Personal Banker I
Personal banker job in Papillion, NE
Department
2251-Papillion North
Employment Type
Full Time
Location
Papillion North
Workplace type
Onsite
Compensation
Depends on Experience
More Details About Pinnacle Bank/Bank of Colorado We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
8 paid holidays*
17 PTO days each year for the first five years of employment.*
After five years, 22 PTO days each year.*
After ten years, 27 PTO days each year.*
Employees must also complete the 90-day introductory period prior to accruing PTO.*
New employees will receive 16 hours of paid sick time upon their hire date.*
Health, dental, prescription drug card, vision, and voluntary life insurance plans
Health Savings Account with employer contributions
Flexible medical and dependent care spending plans
Parental Leave after one year of full-time employment
401K plan after 3 months and start of next quarter with employer contributions and profit sharing
Free checking account and basic printed checks
Free safe deposit box
$50,000 group term life insurance
Long term disability insurance
Employee Assistance Program
Educational Assistance
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at
**********************
or by phone at ************ and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the
[EEO KNOW YOUR RIGHTS]
and
[PAY TRANSPARENCY STATEMENT]
.
Easy ApplyPersonal Banker - $22 (Bellevue, NE) - Bilingual in Spanish Preferred
Personal banker job in Bellevue, NE
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.
About This Role:
At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.
We're looking for someone who takes pride in helping people - no matter how big or small the task.
THE GREAT BIG SMALL BANK
FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity.
PRIMARY RESPONSIBILITIES
Make every customer feel welcome in your FNBO branch
Help customers with transactions like deposits and withdrawals
Gain an understanding of your customer's unique financial needs
Make personalized recommendations to support them
Help guide your customers toward greater financial well-being
Deepen your relationship with customers through outreach
Comply with all bank policies, regulations and laws
BENEFITS AND PERKS
All full-time and part-time employees are eligible for the following benefits:
Competitive pay and an incentive plan for helping clients
401(k) match
Paid time off and paid holidays
Medical/Dental/Vision/Life/Disability/Flex Plans
Employee Wellness Program
Career development training and coaching
Tuition Assistance Program
Employee banking benefits and other discounts
Culture of recognition and rewards from executive leadership/managers/peers/business partners
The Ideal Candidate for This Role:
Outgoing and enjoys engaging with people
Friendly with a positive attitude
A solution-oriented critical thinker
Excited to learn and take on new challenges
A team player
Motivated to do what's right
Collaborative and supportive
QUALIFICATION REQUIREMENTS
High School Diploma or GED
Bachelor's degree or equivalent work experience preferred
Retail banking experience preferred
Bilingual in Spanish preferred
Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation and Benefits Overview:
Starting pay for Personal Banker positions is $22/hour.
Final compensation offer to candidate may vary from posted hiring range based upon significant lending experience, education, and/or skill level.
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251655
Registration Requirement:
This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Auto-ApplyUniversal Banker
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.
Community Banker I - Float
Personal banker job in La Vista, NE
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry and Fiserv systems is preferred.
Schedule:Monday-Friday with availability from 7:45am-5:45pm; Rotating Saturday 8:15am-12:15pm
This position is a floating role covering Omaha Metro branches, with the home branch located at the Southport Branch.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
Personal Banker - $22 (Bellevue, NE) - Bilingual in Spanish Preferred
Personal banker job in Bellevue, NE
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.
About This Role:
At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.
We're looking for someone who takes pride in helping people - no matter how big or small the task.
THE GREAT BIG SMALL BANK
FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity.
PRIMARY RESPONSIBILITIES
Make every customer feel welcome in your FNBO branch
Help customers with transactions like deposits and withdrawals
Gain an understanding of your customer's unique financial needs
Make personalized recommendations to support them
Help guide your customers toward greater financial well-being
Deepen your relationship with customers through outreach
Comply with all bank policies, regulations and laws
BENEFITS AND PERKS
All full-time and part-time employees are eligible for the following benefits:
Competitive pay and an incentive plan for helping clients
401(k) match
Paid time off and paid holidays
Medical/Dental/Vision/Life/Disability/Flex Plans
Employee Wellness Program
Career development training and coaching
Tuition Assistance Program
Employee banking benefits and other discounts
Culture of recognition and rewards from executive leadership/managers/peers/business partners
The Ideal Candidate for This Role:
Outgoing and enjoys engaging with people
Friendly with a positive attitude
A solution-oriented critical thinker
Excited to learn and take on new challenges
A team player
Motivated to do what's right
Collaborative and supportive
QUALIFICATION REQUIREMENTS
High School Diploma or GED
Bachelor's degree or equivalent work experience preferred
Retail banking experience preferred
Bilingual in Spanish preferred
Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation and Benefits Overview:
Starting pay for Personal Banker positions is $22/hour.
Final compensation offer to candidate may vary from posted hiring range based upon significant lending experience, education, and/or skill level.
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251655
Registration Requirement:
This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Auto-ApplyMain Banker (Starting at $19!)
Personal banker job in Carter Lake, IA
The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons.
Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed.
Assists Cage leadership with training new Team Members.
Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions.
Provides excellent guest service to both external guests and internal team members.
Prepares, issues, collects, and reconciles department cash drawers.
Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards.
Reviews Player's Club accounts, providing useful information to our valued guests.
Verifies guest's identification according to policy.
Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment.
Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports.
Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk.
Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room.
Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff.
Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately.
Maintains confidentiality and protects private and proprietary information.
Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests.
Follow all safety standards and report any safety hazards immediately to necessary people to correct issue.
Responsible for maintaining a consistent, regular attendance record.
Responsible for maintaining compliance with appearance standards.
Is a role model and champion of Prairie Flower Casino's Mission and Values.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES
One to two years of Cash Handling and Guest Service experience preferred.
Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred.
Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner.
Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents.
Can work independently and make decisions while unsupervised.
Must be able to effectively use a computer including Microsoft Office and other job specific software.
Ability to read, analyze, and act upon documentation and reports as necessary.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Must maintain an appropriate Gaming License.
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS
While performing the duties of this job, the Team Member is regularly required to talk and/or hear.
Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily.
Required to stand and walk for the majority of the shift.
Requires ability to push in addition to bending, twisting, kneeling, and stooping.
Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator.
Must be able to work in areas with high noise levels, bright lights and dust.
Must be able to respond to touch, speech, aural and visual cues.
Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate, increasing to loud when on the casino floor.
This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.
The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary.
The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
Auto-ApplyMain Banker (Starting at $19!)
Personal banker job in Carter Lake, IA
The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons.
Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed.
Assists Cage leadership with training new Team Members.
Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions.
Provides excellent guest service to both external guests and internal team members.
Prepares, issues, collects, and reconciles department cash drawers.
Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards.
Reviews Player's Club accounts, providing useful information to our valued guests.
Verifies guest's identification according to policy.
Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment.
Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports.
Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk.
Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room.
Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff.
Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately.
Maintains confidentiality and protects private and proprietary information.
Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests.
Follow all safety standards and report any safety hazards immediately to necessary people to correct issue.
Responsible for maintaining a consistent, regular attendance record.
Responsible for maintaining compliance with appearance standards.
Is a role model and champion of Prairie Flower Casino's Mission and Values.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES
One to two years of Cash Handling and Guest Service experience preferred.
Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred.
Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner.
Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents.
Can work independently and make decisions while unsupervised.
Must be able to effectively use a computer including Microsoft Office and other job specific software.
Ability to read, analyze, and act upon documentation and reports as necessary.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Must maintain an appropriate Gaming License.
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS
While performing the duties of this job, the Team Member is regularly required to talk and/or hear.
Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily.
Required to stand and walk for the majority of the shift.
Requires ability to push in addition to bending, twisting, kneeling, and stooping.
Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator.
Must be able to work in areas with high noise levels, bright lights and dust.
Must be able to respond to touch, speech, aural and visual cues.
Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate, increasing to loud when on the casino floor.
This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.
The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary.
The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
Part Time (20 Hours) Associate Banker, Madison Ave and E Graham Ave Branch, Council Bluffs, IA
Personal banker job in Council Bluffs, IA
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyPart-Time (20 Hours) Associate Banker, Madison Ave and E Graham Ave Branch, Council Bluffs, IA
Personal banker job in Council Bluffs, IA
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyPersonal Financial Representative - AR
Personal banker job in Lincoln, NE
Would you like to own a meaningful financial services practice under the Allstate brand?
Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.
Your Practice.
As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams.
Your Support Team.
We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business.
Your Work.
A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Allstate provides support and expertise to help you build your business.
Are You a Fit?
We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred
Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL.
#LI-LD2
Skills
At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do.
Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition.
It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you.
Allstate Careers
Learn more about Allstate United States.
Learn more about Allstate Northern Ireland.
Learn more about Allstate India Private Limited.
For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement
Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
Auto-ApplyUniversal Banker - Papillion Branch 25-049
Personal banker job in Papillion, NE
Cobalt Credit Union - Papillion Branch
1216 North Washington Street
Papillion, NE 68046
Branch Hours:
Monday through Friday
9:00am to 5:00pm
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-two 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
Auto-ApplyCommunity Banker I
Personal banker job in Omaha, NE
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
Competitive compensation
401K with up to 4% employer match; immediate vesting
Paid time off and paid holidays
Medical/Dental/Vision/Life/Disability Insurance
Tuition Reimbursement
Volunteer time off
Gym membership discount
Employee Wellness Program
Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred.
Schedule: Monday through Friday with flexibility to work 7:45am - 5:45pm; Rotating Saturday mornings.
Essential Job Duties & Responsibilities
Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
Provides information and answers questions regarding deposit rates, fees, and bank policies.
Serves on the Teller line as needed.
Generates growth in deposit balances through sales, marketing, promotion and referral of products.
Provides outstanding client service to all existing and prospective clients.
Acquires, retains, deepens and manages the relationship of clients.
Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
Four to six month's client service experience is required.
Four to six month's cash handling and/or banking experience is required.
Proven history of attainment of sales goals including referrals.
High school diploma or its equivalent is required.
Financial Services Representative (Loan Officer)
Personal banker job in Omaha, NE
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Hours: Monday through Friday, from 8:45 AM to 5:45 PM, and rotating Saturdays from 8:45 AM to 1:05 PM (TIP: When working a Saturday, you will have a half day off during the week!)
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!
Community Lending Mortgage Banker
Personal banker job in Lincoln, NE
WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy
* Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans
* Provide sound and ethical loan counseling to all potential applicants.
* Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service
* Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices.
* Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements
* Develop and/or implement sourcing strategies as required by written goals.
* Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand
* Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends.
* Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations
* Attend regularly scheduled sales meetings, training sessions and Bank functions.
* Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division
* Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes.
* Commitment to work of nonprofit organizations and making a positive impact in the community
* Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 5 years of retail residential mortgage sales experience
* Minimum 3 years of mortgage or financial experience as part of a community lending team
* Minimum of 5 years of experience with diverse and underserved clients
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Highly prefer network of professional and nonprofit referral sources
* Highly prefer a BA/BS degree with preference for business, finance, or economics degree
* Demonstrated superior sales and marketing ability
* Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank
* Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite
* Knowledge of mortgage credit policies and current industry compliance standards
* Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities
*WHAT'S IN IT FOR YOU?*
*Compensation*
This is a commission-based role and does not have a set salary range.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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\#CA-RK
Part Time (20 Hours) Associate Banker, Madison Ave & E Graham Ave Branch, Council Bluffs, IA
Personal banker job in Council Bluffs, IA
JobID: 210686089 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.
Auto-ApplyPrivate Mortgage Banker (SAFE)
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:
29 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.
Patient Financial Associate
Personal banker job in Lincoln, NE
Responsible for the collection of assigned accounts to ensure timely and accurate reimbursement and consistent follow-up and collection efforts. Regularly conducts communications with patients and their families, attorneys, outside agencies, Bryan Health personnel and medical staff to secure resolution of accounts while maintaining quality customer service. Maintains confidentiality of protected health information necessary for statutory compliance and prompt payment for medical services.
PRINCIPAL JOB FUNCTIONS:
1. *Commits to the mission, vision, beliefs and consistently demonstrates our core values.
2. Performs consistent and extensive follow-up, including but not limited to contacts by phone, letter, or in person, on assigned accounts in order to expedite and secure proper payment of accounts.
3. *Evaluates and reviews financial options, including full payment, loan programs and payment arrangements with patients/guarantors.
4. *Researches, verifies and updates as necessary the accuracy of patient demographic and insurance information, prior correspondence, contacts and payments.
5. *Screens patients/guarantors, in person or over the phone, for financial assistance; evaluates financial attachments, which may include tax forms, bank statements, and payroll stubs; analyzes all information for accuracy and makes a recommendation to management for funding according to company policy and documents accordingly in electronic health record.
6. *Researches patient concerns and complaints to establish resolution and responds by phone, in person or by mail correspondence within a timely manner; refers to Patient-Family Advocate as appropriate.
7. *Provides cashiering functions by receipting money received for patient payments on hospital, non-patient services and general fund deposits as needed. Analyzes collection agency and attorney payments, adjustments and charges to confirm accurate reimbursement and outstanding account balances; reconciles collection agency and attorney reports and invoices to assure proper application of funds received as well as appropriate commissions and fees assessment.
8. Prepares and distributes weekly, monthly and yearly figures for collection activities comparing listings to recoveries to commissions between all past and present agencies as requested.
9. Processes deceased notices for estate demands and claims; processes bankruptcy notices received for adjustment of account balance or preparation and submission of bankruptcy claims; processes adjustment requests for insolvent estates, bankruptcies and approved Charity Care accounts.
10. Follows Medical Center protocols in communicating and releasing patient protected health and financial information.
11. Notarizes documents as needed.
12. Maintains professional growth and development through seminars, workshops, and professional affiliations to keep abreast of latest trends in field of expertise.
13. Participates in meetings, committees and department projects as assigned.
14. Performs other related projects and duties as assigned.
(Essential Job functions are marked with an asterisk "*").
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
1. Knowledge of patient accounting operations and quality improvement techniques.
2. Knowledge of credit and collection practices, third party payer regulations, and Joint Commission regulations.
3. Knowledge of federal regulations including COBRA, HIPAA, Medicare, Medicaid, and Bryan Medical Center's Corporate Compliance Plan.
4. Knowledge of computer hardware equipment and software applications relevant to work functions.
5. Skill in interpersonal communications and problem resolution.
6. Ability to establish and maintain effective working relationships with all levels of personnel, medical staff, volunteer and ancillary departments.
7. Ability to maintain confidentiality relevant to sensitive information and documents.
8. Ability to plan, prioritize and coordinate multiple tasks.
9. Ability to keep current on all policies, procedures, and regulations affecting Patient Accounts operations through departmental training and staff meetings.
10. Ability to communicate effectively both verbally and in writing.
11. Ability to maintain regular and punctual attendance.
EDUCATION AND EXPERIENCE:
High school diploma or equivalency required. Associate's degree in business or accounting-related field preferred. Minimum of one (1) year hospital or medical-related patient account experience required. Must be 19 years of age to witness legal consents.
PHYSICAL REQUIREMENTS:
(Physical Requirements are based on federal criteria and assigned by Human Resources upon review of the Principal Job Functions.)
(DOT) - Characterized as sedentary work requiring exertion up to 10 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects, including the human body.
Business Banker
Personal banker job in Omaha, NE
Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.
Business Bankers are responsible for acquiring and managing a portfolio of business banking relationships, and the primary contact for borrowing needs up to $5MM. This associate engages bank partners to provide a full range of deposit and related business services. Larger relationships may be managed with manager approval and/or appropriate partner support. Develops and maintains an active prospect list, customer outreach plan and quality referral sources in accordance with a sales plan to achieve production goals and profitability objectives.
Responsibilities
In this role, you will get to:
Make an impact by contributing to the growth of the bank through business and commercial loans, deposits and fee income
Exercise your creativity and entrepreneurial spirit to engage with business owners in the community
Work in a supportive environment encouraging community and business development activities
Work within a streamlined, timely and efficient credit approval process
Be a part of a collaborative team with various business services partners to support the full client relationship
Qualifications
Bachelor's Degree and 4 years of experience in Commercial or business lending, credit or business development OR High School Diploma or GED and 8 years of experience in Commercial or business lending, credit or business development
License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Sales planning and forecasting, Financial analysis, Credit underwriting, Knowledge of business lending, deposit and cash management solutions, Knowledge retail and wealth solutions referred, Business development, Networking and building centers of influence
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
Private Mortgage Banker (SAFE)
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:
29 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyPatient Financial Services Representative
Personal banker job in Lincoln, NE
Job Details Lincoln Surgical Hospital - Lincoln, NE Full Time High School Day Admin - ClericalDescription
Lincoln Surgical Hospital is an innovative healthcare leader in providing exceptional surgical services for our patients. Our dedicated physicians and staff strive to achieve optimal surgical outcomes in a patient-focused atmosphere.
We are looking for a Patient Financial Services Representative to join our team.
Hours: 80 hours per pay period (2 weeks), Monday - Friday, 8:00 am - 4:30 pm.
This position is responsible for verifying that patient insurance coverage information is accurate and coverage is in effect at the time of service, posting daily payments, insurance claim submissions and follow-up, past due accounts follow-up, and fielding telephone inquiries from patients and insurance companies.
Requirements
High school graduate or equivalent required.
Accounting, insurance or medical office experience preferred.
Must have strong time management, organizational, and communication skills.
Must be detail-oriented and have the ability to work well with others.
Lincoln Surgical Hospital has a competitive benefits package to include:
Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off
Tuition Reimbursement
Flexible Spending Accounts
401k with a company match
Uniform Reimbursement
Short and Long Term Disability
24/7 Wellness Center