Proprietary Equity Traders Wanted
Personal banker job in Dallas, TX
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyRaw Materials Trader
Personal banker job in Dallas, TX
Continuously investigates new suppliers and consumers of ferrous scrap and raw materials while developing and building relationships with individuals responsible for buying and selling. Continuously investigates new sources of scrap and develops relationships with individuals responsible for
selling the scrap.
Contributes market research and forecasting to coordinate the development of micro and macro-level
strategies; while also being responsible for presenting growth initiatives, value-added ideas, and cross-selling
within other divisions of TMS.
Significant travel (50%-80%) meeting with accounts on-site to determine opportunities, as well as establish
and maintain effective business relationships.
Maintain quality standards and resolve discrepancies in accordance with TMS's management guidelines.
Qualifications
The Ideal Candidate will have a BA/BS in Business Administration or related degree and 3-5 years trading
experience in scrap metals or a related industry.
Must be knowledgeable of all aspects associated with brokered scrap as well as being cognizant of current
market conditions to provide an optimum total cost approach.
Must be a self-starter with the ability to initiate business as well as possess strong negotiating and problem-
solving skills.
Must be an effective communicator.
Must have the ability to effectively perform both independently and as a member of a cross-functional team
with a commitment to cooperation and collaboration among business functions.
Must be proficient with Microsoft Office including Excel and Word as well as ERP software.
Must possess strong oral and written skills; be adept in statistical analysis and market research; and, have a
strong knowledge of the scrap recycling industry.
Must possess integrity, leadership, decision-making, and entrepreneurial skills.
TMS International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, disability status or other characteristics protected by law.
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2026 JPMorganChase Fellowship Program- Commercial & Investment Bank - Risk Management Track
Personal banker job in Plano, TX
JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
New York, NY
Plano, TX
Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Risk Management Track
The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include:
* Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators.
* Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis.
* Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders.
Additional information about Risk Functions within JPMorganChase:
* Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX
* Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY
The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyBusiness Banker II
Personal banker job in Plano, TX
It's about helping small businesses achieve big goals.
Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Business Banker II, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You'll also be responsible for delivering products to designated segments of the small business market. Prospecting and cold-calling are a part of the job, but to you, it's an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success.
What you'll do:
Become familiar with your clients and their business to understand and act on their needs
Achieve monthly call and product sales goals set by the sales manager
Report weekly activity and marketing results to the sales manager of business banking
Manage and support loan commitments with accuracy and efficiency
You champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence
Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services
Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened
Stay up to date on bank products and services by regularly attending training classes
What you'll need:
Have a background in banking and lending solutions
Have prior experience with cold-calling and analyzing credit reports and financial statements
Have knowledge of business loan center procedures
Excellent written and verbal communication skills
Strong organizational and time-management skills
Proficiency in Microsoft applications
Additional Preferred Skills:
Bachelor's degree
Previous banking experience and knowledge of bank products
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyFrisco Dodge - Future Positions
Personal banker job in Frisco, TX
Job Details Frisco Chrsyler Dodge Jeep Ram - Frisco, TX Full Time High SchoolDescription
We are looking for an experienced and motivated individuals for all positions of the automotive dealership. Submit your resume here!
Responsibilities Include:
Set an example of professionalism through daily actions and appearance
Attends all staff meetings, trainings, and educational classes as required
Follows all safety and security procedures
Is ethical and transparent in all leading operations
Maintains work area in a neat and organized manner
Performs other duties as assigned
Qualifications
Are team-oriented, flexible and focused, and are eager to make money in a very busy dealership
Must have a steady work history and be committed to starting a new career
Strong business sense and industry expertise
Possess competent computer and phone skills (Internet, Microsoft, Outlook, CRM, etc.)
Must be able to read and comprehend written instructions and information
Are willing to submit to pre-employment background check and drug screen
Able to work independently with minimal supervision
Highly motivated and willing to learn new skills
Highly professional and dependable
Team player with excellent communication and interpersonal skills
Benefits
Competitive Pay
Employee Purchase and Service Discounts
Ongoing Training and Education
Paid Vacation
Full benefits options including Medical, Dental, Vision, Life, Disability, and Accident Insurance
401(k) Retirement Savings Plan
State of the Art Facility with a Professional Working Environment
Greenway Automotive Group is one of the world's most progressive, privately held automotive companies proudly serving Florida, Alabama, Georgia, Missouri, South Carolina, Pennsylvania, Tennessee, Texas, and China. The Group's 46 domestic automotive dealerships include some of the nation's top ranked performers in sales, service, customer satisfaction, and profitability.
Greenway Automotive Group is an Equal Opportunity Employer.
Gold & Bullion Trader
Personal banker job in Dallas, TX
Job DescriptionDescription:
Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more.
SUMMARY: The role of a Gold and Bullion Trader is responsible for buying and selling gold, silver, platinum, and other precious metals in the global market. The primary responsibility is to manage and expand the company accounts and portfolios by buying, selling, and trading from a selection of coins and metals.
LOCATION: South of Dallas/Fort Worth International Airport, NW corner of W. Airport Freeway (Hwy. 183) and Valley View Lane
BENEFITS:
Medical, Dental, Vision coverage
Paid time off
401k savings plans
COMPENSATION: Commensurate based on experience.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Monitoring market trends and making informed trading decisions based on market analysis.
Executing trades and managing risk by hedging against market volatility.
Maintaining relationships with existing accounts, and prospecting for new accounts.
Requirements:
EDUCATION & EXPERIENCE:
Solid understanding of the global precious metals market
Excellent analytical and interpersonal skills
A proven track record of success in a similar role
Bachelor's degree in finance, economics, or a related field is often preferred.
Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE
Junior Trader, TBA Desk
Personal banker job in Dallas, TX
Diversified. Resilient. Dynamic. Marex is a global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets. The Group provides comprehensive breadth and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a major franchise in many major metals, energy and agricultural products, executing around 50 million trades and clearing 205 million contracts in 2022. The Group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers.
With more than 35 offices around the globe, and over 2,300 dedicated people enabling access to exchanges and technology-powered services.
For more information visit *************
Purpose of Role:
Marex is seeking a Junior Trader for the TBA Desk (To-be-announced (TBA) securities). This individual will be an ambitious and proactive individual in a junior level position with the ability to work autonomously, and also as part of a team. Provide support to senior brokers with market color, orders, and post-trade analysis.
Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics.
Capital Markets is a division of Marex offering a range of products and services to clients as well as internal trading desks.
Responsibilities:
* Analyze financial data and market microstructure for patterns.
* Contribute to TBA product trading capability to support liquidity for clients.
* To-be-announced (TBA) securities.
* Assist Senior Traders in managing market risk for the TBA product.
* Perform post-trade analysis.
* Work with senior traders to acquire in-depth knowledge of financial markets, modeling, and risk management.
* Assist Senior Traders with order pricings and order management.
* Proactively review trade flow and middle/back-office processes to create efficiencies.
* Ensuring compliance with the company's regulatory requirements under the SEC, FINRA, NFA, CFTC and other applicable exchanges.
* Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with.
* Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values.
* At all times complying with Marex's Code of Conduct
* To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility
* To report any breaches of policy to Compliance and/ or your supervisor as required
* To escalate risk events immediately
* To provide input to risk management processes, as required.
The Company may require you to carry out other duties from time to time.
Competencies, Skills and Experience
Competencies
* Excellent verbal written and communication skills.
* A collaborative team player, who is approachable, self-sufficient and influences a positive work environment.
* Demonstrates curiosity.
* Excels at building relationships, networking and influencing others
* Resilient in a challenging, fast-paced environment
* Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness
Skills and Experience
* Bachelor's Degree strongly preferred.
* Proactive mindset in keeping up to date with market research and incorporating into role efficiently
* Analytical skills, identifying opportunities and risks in a quick and decisive manner
* Comprehensive knowledge of the financial service markets and relevant regulatory requirements
* Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this
* Experience on a trading desk, particularly in the TBA market
Salary Range: $65,000 to $90,000 per year base salary plus discretionary bonus
Marex Benefits for 2025
Company Values
Acting as a role model for the values of the Company:
Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly.
Integrity
- Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do - our clients expect this and we demand it of ourselves.
Collaborative
- We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do.
Developing our People
- Our people are the basis of our competitive advantage. We look to "grow our own" and make Marex the place ambitious, hardworking, talented people choose to build their careers.
Adaptable and Nimble
- Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction.
Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company.
We are 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, protected veteran status, or any other characteristic protected by the law.
#LI-PP1
Junior Trader, TBA Desk
Personal banker job in Dallas, TX
Diversified. Resilient. Dynamic.
Marex is a global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets.
The Group provides comprehensive breadth and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a major franchise in many major metals, energy and agricultural products, executing around 50 million trades and clearing 205 million contracts in 2022. The Group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers.
With more than 35 offices around the globe, and over 2,300 dedicated people enabling access to exchanges and technology-powered services.
For more information visit *************
Purpose of Role:
Marex is seeking a Junior Trader for the TBA Desk (To-be-announced (TBA) securities). This individual will be an ambitious and proactive individual in a junior level position with the ability to work autonomously, and also as part of a team. Provide support to senior brokers with market color, orders, and post-trade analysis.
Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics.
Capital Markets is a division of Marex offering a range of products and services to clients as well as internal trading desks.
Responsibilities:
Analyze financial data and market microstructure for patterns.
Contribute to TBA product trading capability to support liquidity for clients.
To-be-announced (TBA) securities.
Assist Senior Traders in managing market risk for the TBA product.
Perform post-trade analysis.
Work with senior traders to acquire in-depth knowledge of financial markets, modeling, and risk management.
Assist Senior Traders with order pricings and order management.
Proactively review trade flow and middle/back-office processes to create efficiencies.
Ensuring compliance with the company's regulatory requirements under the SEC, FINRA, NFA, CFTC and other applicable exchanges.
Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with.
Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values.
At all times complying with Marex's Code of Conduct
To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility
To report any breaches of policy to Compliance and/ or your supervisor as required
To escalate risk events immediately
To provide input to risk management processes, as required.
The Company may require you to carry out other duties from time to time.
Competencies, Skills and Experience
Competencies
Excellent verbal written and communication skills.
A collaborative team player, who is approachable, self-sufficient and influences a positive work environment.
Demonstrates curiosity.
Excels at building relationships, networking and influencing others
Resilient in a challenging, fast-paced environment
Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness
Skills and Experience
Bachelor's Degree strongly preferred.
Proactive mindset in keeping up to date with market research and incorporating into role efficiently
Analytical skills, identifying opportunities and risks in a quick and decisive manner
Comprehensive knowledge of the financial service markets and relevant regulatory requirements
Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this
Experience on a trading desk, particularly in the TBA market
Salary Range: $65,000 to $90,000 per year base salary plus discretionary bonus
Marex Benefits for 2025
Company Values
Acting as a role model for the values of the Company:
Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly.
Integrity
- Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do - our clients expect this and we demand it of ourselves.
Collaborative
- We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do.
Developing our People
- Our people are the basis of our competitive advantage. We look to “grow our own” and make Marex the place ambitious, hardworking, talented people choose to build their careers.
Adaptable and Nimble
- Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction.
Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company.
We are 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, protected veteran status, or any other characteristic protected by the law.
#LI-PP1
Middle Market Banker
Personal banker job in Dallas, TX
Job Description
Dallas Capital Bank provides premier banking services to entrepreneurs, business owners, family offices, and professionals within the Dallas community. Our focus is to provide the highest level of banking service through market-leading products and financial solutions, supported by secure and integrated technology and world-class personal service. We are Dallas bankers serving Dallas businesses, invested in our clients' success, and strive to serve with integrity, commitment, innovation, insight, and honor.
Dallas Capital Bank is seeking a full-time onsite Middle Market Banker centrally located in Dallas, TX. In this role you will be responsible for business development of new Middle Market Banking lending, depository and treasury management clients and effective portfolio management of existing Middle Market Banking clients. You shall identify, evaluate (with the assistance of the Credit Underwriting team), and recommend approval or denial of Middle Market Banking lending opportunities.
QUALIFICATIONS / EDUCATION / EXPERIENCE:
Bachelor's degree in business, finance, or related field
5+ years of experience in client financial sales and services industry, banking, and loan review
Completion of formal credit training program preferred
Solid understanding of banking fundamentals, underwriting principles and procedures
Strong analytical, problem-solving, and decision-making skills
Strong client relationship management skills
Excellent communication and presentation skills
Ability to work collaboratively in a team environment
Commitment to providing exceptional customer service and ethical behavior
WORKING CONDITIONS / ENVIRONMENT:
HOURS: Monday - Friday; 8am - 5pm; Some variation in work hours
TRAVEL: Local travel regularly; overnight and out of town occasionally
Must have an unexpired Driver's License and vehicle.
I understand that if I am offered employment I will be required to, and hereby authorize, to submit fingerprints which will be run through a national database for investigative purposes.
Job Posted by ApplicantPro
Private Banker IV - Dallas
Personal banker job in Dallas, TX
Private Banker IV - Dallas | Division: Private Banking | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.
Position Overview:
The Private Banker IV operates with a high degree of independence and serves as the client relationship manager for a significant portfolio, focusing on business development and securing new full relationships, including wealth management. This role represents the bank and projects a positive image as a stable, profitable, and expanding financial institution. The Private Banker IV actively grows the existing deposit base and addresses lending needs, including consumer, mortgage, and commercial real estate, primarily for professionals and executives such as medical doctors, dentists, accountants, attorneys, engineers, architects, and corporate executives. This role emphasizes bringing top-tier clientele with high margins and profit potential into the bank. This position strongly emphasizes collaboration with other Broadway Bank lines of business, serving as the primary point of contact and key relationship manager for all private bank clients within their respective portfolio. Additionally, this role assists with transformation efforts across the network, ensuring alignment with Broadway Bank's annual budget and strategic message.
Essential Functions:
* Collaborates with Private Bank Relationship Managers, the Sales and Service network, and business lines to create a superior customer service experience, thereby strengthening customer relationships with Broadway Bank and increasing acquisition, utilization, and retention across targeted demographics and markets.
* Adheres to all policies, procedures, and applicable laws.
* Initiates and cultivates new loan relationships through active marketing efforts, including calls, visits, community involvement, and entertainment, establishing a strong ongoing marketing effort with assigned branch locations.
* Analyzes and provides recommendations on business loans by interviewing applicants, assessing financial strength, defining banking needs, evaluating management abilities, and determining associated risks.
* Ensures complete analysis of all financial, industry, and management information, and prepares and reviews proper loan documentation.
* Sustains existing customer relationships by maintaining regular contact, assessing banking needs, financial trends, and changes in the organization or industry, and cross-selling new and existing products and services.
* Assists other commercial lending officers in analyzing credits, cross-selling products and services, and engaging in marketing activities.
* Actively participates in the bank's marketing program, community involvement projects, and banking organizations.
* Attends Officers' Loan Committee Meetings as a non-voting member and participates in Directors' Loan Committee and other necessary meetings.
* Engages in collection efforts for problem loans to reduce the bank's loss.
* Acts as a relationship manager, establishing and maintaining primary contact relationships with targeted customers to maximize the lifetime value of these key relationships, providing a full range of financial/banking services with the assistance of appropriate specialists, and building loyalty and driving profitable revenue growth.
* Resolves immediate customer concerns and account issues, manages a portfolio of targeted/high-value customers, develops and executes client retention and expansion activities, and ensures a coordinated and consistent message reaches targeted customers across all delivery/servicing channels.
* Participates in special projects as requested.
* Performs other duties as assigned.
* This position may require travel within the Bank's geographic area.
Experience & Education:
* Minimum of seven years of private banking experience.
* Four-year college degree in Finance, Accounting, Business Administration, or a related field.
Skills & Qualifications:
* Proficiency in credit underwriting.
* Demonstrated sales and relationship management skills.
* Promotes a culture of collaboration and teamwork across organizational boundaries, breaking down functional silos to optimize business results and encourage overall growth.
* Ability to work enthusiastically with people outside of their immediate team to drive consensus and results.
* Strong influence and negotiation skills.
* Experience with Fiserv and EnAct preferred.
* Proficiency in financial/statistical analysis and document processing.
Other Requirements:
* Register and maintain registry as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
* Meet and maintain financial responsibility, character, and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z.
* Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
* Occasional overtime or extended hours may be required.
We're a culture that offers resources to benefit your overall health and well-being:
* Career Development and Mentorship Programs
* Generous paid time off, minimum 4 weeks
* Employee recognition, awards, and events
* Free vision insurance
* Retirement matching
* Tuition reimbursement
This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Broadway Bank is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Member FDIC
Virtual Banker II- Plano, TX- Bilingual English and Spanish Required
Personal banker job in Plano, TX
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. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company.
As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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.
Job Responsibilities
Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Required Qualifications, Capabilities, and Skills
1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
High school degree, GED, or foreign equivalent
Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
Strong team orientation with a commitment of long-term career with the firm
Excellent written and verbal communication skills
Reading and speaking in both Spanish and English fluently is required for this role
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 Banker II
Personal banker job in Plano, TX
It's about helping small businesses achieve big goals. Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Business Banker II, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You'll also be responsible for delivering products to designated segments of the small business market. Prospecting and cold-calling are a part of the job, but to you, it's an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success.
What you'll do:
* Become familiar with your clients and their business to understand and act on their needs
* Achieve monthly call and product sales goals set by the sales manager
* Report weekly activity and marketing results to the sales manager of business banking
* Manage and support loan commitments with accuracy and efficiency
* You champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence
* Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services
* Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened
* Stay up to date on bank products and services by regularly attending training classes
What you'll need:
* Have a background in banking and lending solutions
* Have prior experience with cold-calling and analyzing credit reports and financial statements
* Have knowledge of business loan center procedures
* Excellent written and verbal communication skills
* Strong organizational and time-management skills
* Proficiency in Microsoft applications
Additional Preferred Skills:
* Bachelor's degree
* Previous banking experience and knowledge of bank products
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
* Medical, dental, vision, long-term disability, and life insurance
* 401(k) matching
* Generous holiday and paid time off schedule
* Tuition reimbursement
* Extensive health and wellness programs, including our Employee Assistance Program
* Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyBanker Floater - Collin County
Personal banker job in Frisco, TX
Job DescriptionInterested in joining EECU? Here is a great opportunity.
EECU is looking for a Universal Banker Floater that will be responsible for expanding relationships with EECU members and acquire new relationships by providing needs based products and services. Mileage will be paid from home base.
The Floater will rotate between the North Frisco In-Store Financial Center, Frisco In-Store Financial Center, and the Plano In-Store Financial Center as a teller or financial banker. Rotation between the other financial centers only on a needed basis- for assistance during position shortages, vacations, emergencies, leave of absences. Mileage will be paid from home base.
*Hourly rate position with monthly incentives.
Key responsibilities for the Universal Floater: Performing a broad variety of member service functions such as teller functions, open consumer accounts, service and sales activities by using needs-based selling techniques, and the ability to solve operational issues. Proactively sell, initiate and support marketing programs, and be responsible to build exceptional rapport and member service.
Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief. Required to attend initial and ongoing annual Bank Secrecy Act training.
Candidates for EECU should possess the following knowledge and experience:
Primarily support the Frisco In-Store Financial Center, the North Frisco In-Store, and the Plano In-Store Financial Center. Help support our EECU Financial Centers if needed.
Two years or more of similar experience in a Financial Institution.
Sales skills, knowledge of all EECU products and services.
Cross selling and referral skills are strongly preferred
Ability to deliver great member experiences in our environment and be invigorated by constant personal interaction weather in the teller line or in a personal banker role.
Excellent listening and communication skills.
Multi-task in a fast paced environment.
Responsible for building exceptional rapport with our members with providing excellence in service.
Experience in the following systems is a plus: Symitar, OTG/Application Extender, Tranzact, Clarke American, Chexsystems, Meridian Link, and various online applications.
High school diploma or equivalent. College Degree preferred.
EECU will, in compliance with applicable laws, evaluate an applicant's credit history. Only applicants with good credit history will be considered for open positions.
Flexible during the hours of Monday- Friday 7:30am-6:15pm, Saturday 8:45am-2:15pm
For more than 90 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking . Today, EECU is one of the largest credit unions in Texas with $4 billion in USD assets and serves over 297,000 members through 21 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram's readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being.
EECU is an EOE/Vets/Disabled Employer.
We are an Equal Opportunity Employer and do not discriminate against applicants due to veterans status or on the basis of disability.
For more information on our organization and benefits please visit EECU Careers at *********************
Monday-Friday 7:30am-6:15pm, Saturdays 8:45am-2:15pm
Community Banker
Personal banker job in Dallas, TX
The Community Banker creates and develops long lasting relationships with business owners and centers of influence within the ANBTX communities by understanding the client's needs, industry and by providing meaningful and personalized service and recommendations. The role requires being a local brand ambassador and investment of the time within the communities served, while educating and providing tailored solutions t meet the client's needs.
Calls the clients (existing and new) to develop new business and/or enhance current relationships
Deepens relationships by cross selling additional products and services across all lines of business
Develops partnerships internally within other lines of businesses as well as externally; creating strong centers of influence
Invest in the communities served; both in time and knowledge
Requires work on physical bank premises
Requirements:
Bachelor's degree in business or banking preferred
4+ years of formal credit training experience and/or Commercial lending experience, strong analytical skills; excellent verbal and written communication
Understanding of depository, lending and treasury management solutions
Skills:
Working knowledge of Microsoft Office; moderate math and writing skills; moderate presentation skills; strong follow up abilities
Travel to a variety of locations to perform work and/or attend meetings as required
Work occasionally requires more than 40 hours per week to perform the essential functions of the position
Must be able to travel regularly from location to location
Lifting in an office setting may be required up to 30 lbs
SC - Banking & Payments
Personal banker job in Dallas, TX
**About the Team:** Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our collaborative and efficient approach helps clients reduce costs and manage risk and regulatory change while increasing revenues. We are thinkers, innovators, and disruptors. We are small enough to care but large enough to matter.
We work in a fast-paced environment where we challenge and support one another. Individuality and ideation are encouraged. Our team strives for to be the trusted financial advisors to the firm.
**About the Job:**
As a Senior Consultant on the Banking and Payments team, you will work in a fast-paced team setting, alongside industry experts, to craft optimal strategies used to solve complex client problems. Your insights will influence actions taken by managers and executives, both proactively and in real-time problem-solving situations, within broad scale programs.
**What You'll Get to Do:**
+ Lead and support client discussions that center around sales, servicing and transacting processes across banking products and segments
+ Develop frameworks, approaches, solutions and recommendations that effectively and efficiently address the most impactful opportunities and challenges related to business process or technology systems, including their implementation, administration or optimization
+ Assist project teams in measuring current business or operational performance and forecasting improvements based on Capco's recommendations
+ Facilitate the collaboration and coordination between business and technology to deliver on client end-to-end objectives
+ Work as part of team leveraging agile and modern software delivery techniques
+ Produce insights, analyses, and recommendations to improve client business or operational performance, drive understanding of client issues and provide strategic guidance related to various financial products
+ Build new solutions, toolkits, documents, and consulting approaches that can be applied across Capco's Banking & Payments practice
**What You'll Bring with You:**
+ 5+ years of professional experience working in the financial services and/or management consulting industry required
+ Broad financial services knowledge including, but not limited to: consumer banking, business banking, lending (mortgage and non-mortgage), risk/fraud/compliance, digital channels, payments (cards and non-cards), transactions processing, and operational management
+ Strong analytical skill with respect to business management and problem solving
+ Ability to effectively lead team members to ensure the completion of project deliverables with requisite quality and in a timely manner
+ Ability to communicate in both written and verbal forms with confidence and clarity
+ Ability to work well in cross-functional teams and understand large programs
+ Advanced MS Excel and MS PowerPoint skills
+ Agile experience is a plus
+ Bachelor's degree required
**Why Capco?**
A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation.
We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering.
Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset, and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW.
We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees.
**Ready to take the Next Step** ?
If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory.
We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter.
Individuals seeking employment at Capco are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation.
Resume Bank: Future Opportunities
Personal banker job in Dallas, TX
Job Description
We're always on the lookout for great talent! If you don't see a role that fits your skills right now, feel free to submit your resume here for future consideration. Our team will review your background and may reach out as new positions become available.
Financial Service Representative II
Personal banker job in Plano, TX
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Essential Functions:
New Accounts
* Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
* Responsible for maintaining current knowledge of bank products and services offered.
* Open new accounts and service existing accounts for personal and commercial customers.
* Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
* Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
* Update customer files, signature cards, resolutions, etc. for bank records.
* Screen personal account holders via ChexSystems.
* Screen commercial accounts via FIS eAccess/ChexSystems online
* Process ATM/Debit Card and check order requests.
* Establish and reset online banking access through NetTeller.
* Cross-sell bank products and services to new and existing bank customers.
* Open, close and service certificate of deposits for personal and commercial customers
* Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
* Establish and update new account files.
* Maintain daily rate sheet.
* Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
* Maintain and operate a teller cash drawer.
* Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
* Process loan payments.
* Issue Cashier's checks and money orders.
* Keep records of money and negotiable instruments as required per banking regulations.
* Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
* Answer general account questions for bank customers.
* Cross-sell bank products and services.
* Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
* Balance cash drawer at the close of the business day.
* File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
* Open and close safe deposit boxes via FIS.
* Establish and update safe deposit box account files.
* Prepare new and updated safe deposit box contracts.
* Allow access to Safe Deposit Box Vault to customers.
* Complete entry tickets for customers accessing box and enter the data into FIS.
* Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
* High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
* Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
* Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
* Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Senior Universal Banker
Personal banker job in River Oaks, TX
PURPOSE OF THE JOB This position is responsible for assisting the Banking Center Manager (BCM) and/or Assistant Banking Center Manager (ABCM) in the overall daily operations of the branch office to include assisting in the development of the branch's financial objectives, delivering quality customer service and giving general operational guidance to the banking center staff.
MAIN DUTIES OF THE JOB
GENERAL
* Assist BCM/ABCM in ensuring that the financial objectives and customer services standards of the branch are met
* Responsible for generating, maintaining and servicing profitable business and retail customer relationships
* Customer service requests, including but not limited to, new account opening, safe deposit transactions, wire transfers, maintaining account records and paperwork, debit card issuance, accepting loan applications, and assisting customers with inquiries and problems as needed.
* Process normal teller duties including processing daily teller work ensuring debits and credits balance in accordance with established policies and guidelines
* Cash handling, including but not limited to, counting, verifying and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment
* Provide comprehensive, prompt, and efficient customer service in all transactions while ensuring that all federal and state compliance requirements are met
* Engage in conversations with customers in order to build relationships, determine financial needs and make recommendations and line of business referrals
* Contribute to banking center success by achieving assigned referral and sales goals
* Maintain a neat workstation/office and ensure that needed supplies are on hand and organized to present a professional environment
* Clear and effective verbal, written and interpersonal communication skills, with the ability to carry out instructions and speak clearly to customers and employees
* Operate as a mentor for newly hired/promoted team members in support of our Home Bank values
* Provide supervisory overrides as appropriate
* Perform other duties as required or assigned by leadership
ADDITIONAL DUTIES
* Promote a network with internal support areas and develop a cohesive working partnership with other lines of business - mortgage, commercial, etc. Responsible for coordinating and developing procedures to maximize opportunities to cross-sell to customers from other lines of business
* Conduct and provide reporting on banking center audits and security equipment testing
WHAT WILL YOU NEED TO SUCCEED
* High School diploma or equivalent
* Three years or more of banking experience; previous teller, platform banker and lending experience highly preferred
* Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation
* Ability to work expected Banking Center hours of operation including some Saturday (based on Market and location)
* Be self-directed/motivated with the ability work independently or as part of a team with little to no direct supervision
* Strong knowledge of daily branch, vault and ATM operations
* Receive and maintain a NMLS certification
HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER
GOOD CREDIT IS A MUST
CREDIT REPORT IS REQUIRED FOR EMPLOYMENT
Finance Business Services Specialist
Personal banker job in Frisco, TX
The Commercial Trade Accounting Specialist is responsible for leading and coordinating the audit process for trade and marketing expenses, auditing/processing payment requests in our subledgers and ensuring settlements comply with KDP policy, GAAP, and Sarbanes Oxley requirements. The successful candidate will be self-motivated and able to work independently. Another critical success factor will be the candidate's ability to make decisions in a thoughtful, rational manner, and subsequently support the decision based on company policies.
Join the team at Keurig Dr Pepper and make a difference by pursuing everything that you do with the determination that sets us apart from our competitors. Driving for results leads to recognition and personal growth within the company, helping us to achieve our goal to "Be the Best Beverage Business in the Americas". The success that comes from within each of us is recognized, and creates opportunities for your growth in the organization.
**Position Responsibilities:**
1. Audit invoice and agreement submissions from sales, marketing, finance, 3 rd party vendors and ensure trade and marketing expenses are reported correctly and in accordance with GAAP and Company Policies
2. Work directly with Sales and Marketing colleagues to obtain additional information and documentation or make corrections when necessary
3. Foster a mindset of effective team support while holding parties accountable for their work
4. Provide feedback and training on incorrect submissions
5. Communicate and help complete correcting entries (void transactions, memos, journal entries, etc.) when submissions fail required audit criteria
6. Prepare monthly analysis to aid in the balancing and reconciliation of subledgers with the financial general ledger if needed.
7. Research and resolve payment- and/or budget-related requests
8. Prepare and support other initiatives as requested
9. Assist with implementing process and system improvements
**Requirements:**
+ Bachelor's degree from an accredited university preferred but not required.
+ Two years of experience with Microsoft Office (Excel, PowerPoint, Outlook, etc.)
+ Two years of experience with SAP or other related software (PeopleSoft, Oracle) preferred but not required.
+ Subledger to General Ledger knowledge and prior experience a plus
**Company Overview:**
Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partners brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!
Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us?
We strive to be an employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.
Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.
**A.I. Disclosure:**
KDP uses artificial intelligence to assist with initial resume screening and candidate matching. This technology helps us efficiently identify candidates whose qualifications align with our open roles. If you prefer not to have your application processed using artificial intelligence, you may opt out by emailing your resume and qualifications directly to **************** .
Keurig Dr Pepper is an equal opportunity employer and affirmatively seeks diversity in its workforce. Keurig Dr Pepper recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.
Easy ApplyBranch Small Business Banker (SAFE)
Personal banker job in Irving, TX
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:
Fluent in Spanish
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: 6333 N State Highway 161 IRVING, TX 75038
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
20 Nov 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.
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