Personal Banker Jobs in Leesburg, VA

Connie Snook Insurance and Financial Services Inc., honored as a top agent in Frederick Magazine for 2024 and known for its strong reputation, is seeking a driven Financial Services Representative - State Farm Agent Team Member with expertise in financial products and services. If you thrive on working with clients but feel trapped in the grind of endless cold calling and the uncertainty of a commission-only role, we want to hear from you! Location: Frederick, MD In Office: Qualified candidates (in or near hub locations listed) should plan to spend time working in the office with clients as part of our work environment. Job Description As a Financial Services Representative - State Farm Agent Team Member, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Your responsibilities will include: Provide holistic financial guidance by delivering comprehensive financial planning and advice to State Farm customer households, addressing their unique needs and goals. Collaborate and mentor with a career agent to create and execute business plans, ensuring alignment with client service models and fostering professional development. Enhance client relationships by proactively communicating with clients, resolving inquiries, providing guidance, and ensuring all documentation and key information is accurate and up-to-date. Uphold integrity and compliance by demonstrating expertise in financial markets, educating clients on tools and technology for managing investments, and ensuring adherence to Michaels Insurance and Financial Services Inc. policies and industry regulations. Qualifications Minimum of 2 years of experience as a financial services representative or in a similar financial services role. Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members. Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals. Eagerness to learn and grow with the financial services industry. Requirements Bachelor's degree preferred. Life and Health License highly preferred. Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, 65 and/or ChFC Licenses preferred. Perks for Financial Services Representative - State Farm Agent Team Member The first year's compensation is expected to range between $60,000-$140,000 (including commission and production bonuses) with upward earning potential over time. Comprehensive benefits package, including 401(k) match, medical, dental, vision, Life Insurance and Accrued Paid Time Off (PTO). Volunteer events within the community and engage in a learning and fun culture. Access to a large book of customer households and top-tier training with mentorship from a successful career agent. A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace. *This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. An equal opportunity employer We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications. We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business. In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information. All employees must respect the individuality and dignity of one another and the customers we serve. We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

Description: Signal Fund Services is looking for a highly motivated, entrepreneurial, detail-oriented finance associate to join its founding team. The ideal candidate will have a strong background in accounting, finance, and venture capital is a plus. To set expectations, this role will feel like joining a startup. You will be expected to learn new systems quickly, cover areas outside of your core competencies, and meet demanding expectations for quality and attention to detail. If you've read this far, please send an InMail message to Gillian, the hiring manager. Company Overview: Signal Fund Services, also known as Signal, offers institutional CFO services on a full-time and fractional basis to emerging managers building institutional investment firms in the alternatives market, with a specific focus on venture capital. More than accounting and administration, we are helping Venture Funds find the signals in their data and make better decisions. Ideal Candidates Will Have: Bachelor's degree in Finance, Accounting, or related field 2-3 years of relevant experience Desire to work in an entrepreneurial small business setting Characteristics and Expectations: Entrepreneurial mindset and dedicated self-learner Proficiency in commonly used cloud-based finance tools Analytical skills and finance expertise Interest, or knowledge, in venture capital Extremely detail-oriented Responsibilities: Own your portion of client deliverables, which means mastery of both MS Office and Google Suite Quickly learn Tactyc.io within the first 30 days, then oversee client model maintenance Manage proprietary Excel-based products for clients Create simple financial models based on client financial statements What You Should Expect From Us: We will teach you and help you become an expert in venture capital finance and operations We will pay you competitively and offer you opportunities to share in the growth of the business We will push you for excellence, and you should expect servant leadership from us Direct exposure to the best emerging venture capital fund managers FAQs: This role is full-time, preferred in-person in Arlington, VA (Clarendon Metro). We can accommodate hybrid or remote schedules. We do not offer relocation at this time. We are not currently able to support visa applications A competitive salary will be offered commensurate with experience

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Financial Services Representative II Job Description: Summary: Financial Services Representative II serves as the bank's more experienced front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, backing up for the teller line, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Process consumer loan applications and closings and NMLS license for consumer real estate loans, in applicable markets. As back up for the teller line, be able to perform all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures. Serves as a team member to accomplish company objectives and lobby and personal goals. As the experienced banker, this individual would be expected to work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships. Provides customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow-up with clients to assure resolution. Actively participates in training programs to maintain and acquire additional job knowledge and skills. Complies with all department and company policies, procedures, audit guidelines, and regulations. Assists in opening and closing the branch, following procedures set by corporate security. Other duties as required. Qualifications: Excellent interpersonal, customer service, and sales skills. Present professional appearance and demeanor including excellent phone etiquette. Strong work ethic with the ability to think through and rationalize decisions. Team-oriented, possess a positive attitude and works well with others. Demonstrates diversity, flexibility, and commitment. Strong oral and written communication skills. Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained. Organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy. Must be able to handle multiple tasks and work independently. Familiar with a variety of account ownerships, both personal and business, to effectively assist customers' needs in opening accounts and obtaining required documentation. Familiar with consumer loan applications, products, and process if applicable. Must be willing to travel up to 10% of the time to assist coverage with other local branches. Supervisory Responsibilities: None Education and/or Experience: High School diploma or equivalent Associates degree in business related field or two years related experience Minimum of two years banking experience required Experience working in an environment with individual and team goals preferred Customer service experience required Computer and Software Skills: Skilled in operation of a personal computer, including Microsoft Word and Excel. Google Suite IBS Salesforce Certificates, Licenses and Registrations: Notary License as needed by the branch COMPENSATION Salary Range: $22.50 - $27.00 per hour. Amount is based on relevant experience, skills, and competencies. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at ********************* . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE . To learn more about the LA County Fair Chance Ordinance, click on this English or Spanish poster.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

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 ***************************

Role: Trader THE OPPORTUNITY MiQ has been part of the programmatic landscape since the beginning and that programmatic expertise is the backbone to MiQ's success. Our Programmatic expertise is driven by our trading team. We're looking for a trader to join our growing trading team in one of our fastest growing global regions. You'll have the opportunity to work collaboratively with sales, account management, product and analytics on some of the world's most known brands. Whether seated in the Dallas or Chicago office you will have the opportunity to support accounts based in Chicago, Denver, Dallas, and Kansas City as well as satellite markets. WHO YOU ARE YOUR PERSONALITY We love different personalities at MiQ and strive to build teams constructed with diverse backgrounds and inclusive points of view. That said, we firmly believe that our values bring us together and we look for people who align with our values below. * Passion - We love and live what we do. * Determination - We always find a way to 'figure it out'. * Unity - We hold each other accountable. We win and lose as a team. * Agility - We anticipate the unexpected, embrace and adapt to change. * Courage - We dare to think unconventionally. WHAT YOU'LL BE DOING * Delivery: Accomplishing tasks on time and to a high quality, managing different deadlines and priorities Managing a portfolio of clients and ensuring that all are performing & pacing optimally. Setup campaigns to succeed from day 1. Use critical thinking & analytical skills to analyze complex data sets to make decisions to beat client goals . Troubleshoot campaign challenges. Implementing campaign optimizations within the DSPs. Working across multiple technology platforms including DSPs, Internal BI, Ad servers & Attribution, Brand safety etc. Client Reporting & optimization commentary. Delivery & incremental forecasting. ● Project Management: Staying focused and contributing to projects. Organizing stakeholders and multiple milestones Provide avails, pricing, and strategy recommendations for new campaigns. Partnering with the other members of the trading team to enhance internal tools & processes. Feedback & test new Trading products to help drive future enhancements ● Internal Collaboration: Working with internal stakeholders, building relationships, and working across differences to find solutions Building great relationships with the sales & account management team on your commercial pod Working with other commercial teams to deliver custom client solutions ● Communication: Crisp and clear communication to external partners/clients or internal stakeholders; flexing communication style to persuade others and influence positive outcomes * Explaining strategy & optimizations to internal & external partners * Articulating to clients how MiQ's Trading technology & expertise sets us apart. * Participating in client meetings around performance and strategy * Working directly from client offices periodically (2-3 days per week) ● Innovation: Acting with curiosity. Finds new and better ways of working, then applies or implements solutions to unarticulated needs, new or existing market requirements. Open to receiving and trying new ideas, processes or ways of working. Trading innovation is the human intelligence behind our campaigns that help us to exceed performance goals. Using MiQ's proprietary technology to create bespoke campaign setups & custom algorithms YOUR QUALIFICATIONS Hard skills ● Analytical skills are essential ● Experience with large datasets in Excel and BI tools ● Experience with Xandr, DV360 or TTD DSPs preferred ● 1+ years' experience running programmatic campaigns preferred * Experience with holding companies or agency trading desks preferred Soft skills ● A start-up mind-set ● Attention to detail ● Accomplished communicator ● Ability to work both independently and collaborate within a team environment ● Great time management skills ● Motivated - You bring an entrepreneurial mindset to the table ● Determined - You always find a way to 'figure it out' ● A Problem Solver - You are excited by challenging problems and you enjoy working though complex solutions. ● Energetic - You enjoy building relationships and bring passion to whatever you do ● Always learning - You know what you know and what you don't, and are always looking to those around you to teach you something new. ● Alignment with MiQ's core values ● A can-do attitude, approaching your responsibilities with energy, drive and enthusiasm ● A dream to grow your career as the company scales WHO WE ARE We're MiQ, a programmatic media partner for marketers and agencies. We connect data from multiple sources to do interesting, exciting, business-problem-solving things for our clients. We're experts in data science, analytics and programmatic trading, and we're always ready to react and solve challenges quickly, to make sure our clients are always spending their media investments on the right things in the right places. Our business keeps growing and our company keeps getting better because we keep hiring smart new people. People who can challenge conventions and shake things up. People who want to connect with people all over the world to make great things happen. People who are as excited by the opportunities of programmatic marketing as us. If that sounds like you, we'd love to hear from you. WORKING AT MIQ OUR COMMITMENT TO INCLUSION AND DIVERSITY Inclusion and diversity are core values at MiQ. Ensuring that we have a workplace which is safe and comfortable for everyone and embraces different ideas, different positions, and different people from all backgrounds is critically important to us. We are looking for passionate and determined people to join our team. If you are open to sharing a bit more about yourself we greatly appreciate people taking the time to self-identify through the EEOC section of the application. This information ensures that we are able to capture an accurate picture of our candidate pool, helping us to design and drive recruitment strategies to help us build a diverse workforce. Completion of the form is voluntary. Whether you choose to complete it or not, your decision will not be considered in the hiring process or thereafter. Any information that you do provide will remain confidential. BENEFITS & PERKS - US MARKET * Health benefits - covering medical, dental, vision with HSA and FSA options * Company paid basic life and long-term disability plans * An Employee Assistance Program (EAP) * Paid maternity and paternity leave * A Nursing Mother's Program * Generous PTO policy in addition to paid holidays * Tax Free Benefits (Commuter/Health/Dependent Care) * Inter-office travel opportunities and a company-sponsored trip (ask us about this!) * Continuous education and training * An open office and casual work atmosphere Pay Transparency For individuals assigned and/or hired to work in Washington DC, MiQ is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to Washington DC and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At MiQ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current compensation range for this position is $80,000-$90,000. This range may vary for positions outside of Washington DC as it has not been adjusted for the applicable geographic differential associated with the location where the position may be filled and does not take into account our bonus and commission structures. Regardless of location, candidates can expect during the first few conversations with MiQ's Talent team and Hiring Managers to share any approved budget and details on our competitive bonus and commission packages. Please take a moment to view the MiQ I.D.E.A. Report to learn more about our approach to creating equitable compensation for our people. Apply Today Equal Opportunity Employer E-Verify Employer

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

WHO WE ARE City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA. ROLE SUMMARY Establishes, retains, and deepens relationships with new and existing clients promoting bank products/services. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems with the ability to open and process all new accounts. Proactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-selling goals. Imperative that they comply with policies, procedures, rules, and regulations, and completes training requirements as warranted for the position. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES * Consistently provides excellent client service when: accurately opening deposit accounts, servicing client needs, performing account maintenance, and establishing account-related services. * Receive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier's checks, etc.) to clients. Accurately balance teller cash drawer and transactions daily and maintain a high degree of accuracy with the processing of transactions. * Follow all policies and procedures as they pertain to the performance of the position (opening new accounts, assigning account numbers, security, BSA/AML, etc.). * Responsible for recognizing and referring sales opportunities. * Ensures proper completion of balancing of the ATM, Night Drop deposits, making change orders, etc. * Follows and remains current on all policies, procedures and applicable regulations that pertain to handling of client accounts, security, compliance, and internal control guidelines. * Records, files, prepares wire transfers, and sorts mail as needed. * Gather data and process various reports (i.e. Overdrafts/NSF, Returned Items, etc.). * Responsible for contributing to cross-selling of product sales and participates in outbound sales calling activities. * Assisting customers with online banking enrollment and troubleshooting login issues. * Explaining features like bill pay, mobile deposits, and account transfers. * Resolving technical issues related to online transactions. * Resetting and changing debit card PINs upon customer request. * Ordering replacement debit cards and activating new cards. * Investigating unauthorized debit card transactions and filing disputes. * Assist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures. * Assist Branch Manager with preparation of monthly audit package. * Assist with duties performed under dual control, client inquiries, account research, check orders, etc. May act as back-up to vault custodian as needed. * Intermediate knowledge and use of FIS Horizon, Microsoft Suite, and other banking systems. * Timely completion of required training. * Other duties assigned by Branch Manager. Requirements EDUCATION & EXPERIENCE Required Education/Experience: * High School Diploma or equivalent * 2 years of cash handling and customer service Preferred Education/Experience: * 1 or more years of Platform/Opening/Servicing/Closing Accounts in financial services or equivalent internal City First branch banking CERTIFICATIONS * None KNOWLEDGE, SKILLS, AND ABILITIES Required Knowledge & Skills: * Knowledge of Platform and Teller systems (FIS Horizon preferred) * Exhibits professionalism with internal and external customers * Knowledge of deposit products and services * Knowledge of banking regulations, policies, and procedures * Basic knowledge of MS Office products * Effective oral, written, and interpersonal communication skills. * Excellent organizational skills

Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Banks target market area. Rapid consolidation in the Banks target market has created an opportunity for a community-based commercial bank. At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community. A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Banks strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Banks primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers: Our unique approach to financial services and our can do attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs. Trustar Bank is currently seeking an experienced Universal Banker responsible for providing high quality customer service as a cross-trained new accounts representative. The Universal Banker is empowered to own the entire customer experience. The Universal Banker must follow all established policies and procedures of the bank. Summary of Job Duties: * While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch. * Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures. * Ask open ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services. * Professionally provide timely and accurate responses to client inquiries. * Perform account opening and servicing with confidence and precision. * Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures. * Support the Branch in all sales, service and community related initiatives. * Candidate will assist with other duties as assigned. Requirements: High school diploma or its equivalent. At least one to two years banking experience in a teller or new accounts position is preferred. Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally. Skills/Knowledge: A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person. Working Conditions: Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours. Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.

Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Bank s target market area. Rapid consolidation in the Bank s target market has created an opportunity for a community-based commercial bank. At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community. A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Bank s strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Bank s primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers: Our unique approach to financial services and our can do attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs. Trustar Bank is currently seeking an experienced Universal Banker responsible for providing high quality customer service as a cross-trained new accounts representative. The Universal Banker is empowered to own the entire customer experience. The Universal Banker must follow all established policies and procedures of the bank. Summary of Job Duties: While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch. Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures. Ask open ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services. Professionally provide timely and accurate responses to client inquiries. Perform account opening and servicing with confidence and precision. Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures. Support the Branch in all sales, service and community related initiatives. Candidate will assist with other duties as assigned. Requirements: High school diploma or its equivalent. At least one to two years banking experience in a teller or new accounts position is preferred. Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally. Skills/Knowledge: A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person. Working Conditions: Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours. Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.

Do you enjoy interacting with people? Do you enjoy building lasting relationships all while gaining important life financial skills? Are you a multi-tasker that must have organization in your life? BCT is looking for a Universal Banker I that fits these characteristics. Description Reports To: Assistant Branch Manager FLSA Status: Non-Exempt Responsible for a broad range of teller transaction processing, referring bank products and services while providing friendly customer service and playing a vital role in delivering an exceptional customer experience. ESSENTIAL DUTIES AND RESPONSIBILITIES Customer Service * Ability to interact with the public and deal effectively with their questions or problems. * Familiar with the Bank's products and services. * Looks for opportunities to explain, promote, and refer products or services. * Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service. * Serves as a model of excellent customer service to other employees. * Identifies and refers retail products suitable to the customer's needs. * Handles customer complaints or questions and determines the best course of action to be taken to remedy the situation. * Ability to establish and maintain effective working relationships with co-workers, employees and officials in other departments Universal Banker I Functions * Receives and handles deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits. * Cashes checks and pays out money after verification of signatures and customer balances. Adheres at all times to policies and regulations set forth in the Teller Operational Policy & Procedures Manual. * Processes any or all of the following: Checks, deposits, loan payments, night drop bags, mail deposits, and savings bonds. Provides access to safety deposit boxes. * Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Accurately balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. * Removes deposits from, and counts and balances cash in, automated teller system and night drop bags. * Assist with daily ATM balancing duties. * Demonstrates responsibility and judgment according to check cashing procedures. * Order client checks through Harland Clarke * Issuance of cashier's checks and money orders. * Completes Currency Transaction Reports (CTRs) and obtains independent verification of report * May override excessive drawer cash in Vertex up to approved designated limit. * Open and maintenance all consumer types of checking and savings accounts. * Complete domestic wires forms accurately. Other duties may be assigned. Security * Maintains proper amount of currency and coin in drawer-per BCT approved teller currency limits. * Maintains neat and orderly work area and ensures that all negotiables and confidential records are properly secured. * Understands role in the event of a robbery, whether victim or bystander, and knows proper post-robbery procedures. * Professional appearance that evokes the customer's trust. * Adheres to all bank policies and procedures and to internal controls and system access restrictions. Other duties may be assigned. CRITICAL SKILLS * Self-Development: Pursue additional education or training to remain current, improve knowledge, and diversify skills. The ability to be cross trained in other areas. * Customer Confidentiality: Never reveal or divulge customer information to anyone outside of the Bank. * Versatility: Ability to multi-task under pressure and fast paced environment. 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. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); 1-2 years of prior customer service experience; position demands a person with an outgoing, service-oriented personality. It also requires general knowledge of bank operations, excellent communication and customer service skills and basic to advanced computer skills. KNOWLEDGE, SKILLS, AND ABILITIES * Position demands a person with a pleasant personality with an above average knowledge of fundamental arithmetic. * Ability to adhere to BCT's Core Values: Integrity, Teamwork, Growth, Customer Commitment, Community Focus * Must have basic skills in operating a computer, printer, and copy machine. * Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. * Ability to operate standard office equipment, including coin sorter and currency counter. * Ability to speak in a clear and understandable manner and write legibly. * Ability to answer telephones and greet public in a friendly and courteous manner. * Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. * Ability to deal with problems involving several concrete variables in standardized situations. SMOKE-FREE WORKPLACE BCT is a 100% smoke-free company. 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; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds. This job description is not designed to cover or contain a comprehensive listing of all duties/responsibilities that are required of position. Duties/responsibilities may change or be assigned at any time with or without notice. BCT is an Equal Opportunity/Affirmative Action Employer BCT supports a workforce of diversity, equity, inclusion, and accessibility

Summary/Objective Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Universal Banker will rotate between the teller line and the customer service desk. * Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars. * Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc. * Open Consumer and Business Bank Accounts including loans and deposits. * Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance. * Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions. * Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals. * Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security. * Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality. Other Duties * Other duties as assigned. Education and Experience * High School Diploma or equivalent * 2-3 years teller and/or new accounts experience preferred. * Universal Banker must be comfortable and confident in a sales and service environment. * Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers. * Highly professional with good interpersonal and problem-solving skills. * Excellent computer, typing, and math skills required. * Highly organized and detail-oriented. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note 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.

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Financial Services Representative Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets. Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures. Serves as a team member to accomplish company objectives and lobby and personal goals. Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients. Actively participates in training programs to maintain and acquire additional job knowledge and skills Assists in opening and closing the branch, following procedures set by corporate security. Complies with all department and company policies, procedures, audit guidelines, and regulations. Perform other miscellaneous duties as assigned. Qualifications: Strong math and problem solving skills. Excellent interpersonal and customer service skills with the ability to cross-sale products and services. Must maintain confidentiality of client transactions and bank records. Team-oriented, possess a positive attitude and work well with others. Strong oral and written communication skills. Ability to operate standard office equipment, such as computer workstations, calculators, and copier. Ability to prioritize; handle multiple tasks; and work independently. Strong organizational skills and detail-oriented with a high degree of accuracy. Thorough knowledge of bank operations, products, and services offered at the bank. Knowledge of banking laws and regulations including the Bank Secrecy Act. Supervisory Responsibilities: None Education and/or Experience: High School diploma or equivalent Associates degree in business related field or two years related experience or a combination of education and experience Experience working in an environment with individual and team goals preferred Customer service experience required Computer and Software Skills: Skilled in operation of a personal computer, including Microsoft Word and Excel. Google Suite IBS Salesforce Certificates, Licenses, and Registrations: Notary License as needed by the branch Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at ********************* . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE .

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Washington,DC $25.00 - $30.29 / hour

Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Bank s target market area. Rapid consolidation in the Bank s target market has created an opportunity for a community-based commercial bank. At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community. A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Bank s strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Bank s primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers: Our unique approach to financial services and our can do attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs. Trustar Bank is currently seeking an experienced Universal Banker for our Great Falls Branch. The Universal Banker is responsible for providing high quality customer service as a cross-trained new accounts representative. The Universal Banker is empowered to own the entire customer experience. The Universal Banker must follow all established policies and procedures of the bank. Summary of Job Duties: While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch. Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures. Ask open ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services. Professionally provide timely and accurate responses to client inquiries. Perform account opening and servicing with confidence and precision. Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures. Support the Branch in all sales, service and community related initiatives. Candidate will assist with other duties as assigned. Requirements: High school diploma or its equivalent. At least one to two years banking experience in a teller or new accounts position is preferred. Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally. Skills/Knowledge: A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person. Working Conditions: Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours. Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.

Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Banks target market area. Rapid consolidation in the Banks target market has created an opportunity for a community-based commercial bank. At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community. A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Banks strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Banks primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers: Our unique approach to financial services and our can do attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs. Trustar Bank is currently seeking an experienced Universal Banker for our Great Falls Branch. The Universal Banker is responsible for providing high quality customer service as a cross-trained new accounts representative. The Universal Banker is empowered to own the entire customer experience. The Universal Banker must follow all established policies and procedures of the bank. Summary of Job Duties: * While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch. * Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures. * Ask open ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services. * Professionally provide timely and accurate responses to client inquiries. * Perform account opening and servicing with confidence and precision. * Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures. * Support the Branch in all sales, service and community related initiatives. * Candidate will assist with other duties as assigned. Requirements: High school diploma or its equivalent. At least one to two years banking experience in a teller or new accounts position is preferred. Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally. Skills/Knowledge: A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person. Working Conditions: Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours. Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.

WHO WE ARE City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA. ROLE SUMMARY Establishes, retains, and deepens relationships with new and existing clients promoting bank products/services. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems with the ability to open and process all new accounts. Proactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-selling goals. Imperative that they comply with policies, procedures, rules, and regulations, and completes training requirements as warranted for the position. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Consistently provides excellent client service when: accurately opening deposit accounts, servicing client needs, performing account maintenance, and establishing account-related services. Receive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier's checks, etc.) to clients. Accurately balance teller cash drawer and transactions daily and maintain a high degree of accuracy with the processing of transactions. Follow all policies and procedures as they pertain to the performance of the position (opening new accounts, assigning account numbers, security, BSA/AML, etc.). Responsible for recognizing and referring sales opportunities. Ensures proper completion of balancing of the ATM, Night Drop deposits, making change orders, etc. Follows and remains current on all policies, procedures and applicable regulations that pertain to handling of client accounts, security, compliance, and internal control guidelines. Records, files, prepares wire transfers, and sorts mail as needed. Gather data and process various reports (i.e. Overdrafts/NSF, Returned Items, etc.). Responsible for contributing to cross-selling of product sales and participates in outbound sales calling activities. Assisting customers with online banking enrollment and troubleshooting login issues. Explaining features like bill pay, mobile deposits, and account transfers. Resolving technical issues related to online transactions. Resetting and changing debit card PINs upon customer request. Ordering replacement debit cards and activating new cards. Investigating unauthorized debit card transactions and filing disputes. Assist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures. Assist Branch Manager with preparation of monthly audit package. Assist with duties performed under dual control, client inquiries, account research, check orders, etc. May act as back-up to vault custodian as needed. Intermediate knowledge and use of FIS Horizon, Microsoft Suite, and other banking systems. Timely completion of required training. Other duties assigned by Branch Manager. Requirements EDUCATION & EXPERIENCE Required Education/Experience: High School Diploma or equivalent 2 years of cash handling and customer service Preferred Education/Experience: 1 or more years of Platform/Opening/Servicing/Closing Accounts in financial services or equivalent internal City First branch banking CERTIFICATIONS None KNOWLEDGE, SKILLS, AND ABILITIES Required Knowledge & Skills: Knowledge of Platform and Teller systems (FIS Horizon preferred) Exhibits professionalism with internal and external customers Knowledge of deposit products and services Knowledge of banking regulations, policies, and procedures Basic knowledge of MS Office products Effective oral, written, and interpersonal communication skills. Excellent organizational skills Salary Description $21/hr

Summary/Objective Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Universal Banker will rotate between the teller line and the customer service desk. Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars. Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc. Open Consumer and Business Bank Accounts including loans and deposits. Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance. Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions. Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals. Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security. Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality. Other Duties Other duties as assigned. Education and Experience High School Diploma or equivalent 2-3 years teller and/or new accounts experience preferred. Universal Banker must be comfortable and confident in a sales and service environment. Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers. Highly professional with good interpersonal and problem-solving skills. Excellent computer, typing, and math skills required. Highly organized and detail-oriented. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note 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.

Responsible for a broad range of teller transaction processing, referring bank products and services while providing friendly customer service and playing a vital role in delivering an exceptional customer experience. Description Reports To: Assistant Branch Manager FLSA Status: Non-Exempt ESSENTIAL DUTIES AND RESPONSIBILITIES Customer Service * Ability to interact with the public and deal effectively with their questions or problems. * Familiar with the Bank's products and services. * Looks for opportunities to explain, promote, and refer products or services. * Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service. * Serves as a model of excellent customer service to other employees. * Identifies and refers retail products suitable to the customer's needs. * Handles customer complaints or questions and determines the best course of action to be taken to remedy the situation. * Ability to establish and maintain effective working relationships with co-workers, employees and officials in other departments Universal Banker I Functions * Receives and handles deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits. * Cashes checks and pays out money after verification of signatures and customer balances. Adheres at all times to policies and regulations set forth in the Teller Operational Policy & Procedures Manual. * Processes any or all of the following: Checks, deposits, loan payments, night drop bags, mail deposits, and savings bonds. Provides access to safety deposit boxes. * Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Accurately balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. * Removes deposits from, and counts and balances cash in, automated teller system and night drop bags. * Assist with daily ATM balancing duties. * Demonstrates responsibility and judgment according to check cashing procedures. * Order client checks through Harland Clarke * Issuance of cashier's checks and money orders. * Completes Currency Transaction Reports (CTRs) and obtains independent verification of report * May override excessive drawer cash in Vertex up to approved designated limit. * Open and maintenance all consumer types of checking and savings accounts. * Complete domestic wires forms accurately. Other duties may be assigned. Security * Maintains proper amount of currency and coin in drawer-per BCT approved teller currency limits. * Maintains neat and orderly work area and ensures that all negotiables and confidential records are properly secured. * Understands role in the event of a robbery, whether victim or bystander, and knows proper post-robbery procedures. * Professional appearance that evokes the customer's trust. * Adheres to all bank policies and procedures and to internal controls and system access restrictions. Other duties may be assigned. CRITICAL SKILLS * Self-Development: Pursue additional education or training to remain current, improve knowledge, and diversify skills. The ability to be cross trained in other areas. * Customer Confidentiality: Never reveal or divulge customer information to anyone outside of the Bank. * Versatility: Ability to multi-task under pressure and fast paced environment. 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. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); 1-2 years of prior customer service experience; position demands a person with an outgoing, service-oriented personality. It also requires general knowledge of bank operations, excellent communication and customer service skills and basic to advanced computer skills. KNOWLEDGE, SKILLS, AND ABILITIES * Position demands a person with a pleasant personality with an above average knowledge of fundamental arithmetic. * Ability to adhere to BCT's Core Values: Integrity, Teamwork, Growth, Customer Commitment, Community Focus * Must have basic skills in operating a computer, printer, and copy machine. * Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. * Ability to operate standard office equipment, including coin sorter and currency counter. * Ability to speak in a clear and understandable manner and write legibly. * Ability to answer telephones and greet public in a friendly and courteous manner. * Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. * Ability to deal with problems involving several concrete variables in standardized situations. SMOKE-FREE WORKPLACE BCT is a 100% smoke-free company. 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; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds. This job description is not designed to cover or contain a comprehensive listing of all duties/responsibilities that are required of position. Duties/responsibilities may change or be assigned at any time with or without notice. BCT is an Equal Opportunity/Affirmative Action Employer BCT supports a workforce of diversity, equity, inclusion, and accessibility