Personal Banker Jobs in Idaho Falls, ID

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Hours: 18.75 Line of Business: Personal & Commercial Banking Pay Details: $23.37 - $31.20 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. : Department Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact. Job Description: Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes? In this role, a typical day may look like: * Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions * Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters * Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking * Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management * Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence * Participate in the timely and accurate completion of business processes and procedures * Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics * Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives Job Requirements: * High School diploma and/or 1+ years of relevant experience * Investment Funds Canada (IFC) or equivalent - post-appointment within 6 months * Post-Secondary or Undergraduate degree (in related field) preferred * Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet * Knowledge of banking solutions and processes to advise customers * A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills * A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities * A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

ANB Bank has financial strength embodied in $3 billion in assets and is a true community bank with an unwavering commitment to excellence. The bank helps each of its communities prosper through investment, sponsorship, philanthropy, and employee volunteerism. It is a passion ANB has for banking that makes the difference. ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB is committed to rewarding our team members who strengthen our company and culture. ANB offers competitive compensation and a comprehensive benefits package for this position. Hiring Pay Ranges (Includes $1.00 per hour Cost of Living Adjustment): * Universal Banker I - $18.50 - $20.25 per hour * Universal Banker II - $19.00 - $21.50 per hour * Universal Banker III - $20.25 - $23.65 per hour * Universal Banker IV - $21.50 - $26.25 per hour * The hiring pay range for this position is commensurate with the level of relevant experience and education. * This position may be eligible to receive an additional $1.00 per hour if approved for the Spanish Communication Assistant Program. Health & Wellness Benefits (Subject to Eligibility Requirements) * Minimum 4 Weeks of Paid Time Off (PTO) * 11 Paid Holidays * Medical, Dental, and Vision Insurance * Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts * Company provided Life, AD&D, and Disability Insurance with supplementation options * 401(k) plan with discretionary company match and profit sharing * Discretionary annual bonus and employee referral incentives * Employee Assistance Program (EAP) * Tuition Reimbursement Program * Spanish Communication Assistant Program Incentive * Employee banking products Summary * Responsible for demonstrating excellent customer service in accordance with Sturm Financial Group's Mission, Vision, Values. Opens accounts, handles cash and various financial transactions, sells/cross-sells bank products and services, assists customers with their banking needs, and resolves customer service issues while complying with regulatory requirements. Accountable for sales and service activities for assigned branch locations. Proactively seeks new customers through marketing and prospecting. Refers customers to other areas of the company as appropriate. Essential Duties and Responsibilities * Processes paying/receiving transactions and maintains accurate records of all transactions. * Cashes checks within assigned limits and stated guidelines. * Responsible for daily cash settlements of cash and proof transactions. * Balances cash drawer. * Opens checking, savings, money market and certificates of deposit accounts. Orders check and ATM/Debit cards and provides starter checks for new accounts. * Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers, both on and off Bank property. * Identifies customer's financial needs through in-person efforts, cold calls, referrals, and marketing, while providing strong product knowledge and quality service excellence. * Displays sufficient knowledge in explaining, selling, and administering products; refers customers to appropriate resources within the organization. * Actively seeks to understand customers' complete financial services needs and recommends products and services based on those needs, including performing customer follow up actions as outlined in the ANB C.A.R.E.S Client Onboarding procedure. * Identify cross-sell and referral opportunities to broaden customer banking relationships. * Responds to customer needs and priorities; establishes effective working relationships with customers; identifies and takes appropriate action on customer needs. * Provides efficient and courteous customer service, researching problems and implementing appropriate resolution. * Collaborates with team members to achieve branch goals and objectives. * Delivers the quality of service as defined by department and company standards. * Maintains confidentiality as defined by department and company standards. * Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position. * Adheres to all bank policies, procedures, and regulatory requirements. * Participates in training and development activities to enhance job knowledge and skills. * Supports the company's Mission, Vision, and Values. * Other duties as assigned. Education and/or Experience Universal Banker I * No experience required. * Previous customer service or cash handling experience preferred. * Ability to work in a fast-paced environment and handle multiple tasks simultaneously. * Basic computer skills and proficiency in Microsoft Office applications. * Basic knowledge of banking products, services, and regulations preferred. Universal Banker II * Minimum 6 months prior bank experience performing teller or personal banker duties; or 1 year of cash handling or customer service experience; or equivalent combination of education and experience. * Proficient computer skills and proficiency in Microsoft Office applications. * Intermediate understanding of banking products, services and regulations. Universal Banker III * Minimum 2 years prior bank experience performing teller or personal banker duties for external candidates. * Minimum 1 year prior bank experience performing teller or personal banker duties for internal candidates. * Proficient computer skills and proficiency in Microsoft Office applications. * Advanced understanding of banking products, services and regulations. Universal Banker IV * Minimum 4 years prior bank experience performing teller or personal banker duties for external candidates. * Minimum 2 years prior bank experience performing teller or personal banker duties for internal candidates. * Proficient computer skills and proficiency in Microsoft Office applications. * Subject matter expert on banking products, services and regulations. Equal Opportunity Employer / Affirmative Action / Minorities / Female / Disabled / Veteran ANB Bank is committed to providing Equal Opportunity in Employment. The Bank is continually trying to improve recruitment, employment, development and promotional opportunities for its employees. Our selection decisions are based on job-related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, pregnancy, marital status, genetic information, gender identity, or any other status protected by federal, state, or local law. ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicant not disclose its wage rate history to ANB Bank. If ANB Bank for any reason comes into possession of Applicant's wage rate history, ANB Bank will not rely on it in determining a wage rate. ANB Bank requests that applicant not provide information on age, date of birth or graduation date from any academic institution, including on resumes. Anticipated Date of Application Window Closure: 06/06/2025 (or until filled)

Application Deadline: 07/30/2025 Address: 160 W. Pearl Ave. Job Family Group: Retail Banking Sales & Service Jackson, WY branch Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,715.00 - $49,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Why work for First Federal Bank? Our company culture is driven by our desire to serve our members and communities, something we have done for over 100 years. Along with doing meaningful work, enjoy perks and benefits that come along with being part of Idaho's only mutual bank - no stockholders or majority owners, just our account members! Eligible First Federal Bank employees receive paid vacation, sick leave, and holidays; health insurance, dental insurance, and vision insurance; 401(K) retirement; educational assistance; life insurance; and long-term disability insurance. Employees also receive paid community service hours and can participate in our Pay-It-Forward program to give back to the communities we serve. In addition, the First Federal Foundation has provided over $1.4 million to local non-profits since 2003. For a meaningful job and to be part of a community-focused team, as well as much more, apply today at ***************************** Essential Duties and Responsibilities * Provide exceptional customer service in the retail banking environment and develop strong customer relationships to grow customer base and increase deposit account/service production. * Process teller transactions (deposits, withdrawals, loan payments, cash advances, foreign currency orders/exchanges, savings bond redemptions, monetary instrument, and gift card purchases, etc.). * Perform vault duties including cash shipments and distribution of money to other PBs, cash recyclers and ATMs. * Assist with outgoing wire transfer requests. * May assist with in branch security duties. * Assist customers with all aspects of opening and maintaining personal deposit accounts (checking, savings, time deposits, IRAs, Safe Deposit Boxes, etc.) and services (debit cards, online banking, etc.). * Able to understand and review legal documentation. * Refer customers to in-house financial experts and/or relevant bank departments, such as business banking, commercial lending, mortgage lending, and wealth management when appropriate. * Assist with personal credit card applications. * Assist with customer inquiries in person, via phone or email. * Represent and promote the bank professionally in the community and at community events. * Perform job duties in compliance with all laws, rules, regulations, policies, practices, and procedures. Other duties as assigned by the Branch Manager or Assistant Branch Manager. Qualifications Required (Required education may be satisfied by experience and/or working knowledge) * High School diploma or equivalent. * 2 years of combined customer service experience and/or cash handling experience * Valid driver's license as some travel between branches, to/from Corporate, or to customer locations may be required. Physical Requirements and Working Conditions * Standing or sitting for extended periods of time. * Ability to operate computer applications and basic business equipment. Qualifications Preferred * 1 year of banking experience.

Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. * Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. * Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. * Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. * Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. * Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. * Process client transactions according to the Bank's policies and procedures. * Ensure regulatory requirements such as Anti Money Laundering and BSA are adhered to. * Build client loyalty through courteous, professional service according to the Bank's established Sales and Service Standards. * Maintain knowledge of all Bank products and services to effectively promote the Bank to clients. * Identify clients' needs and make appropriate referrals of products and services while executing a smooth transition of client to platform personnel. * In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. * Perform other duties as may be assigned. Qualifications * High school diploma or equivalent with at least one year of cash handling experience. * Previous client service experience or a strong desire to work in the service industry. * The ability to develop a complete working knowledge of the teller system including the use of a PC and calculator, as required to efficiently perform the job. * Position requires flexibility and willingness to occasionally travel to other locations/branches; must work Saturdays. * Ability to meet/exceed client experience needs, identify client/project needs. * Strong team player. * Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. * Working knowledge of Microsoft Excel, Word, Access and Outlook. * Ability to interact effectively and tactfully with all levels of the Bank. * Ability to read, write and speak clearly. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY This position has no supervisory responsibilities.

World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

JobID: 210622209 JobSchedule: Full time JobShift: : You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities * Delivers an exceptional customer experience by acting with a customer-first attitude * Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations * Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships * Influences, educates, and connects customers to technology * Possesses initiative and knowledge to provide financial options for customers using a consultative approach * Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together * Works in partnership with Specialists (Financial 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 experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results * High school degree, GED, or foreign equivalent * Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire * Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs * Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills * College degree or military equivalent * Professional, thorough, and organized with strong follow-up skills * Exude confidence with clients when sharing product knowledge and solutions * Experience adhering to policies, procedures, and regulatory banking requirements 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: **************************************************************************

Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share. Primary Responsibilities and Duties: Maintains a high level of member service in accordance with the EVERWISE CREDIT UNION Service Expectations. This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center) Responsible for maintaining a high level of confidentiality about member account information. Meets or exceeds established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need. Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly. May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties. Complies with the credit union Check Cashing, Cash Control and Transaction Approval Limits policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc. Volunteers for special projects within the scope of job responsibilities. Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction. Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union. Knowledge/Skills: Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication Ability to proactively problem solve by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION. High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling. Proficient cash handling skills. Ability to work in a fast-paced diverse and universal environment. Practical application and general understanding of various computer applications Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin. Minimum Requirements: High School Diploma, GED or equivalent certification. Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Relationship 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. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: * Participate in building relationships with customers and spend time understanding required needs * Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs * Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers * Present recommendations for resolving inquiries and service requests regarding customers' accounts * Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers * Provide information to internal partners and external sources to further enhance the customer experience * Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs * Provide self-service digital banking options to customers * 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 SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience * 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration * State Insurance license(s) * Customer service focus with experience handling transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Strong verbal, written, and interpersonal communication skills * Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business * Ability to be proactive, innovative, and creative in meeting customer and enterprise needs * Ability to make client calls and actively participate in the sales development process * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer- coaching * Experience assessing customer needs and recommending products/services to fulfill those needs * Experience using business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees Job Expectations: * Ability to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required * For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment * State Insurance license(s) are required for this role and must be completed within a specified period * Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance * 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) web site (************************************************* 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 End Date: 29 May 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.

Financial Representative - Coeur d'Alene, ID As business owners, Financial Representatives at Northwestern Mutual - Coeur d'Alene, ID help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023

**THIS POSITION REQUIRES 3-4 MONTHS OF ON-SITE TRAINING BEFORE BEING GIVEN THE OPPORTUNITY TO WORK REMOTELY FROM HOME** id="is Pasted"> The Patient Financial Services Representative is responsible for managing patient inquiries related to billing, insurance, and services received from our medical provider clients. This includes attempting to resolve outstanding balances through payment negotiations while addressing broader patient concerns such as insurance disputes, service-related issues, or general inquiries. The representative will manage both inbound and outbound communications, ensuring timely and professional responses, and routing issues to the appropriate teams when necessary. Key Responsibilities: Payment Resolution: Proactively contact patients to negotiate and resolve outstanding balances, offering payment options and terms within the client's guidelines. This includes setting up payment plans and processing payments securely. Patient Interaction: Handle all communications (phone, email) regarding billing inquiries, insurance claims, service disputes, and questions about procedures, ensuring each concern is documented and addressed or routed appropriately. Insurance Assistance: Assist patients in understanding their explanation of benefits. Service-Related Issues: Address concerns about the medical services received, ensuring these are routed to the appropriate clinical or billing teams for resolution. Documentation & Compliance: Accurately record all patient interactions, payment agreements, and issue resolutions in compliance with HIPAA and other applicable regulations. Customer Service Excellence: Provide empathetic, high-quality service to ensure patient satisfaction, even when dealing with complex or sensitive financial or service-related issues. Qualifications: Strong communication and negotiation skills, with the ability to resolve both financial and service-related issues. Ability to manage multiple tasks and resolve patient concerns efficiently. Experience in healthcare collections, billing, or customer service is preferred. Knowledge of healthcare billing processes, insurance claims, and medical terminology is preferred. Familiarity with HIPAA and FDCPA regulations is preferred. Benefits: 40 hour work week Hybrid available upon successful completion of on-site training program Monthly Bonus Opportunities Available Medical Dental Life Insurance PTO (first day of month following 60 days of employment) Holiday Pay (after 60 days) 401k after one year of employment Short/Long Term Disability FMS, Inc. is a twenty-five year plus, fastest growing, and most successful privately owned accounts receivable and consumer contact organization. FMS, Inc. is expanding and creating new career opportunities in our established Meridian, ID office. Training hours - 8:00am-5:00pm Future: Monday - Thursday 8a - 8p (one late shift 11a - 8p) Friday 8a - 5p Saturday 8a - 12p (one Saturday a month)

Full-time Description **We are excited that we are hiring for a Financial Service Representative 1 or 2. Within this job posting, all s and salary ranges are below.** Financial Service Representative 1 (Personal Banker) Department: Retail Experience Non-Exempt Range: N8 $21.54 to $32.32 SUMMARY: This role is dedicated to enhancing lives, fulfilling dreams, and building communities. Working under supervision, you will provide recommendations to meet member needs through credit union product and service referrals. Your responsibilities include meeting individual and branch sales goals, opening new accounts, verifying and maintaining existing accounts, answering members' questions, and resolving account-related issues, all while deepening our member experience with exceptional service. The position requires knowledge of various account ownership types, classifications, and a comprehensive understanding of credit union services to financially educate and provide needs-based recommendations for members. While adhering to sound underwriting practices as outlined in policies and procedures, you will examine, evaluate, and recommend approval for credit applications, consumer loans, small business loans, and credit card accounts. Effective communication with prospective and current members, as well as the ability to positively and professionally represent the credit union, is essential. ESSENTIAL DUTIES AND RESPONSIBILITIES include but not limited to the following. Other duties may be assigned.To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy and respect, cross-selling additional services, and making a personal effort to make members feel they belong and are important to the credit union. Sales Focus: Demonstrated ability to deepen relationships with members by offering products/services that meet their needs, goals and create a full financial services relationship as their trusted advisor. Responsible for pro-actively soliciting, developing and maintaining member account relationships. Act as a relationship manager to existing members, cross selling the full range of Numerica Credit Union's financial products and services meeting the members' financial goals. Tracks and measures current and prospective member contacts regularly with regular focus refining pipeline management for future closed sales through referrals and member relationship management system in accordance to Numerica standards. Consistently meets or exceeds individual/branch sales goals and year-end commitments assigned for loans, deposits, other credit union services and insurance products. Transactional: Welcome, listen to, and proactively assist members with existing account and consumer loan maintenance inquiries and teller transactions. Open new accounts, verify and maintain existing accounts, and address members' inquiries and account related issues. While delivering exceptional member satisfaction, provide tailored solutions to meet members' needs through credit union product and service referrals. Responsibilities include, however are not limited to: opening, closing and servicing consumer, business and advanced accounts. Member Support: Financially educates and recommends appropriate consumer loan products after interviewing members, accepts complete loan applications with required supporting information, in person, over the phone, electronically or via video. Analyzes applicant financial status, credit, and collateral to help determine feasibility of granting loan and submits application to underwriters for verification and recommendation to process, fund and close the sale. Analyzes additional products, services and lending opportunities with each member interaction to further assist in meeting the borrower's financial goals, while increasing the credit union's lending portfolio. Relationships/Behavior: Foster partnerships across all Numerica lines of business leading to an exceptional and consistent member experience. Maintain knowledge of and adhere to all compliance and regulatory standards including internal/external policies and BSA regulation. Effectively incorporates Numerica's CARES Principles in daily behaviors and interactions: Connect - Create a welcoming, energized, and warm environment Ask - Discover and confirm others' needs to ensure they feel understood and known Resolve - Take personal and full responsibility for meeting others' needs Elevate - Commit to long-term personal and organizational growth and improvement Strengthen - Invest in our Numerica community and beyond. Other job responsibilities assigned, as needed. PERFORMANCE STANDARDS: Must fully understand credit union products and services and be able to assist members to use these products and services. Must be able to achieve individual product, service and sales goals. Ensure member transactions are performed in a timely, effective and accurate manner. Be knowledgeable of Credit Union policies and procedures. Cooperative and positive attitude toward members and credit union team. Professional appearance and demeanor. EDUCATION and/or EXPERIENCE: Minimum: High school diploma or general education degree (GED); plus, one to three years' related experience and/or training or equivalent combination of education and experience. Ability to learn credit union's computer system for performing basic input/output tasks. Preferred: Experience in a sales-oriented role, particularly within the financial services industry. Understanding of lending principles, and sales with various loan products, such as personal, auto, mortgage, and business loans. Relevant training in a credit union, bank or other financial institution. LANGUAGE SKILLS: Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Effectively present information in one-on-one situations to members, potential members, and other employees of the credit union. INTERPERSONAL SKILLS: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion. CERTIFICATES, LICENSES, REGISTRATIONS: NMLS certification will be required. Notary Public license required. OTHER SKILLS and ABILITIES: Ability to operate general office machines and equipment such as photocopier, fax, adding machine and computer. Skilled in software used in credit union such as Microsoft Word, Excel, Outlook and Symitar. Ability to lift up to 25lbs. Must be able to sit or stand for extended periods of time. The doesn't imply an employment contract, nor is it intended to include every duty, task, or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management's request. Financial Service Representative 2 (Personal Banker) Department: Retail Experience Non-Exempt Range: N9 $24.47 to $36.70 SUMMARY: This role is dedicated to enhancing lives, fulfilling dreams, and building communities. Working under supervision, you will provide recommendations to meet member needs through credit union products and service referrals. Your responsibilities include meeting individual and branch sales goals, opening new accounts, verifying and maintaining existing accounts, answering members' questions, and resolving account-related issues, all while deepening our member experience with exceptional service. The position requires a broad knowledge of various account ownership types, classifications, and a comprehensive understanding of credit union services to financially educate and provide a need-based recommendations for members. Within authority and while adhering to sound underwriting practices as outlined in policies and procedures, you will examine, evaluate, and recommend approval for credit applications, extension of lines of credit, consumer loans, small business loans, and credit card accounts. Effective communication with prospective and current members, as well as the ability to positively and professionally represent the credit union, is essential. ESSENTIAL DUTIES AND RESPONSIBILITIES include but not limited to the following. Other duties may be assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy and respect, cross-selling additional services, and making a personal effort to make members feel they belong and are important to the credit union. Sales Focus: Demonstrated ability to deepen relationships with members by offering products/services that meet their needs, goals and create a full financial services relationship as their trusted advisor. Responsible for pro-actively soliciting, developing and maintaining member account relationships. Act as a relationship manager to existing members, cross selling the full range of Numerica Credit Union financial products and services meeting the members' financial goals. Tracks and measures current and prospective lending opportunities with regular member contacts regularly with focus refining pipeline management for future closed sales through referrals and member relationship management system in accordance to Numerica standards and increasing the credit unions portfolio. Consistently meets or exceeds individual/branch sales goals and year-end commitments assigned for loans, deposits, other credit union services and insurance products. Demonstrated ability to analyze additional potential lending opportunities with each member engagement to further assist in meeting the borrower's financial goals, while increasing the credit union's lending portfolio. Transactional: Welcome, listen to, and proactively assist members with existing account and consumer loan maintenance inquiries and teller transactions. Open new accounts, verify and maintain existing accounts, and address members' inquiries and account related issues. While delivering exceptional member satisfaction, provide tailored solutions to meet members' needs through credit union product and service referrals with minimal to no errors. From initiation of application to closing, analyze applicant financial status, credit and collateral to determine feasibility of granting loan, submits application to underwriters for verification and recommendation, connect with member on loan status within lending timeline and close loan. Responsibilities include, however are not limited to: opening, closing and servicing consumer, business and advanced accounts. Member Support: Financially educates and recommends appropriate consumer loan products after interviewing members, accepts complete loan applications with required supporting information, which may be in person, over the phone, electronically or via video. Analyzes applicant financial status, credit, and collateral to help determine feasibility of granting loan and submits application to underwriters for verification and recommendation to process, fund and close the sale. Analyzes additional products, services and lending opportunities with each member interaction to further assist in meeting the borrower's financial goals, while increasing the credit union's lending portfolio. Relationships/Behavior: Foster partnerships across all Numerica lines of business leading to an exceptional and consistent member experience. Internal resource and support for new and current team members to support individual and branch goals, consistent to Numerica Credit Union standards. Ability and drive to seek internal and external development opportunities with limited direction. Maintain knowledge of and adhere to all compliance and regulatory standards including internal/external policies and BSA regulation. Effectively incorporates Numerica's CARES Principles in daily behaviors and interactions: Connect - Create a welcoming, energized, and warm environment Ask - Discover and confirm others' needs to ensure they feel understood and known Resolve - Take personal and full responsibility for meeting others' needs Elevate - Commit to long-term personal and organizational growth and improvement Strengthen - Invest in our Numerica community and beyond. Other job responsibilities assigned, as needed. PERFORMANCE STANDARDS: Must fully understand credit union products and services and be able to assist members to use these products and services. Must be able to achieve individual product, service and sales goals. Ensure member transactions are performed in a timely, effective and accurate manner. Be knowledgeable of Credit Union policies and procedures. Cooperative and positive attitude toward members and credit union team. Professional appearance and demeanor. EDUCATION and/or EXPERIENCE: Minimum: High school diploma or general education degree (GED); plus, two years' related experience and/or training or equivalent combination of education and experience. Ability to learn credit union's computer system for performing basic input/output tasks. Preferred: Experience in a sales-oriented role, particularly within the financial services industry. Understanding of lending principles, and sales with various loan products, such as personal, auto, mortgage, and business loans. Relevant training in a credit union, bank or other financial institution. LANGUAGE SKILLS: Ability to read and comprehend instructions, short correspondence and memos. Ability to write correspondence. Effectively present information in one-on-one situations to members, potential members and other employees of the credit union. INTERPERSONAL SKILLS: Courtesy, tact and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion. CERTIFICATES, LICENSES, REGISTRATIONS: NMLS certification will be required. Notary Public license required. OTHER SKILLS and ABILITIES: Ability to operate general office machines and equipment such as photocopier, fax, adding machine and computer. Skilled in software used in Credit Union such as Microsoft Word, Excel, Outlook and Symitar. Ability to lift up to 25lbs. Must be able to sit or stand for extended periods of time. The job description doesn't imply an employment contract, nor is it intended to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management's request. Numerica Credit Union Benefits and Perks - ****************************************************************************************** Requirements Numerica Credit Union is an Equal Opportunity/Affirmative Action Employer Numerica Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for purposes of participating in the application/hiring process with Numerica Credit Union. If you are unable or limited in your ability to use or access Numerica Credit Union's career page at ****************** as a result of your disability, you can request reasonable accommodations by calling **************. Salary Description $21.54 - $36.70

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

ANB Bank has financial strength embodied in $3 billion in assets and is a true community bank with an unwavering commitment to excellence. The bank helps each of its communities prosper through investment, sponsorship, philanthropy, and employee volunteerism. It is a passion ANB has for banking that makes the difference. ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB is committed to rewarding our team members who strengthen our company and culture. ANB offers competitive compensation and a comprehensive benefits package for this position. Hiring Pay Ranges: $17.50 - $25.25 per hour * Universal Banker I - $17.50 - $19.25 per hour * Universal Banker II - $18.00 - $20.50 per hour * Universal Banker III - $19.25 - $22.65 per hour * Universal Banker IV - $20.50 - $25.25 per hour * The hiring pay range for this position is commensurate with the level of relevant experience and education. * This position may be eligible to receive an additional $1.00 per hour if approved for the Spanish Communication Assistant Program. Health & Wellness Benefits (Subject to Eligibility Requirements) * Minimum 4 Weeks of Paid Time Off (PTO) * 11 Paid Holidays * Medical, Dental, and Vision Insurance * Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts * Company provided Life, AD&D, and Disability Insurance with supplementation options * 401(k) plan with discretionary company match and profit sharing * Discretionary annual bonus and employee referral incentives * Employee Assistance Program (EAP) * Tuition Reimbursement Program * Spanish Communication Assistant Program Incentive * Employee banking products Summary * Responsible for demonstrating excellent customer service in accordance with Sturm Financial Group's Mission, Vision, Values. Opens accounts, handles cash and various financial transactions, sells/cross-sells bank products and services, assists customers with their banking needs, and resolves customer service issues while complying with regulatory requirements. Accountable for sales and service activities for assigned branch locations. Proactively seeks new customers through marketing and prospecting. Refers customers to other areas of the company as appropriate. Essential Duties and Responsibilities * Processes paying/receiving transactions and maintains accurate records of all transactions. * Cashes checks within assigned limits and stated guidelines. * Responsible for daily cash settlements of cash and proof transactions. * Balances cash drawer. * Opens checking, savings, money market and certificates of deposit accounts. Orders check and ATM/Debit cards and provides starter checks for new accounts. * Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers, both on and off Bank property. * Identifies customer's financial needs through in-person efforts, cold calls, referrals, and marketing, while providing strong product knowledge and quality service excellence. * Displays sufficient knowledge in explaining, selling, and administering products; refers customers to appropriate resources within the organization. * Actively seeks to understand customers' complete financial services needs and recommends products and services based on those needs, including performing customer follow up actions as outlined in the ANB C.A.R.E.S Client Onboarding procedure. * Identify cross-sell and referral opportunities to broaden customer banking relationships. * Responds to customer needs and priorities; establishes effective working relationships with customers; identifies and takes appropriate action on customer needs. * Provides efficient and courteous customer service, researching problems and implementing appropriate resolution. * Collaborates with team members to achieve branch goals and objectives. * Delivers the quality of service as defined by department and company standards. * Maintains confidentiality as defined by department and company standards. * Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position. * Adheres to all bank policies, procedures, and regulatory requirements. * Participates in training and development activities to enhance job knowledge and skills. * Supports the company's Mission, Vision, and Values. * Other duties as assigned. Education and/or Experience Universal Banker I * No experience required. * Previous customer service or cash handling experience preferred. * Ability to work in a fast-paced environment and handle multiple tasks simultaneously. * Basic computer skills and proficiency in Microsoft Office applications. * Basic knowledge of banking products, services, and regulations preferred. Universal Banker II * Minimum 6 months prior bank experience performing teller or personal banker duties; or 1 year of cash handling or customer service experience; or equivalent combination of education and experience. * Proficient computer skills and proficiency in Microsoft Office applications. * Intermediate understanding of banking products, services and regulations. Universal Banker III * Minimum 2 years prior bank experience performing teller or personal banker duties for external candidates. * Minimum 1 year prior bank experience performing teller or personal banker duties for internal candidates. * Bilingual in Spanish preferred but not required. * Proficient computer skills and proficiency in Microsoft Office applications. * Advanced understanding of banking products, services and regulations. Universal Banker IV * Minimum 4 years prior bank experience performing teller or personal banker duties for external candidates. * Minimum 2 years prior bank experience performing teller or personal banker duties for internal candidates. * Bilingual in Spanish preferred but not required. * Proficient computer skills and proficiency in Microsoft Office applications. * Subject matter expert on banking products, services and regulations. Equal Opportunity Employer / Affirmative Action / Minorities / Female / Disabled / Veteran ANB Bank is committed to providing Equal Opportunity in Employment. The Bank is continually trying to improve recruitment, employment, development and promotional opportunities for its employees. Our selection decisions are based on job-related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, pregnancy, marital status, genetic information, gender identity, or any other status protected by federal, state, or local law. ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicant not disclose its wage rate history to ANB Bank. If ANB Bank for any reason comes into possession of Applicant's wage rate history, ANB Bank will not rely on it in determining a wage rate. ANB Bank requests that applicant not provide information on age, date of birth or graduation date from any academic institution, including on resumes. Anticipated Date of Application Window Closure: 06/06/2025 (or until filled)

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. **Job responsibilities** + Delivers an exceptional customer experience by acting with a customer-first attitude + Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations + Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships + Influences, educates, and connects customers to technology + Possesses initiative and knowledge to provide financial options for customers using a consultative approach + Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together + Works in partnership with Specialists (Financial 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 experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results + High school degree, GED, or foreign equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire + Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs + Ability to work branch hours including weekends and some evenings **Preferred qualifications, capabilities, and skills** + College degree or military equivalent + Professional, thorough, and organized with strong follow-up skills + Exude confidence with clients when sharing product knowledge and solutions + Experience adhering to policies, procedures, and regulatory banking requirements **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share. Will float between designated service centers and provide support to multiple branch locations as needed. This role will support Everwise branches in the following markets: Meridian, Park 100, Shadeland, Pike Plaza, One North Capitol, and Zionsville. Primary Responsibilities and Duties: Maintains a high level of membership in accordance with the EVERWISE CREDIT UNION Service Expectations. This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center) Responsible for maintaining a high level of confidentiality about member account information. Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need. Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly. May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties. Comply with the credit union Check Cashing, Cash Control and Transaction Approval Limits policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc. Volunteers for special projects within the scope of job responsibilities. Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction. Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union. Knowledge/Skills: Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication Ability to proactively solve problems by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION. High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling. Proficient cash handling skills. Ability to work in a fast-paced diverse and universal environment. Practical application and general understanding of various computer applications Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin Minimum Requirements: High School Diploma, GED or equivalent certification. Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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