Personal banker jobs in Missouri

- 631 jobs

Eastern Rail Trader
Louis Dreyfus Company 4.9
Personal banker job in Kansas City, MO
Louis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span the entire value chain from farm to fork, across a broad range of business lines, we leverage our global reach and extensive asset network to serve our customers and consumers around the world. Structured as a matrix organization of six geographical regions and ten platforms, Louis Dreyfus Company is active in over 100 countries and employs approximately 18,000 people globally. Job Description This position is responsible for the origination of and logistics coordination of rail grains and oilseeds into LDC's export terminals, river terminals and processing assets. Primary Responsibilities/Essential Functions * Gather news, statistics and information related to individual commodity supply and demand from customers and trade sources, and distribute that information to the remainder of the group to support overall strategic trading/positioning (i.e., contributes to research function). * Proposes and take new SE rail trade opportunities based on collected information. * Stay abreast of market developments, ensuring timely group updates & interpretation of market data * Use historical information to analyze pricing trends and project forward market pricing outlook * Engages in trade and balance sheet discussions around premium and flat price positions * Ensure positions are accurately reported and daily P&L's tie out * Works closely with Burns Harbor, Export Group, and ethanol group to define origination strategy & ensure regional alignment * Active participant in discussion around US corn premium positioning. * Manage the implementation & execution of the US corn premium/basis strategy with a focus on Southeast flows. * Receives rail applications from third parties and manages the trains timely billing to destinations. * Responsible for billing of all trains, internal or third party, or determining designated billing party if LDC does not bill the train. * Communicate with country rail terminals daily with goal of buying and increasing grain purchases. * Devise and execute origination strategies for commodities. * Works to achieve "last right of refusal" relationships with various Co-ops and commercials elevators * Compose regular market wires, position updates and strategy plans. * Build and strengthen long term relationships with customer base, attending industry sponsored events and customer visits. Additional Responsibilities * Ensure contracts are entered and fills/ settlements are completed timely. * Works with execution, and A/P group to ensure prompt payment of invoices. Assists in the resolution of execution questions. Qualifications Education: Basic qualifications: * Bachelor's Degree Preferred qualifications: * Degree in Agricultural Economics, Agriculture Business or related degree Experience The following are required: * 5+ years of experience in an agribusiness firm in a merchandising or trading capacity * Thorough understanding of grain markets, basis trading and rail logistics * Three or more years of direct position ownership & experience with logistics management Knowledge/Skills/Abilities (including any physical demands) Basic qualifications: * Demonstrated strong negotiating skills and commercial understanding combined with the right commercial attitude and results orientation * Capability to consolidate global and domestic market drivers into a point of view and executable trading strategy * Strong analytical skills and the ability to select relevant information from a flow of information (distinction between main and side issues) * Demonstrated ability to manage trading risks * Knowledge of demurrage/despatch concepts * Familiarity with current commodity transportation issues * Proficiency with MS Excel, database administration and online systems/websites * Knowledge of fundamentals of grain accounting, basis/flat price trading and futures markets * Knowledge/Ability to set up accruals for freight, costs, demurrage, etc. * Strong organization skills & the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines * Thorough knowledge of futures markets, hedging and arbitrage * Strong written and verbal communication skills * Must be a motivated self-starter Preferred qualifications: * Strong organizational skills, and the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines. * Experience utilizing and reviewing reports within Power BI. Additional Information Equipment Used * Typical office equipment: PC, workstations, telephone, and fax machine. Working Conditions * Typical climate-controlled office environment. Extensions of regular working hour are occasionally necessary to complete time-sensitive projects, attend training or to respond to emergencies which may include weekends. Employee Supervision * May lead or supervise a few junior merchandising staff members. Decision Making/Accountability * Prioritizes work schedule to meet deadlines and continuously adjusts priorities to resolve unexpected issues; processes a variety of information and data to devise and execute trading strategies; negotiates with trade counterparts to maximize corporate returns; advises and recommends trading strategies, assesses risk pertaining to buying and selling and negotiates contract terms with clients; consults with supervisor regarding unusual problems or occurrences. What We Offer We provide a dynamic and stimulating international environment, which will stretch and develop your abilities and channel your skills and expertise with outstanding career development opportunities in one of the largest and most solid private companies in the world. * Comprehensive benefits program including medical, dental and vision care coverage, flexible spending account plans, employee assistance program, life insurance and disability coverage * 401k with Company Match * Family Friendly Benefits including childbirth and parental leave, fertility and family building benefits * Paid Time Off (PTO) and Paid Holidays * Flexible work available (not applicable to all roles) Diversity & Inclusion LDC is driven by a set of shared values and high ethical standards, with diversity and inclusion being part of our DNA. LDC is an equal opportunity employer committed to providing a working environment that embraces and values diversity, equity and inclusion. LDC encourages diversity, supports local communities and environmental initiatives. We encourage people of all backgrounds to apply. Equal employment opportunity (EEO) Louis Dreyfus Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Sustainability Sustainable value is at the heart of our purpose as a company. We are passionate about creating fair and sustainable value, both for our business and for other value chain stakeholders: our people, our business partners, the communities we touch and the environment around us
$67k-118k yearly est. 9d ago
Day Ahead Energy Trader
Associated Electric Cooperative 4.3
Personal banker job in Springfield, MO
At Associated Electric Cooperative, we're committed to providing reliable energy to the communities we serve with passion and precision. We're a tight-knit team dedicated to keeping the lights on and the energy flowing smoothly across our expansive network! From technical to operational to professional disciplines, our team brings a wide variety of skills, talents, and expertise to the table. We believe in both dedicating ourselves to excellence and investing in your growth. Help drive energy reliability in tomorrow's market-today. As a Day Ahead Energy Trader at Associated Electric Cooperative, Inc., you'll play a critical role in optimizing our power and natural gas resources, ensuring reliability, and identifying value in a fast-moving energy landscape. If you're energized by high-stakes decisions, evolving gas markets, and collaborative strategy-this role is built for you. What you'll do: Manage Day Ahead load forecasting and generation schedules with a focus on securing fuel for a fleet of natural gas resources; includes trading and scheduling natural gas across multiple pipelines. Optimize natural gas and power purchases and sales across bilateral markets, exchanges, and RTO platforms-from next day through balance of the month. Execute gas trading strategies that align with operational dispatch and hedging goals. Collaborate with Marketing team members to support position management, dispatch strategy, and dynamic gas pipeline operations. Analyze market fundamentals to identify opportunities in both gas and power markets. Monitor and ensure compliance with all regulatory requirements including NERC, FERC, SERC, and natural gas pipeline tariffs. Present clear, data-driven trading strategies to internal stakeholders and leadership. What you'll need: A technical degree (engineering, economics, finance, etc.) or 5+ years of relevant experience in wholesale gas and/or power trading. Deep understanding of gas market mechanics-including supply and demand fundamentals, pipeline capacity, storage, and nomination cycles. Strong quantitative and analytical skills for evaluating complex market scenarios. Proven multitasking skills in a time-sensitive, detail-oriented environment. Excellent communication and interpersonal skills for interfacing with counterparties, schedulers, and internal teams. Proficiency in Microsoft Excel, Word, and PowerPoint; Power BI experience is a plus. Working knowledge of RTO operations, virtual transactions, ARRs/FTRs, and hedging strategies. What Associated provides: We are committed to rewarding talent with top pay. Your efforts will be recognized with a total compensation package that reflects your experience and contributions. Plan for your future with confidence! We offer a robust 401(k) program with a generous employer match to help you build the financial future you deserve. We know how important work-life integration is. Recharge with PTO and enjoy paid holidays, ensuring you have time to unwind and pursue your passions outside of work. Your health matters to us! Stay covered beginning on your first day of employment with our premier healthcare plan that includes medical, dental, and vision coverage for you and your family. At Associated Electric Cooperative, all of our 700+ employees across MO/AR/OK territory play a crucial role in powering our mission! Whether you're an experienced professional or just starting your career, you'll find endless opportunities for career development here. Join us in an environment where your contribution is valued, and your career can thrive as we work together to keep the lights on! Ready to Energize your career? Visit our website at ******************** to learn more about Associated and apply for a position. Equal Opportunity Statement: AECI is fully committed to the concept and practice of equal opportunity in all aspects of employment. Please reference the contact information below if you require assistance in filling out an application. Individuals with disabilities should request reasonable accommodations in accordance with the Americans with Disabilities Act prior to an appointment. An equal opportunity employer and provider/disability/veteran.
$87k-117k yearly est. Auto-Apply 60d+ ago
Universal Banker
Neighbors Credit Union 3.7
Personal banker job in Missouri
Requirements Qualifications Minimum of two years experience in service delivery, with preferred cash handling experience . Proven experience in technology usage. An avid user of financial institution's online tools for personal banking. Education Preferred College Degree, must have High School Diploma or equivalent Rewards Salary Range: $20.00 - $22.00 This position is full time and will be eligible for benefits, and an annual incentive plan. We have excellent opportunities for career advancement and professional development. Schedule Monday through Friday 8:30 AM - 5:30 PM with rotating half day Saturdays. Supplemental Pay? Yes Benefits (Starting the first of the month following your start date**) Medical Dental Vision Life Insurance Short Term and Long-Term Disability HRA and FSA 401(k) with matching contributions. Tuition Reimbursement Birthday Time Off Vacation Time Off Sick Time Off - Can be used for both employee and family. Paid Parental Leave (Up to 12 weeks) ** ** Does not start the first month following your start date. Must be here for a year before using this benefit. Salary Description $20.00 - $22.00
$20-22 hourly 30d ago
Universal Banker
Bank Star 4.1
Personal banker job in Missouri
Universal Banker Universal Banker Develops and maintains retail banking business of prospective and existing customers. In addition, provides a consistent and high quality service for all banking customers by providing a variety of service functions, including processing checking and savings deposits, withdrawals, opening new accounts and initiating installment loan applications. Essential Duties and Responsibilities: Provide teller support as follows: Cash checks and pay out money after verifying that signatures are correct, that written and numerical amount agree, and that accounts have sufficient funds. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips. Count and roll loose coins. Enter all transactions into computers in order to record transactions and issue computer-generated receipts. Balance cash drawers at the end of the shift. Identify and resolve transaction mistakes when debits and credits do not balance. Meet customer and security banking demands by issuing and controlling all negotiable items such as cashier's checks, money order, and etc. Balances ATM and answers costumer inquiries regarding service charges, account history, on-line banking, and mobile banking all in accordance with disclosure requirements, regulations, and consumer privacy policies. Provide platform support as follows: Initiate potential customer interaction to obtain information and explain available financial services, such as savings and checking accounts, IRA, CDs, and rent safe deposit boxes. Open accounts and explain financial services including installment loan products. Prepare and compile new customer application and information to open new accounts, IRAs, CDS and new installment loans. File IRAs closed IRAs and safe deposit box rental agreements, new and closed. Provide assistance to customers by completing forms, researching account problems, resolving complaints, and correcting records. Sign customers up for internet banking and coordinate debit card ordering. Perform, verify, and check maintenance on accounts. Explain product benefits, changes, restrictions, requirements, and any other relevant product information to customers. Provide a wide variety of customer service solutions including resolving complex transactions and sensitive customer relations issues. Cross-sell and make referrals to generate new business and deepen existing client relationships, participate in client calling activities during special deposit/loan campaigns. Take installment loan applications for personal/retail customer needs and “handing off' the processing of these applications to the appropriate associate. Participate in meetings to promote sales, product knowledge, and delivering “exceptional' customer service. Satisfactorily complete all required compliance training and comply with all regulations, policies and laws which apply and are within the scope of the position. Maintain confidentiality of customer account information. Interact and communicate with internal and external customer both in person and through in-bound and outbound phone calls. Confidently educate in person and phone-based customers on how to conduct simple banking transactions via self-service technologies (ATM, Online Banking, Mobile Banking, Debit Card usage, etc.) Learn and adapt to new information and technology platforms. Apply critical thinking and problem-solving skills to meet customer and co-worker needs. Provide support for all aspects of daily branch operations. Proactively assist retail team in achieving branch and bank goals. Work on special projects and other duties as required and assigned. Manage time efficiently. Qualifications and Educational Requirements: Requires an Associate Degree or three or more years of experience in similar position. Bachelor's degree is preferred. This position requires personal computer skills (Microsoft Office, inclusive of Word, Excel, and Outlook) and experience with database and calculators. Excellent spelling, grammar and interpersonal skills to be able to communicate in a courteous, professional, tactful and concise manner.
$27k-33k yearly est. 60d+ ago
Full-Time Universal Banker/Teller I
First Mid 4.0
Personal banker job in Missouri
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. Gain manager assistance with any suspicious transactions. Obtain management approval for transactions outside authorized limits. Adheres to all bank compliance, security and operational policies and procedures. Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc. Performs changes to existing accounts as requested by the customer. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management. If applicable, allows entry of safe deposit box holders. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook. Maintains customer confidentiality. May participate in bank promotions, external community events, and promotional activities. May be required to work in other First Mid Banking centers. Complete other specified duties as assigned. Sales: Develops and maintains relationships with business partners. Develops and maintains strong relationships with customers. Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc. Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines. Consistently meet or exceed established goals for the position. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred. Previous sales experience preferred. Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion. Skills: Proficient in usage of Microsoft Office and computer application Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123
$27k-31k yearly est. 25d ago
Branch Banker
Lead Bank 3.8
Personal banker job in Kansas City, MO
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate. We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity. Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do. As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve. To thrive in this role, you must: * Demonstrate the ability to adapt to a fast-paced environment, multitasking when required while also showing great attention to detail * Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations * Show curiosity, show humility, be open to new ideas and approach your work with a growth mindset * Are a team player and enjoy working with people to achieve the best and most efficient result * Show a strong accountability and group responsibility for the customers we serve, taking on and performing tasks In this role you will: * Complete online banking enrollment and check orders on client's behalf * Issue debit and credit cards; troubleshoot denials; initiate fraud claims * Process funds transfers (internal, ACH, wire) * Troubleshoot and resolve online banking issues clients may experience * Verify personal and business identification documents (CIP/KYC) and archive paperwork * Process new online account applications * Provide a seamless digital client experience through live chats, emailed requests, and website form inquiries * Provide ongoing client support to further business or enhance client account productivity * Become a Lead Bank product knowledge expert. Educate clients and new hires on specifics of our financial service offerings * Utilize CRM (Customer Relationship Management) system * Perform other duties as assigned Qualifications: * Bank Teller experience is preferred, but not required * Excellent client service skills * Embody the growth mindset and bring a self-driven and self-starter mentality to your work * Brings communication skills that help you understand client needs * Thrives in social situations * Able to complete assigned tasks to perform duties required What we offer: * Competitive compensation based on experience, geographic location, and role * Medical, Dental, Vision, Life, 401k matching, and Disability benefits * Flexible vacation policy, plus three mental health days and your birthday off * A challenging and fulfilling opportunity to join one of the most experienced teams in banking and fintech * A fun team-oriented environment where your career will be supported * Dress For Your Day dress code * Hours: Monday-Friday 8:30am to 6:30pm Saturday (Rotating Schedule) 8:30am-12:30pm * Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$35k-42k yearly est. 8d ago
Financial Services Representative
Worldacceptance
Personal banker job in Warrensburg, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16-$18 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$16-18 hourly Auto-Apply 4d ago
Private Banker
Central Bancompany
Personal banker job in Columbia, MO
The Private Banker serves as a trusted financial partner to high-net-worth clients. This role acts as a key liaison between the bank and its most valued relationships, delivers an exceptional client experience, and drives results through strategic business development efforts. Demonstrate a keen understanding and anticipating the clients' needs is essential to fostering long-term relationships and ensuring satisfaction. DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY: Serve as the primary contact for designated commercial and retail relationships, delivering tailored financial solutions to meet client needs. Build, maintain, and expand relationships with signature clients through exceptional service, proactive advice, and ongoing education on products and services. Act as a liaison by connecting clients with wealth management, commercial lending, treasury management services, and retail banking. Identify, develop, and convert new business opportunities across commercial, retail, and wealth management segments to drive measurable growth. Develop and implement strategies to attract and retain clients while expanding the bank's market presence. Collaborate with product specialists to present banking solutions and leverage community networks to generate new client acquisition opportunities. Deliver tailored, concierge-level experience with the highest standards of professionalism, organization, and communication to build trust and foster long-term client loyalty. Proactively manage complex client needs with clear communication and organized processes, ensuring timely and effective resolution. Provide responsive, client focused service that exceeds expectations, enhances satisfaction, and drives relationship growth. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives. Bachelor's degree. Preferred experience in private banking, financial advisory services, wealth management, or business development with a proven track record of managing high-net-worth clients, driving relationship growth, and delivering personalized financial solutions. Strong knowledge of financial products and services designed for high-net-worth clients. Excellent analytical, problem-solving, and judgment abilities. Proven ability to build and maintain client relationships. Energetic, self-motivated, and highly results driven. Exceptional communication, interpersonal, and relationship management skills. Passion for serving others and building lasting client relationships. High level of integrity, professionalism, and discretion. Creative, innovative, and forward-thinking with the ability to collaborate and influence effectively. Proficiency in Microsoft Office and CRM systems; familiarity with financial platforms is beneficial.
$31k-56k yearly est. 2d ago
Bank of NY Mellon Transition
Cushman & Wakefield 4.5
Personal banker job in Creve Coeur, MO
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"
$32k-43k yearly est. Easy Apply 38d ago
Private Client Banker - Lee's Summit-Hwy 291 Branch - Lee's Summit, MO
Jpmorgan Chase 4.8
Personal banker job in Lees Summit, MO
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
$34k-41k yearly est. 3d ago
Personal Banker - West County
First Bank 4.6
Personal banker job in Ballwin, MO
Banking Specialist II This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions. What You Will Be Doing * Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required). * Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. * Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing. * Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities. * Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible. * Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible. * Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders. * Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management. * Helping coach Banking Specialist I on products, services, policies and procedures. * Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals. * Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities. * Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationships with retail store associates. * Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities. * High School Diploma or Equivalent * Minimum of 12 months previous client service experience preferred * Previous cash-handling experience required * Previous banking experience strongly preferred * NLMS registration preferred * Developed customer service skills, including written and verbal communication * Ability to use a PC and alpha/numeric keyboard * Flexible work week schedule, which may include Saturdays Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. #INDEW1 The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: Min $17.00 - Avg $21.00
$33k-38k yearly est. 18d ago
Universal Banker
Bank-Shared Service
Personal banker job in Washington, MO
Job Details Washington, MO Full Time Retail BankingDescription Bank of Washington is seeking a Universal Banker to join our team. Are you looking to be part of a growing organization that prioritizes employees, customers, community, and relationships? Excited to learn new things and work as part of a team? The Bank of Washington has an opportunity for motivated individuals to join our Retail Team. Our Retail Associates are professional, solution-oriented, and excited about helping customers. We are seeking candidates with a strong desire to cultivate meaningful financial relationships with our customers while positively contributing to a team atmosphere. Through the ability to positively contribute to your team and organization, this candidate has the opportunity for growth within our company. If you are eager, self-motivated, and looking for a career, please apply. As a Universal Banker, you will: Receive the tools, resources, and training to be successful in your role. Deliver excellent customer service both in the Branch and over the phone. Anticipate customer needs by actively listening and making recommendations of products and services based on feedback. Ensure financial transactions are completed accurately and efficiently. Develop meaningful financial connections with our customers. Educate customers on various retail products and digital solutions that improve their financial wellness. Why Join the Bank of Washington team? Work Life Integration: company holidays, paid vacation and sick leave, community volunteering, and social event outings Financial Wellness: 401K with company match, paid life insurance, financial wellness education, access to professional and financial advisory services, tuition assistance, and employee assistance program, offer shift differential pay for extended hours Health and Wellness : medical, dental, and vision coverage, Health Savings Account, Medical FSA/DCA, employee fitness center, and wellness and fitness challenges The Bank of Washington is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status
$27k-35k yearly est. 60d+ ago
Financial Aid Representative
Missouri Valley College 3.9
Personal banker job in Marshall, MO
Missouri Valley College seeks a Financial Aid Representative to serve as a member of the financial aid team, assisting students throughout the financial aid process. This position involves managing communications, documenting requirements, and administering work-study timesheets and assignments, among other duties as assigned. Key Responsibilities: * Serve as the primary point of contact for students, parents, and staff regarding financial aid inquiries and policies. * Assist in the processing of financial aid applications, ensuring timely and accurate evaluation of documents. * Maintain comprehensive knowledge of federal, state, and institutional financial aid regulations and policies. * Coordinate work-study placements, including recruiting, hiring, and overseeing timesheets. * Collaborate with the financial aid team to develop and implement strategies for effective communication and outreach to students. * Evaluate and review financial aid applications, making determinations based on eligibility criteria. * Provide guidance to students on financial literacy and budgeting skills. * Assist with the preparation and dissemination of financial aid materials, including brochures and presentations. * Participate in financial aid workshops and information sessions. * Perform additional duties as assigned by the Director or Assistant Director of Financial Aid. Qualifications: * Bachelor's degree in finance, education, business, or a related field preferred. * Previous experience in financial aid, customer service, or higher education is a plus. * Strong organizational skills and attention to detail. * Excellent communication and interpersonal skills. * Ability to work independently and as part of a team. * Proficiency in Microsoft Office Suite and financial aid software preferred. To Apply: Interested candidates should submit a resume and cover letter outlining their qualifications and experience to ******************* Additional Information As a pre-condition of employment, the applicant must be authorized to work in the United States. Employment at MVC is contingent upon satisfactory completion of background check. Equal Opportunity Employer Missouri Valley College is an Equal Opportunity Employer and committed to a diverse and inclusive environment. Missouri Valley College does not discriminate on the grounds of color, race, sex, religion, marital status, disability, national origin, veteran's status, age, or sexual orientation. Employment decisions are based on qualifications, merit, and business needs. All eligible candidates are encouraged to apply. About Missouri Valley College Founded in 1889, Missouri Valley College is a private, four-year liberal arts college located in Marshall, Missouri. Known for its dynamic, richly diverse, and friendly educational environment, Missouri Valley College offers many opportunities to grow in mind, body, and spirit. Faculty are personally and professionally engaged in preparing thoughtful citizens for meaningful lives and careers. Grounded in the liberal arts, undergraduate and graduate studies empower students to master interdisciplinary skills needed to succeed in a knowledge-based global society. Stewardship of resources will sustain innovative teaching to stimulate critical thinking, creativity, aesthetic appreciation, and the joys of lifelong learning.
$31k-37k yearly est. Easy Apply 1d ago
Part-Time Associate Relationship Banker - S. Glenstone
QCR Holdings 4.1
Personal banker job in Springfield, MO
TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs. ESSENTIAL FUNCTIONS: * Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. * Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. * Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. * Answer questions, address service challenges, and provide resolutions. * Maintain a system of orderly follow-up by mail and phone to onboard new clients. * Collaborate with business development and lending teams to seek and establish new clients in the marketplace. * Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. * Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. * Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols. * Accept and process loan and other types of payments and issues receipts. * Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances. * Follow security procedures consistently and protect client confidentiality. * Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. * Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. * Foster and preserve a culture of diversity, equity, and inclusion. * Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: * High school diploma or equivalent required * One-year experience in banking, client service, or related field with cash handling experience. * Capability to perform lending, sales, or account management. * Excellent client service skills. * Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. * Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. * Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: * Duties performed in a professional office environment. * Availability to work Saturdays. * Requires travel to other bank locations or client sites. * Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$32k-37k yearly est. 46d ago
Part-Time Associate Relationship Banker - S. Glenstone
Guaranty Bank 4.6
Personal banker job in Springfield, MO
Job DescriptionDescription: TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs. ESSENTIAL FUNCTIONS: Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. Answer questions, address service challenges, and provide resolutions. Maintain a system of orderly follow-up by mail and phone to onboard new clients. Collaborate with business development and lending teams to seek and establish new clients in the marketplace. Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols. Accept and process loan and other types of payments and issues receipts. Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances. Follow security procedures consistently and protect client confidentiality. Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: High school diploma or equivalent required One-year experience in banking, client service, or related field with cash handling experience. Capability to perform lending, sales, or account management. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: Duties performed in a professional office environment. Availability to work Saturdays. Requires travel to other bank locations or client sites. Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment. Requirements:
$30k-34k yearly est. 12d ago
Financial Services Representative State Farm Agent Team Member
Sarah Shay-State Farm Agent
Personal banker job in OFallon, MO
Job DescriptionBenefits: Hiring bonus Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. 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.
$33k-49k yearly est. 27d ago
Business Banking Specialist
The Callaway Bank 3.6
Personal banker job in Columbia, MO
If you have an outgoing and cheerful personality, positive attitude, and enjoy working in a fun team environment, we are looking to add a Full-Time Business Banking Specialist to our Columbia team! Salary commensurate with experience. The Business Banking Specialist actively engages customers and potential customers in order to create a welcoming environment for new and established customers while providing friendly, efficient and quality service tailored to the customer's financial needs. The Business Banking Specialist will be expected to maintain working knowledge of business banking products and services, and be able to communicate these benefits to customers. The Business Banking Specialist will also be expected to actively participate in community and client related activities and events, as well as performing client and prospective client visits. The ability to manage projects concurrently is essential in order to provide the best service possible to our clients. Qualifications High school diploma or GED required; higher education is preferred Proven sales experience is preferred 3-4 years of work experience with sales-oriented customer service required Strong interpersonal skills Well-developed communication skills Coachable with the ability to learn Strong computer skills, including Excel Ability to manage concurrent projects while delivering accurate and quality work in a fast-paced environment Routine decision making and reasoning skills The Callaway Bank is an Affirmative Action / Equal Opportunity Employer. M/F/Vet/Disabled. The Callaway Bank recommends the National Career Readiness Certificate.
$31k-37k yearly est. 60d+ ago
Financial Services Representative
Synergy Wealth Solutions
Personal banker job in Chesterfield, MO
About Us: At Synergy Wealth Solutions, we believe that true financial success is achieved through a holistic approach that transcends traditional boundaries. By embracing this philosophy, we empower you to navigate your financial journey with clarity, confidence, and purpose. Let us embark together on a path towards financial prosperity that is as unique and dynamic as you are. Make an impact - starting with your own life. This is a career move that could redefine everything You know that restlessness you feel? Perhaps it's an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful . Be in control of your own life. It may be your inner entrepreneur calling to be released. What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it's happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances. If you've considered business ownership, then start your business with us As a Financial Services Representative, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: - Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind - Follow a well-defined career path that integrates education with mentorship and teaming opportunities - Benefit from a culture of innovation that embraces growth and the changes that come with it - Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership - Have a voice - your contributions and input matter - Experience the power of flexibility - and the freedom to design your work and your life the way you envision How will you build your business? You will… - Establish networks and cultivate referrals - Develop and maintain long-term relationships with clients - Provide financial solutions through fact gathering and needs analyses - Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? - A strong relationship-builder who takes a client-first approach - A connector with people, a connector of people - A dedicated worker: independent, self-motivated and goal oriented Contact us today to discuss a change to work that can have great impact.
$33k-49k yearly est. 60d+ ago
Financial Service Representative
MCRM Fertility
Personal banker job in Chesterfield, MO
Job Details MCRM St. Louis - Chesterfield, MO At MCRM Fertility, we're more than a fertility clinic - we're a compassionate partner in our patients' journeys toward parenthood. As a leader in reproductive medicine, we combine cutting-edge science with personalized, patient-centered care to deliver exceptional outcomes and experiences. If you're passionate about making a real difference and thrive in a collaborative, forward-thinking environment, we'd love to meet you. We're currently seeking a Financial Service Representative to join our Financial Department. This role works closely with our team of financial counselors and interacts directly with patients, so we're looking for someone who brings both billing expertise and empathy to every conversation. Responsibilities Meet with patients following provider visits to review insurance coverage and out-of-pocket costs. Verify insurance benefits and eligibility online or by phone as needed. Clearly explain the cost of treatment based on medical recommendations, with empathy and professionalism. Maintain a positive, patient-facing demeanor and deliver outstanding customer service. Collaborate closely with billing staff, physicians, and other departments. Demonstrate flexibility, compassion, and respect in all patient and team interactions. Accurately interpret and explain insurance benefits in plain language. Maintain attention to detail while handling sensitive financial information. Use sound judgment and decision-making skills in complex or emotionally sensitive situations. Qualifications Excellent communication skills, both written and verbal. Minimum of 2 years of experience in a medical office or billing role. Proficient in Excel and comfortable using various computer systems. Willingness to learn and adapt in a dynamic environment. Strong commitment to providing a high level of customer service. Ability to work independently and collaboratively as needed.
$33k-49k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Maureen Darby-State Farm Agent
Personal banker job in Reeds Spring, MO
Job DescriptionBenefits: License reimbursement Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our agency has been proudly serving Stone County for over 50 years, with Maureen leading the team since 2016 after 15 years on the corporate side of State Farm. With 43 years of industry experience, she is deeply rooted in the community and passionate about giving back. Were active in local events like the Rotary 5K, Easter Egg Hunt, Trunk or Treat, and the Fire Auxiliary Chili Cookoff. Maureen also serves on the Board of Directors for the Table Rock Lake Chamber of Commerce and supports numerous local fundraisers. Our team is growing! We currently have five full-time, one part-time member, and a high school internand were looking for a compassionate, quick-learning, tech-savvy problem solver with a great sense of humor to join us. Plus, you'll get to meet Taco, our beloved office mascot, on Taco Tuesdays! If youre looking for a team that values its customers, community, and each other, check out our Facebook page and Google Reviews to see what were all about! ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Maureen Darby - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with life insurance and annuity needs. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Analytical and communication skills. Ability to make presentations to customers. Strong sales ability. Life/Health insurance license (must be able to obtain, current licensees preferred). Series 6, 63, 65, 7 or SIE license (must be able to obtain, current licensees preferred).
$33k-47k yearly est. 19d ago