Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Birmingham metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments.
Manage, develop and retain full-service relationships with both UHNW & HNW clients.
Must have strong COI's and or an established book of clients within the Sarasota/Fort Myers metro market and be able to self source.
Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities.
Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
Actively participate in community and business functions/groups.
Possess a self-motivated, highly driven, and entrepreneurial personality.
Required Experience:
Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD.
Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products
Compensation will be tailored to the individual
$37k-78k yearly est. 18d ago
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Universal Banker
Firstbank 4.6
Personal banker job in Birmingham, AL
The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank's needs discovery process.
Essential Duties & Responsibilities:
Identify customer needs and provide appropriate guidance and perspective when recommending and explaining bank products and services, using established guidelines, brand model and service standards; make referrals to the appropriate Bank partners as customer needs dictate.
Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic and advanced customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate.
Support Financial Center Manager operations performing Teller or Teller Manager and Financial Service Representative duties as needed.
Build relationships with community businesses and consumer clients, achieving personal and branch targets and goals for new accounts and teller operations.
Model consistent, distinctive service to all customers when delivering the FirstBank service experience.
Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols.
Regular and reliable attendance.
Perform other duties as assigned.
Qualifications:
Education
High school diploma or the equivalent required
Experience
Minimum of one year, with specific bank experience preferred
Certifications and Licenses
Notary preferred
FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
$30k-34k yearly est. Auto-Apply 60d+ ago
Universal Banker I
CB&S Bank 4.2
Personal banker job in Birmingham, AL
Job Description
GENERAL FUNCTION:
This position is the Customer Ambassador for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them.
Performs primarily in teller role, but has secondary responsibilities in new accounts. Accurately and efficiently processes and records routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, and processing loan payments. Promotes and advises on the bank's products and services and refer the appropriate products and services matching the customer needs. This position will also refer customers to the appropriate source or channel to address their need.
MAJOR DUTIES AND RESPONSIBILITIES:
Provides quality customer service through courteous and accurate handling of transactions.
Performs specialized tasks such as preparing cashier's checks, cash advances, and ATM Balancing.
Identifies customers, validates and cashes checks, accepts cash and checks for deposit, and checks accuracy of deposit slips.
Accurately balances assigned cash drawer.
May serve as Vault Teller or Vault Teller Backup.
May be responsible for operating and balancing a Teller Cash Recycler (TCR).
Ensures compliance with all internal controls and policies and procedures
Answers inquiries regarding checking and savings accounts and other bank related products; attempts to resolve issues and problems with customer's accounts
Develops knowledge of bank products through independent study of Product Knowledge Manual and general banking knowledge through Professional Development or CFT courses.
Completes all required monthly and quarterly training.
Accurately processes and/or reports the following as outlined in established branch procedures:
Garnishments, tax levies, subpoenas, etc.
Counterfeit Currency Report.
Mail (USPS, UPS, interoffice, mail deposits, hold mail, etc.)
Night deposit logs.
Balancing and reporting of the negotiable instrument log.
Provides a complete range of customer services at the financial institution, including opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts.
Receives deposits and ensures that all accounts are properly processed.
Establishes retirement accounts, and makes arrangements for direct deposits.
Completes arrangements and documents for special services such as exchanges of foreign currency.
Carries out the financial institution's client retention strategies.
Proactively prospects for new business.
May serve as Publicity Coordinator and/or Digital Champion.
Actively refers loans, outside lines of business, and other bank services to appropriate financial institution specialists.
Opens and closes office by following established security procedures.
Represents the financial institution in community affairs and civic organizations.
Performs any other duties assigned by the supervisor.
JOB QUALIFICATIONS
High school graduate or equivalent.
One year of teller experience or relevant work experience including clerical, administrative, cash handling, or customer service experience required.
Ability to interact with customers in a professional and friendly manner.
Job Posted by ApplicantPro
$29k-34k yearly est. 19d ago
Universal Banker
First Bank Online 4.5
Personal banker job in Birmingham, AL
The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank's needs discovery process.
Essential Duties & Responsibilities:
* Identify customer needs and provide appropriate guidance and perspective when recommending and explaining bank products and services, using established guidelines, brand model and service standards; make referrals to the appropriate Bank partners as customer needs dictate.
* Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic and advanced customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate.
* Support Financial Center Manager operations performing Teller or Teller Manager and Financial Service Representative duties as needed.
* Build relationships with community businesses and consumer clients, achieving personal and branch targets and goals for new accounts and teller operations.
* Model consistent, distinctive service to all customers when delivering the FirstBank service experience.
* Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols.
* Regular and reliable attendance.
* Perform other duties as assigned.
Qualifications:
Education
* High school diploma or the equivalent required
Experience
* Minimum of one year, with specific bank experience preferred
Certifications and Licenses
* Notary preferred
$30k-34k yearly est. Auto-Apply 60d+ ago
Financial Associate
River Bank & Trust 4.2
Personal banker job in Birmingham, AL
Job Description
Financial Associate FLSA Status: Non-Exempt (Hourly)
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.
Position Summary:
While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
Answer incoming calls, whether externally or internally;
Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
Balance cash drawer periodically throughout the day and/or at least daily
Miscellaneous projects and other duties as requested by Management
Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types.
Minimum Qualifications:
High School diploma or equivalent
Previous banking or cash handling experience preferred
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Skills, Abilities & Expectations:
Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
Ability to apply general accounting knowledge processes (debits, credits, balancing)
Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are absolutely essential
Willingness to adapt to change
Work within a variety of different software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work on a regular basis, on time, and withstand varying degrees of stress
Excellent interpersonal and communication skills
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
$42k-67k yearly est. 17d ago
Senior Premier Banker - Vestavia - Birmingham, AL
W.F. Young 3.5
Personal banker job in Vestavia Hills, AL
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting End Date:
5 Feb 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.
$48k-75k yearly est. Auto-Apply 6d ago
Senior Premier Banker - Vestavia - Birmingham, AL
Wells Fargo 4.6
Personal banker job in Vestavia Hills, AL
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
**In this role you will:**
+ Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
+ Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
+ Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
+ Escalate banking related issues or business risks that require an in-depth evaluation
+ Advise customers on various aspects of recommended and available financial options and services
+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
+ Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
+ Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
+ Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
+ Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
+ Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
+ Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 3+ years of experience building and maintaining effective relationships with customers and partners
+ 3+ years of experience recommending products and services
**Desired Qualifications:**
+ Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
+ Experience recommending financial services products and services
+ Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
+ State Insurance license(s)
+ 3+ years of experience in a licensed financial services position
+ Customer service focus with experience handling complex transactions across multiple systems
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Excellent verbal, written, and interpersonal communication skills
+ Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
+ Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
+ Ability to follow policies, procedures, and regulations
+ Ability to educate and connect customers to technology and share the value of self-service digital banking options
+ Experience using strong business acumen to provide financial services consultation to small business customers
+ Knowledge and understanding of financial services consumer lending products
+ Ability to interact with integrity and professionalism with customers and employees
+ High motivation with ability to successfully meet team objectives while maintaining individual performance
+ Experience mentoring and peer-coaching others
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Adherence to Wells Fargo sales practices risk management culture
+ Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
+ For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
+ State Insurance license(s) are required for this role and must be completed within a specified period
+ Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
+ Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
+ A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting End Date:**
5 Feb 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-516536
$53k-102k yearly est. 5d ago
Private Client Banker - Trussville Branch (New Build) - Birmingham, AL
JPMC
Personal banker job in Birmingham, AL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$25k-31k yearly est. Auto-Apply 60d+ ago
Personal Banker III
Cadence Bank 4.7
Personal banker job in Birmingham, AL
As a senior-level PersonalBanker you will provide best-in-class service by developing deep customer relationships and understanding their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. PersonalBanker III/IV team members will be cross-functional in a universal banking model to assist clients with a myriad of financial needs.
Functions:
* Originate complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Originate consumer lending products including home equity loans and lines of credit (NMLS registration required).
* Engage in the Bank's Consultative Conversation Model (CCM) with customers and prospect to explore the customer's financial needs and recommend appropriate bank products. Refer opportunities to other departments when appropriate.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Identify business opportunities and make quality referrals to the proper business partners and internal teammates.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Cash handling and adherence to proper balancing procedures when handling transactions.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Qualifications:
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 2+ years of sales, service or marketing experience in a progressive environment required.
* 1+ years of lending experience preferred.
* 1+ years of cash-handling experience preferred.
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position requires S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$23k-27k yearly est. 4d ago
Patient Financial Services Representative
Addiction and Mental Health Services 3.8
Personal banker job in Warrior, AL
About Company:
We're officially a Great Place To Work ! We've always believed that supporting our team is just as important as supporting our patients. Now, we're proud to share that we've earned Great Place To Work Certification - based entirely on feedback from our own employees.
Read more here: *************************
This certification reflects the culture we've worked hard to build - one rooted in trust, inclusion, and purpose-driven leadership.
At Bradford Health Services, we are committed to providing exceptional care to our patients while fostering a supportive and rewarding workplace for our employees. We believe that taking care of our team allows them to take better care of others, which is why we offer a comprehensive benefits package designed to support their well-being.
Our benefits include:
Medical Coverage - Three new BCBSAL medical plans with better rates, improved co-pays, and enhanced prescription benefits.
Expanded Coverage - Options for domestic partners and a wider network of in-network providers.
Mental Health Support - Improved access to services and a new Employee Assistance Program (EAP) featuring digital wellness tools like Cognitive Behavioral Therapy (CBT) modules and wellness coaching.
Voluntary Coverages - Pet insurance, home and auto insurance, family legal services, and more.
Student Loan Repayment - Available for nurses and therapists.
Retirement Benefits - 401(k) plan through Voya to help employees plan for the future.
Generous PTO - A robust paid time off policy to support work-life balance.
Voluntary Benefits for Part-Time Employees - Dental, vision, life, accident insurance, and telehealth options for those working 20 hours or more per week.
At Bradford Health Services, we don't just invest in our patients-we invest in our people.
About the Role:
The Patient Financial Services Representative plays a critical role in ensuring a smooth financial experience for patients within healthcare facilities across the United States. This position is responsible for managing patient accounts, assisting with billing inquiries, and facilitating payment processes to support the financial health of the organization. The representative acts as a liaison between patients and the healthcare provider, helping to clarify insurance coverage, payment options, and financial assistance programs. By providing clear, compassionate, and accurate financial information, this role helps reduce patient stress and promotes timely payments. Ultimately, the Patient Financial Services Representative contributes to the overall patient satisfaction and operational efficiency of the healthcare facility.
Minimum Qualifications:
High school diploma or equivalent required; associate degree or higher preferred.
Experience in a healthcare or financial services environment, particularly in billing or customer service roles.
Basic knowledge of medical terminology, insurance processes, and healthcare billing practices.
Proficiency with computer systems and software used for billing and patient account management.
Strong communication and interpersonal skills to effectively interact with patients and team members.
Preferred Qualifications:
Certification in medical billing or coding (e.g., Certified Medical Reimbursement Specialist) is advantageous.
Experience working with electronic health record (EHR) systems and healthcare financial software.
Familiarity with federal and state healthcare regulations, including HIPAA compliance.
Demonstrated problem-solving skills and ability to handle sensitive financial discussions with empathy.
Responsibilities:
Communicate with patients to explain billing statements, insurance coverage, and payment options clearly and professionally.
Assist patients in setting up payment plans and resolving billing disputes or discrepancies.
Verify insurance information and coordinate with insurance companies to ensure accurate claim processing.
Maintain accurate and up-to-date patient financial records in compliance with healthcare regulations and privacy standards.
Collaborate with internal departments such as billing, collections, and clinical staff to resolve financial issues and improve patient service.
Skills:
The required skills enable the Patient Financial Services Representative to accurately interpret and communicate complex billing information to patients, ensuring clarity and understanding. Proficiency in healthcare billing software and electronic records systems allows for efficient management of patient accounts and timely resolution of financial issues. Strong interpersonal and communication skills are essential for building trust and providing compassionate support during potentially stressful financial conversations. Preferred skills such as bilingualism and knowledge of regulatory compliance enhance the representative's ability to serve a diverse patient base and maintain confidentiality. Together, these skills facilitate effective collaboration with internal teams and external insurance providers, contributing to the overall financial stability and patient satisfaction of the healthcare organization.
$25k-34k yearly est. Auto-Apply 45d ago
Mortgage Banker
Renasant Corp 4.3
Personal banker job in Birmingham, AL
The Mortgage Banker will be responsible for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated service area for the purpose of generating production of all one to four family residential products (conforming, conventional, FHA, and VA, as well as other products as they become available). This individual will serve as the facilitator of the mortgage loan process and also must maintain productive relationship with mortgage operations staff.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Originate all types of 1-4 family residential loans
* Maintain written goals that are created in conjunction with the Mortgage Banking Department
* Coordinate loan production throughout assigned service area
* Maintain prescribed system status report of all loan cases in process
* Report monthly on the calls made to banks, realtors, and builders
* Communicate with the Mortgage Banking department in order to clarify program changes or updates to branch personnel throughout assigned service area
* Counsel and communicate with the prospective borrower for the purpose of determining what loan products would be applicable
* Schedule appointments to take applications at a location (home, branch office, or work location) convenient to the customer, and work with the customer in the completion of an accurate application and acquisition of supporting documentation
* Gather additional information required for the closing of the mortgage which is requested by the Mortgage Banking Department in a timely manner and maintain a status report of all loans in process
* Assist customer with closing contingencies
* Prepare Good Faith Estimate and Truth-In-Lending within 72 hours from date of application on all applications taken
* Provide the Realtor (if applicable) with a weekly written review on the progress of the loan
* Educate and update branch personnel throughout immediate service area on identification of conforming loan requirements and how to answer customer inquiries
* Establish rapport with the local real estate community and update regularly on programs available by calling on realtors, builders, and attorneys that have an existing relationship with Renasant Bank for the solicitation of the origination of mortgage loans and to determine product needs and coordinate these needs with supervisor
* Survey local market areas regularly
* Establish priority accounts (realtors, builders, title companies, etc.) and visit respective offices at least once a week
* Conduct seminars for local realtors and new associates on different aspects of lending; i.e., conventional, FHA/VA, ARM's, CRA)
* Become active in local affiliations relative to mortgage loan production; i.e., Board of Realtors, Home Builders Association
* Perform all duties in compliance with state and federal regulations and internal policies and procedures as is applicable to the responsibilities of the position
* Attend production meetings as designated by management
* Maintain licenses and certifications, if applicable
* Work independently in an outside sales setting which requires reliable transportation
* Perform other related duties as assigned
The aforementioned duties are all essential job functions of this position.
Qualifications
* High School diploma or equivalent required
* Ability to originate 1-4 family residential mortgage products
* Thorough knowledge of FHLMC/FNMA, FHA, VA, and other general mortgage banking lending procedures and requirements
* Ability to communicate verbally and in writing and to deal cordially with the public
* Ability to organize time effectively
* Ability to learn and comprehend regulatory directives and procedures in a short period of time
* Ability to represent Renasant Bank in a professional manner projecting the image of "Customer Focused Banking"
* Ability to work independently and make decisions following state and federal regulatory guidelines
* Must have a reliable means of transportation to facilitate responsibilities
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$17k-27k yearly est. Auto-Apply 60d+ ago
Financial Services Representative State Farm Agent Team Member
Jud Bennett-State Farm Agent
Personal banker job in Birmingham, AL
Job DescriptionBenefits:
Life/disability insurance
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Ability to make presentations to potential customers
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$20k-30k yearly est. 6d ago
Priority Banker (Onsite - Birmingham)
Regions Bank 4.1
Personal banker job in Hoover, AL
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Contact Center Priority Banker provides full-service banking to affluent clients through appropriate advice, guidance, and education on Regions' financial products and services.
Primary Responsibilities
Achieves Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions' financial products and services
Achieves required levels of inbound/outbound phone calls from the top 10% of Regions customer base
Educates and advises customers on products and services, including all loan and deposit types
Takes ownership of customer issues and works proactively with the customer for resolution
Refers customers to an internal team of experts when complex financial goals and needs are recognized
Completes work with a limited degree of supervision
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information.
Requirements
High School Diploma or GED
Two (2) years of experience in customer service, sales, or banking
Ability to accurately observe stable and scrolling on-screen text and images
Ability to accurately detect verbal information and communicate verbally using a headset or speaker and microphone
Ability to operate a keyboard and mouse to type and make on-screen selections
Ability to work at a computer for extended periods of time
If applying for a position that will work from a remote location and not in a Regions facility, the following technical specifications will be required:
Download speed of at least 50 megabits per second (Mbps). The Internet Service Provider (ISP) should be able to furnish this information
Upload speed of at least 5 megabits per second (Mbps). The Internet Service Provider (ISP) should be able to furnish this information
Must test on speedtest.net to confirm download speed or provide documentation from provider
Must be directly connected to the Internet Router via ethernet cable. Satellite Internet, Wi-Fi and Wi-Fi extenders are not allowed.
Preferences
College Degree
One (1) year of experience lending
One (1) year of experience in relationship-based client consultation
Skills and Competencies
Ability to adhere to policies, procedures, and guidelines
Ability to handle multiple priorities simultaneously
Ability to problem solve
Ability to provide personalized customer service
Ability to work in a fast paced and energetic environment
Basic computer skills with the ability to navigate various systems
Intermediate knowledge of general banking, electronic banking, account opening processes and credit card products and services
Strong communication and customer focus
Strongly preferred:
One (1) year of banking experience
Onsite 5-Week Training Schedule:
Monday-Friday 8:00am-5:00pm
After Training Work Schedule:
Monday-Friday in the office 10:00am - 7:00pm CST (one day off during the week either Tuesday, Wednesday, or Thursday) and EVERY Saturday or Sunday 10:00am - 7:00pm CST you will work remotely. Your off day will be based on the needs of the business.
***May be required to work select bank holidays. ***
Proximity to Hoover, AL required, this is NOT a remote position.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$37,450.77 USD
Median:
$46,150.00 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
*************************************************************
Location DetailsRiverchase Operations CenterLocation:Hoover, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
$37.5k-46.2k yearly Auto-Apply 7d ago
Universal Banker - Bessemer
Truist Bank 4.5
Personal banker job in Bessemer, AL
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
$31k-38k yearly est. Auto-Apply 6d ago
Relationship Banker - Far South Market - Homewood, IL
Chase 4.4
Personal banker job in Homewood, AL
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$22k-27k yearly est. Auto-Apply 60d+ ago
Relationship Banker I
Trustmark 4.6
Personal banker job in Centreville, AL
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Responsibilities
* Identify customer needs and make the appropriate referrals through proactive sales/service efforts.
* Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
* Deliver exceptional customer experience that follows Trustmark's service standards.
* Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
* Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
* Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
* Making outreach calls to customers and/or prospects.
* Comply with the bank's guidelines, policies, procedures, and standards of performance.
* Perform additional duties as assigned.
Qualifications
* High school diploma or GED
* One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable).
* Able to use basic math concepts and can handle routine transactions and close out the cash drawer
* Exceptional customer service skills with the ability to learn and communicate Trustmark products
* Pass appropriate assessment tests related to customer service and math skills
* Able to meet sales goals in a retail environment
* Basic computer skills and the ability to learn internal technology systems to perform work tasks
* Strong interpersonal and communication skills both verbal and written
* Time management skills
* Detail-oriented with a focus on quality and accuracy
* Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Preferred:
* Experience in maintaining and balancing a cash drawer
Physical Requirements/Working Conditions:
Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment
$22k-25k yearly est. Auto-Apply 24d ago
Financial Services Representative (Overstaff)
Worldacceptance
Personal banker job in Northport, AL
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $18
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-18 hourly Auto-Apply 50d ago
Community Banker I - Clanton
Marion Community Bank 4.1
Personal banker job in Clanton, AL
COMMUNITY BANKER I
About us:
Through unmatched service and innovative solutions, Marion Community Bank helps make financial success achievable for all customers. For over 90 years, we have been a cornerstone of financial trust and service in the communities we serve.
The bank is currently seeking a Community Banker I to join our team!
This is a full-time, in-office position based in our Clanton Branch. The position generally follows a standard schedule of Monday through Thursday, 8:00 AM to 4:30 PM and Friday, 8:00 AM to 5:00 PM; hours may vary based on business needs.
Key responsibilities include:
Leadership:
Proactively seek opportunities for personal and professional development. Be growth minded.
Enthusiastically support bank initiatives. Reinforce company-wide communication.
Develop and maintain a supportive relationship with branch and interdepartmental teammates.
Sales & Service:
Exhibit strong communication and presentation skills.
Have a strong working knowledge of ALL bank products/services and cross-sell these products/services to new and existing customers.
Assist Branch Managers in identifying new and existing sales opportunities.
Deliver unmatched service by consistently executing the MCB PROMISE.
Job Functions:
Bring in new bank customers and enhance existing customer relationships by developing and executing a sales plan. The plan should include a minimum of 5 sales calls per week and have a good mix of customers, prospects, and centers of influence.
Set, plan, and execute weekly sales calls on existing customers, prospects and centers of influence.
Actively network in the community to build relationships that lead to referrals.
Consistently meet or exceed loan, deposit, and cross selling goals.
Manage and monitor your loan portfolio within the guidelines set by the Chief Credit Officer and Loan Operations Manager.
Complete all assigned training by required deadlines.
Other duties as assigned.
Qualifications
Marion Community Bank offers a competitive benefits package, including health, dental, vision and life insurance, a flexible spending account (FSA), and a 401(k)-retirement plan with company match. We are committed to supporting the well-being and financial security of our team members.
Marion Community Bank is an Equal Opportunity Employer. We are committed to building a diverse and inclusive team and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other legally protected status in accordance with applicable laws.
Employment offers may be contingent upon successful completion of a background check. Marion Community Bank participates in E-Verify to confirm the employment eligibility of all newly hired employees.
If you require assistance or accommodation during the application or interview process due to a disability, please contact us directly, and we will make every effort to accommodate your needs.
$25k-37k yearly est. 15d ago
Vitae Bank 2025-2026 College of Health Professions
University of Montevallo 3.2
Personal banker job in Montevallo, AL
Name Vitae Bank 2025-2026 College of Health Professions Job Title Vitae Bank 2025-2026 College of Health Professions College College of Health Professions Division Academic Affairs Position Type Temporary Faculty Part-time Salary Competitive Adjunct Rate FLSA Exempt Job Description Summary
Teach courses as assigned by the Department Chair.
Temporary faculty in the following areas: dietetics; nursing; and exercise science.
Adjunct Instructor for the College of Health Professions serves as an official representative of the University, promoting a positive first-impression by adopting and demonstrating a collegial, customer-service approach to students, parents, faculty, staff and other members of the University community.
Preferred Qualifications
Master's degree with 18 graduate hours in teaching discipline from a regionally accredited institution or equivalent in professional experiences.
Special Instructions Summary EEO Statement
The University of Montevallo does not discriminate against job applicants based on their national origin or citizenship or immigration status. Because of the costs associated with visa sponsorship/transfer, the University typically will not sponsor applicants for a work visa or transfer of an existing visa. No commitment for visa assistance and/or sponsorship can be made until a thorough search is conducted, including a proper and methodical review of all applicants.
UM is an EO/V/D Employer
$22k-26k yearly est. 39d ago
Private Client Banker - Columbus Arrington Park Branch (New Build) - Columbus, MS
JPMC
Personal banker job in Tuscaloosa, AL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
How much does a personal banker earn in Birmingham, AL?
The average personal banker in Birmingham, AL earns between $20,000 and $32,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Birmingham, AL
$25,000
What are the biggest employers of Personal Bankers in Birmingham, AL?
The biggest employers of Personal Bankers in Birmingham, AL are: