Personal banker jobs in Georgetown, TX

Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.

Virtu is a leading financial firm that leverages cutting edge technology to deliver liquidity to the global markets and innovative, transparent trading solutions to our clients. As a market maker, Virtu provides deep liquidity that helps to create more efficient markets around the world. Our market structure expertise, broad diversification, and execution technology enables us to provide competitive bids and offers in over 19,000 securities, at over 235 venues, in 36 countries worldwide THE ROLE Virtu's Crypto trading desk is a global team that focuses on digital asset and digital asset derivative trading. The team leverages our cutting-edge trading technology to develop and enhance our strategies and trading operations across both proprietary and client-facing businesses. Our Crypto Traders are risk managers that help to keep our trading system and strategies running smoothly, providing critical operational support and maintaining our high‐performance algorithmic trading strategies. Duties will include: * Supervising and optimizing strategy performance * Intraday market and credit risk management * Basic back office and site reliability monitoring * Communication and coordination with the larger global Crypto trading team Our ideal candidate is dependable, trustworthy and has the confidence to oversee our trading business during atypical working hours. This candidate will also have the opportunity to work closely with software engineers to enhance and further develop the firm's trading strategies. Our Traders not only become experts in trading technology and its interaction with the market, but they also play a crucial role in the evolution of market micro structure and the driving forces behind liquidity. This is an excellent opportunity for the right person to join a collaborative, fast-growing desk, while learning Crypto trading at a leading market maker. THE CANDIDATE * Bachelor's degree in a quantitative field preferred. Strong graduates will also be considered. * 1-3 years' experience working at a financial institution. * Crypto experience is a plus, but not required. Ideal candidate would have strong interest to learn and grow in Crypto space. * Programming experience is required (Python, SQL, Java or C++). * Dependable, trustworthy and highly self-motivated and self-disciplined individual. * Outstanding quantitative problem‐solving skills and mathematical aptitude. * The ability to communicate information precisely and with agility. * A physicalizer; a person who identifies issues and creates solutions without rigid direction or fanfare. Please note that this is a full-time role Friday-Monday. THE PROCESS After applicants pass an initial resume screening, an online programming test will be sent via email. This test is from a service called HackerRank so please be on the lookout. After passing the programming test, we will contact you to arrange a phone screen with our one of our recruiters. Virtu Financial is an equal opportunity employer, committed to a diverse and inclusive workplace, welcoming you for who you are and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

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 Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes 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 Frost 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.

What is the opportunity? Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness and understanding of the full cash management and lending platform of RBC USWM. What will you do? * Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients. * Partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue. * Build cash management and lending product awareness among RBC Financial Advisors. * Serve as the key relationship manager to financial advisors for their clients' cash management and lending needs * Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation. * Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform * Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management. * Partner with the Associate Banker(s) to provide FAs and their clients cash management and lending solutions and support. What do you need to succeed? Must-have * Bachelor's degree preferred or relevant experience * 5+ years' experience at a wealth management firm, with direct experience in cash management and lending solutions * SIE, Series 7 and 63, or ability to obtain within 90 days * Proven business development experience, preferably within the cash management and lending space in a wealth management context * Strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products. * Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm Nice-to-have * Demonstrated interpersonal effectiveness of working with a diverse set of departments across an organization * Demonstrated ability to adapt to changing business environments and adjust strategic plan, if necessary What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. * A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. * Leaders who support your development through coaching and managing opportunities. * Ability to make a difference and lasting impact. * Work in a dynamic, collaborative, progressive, and high-performing team. * Opportunities to do challenging work. * Opportunities to build close relationships with clients. Job Skills Additional Job Details Address: DALLAS CRESCENT COURT, 100 CRESCENT COURT:DALLAS City: Dallas Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-02 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. + Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience in cultivating relationships with affluent clients. **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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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

Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 10/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve. Job Description The Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses. Team Culture We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic. Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience. How You'll Spend Your Time * You will develop and implement a relationship management plan for potential customer accounts to identify and build relationships; and actively identify new prospects and develop new loan and deposit business. * You will negotiate loan proposals with customers; this includes analyzing and evaluating credit requests and underwriting loan commitments, coordinating with the Private Wealth Underwriting group, and recommending appropriate credit grade. You will present to the loan committee and implement approval or declination action. * You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. * You will manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues. * You will serve as the relationship manager in delivery of products and services across departmental and divisional lines while facilitating resolution of operational problems for customers across all divisions. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 3-5 years of directly related experience in credit/banking and/or 6-8 years of equivalent combination of education and experience. * Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements * Good knowledge of accounting principles and practices * Demonstrated capacity to sell products/services within the financial services industry * Good understanding of credit underwriting, documentation, loan policy, and regulations * Good knowledge of financial analysis including ratio and trend analysis and projections * Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services. * Strong communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations * Good PC skills including knowledge of word processing and spreadsheet applications Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.

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: **************************************************************************

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Retail Business Banker SUMMARY Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions. * Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts. * Consult small business customers on business life and cash flow cycle. * Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process. * Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed. * Serve as a trainer, mentor, and coach for the small business delivery process. * Serve as customers' single point of contact on all First United Bank products and services. * Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.). * Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Follow proper procedures accurately and efficiently for all customer-servicing activities performed. * Consistently exceed performance goals and actively participate in all sales campaigns. * Coordinate team meetings and huddles related to small business strategy and execution. * Deepen and enhance existing customers relationships and develop new customer relationships. * Participate in outbound calling efforts to increase bank relationships and business opportunities. * Complete small business reviews and networking commitments as assigned. * Leads by example and serves as a role model for Tellers, Relationship Banker I and II * positions. ADDITIONAL DUTIES AND RESONSIBILITIES * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by manager. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * High School Diploma is required. Some college is strongly preferred. * Required 3 years of banking experience or relatable business acumen. * Cash handling experience is required. Technical/Functional Competencies * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization #LI-KG1 All Locations: Temple If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy * Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans * Provide sound and ethical loan counseling to all potential applicants. * Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service * Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices. * Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements * Develop and/or implement sourcing strategies as required by written goals. * Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand * Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends. * Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations * Attend regularly scheduled sales meetings, training sessions and Bank functions. * Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division * Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes. * Commitment to work of nonprofit organizations and making a positive impact in the community * Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 5 years of retail residential mortgage sales experience * Minimum 3 years of mortgage or financial experience as part of a community lending team * Minimum of 5 years of experience with diverse and underserved clients * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. *Additional Qualifications* * Highly prefer network of professional and nonprofit referral sources * Highly prefer a BA/BS degree with preference for business, finance, or economics degree * Demonstrated superior sales and marketing ability * Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank * Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite * Knowledge of mortgage credit policies and current industry compliance standards * Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS. * Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT FOR YOU?* *Compensation* This is a commission-based role and does not have a set salary range. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-RK \#CA-RK

The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our client's needs while ensuring a positive customer experience. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

At Amegy Bank, people and culture are at the heart of everything we do. “Everyone counts” isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank-Here, you grow. We're seeking a highly motivated and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) at our Westlake Banking Center in Austin, TX. In this role, you'll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance. This role offers exciting opportunities for growth within the banking industry and plays a key role in creating exceptional customer experiences. If you're passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we'd love to connect with you! Key Responsibilities: Provide full-service banking services to new and existing clients within the banking center, with a primary focus on sales and service. Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center. Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns. Execute the sales discovery process and manager client relationships. Conduct assessments with clients to determine their financial needs and make appropriate recommendations. Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed. Execute inside/outside sales calls to prospects and established clients. Establish, expand, and maintain strong client relationships by providing extensive, personalized service focused on specific needs of each banking customer. Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss. Perform all duties in compliance with laws, regulations, and bank policies and procedures. Resolve client concerns through direct personal action or referral to alternative banking center or bank resources. Adhere to bank's security policies while maintaining confidentiality of bank records and client information. Meet with Branch Service Manager/Branch Manager daily to discuss progress in reaching individual and banking center goals. Perform other duties as assigned. Required Qualifications: High school diploma or equivalent required. At least 2 years of experience in customer service, retail banking, new accounts, financial services sales, or other directly related experience. Previous experience in a consultative relationship-based sales role with knowledge of consumer lending applications processes and procedures, is preferred. Strong communication and interpersonal skills, with the ability to build rapport with clients. Knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment options. Sales skills and experience, with the ability to identify sales opportunities, achieve sales targets and effectively cross-sell banking products and services to meet client needs. Demonstrated problem-solving skills, with the ability to identify client needs, address inquiries, and resolve issues effectively. Strong negotiation skills, with the ability to influence and persuade clients to consider appropriate banking solutions. Attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment. Proficiency in basic math and computer skills, including knowledge of banking software and systems. Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act. Work Schedule: Monday-Friday, 8:30 AM - 5:15 PM Saturday, 8:45 AM - 1:15 PM This is a full-time position: 40 hours per week. Must be able to work a flexible schedule within the hours listed above. Employee Benefits: At Amegy Bank, our mission is to create value for our customers, communities, employees, and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being, as well as that of your family, while supporting your career growth. Medical, Dental, and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match and Profit Sharing. Mental Health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products. Competitive compensation in line with work experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

At American Bank, we're focused on building personal connections with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk. We're looking for a Teller/Personal Banker to provide excellent client services by processing both business and individual banking transactions and cross-selling bank services. This position is also responsible for effectively promoting and selling all retail products and services, providing all aspects of client service, and developing strong, personal, multiple product relationships with clients. This position must be able to work at different branch locations as business needs dictate. Essential Duties & Responsibilities: Sales • Delight clients by being attentive to their banking needs • Answer questions providing accurate information or making the proper referral if necessary • Develop strong relationships with clients ensuring client onboarding actions are followed ( • Develop new account relationships with prospective clients (business development contacts) • Be proactive in assisting clients in establishing electronic services such as online banking, eStatement and mobile deposit • Engage in learning and becoming familiar with American Bank subsidiary products and services - looking for and recognizing opportunities to refer clients, based on their financial needs, to the appropriate individuals and referring products and services • Follow and use onboarding tools to provide above and beyond service and exceed clients' expectations Teller • Delight clients by being attentive to their banking needs • Process various teller transactions • Manage and balance drawer • Process Domestic and Foreign wire transfers • Accept and process items to be sent for collection • Assist as needed with vault duties, safe deposit box access for clients, and/or as needed in the branch • May be responsible for Bank opening and closing • Answer client inquiries and refer clients to the proper service area for issues that cannot be resolved at the teller station • Remain alert to fraud, following established procedures and utilizing tools including signature verification, pop-ups etc. • Maintain the highest-level confidentiality with all information obtained • Represent the Bank in a manner that maintains and expands positive relations with all clients, potential clients, and co-workers • Maintain strict adherence and compliance to all laws, rules, regulations, and internal controls, including but not limited to: Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, and Fair Lending regulations. • Perform additional duties and special projects as assigned Personal Banker • Delight clients by being attentive to their banking needs • Open new accounts (matching needs with appropriate products) • Process consumer loan applications (including the initial interview and the denial or the approval, loan closing/funding) • Answer client questions providing accurate information, resolving client issues, or making the proper referral if necessary • Remain alert to possible fraud situations - Act promptly to safeguard bank and client assets when questionable transactions are requested by existing or potential clients • Provide notary services • Call clients regarding overdrawn accounts • Have a general understanding of the operations of electronic banking products • Ability work at different branch locations • Order or instant issue debit cards • Order check and deposit slips • Assist clients with Safe Deposit Box services • Request OFAC inquiries • Assist clients with FDIC guidelines • Process transaction disputes • Process domestic and foreign wire transfers • Travel to other branches for training • Distribute incoming mail and interoffice mail • Complete Closed Account forms • Complete Change of Address forms Miscellaneous • Prior to changing, altering or releasing any account information, responsible for authenticating the client's identity and their authorization to act on behalf of the account as stated on the account's signature card contract • Performs additional duties and special projects as assigned Non-essential Duties & Responsibilities • Ability to operate telephone, fax machine and PC • Ability to carry and place teller's drawer in place • Ability to carry large bags of money • Restock supplies as needed (example: water, paper, etc.) • Observe clients carefully as they enter and exit the bank doors Experience Required Personal Banker I/Teller: Grade 7 • Previous service experience required; teller experience preferred • Extensive cash handling and balancing experience required • Previous new accounts or Personal Banker experience preferred but not required Personal Banker II/Teller: Grade 8 • Minimum of 1 year experience as a Personal Banker/Teller • Above average performance review score Personal Banker III/Teller: Grade 9 • Minimum of 2 years' experience as a Personal Banker/Teller • Above average performance review score • Additional assignment of leadership duties including various Branch Champion Roles Qualifications • Excellent client service skills including attentiveness, information retention, tact and diplomacy • Thorough knowledge of the Bank's products and services • Professional image (business attire and professional communication etiquette and interviewing skills) • Competence with computers, telephone and other office machinery • Thorough knowledge, comprehension, and benefits of all retail policies and procedures • Pro-active personality (ability to seek out and ask for business instead of waiting for it to come) • Excellent written and oral communication skills • Familiar with retail banking regulations and responsibilities • Ability to work in a fast-paced environment and under pressure as needed • The ability to make sound decisions, this may include the ability to make on-the-spot decisions regarding client transactions; weighing client satisfaction issues with the Bank's exposure to loss or fraud and the ability to think through and rationalize decisions • Flexible regarding scheduling • Available to work rotating Saturdays and evenings • Must be able to work at different branch locations as business needs dictate Education • High school graduate or equivalent

About Us We are a veteran-led organization dedicated to serving those who've served. Our mission is to provide financial solutions that fill the gaps the VA may not cover-helping veterans and their families protect their futures while building rewarding careers. Position Overview As a Financial Services Advisor you'll work directly with military families to identify their financial protection needs and connect them with tailored solutions. This is a performance-based role with full training, mentorship, and high-quality leads provided. Responsibilities Meet with veterans and families to assess their financial needs Present customized solutions to protect income, assets, and loved ones Guide clients through the application and approval process Track activity goals and manage your own schedule Build relationships and contribute to a mission-driven team culture What We Provide Comprehensive training and ongoing mentorship No-cost, high-quality leads Veteran-focused team support Advancement opportunities, including agency management and ownership track Qualifications Self-starter with strong communication and interpersonal skills Driven to succeed in a performance-based environment Passion for serving veterans and their families Sales, customer service, or military background is a plus (but not required) Compensation Commission and bonus opportunities (no base salary) Performance-based pay with six-figure potential for top performers Advancement opportunities into leadership and agency management Work Location Remote - U.S. applicants only Equal Opportunity Statement CAVU is an Equal Opportunity Employer. We welcome applicants from all backgrounds and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Veterans and military spouses are encouraged to apply.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

**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 an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + 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:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** + North Lakeline: 920 N Lakeline Blvd Cedar Park, TX 78613 + South Lakeline & 183: 14063 N Hwy 183 Austin, TX 79717 + Whitestone & 183: 1425 E Whitestone Blvd Cedar Park, TX 78613 + Williams & Shell: 4505 Williams Dr Georgetown, TX 78633 Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. **Posting End Date:** 22 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-509787

About the Job As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues. About UFCU Our credit union was chartered in 1936 and has grown to serve over 384,816 members. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to serving our Members, empowering their financial success, and building financially healthy communities. Our aspiration is to be loved by millions of members and built to thrive for generations. Our employees are not only part of our team but also Members themselves. They are innovative, agile, and Member-obsessed leaders who strive to be the best and always do the right thing. We offer a competitive compensation and benefits package to support our employees and their loved ones, reflecting the fact that our people are at the center of everything we do. UFCU fosters a collaborative, diverse, and inclusive environment that fosters innovation, performance excellence, and career growth. If you're looking for a challenging, purpose-driven career that makes a difference in our communities, UFCU is the place for U. Join us and work with purpose. Essential Functions of the Job Member Relationships Open savings, checking and deposit accounts as well as Certificate of Deposits Educate members on Credit Reviews and Needs Assessments Accept and input consumer and business loans Communicate UFCU's Mission, Vision, and Values Account Services Refer fraud claims to experts Provide online and mobile support Increase Automated Teller Machine limits Release check holds Provide notary services Conduct Signature Guarantees Complete wire transfers Validate vehicle values Manage account restrictions and pop-up concerns, and add travel notes on member accounts Partner with Collections for members who are past due Problem solve and facilitate connecting members with internal business partners Conduct Transactions Process service requests and financial transactions Process stop payments via check, ACH and/or Cashier's Checks Process ATM and Point-of-Service transaction disputes Set-up and grant access to safe deposit box Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters Compliance Performs other duties as assigned. Adhere to all company policies, procedures and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Business Development Make external business partner referrals Host tables at and attend community events Knowledge, Skills and Abilities Ability to effectively build relationships, establish rapport, and diplomatically communicate information Effective active listening skills Excellent verbal, interpersonal, and written communication skills Ability to be adaptable and work in a fast-paced environment Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues Strong attention to detail Strong organizational and time management skills Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude High proficiency in Microsoft Office Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification Core Competencies Demonstrating Member Obsession Demonstrating Performance Excellence Demonstrating Innovation Required Qualifications High School Diploma or GED English/Spanish bilingual Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment Minimum of two (2) years of customer service experience Minimum of one (1) year working in a team environment Advanced knowledge of current local, state, and federal regulations Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General knowledge of applicable financial industry regulations Military experience Hours Monday through Friday from 9am to 6pm, and on Saturday from 9am to 2pm. About This Career Opportunity We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team! INDUFCU

Job Description A global and top 200 Am Law firm seeks an associate to join their Corporate Practice Group in their Austin office. The ideal candidate must be a capital markets associate with 3-6 years of experience representing iconic technology enterprise issuers and investment banks in debt securities transactions, including offerings of convertible, high-yield, and investment-grade notes, and other structured financial instruments. Experience with related equity derivatives is a plus but not required. Superior academic credentials and excellent verbal, written, and interpersonal skills required.

Aypa Power, a Blackstone portfolio company, is a leading developer, owner, and operator of utility-scale energy storage and hybrid renewable projects that power our communities and cities. Our mission is to responsibly decarbonize the grid and make North American energy markets more affordable, sustainable, and efficient. Aypa is well-capitalized and uniquely positioned to lean forward on projects with well-suited deal structures to meet our customers' needs. We have been at the forefront of energy storage development since our first energy storage project came online in 2018. As a leader in our industry, we have over 22 GW of utility-scale energy storage and hybrid renewable energy projects in development and 33 projects in operation or construction across North America. The Portfolio Finance Associate will report to the Director of Portfolio Finance and play a critical role in managing the financial aspects of Aypa Power's diverse project portfolio, where the Portfolio Finance team oversees over $3 billion of existing financings, which is growing $1-2 billion per annum. This position requires strategic financial oversight, collaboration with cross-functional teams, and an understanding of tax equity, project finance, corporate finance, and asset management within the renewable energy sector. Responsibilities: Play a lead role in growing Aypa's Portfolio Finance function, liaising across the organization to ensure sound execution and compliance with the company's existing financings; Oversee financial operations and compliance for a large construction warehouse facility (the largest of its kind in energy storage), including modeling, planning, capex tracking, covenant testing and reporting, and payment execution; Work closely with cross functional teams to manage loan draw processes, consult on deliverables, and lead project onboarding to ensure readiness and eligibility for warehouse financing; Coordinate reporting and take-out strategies for projects transitioning from the warehouse to long-term financing structures such as tax equity financing, term loans or private placements; Provide FP&A support and maintain debt and tax equity financial models after commercial operations date, delivering key information to facilitate annual planning, budgeting, corporate model maintenance, and cash and tax forecasts; Provide advice, best practices, and transaction support (as needed) to deal execution teams in the structuring and execution of financings; Ownership of key aspects of the warehouse model, corporate model and strategic business reporting/analysis; Management and cultivation of financing partner relationships with counterparty stakeholders as part of administering the portfolio during operations; Manage the interest rate hedging program, including compliance and supporting accounting on hedge effectiveness analysis; Partner with asset management and leadership to navigate contract amendments, consents, waivers, etc., and more broadly facilitate smooth and efficient information sharing across Aypa; Support ongoing planning and reporting requirements to Blackstone; Perform ad-hoc projects and duties as required or assigned. Key Qualifications: Minimum 4+ years of finance, asset management or FP&A work experience, ideally with exposure to the energy or asset management industries; Undergraduate degree in engineering, finance, business, or accounting; Familiarity with transactions in the renewables space including construction financing and the funding and drawdown process, with tax equity financing or fund management experience a major plus; Technical understanding to support budgeting, forecasting, and financing; Ability to review and understand complex contracts, including technical, financial, and legal concepts with respect to major infrastructure projects; Financial modeling experience in energy or infrastructure is required; Familiarity with complex portfolio management; Ability to work and effectively communicate and influence other business partners; Advanced knowledge of MS Excel, PowerPoint, and PowerBI; ability to analyze and interpret data; Strong business acumen, analytical, and decision-making skills; Excellent interpersonal and communication skills, both written and verbal; Desire to work with an entrepreneurial and rapidly growing company and play an active role in shaping the trajectory of the firm. Compensation and Location: Salary : A base salary commensurate with experience; Bonus : An annual bonus will be awarded based on individual performance and the overall success of the business; Benefits : Aypa offers an attractive benefits package with excellent health care/dental/vision, 401k matching, unlimited vacation, paid parental leave, and other health/wellness benefits; Location: Hybrid (USA or Canada). Preference for Austin, TX, but will also consider Salt Lake City, UT, or Greater Toronto, Canada area. The ability to work in the United States or Canada is a requirement . Travel: 10% At Aypa, we nurture and support a highly diverse team and actively seek to advance fair and inclusive practices in all aspects of what we do. We hire passionate, dedicated, and forward-thinking individuals from different backgrounds and value unique perspectives and experiences. With a focus on belonging, we are committed to providing an inclusive environment for all. Please note: We kindly request that recruiting companies and agencies refrain from contacting us regarding this job posting. We appreciate your understanding and cooperation in respecting our hiring process. Thank you.

Were looking for dynamic, extraordinary people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you! At Velocity, were committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals. You possess: * Minimum 1 year of financial institution experience supporting customers in person or over the phone. * Excellent verbal, written, and listening skills and proficiency in using common office applications and office equipment. * Passion for providing outstanding customer service and a positive attitude. * Effective time management skills including the ability to prioritize multiple responsibilities and organize work tasks. * Experience controlling negotiable instruments. * Ability to work in a fast-paced environment with high attention to detail. * Ownership of the customer experience through issue resolution. * Adaptable to a productive team environment where knowledge is shared and feedback and coaching are welcomed. * Flexibility to work branch hours including Saturdays. Your position summary: As our members first point of contact, you'll be the pleasant, professional, and friendly face of Velocity, providing exceptional service, resolving financial matters, and educating our members about products and services that will enhance their financial well-being. What's in it for you? This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more!