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 Apply2026 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-ApplyGold & Bullion Trader
Personal banker job in Dallas, TX
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
Virtual Banker II- Plano, TX
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 Banking Assistant II in Consumer Banking, you will contribute significantly to the success of the Virtual Branch 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
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-ApplyRetail Business Banker
Personal banker job in Dallas, TX
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
All Locations:
Dallas-Preston Center
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.
Auto-ApplyResume 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.
Universal Banker
Personal banker job in Dallas, TX
The Universal Banker with PlainsCapital Bank 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 clients 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.
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.
Auto-ApplyFull-time Universal Banker
Personal banker job in Keller, TX
Requirements
QUALIFICATIONS:
High school diploma or equivalency.
At least 1 year customer service and cross-selling experience;
At least 1 year of teller experience;
Ability to enter numerical data on computer with speed and accuracy.
Good mathematical aptitude to facilitate daily balancing.
Must have strong interpersonal skills and work well with others.
Ability to work under pressure.
Ability to prioritize and organize.
Equal Opportunity Statement: Texana Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law.
Texana Bank
3620 Richmond Rd
Texarkana, TX 75503
Senior Universal Banker
Personal banker job in Frisco, TX
A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the clients overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars.
Proactively educates clients on alternate delivery methods and channels that make clients lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing.
Engages in client and/or prospect management activities.
Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
Leverages ecosystem partnerships as well as community centers of influence to acquire, expand and retain relationships.
Assists in the responsibility of managing the lobby by actively engaging, greeting and directing client lobby traffic.
Will be asked to perform the duties of the role based upon the needs of the financial center.
Supports the Bank's strong risk management culture through awareness, knowledge and sound decision making.
Ensures operational and financial safety and soundness. Maintain awareness of the environment, the situation, and the client. Leverages Lobby Management as a tool for managing client interactions and risk.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
High School Diploma or general education degree (GED) is required
Bachelors degree preferred
1 year sales and client service experience in a professional environment; prior banking experience highly preferred or Bachelors degree and cash handling and customer service experience in retail or financial institution
Proven ability to form and expand client relationships
Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008
Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products/services to clients with differing needs.
Ability to learn products, services, and procedures quickly and accurately.
Comfortable educating others on technology.
Professional, thorough, and organized with strong follow-up skills.
Performs well in a team environment and proactively collaborates with others to serve clients.
Ability to understand and follow policies, procedures, and regulatory requirements.
Ability to work Financial Center hours, including weekends, and some evenings.
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to operate related equipment to perform the essential job functions.
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an undue hardship then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Utility Universal Banker
Personal banker job in Dallas, TX
Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives. The position includes working at multiple locations as needed.
Specific Job Duties
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the banking center.
Responsible for a broad range of basic to moderate activities in the banking center including:
transaction processing
new account sales
customer servicing
referral generation.
Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products in order to expand and maintain existing relations while processing transactions.
Assists the banking center management with day-to-day transactions, including but not limited to:
approving transactions
preparing reports
researching and resolving issues as well as responding to all customer inquiries
Complies with Bank policy and follows procedures to include state and federal banking regulations.
Maintains knowledge of all internal security policies and procedures.
Maintains client confidentiality and ensures top level client service in handling all transactions professionally.
Job Requirements
High School Diploma or GED
Years of functional/professional experience: Must have a minimum of two years of prior personal banking or teller experience with major emphasis on customer service.
Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists in other departments
Excellent customer service skills that include above average verbal and written communication
Relationship building, collaboration and teamwork
Problem solving skills
Teller and systems training and new account opening
Equal Opportunity Employer/Veterans/Disabled
Auto-ApplyFinancial Service Representative II
Personal banker job in Dallas, TX
Job Description
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.
*******************************************************
Universal Banker
Personal banker job in Frisco, TX
The Universal Banker in our FRISCO banking center is responsible for providing teller based transactions and handling maintenance and service requests for consumer and business products/services for new and existing customers while delivering an exceptional customer experience. Universal Bankers process deposits, transfers, withdrawals, and other transactions in accordance with established policies and procedures.
Responsibilities
Primary role to perform maintenance and service duties for customers: greet customers/prospects in the lobby, on the teller line, or on the phone. Research customer inquiries, orders checks and/or debit cards, return phone calls, accept and forward wires, and other customer originated service needs with the intent of enhancing customer retention and exploring additional sale opportunities.
Use needs-based assessment tools to analyze and determine customer needs. Recommend and offer appropriate solutions (consumer and business) both in person and on the telephone. Use the conversation model to uncover customer needs using open-ended questions.
Secondary resource in the center for new accounts, accurately opens, closes and maintains customer's accounts according to established policies and procedures. Ensure that new accounts are properly boarded and cross-sell opportunities identified and pursued.
Assist and educate customers on the use of self service and remote channels.
Provide ongoing relationship servicing with current customers to maintain goodwill and gain additional business.
Qualifications
40 hours per week - Must be able to work during banking hours, which are 8:00 AM until 5:00 PM Monday through Friday, and some Saturdays from 8:00 AM until 12:00 PM (noon).
Minimum 2 years customer service experience as well as cash handling experience.
Minimum 2 years teller/banker experience within a regulated financial institution or retail banking required.
Strong listening skills, excellent customer service skills, comfortable asking questions and identifying needs to expand the customer relationship.
Location: Frisco, TX (Preston Road at Stonebrook Pkwy)
Join the NDBTeam!
We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of - consider applying today.
North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Not ready to apply? Connect with us for general consideration.
Auto-ApplyUniversal Banker I - Argyle
Personal banker job in Argyle, TX
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
Teller Duties:
* Processes transactions for savings, checking, and loan accounts.
* Maintains a neat and orderly work area.
* May assist in guiding and training new tellers.
* May allow customers access to safe deposit boxes.
* Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
* Sells certified checks.
* Balances transactions daily.
* May service/balance ATM.
* May utilize the branch capture system.
* Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
UNIVERSAL BANKER FUNCTIONS
* One year of teller or cash handling experience and six months customer relationship building or sales experience
* Demonstrated expertise in the Teller II and basic FSR job functions
* Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* Banker Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility.
TRAVEL
Travel may be required to come to meetings or training as needed.
Equal Opportunity Employer, including disabled/veterans.
Student Financial Services Specialist
Personal banker job in Fort Worth, TX
Title: Student Financial Services Specialist Employee Classification: Student Fin Svcs Spec Campus: University of North Texas - Health Science Center Division: HSC-Finance Sub Division-Department: HSC-Finance and Planning Department: HSC-Student Finance-350271
Job Location: Fort Worth
Salary: $40,008.00
FTE: 1.000000
Retirement Eligibility: TRS Eligible
About Us - Values Overview
Welcome to the University of North Texas System. The UNT System includes the University of North Texas in Denton and Frisco, the University of North Texas at Dallas and UNT Dallas College of Law, and the University of North Texas Health Science Center at Fort Worth. We are the only university system based exclusively in the robust Dallas-Fort Worth region. We are growing with the North Texas region, employing more than 14,000 employees, educating a record 49,000+ students across our system, and awarding nearly 12,000 degrees each year.
We are one team comprised of individuals who are committed to excellence, curiosity and innovation. We are transforming lives and creating economic opportunity through education. We champion a people-first values-based culture where We Care about each other and those we serve. We believe that we are Better Together because we foster an environment of respect, belonging, and access for all. We demonstrate Courageous Integrity through setting exceptional standards and acting in the best interest of our communities. We are encouraged to Be Curious about opportunities for learning, creating, discovering, and innovating, and are encouraged to learn from failure. Show Your Fire by joining our team and exhibiting your passion and pride in your work as part of our UNT System team.
Learn more about the UNT System and how we live our values at ******************
Department Summary
The Office of Student Finance is responsible for all aspects of a student's account. This includes but is not limited to the assessment of tuition and fees for account billing, collection of tuition and fees, third-party payments, student refunds, Installment plan options, and short-term loans. Student Finance is also a part of the UNT Health Community, providing financial services through the Cashier's Office. Some of these services include accepting and depositing departmental receipts and administering petty cash.
Position Overview
This position is responsible for accurately processing financial transactions and securing the cash receipts for the institution. This includes maintaining accounting records and preparation of financial reports. Work in collaboration with the Financial Aid, Records, and Enrollment, UNT System Accounting, and other administrative departments. Provide guidance regarding students and department accounts, answering phone and emails.
Minimum Qualifications
Bachelor's degree and two (2) years of experience in accounting, billing/receivable, cashier services or related field; or any equivalent combination of education, training, and experience.
Knowledge, Skills and Abilities
* Proficient in EIS and Microsoft Office.
* Experience in Accounts Receivable and Cashier Services, preferably in higher education.
* Skilled in training diverse user groups and communicating financial information effectively.
* Capable of independent work, managing multiple assignments promptly and meticulously.
* Analyzes and communicates data clearly across organizational levels, ensuring regulatory compliance.
* Develops and maintains detailed documentation for financial processes.
* Knowledgeable in organizational goals, data privacy laws, and adept at presenting ideas in user friendly language.
* Highly motivated with strong attention to detail, analytical, and problem-solving skills.
* Prioritizes tasks effectively in high-pressure environments, with a strong customer service focus.
* Collaborative team player.
Preferred Qualifications
* Two years experience in Higher Education in Student Services.
* Two years of People Soft experience or a similar ERP.
* General knowledge of issues in Higher Education and with policies, practices and procedures.
Required License/Registration/Certifications
N/A
Job Duties
* Review, reconcile and analyze student accounts with regard to tuition, financial aid, ensures accounts are balance
* Performs mathematical computations and processes any necessary adjustments
* Contacts internal and external customers, agencies, financial institutions and government agencies as needed to research and/or resolve discrepancies.
* Processes AP Refunds in EIS. Prepares and distributes financial reports utilizing various financial systems, spreadsheets and databases. Validates and processes voids, stop payments and recalls for student refunds.
* Provides quality customer service and assures compliance with federal, state and university regulations, policies and procedures related to student accounts.
* Receive and post daily cash receipts and payments; verify and ensure transactions are posted to appropriate chart strings. Prepares cash receipts for bank deposit; run financial cash reports and balances the cash drawer; reconciles, investigates and resolves any out of balance problems.
* Creates electronic files for departmental use to increase efficiency and investigates new ways of completing work more effectively.
* Responds to in person, Live Chat, telephone and email inquiries from agencies, students, parents, faculty and staff.
* Liaison and department representative for collage fairs and orientations.
* Manages department group email box and Online appointments.
* Employee may perform other related duties or job may change over time in accordance with the ongoing needs of the Department.
Physical Requirements
* Communicating with others to exchange information.
* Repeating motions that may include the wrists, hands and/or fingers.
Environmental Hazards
* No adverse environmental conditions expected.
* Small and/or enclosed spaces.
Work Schedule
Monday - Friday; 8:00am - 5:00pm
Driving University Vehicle
No
Security Sensitive
This is a Security Sensitive Position.
Special Instructions
Applicants must submit a minimum of two professional references as part of their application. If needed, additional references can be added after the application has been submitted.
Benefits
For information regarding our Benefits, click here.
EEO Statement
The University of North Texas System is firmly committed to equal opportunity and does not permit -- and takes actions to prevent -- discrimination, harassment (including sexual violence, domestic violence, dating violence and stalking) and retaliation on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, or veteran status in its application, employment practices and facilities; nor permits race, color, national origin, religion, age, disability, veteran status, or sex discrimination and harassment in its admissions processes, and educational programs and activities, facilities and employment practices. The University of North Texas System promptly investigates complaints of discrimination, harassment and related retaliation and takes remedial action when appropriate. The University of North Texas System also takes actions to prevent retaliation against individuals who oppose any form of harassment or discriminatory practice, file a charge or report, or testify, assist or participate in an investigative proceeding or hearing.
Investment Banking- United States - 2026 ReEntry Program
Personal banker job in Dallas, TX
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplyGold & 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
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-ApplyResume Bank: Future Opportunities
Personal banker job in Fort Worth, 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.
Utility Universal Banker
Personal banker job in Dallas, TX
Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives. The position includes working at multiple locations as needed.
Specific Job Duties
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the banking center.
Responsible for a broad range of basic to moderate activities in the banking center including:
transaction processing
new account sales
customer servicing
referral generation.
Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products in order to expand and maintain existing relations while processing transactions.
Assists the banking center management with day-to-day transactions, including but not limited to:
approving transactions
preparing reports
researching and resolving issues as well as responding to all customer inquiries
Complies with Bank policy and follows procedures to include state and federal banking regulations.
Maintains knowledge of all internal security policies and procedures.
Maintains client confidentiality and ensures top level client service in handling all transactions professionally.
Job Requirements
High School Diploma or GED
Years of functional/professional experience: Must have a minimum of two years of prior personal banking or teller experience with major emphasis on customer service.
Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists in other departments
Excellent customer service skills that include above average verbal and written communication
Relationship building, collaboration and teamwork
Problem solving skills
Teller and systems training and new account opening
Equal Opportunity Employer/Veterans/Disabled
Auto-ApplyPrivate Client Banker - Hickory Creek and Swisher - Hickory Creek, TX
Personal banker job in Hickory Creek, 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. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-Apply