Financial Services Representative
Personal banker job in Towson, MD
Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive.
What You'll Do:
Create amazing experiences for every member who walks through the door
Help members find the right accounts, loans, and financial solutions
Handle day-to-day transactions with accuracy and confidence
Support loan applications and keep members updated along the way
Work with a supportive team that celebrates wins and drives results together
Stay sharp on products, policies, and new opportunities to serve members better
What Makes You Great for This Role:
A passion for helping people and delivering standout service
Confidence in recommending products that truly meet member needs
Strong communication, attention to detail, and problem-solving skills
Comfortable learning new systems and juggling multiple tasks
Experience in customer service, sales, or cash handling (banking is a plus!)
If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad.
Build relationships that matter-one member at a time!
Proprietary Equity Traders Wanted
Personal banker job in Arlington, VA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyTrader
Personal banker job in Baltimore, MD
Job Description
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
Global Equity Trader
Personal banker job in Baltimore, MD
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
* Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
* Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
* Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
* Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
* Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
* Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
* Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
* Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
* Stay current on global market structure developments, regulatory changes, and trading innovations
* Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
* Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
* Assist with management of CSA budget and bundled research arrangements
* Produce and be able to present on quarterly best execution and board reporting
* Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
* 10+ years of global equity trading experience across global markets and managing firm risk
* Proven leader and self-starter requiring limited oversight
* Ability to work rotational overnight shifts to support global trading operations
* Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
* Collaborative and proactive mindset with strong interpersonal skills
* Comfortable working in a fast-paced, deadline-driven environment
* Familiarity with compliance regulations regarding best execution and fair allocation practices
* Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
* Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
* Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
* Strategic thinker with a passion for global equity, capital markets, and ETFs
* Demonstrable history of success in former roles
* Flexible and adaptable
* Detail oriented with strong analytical skills
* Superior communication skills
* Ability to maintain composure and focus through stressful situations
* Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
* Easily viewed as a trustworthy and dependable team player
* Self-confidence
* Fair and balanced in negotiating complex situations
* A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
* Medical
* Dental
* Vision
* Wellness program participation incentive
* Financial wellness program
* Fitness event fee reimbursement
* Gym membership discounts
* Colleague Assistance Program
* Telemedicine Program (for those enrolled in Medical)
* Adoption Benefits
* Daycare late pick-up fee reimbursement
* Basic Life & Accidental Death & Dismemberment Insurance
* Voluntary Life & Accidental Death & Dismemberment Insurance
* Short Term Disability
* Paid parental leave
* Group Long Term Disability
* Pet Insurance
* 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Auto-ApplyPrivate Banker 2
Personal banker job in Baltimore, MD
Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future.
Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Compensation Grade:
EXT11
Pay Range:
$91,858.00 - $153,088.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyPrivate Client Banker - Maryland West Market
Personal banker job in Bethesda, MD
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyResume Bank
Personal banker job in Washington, DC
Job DescriptionHouse Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes:
- Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more!
House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Digital Resume Bank
Personal banker job in Washington, DC
AB PAC - the largest research, tracking, and rapid response operation in the Democratic Party - is focused on holding Republicans accountable and helping deliver Democratic victories. American Bridge 21st Century not only brings to light what Republicans are saying behind closed doors, but also runs large-scale paid media programs that center storytellers and utilize a data-driven approach to achieve the greatest impact.
The Digital Team works closely with the Communications Department to push American Bridge's messaging across online channels, amplifying earned media coverage and shaping the narratives around key elections across the country. While our primary focus is creating and sharing content on social media, we also manage an advanced website presence as well as a digital fundraising operation.
If you are interested in learning more about the team and our work, please follow the link provided to upload your resume. Applicants of diverse backgrounds are welcomed and encouraged to apply.
American Bridge 21st Century / AB PAC is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, gender expression or identity, and disability.
We offer a competitive salary and a strong benefits package.
American Bridge 21st Century / AB PAC is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.
Branch Small Business Banker (SAFE)
Personal banker job in McLean, VA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
Service business customers with their business needs in a branch environment
Carry out business banking focused functions over the phone
Present recommendations for resolving more complex situations
Provide information to colleagues, internal partners, and stakeholders, including customers
Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
Participate in community organizations and build relationships with centers of influence
Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Required Qualifications:
2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
1+ year of experience managing a dedicated book of small business customers across assigned territory
Knowledge and understanding of book of business
Experience using strong business acumen to provide financial services consultation to small business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
Customer service focus with experience handling complex transactions across multiple systems
Experience building and maintaining effective relationships with customers and internal partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Fluent in Spanish a plus
Job Expectations:
This position is not eligible for Visa sponsorship.
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Location: 6840-6844 Old Dominion Dr., MCLEAN, VA 22101
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
14 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
2026 Cycle Talent Bank
Personal banker job in Washington, DC
Department: Various
The Democratic Congressional Campaign Committee (DCCC) is the official national Democratic campaign committee charged with electing Democrats to the U. S. House of Representatives. The DCCC recruits Democratic candidates and supports Democratic campaigns - both challengers and Democratic incumbent Members - with a variety of services including field operations, fundraising support, communications assistance, digital strategy, research support and management consulting. The DCCC is supported by the contributions of individuals and organizations, along with Democratic Members, from throughout the country. We look for talented and hard-working professionals who are committed to electing Democrats and winning the House majority.
Due to the cyclic nature of our organization, all positions are subject to separation at the end of the election cycle.
Position Summary:
Are you interested in working at the DCCC for the 2026 election cycle but you don't see a job posting or department talent bank that matches your background or interest?
Submit an application here and we'll have your information on hand for future openings!
Requirements
Commitment to the election of Democrats in the U.S. House of Representatives;
Desire to work in a fast-paced environment and ability to practice discretion;
Strong political judgment and problem-solving abilities;
Familiarity with Democratic political actors and landscape a plus;
Draws from team members' strengths, empowering them to maximize their talents; contributes where needed to achieve and exceed goals; mentors and guides colleagues with regular feedback and recognition; clearly lays out vision and expectations to the team;
Proactively fosters an inclusive atmosphere and commitment to diversity, equity and inclusion;
Ability to demonstrate multicultural competence - the awareness, knowledge and skills needed to work with others who are culturally different from self in meaningful, relevant and productive ways;
Personal and professional commitment to promoting and investing in cross-cultural skills and awareness related to individuals from broad backgrounds, races, ethnicities, religions, gender, sexual orientation, gender identity and disability;
Proven interpersonal, communication, and collaboration skills with the ability to build relationships with staff at all levels
Why You Should Work Here:
We recognize and reward hard work
Learn, develop, and hone professional skills related to running and operating multi-dimensional political campaigns and the operating systems that support the campaigns.
Experience working with the largest Democratic battlefield, containing numerous highly competitive campaigns in diverse districts across the nation.
Opportunities to expand your network and engage with policy makers, political candidates, Democratic Party leaders and a diverse team of professionals and colleagues.
Gain experience in cross-team interaction and exposure to other functions and departments within the DCCC.
Equity and inclusion are actively integrated into decisions made at Senior Team and Department levels regarding hiring, contracting, and political strategy
Benefits:
Medical, dental, and vision plans with premiums fully paid for by DCCC
Accidental Death and Dismemberment (AD&D) and Life Insurance fully paid for by DCCC
More than 25 days of paid time off (which includes federal holidays, time off around the holidays, vacation, and sick days)
Paid parental leave
Fertility and growing family support with $10,000 subsidiary paid by DCCC
Pet Insurance Discount
Up to 6% retirement employer match contribution
Long-term Disability fully paid for by DCCC
Monthly mobile phone stipend
Monthly metro benefits (for employees located in the DC metro area only)
Gym Access (for employees located in the DC metro area only)
Capital Bikeshare Discount (for employees located in the DC metro area only)
Employee Assistance Program
Employee Resource Groups
Diversity Mission Statement:
The diversity mission of DCCC is for DCCC to reflect the diversity of the country, which strengthens the core mission of electing House Democrats. To that end, DCCC strives to create an inclusive environment that cultivates and supports diversity at every organizational level, including its staff, candidates, vendors, and contractors.
Equal Opportunity/Diversity Policy:
DCCC prohibits discrimination of employment, promotion, compensation, terms, conditions, or privileges of employment on the basis of race, color, ancestry, national origin, gender, sexual orientation, sex (including marital and parental status), religion, age, disability, actual or perceived gender identity or expression, weight, personal appearance, family responsibilities, genetic information, economic status, genetic information, veteran's status, or any other basis prohibited by applicable law. DCCC is an equal opportunity employer and will comply with all applicable laws prohibiting discrimination in employment.
Branch Small Business Banker (SAFE)
Personal banker job in McLean, VA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
Service business customers with their business needs in a branch environment
Carry out business banking focused functions over the phone
Present recommendations for resolving more complex situations
Provide information to colleagues, internal partners, and stakeholders, including customers
Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
Participate in community organizations and build relationships with centers of influence
Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Required Qualifications:
2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
1+ year of experience managing a dedicated book of small business customers across assigned territory
Knowledge and understanding of book of business
Experience using strong business acumen to provide financial services consultation to small business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
Customer service focus with experience handling complex transactions across multiple systems
Experience building and maintaining effective relationships with customers and internal partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Fluent in Spanish a plus
Job Expectations:
This position is not eligible for Visa sponsorship.
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Location: 6840-6844 Old Dominion Dr., MCLEAN, VA 22101
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
14 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyUniversal Banker
Personal banker job in McLean, VA
Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Banks target market area. Rapid consolidation in the Banks target market has created an opportunity for a community-based commercial bank.
At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community.
A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Banks strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Banks primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers:
Our unique approach to financial services and our can do attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs.
Trustar Bank is currently seeking an experienced Universal Banker responsible for providing high quality customer service as a cross-trained new accounts representative. The Universal Banker is empowered to own the entire customer experience. The Universal Banker must follow all established policies and procedures of the bank.
Summary of Job Duties:
* While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch.
* Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures.
* Ask open ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services.
* Professionally provide timely and accurate responses to client inquiries.
* Perform account opening and servicing with confidence and precision.
* Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures.
* Support the Branch in all sales, service and community related initiatives.
* Candidate will assist with other duties as assigned.
Requirements:
High school diploma or its equivalent. At least one to two years banking experience in a teller or new accounts position is preferred.
Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally.
Skills/Knowledge:
A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person.
Working Conditions:
Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours. May also work in our Bethesda, Great Falls, and Reston locations.
Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.
Universal Banker
Personal banker job in McLean, VA
Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Bank s target market area. Rapid consolidation in the Bank s target market has created an opportunity for a community-based commercial bank.
At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community.
A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Bank s strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Bank s primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers:
Our unique approach to financial services and our can do attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs.
Trustar Bank is currently seeking an experienced Universal Banker responsible for providing high quality customer service as a cross-trained new accounts representative. The Universal Banker is empowered to own the entire customer experience. The Universal Banker must follow all established policies and procedures of the bank.
Summary of Job Duties:
While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch.
Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures.
Ask open ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services.
Professionally provide timely and accurate responses to client inquiries.
Perform account opening and servicing with confidence and precision.
Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures.
Support the Branch in all sales, service and community related initiatives.
Candidate will assist with other duties as assigned.
Requirements:
High school diploma or its equivalent. At least one to two years banking experience in a teller or new accounts position is preferred.
Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally.
Skills/Knowledge:
A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person.
Working Conditions:
Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours. May also work in our Bethesda, Great Falls, and Reston locations.
Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.
Cloud Services Financial Specialist
Personal banker job in McLean, VA
We are seeking a **Financial Specialist** who will provide financial management, billing, and reconciliation support for cloud-related accounts and services. This role ensures the accurate setup, allocation, tracking, and reporting of expenditures and credits, while maintaining compliance with federal and organizational policies. The specialist will collaborate with project teams, principal investigators, researchers, and administrators to manage billing, cost allocations, and funding documentation.
The ideal candidate is a collaborative team player with strong problem-solving skills, able to work effectively under pressure and adapt quickly to changing priorities. They are customer service oriented, responsive, and capable of translating complex financial information into clear guidance. A quick learner with strong troubleshooting abilities and a proactive mindset will thrive in this fast-paced environment.
**Contributions**
**Key Responsibilities:**
+ Coordinate account setup, billing structures, and cost allocations with agency stakeholders, Cloud Service Provider (CSP) resellers, and internal departments.
+ Maintain accurate financial records and tracking of cloud expenditures, credits, and funding sources.
+ Reconcile monthly invoices, ensuring costs are properly allocated to grants, cost centers, or internal accounts.
+ Assist in developing and maintaining standard operating procedures (SOPs) for financial and billing processes.
+ Monitor cloud spending and usage, and provide regular reporting and analysis.
+ Identify and resolve billing discrepancies or funding allocation issues in coordination with stakeholders.
+ Stay current on policy updates, cost allocation rules, and credit usage guidelines.
+ Support audit requests, internal reviews, and data calls related to cloud financial management.
+ Contribute to continuous process improvement and financial compliance efforts.
**Qualifications**
+ Bachelor's degree
+ 3+ years of experience in financial analysis, billing, cost accounting, or grants management.
+ Understanding of federal grant funding mechanisms and internal funding processes.
+ Experience supporting federal internal funding mechanisms, including preparation or execution of MOUs, IAAs, DCCs, or related funding documentation to establish billing and cost recovery processes.
+ Experience with financial systems such as Costpoint, Oracle, or similar ERP platforms.
+ Proficiency in Microsoft Excel and financial reporting tools.
+ Experience with Microsoft business analytics tools, such as Power BI
+ Familiarity with federal research administration or academic research environments.
+ Knowledge of cloud billing systems (AWS, Google Cloud, Azure) and federal research cloud programs.
+ Experience with grants management systems (e.g., eRA Commons).
+ Experience with acquisitions and contracts management.
+ Strong attention to detail, analytical, and organizational skills.
+ Excellent written and verbal communication abilities.
+ Ability to obtain and maintain a Public Trust clearance.
+ This position requires onsite three (3) days per week in Bethesda, MD.
**About** **steampunk**
**Identity Statement**
As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.
Steampunk is a **Change Agent** in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our **Human-Centered delivery methodology** , we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an **employee owned company** , we focus on investing in our employees to enable them to do the greatest work of their careers - and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit ************************ .
_We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Steampunk participates in the E-Verify program._
Refer a Friend (******************************************************************************************************************************************
**Need help finding the right job?**
We can recommend jobs specifically for you!
**Job Location** _US-VA-McLean_
**Posted Date** _2 months ago_ _(10/14/2025 9:22 AM)_
**_Job ID_** _6930_
**_Clearance Requirement_** _Public Trust_
Business Banker 3
Personal banker job in Baltimore, MD
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems.
Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time.
Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships.
Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships.
Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community.
Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information.
Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
7
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Compensation Grade:
EXT13
Pay Range:
$111,150.00 - $185,250.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Personal banker job in Bethesda, MD
I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career!
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Health benefits
Profit sharing
401K
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement in my agency
Signing Bonus up to $
Learning to market property/casualty, life, health, bank and mutual fund products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
Financial Services Representative State Farm Agent Team Member
Personal banker job in Kensington, MD
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team.
About Us:
At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability.
Role and Responsibilities:
As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements.
Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement.
Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have.
Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers.
Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly.
Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations.
Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous.
Bilingual Spanish
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
HOURS
Weekdays 9AM - 5PM
Financial Services Representative
Personal banker job in Pikesville, MD
The Freedom Federal Credit Union Difference
Freedom Federal Credit Union believes that a great member experience begins with a great team member experience. We value our team members not just for their talent, but also for the difference they make to our members and the communities we serve. We strive to help our team members live up to their fullest potential, and, with that in mind, provide each of them with a healthy, safe, and positive, yet challenging, work environment. A positive work-life balance, personal growth, purposeful work, and recognition of accomplishments are an essential part of what we offer. We're looking for people to join our team, who share our vision and passion to make a positive financial impact on our members' lives. If you're ready to take the next step, join Freedom to truly make a difference.
Starting rate for this role is $20/hour (rate is commensurate with experience).
This position is eligible for an incentive program of $25 per Guaranteed Asset Protection (GAP) policy or Mechanical Breakdown Protection (MBP) policy sold on vehicle loans.
Summary:
The Freedom Federal Credit Union Financial Services Representative I (FSR I) is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service, and operational tasks aimed at enhancing member satisfaction and contributing to the growth of the credit union.
Essential Duties & Responsibilities:
Member Service:
Greet members and visitors in a friendly and professional manner.
Address member inquiries regarding account information, transactions, and credit union products and services.
Resolve member issues and complaints promptly and effectively.
Sales:
Identify opportunities to cross-sell and up-sell credit union products and services, such as savings accounts, loans, credit cards, and insurance.
Meet or exceed individual and branch sales targets.
Conduct product presentations and explain the benefits and features of credit union offerings.
Account Management:
Open new member accounts, including savings, checking, and certificate accounts.
Process loan applications, provide loan information, and follow up with members throughout the loan process.
Assist members with account maintenance, including address changes, stop payments, and direct deposits.
Transactional Duties:
Perform teller duties such as cashing checks, accepting deposits, processing withdrawals, and handling payments.
Balance cash drawers and reconcile discrepancies.
Process wire transfers and other financial transactions accurately and efficiently.
Compliance and Risk Management:
Adhere to all credit union policies, procedures, and regulatory requirements.
Maintain confidentiality and security of member information.
Identify and report suspicious activities in compliance with anti-money laundering (AML) regulations.
Team Collaboration:
Work closely with other team members to ensure a cohesive and efficient branch operation.
Participate in branch meetings and contribute ideas to improve branch performance and member satisfaction.
Administrative Tasks:
Maintain accurate records of member interactions and transactions.
Prepare and submit reports as required by management.
Keep abreast of changes in credit union products, services, policies, and procedures.
Knowledge, Skills, and Experience
Customer Service Orientation
Sales Skills
Communication Skills
Attention to Detail
Problem-Solving Abilities
Technical Proficiency
Time Management
Team Collaboration
Required Experience
High School Diploma or equivalent; associate or bachelor's degree in finance, business, or a related field preferred.
Minimum 1-year previous experience in customer services, cash handling, and sales; Previous experience in banking or financial services preferred.
Knowledge of credit union operations and financial products.
Proven experience in sales and member service with a track record of achieving targets.
Ability to work flexible hours, including weekends, as needed.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations, and explanations with members, direct and indirect reports, and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance.
COMPANY INFORMATION:
Freedom Federal Credit Union is a community-chartered federal credit union offering consumer financial services to those who live, work, volunteer, worship, attend school, or have family in Harford, Baltimore, & Carroll Counties as well as Baltimore City. Additionally, Freedom offers a full line of banking services for all businesses, associations, and other organizations that are based in those same locations. To learn more, visit freedomfcu.org.
Freedom Federal Credit Union offers competitive compensation, and our benefit offerings include:
Paid time off Accrual of 17 days in 1st year of employment
11 paid holidays with an extra floating holiday for your birthday
Medical, Dental, and Vision coverage - Single and Family options available
Supplementary Health Benefit offerings including Critical illness insurance, Accident Insurance, and Hospital Indemnity Plans
Life and AD&D Insurance, Short-Term and Long-Term Disability Plans
401k Retirement Plan with employer match options after 1 year, potential for additional discretionary contribution from the organization each year
Tuition Reimbursement options of up to $5,250 each year
Freedom Federal Credit Union conducts credit, bond, and background checks. All new hires must present evidence of authorization to work in the US. Freedom Federal Credit Union participates in the E-Verify program. Freedom Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected Military/Veteran status and will not be discriminated against based on disability.
If you are a disabled applicant and cannot apply online, please contact Freedom directly at ***************************** for assistance.
Auto-ApplyUniversal Banker (Customer Service Representative) - Flex/Travel
Personal banker job in Queenstown, MD
Job Description
Come Join a Team that is Working Together to Enhance the Lives of our
Colleagues
,
Customers
and the
Community
Every Day!
This Customer Service Representative (CSR) role will travel among our 9 branches along Maryland's Eastern Shore, within these counties: Queen Anne, Talbot, Dorchester and Caroline
This position is responsible for delivering exceptional service, building and expanding strong relationships with our customers and supporting various operational needs of customers.
Duties and Responsibilities:
Build relationships by developing trust and engaging in conversations to understand customers' financial needs and uncovering opportunities to grow their relationships.
Open a variety of new accounts for customers including checking, IRA's, and CD's; Providing information and answering questions regarding interest rates, fees, and bank policies.
Handle account servicing requests including stop payment requests, wire transfers, dormant account reactivation, address changes, travel notifications, research, and ATM/Debit card orders.
Educate customers on digital services to deepen their understanding of alternative service opportunities and fraud solutions.
Work closely with colleagues throughout the bank to achieve branch goals and provide an exceptional customer experience.
Support CSAs as needed by processing customer transactions.
Follow all banking regulations, security and operational procedures to protect customers and bank assets.
Make decisions when questionable items are presented for cashing.
Provide support to less experienced branch staff members.
Comply with and work toward branch goals to achieve or exceed branch growth potential.
Adheres to Bank policies and procedures required by federal and state statutes, laws and regulatory rules.
Adheres to Company's Safety and Security Policies and Procedures.
Adheres to Company's behavioral standards and Core Values, which are Trust, Customer. Commitment, Teamwork, Excellence and Performance.
Performs other duties as assigned by management.
Qualifications (Knowledge, Skills, Abilities, Education and Experience):
High school diploma or GED.
One year of banking customer service required.
Demonstrated understanding of branch operation activities, terminology, products, and services
Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Strong computer skills to include database and Microsoft Office.
Ability to work independently and as a team member.
Detail oriented.
Basic math skills to include the ability to calculate interest and balance accounts.
Excellent communication skills
Good organizational and time management skills.
Ability to apply good judgement to carry out instructions, interpret documents, understand procedures, write reports and correspondence.
Physical Demands and Work Environment:
Mobility sufficient to perform activities required of position, including travel to branch locations
Manual dexterity for the functional operation of office equipment, such as computers, calculators, etc.
Ability to actively engage in necessary communications with internal and external customers.
Company Benefit Offerings for eligible employees:
Medical, Dental and Vision insurance offered 1st of the month following 30 days of employment
Paid Time Off (PTO) starts at 3 weeks per calendar year (prorated for new hires based on start date)
12 Paid Holidays (including Birthday)
401K retirement plan with up to a 4% Company match and immediate vesting
Tuition Reimbursement
Employer paid life insurance
Employer paid disability insurance
Voluntary life and disability insurance
Employee Assistance Program
Employee Discounts and Perks
Compensation:
The posted pay range for this position reflects a good faith estimate.
The posted pay range includes a $1.00 per hour Flex stipend for travel.
Actual compensation offered may vary based on factors such as relevant experience, skills, internal equity, tenure, performance and location.
Queenstown Bank is an Equal Opportunity Employer, including protected Veterans and individuals with Disabilities. Queenstown Bank is an E-Verify participant.
Global Equity Trader
Personal banker job in Baltimore, MD
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
Stay current on global market structure developments, regulatory changes, and trading innovations
Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
Assist with management of CSA budget and bundled research arrangements
Produce and be able to present on quarterly best execution and board reporting
Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
10+ years of global equity trading experience across global markets and managing firm risk
Proven leader and self-starter requiring limited oversight
Ability to work rotational overnight shifts to support global trading operations
Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
Collaborative and proactive mindset with strong interpersonal skills
Comfortable working in a fast-paced, deadline-driven environment
Familiarity with compliance regulations regarding best execution and fair allocation practices
Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
Strategic thinker with a passion for global equity, capital markets, and ETFs
Demonstrable history of success in former roles
Flexible and adaptable
Detail oriented with strong analytical skills
Superior communication skills
Ability to maintain composure and focus through stressful situations
Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
Easily viewed as a trustworthy and dependable team player
Self-confidence
Fair and balanced in negotiating complex situations
A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
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