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Personal banker jobs in Missouri - 615 jobs

  • Financial Services Representative

    Enterprise Bank and Trust 4.6company rating

    Personal banker job in Clayton, MO

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Financial Services Representative Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets. Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures. Serves as a team member to accomplish company objectives and lobby and personal goals. Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients. Actively participates in training programs to maintain and acquire additional job knowledge and skills Assists in opening and closing the branch, following procedures set by corporate security. Complies with all department and company policies, procedures, audit guidelines, and regulations. Perform other miscellaneous duties as assigned. Qualifications: Strong math and problem solving skills. Excellent interpersonal and customer service skills with the ability to cross-sale products and services. Must maintain confidentiality of client transactions and bank records. Team-oriented, possess a positive attitude and work well with others. Strong oral and written communication skills. Ability to operate standard office equipment, such as computer workstations, calculators, and copier. Ability to prioritize; handle multiple tasks; and work independently. Strong organizational skills and detail-oriented with a high degree of accuracy. Thorough knowledge of bank operations, products, and services offered at the bank. Knowledge of banking laws and regulations including the Bank Secrecy Act. Supervisory Responsibilities: None Education and/or Experience: High School diploma or equivalent Associates degree in business related field or two years related experience or a combination of education and experience Experience working in an environment with individual and team goals preferred Customer service experience required Computer and Software Skills: Skilled in operation of a personal computer, including Microsoft Word and Excel. Google Suite IBS Salesforce Certificates, Licenses, and Registrations: Notary License as needed by the branch Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE .
    $35k-40k yearly est. 1h ago
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  • Eastern Rail Trader

    Louis Dreyfus Company 4.9company rating

    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. 1d ago
  • Universal Banker

    Neighbors Credit Union 3.7company rating

    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 60d+ ago
  • Universal Banker

    Bank Star 4.1company rating

    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
  • Branch Banker

    Lead Bank 3.8company rating

    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. Auto-Apply 4d ago
  • Virtual Banker

    First Bancorp 4.6company rating

    Personal banker job in Saint Louis, MO

    About this Role Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels. Work schedule may include some weekends and evenings and requires excellent attendance and punctuality. In this Role You Will Process a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible. Facilitate the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience. Monitor ITM machines to ensure they are working properly. Assist systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed. Manage incoming and outgoing calls, representing the bank in a positive, courteous and professional manner. Assess clients' needs and cross-sell or make sales referrals of bank products and services. Assist in online account opening fulfillments and onboarding of new bank clients Process and perform check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detect potential fraud when possible. Meet or exceed established referral goals. Maintain knowledge of cyber threats and best practices to minimize risks to the organization. Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials Qualifications, Competencies and Skills High School diploma or equivalent. Minimum of three years experience in banking, customer service or other related area required. Bank teller or new accounts experience preferred. Associate-s degree preferred. Bi-lingual or Multi-Lingual a plus. Strong customer service orientation. Ability to maintain a friendly, helpful and courteous attitude when working with clients or co-workers under diverse conditions. Ability to communicate, verbally, through video Experience communicating via virtual technology (Skype, Face Time, Video Conf.) Comfortable on camera, maintaining a friendly and professional appearance
    $38k-63k yearly est. 14h ago
  • Financial Services Representative

    Worldacceptance

    Personal banker job in Neosho, 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: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly Auto-Apply 60d+ 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. 33d ago
  • Private Client Banker - Lee's Summit-Hwy 291 Branch - Lee's Summit, MO

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Lees Summit, MO

    JobID: 210692135 JobSchedule: Full time JobShift: : 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: **************************************************************************
    $34k-41k yearly est. Auto-Apply 35d ago
  • Associate Relationship Banker - Carthage

    Guaranty Bank 4.6company rating

    Personal banker job in Carthage, 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. Capabilty 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. 24d ago
  • Associate Relationship Banker - 32nd Street

    QCR Holdings 4.1company rating

    Personal banker job in Joplin, 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 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. 6d ago
  • Financial Aid Representative

    Missouri Valley College 3.9company rating

    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 32d ago
  • Universal Banker (Full Time- Clayton)

    The Bank of Washington 3.8company rating

    Personal banker job in Clayton, MO

    The Universal Banker plays a critical role in delivering exceptional customer service while handling a wide range of banking responsibilities. This position combines traditional teller duties with sales and advisory functions, ensuring that customers receive personalized financial solutions. The Universal Banker is responsible for processing transactions, assisting customers with account management, identifying sales opportunities, and promoting the bank's products and services. Responsibilities: Operate as a multi-functional team member assisting customers with a wide range of banking needs, including processing transactions, opening new accounts, account maintenance, and consult in an advisory role to maximize the sales potential of every interaction. Provide an outstanding customer experience by consistently executing the bank's service standards. Drive proactive financial guidance conversations through internal interactions including teller and platform interactions, outbound calling, and service to sales, ultimately elevating customer loyalty. Seek to attract, expand, and retain customer relationships, and contribute to the financial growth of the branch. Identify opportunities to refer customers to mortgage, treasury services, or lending specialists. Resolve customer concerns in a timely, professional, and positive manner, escalating issues, as needed. Assist with branch opening and closing procedures, ensuring security and operational readiness. Balance cash drawer daily, ensuring accuracy and compliance with bank policies. Support branch operations by assisting in daily tasks and providing backup support as needed. Work collaboratively with bank partners to deliver the desired customer experience and achieve overall business objectives. Participate in continuous learning to gain knowledge of bank processes, policies, software, terminology, and rules and regulations. Performs other duties as assigned or required. Preferred Education, Experience, Skills, and Attributes: Experience: 1-2 years of experience in customer service, retail, or banking preferred. Experience fostering and developing strong customer relationships. Skills: Strong cash handling, problem-solving, and attention to detail skills. Excellent customer service and communication skills. Organizational and time management abilities to prioritize tasks and meet deadlines. Basic knowledge of banking products, services, policies, procedures and regulations. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and ability to quickly learn banking software. Attributes: Customer-centric approach, committed to delivering consistent, high-quality service. Proactive and adaptable, with a willingness to learn and grow in a dynamic environment. Team oriented mindset, fostering collaboration and a positive workplace culture. Strong work ethic and accountability in meeting individual and team objectives. Compliance: The employee is responsible and accountable for establishing and following procedures to ensure compliance with all applicable regulatory rules and regulations. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational. Bank of Washington will reasonably accommodate qualified individuals with a disability so that they can perform the essential functions of a job. 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, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
    $27k-31k yearly est. 1d 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. 28d ago
  • Financial Services Representative

    Synergy Wealth Solutions

    Personal banker job in Chesterfield, MO

    : Synergy Wealth Solutions is a financial services firm located in St. Louis, MO. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day. Role Description: This is a full-time on-site role for a Financial Advisor. The Financial Advisor will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in growing your book of business as well as succession planning. Must be competitive and self-driven! Qualifications: Excellent analytical and problem-solving skills Effective communication and interpersonal skills Ability to build and maintain authentic, client relationships Life/Health Insurance, Series 7, Series 66 licensed within 12 months What You'll Do and How You'll Do It: Sell planning and protection insurance products with the opportunity to sell products related to asset and investment management Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts. Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events Complete licensing for advanced market planning 1+ as a licensed financial services representative with a minimum active LAH (life, accident, health) license Deep interest in building advisory plans for your clients Interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed) Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle You are analytical, driven, and possess the grit needed to be successful in a sales role Why Join Us: We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company once you join MassMutual. We are changing the planning business, one hire at a time and transforming into a modern Financial Services company. Estimated first year earnings are based on sales performance, closed cases, and historical ranges. It is not guaranteed compensation. All benefits mentioned are based on contract status (contract A) with MassMutual. You will be contracted directly with MassMutual.
    $33k-49k yearly est. 30d ago
  • Financial Services Representative

    First Fertility

    Personal banker job in 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. 2d 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. 20d ago
  • Universal Banker- Maplewood

    CNB St. Louis Bank 4.0company rating

    Personal banker job in Maplewood, MO

    The Universal Banker will work directly with our customers to meet their needs and support all products and services in our retail and commercial lines of business while projecting a professional and welcoming image with maintaining operational control when delivering amazing service to customers Essential Responsibilities: Responsible for providing accurate and a high quality of customer service in all aspects of conducting financial transactions for customers, including cashing checks, accepting deposits, selling monetary instruments, and maintaining account records. Balancing daily transactions, verifying cash totals; is constantly aware of and monitors all account transactions for suspicious activity and assists in balancing. Customer service and problem solving in all aspects of teller operations as needed. Responsible for selling a full range of retail deposit products and banking services to customers and prospective customers. Maintains a portfolio of existing customers for cross selling of bank services. Follows all Bank policies, procedures and compliance regulations Qualifications Preferred Education, Experience, Technical Knowledge and Skills: High School diploma or equivalent. A college degree is preferred. Bank experience preferred. Must have at least six months to one year cash handling experience. Additionally, usually 2 years of sales or service experience. CNB St. Louis Bank is an equal opportunity employer and does not discriminate in employment on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
    $27k-33k yearly est. 2d ago
  • Financial Services Representative

    Scott Credit Union 3.8company rating

    Personal banker job in Ladue, MO

    Financial Service Representative - Branch Network Department; Ladue Branch Banking • Full-Time • Branch Network Scott Credit Union is hiring a Financial Service Representative in Ladue, MO to help support our members and strengthen our connection with the community. If you're passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment - we'd be excited to welcome you to our award-winning team. Schedule: Full-time | Monday-Saturday, Saturday rotation as scheduled Work Location Status: Fully on-site at the Ladue, MO Branch. About the Role Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise. Why Join Scott Credit Union? Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth. Benefits include: 11 paid holidays and competitive PTO 401(k) with employer match Medical, dental, vision, and life insurance Short-Term Disability, including maternity leave Tuition reimbursement program “Dress for your day” policy Career advancement opportunities Supportive, team-oriented culture What You'll Do Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU's member engagement model. Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals. Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed. Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition. Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR. Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results. What You Bring High school diploma or equivalent Minimum one year of customer service experience Personal computer experience to include Microsoft Office products Is This You? You're energized by creating meaningful connections and delivering strategic solutions You stay focused under pressure and prioritize precision in your work You take initiative, own your projects, and consistently aim for high-quality results You're looking to build a long-term career where your skills can grow and evolve Our Commitment At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth-for both our members and our employees. Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview. universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;
    $34k-41k yearly est. Auto-Apply 60d+ ago
  • Universal Banker-Clayton

    Midwest Bankcentre 4.1company rating

    Personal banker job in Clayton, MO

    Objectives of this Role Engage with customers and establish rapport that encourages further engagement Assist team in achieving branch goals Provide excellent customer service Remain flexible to accommodate branch staffing needs Work independently and manage their time Follow policies and procedures, maintain accuracy Follow through on daily, weekly and monthly tasks Contribute to branch meetings and culture Essential Functions Promote products and services based on customer's needs: Understand each customer's financial goals and provide consultative advice to help them achieve their goals; go beyond basic transactional interactions to derive complete solutions tailored to each customer's unique situation. Banker will be responsible for assisting with account opening and account maintenance including completion of consumer loan applications and closings. Understanding of digital systems and its functionality: Support and promote digital banking with knowledge of all online and app-based banking solutions, online/mobile banking setup, login, and password resets while offering advice in using various digital solutions like bill pay, mobile deposit, alerts, online transfers, payments, etc. Teller transaction processing: Assist customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies and answering questions. Maintain and balance cash drawers and reconcile discrepancies. Teller will be responsible for assisting with account maintenance including completion of credit card applications. In-bound and out-bound call handling: Be proactive, using contact management methodology to build relationships over time, identifying opportunities for expanding customer relationships, making next-best product recommendations, and solving issues or problems before they arise. Referrals to business partners: Connect customers to experienced banking partners when appropriate to ensure that customers can accomplish all their financial needs within Midwest BankCentre. Assist team in achieving branch goals: Meet quarterly banker minimum standards, participate in sales, service and product training meetings and MBC@Work presentations. Understanding of federal banking regulations: Through specific on-going training, you will gain knowledge of and adhere to BSA, USA Patriot Act, AML, and Notary Public. The employee must maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies, and procedures and apply them to daily tasks. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities are as required and may change at any time with or without notice. Competencies Customer Centric Focus Diversity and Inclusion Act with Integrity Collaboration and Teamwork Results Oriented/Execution Business Acumen Skills and Qualifications High School Diploma (or equivalent) is required; Associates or Bachelor's degree preferred A minimum of two years bank customer contact or retail sales experience preferred. Exceptional interpersonal and communication skills, with the ability to build rapport and engage clients effectively. Technologically savvy with the ability to quickly learn and adapt to new systems and software. Problem-solving mindset and the ability to think critically under pressure. Excellent attention to detail and organizational skills. Ability to work independently, as well as collaborate effectively within a team environment. Flexibility to work some weekends and evenings, as per business needs. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary. Working Conditions Willing and able to travel to other locations/branches Willing and able to work required overtime. This position is hourly and full time. Generally, the position will require 40 hours per week. Evenings and weekends may be required as necessary.
    $27k-31k yearly est. 5d ago

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  1. Commerce Bank

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