Financial Representative Trainee (Sales) -Bloomington, MN
Personal banker job in Bloomington, MN
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Business Banker
Personal banker job in Lakeville, MN
Frandsen Bank & Trust is seeking a Business Banker for the Lakeville location and surrounding area. This position is responsible for supporting a dynamic lending team for prospecting and developing new client relationships, managing existing client relationships, and use consultative interactions with clients and prospects to identify cross-selling opportunities with our wide range of financial services. The ideal candidate will also be willing to support community efforts.
Essential Duties and Responsibilities
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Actively develops new and existing business relationships through key contacts within the local community to market the bank's services with emphasis on commercial lending and other areas as designated.
Meet or exceed minimum number of customer development calls per month as defined in individual work plan.
Analyzes individual loan documents to determine customers' cash flow, ability to pay the loan, profit potential of the loan, etc. in order to minimize loan loss and maximize potential profit.
Meet and interview applicants to determine creditworthiness, deny or grant each loan, secure required signatures, explain procedures or reasons for denial, and present possible alternatives to those denied to maintain a favorable bank image.
Grow a loan portfolio by $5-$10 million per year.
Manage a $10-$20 million per year.
Monitors and collect past due loans in a manner which will minimize the bank's loan losses while providing flexibility to customers and documentation of exceptions.
Negotiates with customers who have difficulty making payments by renegotiating a payment schedule, determining those loans which are still bankable or advising liquidation or other alternatives.
Monitors the existing loan portfolio through annual credit reviews, financial statements, receivable aging and on-site visits in order to provide recommendations for granting or renegotiating loans in a manner that minimizes loan losses.
Helps ensure appropriate information is in files and risk ratings are current and organized to bank standards.
Helps ensure that all legal, compliance and CRA requirements are met by cooperating with Loan Review and compliance audits.
Works closely with other areas of the bank to sell ancillary products to commercial and farm clients. This includes but is not limited to Treasury Management, Wealth Management, Frandsen Investment Services, Retail Banking.
Actively participates in community service organizations as assigned.
Ensures the confidentiality, security, and safekeeping of all accounts, records, and customer information in accordance with established policies and procedures.
Continually learns products and procedures to improve efficiency in the department and the customer's experience.
Performs other accountabilities and projects as assigned.
Education, Skills, and Experience
To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill, experience, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
Bachelor's degree in business, finance or related field or equivalent years in the banking industry.
Four to ten of experience, preferably in a financial institution or consumer loan department.
Skills:
Strong business development and relationship building skills
Strong credit analysis and underwriting skills
Ability to work independently, while supporting a strong team approach
Excellent organizational and communication skills
Strong attention to detail
Proficient in utilization of technology (Preferred)
Strong interpersonal skills (Preferred)
Strong willingness to be engaged in community (Preferred)
Salary range for this role is $70,000 to $104,000 annually, depending on experience.
We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.
Private Client Banker- Shakopee - Shakopee, MN
Personal banker job in Shakopee, MN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyBusiness (Commercial) Banker
Personal banker job in Saint Louis Park, MN
At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a career with us. We are seeking a Business Banker to join the CIB team!
BASIC FUNCTION
This position is responsible for establishing new banking relationships with corporations, partnerships, individuals doing business, not-for-profit organizations, and associations. The incumbent must have complete knowledge of all commercial products and services including credit products, deposit/investment products, cash management, other commercial services, and the bank fee schedule. The incumbent is responsible for assigned floor duty to service walk-in customers, but also spends a significant amount of time out of the bank in the offices of existing clients, servicing existing business, developing new business, calling on prospective clients, and networking in various ways in the community. The incumbent should also be involved with a community organization that meets our CRA requirements.
NATURE AND SCOPE
This is a front line sales position for all commercial deposit/investment, credit, and cash management products.
Commercial business is brought into the bank through personal interaction of the Commercial Banker with the customer/prospect. The banker must match the product and service with the customer/prospect's identified needs and must carefully evaluate the amount of risk involved in entering into a relationship. The incumbent must understand the business/industry the customer is in and must gain a thorough knowledge of the customer/enterprise history and future plans. The loan administration unit has been organized to assist in the evaluation and approval process. Lending authority will be given to the incumbent based on their training and experience. Requests which exceed this limit must be approved by the Dept Manager or the Officers Loan Committee. Certain requests may require approval by the Directors Credit Committee.
The incumbent must administer all loans within legal and regulatory requirements, the bank's loan policy, procedure policy, and stipulations established by the Officers Loan Committee and Directors Credit Committee.
RELATIONSHIPS
Within Citizens Independent Bank: Must be a team player in providing floor coverage, in opening and securing the bank, and in scheduling outside calls.
Within the Community: Active in community organizations including service clubs and Chamber of Commerce in representing the bank as a good corporate citizen and to network for new business opportunities. Community involvement should meet CIB s CRA requirements. Work closely with customers in establishing strong business relationship and cultivate customer loyalties while being constantly diligent in evaluating the risks in the relationship.
PREFERRED REQUIREMENTS
A college degree and/or 5 to 10 years of job related experience in business (commercial lending). The ability to motivate or influence others is a material part of the job requiring a significant level of diplomacy and trust.
BENEFITS:
People come first - our clients, our employees, our families, our communities
Rewarding and challenging work
Work-life balance is important with hybrid work arrangement for eligible positions
We strive to promote from within
Employee education and training is vital
Full benefits including medical, dental, vision, 401k with match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, generous PTO allowance
Incentive Compensation Plan
Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth
75 years of local banking history
Opportunity to participate in fun community activities
Salary Range: $110,000 - $160,000 depending on experience and qualifications
Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Private Client Banker- Greater St. Paul Area - St. Paul, MN
Personal banker job in Saint Paul, MN
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-ApplyBanking General Employment Opportunities
Personal banker job in Lakeville, MN
Job Description
Come and join a Team that strives to be:
THE place to work where all Team Members are viewed as trusted, willing participating partners in preserving the legacy of community banking and local, family ownership and where integrity, respect and passion are our core values.
Recognized as THE community bank in each community the bank is located by having unquestioned excellence in customer service where we still answer the phone ourselves and have a personal touch in all interactions with customers.
We will keep your resume on file for a minimum of 6 months for any positions that your qualifications meet.
New Market Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to: race, color, religion, sex, national origin, age, pregnancy (including childbirth, lactation and related medical conditions), mental or physical disability, and veteran status or any other classifications protected by federal, state or local law.
#Bank #banking #Teller #bank teller #finance
Universal Banker
Personal banker job in Golden Valley, MN
Small enough to care. Big enough to deliver.
The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed.
Responsibilities
Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs.
Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer.
Meet individual sales & customer service goals, which will actively contribute to overall branch goals.
Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate.
Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs.
Overcomes customer concerns and resolves any complaints related to deposit account transactions.
Assists customers with a variety of retail service needs including but not limited to:
Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions);
Overdraft protection services;
Handling of check orders;
Updating address and customer contact information;
Handling wires and other electronic transfers;
Establishing personal online banking services and assisting with basic navigation questions.
Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions.
Locates and resolves offages for self and assists with other retail associates, as needed.
Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.).
Serves as backup support for basic account opening and ownership updates.
May fill in at various retail branch locations, as needed.
Actively participates in community events to represent MidWest
One
Bank, assists with customer outreach, and demonstrates support for company culture.
Performs other duties as assigned
Qualifications
High school degree or equivalent with some related work experience.
In addition to education, prefer 1-2 years of experience in a customer service-related role.
Banking or financial experience is preferred.
Compensation Hourly Pay Range: $17.00 - $22.00
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks!
Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
100% vested 401(k) Retirement Plan with 6% company match
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
Wellness Program
Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
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Auto-ApplyUniversal Banker
Personal banker job in Golden Valley, MN
Small enough to care. Big enough to deliver. The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed.
Responsibilities
* Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs.
* Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
* Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer.
* Meet individual sales & customer service goals, which will actively contribute to overall branch goals.
* Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate.
* Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs.
* Overcomes customer concerns and resolves any complaints related to deposit account transactions.
* Assists customers with a variety of retail service needs including but not limited to:
* Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions);
* Overdraft protection services;
* Handling of check orders;
* Updating address and customer contact information;
* Handling wires and other electronic transfers;
* Establishing personal online banking services and assisting with basic navigation questions.
* Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions.
* Locates and resolves offages for self and assists with other retail associates, as needed.
* Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.).
* Serves as backup support for basic account opening and ownership updates.
* May fill in at various retail branch locations, as needed.
* Actively participates in community events to represent MidWestOne Bank, assists with customer outreach, and demonstrates support for company culture.
* Performs other duties as assigned
Qualifications
* High school degree or equivalent with some related work experience.
* In addition to education, prefer 1-2 years of experience in a customer service-related role.
* Banking or financial experience is preferred.
Created By : Compensation Range
Compensation
Hourly Pay Range: $17.00 - $22.00 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction.
The Perks!
* Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
* Career development and continuous learning opportunities
* Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
* 100% vested 401(k) Retirement Plan with 6% company match
* Medical, Dental, and Vision insurance
* Flex spending plan & Health savings accounts with employer contribution
* Student Loan Debt Reduction Program
* Employer provided group life insurance with option to purchase additional life insurance for you and your family members
* Employer provided long term and short term disability insurance
* Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
* Wellness Program
* Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
Auto-ApplyCommunity Banker I
Personal banker job in Minneapolis, MN
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred.
Schedule: Monday through Friday 8:15am - 4:45pm.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
Branch Small Business Banker (SAFE)
Personal banker job in Minnetonka, MN
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
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: Ridgedale, 1809 Plymouth Rd Ste 1, MINNETONKA, MN 55305
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$30.00 - $40.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
17 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.
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 Eden Prairie, MN
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.
CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus
ABOUT THE ROLE:
The Universal Banker will perform teller, customer service, new account opening and consumer lending duties. Responsibilities also include meeting sales goals by cross-selling bank products and services.
WHAT YOU'LL BE DOING:
Perform basic teller transactions, new account opening, and consumer lending duties.
Meeting sales goals by cross-selling bank products and services.
Providing prompt, professional, and knowledgeable customer service to clients.
WHAT YOU SHOULD HAVE:
Previous banking experience, including teller transactions and customer service.
Understanding of bank operations, bank products, sales and new business development.
Ability to analyze client credit data and other related financial information.
Basic math proficiency and aptitude.
Dedicated and satisfactory attendance/punctuality.
WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.
BASE PAY RANGE:$22.00 - $24.00 per hour
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.
Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Financial Services Representative
Personal banker job in Lake Elmo, MN
Did You Know?
A career in banking offers a huge variety of opportunities including the possibility of early responsibility, rapid career progression as well as good pay and benefits.
Lake Elmo Bank has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years. In addition to its main office in Lake Elmo, the Bank offers full-service banking at both their Oakdale and Stillwater locations.
Lake Elmo Bank has a current Full Time Personal Banker opening.
Type: Full Time Hourly. Work hours are scheduled between 8 a.m. and 5 p.m. Monday-Friday (1 hour lunch) Position includes a rotating Saturday schedule from 9 a.m.-12 p.m.
Benefits Include:Medical, Dental, Vision; Bank paid Life Insurance, Short Term Disability and Long Term Disability; Float time, vacation and sick time; 401(k); Employee Stock Ownership Plan.
Location: Must be willing to rotate as needed between all of our offices located in Lake Elmo, Stillwater and Oakdale.
Education and Experience Requirements:
High School Diploma or GED required.
Associates or Bachelor's degree (B.A.) from a College or university preferred; or 2-4 years related experience and/or training; or equivalent combination of education and experience.
Previous banking experience preferred, but will train.
Previous retail, customer service and/or cash handling experience highly preferred..
Major Responsibilities Include:
Providing customers personal service second to none by striving to meet their needs in a timely and friendly manner.
Contributing to a positive and productive work environment by working cooperatively and effectively as a member of a specific work group as well as a member of the entire Lake Elmo Bank team.
Supporting the community by active participation in worthwhile community projects.
Working effectively with each customer in the Bank to establish and enhance relationships, identify individual needs (loan and deposit) and tailor a set of services designed to meet those needs.
Assisting customers, by phone and in person, to respond to inquiries, execute transactions and resolve customer service issues.
Fully understand all Bank products, effectively explain products to customers, and make appropriate referrals to Consumer lenders, Home Equity lenders, Mortgage lenders, Investment and Trust Department.
Assisting customers with service problems to maintain goodwill and personally resolve problems always working to retain relationships whenever possible. Or direct the customer to the appropriate individual who can resolve the issue.
Actively identify customer needs and preferences and communicates observations to Supervisor and/or Retail Banking Manager.
Providing assistance with teller transactions and consumer loans as needed.
Knowledge, Skills and Abilities:
Proven ability to prioritize multiple tasks.
Exemplary, positive can-do attitude and work ethic.
Ability to independently problem solve.
Provide unequaled personal service to customers for a wide variety of banking products and services.
Contribute to a positive and productive work environment by working cooperatively and effectively as a member of the Lake Elmo Bank team.
Support the community by active participation in worthwhile community projects.
Our employees
Enjoy competitive pay, benefits and time off.
Several opportunities throughout the year to participate in employee and customer events..
About Us:
Lake Elmo Bank was chartered on August 1, 1911 and has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years.
Today, with assets over 500 million dollars, Lake Elmo Bank is among the larger community banks in the State of Minnesota. Because of its unique history and the Bank's commitment to community service, Lake Elmo Bank has successfully served the residents and businesses of the east metro area with a continued commitment to its tradition of service. Lake Elmo Bank was also voted "Best Bank" by the Stillwater Gazette Readers' Choice Awards.
Lake Elmo Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact the human resources department.
Compensation details: 24.95-37.45 Hourly Wage
PIc271fb***********1-39208536
RequiredPreferredJob Industries
Other
Business Banker
Personal banker job in New Prague, MN
The Business Banker plays a pivotal role in cultivating profitable business banking relationships, with a primary emphasis on proactively identifying and pursuing new business opportunities. This person is instrumental in driving revenue growth through the recommendation and implementation of financial solutions that will help the client achieve their goals, by leveraging sales, and business development skills. This role requires understanding of market dynamics, industry trends, with exceptional business acumen.
Qualifications: This person should have a bachelor's degree with a minimum of four years of relevant experience, or the equivalent. Experience in lending and credit analysis is preferred. This person should exhibit knowledge of business financial concepts and display exceptional communication, presentation, sales, and negotiation skills. Networking with business professionals and building strong relationships with existing and prospective clients is expected.
Principal Responsibilities:
Proactively initiate, pursue, and foster new business relationships by employing strategic and targeted prospecting techniques.
Develop and execute sales strategies to achieve and exceed revenue goals, fostering long-term relationships with existing and prospective clients.
Regularly engage with business clients to cultivate meaningful connections through in-depth interviews and perspective sharing. Serve as a trusted advisor, offering expert guidance on products and solutions to enhance client profitability.
Analyze financial data and craft tailored financial solutions. Negotiate and establish terms for business banking relationships, ensuring compliance with guidelines.
Apply sound credit judgment to evaluate credit risks associated with prospective clients. Present comprehensive credit proposals, collaborating with credit teams for prudent risk management; ensuring credit quality and optimal loan performance.
Stay abreast of industry trends, identify opportunities for growth, and keep an eye on competitors to maintain a competitive edge.
Collaborate with internal stakeholders to leverage products and services that align with clients' financial needs and objectives. Maintain a comprehensive understanding of Cash Management products and services, skillfully implementing cross-selling strategies to enhance client satisfaction and overall business success.
Attend pertinent loan, team, and business development, meetings to actively contribute to decisions impacting the Business Banking Department.
Act in accordance with FBT policies and procedures as set forth in the employee handbook.
Adhere to compliance procedures and participate in required compliance training.
The anticipated salary range for this role is between $63,544.68 and $85,785.60. This range is a good faith estimate for the position. The actual compensation offered to a candidate may differ based on various factors, including the individual's relevant experience, training, skills, work location, and other considerations. For those in eligible roles, we offer incentive compensation based on individual performance. Furthermore, this role may qualify for a variety of benefits, such as Medical, Dental, and Vision insurance, Health Savings Accounts, 401(k)/ESOP, Paid Time Off, Flexible Work Arrangements, Paid Parental Leave and Student Loan Repayment Assistance. Learn more at *************************
Compensation Grade
Salary Grade 6
First Bank & Trust 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 or expression, national origin, disability, or status as a protected veteran. Read our complete
Equal Employment Opportunity Policy Statement
. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at ************ or email ***************.
Auto-ApplyFinancial Services Specialist
Personal banker job in New Brighton, MN
REPORTS TO: Chief Financial Officer (CFO)
Primarily performs administrative work which includes coordination and implementation of high-level clerical and office support duties such as organizing, scheduling, researching, compiling, processing and maintaining strict confidentiality. Contacts are primarily with members/clients, co-workers and vendors mainly to assist with information exchange, problems solving or requests.
ESSENTIAL RESPONSIBILITIES & DUTIES:
Assist Investment Advisors with processing and maintaining investment and insurance accounts such as preparing documents, filing, copying, ordering office supplies and other duties as assigned.
Performs necessary functions with investment and insurance planning software programs; Enters data into multiple tracking systems; Scans and catalogues member/client files.
Maintains a professional and organized office; Answers phones, greets and directs visitors.
Processes and tracks applications for individual members/clients in addition to working with the branch office and applicable insurance companies.
Solves member/client problems or determines the best way to solve member/client problems.
Coordinate marketing and advertising approval; Maintain supplies for all marketing materials, investment and insurance-related information and documents.
Compiles information and reports as requested or scheduled.
Composes and types routine correspondence, maintains up-to-date files.
Ensures that mail is retrieved, sorted and routed to the appropriate individuals.
Provides logistical support and preparation for seminars and meetings.
Assists advisors in trade review to be in compliance with FINRA/Sec 211; Gathers suitability requirements; Updates SmartWorks system to maintain industry compliance.
ESSENTIAL DUTIES, KNOWLEDGE, SKILLS, ABILITIES:
Knowledge of Credit Union and Financial Services Industry.
Manage own work flow and resolve questions and problems with supervisor.
Interpret various financial investment documents and communicate information in a comprehensible manner.
Perform and apply basic math functions.
Confidentiality: Maintain confidentiality of client and company information.
Reporting, letter preparation and other related communications skills.
Proficiency in using and learning Microsoft Office and applicable software.
Ability to interpret various investment related documents and communicate information in a comprehensible manner.
Ability to comprehend the consequences of various problem situations and to refer such problems to the appropriate individual for decision making.
General:
Must work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours) to communicate with employees, customers, managers and any other person or organization with whom interaction is required to accomplish work and company goals.
Must maintain courteous, professional and effective working relationships with employees at all levels of the organization, customers, vendors and/or any other representatives of external organizations.
Communicate information and state problems or challenges to be resolved in a clear, concise, courteous, nondiscriminatory and professional manner, and be able to provide clarification if necessary.
Must be capable of adapting, with minimal or no advance notice, to changes in how business is conducted, and work is accomplished, with no diminishment in work performance.
Actively participate in quarterly performance meetings; meet or exceed all performance metrics.
Follows company policies and procedures.
Perform other duties as required.
COMPENSATION: $20.50 - $23.80 per hour
Servion has provided a salary range that represents its good faith estimate of what the company may pay for the position at the time of posting. The specific salary offered will be determined based on factors such as the qualifications of the selected candidate, departmental budget, internal salary equity considerations, and available market information.
General Description of Benefits:
All full-time employees are eligible for Medical Insurance, Telehealth Services, Dental Insurance, Vision Insurance, Life Insurance, Short-term Disability, Long-term Disability, Legal and Identity Theft Protection, Critical Illness Insurance, Hospital Insurance, Accident Insurance, Participation in 401k Plan with up to 5% company match, and Variable Bonus Pay.
Requirements
REQUIRED QUALIFICATIONS:
Education: High school diploma, general equivalency diploma (GED) or an equivalent combination of education and experience.
Experience: 1+ year administrative or legal support and 6+ months financial services industry training or experience preferred.
Licenses/Certifications: None, however, must be able to obtain license within 6 months to a year of hire.
Business Banker
Personal banker job in Jordan, MN
Frandsen Bank & Trust is seeking a Business Banker for the Jordan location. This position is responsible for supporting a dynamic lending team for prospecting and developing new client relationships, managing existing client relationships, and use consultative interactions with clients and prospects to identify cross-selling opportunities with our wide range of financial services. The ideal candidate will also be willing to support community efforts.
Job Duties
New business origination
Maintain a book of customers
Understand and sell all bank products
Network throughout the community
Credit underwriting including financial analysis and narrative
Desired Skills:
4 + Years of Banking Experience (at least three in a business banking environment)
Ability and Desire to Originate New Business
Listening Skills
Sales Skills
Customer Service
Credit Analysis
Ability to Multitask
Community Involvement
Strong Organization Skills
Networking
Relationship Management
Education
Bachelors Degree in a Business-related field
Salary range for this role is $65,000 to $125,000 annually, depending on experience.
We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.
Private Client Banker- Shakopee - Shakopee, MN
Personal banker job in Shakopee, MN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Shakopee,MN $22.50 - $30.29 / hour
Private Client Banker- Cobblestone - Apple Valley, MN
Personal banker job in Apple Valley, MN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyUniversal Banker
Personal banker job in Forest Lake, MN
Small enough to care. Big enough to deliver. The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed.
Responsibilities
* Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs.
* Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
* Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer.
* Meet individual sales & customer service goals, which will actively contribute to overall branch goals.
* Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate.
* Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs.
* Overcomes customer concerns and resolves any complaints related to deposit account transactions.
* Assists customers with a variety of retail service needs including but not limited to:
* Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions);
* Overdraft protection services;
* Handling of check orders;
* Updating address and customer contact information;
* Handling wires and other electronic transfers;
* Establishing personal online banking services and assisting with basic navigation questions.
* Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions.
* Locates and resolves offages for self and assists with other retail associates, as needed.
* Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.).
* Serves as backup support for basic account opening and ownership updates.
* May fill in at various retail branch locations, as needed.
* Actively participates in community events to represent MidWestOne Bank, assists with customer outreach, and demonstrates support for company culture.
* Performs other duties as assigned
Qualifications
* High school degree or equivalent with some related work experience.
* In addition to education, prefer 1-2 years of experience in a customer service-related role.
* Banking or financial experience is preferred.
Created By : Compensation Range
Compensation
Hourly Pay Range: $17.00 - $22.00 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction.
The Perks!
* Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
* Career development and continuous learning opportunities
* Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
* 100% vested 401(k) Retirement Plan with 6% company match
* Medical, Dental, and Vision insurance
* Flex spending plan & Health savings accounts with employer contribution
* Student Loan Debt Reduction Program
* Employer provided group life insurance with option to purchase additional life insurance for you and your family members
* Employer provided long term and short term disability insurance
* Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
* Wellness Program
* Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
Auto-ApplyUniversal Banker
Personal banker job in Forest Lake, MN
Small enough to care. Big enough to deliver.
The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed.
Responsibilities
Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs.
Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer.
Meet individual sales & customer service goals, which will actively contribute to overall branch goals.
Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate.
Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs.
Overcomes customer concerns and resolves any complaints related to deposit account transactions.
Assists customers with a variety of retail service needs including but not limited to:
Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions);
Overdraft protection services;
Handling of check orders;
Updating address and customer contact information;
Handling wires and other electronic transfers;
Establishing personal online banking services and assisting with basic navigation questions.
Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions.
Locates and resolves offages for self and assists with other retail associates, as needed.
Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.).
Serves as backup support for basic account opening and ownership updates.
May fill in at various retail branch locations, as needed.
Actively participates in community events to represent MidWest
One
Bank, assists with customer outreach, and demonstrates support for company culture.
Performs other duties as assigned
Qualifications
High school degree or equivalent with some related work experience.
In addition to education, prefer 1-2 years of experience in a customer service-related role.
Banking or financial experience is preferred.
Compensation Hourly Pay Range: $17.00 - $22.00
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks!
Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
100% vested 401(k) Retirement Plan with 6% company match
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
Wellness Program
Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
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Auto-ApplyUniversal Banker
Personal banker job in Forest Lake, MN
Small enough to care. Big enough to deliver.
The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed.
Responsibilities
Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs.
Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer.
Meet individual sales & customer service goals, which will actively contribute to overall branch goals.
Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate.
Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs.
Overcomes customer concerns and resolves any complaints related to deposit account transactions.
Assists customers with a variety of retail service needs including but not limited to:
Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions);
Overdraft protection services;
Handling of check orders;
Updating address and customer contact information;
Handling wires and other electronic transfers;
Establishing personal online banking services and assisting with basic navigation questions.
Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions.
Locates and resolves offages for self and assists with other retail associates, as needed.
Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.).
Serves as backup support for basic account opening and ownership updates.
May fill in at various retail branch locations, as needed.
Actively participates in community events to represent MidWest
One
Bank, assists with customer outreach, and demonstrates support for company culture.
Performs other duties as assigned
Qualifications
High school degree or equivalent with some related work experience.
In addition to education, prefer 1-2 years of experience in a customer service-related role.
Banking or financial experience is preferred.
Compensation Hourly Pay Range: $17.00 - $22.00
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks!
Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
100% vested 401(k) Retirement Plan with 6% company match
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
Wellness Program
Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
Auto-Apply