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Personal banker jobs in Bellevue, NE - 83 jobs

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  • Universal Banker

    Mutual 1St. Federal Credit Union 3.3company rating

    Personal banker job in Omaha, NE

    Universal Banker - 182nd & Maple (Elkhorn) Monday - Friday 8:45am -5:15pm; Rotating Saturday 8:45am - 12:00pm If you are passionate about serving your community and believe excellent customer service is the backbone of an organization, keep reading to learn more about our Universal Banker position. We serve over 11,000 members in the Omaha Metro area and we believe in serving our community through our products, services, and giving back. The primary function of the Universal Banker is to assist new and existing members with their short- and long-term financial needs. The strongest candidates will have a sales mindset, provide excellent service to the credit unions members, and be detailed oriented to ensure compliance and accuracy in all work. This position has an impact on organizational success through direct member interactions and sales goals. To be successful in this role, you must be driven to meet established goals by building long term relationships and provide high-quality service with your members. Essential Functions: * Provides exceptional member service and creates lasting relationships with our members * Recommends appropriate products and services based on members needs * Opens various accounts including but not limited to IRAs, HSAs, and Certificates * Meets established monthly sales goals * Originate and close consumer loans such as: credit cards, personal and auto loans. * Works at the teller line up to 50% of the time assisting members with banking transactions * Assist members with technical questions related to credit union mobile app and online banking. * Participate in community events and area networking to support and grow the brand. Base pay plus commission. In business since 1949, Mutual 1st Federal Credit Union is a not-for-profit, member-owned credit union. That means we are focused on our members. We pass along savings by paying higher dividend rates on checking and savings accounts, charging lower fees (or no fees) and provide lower interest rates for loans than banks. We are local, friendly, and genuinely care about the community. Our unique culture and service philosophy is based on our core values: Respect, Integrity, Passion, Service, Community, and Learning. Our goal is simple: To improve the financial well-being of our members. Mutual 1st Federal Credit Union an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
    $31k-36k yearly est. 23d ago
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  • Universal Banker

    Bankfmb

    Personal banker job in Weeping Water, NE

    Farmers & Merchants Bank is a family owned, chartered institution with office locations in 12 communities in Nebraska, and about 100 employees. We have everything the bigger banks have - the newest technology, a suite of diverse products and services, and knowledgeable bankers - but with a hometown feel that's open, friendly, and welcoming. The following is an outline of duties for a Universal Banker Essential Functions Provide account services to customers by receiving deposits, loan payments, cashing checks, handling withdrawals, recording night and mail deposits, selling Cashier's Checks, Money Orders, Safe Deposit Boxes and account offerings. Generally meets the customers' needs and expectations with other account services that present themselves. Accurately opens and closes accounts in accordance to operating controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer assets. Demonstrates knowledge and understanding of the New Accounts process of Bank deposit and loan products including preparing new account paperwork, applications, and requesting the required identification. Accurately process transactions in a timely and professional manner. Tracks and Monitors final documentation by reviewing customer files for completeness and following up to ensure all proper documentation is present. Complies with Bank operations and procedures by consulting with and working with the appropriate Bank Officers to ensure that all loans are documented completely and accurately and all filings are made timely. Generally meets the customer's needs and expectations with other account services that present themselves. Ensures accurate and timely processing of daily items and official Bank check processing. Ensures accurate and timely processing of year end items and processing. Maintains customer confidence and protect operations by keeping information confidential Works well with others and contributes to team efforts. Complies with Bank operations and procedures, including the Bank Secrecy Act. Follows attendance policies in compliance with the Employee Handbook. Completes all other duties or special projects as assigned. Farmers & Merchants Bank offers competitive wages and benefits, including paid time off, a desirable daytime work schedule, and a comfortable and friendly work environment. Farmers & Merchants Bank is an Equal Opportunity employer. We give consideration to all applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
    $26k-34k yearly est. Auto-Apply 12d ago
  • Universal Banker

    Access Bank 4.4company rating

    Personal banker job in Omaha, NE

    Since opening our doors in 2007, our aim has always been to establish ourselves as Omaha's leading community-focused bank. For ten consecutive years, B2B Magazine has recognized us as the "Best Bank," a distinction complemented by five Excellence Awards from the Omaha Chamber of Commerce. Our commitment extends beyond banking; we have contributed over $1.12 million to support more than 353 local organizations and non-profits. As a local community bank, we rank as a top ten bank in our market and have been recognized as a ' Best Bank to Work For ' by American Banker. We are passionate about delivering high-touch experiences to our clients, shareholders, and, most importantly, our employees. Our dedication to exceptional service and approaching everything with integrity and professionalism contributes to our continued growth and overall success. At ACCESSbank, our employees are the difference . We are committed to their success by offering competitive salaries and benefits, providing opportunities for personal and professional growth, and fostering an environment where people want to work. Why Join ACCESSbank: Community Focused: We are committed to the communities we serve by organizing volunteer and service opportunities, supporting employee stewardship with paid volunteer hours, and supporting organizations and individuals through donations and sponsorships. Local Ownership: As a locally owned bank with no majority ownership, we make decisions based on what is right. We are agile, flexible, and deliver customized solutions tailored to our clients. ACCESSway Experience: Everything we do is aligned with the principles of our 'ACCESSway,' ensuring a consistent commitment to excellence, unwavering client satisfaction, and seamless collaboration within our organization. Ready to jump into a new opportunity? ACCESSbank is hiring for a Universal Banker Primary responsibilities will include: Assist clients with file maintenance such as address changes, providing temporary checks, and creating travel addenda's. Accept loan, installment, and collection payments. Answers telephones and directs callers to proper Bank personnel. Assist in auditing cash drawers. Assist with night depository duties by logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. Assure compliance with all Bank policies, procedures, and processes, and all applicable state and federal banking laws, rules, and regulations, and adheres to Bank Secrecy Act (BSA) responsibilities specific to the position. Balance cash drawer daily and verifies cash being returned to the vault. Become proficient within the following bank systems: Access Manager, Elan, and BPM. Capable of proficiently executing branch capture operations. Cash checks and savings withdrawals and make cash advances; confirm all necessary documents are properly authorized, are in proper form, and are within authorized limits; and make decisions when questionable items are presented for cashing. Competent in cashing checks accurately by ensuring correct endorsements and verifying the availability of funds for both On-Us and Transit Checks. Cross-sell the Bank's other products and services, referring customers to appropriate staff as indicated. Eagerly support all departments with a variety of transactions and requests. Efficiently utilize all system programs to help research and assist customers. Establish proper identification of new customers and determines the need and extent of reference investigation. Knowledgeable and proficient in completing Currency Transaction Reports (CTRs) and reporting Unusual Activity. Assist in opening and closing the vault daily and assist in balancing vault currency and coin as needed. Operates personal computer to process account activity, determine balances, and resolve problems within given authority. Process transactions with precision and diligence, including deposits, withdrawals, transfers (via Teller & Transaction Management System), currency exchanges, splits, and change orders. Process various loan transactions: consumer, loan payments, and consumer loan advances." Assists clients with stop payments, Reg CC holds, transaction research, fee research, and waivers. Proficient in executing vault procedures, including balancing, proficiently managing vault buy and sell processes and running the TCR (as it applies) Proficient in utilizing established Know Your Customer (KYC) protocols and strictly adhering to bank's procedures for correctly identifying clients before engaging in account transactions or exchanging information. Provide effective customer service and assists in resolving problems within given authority. Required to acquire complete understanding and pledge adherence to the Security and Risk Management Program in line with the guidelines specified in the Risk Management Checklist and Practices section of the Retail Employee Handbook. Responsible for ATM functions, including balancing and posting transactions. Responsible for operating Branch capture and Deposit Review as applicable. Treat people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; and accepts responsibility for own actions. Qualifications High school diploma or equivalent experience. Six months to one year of banking or related experience in the sales or financial industry. Demonstrated excellent customer service and communication skills (written, verbal, listening). Effective selling, cross-selling, and referral skills Detail-oriented, well-organized, and the ability to work independently as well as part of a team. Self-motivated/takes initiative. Proficiency with computers. Ability to effectively work on multiple projects simultaneously, managing time and resources to ensure that work is completed efficiently and within established timeframes. Perks & Benefits: Benefits are a vital component of your overall compensation package. We are delighted to provide a comprehensive array of valuable benefits to safeguard your health, support your family, and enhance your overall well-being. Our benefits include: Medical, (2 plan options), Dental and Vision Insurance Company-provided Life and Accidental Insurance with voluntary buy-up option Company-provided Disability Insurance Flexible Spending Accounts - Medical and Dependent Care Health Savings Account Voluntary benefits - Critical Illness, Accident Insurance and Hospital Indemnity Employee Assistance Plan 401k plan w/ a generous company match and immediate vesting after each pay period Paid Time Off Voluntary Time Off Lifestyle Spending Account Continued education and additional career development opportunities If you are interested in this opportunity, follow this link: *********************************************************************************************** ACCESSbank is an EEO Employer/Vet/Disabled
    $27k-31k yearly est. 16d ago
  • Financial Service Representative $20/hr - FT/PT

    Metro Credit Union Omaha 3.9company rating

    Personal banker job in Omaha, NE

    Do you possess effective communication skills? Do you strive to provide consistent and efficient service to others? If you are looking to find your fit with a growing company, Metro has a great opportunity for you! Earn $20.00 per hour with a complete benefits package for full-time positions and opportunities to grow and advance. The Financial Service Representative's primary responsibility is handling all member service calls in a professional and knowledgeable manner. This requires the ability to cultivate and develop relationships, establish trust, recognize solutions that would benefit the member, and answer their requests in a friendly, efficient, and accurate manner. Position responsibilities include: • Answer member service phone calls for the Credit Union by greeting members in a friendly manner, handling their transactions efficiently and accurately, offering them additional products or services when it benefits them, and ending the call in a polite manner. • Provide quality service to members through various methods of communication including video, chat, message center and email. • Perform requested transactions for members including but not limited to: answering questions, giving out history or balance information, placing stop payments on drafts or EFT's, handling wire transfer requests, processing check orders, providing card, online banking, fraud/dispute troubleshooting, and blocking or reordering cards when appropriate. • Maintain an upbeat and positive attitude at all times. • Develop relationships with the members who you work with on a regular basis. The ideal candidate will have: • Effective communication skills to be utilized by phone, in writing and/or virtually • Experience in a service-oriented job • Ability and willingness to learn quickly • Strong computer aptitude • Ability to multi-task • Bilingual a plus Benefits: • Paid Time Off (PTO), Paid Holidays • Medical, Dental, and Vision coverage • Life Insurance • Short-Term and Long-Term Disability Insurance • Tuition Reimbursement • 401(k) with Employer Matching • Flexible Spending Accounts (medical & daycare) Come be a part of Metro Credit Union!
    $20 hourly 5d ago
  • Universal Banker - 36th & Q Branch 25-035

    Cobalt Credit Union

    Personal banker job in Omaha, NE

    Cobalt Credit Union - 36th & Q Branch Inside Supermercado Nuestra Familia 3548 Q St. Omaha, NE 68127 Hours: Monday through Friday 10:00am to 6:00pm Saturday 10:00am to 3:00pm Universal Banker As our Universal Banker, you will advise our members on how to achieve their financial goals. Every day you will answer member questions, recommend and open Credit Union products and services and make credit decisions on lending for your members. To thrive in this role you must be driven to meet established goals by building long term relationships with your members. Education and/or Experience Requirements High School diploma or GED required. 2 years of prior experience in a financial institution is required. 2 years of cash handling, sales and customer service experience is required. Ability to interview members to determine financial service, lending, business needs. Ability to perform in a fast paced, team-oriented environment with multiple interruptions. Self-starter, motivated to be a part of the sales and services team; as well as being able to work independently. Ability to handle problem solving, accuracy and attention to detail. Strong motivation to provide quality customer service to members and the public. Professionalism in attitude and member/team relations. Cobalt Credit Union, based in Papillion, Nebraska, employs over 250 team members throughout our twenty-three locations. Cobalt Credit Union was established in 1946 to serve the military and we now offer our services to all community members within the counties that we serve. As a not-for-profit company, our mission is to be our members' trusted financial partner providing tailored solutions to support them throughout their life events. As an organization we believe in developing our employees through ongoing training and individualized coaching. We are a family oriented culture who cares about our employees and we pride ourselves on offering our employees growth opportunities within the organization. You're the first person our members see when they need exceptional customer service and you create a lasting impression of the organization. You will represent the credit union as you communicate with our members, your teammates and the communities we serve. It's important that you use sound judgement when making decisions and you must lead by example when working with other employees. Equal Opportunity Employer/Vet/Disabled
    $26k-34k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative (Loan Officer)

    Centris Federal Credit Union 3.3company rating

    Personal banker job in Gretna, NE

    Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Starting Pay Rate: $19.38 - $21 per hour + incentives. This isn't just a job, it's a path to a rewarding and successful career in the financial industry! Your Future, Our Priority: * Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward! * Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members! Discover the Centris Experience: * Build Relationships: Be a trusted financial partner to our members. * Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris. * Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union. * Live the Centris Way: Embrace our values, vision, and mission. Perks That Shine Bright: * Invest in Yourself: Centris offers tuition reimbursement! * Treat Yourself: Company-paid DoorDash membership. * Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time. We're looking for: * Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members! * Detail-oriented individual with a positive attitude and a passion for helping others! * Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives! Ready to Dive In? Your Journey Starts Here! Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
    $19.4-21 hourly 12d ago
  • Financial Services Representative (Loan Officer)

    Centris FCU

    Personal banker job in Gretna, NE

    Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Starting Pay Rate: $19.38 - $21 per hour + incentives. This isn't just a job, it's a path to a rewarding and successful career in the financial industry! Your Future, Our Priority: Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward! Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members! Discover the Centris Experience: Build Relationships: Be a trusted financial partner to our members. Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris. Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union. Live the Centris Way: Embrace our values, vision, and mission. Perks That Shine Bright: Invest in Yourself: Centris offers tuition reimbursement! Treat Yourself: Company-paid DoorDash membership. Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time. We're looking for: Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members! Detail-oriented individual with a positive attitude and a passion for helping others! Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives! Ready to Dive In? Your Journey Starts Here! Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
    $19.4-21 hourly 11d ago
  • Part Time (30 Hours) Associate Banker, Aksarben Village Branch, Omaha, NE

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Omaha, NE

    JobID: 210702585 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.
    $25k-30k yearly est. Auto-Apply 10d ago
  • Consumer Investments- Financial Service Representative I

    Bank of America 4.7company rating

    Personal banker job in Lincoln, NE

    At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be flexible Sunday-Friday 8am to 8pm EST The Financial Services Representative I is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. We'll help you Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy Get training and one-on-one coaching from academy managers who are invested in your success Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide Develop techniques to confidently engage with clients by telephone Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to Providing a world class client experience through point of call account servicing and resolution Working in a well-compensated, highly collaborative environment Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America You're the kind of person that (required skills) Is client-focused with a passion for excellence and a positive team attitude Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams Is an effective communicator with an aptitude for sales and relationship management Has strong computer skills Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication Is ambitious, disciplined, hardworking, resilient and willing to learn Must be flexible to work any schedule: Sunday to Friday 8am to 8pm EST We're a culture that Believes in responsible growth and is dedicated to supporting the communities we serve Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $24-26 hourly Auto-Apply 60d+ ago
  • Financial EMR Informaticist

    Syracuse Area Health 4.5company rating

    Personal banker job in Syracuse, NE

    This position ensures the accuracy, integrity, and efficiency of financial data within the electronic medical records (EMR) system. This role supports billing, coding, reimbursement, and compliance efforts by optimizing EMR workflows and collaborating across departments. This position is benefited, full-time, 40 hours per week. Hours are Monday-Friday, 8:00am-4:30pm. No weekends, no holidays! Qualifications Associates degree (AA) or equivalent from two-year college or technical school; or six months to one-year related experience or training; or equivalent combination of education and experience, Bachelor's degree preferred Healthcare experience and background required Strong computer skills which support education and analytics (e.g. Excel, Word, PowerPoint, etc.) Electronic Health Record and/or clinical professional experience highly desired Experience and knowledge of electronic clinical quality measure data collection and submission requirements along with understanding, promoting interoperability requirements and payment models highly desired Demonstrated experience in a software super user role, system coordinator, data analytics, project management, and/or process flow development preferred Experience in a role with demonstrated system-related problem solving and critical thinking skills Strong system navigation skills Excellent customer service focused skills Excellent verbal and written communication skills with ability to communicate effectively at all levels Demonstrated initiative, self-starter with ability to handle multiple concurrent tasks
    $27k-37k yearly est. 16d ago
  • Personal Banker I

    Riverstone Bank 4.7company rating

    Personal banker job in Syracuse, NE

    Riverstone Bank is seeking an individual for a full-time, Personal Banker. This position is responsible for being a resourceful advocate to our customers, as well as projecting a positive image through exceptional customer service. We are seeking a friendly, outgoing individual that can effectively complete transactions and daily tasks in an engaging and positive manner. Hours/Location: 7:45am 4:15pm Monday- Friday with a 30-minute lunch. This position is located at the Syracuse Branch: 920 12th Street Syracuse, Nebraska Job Responsibilities: Service: Assist customers with account transactions by providing prompt, accurate service. These transactions may be in person, by telephone, or in writing. Personal Commitment: Demonstrate commitment, dependability, and respect for the team with regular attendance, punctuality, and agreed-upon schedule of availability. Project a professional image in attire, manner, communication, and focus. Daily Processing: Responsible for daily transactions and handling cash. Frequently balance a cash drawer and run transactions proof through branch capture. Performs operational duties as required, which may include: vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports. Create cashier's checks, money orders and loan disbursement checks. Responsible for opening and closing individual and commercial deposit accounts. Must obtain appropriate BSA information and business documents for account opening. Pick-up mail, sort and deliver Monday-Friday. Responsible for opening and closing duties. Prepares holds on deposits. Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary. Answer phone calls and transfer to appropriate departments. Referrals: Possess a working knowledge of the banks products and services and provide customers with applicable information and guidance. Maintain and Organize: Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products. Training: Expected to attend and participate in ongoing training and Branch meetings. Administrative: Participate in special projects facilitated by various departments. Maintain and stock the lobby, teller line and vault room. 8. Other duties as assigned. Core Competencies/Qualifications High School Diploma or equivalent Ability to maintain a high level of confidentiality Retail sales/service experience preferred Cash handling experience preferred Basic math skills and proficient computer skills Proactive and responsive personality with a high level of accuracy, attention to detail and follow through. Ability to communicate effectively and professionally at all levels of the organizations and community. Possess a positive attitude with the ability to work independently and exercise good judgment. Working Conditions/Physical Demands The environment for this position is an office-type setting that is mostly clean and comfortable. Little discomfort caused by such factors as noise, heat or dust. This position spends time writing, typing, speaking, listening, lifting (up to 20lbs), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting, pulling, walking, standing, kneeling and reaching. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Further, they do not establish a contract for employment and are subject to change at the discretion of the employer. Education: High school or equivalent (Preferred) Benefits: Pay commensurate with experience 401(k) Retirement Savings Plan Dependent-Care Spending Account Flexible Spending Account Profit Sharing Accidental Death and Dismemberment Dental Insurance Dependent Life Insurance Life Insurance Long-Term Disability Medical Insurance Supplemental Insurance Vision Insurance Bereavement Pay On-the-Job Training Paid Holidays Paid Vacations Paid Sick Leave Anniversary Day Off Wellness Program AirMedCare Discount
    $30k-35k yearly est. 27d ago
  • Inside Junior Mortgage Banker

    The Federal Savings Bank

    Personal banker job in Lincoln, NE

    Full-time Description Unlock Your Future in the Mortgage Industry: Join Our Mortgage Banker Training Program! Do you have at least two or more years of post-college sales experience and a drive to maximize your income? Are you ready to pivot into a rewarding career in the mortgage industry? If so, we have the perfect opportunity for you! About the Program: Our Mortgage Banker Training Program is a comprehensive, intensive four-month crash course designed to catapult ambitious individuals into successful careers as mortgage bankers. No prior experience in the mortgage industry? No problem! Our program will equip you with all the knowledge and skills you need to thrive. What We Offer: Hands-On Coaching: Learn from industry leaders with decades of experience. Best-in-Class Training: Engage in practical, on-the-job training that immerses you in real-world scenarios. Networking Opportunities: Connect with professionals and establish relationships that could span your entire career. Performance Based Incentives: Earn as you learn! Dive into a career where your paycheck reflects your efforts. What we are Looking for: Sales experience and a consultative approach to every interaction. Resilience to rejection and the determination to bounce back Ability to adapt in a fast-paced and dynamic market Key Responsibilities: Master the fundamentals of mortgage banking and lending processes. Cultivate and manage client relationships, guiding them through the mortgage process. Develop comprehensive financial solutions tailored to your clients' needs. Meet and exceed sales targets and performance metrics. Requirements At least two years of prior sales experience is a must. Strong interpersonal and communication skills. A tenacious attitude and a keen desire to secure a prosperous future. Why Choose Us? Career Growth: Fast-track your position in an industry that thrives on persistence and expertise. Supportive Community: Be part of a team that values collaboration, hard work, and success. Industry Recognition: Join a respected firm in the mortgage field, known for its innovation and client-focused services This isn't just a job; it's the start of a lucrative, long-term career. If you're ready to leap into an industry with boundless potential, apply today! Transform your ambition into results - your future as a mortgage banker starts here. How to Apply: Please use the link to apply and include your resume and a brief cover letter explaining your interest and experience. We can't wait to see how you'll shape the future of mortgage banking with us! The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Salary Description $42,000 + bonus
    $21k-32k yearly est. 23d ago
  • Private Mortgage Banker (SAFE)

    Wells Fargo Bank 4.6company rating

    Personal banker job in Omaha, NE

    About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans Understand real estate appraisals, title reports, and real estate transactions Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements 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 Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources Excellent verbal, written, and interpersonal communication skills Mortgage industry experience Knowledge and understanding of sales prospecting and generating referrals Customer service experience Experience working with high net-worth clients 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 (************************************************* 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 Completion of formal position specific training programs Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled Posting End Date: 8 Mar 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $28k-32k yearly est. 16d ago
  • Private Mortgage Banker (SAFE)

    W.F. Young 3.5company rating

    Personal banker job in Omaha, NE

    About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans Understand real estate appraisals, title reports, and real estate transactions Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements 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 Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources Excellent verbal, written, and interpersonal communication skills Mortgage industry experience Knowledge and understanding of sales prospecting and generating referrals Customer service experience Experience working with high net-worth clients 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 (************************************************* 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 Completion of formal position specific training programs Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled Posting End Date: 8 Mar 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $24k-30k yearly est. Auto-Apply 18d ago
  • Universal Banker - 36th & Q Branch 25-035

    Cobalt Credit Union

    Personal banker job in Omaha, NE

    Cobalt Credit Union - 36th & Q Branch Inside Supermercado Nuestra Familia 3548 Q St. Omaha, NE 68127 Hours: Monday through Friday 10:00am to 6:00pm Saturday 10:00am to 3:00pm Universal Banker As our Universal Banker, you will advise our members on how to achieve their financial goals. Every day you will answer member questions, recommend and open Credit Union products and services and make credit decisions on lending for your members. To thrive in this role you must be driven to meet established goals by building long term relationships with your members. Education and/or Experience Requirements High School diploma or GED required. 2 years of prior experience in a financial institution is required. 2 years of cash handling, sales and customer service experience is required. Ability to interview members to determine financial service, lending, business needs. Ability to perform in a fast paced, team-oriented environment with multiple interruptions. Self-starter, motivated to be a part of the sales and services team; as well as being able to work independently. Ability to handle problem solving, accuracy and attention to detail. Strong motivation to provide quality customer service to members and the public. Professionalism in attitude and member/team relations. Cobalt Credit Union, based in Papillion, Nebraska, employs over 250 team members throughout our twenty-three locations. Cobalt Credit Union was established in 1946 to serve the military and we now offer our services to all community members within the counties that we serve. As a not-for-profit company, our mission is to be our members' trusted financial partner providing tailored solutions to support them throughout their life events. As an organization we believe in developing our employees through ongoing training and individualized coaching. We are a family oriented culture who cares about our employees and we pride ourselves on offering our employees growth opportunities within the organization. You're the first person our members see when they need exceptional customer service and you create a lasting impression of the organization. You will represent the credit union as you communicate with our members, your teammates and the communities we serve. It's important that you use sound judgement when making decisions and you must lead by example when working with other employees. Equal Opportunity Employer/Vet/Disabled
    $26k-34k yearly est. Auto-Apply 60d+ ago
  • Part Time (30 Hours) Associate Banker, Aksarben Village Branch, Omaha, NE

    Jpmorgan Chase 4.8company rating

    Personal banker job in Omaha, NE

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. 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
    $25k-30k yearly est. 8d ago
  • Life Services Financial Services Representative - Hunt Valley

    Bank of America 4.7company rating

    Personal banker job in Lincoln, NE

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research. Job Description: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. Responsibilities: • Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals We'll help you • Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy • Get training and one-on-one coaching from academy managers who are invested in your success • Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide • Develop techniques to confidently engage with clients by telephone • Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to • Providing a world class client experience through point of call account servicing and resolution • Working in a well-compensated, highly collaborative environment • Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America Required Qualifications: • Is client-focused with a passion for excellence and a positive team attitude • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment • Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Is an effective communicator with an aptitude for sales and relationship management • Has strong computer skills • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication • Is ambitious, disciplined, hardworking, resilient, and willing to learn Additional Skills Used: • Attention to Detail • Critical Thinking • Customer and Client Focus • Oral Communications • Prioritization • Active Listening • Decision Making • Emotional Intelligence • Result Orientation • Written Communications • Account Management • Adaptability • Client Experience Branding • Coaching • Referral Identification Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $24-26 hourly Auto-Apply 60d+ ago
  • Private Mortgage Banker (SAFE)

    Wells Fargo 4.6company rating

    Personal banker job in Omaha, NE

    **About this role:** Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role you will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer service + Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market + Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans + Understand real estate appraisals, title reports, and real estate transactions + Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs + Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk + Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication + Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements + 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 Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education **Desired Qualifications:** + Basic Microsoft Office skills + Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources + Excellent verbal, written, and interpersonal communication skills + Mortgage industry experience + Knowledge and understanding of sales prospecting and generating referrals + Customer service experience + Experience working with high net-worth clients **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 (************************************************* 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 + Completion of formal position specific training programs + Reliable transportation + Ability to work nights, weekends, and/or holidays as needed or scheduled **Posting End Date:** 8 Mar 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-512012
    $28k-32k yearly est. 17d ago
  • Universal Banker - Lincoln 25-065

    Cobalt Credit Union

    Personal banker job in Lincoln, NE

    Universal Banker Cobalt Credit Union - Lincoln 2801 N 86th St. Lincoln, NE 68507 Branch Hours: Monday - Friday 9:00 am - 5:00 pm As our Universal Banker, you will advise our members on how to achieve their financial goals. Every day you will answer member questions, recommend and open Credit Union products and services and make credit decisions on lending for your members. To thrive in this role you must be driven to meet established goals by building long term relationships with your members. Education and/or Experience Requirements High School diploma or GED required. 2 years of prior experience in a financial institution is required. 2 years of cash handling, sales and customer service experience is required. Ability to interview members to determine financial service, lending, business needs. Ability to perform in a fast paced, team-oriented environment with multiple interruptions. Self-starter, motivated to be a part of the sales and services team; as well as being able to work independently. Ability to handle problem solving, accuracy and attention to detail. Strong motivation to provide quality customer service to members and the public. Professionalism in attitude and member/team relations. Cobalt Credit Union, based in Papillion, Nebraska, employs over 250 team members throughout our twenty locations. Cobalt Credit Union was established in 1946 to serve the military and we now offer our services to all community members within the counties that we serve. As a not-for-profit company, our mission is to be our members' trusted financial partner providing tailored solutions to support them throughout their life events. As an organization we believe in developing our employees through ongoing training and individualized coaching. We are a family oriented culture who cares about our employees and we pride ourselves on offering our employees growth opportunities within the organization. You're the first person our members see when they need exceptional customer service and you create a lasting impression of the organization. You will represent the credit union as you communicate with our members, your teammates and the communities we serve. It's important that you use sound judgement when making decisions and you must lead by example when working with other employees. Equal Opportunity Employer/Vet/Disabled
    $26k-34k yearly est. Auto-Apply 26d ago
  • Part Time (30 Hours) Associate Banker, Aksarben Village Branch, Omaha, NE

    Jpmorganchase 4.8company rating

    Personal banker job in Omaha, NE

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $25k-30k yearly est. Auto-Apply 10d ago

Learn more about personal banker jobs

How much does a personal banker earn in Bellevue, NE?

The average personal banker in Bellevue, NE earns between $29,000 and $45,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Bellevue, NE

$36,000

What are the biggest employers of Personal Bankers in Bellevue, NE?

The biggest employers of Personal Bankers in Bellevue, NE are:
  1. First National Denver
  2. First National Bank Texas
  3. Cobalt Credit Union
  4. Equity Bancshares
  5. Mutual 1st Federal Credit Union
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