The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$34k-50k yearly est. 3d ago
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Banker
Quality Talent Group
Personal banker job in Lincoln, NE
Job Description
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$31k-53k yearly est. 10d ago
Personal Banker
Mutual 1St. Federal Credit Union 3.3
Personal banker job in Omaha, NE
FT PersonalBanker; 144th & F Street Monday Friday 8:45am 5:15pm; rotating Saturday 8:45am 12:15pm If you are passionate about serving your community and believe excellent customer service is the backbone of an organization, keep reading to learn more about our PersonalBanker position. We serve over 11,000 members in the Omaha Metro area.
Is this you?
* Driven by accomplishing goals.
* Takes an educational & relationship building approach to sales making sure to understand our members needs and recommend the best products to assist them. Ensures our members leave feeling taken care of and having their problem solved.
* Comfortable processing a variety of financial transactions and working in multiple systems, sometimes at the same time.
* Have a keen eye for detail and accuracy to ensure internal audit and procedures are followed.
* Comfortable networking and building relationships to develop loyal members of the Credit Union and form strong business partnerships in our communities.
* A go-getter that isnt afraid to find sales and close the deal.
* Has a strong background in Consumer & Real Estate Lending (HELOC's & Home Equity Loans).
* NMLS required.
This role is a base salary plus commission sales position.
In business since 1949, Mutual 1st Federal Credit Union is a not-for-profit, member-owned credit union. That means we are focused on our members. We pass along savings by paying higher dividend rates on checking and savings accounts, charging lower fees (or no fees) and provide lower interest rates for loans than banks.
We are local, friendly, and genuinely care about the community. Our unique culture and service philosophy is based on our core values: Respect, Integrity, Passion, Service, Community, and Learning. Our goal is simple: To improve the financial well-being of our members.
Mutual 1st Federal Credit Union an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
$40k-47k yearly est. 8d ago
Universal Banker - Lincoln 25-065
Cobalt Credit Union
Personal banker job in Lincoln, NE
Universal Banker Cobalt Credit Union - Lincoln
2801 N 86th St.
Lincoln, NE 68507 Branch Hours: Monday - Friday 9:00 am - 5:00 pm
As our Universal Banker, you will advise our members on how to achieve their financial goals. Every day you will answer member questions, recommend and open Credit Union products and services and make credit decisions on lending for your members. To thrive in this role you must be driven to meet established goals by building long term relationships with your members.
Education and/or Experience Requirements
High School diploma or GED required.
2 years of prior experience in a financial institution is required.
2 years of cash handling, sales and customer service experience is required.
Ability to interview members to determine financial service, lending, business needs.
Ability to perform in a fast paced, team-oriented environment with multiple interruptions.
Self-starter, motivated to be a part of the sales and services team; as well as being able to work independently.
Ability to handle problem solving, accuracy and attention to detail.
Strong motivation to provide quality customer service to members and the public.
Professionalism in attitude and member/team relations.
Cobalt Credit Union, based in Papillion, Nebraska, employs over 250 team members throughout our twenty locations. Cobalt Credit Union was established in 1946 to serve the military and we now offer our services to all community members within the counties that we serve. As a not-for-profit company, our mission is to be our members' trusted financial partner providing tailored solutions to support them throughout their life events. As an organization we believe in developing our employees through ongoing training and individualized coaching. We are a family oriented culture who cares about our employees and we pride ourselves on offering our employees growth opportunities within the organization.
You're the first person our members see when they need exceptional customer service and you create a lasting impression of the organization. You will represent the credit union as you communicate with our members, your teammates and the communities we serve. It's important that you use sound judgement when making decisions and you must lead by example when working with other employees.
Equal Opportunity Employer/Vet/Disabled
$26k-34k yearly est. Auto-Apply 18d ago
Teller/Personal Banker
Five Points Bank
Personal banker job in Lincoln, NE
Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations while providing excellent customer service.
Essential Functions:
Receives cash and checks for deposit, verifies amounts, and looks for check endorsements. Examines cash carefully to guard against acceptance of counterfeit bills.
Cashes check for customers after verifying identification and checking account balances in accordance with bank policy
Enters transactions into computer and issues customer receipts
Counts cash balance at beginning of shift and balances cash and checks against computer records at end of shift
Prepares cashier's checks, gift cards and debit cards as requested
Explains bank services and charges to customers
Observes suspicious behavior and report any such activity
Explains bank services and products
Scanning deposits and payment transactions
Assist with customer access with safe deposit boxes
Greet and refer customers to appropriate bank personnel to meet their financial needs
Backup to opening New Accounts
All other duties as assigned
Qualifications
Knowledge & Experience:
Excellent Customer Service skills
Management Skills - Ability to manage and motivate and constructively guide employees
Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Communication Skills - The ability to communicate effectively
Mathematics - using mathematics to solve problems to find over and shorts
Problem Solving Skills - The ability to find resolution to problems in an efficient, practical manner
Time Management - managing one's own time and the time of others within the group
Administrative skills - basic computer skills including 10 key experience
Education/Training:
High School Diploma (GED or High School Equivalence Certificate)
Teller Experience preferred
Status/Standard Schedule:
Hourly full time position with varying hours Monday through Friday 7:30 a.m. - 6:15 p.m. and Saturday rotation 8:00 a.m. - 12:00 p.m.
$32k-40k yearly est. 2d ago
Personal Banker 14th & P
W.F. Young 3.5
Personal banker job in Lincoln, NE
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate PersonalBanker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location:
210 N 14th St- Lincoln, NE
Posting End Date:
20 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$32k-37k yearly est. Auto-Apply 3d ago
Inside Junior Mortgage Banker
The Federal Savings Bank
Personal banker job in Lincoln, NE
Full-time Description
Unlock Your Future in the Mortgage Industry: Join Our Mortgage Banker Training Program!
Do you have at least two or more years of post-college sales experience and a drive to maximize your income? Are you ready to pivot into a rewarding career in the mortgage industry? If so, we have the perfect opportunity for you!
About the Program:
Our Mortgage Banker Training Program is a comprehensive, intensive four-month crash course designed to catapult ambitious individuals into successful careers as mortgage bankers. No prior experience in the mortgage industry? No problem! Our program will equip you with all the knowledge and skills you need to thrive.
What We Offer:
Hands-On Coaching: Learn from industry leaders with decades of experience.
Best-in-Class Training: Engage in practical, on-the-job training that immerses you in real-world scenarios.
Networking Opportunities: Connect with professionals and establish relationships that could span your entire career.
Performance Based Incentives: Earn as you learn! Dive into a career where your paycheck reflects your efforts.
What we are Looking for:
Sales experience and a consultative approach to every interaction.
Resilience to rejection and the determination to bounce back
Ability to adapt in a fast-paced and dynamic market
Key Responsibilities:
Master the fundamentals of mortgage banking and lending processes.
Cultivate and manage client relationships, guiding them through the mortgage process.
Develop comprehensive financial solutions tailored to your clients' needs.
Meet and exceed sales targets and performance metrics.
Requirements
At least two years of prior sales experience is a must.
Strong interpersonal and communication skills.
A tenacious attitude and a keen desire to secure a prosperous future.
Why Choose Us?
Career Growth: Fast-track your position in an industry that thrives on persistence and expertise.
Supportive Community: Be part of a team that values collaboration, hard work, and success.
Industry Recognition: Join a respected firm in the mortgage field, known for its innovation and client-focused services
This isn't just a job; it's the start of a lucrative, long-term career. If you're ready to leap into an industry with boundless potential, apply today! Transform your ambition into results - your future as a mortgage banker starts here.
How to Apply:
Please use the link to apply and include your resume and a brief cover letter explaining your interest and experience. We can't wait to see how you'll shape the future of mortgage banking with us!
The Federal Savings Bank is an
equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Salary Description $42,000 + bonus
$21k-32k yearly est. 13d ago
Personal Banker (Bilingual Preferred) - 175th & W. Center ($22 per Hour)
Firstnational 3.8
Personal banker job in Omaha, NE
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a PersonalBanker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.
About This Role:
About This Role (primary & additional responsibilities, day-to-day activities)
At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.
We're looking for someone who takes pride in helping people - no matter how big or small the task.
THE GREAT BIG SMALL BANK
FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity.
PRIMARY RESPONSIBILITIES
Make every customer feel welcome in your FNBO branch
Help customers with transactions like deposits and withdrawals
Gain an understanding of your customer's unique financial needs
Make personalized recommendations to support them
Help guide your customers toward greater financial well-being
Deepen your relationship with customers through outreach
Comply with all bank policies, regulations and laws
BENEFITS AND PERKS
All full-time and part-time employees are eligible for the following benefits:
Competitive pay and an incentive plan for helping clients
401(k) match
Paid time off and paid holidays
Medical/Dental/Vision/Life/Disability/Flex Plans
Employee Wellness Program
Career development training and coaching
Tuition Assistance Program
Employee banking benefits and other discounts
Culture of recognition and rewards from executive leadership/managers/peers/business partners
The Ideal Candidate for This Role:
The Ideal Candidate for This Role... (education, experience, desired skills, other requirements)
THE IDEAL CANDIDATE FOR THIS ROLE
Outgoing and enjoys engaging with people
Friendly with a positive attitude
A solution-oriented critical thinker
Excited to learn and take on new challenges
A team player
Motivated to do what's right
Collaborative and supportive
QUALIFICATION REQUIREMENTS
High School Diploma or GED
Bachelor's degree or equivalent work experience preferred
Retail banking experience preferred
Bilingual in Spanish preferred
Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation and Benefits Overview:
Starting pay for PersonalBanker positions is $22/hour.
Final compensation offer to candidate may vary from posted hiring range based upon significant lending experience, education, and/or skill level.
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20260059
Registration Requirement:
This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$22 hourly Auto-Apply 4d ago
Part Time (20 Hour) Associate Banker, N 27th & King Branch, Lincoln, NE
JPMC
Personal banker job in Lincoln, NE
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$25k-30k yearly est. Auto-Apply 60d+ ago
Universal Banker
Farmers & Merchants Bank 4.4
Personal banker job in Weeping Water, NE
Farmers & Merchants Bank is a family owned, chartered institution with office locations in 12 communities in Nebraska, and about 100 employees. We have everything the bigger banks have - the newest technology, a suite of diverse products and services, and knowledgeable bankers - but with a hometown feel that's open, friendly, and welcoming.
The following is an outline of duties for a Universal Banker
Essential Functions
Provide account services to customers by receiving deposits, loan payments, cashing checks, handling withdrawals, recording night and mail deposits, selling Cashier's Checks, Money Orders, Safe Deposit Boxes and account offerings. Generally meets the customers' needs and expectations with other account services that present themselves.
Accurately opens and closes accounts in accordance to operating controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer assets.
Demonstrates knowledge and understanding of the New Accounts process of Bank deposit and loan products including preparing new account paperwork, applications, and requesting the required identification.
Accurately process transactions in a timely and professional manner.
Tracks and Monitors final documentation by reviewing customer files for completeness and following up to ensure all proper documentation is present.
Complies with Bank operations and procedures by consulting with and working with the appropriate Bank Officers to ensure that all loans are documented completely and accurately and all filings are made timely.
Generally meets the customer's needs and expectations with other account services that present themselves.
Ensures accurate and timely processing of daily items and official Bank check processing.
Ensures accurate and timely processing of year end items and processing.
Maintains customer confidence and protect operations by keeping information confidential
Works well with others and contributes to team efforts.
Complies with Bank operations and procedures, including the Bank Secrecy Act.
Follows attendance policies in compliance with the Employee Handbook.
Completes all other duties or special projects as assigned.
Farmers & Merchants Bank offers competitive wages and benefits, including paid time off, a desirable daytime work schedule, and a comfortable and friendly work environment.
Farmers & Merchants Bank is an Equal Opportunity employer. We give consideration to all applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
$26k-30k yearly est. Auto-Apply 1d ago
Retail Relationship Banker
Bank of Montreal
Personal banker job in Omaha, NE
Application Deadline:
01/27/2026
Address:
13506 W. Maple Rd.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Passionate commitment to helping our customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$41,714.00 - $65,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-65k yearly Auto-Apply 11d ago
Life Services Financial Services Representative - Hunt Valley
Bank of America 4.7
Personal banker job in Lincoln, NE
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research.
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
Responsibilities:
• Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Focuses daily on service to sales with existing Merrill clients
• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
We'll help you
• Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
• Get training and one-on-one coaching from academy managers who are invested in your success
• Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
• Develop techniques to confidently engage with clients by telephone
• Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to
• Providing a world class client experience through point of call account servicing and resolution
• Working in a well-compensated, highly collaborative environment
• Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
Required Qualifications:
• Is client-focused with a passion for excellence and a positive team attitude
• Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
• Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Is an effective communicator with an aptitude for sales and relationship management
• Has strong computer skills
• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
• Is ambitious, disciplined, hardworking, resilient, and willing to learn
Additional Skills Used:
• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Prioritization
• Active Listening
• Decision Making
• Emotional Intelligence
• Result Orientation
• Written Communications
• Account Management
• Adaptability
• Client Experience Branding
• Coaching
• Referral Identification
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$24-26 hourly Auto-Apply 60d+ ago
Personal Banker 14th & P
Wells Fargo 4.6
Personal banker job in Lincoln, NE
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate PersonalBanker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Location:
* 210 N 14th St- Lincoln, NE
Posting End Date:
14 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$31k-37k yearly est. 11d ago
Universal Banker
Bankfmb
Personal banker job in Weeping Water, NE
Farmers & Merchants Bank is a family owned, chartered institution with office locations in 12 communities in Nebraska, and about 100 employees. We have everything the bigger banks have - the newest technology, a suite of diverse products and services, and knowledgeable bankers - but with a hometown feel that's open, friendly, and welcoming.
The following is an outline of duties for a Universal Banker
Essential Functions
Provide account services to customers by receiving deposits, loan payments, cashing checks, handling withdrawals, recording night and mail deposits, selling Cashier's Checks, Money Orders, Safe Deposit Boxes and account offerings. Generally meets the customers' needs and expectations with other account services that present themselves.
Accurately opens and closes accounts in accordance to operating controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer assets.
Demonstrates knowledge and understanding of the New Accounts process of Bank deposit and loan products including preparing new account paperwork, applications, and requesting the required identification.
Accurately process transactions in a timely and professional manner.
Tracks and Monitors final documentation by reviewing customer files for completeness and following up to ensure all proper documentation is present.
Complies with Bank operations and procedures by consulting with and working with the appropriate Bank Officers to ensure that all loans are documented completely and accurately and all filings are made timely.
Generally meets the customer's needs and expectations with other account services that present themselves.
Ensures accurate and timely processing of daily items and official Bank check processing.
Ensures accurate and timely processing of year end items and processing.
Maintains customer confidence and protect operations by keeping information confidential
Works well with others and contributes to team efforts.
Complies with Bank operations and procedures, including the Bank Secrecy Act.
Follows attendance policies in compliance with the Employee Handbook.
Completes all other duties or special projects as assigned.
Farmers & Merchants Bank offers competitive wages and benefits, including paid time off, a desirable daytime work schedule, and a comfortable and friendly work environment.
Farmers & Merchants Bank is an Equal Opportunity employer. We give consideration to all applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
$26k-34k yearly est. Auto-Apply 2d ago
Financial EMR Informaticist
Syracuse Area Health 4.5
Personal banker job in Syracuse, NE
This position ensures the accuracy, integrity, and efficiency of financial data within the electronic medical records (EMR) system. This role supports billing, coding, reimbursement, and compliance efforts by optimizing EMR workflows and collaborating across departments.
This position is benefited, full-time, 40 hours per week. Hours are Monday-Friday, 8:00am-4:30pm. No weekends, no holidays!
Qualifications
Associates degree (AA) or equivalent from two-year college or technical school; or six months to one-year related experience or training; or equivalent combination of education and experience, Bachelor's degree preferred
Healthcare experience and background required
Strong computer skills which support education and analytics (e.g. Excel, Word, PowerPoint, etc.)
Electronic Health Record and/or clinical professional experience highly desired
Experience and knowledge of electronic clinical quality measure data collection and submission requirements along with understanding, promoting interoperability requirements and payment models highly desired
Demonstrated experience in a software super user role, system coordinator, data analytics, project management, and/or process flow development preferred
Experience in a role with demonstrated system-related problem solving and critical thinking skills
Strong system navigation skills
Excellent customer service focused skills
Excellent verbal and written communication skills with ability to communicate effectively at all levels
Demonstrated initiative, self-starter with ability to handle multiple concurrent tasks
$27k-37k yearly est. 6d ago
Personal Banker I
Riverstone Bank 4.7
Personal banker job in Syracuse, NE
Riverstone Bank is seeking an individual for a full-time, PersonalBanker. This position is responsible for being a resourceful advocate to our customers, as well as projecting a positive image through exceptional customer service. We are seeking a friendly, outgoing individual that can effectively complete transactions and daily tasks in an engaging and positive manner.
Hours/Location:
7:45am 4:15pm Monday- Friday with a 30-minute lunch. This position is located at the Syracuse Branch:
920 12th Street
Syracuse, Nebraska
Job Responsibilities:
Service: Assist customers with account transactions by providing prompt, accurate service. These transactions may be in person, by telephone, or in writing.
Personal Commitment: Demonstrate commitment, dependability, and respect for the team with regular attendance, punctuality, and agreed-upon schedule of availability. Project a professional image in attire, manner, communication, and focus.
Daily Processing:
Responsible for daily transactions and handling cash.
Frequently balance a cash drawer and run transactions proof through branch capture.
Performs operational duties as required, which may include: vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports.
Create cashier's checks, money orders and loan disbursement checks.
Responsible for opening and closing individual and commercial deposit accounts. Must obtain appropriate BSA information and business documents for account opening.
Pick-up mail, sort and deliver Monday-Friday.
Responsible for opening and closing duties.
Prepares holds on deposits.
Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary.
Answer phone calls and transfer to appropriate departments.
Referrals: Possess a working knowledge of the banks products and services and provide customers with applicable information and guidance.
Maintain and Organize: Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products.
Training: Expected to attend and participate in ongoing training and Branch meetings.
Administrative: Participate in special projects facilitated by various departments. Maintain and stock the lobby, teller line and vault room.
8. Other duties as assigned.
Core Competencies/Qualifications
High School Diploma or equivalent
Ability to maintain a high level of confidentiality
Retail sales/service experience preferred
Cash handling experience preferred
Basic math skills and proficient computer skills
Proactive and responsive personality with a high level of accuracy, attention to detail and follow through.
Ability to communicate effectively and professionally at all levels of the organizations and community.
Possess a positive attitude with the ability to work independently and exercise good judgment.
Working Conditions/Physical Demands
The environment for this position is an office-type setting that is mostly clean and comfortable. Little discomfort caused by such factors as noise, heat or dust. This position spends time writing, typing, speaking, listening, lifting (up to 20lbs), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting, pulling, walking, standing, kneeling and reaching.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Further, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Education:
High school or equivalent (Preferred)
Benefits:
Pay commensurate with experience
401(k) Retirement Savings Plan
Dependent-Care Spending Account
Flexible Spending Account
Profit Sharing
Accidental Death and Dismemberment
Dental Insurance
Dependent Life Insurance
Life Insurance
Long-Term Disability
Medical Insurance
Supplemental Insurance
Vision Insurance
Bereavement Pay
On-the-Job Training
Paid Holidays
Paid Vacations
Paid Sick Leave
Anniversary Day Off
Wellness Program
AirMedCare Discount
$30k-35k yearly est. 18d ago
Relationship Banker - Nebraska Market - Papillion, NE
Jpmorganchase 4.8
Personal banker job in Papillion, NE
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: ****************************************************************
$31k-39k yearly est. Auto-Apply 24d ago
Financial Services Representative (Loan Officer)
Centris FCU
Personal banker job in Gretna, NE
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union!
Financial Services Representative (PersonalBanker)
Starting Pay Rate: $19.38 - $21 per hour + incentives.
This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
Build Relationships: Be a trusted financial partner to our members.
Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
Invest in Yourself: Centris offers tuition reimbursement!
Treat Yourself: Company-paid DoorDash membership.
Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
Detail-oriented individual with a positive attitude and a passion for helping others!
Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
$19.4-21 hourly 2d ago
Financial Services Representative (Loan Officer)
Centris Federal Credit Union 3.3
Personal banker job in Gretna, NE
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (PersonalBanker) Starting Pay Rate: $19.38 - $21 per hour + incentives. This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
* Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
* Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
* Build Relationships: Be a trusted financial partner to our members.
* Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
* Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
* Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
* Invest in Yourself: Centris offers tuition reimbursement!
* Treat Yourself: Company-paid DoorDash membership.
* Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
* Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
* Detail-oriented individual with a positive attitude and a passion for helping others!
* Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
$19.4-21 hourly 3d ago
Banker
Quality Talent Group
Personal banker job in Lincoln, NE
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
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How much does a personal banker earn in Lincoln, NE?
The average personal banker in Lincoln, NE earns between $29,000 and $45,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Lincoln, NE
$36,000
What are the biggest employers of Personal Bankers in Lincoln, NE?
The biggest employers of Personal Bankers in Lincoln, NE are: