Personal banker jobs in Lake Charles, LA - 1,716 jobs
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Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Personal banker job in Dallas, TX
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
#J-18808-Ljbffr
$58k-118k yearly est. 3d ago
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Relationship Banker
Bank of America Corporation 4.7
Personal banker job in Odessa, TX
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:
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.
Bilingual Skills in Spanish
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
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$30k-35k yearly est. 7d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Personal banker job in Houston, TX
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$81k-145k yearly est. Easy Apply 60d+ ago
Investment & Corporate Banking - Energy - Oil & Gas and Energy Infrastructure, Experienced Investment Banking Analyst (Houston, TX)
Mizuho Financial Group
Personal banker job in Houston, TX
Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada.
Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.
About the Role:
The Energy Group is seeking a Houston-based, qualified, motivated investment banking Analyst. Prior investment banking or similar professional experience within the upstream, midstream, downstream and/or energy infrastructure industry is required; some technical upstream or midstream and LNG experience is preferred.
As a cross-product industry team, Analysts in the Oil & Gas and Energy Infrastructure Group work on a variety of transactions, including M&A, A&D, corporate valuation, board advisory and capital raises. Analysts typically function as members of deal teams comprising a Managing Director, Director - Vice President, Associate, and Financial Analyst, plus technical professionals.
Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:
* Conduct extensive quantitative economic, industry and company research and analysis
* Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
* Evaluate risk/return parameters of financing transactions
* Financial modeling, valuation, comparable & relative value analyses and market-specific analysis
* Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities
* Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources
* Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution
* Assist in the development and continued cultivation of client relationships
Qualifications:
* Bachelors degree in Finance, Accounting or Economics
* At least one year of prior investment banking or similar professional experience focused on the oil and gas industry is required; some upstream technical experience is preferred
* Knowledge of corporate finance, securities, financial markets and risk & pricing analysis
* Must have experience in the general Energy sector
* Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
* Ability to manage multiple projects simultaneously
* Ability to work under pressure and adhere to tight deadlines
* Strong written and oral communication skills and ability to convey ideas
* Creativity and intellectual curiosity
* Ability to work independently and must be able to work effectively in a team environment
* Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office
* Series 79 & 63
The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
#LI-onsite
Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
$110k-130k yearly Auto-Apply 60d+ ago
Universal Banker I
First Federal Bank of Louisiana 3.7
Personal banker job in Lake Charles, LA
First Federal Bank of Louisiana is currently seeking a Universal Banker I at our Nelson Branch, located in Lake Charles, LA.
About Us
First Federal Bank of Louisiana is a full-service, locally owned community bank that has helped build the communities we serve for over 75 years. With over one billion dollars in assets and 16 offices currently serving multiple parishes across Southwest and Central Louisiana, we are proud to offer our customers comprehensive retail and commercial products as well as investment services to meet all of their financial needs. Empowering people and places to realize and attain their dreams is what our community-first banking is all about, and that's what our team strives to do in the communities we serve each and every day. Visit ************** to learn more. Member FDIC, Equal Housing Lender.
Position Summary
Serves new and existing customers, both consumer and commercial, with the highest level of courtesy and professionalism. Identifies financial needs of customers and performs paying and receiving bank transactions to individual customers and commercial clients, as well as provides support to branch staff. Demonstrates a high level of efficiency by routinely performing a combination of all teller and basic account maintenance duties. Adheres to the Bank's Customer Service Standards at all times.
Essential Duties & Responsibilities include, but are not limited to, the following:
Greets customers immediately, in-person and by telephone, and ascertains nature of business; gives information to callers or routes call accordingly
Receives checking and savings deposits; verifies cash and endorsements, receives proper identification for cash back; and issues receipts of deposits
Examines checks deposited and determines proper funds availability based on regulation requirements and completes hold notices
Processes savings withdrawals; cashes checks; redeems U.S. Savings Bonds; processes cash advances; verifies endorsement, receives proper identification and ensures validity
Identifies counterfeit currency; identifies fraudulent checks; checks for proper endorsements
Answers customer account inquiries regarding interest rates, service charges and account history while complying with disclosure requirements and consumer privacy policies
Identifies customer's financial needs; cross-sells bank products and services; refers customers to FFBLA specialists who provide specific products or services, including insurance and investment representatives
Sells and prepares official bank checks; orders check for customers; sells visa gift cards
Issues Debit and ATM cards; performs Debit and ATM card maintenance
Accepts loan payments and collection items; verifies payment amount and issues receipts
Assists in opening night depository and works customer's night deposit bags
Balances cash drawer daily, including periodic trail balancing and batching of checks; secures cash drawer and maintains daily cash limits; buys and sells currency from the vault
Maintains appropriate currency logs, official check logs, visa gift card and ATM logs
Performs basic account maintenance functions; completes e-call tickets on debit cards/credit cards for travel exceptions
Follows all teller and new account policies and procedures, as well as opening and closing and branch security policies and procedures
Provides access to safe deposit boxes; closes safe deposits boxes, as needed
Counts and rolls loose coins; prepares change orders
Types and mails routine correspondence and affidavits; makes copies and scans
Complies with specific job related BSA policies and procedures
Compliance training is assigned to all Bank personnel based on their position with the Bank. Employees are required to complete all assigned training timely and in accordance with Bank policy.
Minimum Qualifications
High school diploma or general education degree (GED)
Minimum of six (6) months cash handling and related customer service experience required
Previous bank teller experience preferred
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are a basic summary of the knowledge, skill, and/or ability required. The full is attached as a pdf to this job posting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other Duties & Responsibilities
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity Employer
The employment policy of First Federal Bank and its subsidiaries is to provide an equal employment opportunity for all employees and job applicants without regard to race, color, religion, sex, national origin, age, individuals with disabilities, protected veteran status, sexual orientation, gender identity, genetic information, or any other legally protected characteristics or activities in accordance with applicable laws.
$31k-37k yearly est. Auto-Apply 38d ago
Utility Universal Banker, Part-time
B1Bank
Personal banker job in Sulphur, LA
This position is part-time. Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives. The position includes working at multiple locations as needed.
Specific Job Duties
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the banking center.
Responsible for a broad range of basic to moderate activities in the banking center including:
transaction processing
new account sales
customer servicing
referral generation.
Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products in order to expand and maintain existing relations while processing transactions.
Assists the banking center management with day-to-day transactions, including but not limited to:
approving transactions
preparing reports
researching and resolving issues as well as responding to all customer inquiries
Complies with Bank policy and follows procedures to include state and federal banking regulations.
Maintains knowledge of all internal security policies and procedures.
Maintains client confidentiality and ensures top level client service in handling all transactions professionally.
Job Requirements
High School Diploma or GED
Years of functional/professional experience: Must have a minimum of two years of prior personal banking or teller experience with major emphasis on customer service.
Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists in other departments
Excellent customer service skills that include above average verbal and written communication
Relationship building, collaboration and teamwork
Problem solving skills
Teller and systems training and new account opening
Equal Opportunity Employer/Veterans/Disabled
$32k-45k yearly est. Auto-Apply 60d+ ago
Relationship Banker - Prien - Lake Charles, LA
JPMC
Personal banker job in Lake Charles, LA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$29k-39k yearly est. Auto-Apply 6d ago
Teller Retail Banker
Woodforest National Bank 3.6
Personal banker job in Lake Charles, LA
Strong Culture built on our Core Values: Integrity, Ownership, Service and Community. It's not just talk. We walk the walk, from the CEO to front-line employees.
Be an Owner and take control of your future with our Employee Stock Ownership Plan (ESOP), where your hard work translates into real ownership and an opportunity to share in the growth of Woodforest.
401(k) Company Match
Woodforest adds 50₵ for each $1 you save (up to 6% eligible pay), which is used to purchase Woodforest stock each month.
Opportunities for Long-Term Growth
Take advantage of growth opportunities and professional development to advance in your career.
Banking Products & Services providing convenience, financial savings, and enhanced support to help you achieve your financial goals.
Competitive Base Pay and regular compensation reviews to ensure you continue to earn competitive pay.
Medical Coverage from the first day of the month following your date of hire at an affordable cost!
Long-Term Disability & Life, AD&D Insurance 100% paid for by Woodforest plus other benefits that will help ensure you and your family are confident and well-prepared for whatever comes your way.
Well-being Program (Employee Assistance Program) that helps you take care of your physical, mental, and financial health.
Resource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education.
This information highlights our rewards and benefits but is not a complete description of our total rewards program. Woodforest reserves the right to modify, amend, suspend, or terminate any reward or benefit at any time for any reason. If there is a conflict between the information and the actual plan documents or policies, the documents or policies will always govern. The information should in no way be construed as a promise or guarantee of employment.
Take the next step toward your new career today!
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include:
Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers.
Processing transactions, opening accounts, and performing account maintenance.
Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines.
Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.
Minimum Qualifications/Experience:
· 3 years of relevant and transferrable sales and/or customer service experience;
OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience;
OR a Bachelor's degree.
· Previous instore banking experience is preferred, but not required.
· Must be positive and engaging.
Formal Education & Certification:
· High School Diploma or equivalent required.
Work Status:
· Full-time.
Supervisory Responsibility:
· No.
Travel:
· Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location.
Working Conditions:
· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
$30k-39k yearly est. Auto-Apply 22d ago
Universal Banker
Red River Bank 3.1
Personal banker job in Sulphur, LA
Summary Provides personalized banking services to financial institution customers by performing the duties of a Teller and PersonalBanker.
Essential Duties and Responsibilities Include the following. Other duties may be assigned. Platform: Evaluates needs of potential customers and offers appropriate financial products and services. Prepares and compiles new customer application and information to open new account. Ensures completeness of all account documentation on new account set-up. Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business. Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity. Responds to customer inquiries and requests regarding account. Coordinates and assists back office personnel in resolving credit problems, delinquent payment issues, and other related affairs. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. Assists in any other activity needed so that the branch meets customer needs efficiently. Generates new business to assist in meeting establishment profitability goals. Teller: Perform paying and receiving transactions satisfactory and efficiently. Meet teller balancing standards monthly as stated in the Teller Over & Short Policy. Deliver excellent service to all customers. Perform additional duties within the banking center as needed to help fellow co-workers. Received checks and cash for deposit, verifies amount, and examines checks for endorsements. Cashes checks and pays out money after verification of signatures and customer balances. Enters customers' transactions into the computer to record transactions, and issues computer generated receipts. Places holds on accounts for uncollected funds. Explains, promotes, or sells products or services. Removes deposits from, and counts and balances cash in, automated teller machines and night depository. Complies with all applicable banking regulations, including Bank Secrecy Act. Follows Red River Bank policies and procedures. Attends or completes all required training.
Competencies To perform the job successfully, an individual should demonstrate the following competencies: Demonstrates attention to detail. Delivers excellent customer service. Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully. Strives to continuously build knowledge and skills. Manages difficult or emotional customer situations; Responds promptly to customer needs. Maintain confidentiality. Speaks clearly and persuasively in positive or negative situations. Exhibits sound and accurate judgment; Makes timely decisions. Prioritizes and plans work activities; Uses time efficiently. Demonstrates accuracy and thoroughness. Observes safety and security procedures.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience High school diploma or general education degree (GED); and a minimum of five years banking experience and/or training; or equivalent combination of educations and experience.
Computer Skills To perform this job successfully, an individual should have excellent computer skills.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to stand, walk, sit and stoop, kneel or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
$31k-39k yearly est. Auto-Apply 20d ago
Financial Associate
West Calcasieu Cameron Hospital 4.0
Personal banker job in Sulphur, LA
General Function The Financial Associate acts as a financial liaison between patients, patients' relatives, and West Calcasieu Cameron Hospital. Responsibilities include explaining financial policies and procedures, collecting money, and advising patients' of insurance requirements. The Financial Associate acts in a professional courteous manner using reasoning skills to make sensible financial decisions.
Educational Requirements: High School Graduate
Experience Requirements
Job experience in office setting 1-2 years
Customer related experience
Prefer previous collections experience
Knowledge of Admissions processes helpful
Special Requirements
Exhibits the ability to provide service to difficult patients in a professional and courteous manner.
Very flexible
Able to use common sense and make sound judgments.
Computer experience and typing 40wpm
$43k-66k yearly est. 60d+ ago
PT Universal Banker I Lake Arthur
JD Bank 4.7
Personal banker job in Lake Arthur, LA
A Universal Banker performs a variety of duties to provide existing and potential customers with efficient may be required to perform Customer Service Representative, Teller, and Loan Associate duties. More than one duty is required to be classified as a
Universal Banker.
Responsibilities:
Must have and retain extensive knowledge of bank products and services in order to serve the customer effectively.
Perform basic teller, vault, collection, new accounts, and back up loan related duties.
Maintain a high level of company and customer confidentiality.
Pays and receives and maintains a teller drawer.
Maintains records for vault.
Inputs currency orders and shipments.
Completes laser pro worksheets as requested by loan officers.
Assists in safe deposit box customer entry.
Note: Universal Banker I spends 75% of time working the teller line and 25% working on platform/new accounts.
Other Duties and Responsibilities:
1. Adherence to and support of all compliance and BSA/AML rules and regulations related to this job function.
2. Performs other duties that may be assigned by Management.
Education and Experience:
High school diploma or general education degree (GED)
One year of teller experience in a financial institution with additional training in a business-related area.
Preferred Skills:
Business degree from a technical school and/or college preferred.
General knowledge in Microsoft programs Excel, Word and Outlook.
Proficient at operating a computer, typing/word processing, ten key number pad, printer, fax
machine, and copier.
May require successful registration with, and issuance of a unique identification number from, the
Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair
Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).
The interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor through the day.
Must possess superior organizational skills, communication skills and capable of making good
judgments.
Must have a professional appearance and manner at all times.
Scheduling:
Work Schedule will vary depending upon location, but will consist of a 5-hour shift between the hours of 7:45 a.m. to 6:00 p.m., Monday through Friday. Schedule may require representing the company after hours at related functions, customer calls or training. Occasional overtime may be required. Regular attendance is required.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms; and talk and hear. The employee is occasionally required to climb or balance and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
$33k-42k yearly est. Auto-Apply 41d ago
Financial Representative Trainee (Sales) - Des Moines, IA
Mutual of Omaha Insurance Company 4.7
Personal banker job in Iowa, LA
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
* Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
* $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
* An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
* 401(k) plan with a 2% company contribution and 6% company match.
* Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
* Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
* You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
* You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
* You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
* You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
* You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
* Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
* Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
* Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
* Be highly self-motivated and results-oriented, working both independently and as part of a team.
* Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
* You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
* Knowledge of the Insurance/Financial Services industry, products and marketing practices.
* Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
$36k-75k yearly 44d ago
Personal Banker
First National Bank Texas 4.5
Personal banker job in West Orange, 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.
* At least 18 years of age
* High school diploma, high school equivalency or currently attending high school
* 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
$30k-34k yearly est. 6d ago
Investment Banking Vice President, Energy - Houston
Moelis 4.9
Personal banker job in Houston, TX
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Energy group in Houston. Primary Responsibilities: * Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentation
* Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
* Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
* Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
* Works directly with Senior Vice Presidents and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Required Skills and Experience:
* Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
* Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
* Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
* Ability to effectively adapt to and address changing client and firm needs
Education:
* 5+ years of relevant work experience
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
$138k-242k yearly est. Auto-Apply 19d ago
Relationship Banker - Rio Grande Valley area - Spanish Required
Bank of America 4.7
Personal banker job in McAllen, TX
Pharr, Texas;San Juan, Texas; McAllen, 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:**
+ **BILINGUAL - SPANISH**
+ 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:**
- 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.
$30k-36k yearly est. 3d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Personal banker job in Dallas, TX
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$80k-143k yearly est. Easy Apply 60d+ ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Personal banker job in Dallas, TX
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 55d ago
Teller Retail Banker
Woodforest National Bank 3.6
Personal banker job in Lake Charles, LA
Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part ofone of the largest employee-owned banks in the country!
Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include:
* Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers.
* Processing transactions, opening accounts, and performing account maintenance.
* Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines.
* Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.
Minimum Qualifications/Experience:
· 3 years of relevant and transferrable sales and/or customer service experience;
OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience;
OR a Bachelor's degree.
· Previous instore banking experience is preferred, but not required.
· Must be positive and engaging.
Formal Education & Certification:
· High School Diploma or equivalent required.
Work Status:
· Full-time.
Supervisory Responsibility:
· No.
Travel:
· Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location.
Working Conditions:
· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
**Job:** **Branch Banking*
**Organization:** **Louisiana*
**Title:** *Teller Retail Banker*
**Location:** *Louisiana-Lake Charles*
**Requisition ID:** *071219*
$30k-39k yearly est. 22d ago
Universal Banker
Red River Bancshares, Inc. 3.1
Personal banker job in Sulphur, LA
Provides personalized banking services to financial institution customers by performing the duties of a Teller and PersonalBanker. Essential Duties and Responsibilities Include the following. Other duties may be assigned. Platform: Evaluates needs of potential customers and offers appropriate financial products and services.
Prepares and compiles new customer application and information to open new account. Ensures completeness of all account documentation on new account set-up. Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business. Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity. Responds to customer inquiries and requests regarding account. Coordinates and assists back office personnel in resolving credit problems, delinquent payment issues, and other related affairs. Promotes and cross-sells other establishment products and services as appropriate to customer requirements.
Assists in any other activity needed so that the branch meets customer needs efficiently. Generates new business to assist in meeting establishment profitability goals.
Teller:
Perform paying and receiving transactions satisfactory and efficiently.
Meet teller balancing standards monthly as stated in the Teller Over & Short Policy.
Deliver excellent service to all customers.
Perform additional duties within the banking center as needed to help fellow co-workers.
Received checks and cash for deposit, verifies amount, and examines checks for endorsements.
Cashes checks and pays out money after verification of signatures and customer balances.
Enters customers' transactions into the computer to record transactions, and issues computer generated receipts.
Places holds on accounts for uncollected funds.
Explains, promotes, or sells products or services.
Removes deposits from, and counts and balances cash in, automated teller machines and night depository.
Complies with all applicable banking regulations, including Bank Secrecy Act. Follows Red River Bank policies and procedures. Attends or completes all required training.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Demonstrates attention to detail. Delivers excellent customer service.
Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully.
Strives to continuously build knowledge and skills.
Manages difficult or emotional customer situations; Responds promptly to customer needs.
Maintain confidentiality.
Speaks clearly and persuasively in positive or negative situations.
Exhibits sound and accurate judgment; Makes timely decisions.
Prioritizes and plans work activities; Uses time efficiently.
Demonstrates accuracy and thoroughness.
Observes safety and security procedures.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED); and a minimum of five years banking experience and/or training; or equivalent combination of educations and experience.
Computer Skills
To perform this job successfully, an individual should have excellent computer skills.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to stand, walk, sit and stoop, kneel or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
$31k-39k yearly est. 11d ago
Relationship Banker - Houston West Sugarland area
Bank of America 4.7
Personal banker job in Rosenberg, TX
Sugar Land, Texas;Rosenberg, Texas; Sugar Land, Texas; Missouri City, 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 / MANDARIN 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.
How much does a personal banker earn in Lake Charles, LA?
The average personal banker in Lake Charles, LA earns between $26,000 and $44,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Lake Charles, LA