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  • Relationship Banker - SW Temple area

    Bank of America 4.7company rating

    Personal banker job in Temple, TX

    Temple, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities** : - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** **BILINGUAL - Spanish HIGHLY DESIRED** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills** : - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $29k-35k yearly est. 1d ago
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  • Personal Banker

    First National Bank Texas 4.5company rating

    Personal banker job in Harker Heights, TX

    * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
    $30k-34k yearly est. 1d ago
  • Community Banker

    Frontier Bank of Texas 4.2company rating

    Personal banker job in Round Rock, TX

    At Frontier Bank of Texas, we have created a culture of honesty, integrity, loyalty, community, leadership, and respect. When you join Frontier Bank you become part of a family. This tribe is intensely committed to delivering superb customer service and financial sophistication to our communities. To inspire greatness, we invest in our people by offering growth opportunities through training and education, a work-life balance environment, and competitive compensation. We recognize those who deliver beyond expectations through contribution bonuses and employee-nominated awards. Together, we're redefining community banking by having one level of service. Personal. If you are ready for a strong sense of comradery, join us and experience your new Frontier. Summary: The Community Banker serves as a front-line sales and service banker for prospects and customers seeking to establish and cultivate a relationship with Frontier Bank. A Community Banker has typically held the role as a Community Banking Representative or equivalent and has earned the title of a Community Banker by successfully onboarding new customers and cross-selling our products and services at an exceptional level. A Community Banker is an expert on our products and services and uncovers the financial needs of both prospects and customers to best serve their financial needs. This role also drives growth to the branch by effectively prospecting new business independently or by partnering with leadership within the bank. Additionally, a Community Banker may provide leadership to Community Banking Representatives and assist with community engagement, development, and training opportunities. Primary Responsibilities: Demonstrates Frontier Bank of Texas values: HONESTY, LOYALTY, DEPENDABILITY, LEADERSHIP, COMMUNITY, RESPECT Engages with prospects, customers and borrowers to discuss both business and consumer financial needs as well as consumer lending needs. Ask for referrals and promotes other bank business products and services. Generates new business through educating and cross selling the bank's products and services to new and existing customers. Assists with transactional duties, including teller functions, open new deposit accounts, process consumer loan applications, and refers opportunities to the senior lending team for real estate and business loans. Grant customer access to safe deposit box and vault access according to the Bank's security policies and procedures. Assists in maintaining all dual-control logs while maintaining operational efficiency. Maintains a position of trust and responsibility by keeping all employee and customer information confidential and secure. Contributes to a team environment by answering incoming telephone calls, emails and inquiries while offering expert financial assistance. Provides key leadership and expertise on the core processing system, expert on policies and procedures, and effectively prospecting while growing the branch. Utilizes a needs-based methodology to assess customer financial needs and provides solutions that align with those needs. Adheres to strict compliance rules and regulations to provide optimal operational efficiency. Understands how to formulate appropriate open-ended questions that spark conversations resulting in uncovering financial needs of customers, prospects and community members. Leverages our software programs such as S&P Global to conduct effective research on prospects and utilizes that information for intentional prospecting efforts and cold calling. Promotes our stellar Treasury Management products and services including but not limited to, merchant services, debit cards, online banking, credit cards, Positive Pay, RDC and ACH. Partners with management to source and win business, including new deposits, loans, and related services. Supports senior leadership in achieving branch goals in growing the branch with deposits and referrals for lending and wealth management. Completes all required BAI, security and assigned annual trainings while seeking opportunity for continuous professional development. Actively seeks participation in community events, CRA activities, and other opportunities to represent Frontier Bank with distinction. Knowledge on BSA, AML, OFAC and CIP regulations. Other responsibilities may be assigned by the leadership team. Competency and Qualifications: The competency of the individual in a position will be evaluated on an on-going basis by the executive leadership team and must be able to perform each essential duty in a highly successful manner. The requirements that follow are representative of the knowledge, experience, ability, and demeanor required of a successful candidate. Education/Experience: College Degree and/or college level course work in finance, business management, and/or accounting, or equivalent training, is encouraged. High school diploma or general education degree (GED); 3 years related banking experience and/or training; or equivalent combination of education and experience. Language and Communication Ability: The individual must be able to articulate, communicate, and display the Frontier Bank of Texas values. The individual must have the ability to read, analyze, and interpret technical journals and literature, laws and regulations and legal documents. The individual must have the ability to respond to common inquiries from customers, regulatory agencies, members of the community, shareholders, and others. The individual must have the ability to effectively communicate in writing to many audiences, including shareholders, Board of Directors, executives, CEO, customers, and others. Driving Requirements: Candidates must possess a valid Texas driver's license and maintain personal vehicle insurance that meets the state's minimum requirements. A satisfactory driving record is essential. Reliable, insured personal transportation is required for commuting to assigned branch locations, attending client meetings, and participating in community events. This role involves regular driving as part of daily responsibilities, including transporting materials, visiting client sites, and representing the company at off-site engagements. Reasoning Ability: The individual must have the ability to define problems, solve problems, collect data, establish facts, and draw valid conclusions. The individual must have the ability to interpret technical instructions and to deal with abstract and concrete issues. Computer Skills: To perform this job successfully, an individual must possess knowledge of word processing software, spread sheet software, internet software, and contact management systems. The individual must have the organizational skills to utilize Microsoft Outlook for appointment setting and other duties. Work Environment: The work environment characteristics described herein are representative of those an employee encounters while performing the essential duties of this job. The noise level in the work environment is usually moderate or less. Physical Demands: The physical demands described herein are representative of those which must be met by an employee to successfully perform the essential duties of this job. The employee must frequently lift and/or move up to ten pounds and occasionally lift and/or move up to twenty-five pounds. While performing the duties of this job, the employee is frequently required to sit, stand, walk, talk, and hear. Job Type: Full Time Frontier Bank of Texas is an Equal Opportunity Employer. JOB CODE: 2026-1-Round Rock
    $58k-102k yearly est. 3d ago
  • Private Banker - Waco

    Extraco Banks, N.A 3.8company rating

    Personal banker job in Waco, TX

    Extraco Banks is seeking a Private Banker to join our Private Banking team. This position is located on site in Waco, Texas. Summary: Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banker will provide banking strategies, advice, solutions, and a high level/high touch experience that is customized to meet the financial needs of Private Banking clients. The Private Banker is trusted with developing and maintaining client relationships as the primary point of contact by engaging the resources of other parts of the organization to provide meaningful and personalized service Essential Duties and Responsibilities: Establish and maintain strong relationships with existing Premier Banking clients, serving as their primary point of contact for all banking needs. Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank. This will include developing relationships through referrals from clients, Center of Influences, personal community involvement, internal partners, and mining for prospects in the existing Customers. Profile across the full spectrum of the needs of Private Banking segments and provide tailored advice in collaboration with internal stakeholders. Utilize planning capabilities and develop solutions across consumer lending, deposit, investment, and all other appropriate services. Work closely with the Private Banking Manager to develop, design, and create new and existing product enhancements that will contribute to the growth of the Private Bank and its customers. Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank's goals are achieved. Identify additional opportunities from existing Clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. Manage relationships and a portfolio of Clients by planning, delivering, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates an extraordinary experience. Facilitate financial needs assessment review with clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. Ensure that the proposed solutions maximize the clients' goals and objectives. Coordinate commercial, consumer and other loan requests through established processes. Ensure that relationship/product growth plans have been developed in collaboration with the Director of Private Banking, and are implemented. Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc. Prepare and deliver presentations to clients on various financial topics. Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics. Participate in community events and activities to promote the bank and build relationships with potential clients. Keep up-to-date with industry trends and regulations, and ensure compliance with applicable laws and regulations. May work on projects with limited complexity in a support or advisory role. Performance Measurements Functions and banking services are effectively performed and completed in accordance with established Extraco policies, procedures and legal and regulatory requirements. Documents and reports are completed accurately, efficiently and in a timely fashion. Good working relationship/partnerships exist with Extraco personnel, management, customers, and vendors. Adheres to prescribed KPI goals including but not limited to new business acquisition, product, deposit, loan growth, Client satisfaction, and Client retention. QUALIFICATIONS EDUCATION/CERTIFICATION Bachelor's degree in Business preferred, or equivalent work experience SKILLS/ABILITIES Strong relationship management and team building skills; views team concept as critical to model. Effective oral and written communication skills. Good communication and public relations skills. Ability to cooperate with and assist others both externally and internally. Good organizational and time management skills with ability to handle multiple tasks under tight time frames. Goal-oriented and driven to achieve individual and team objectives. Attention to detail and accuracy. Understanding of banking regulations and compliance requirements. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to accept instruction, prioritize and follow through on work assignments. Ability to write reports, business correspondence and procedural manuals. Ability to calculate figures such as interest, ratios, loan growth, and percentages. Ability to operate modern office equipment and software.
    $55k-96k yearly est. 60d+ ago
  • Personal Banker Temple

    PNC 4.1company rating

    Personal banker job in Temple, TX

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Temple Texas at the Temple branch.PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $33k-40k yearly est. Auto-Apply 2d ago
  • Personal Banker II

    Frost Bank 4.9company rating

    Personal banker job in Round Rock, TX

    It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Personal Banker II, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. What you'll do: Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention of customers Maintain a high level of proficiency regarding all Frost products, with a particularly high level of expertise on all deposit and loan products. This is necessary to effectively educate customers on these products Provide transactional services to include accepting deposits, payments, and check cashing, as needed Use all opportunities to meet assigned sales goals for deposit and loan products by discussing personal financial needs with customers and present product and service solutions to our customers in which Frost can best serve their needs Educate and advise customers about products and services Work effectively and amicably with all frost bankers and customers Making outbound phone calls to customers for service, sales and onboarding efforts Keep abreast of current product, technology and industry trends Manage risk and actively practice loss prevention Ensure that the quality of service given to customers is prompt, efficient, accurate and courteous Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Required Availability: Monday - Friday, 8am-5pm with Rotating Saturdays, 8:30am-1:30pm Excellent written and verbal communication skills Organizational skills Proficient in Microsoft computer applications Additional Preferred Skills: Bachelor's degree Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $31k-36k yearly est. Auto-Apply 9d ago
  • Senior Premier Banker - AUSTIN NW DISTRICT - Round Rock, TX

    Wells Fargo 4.6company rating

    Personal banker job in Round Rock, TX

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier 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 clients serviced, banking services and options of various clients, and client 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 Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: * Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments * Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols * Escalate banking related issues or business risks that require an in-depth evaluation * Advise customers on various aspects of recommended and available financial options and services * Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services * Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals * Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations * Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals * Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially * Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances * Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs * 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: * 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 3+ years of experience building and maintaining effective relationships with customers and partners * 3+ years of experience recommending products and services Desired Qualifications: * Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking * Experience recommending financial services products and services * Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration * State Insurance license(s) * 3+ years of experience in a licensed financial services position * Customer service focus with experience handling complex transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Excellent 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 * Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * Ability to educate and connect customers to technology and share the value of self-service digital banking options * Experience using strong business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others 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) will also be required to be completed within a specified period: 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) website (************************************************* provides the MU4R questions and registration required for employment in this position * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. * A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting End Date: 8 Feb 2026 * 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.
    $56k-109k yearly est. 19h ago
  • Personal Banker - To 23/hr - Temple, TX - Job 3694B

    The Symicor Group

    Personal banker job in Temple, TX

    Personal Banker - To $23/hr - Temple, TX - Job # 3694BWho We AreThe Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.The PositionOur bank client is seeking to fill a Personal Banker role in the greater Temple, TX area. The successful candidate will be responsible for working with customers to help recommend products and services that meet their needs, and is driven by results and enjoys selling. This role is responsible for working as both a Teller and Personal Banker. The opportunity has a generous hourly rate of up to $23/hr plus generous incentives and a benefits package. (This is not a remote position.) Personal Banker responsibilities include: Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate customer relationships, new and existing account holders, to offer bank products and services Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may require in-store aisle prospecting Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash carefully to guard against acceptance of counterfeit checks and identification Enter transactions into computer and issue customer receipts Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit Process western union wires and cash advances Cross-sell bank services and products Provide bank services to a diverse customer base, including a large Spanish speaking population Perform other tasks requested by supervisors as they relate to the bank and its functions Regular and predictable attendance and punctuality Approval limits will be based upon established authority levels Who Are You?You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.You also bring the following skills and experience: At least 18 years of age High school diploma, high school equivalency or currently attending high school Ability to communicate clearly and professionally in both Spanish and English Six months of work experience in a retail or customer service environment preferred Must be able to work a flexible schedule including evenings, weekends, and holidays Must successfully pass background investigation according to company policy Must be able to get along with co-workers and work effectively in a team environment The next step is yours. Email us your current resume along with the position you are considering to: ************************
    $23 hourly Auto-Apply 55d ago
  • Financial Services Representative

    World Finance 4.2company rating

    Personal banker job in Gatesville, TX

    World Finance, winner of the Top Workplaces USA award for five 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. Pay Rate: $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. * Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. 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. Physical Demands and Working Conditions: * Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. * Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). * Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. * Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. * Occasional local travel; may include extended hours, evenings, or weekends. * Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. * Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. * Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. 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.
    $15-19 hourly Auto-Apply 15d ago
  • Financial Services Representative State Farm Agent Team Member

    Alan Cox-State Farm Agent

    Personal banker job in Killeen, TX

    Job DescriptionBenefits: Paid time off Training & development Bonus based on performance Competitive salary Flexible schedule Health insurance Signing bonus ABOUT OUR AGENCY: For over 25 years, I have proudly served our community as a dedicated State Farm agent, building more than just an insurance agency Ive built a trusted relationship with countless families and businesses. My journey with State Farm began with a passion for helping people protect what matters most, and that passion continues to drive everything we do today. At Alan Cox State Farm, we believe that insurance is more than just policies and numbersits about peace of mind, security, and being there when our clients need us most. Our team operates like a family, where every members contribution is valued and where professional growth is nurtured. Were looking for motivated, compassionate individuals who want to make a real difference. Whether youre just starting your career or looking to take it to the next level, we provide the training, support, and opportunities you need to succeed. Join us, and be part of a legacy thats grounded in integrity, community, and unparalleled service. Together, we can help protect dreams and build brighter futures. .
    $30k-45k yearly est. 21d ago
  • Bilingual Financial Services Representative

    Onemci

    Personal banker job in Killeen, TX

    LOCATION Killeen, TX JOB TYPE Full-Time & Part-Time POSITION OVERVIEW At MCI we are committed to fostering an environment where professionals can build meaningful careers, access continuous learning and development opportunities and contribute to the success of a globally expanding, industry-leading organization. We are currently seeking experienced Bilingual Financial Service Representatives to support both inbound and outbound service initiatives for our Financial Services clients. This role is ideal for professionals who are passionate about delivering exceptional service and are committed to supporting our members, employees, and communities with excellence. As a Financial Services Representative, you will engage directly with banking customers providing product and account information, resolving inquiries, and guiding them through banking processes. We're looking for individuals with strong communication skills, a willingness to learn, and a dependable work ethic. To be considered for this role, you must complete a full application on our company careers page, including all screening questions and a brief pre-employment test. -------------- POSITION RESPONSIBILITIES Key Responsibilities Respond to customer inquiries via phone, email, and live chat in a professional and timely manner Understand customer needs and provide accurate solutions Escalate complex issues to appropriate teams when necessary Ensure first-call resolution through effective problem-solving Follow client-specific procedures and maintain professionalism at all times Use internal knowledge bases and training materials to answer questions accurately Maintain detailed and accurate CRM records of customer interactions Handle financial inquiries with strict adherence to confidentiality protocols Comply with all scripts, policies, and procedures Meet attendance and training requirements consistently CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT FOR THIS POSITION? All positive, and driven applicants are encouraged to apply. The Ideal candidates for this position are highly motivated and dedicated and should possess the below qualities: Qualifications Minimum age: 18 years High School Diploma or equivalent At least 3 years of experience in a call center environment Minimum 1 year in a customer service role Ability to multitask across multiple systems while engaging with customers Typing speed: 30-45 WPM Fluent in English (spoken and written) Proficiency with Windows PC applications and ability to learn new systems Basic knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint) Strong organizational and communication skills Customer-focused mindset: empathetic, patient, and responsive Reliable attendance and punctuality Strong problem-solving and decision-making abilities Ability to thrive in a fast-paced, dynamic environment Excellent interpersonal skills and team collaboration Preferred Qualifications Associate's degree or higher Experience in banking or financial services Proven data-entry and professional writing skills Bilingual in Spanish CONDITIONS OF EMPLOYMENT All MCI Locations Must be authorized to work in the country where the job is based. Subject to the program and location of the position Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results. Must be willing to submit to drug screening. Job offers are contingent on drug screening results. COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members. What You Can Expect from MCI: We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy: Paid Time Off: Earn PTO and paid holidays to take the time you need. Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations and sometimes even cars! Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location. Retirement Savings: Secure your future with retirement savings programs, where available. Disability Insurance: Short-term disability coverage is available to help protect you during unexpected challenges. Life Insurance: Access life insurance options to safeguard your loved ones. Supplemental Insurance: Accident and critical illness insurance Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities. Paid Training: Learn new skills while earning a paycheck. Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement. Casual Dress Code: Be comfortable while you work. Compensation & Benefits that Fit Your Life MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued. If you're ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today! PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. REASONABLE ACCOMMODATION Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources. DIVERSITY AND EQUALITY At MCI and its subsidiaries, we embrace differences and believe diversity benefits our employees, company, customers, and community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, where employees are treated with dignity and respect. All employees are responsible for fulfilling MCI's commitment to a diverse and equal-opportunity work environment. MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider qualified applicants with criminal histories for employment in a manner consistent with local and federal requirements. MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, MCI's policy is to provide reasonable accommodation to qualified employees with protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works. ABOUT MCI (PARENT COMPANY) MCI helps customers take on their CX and DX challenges differently, creating industry-leading solutions that deliver exceptional experiences and drive optimal performance. MCI assists companies with business process outsourcing, staff augmentation, contact center customer services, and IT Services needs by providing general and specialized hosting, software, staff, and services. In 2019, Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times, respectively. MCI has ten business process outsourcing service delivery facilities in Georgia, Florida, Texas, New Mexico, California, Kansas, Nova Scotia, South Africa, and the Philippines. Driving modernization through digitalization, MCI ensures clients do more for less. MCI is the holding company for a diverse lineup of tech-enabled business services operating companies. MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum. DISCLAIMER The purpose of the above is to provide potential candidates with a general overview of the role. It's not an all-inclusive list of the duties, responsibilities, skills, and qualifications required for the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not an employment contract, and either you or the employer may terminate employment at any time for any reason.
    $30k-45k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Personal banker job in Gatesville, TX

    World Finance, winner of the Top Workplaces USA award for five 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. Pay Rate: $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. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. 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. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. 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.
    $15-19 hourly Auto-Apply 11d ago
  • Senior Consumer Relationship Banker (Cedar Park Branch)

    Regions Bank 4.1company rating

    Personal banker job in Cedar Park, TX

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development, and upward mobility. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions' solutions with a specific focus on Preferred Banking Households Conducts outbound phone calls using generated customer and prospect lead lists of Preferred Banking and other consumer households to expand existing relationships and acquire new ones Works in partnership with the Branch Team to serve as the primary relationship managers for a portfolio of Preferred Banking Households Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which may consist of sharing responsibility for day to day branch responsibilities including but not limited to greeting customers and processing transactions to ensure customers bank when, where, and how they choose Owns and resolves customer issues Refers customers to an internal team of experts when additional financial goals and needs are recognized Support team development by serving as a subject matter expert for junior level bankers Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. Requirements High School Diploma or GED Two (2) years of banking, sales, and/or customer service experience Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to work Saturdays as needed Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Certifications/Licensures Life Insurance license must be obtained within 120 days of hire in role Preferences Bachelor's degree Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to provide excellent customer service Excellent relationship-building skills Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.) Strong verbal, written communication, and organizational skills Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $54,596.98 USD Median: $63,766.50 USD Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsCedar ParkLocation:Cedar Park, Texas Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $54.6k-63.8k yearly Auto-Apply 4d ago
  • Personal Banker Temple

    PNC Financial Services Group, Inc. 4.4company rating

    Personal banker job in Temple, TX

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Temple Texas at the Temple branch. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. * Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. * Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. * Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. * Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $30k-37k yearly est. 1d ago
  • Universal Banker (Round Rock)

    Primelending 4.4company rating

    Personal banker job in Round Rock, TX

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our client's needs while ensuring a positive customer experience. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
    $29k-37k yearly est. Auto-Apply 17d ago
  • Part Time (20 Hours) Associate Banker, Temple Branch, Temple, TX

    JPMC

    Personal banker job in Temple, TX

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform 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 Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $25k-31k yearly est. Auto-Apply 60d+ ago
  • Universal Banker (Round Rock)

    Hilltop Holdings 4.7company rating

    Personal banker job in Round Rock, TX

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our client's needs while ensuring a positive customer experience.
    $29k-37k yearly est. Auto-Apply 52d ago
  • Part Time (30 Hours) Associate Banker, Harker Heights Branch, Harker Heights, TX

    Jpmorganchase 4.8company rating

    Personal banker job in Harker Heights, TX

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform 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 Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $26k-31k yearly est. Auto-Apply 8d ago
  • Universal Banker

    Central National Bank 3.7company rating

    Personal banker job in Woodway, TX

    A Universal Banker will be responsible for customer service, new account acquisition and onboarding, customer retention, and above all, deliver on the bank's mission of providing service in a manner that customers recognize as superior to the service provided by our competition. Requirements Skills and Qualifications Exceptional customer service skills Accomplished interpersonal and communication skills (both verbal and written) Proficiency in Microsoft Office suite of products (specifically Word & Excel) Ability to network, negotiate, develop good rapport with others, and to grow relationships High energy, enthusiasm, and a positive attitude Organizational skills with strong attention to detail and the ability to follow through Ability to multi-task and work efficiently to meet required deadlines Strong orientation to personal service and professionalism (both conduct and appearance) Desire to achieve success through personal growth and training, with a sense of ownership and dedication to the bank and its valued customers Banking experience preferred Universal Banker Responsibilities Opening consumer and commercial deposit accounts Perform signature card revisions and work with other areas of the bank with account requests Respond to customer inquiries via phone, email, text, and chat Take wire transfer instructions from customers Provide technical assistance and troubleshooting for the bank's electronic services: CentraNet, CentraNet Manager, Mobile App, Bill Pay, Bank to Bank Transfers, eStatements, eNotices, Payment Portal, and Text Banking Update customer contact information (address, phone number, and email address) Set up customers with CentraNet Online Banking, Mobile Deposit, and Bank-to-Bank Transfers Add/remove accounts to CentraNet and Mobile Deposit Upon request, provide customers with copies of statements and temporary activity statements Transfer funds and provide balance information to customers Place stop payments on checks and ACH transactions Take loan payments over the phone Answer questions about customers' debit card transactions, unblock cards (due to fraud block) and cancel/re-issue lost/stolen cards Place check and deposit slip orders for customers Answer phone calls that come through the switchboard and fill in at receptionist desk when needed Complete tasks and applications that customers submit online
    $29k-34k yearly est. 60d+ ago
  • Floating Universal Banker

    American Bank N A 3.3company rating

    Personal banker job in Waco, TX

    Provides quality service by assisting customers accurately and efficiently, and develops long term customer relationships. Performs a broad variety of customer service and sales activities, such as assisting walk-in customers as well as telephone customers with problems and questions. Educate customers about American Bank sales and service delivery options and refer the appropriate products and services matching the customer needs. Refer customers to the appropriate source or channel to address their need. RESPONSIBILITIES AND DUTIES Have a good understanding of the bank products/services, offers information on bank products and services that can benefit the customer and enhance banking relationships. Prepares and compiles new customer application and information to open new accounts. Provides ongoing relationship servicing current customers to maintain goodwill and gain additional business. Responds to customer inquiries and requests regarding account. Promotes and cross sells other products and services as appropriate to customer requirements. Generates new business to assist in meeting establishment profitability goals. Performs all regular teller duties including accepting deposits, and cashing checks. Prepares holds on deposits as necessary. Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary. Performs operational duties as required, which may include: vault operations, ordering and shipping cash, research teller differences, and completing various reports. Performs various customer service duties: Answering phone calls and assisting walk in customers Customer research Processing check orders Opening/Closing accounts Assist customer with Safe Deposit Boxes Responsible for maintaining customer accounts including deposit accounts, CDs, HSAs, IRASs, and other retail banking products. Takes consumer loan applications Other duties as assigned Qualifications KNOWLEDGE, SKILL AND ABILITIES Basic knowledge of products, policies , procedures, documentation and systems. Strong mathematical, problem solving skills Proven customer service and interpersonal skills Effective selling, cross-selling and referral skills Ability to work effectively as a team member Strong communication skills and active listening skills Careful attention to detail High standard of confidentiality standards Contribute to a positive environment Ability to quickly learn and effectively use new technology Ability to prioritize, handle multiple tasks Requirements High School diploma or equivalent Two or more years of experience or equivalent training in retail activities, including sales and cash handling. Excellent skills and proficiency in word/excel/outlook with the ability to learn new software applications Must be a self- starter, dependable, accurate in completing responsibilities with strong attention to detail and accuracy. Ability to accept and facilitate change PHYSICAL REQUIREMENTS: 0-24% 25-49% 50-74% 75-100% Seeing: Must be able to greet customers read documents, use computer xxx Hearing: Must be able to communicate with customers and co-workers xxx Standing/Walking: Must be able to visit customer xxx Climbing/Stooping/Kneeling: xxx Lifting/Pulling/Pushing: xxx Fingering/Grasping/Feeling: Must be able to use computer, write xxx PHYSICAL DIMENSIONS: Medium Work: Exerting up to 40 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, skills, required of person so classified.
    $29k-36k yearly est. 20d ago

Learn more about personal banker jobs

How much does a personal banker earn in Killeen, TX?

The average personal banker in Killeen, TX earns between $28,000 and $46,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Killeen, TX

$36,000

What are the biggest employers of Personal Bankers in Killeen, TX?

The biggest employers of Personal Bankers in Killeen, TX are:
  1. First National Bank Texas
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