Wilmington, Delaware;Greenville, Delaware; Wilmington, Delaware
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$26k-34k yearly est. 1d ago
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Proprietary Equity Trader Position
T3 Trading Group 3.7
Personal banker job in Conshohocken, PA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$71k-128k yearly est. Easy Apply 60d+ ago
Financial Services Representative
MJ Morgan Group 3.6
Personal banker job in Bel Air, MD
Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive.
What You'll Do:
Create amazing experiences for every member who walks through the door
Help members find the right accounts, loans, and financial solutions
Handle day-to-day transactions with accuracy and confidence
Support loan applications and keep members updated along the way
Work with a supportive team that celebrates wins and drives results together
Stay sharp on products, policies, and new opportunities to serve members better
What Makes You Great for This Role:
A passion for helping people and delivering standout service
Confidence in recommending products that truly meet member needs
Strong communication, attention to detail, and problem-solving skills
Comfortable learning new systems and juggling multiple tasks
Experience in customer service, sales, or cash handling (banking is a plus!)
If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad.
Build relationships that matter-one member at a time!
$26k-31k yearly est. 3d ago
Universal Banker
Stbank
Personal banker job in Exton, PA
Exton, PA 19341
Hours:
Monday - Thursday: 8:30 am - 5:00 pm
Friday: 8:30 am - 6:00 pm
(Must be flexible around branch hours)
Function: Responsible for the delivery of exceptional customer service related to branch operations on the teller line in conjunction with sales and platform duties, including meeting assigned sales goals, in support of Individual and Branch production goals. Shared responsibility of duties is dictated by the business needs of the branch.
Duties and Responsibilities:
Uses a combination of computer systems, S&T sales skills, product knowledge, and knowledge of policies and procedures to successfully operate a customer service window in an efficient and accurate manner, providing exceptional customer service on a variety of transactions, including the following:
Utilizing computer systems to properly identify customers, verify authenticity of the requested transaction, and complete required steps to protect the customer and the bank from fraud (including, but not limited to verifying balances, placing holds, and documenting proper identification).
Accepting deposits, verifying endorsements, and issuing receipts.
Accepting checks or coupons for cashing, identifying customer, verifying endorsements and balances, and/or referring customers to branch management for authorization.
Accepting savings deposits and withdrawals and performing related duties.
Providing additional customer services, including bank money orders and other services.
Accepting various loan payments or other types of payments.
Balancing window cash daily.
Performing ATM settlement where applicable.
Assisting in vault balancing, where applicable.
Uses the following key sales functions to deliver exceptional customer service and ensure complete customer satisfaction,
while meeting and exceeding established sales goals:
Profile customers to determine and recommend appropriate S&T loan and deposit products.
Utilizes all sales tools as provided to enhance the customer experience and sales conversation. Example tools but not limited are: LoanFit, sales binders, etc.
Completes S&T sales process and customer focused conversation with each customer, document notes in appropriate system for all bankers view in future interactions.
Successfully develops customer profiles and identifies their banking needs.
Closes business and performs follow-up calls to ensure customer satisfaction.
Builds warm but professional relationship with customers to help further define their needs and increase their loyalty to S&T Bank.
Demonstrates complete understanding of the S&T sales process and a comprehensive knowledge of S&T policies and procedures to successfully identify add-on selling opportunities and make recommendations to customers based on their needs.
CARE certified within 6 months of hire.
Contributes to Branch goals and sales and service standards as outlined in branch playbook and detailed by Branch Management.
Executes professional sales and service behaviors in alignment with Bank's Our Shared Future purpose, five vales and core drivers.
Performs follow-up calls to new account customers to determine satisfaction and additional leads.
Performs outbound calls as outlined in the branch playbook with reference to sample scripts in the sales and service guide and proposed potential customer lists provided to grow existing customer relationships.
Participates in branch sales call campaigns, as needed.
Performs data entry and prepares documentation to process new account customers and change existing accounts.
Maintains existing accounts; answers questions and solves problems related to customer accounts and handles check orders for new and existing accounts when needed.
Performs customer service duties as required, such as taking deposits, cashing checks, and processing withdrawals.
Prepares loan applications using LOS software and coordinates loan document preparation. Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization.
Completes NMLS requirements as part of the S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act.
Assumes additional duties as required, such as, but not limited to balancing ATMs, processing deposits, etc.
Education:
Requires a high school diploma or equivalent.
Experience:
Two to five years general and specialized experience. Successful completion of the retail training program required including CSR and RSA training programs.
Physical Demands:
Operates a keypad device: 70% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required 2 hours per day in a straight position. Sitting is required 5 hours per day in a leaning position. Routinely lifts up to 10 lbs., 2 times per day. Maximum lift is 20 lbs., one time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18ā-20ā for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Salary Range:
$18.00 - $34.90
$18-34.9 hourly Auto-Apply 18d ago
Personal Banker - Downingtown, PA
First Bank Nj 3.8
Personal banker job in Downingtown, PA
Our goal is to hire and retain talented people with engaging personalities and exceptional work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level. We offer competitive salaries based upon experience and a comprehensive benefits package upon satisfying eligibility conditions, including health and dental insurance, life insurance, short term and long term disability, and the Bank's 401k Plan.
Position Summary:
The PersonalBanker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the PersonalBanker will provide solutions based on customer needs and how they like to conduct their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer's financial needs. The PersonalBanker will work with the branch team and partners to attain the branch strategic goals.
Duties & Responsibilities:
1. PersonalBankers are responsible for offering and selling bank products and services to both consumer and small business customers. Including, but not limited to: Checking and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs). Deposit only business relationship customers with non-lending needs.
2. Operates a teller window regularly to meet the needs of the branch clientele.
3. Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products and/or services to customers and actively participates in referral opportunities.
4. Effectively use sales skills such as: effective listening, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming objections, asking for the business.
5. Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing banking relationship.
6. Actively engage with valued customer relationships to promote growth and retention.
7. Maintains confidentiality in handling customer and bank information.
8. Follows security policies and procedures to prevent bank and customer losses.
9. Resolves customer complaints and escalates appropriately.
10. Maintains a detailed level of knowledge on retail products and services.
11. Works collaboratively with the branch team to achieve customer sales and service objectives.
Qualifications
* Bachelor degree preferred
* High school diploma/GED
* Two or more years of related experience in Financial Services industry
* Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
* Thorough knowledge of all retail products and services
* Proven customer service and interpersonal skills
* Effective selling and referral skills
* Strong verbal and written communication skills
* Ability to work a schedule that includes Saturdays
First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ+ can apply to our company for employment opportunities.
Job Type: Full-time
Salary: From $20.00 - $24.00 per hour
Benefits:
* 401(k)
* 401(k) matching
* Paid time off
Schedule:
* Monday to Friday
* Weekends as needed
Experience:
* Cash handling: 1 year (Preferred)
* Banking: 1 year (Preferred)
* Customer service: 1 year (Preferred)
Work Location: In person
$20-24 hourly 16d ago
New Castle, DE
Perfect Game USA 3.8
Personal banker job in New Castle, DE
Spring/Summer 2026 Perfect Game USA, the premier provider of amateur baseball events, is seeking dedicated individuals for the position of Field Manager Intern. In this role, you will be responsible for scoring and completing games using our DiamondKast software. Your tasks will include meticulously recording every play, managing substitutions, noting player performance, managing externally sourced staff (umpires and grounds crew), and collecting video of top event performers for social media purposes.
As a Field Manager Intern, you will play a crucial role in ensuring the smooth operation of events at the assigned field. You will be the main representative from Perfect Game at your assigned site, responsible for confirming field readiness, ensuring the presence of umpires, and verifying the preparedness of both participating teams. Punctuality is key, and you will be entrusted to ensure all games commence on time.
Responsibilities:
Score and complete each game using DiamondKast software.
Record every play, substitution change, and pitch using the DiamondKast application on the provided iPad.
Taking scouting notes and recording content of top performing athletes
Ensure smooth operation at the assigned field.
Confirm the field is prepared for play, coordinating with the grounds crew if necessary.
Verify the presence of umpires on the property before games.
Confirm the readiness of both teams to start play at the designated time.
Ensure all games start on time.
Present yourself in a professional manner with customers, players, staff, and scouts at all times.
Minimum Qualifications:
Preferred solid understanding of baseball fundamentals and gameplay.
Playing or coaching background is a plus.
Experience in scouting and/or scorekeeping is a plus.
Experience playing Baseball/Softball is a plus.
Interview Process:The first step in the interview process involves a behavioral screening session, where candidates will be asked to record themselves providing responses to specific questions selected by the hiring team.
Perfect Game Offers:
Per-game compensation (three to six games per day).
$25 per completed game (please note that game assignments are subject to change due to weather and other unforeseen circumstances).
Internship credit available for eligible students.
If you are passionate about baseball, possess a keen eye for talent, committed to growing the game of baseball, and are committed to professionalism, we invite you to apply for this exciting opportunity.
For any questions, please reach out to [email protected]
Perfect Game is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
$40k-50k yearly est. 19d ago
Private Client Banker - Drexel Hill, PA
JPMC
Personal banker job in Drexel Hill, PA
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: **************************************************************************
$37k-84k yearly est. Auto-Apply 60d+ ago
Private Banker
Hanscom Federal Credit Union
Personal banker job in Chestertown, MD
It's an exciting time to be at Peoples Powered by Hanscom!
As a member of our Relationship Banking Department, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members.
Who we are - Peoples Powered by Hanscom
Members-first - our members are our top priority. We make business decisions with our members at the top of mind.
Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy.
Teamwork - we are in this together and we all benefit from our success.
Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success.
What we offer
$98,471.19 to $123,088.99
Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.
A full-time, permanent position that will reward you through a competitive incentive program.
Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
A flexible hybrid work schedule environment.
We are committed to fostering career growth and development - when you join our organization it's not just a job.
We look to develop your skills aligned to our business needs and help you progress in your career.
Who you are - Private Banker
You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.
What you'll do
Proactive outreach and engagement with our members (banks call them customers) to present our products and services as solutions to financial life cycle needs.
Conduct business reviews to ensure members are satisfied with their products and services.
Well versed in sophisticated financial services, products and services.
Meet established sales goals related to deposit, lending, and investment products.
Always provide remarkable member service and maintain Peoples Powered by Hanscom's image in the community.
Actively support and participate in the outside business development, and community events.
Provide solutions for complex financial needs.
Responsible for maintaining working knowledge of Peoples Powered by Hanscom products, rates, including services and fees, individual and branch dialogs and keeping team informed of the competition in the area. Maintain knowledge of competitor rates and products.
Resolve member's financial problems, questions, or concerns within credit union guidelines.
Ensure compliance with all applicable regulations and credit union policies and procedures.
Continually strengthen knowledge and capabilities within financial services and stay current with completive trends.
Maintain Confidentiality of all members and credit union information and data.
Take on additional tasks and projects.
Knowledge/Skills/Experience Required:
Willing to obtain FINRA Series 6 and 63 Securities License; Life/Health Insurance licenses required; Series 7 and 65 or 66 and preferred.
5 to 7 years' experience in branch banking. Preferably in a business development or branch management role previously.
Knowledge of consumer and mortgage lending including applicable state and federal statutes and requirements; knowledge of State and Federal regulations including those pertaining to deposit accounts, consumer, and mortgage loans; strong written and oral communication skills; computer skills and sales skills.
Ability to establish and maintain effective working relationships at the senior management level and across all levels of the organization.
Excellent analytic, organization, presentation, and facilitation skills; ability to lead multiple tasks under tight deadlines.
Ability to prioritize workload and to work independently.
Strong decision making and problem-solving skills.
Strong written and verbal communication skills
Additional Skills
Educating affluent member households with deposit balances of $100,000 or more.
Acting as the single point of contact for all banking needs.
Growing and retaining member assets.
Acquiring new members.
Education/Certifications/Licenses
Must be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file. Provides changes to any individual information (such as an address or name change) as they occur directly into the NMILS system or to the HR Department within 20 days of such a change.
A college degree
PHYSICAL REQUIREMENTS
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
** Must be authorized to work in the US **
$98.5k-123.1k yearly 8d ago
Personal Banker Pike Creek
W.F. Young 3.5
Personal banker job in Hockessin, DE
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces āto grow your careerā in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate PersonalBanker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
5801 Limestone Rd, Hockessin, DE 19707
Posting End Date:
2 Feb 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$27k-32k yearly est. Auto-Apply 3d ago
Specialty Recruiting- Consumer & Community Banking Branch
Jpmorganchase 4.8
Personal banker job in Newark, DE
Already have recruiting experience? Look to specialize in Consumer & Community Banking recruiting!
As a Specialty Recruiter in Consumer & Community Branch Banking, you will play a crucial role in attracting, sourcing, and recruiting top talent. You will provide strategic recruitment solutions, manage the end-to-end recruiting process, and proactively pipeline for future needs. This role offers the opportunity to partner with senior management, HR colleagues, and finance to anticipate upcoming needs and strategize pipelines.
Job Responsibilities
Manage end-to-end recruiting process, create and implement recruiting strategies
Provide guidance to hiring managers on recruiting processes, controls and policies and provide meaningful market data in support of client needs
Source and pipeline qualified candidates through a wide variety of channels
Evaluate, interview and present qualified candidates to hiring managers and solicit feedback on candidates to refine recruiting strategy as applicable
Partner with senior management, HR colleagues, and finance to anticipate upcoming needs and strategize pipelines
Proactively share innovative solutions to add value, anticipate needs, and streamline the process for the client
Demonstrate expert level of understanding of recruiting needs by participating in client meetings, being aware of changes within the business, acting as a subject matter expert for areas of recruiting responsibility as well as managing hiring manager/candidate expectations
Provide a positive candidate experience with frequent and timely communication throughout the recruitment process; share manager feedback and appropriately disposition all candidates
Educate candidates on the career growth potential, benefits, compensation philosophy and many advantages of employment, selling both the firm and the opportunity
Conduct appropriate compensation expectation conversations with both hiring managers and candidates to ensure closure of offers
Take ownership of the Affirmative Action Plan; understand diversity goals and provide education to hiring managers in order to ensure and present a diverse candidate slate
Required Qualifications, Capabilities and Skills
Bachelor's degree required
Minimum of 4 years of experience in full life cycle recruiting at a fast paced corporate environment or recruiting agency
Exceptional written and verbal communication skills
Able to work independently in a dynamic environment of change, challenge and multiple deadlines and priorities, high attention to detail
Possess a controls mindset; understand employment laws and regulations
Experience planning and managing networking event or projects
Superior multitasking, project management and presentation skills coupled with business acumen
Prior experience handling sensitive/confidential information
Able to tell a story with data and metrics
Strong time management skills, and the ability to consistently prioritize and re-prioritize
Preferred Qualifications, Capabilities, and Skills
Experience using HireVue, SmashFly and other recruiting platforms
$26k-44k yearly est. Auto-Apply 1d ago
Financial Services Representative
Dexsta Federal Credit Union
Personal banker job in Wilmington, DE
Responsible for servicing members' financial needs and transactional requests as they relate to all aspects of their accounts, including savings, checking, certificates, consumer loans, and related ancillary products. Educate members on credit union products and services to expand their total financial relationship with the credit union. Provide members with an exceptional experience in accordance with the Credit Union's core values. This position may float to any branch including the Phone Center.
Duties/Responsibilities:
Follow all credit union policies, procedures, and requirements in addition to all state and federal laws and regulations, including Regulation CC, the Bank Secrecy Act, OFAC and USA Patriot Act/Customer Identification Act (CIP). Educate members on various credit union policies, procedures and related laws and regulations where applicable.
Service members' financial needs at any branch location, including the Phone Center.
Process non-monetary requests (i.e. direct deposits, online banking, mobile banking, etc.)
Open and close members' accounts (including savings, checking, money markets, certificates, debit cards, check orders, etc.), while learning more about members' reasons for maintaining or dissolving their relationship with the credit union.
Maintain members' account information and update when appropriate.
Investigate and reconcile members' questions, inquiries, and concerns with regard to their accounts/services; communicate with the appropriate department or individual when applicable to ensure resolution and member satisfaction.
Maintain an up-to-date and comprehensive knowledge of the credit union's products and services.
Support the credit union's focus on member service and sales. This position will have sales and lending goals and minimum performance standards.
Build rapport and use active listening skills, to identify members' needs while working with members or actively researching members' relationships to determine sales and cross-selling opportunities.
Answer inquiries, screen, interview and counsel prospective borrowers, including explaining loan options (rates, types of loans/options, repayment terms, etc.); assist members in completing loan documentation; verify and complete appropriate credit checks and perform financial ratios to determine credit risk to credit union. Approve or deny consumer loans within established policies and limits; document approvals and notify denials in a timely manner.
Complete and prepare loan documentation accurately and efficiently.
Close and disburse loans according to credit union procedures and policies, ensuring borrowers are familiar with and understand loan terms, conditions, collateral and disclosures.
Perform other duties as assigned.
Essential Functions:
Extended sitting up to 60% of the time.
Lifting up to 35 pounds occasionally required.
Bending, squatting, kneeling, reaching above or below shoulder level frequently required.
Intermediate mathematical skills (calculations/concepts involving decimal and percentages).
Continuous sound perception/discrimination and verbal speech ability.
Valid driver's license required.
Occasional travel and irregular hours may be required.
Occasional exposure to dust and poor ventilation.
Strong computer and application skills.
Excellent oral, written, grammar and communication skills.
Problem solving skills.
Must be bondable.
DISCLAIMER
The information in this position description has been designed to illustrate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties and responsibilities and/or qualifications required of any employee assigned to this position.
Qualifications
Education, Training and Experience:
High school diploma or the equivalent.
Lending /loan processing experience desired.
Financial Service experience desired.
Sales/Service experience desired.
$28k-52k yearly est. 11d ago
Universal Banker II - Bryn Mawr
Firstrust 4.3
Personal banker job in Bryn Mawr, PA
* Join our team as a Universal Banker and unlock endless opportunities for personal and professional growth. As a Universal Banker, you will be the face of our bank, delivering world-class service and building lasting relationships with our valued customers. The primary function of this role is to be the single point of contact for walk-in customers, fulfilling sales, service and referral needs for a seamless customer experience. Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions. Duties will include operating a Universal Banker terminal; cross-selling Bank products; processing customer and Bank transactions; handling large sums of cash and maintaining assigned limits; cash settlement; additional responsibilities in support of branch leadership and goals as well as other related functions.
At our bank, we take pride in developing our employees and providing them with the tools and support they need to succeed. If you have a passion for helping others, a knack for numbers, and a drive to excel, we want you on our team!
JOB DUTIES AND RESPONSIBILITIES:
Greet customers with a warm and friendly smile, creating a welcoming atmosphere that reflects our commitment to exceptional service specifically embracing and demonstrating MAGIC of customer service strategies.
Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions.
Process transactions efficiently and accurately such as deposits, withdrawals, loan payments, and account inquiries, ensuring accuracy and compliance with banking regulations.
Handling large sums of cash and maintaining assigned limits; cash settlement; supervisory responsibilities in support of branch leadership and goals.
Educate customers on our wide range of banking products and services, helping them make informed decisions that meet their financial needs and sales goals.
Build strong relationships with customers, taking the time to understand their unique financial situations and offering personalized solutions including opening deposit products and selling consumer credit products with an NMLS License.
Identify opportunities to cross-sell bank products and services, maximizing customer satisfaction and contributing to the bank's growth.
Stay up to date with industry trends and product knowledge, attending training sessions and workshops to enhance your skills and expertise.
Collaborate with team members and other departments to ensure seamless integration of services and provide exceptional customer experiences.
May be asked to attend quarterly Job Family meetings in corporate headquarters.
Adhere to banking regulations and compliance standards, maintaining the highest level of integrity and confidentiality in all transactions.
Embrace a culture of continuous improvement, actively seeking feedback and implementing strategies to enhance operational efficiency and customer satisfaction. Continuously looks for ways to contribute to the overall team performance.
Proactively resolves all customer issues. Will work with a sense of urgency to meet and exceed customers' needs and expectations, while taking ownership and accountability of customer issues and complaints.
Responsible for sales goals to expand the customer base through consultative sales techniques. Will build relationships and sell consumer credit products with an NMLS license with a strong understanding of basic features and benefits of all Firstrust products and services.
Reports on teller differences daily.
Will assist Universal Supervisor, verify cash shipments, conduct teller, vault and ATM audits as needed.
Will comply with all opening and closing procedures.
PHYSICAL AND SENSORY REQUIREMENTS:
Prolonged periods sitting at a desk and working on a computer.
Candidate must have the ability to learn and sell bank products and services.
Must have the ability to function in a financial institution/branch environment and utilize standard office equipment.
The ideal candidate must be outgoing and proactive with strong listening and verbal communications skills.
Some physical requirements include but are not limited to lifting heavy coin trays and standing or sitting for prolonged periods of time while working on a computer.
Willingness to travel locally to attend training or support bank staffing needs.
POTENITAL ON-THE-JOB-RISKS:
None identified.
EDUCATION, TRAINING AND EXPERIENCE:
High School diploma or equivalent. Additional education in finance or related field a plus.
Minimum of two years of face-to-face customer service experience, preferably in a banking or retail environment with cash handling experience.
PC Literacy. Experience with Sales force or comparable Customer Relationship Management system a plus.
Ability to navigate multiple software applications.
NMLS or Notary a plus.
Proficient in using banking software and technology, with a high level of accuracy in cash handling and transaction processing preferred.
Knowledge of banking regulations and compliance standards preferred.
Knowledgeable of Bank products such as Mortgages, Auto Loans, Home Equity
Strong interpersonal and communication skills, with the ability to build rapport and establish trust with customers.
Detail-oriented with excellent organizational and multitasking abilities.
Excellent judgment, decision, and problem-solving skills.
Ability to maintain confidentiality, use tact and diplomacy.
Ability to adapt to changing priorities and work effectively in a fast-paced environment.
Positive attitude, with a genuine passion for helping others and providing exceptional customer service.
Commitment to personal and professional growth, with a desire to learn and develop new skills.
Professional demeanor and appearance, reflecting our bank's commitment to excellence.
$30k-35k yearly est. 15d ago
Personal Banker Foulk & Naamans Branch
Wells Fargo 4.6
Personal banker job in Wilmington, DE
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate PersonalBanker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 2024 Naamans Rd, Wilmington, Delaware 19810
Posting End Date:
4 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$28k-40k yearly est. 1d ago
Universal Banker - Washington
Unity Bank 4.3
Personal banker job in Washington, NJ
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
Drives proactive sales and service conversations through inbound and outbound interactions.
Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
Count, organize, and safeguard cash and other negotiable bank items.
Assist customers with inquiries and solve problems in a professional and courteous manner.
Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
Open new accounts ensuring all required documentation is obtained and is accurate.
Comply with all established policies and procedures.
Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
Completes transactions accurately and ensure the safety of the bank
Travel required for meetings, community involvement and assistance covering local branches.
Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
College degree preferred, not required.
Prior cash handling or customer service experience
Must be extremely organized and detail
Must work well in a fast-paced, team environment.
Excellent communication skills, both written and verbal, are
Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Physical Requirements
Ability to sit for long periods of time up to 75% of work hours.
Ability to use hands to grasp, handle or feel.
Ability to use computer keyboard and system to enter data and process information.
Ability to read a computer screen at a close distance.
Ability to communicate, hear, and see.
Ability to use telephone to communicate with others.
Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, etc.
Working Conditions
Moderate sound as in business office with office machines, computers, and people traffic.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$29k-34k yearly est. 9d ago
Entry-Level Financial Representative
Evolution Financial Group
Personal banker job in Media, PA
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Maintain compliance with industry regulations and licensing requirements.
Utilize marketing tools and resources to grow your client base.
Attend hybrid meetings, including in-person team collaboration, as required.
Offer solutions in insurance, asset accumulation, and retirement planning.
Qualifications:
No prior experience in finance is required-comprehensive training is provided.
Competitive mindset with a history of leadership or achievement.
Strong interpersonal and communication skills.
Must be authorized to work in the US.
Self-motivated, coachable, and driven to succeed.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$36k-72k yearly est. 14d ago
Universal Banker I
Century Savings Bank 4.6
Personal banker job in Gibbstown, NJ
Under the general supervision of the assigned manager, the Universal Banker position is a position that performs both Teller and Platform duties. The responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers' needs by processing a variety of financial transactions including but not limited to cross selling, tele-consulting, developing business relationships, servicing accounts, check cashing, withdrawals, deposits, and loan payments and/or greeting customers. The Universal Banker may also research and resolve account issues or customer inquiries, promotes organizational products and services by referring current or prospective customers to other departments within the organization. The Universal Banker follows the established policies and procedures for this area, in accordance with the bank and supervisor's direction. This position includes but is not limited to the following responsibilities:
Role and Responsibilities
Ā· Manages a cash drawer on a daily basis, balancing all monies in cash drawers at the end of shifts. Evaluates transactions and checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents. Transactions are completed accurately and courteously while adhering to operational procedures, referring questions to supervisor as needed.
Ā· Promptly and cordially greets individuals as they enter the branch, promoting strong customer and client interactions and building relationships, participating in cross-selling, and offering new products and features in accordance with our Customer Service Standards of Excellence.
Ā· Places applicable holds on accounts, ensuring immediate supervisory review.
Ā· Provides access to safe deposit boxes.
Ā· Demonstrates positive risk management decisions (including displaying a strong knowledge of guidelines for fraud prevention and robbery) while maintaining a work area that ensures the safety of all negotiable and confidential records.
Ā· Reports any suspicious activity and performs all daily functions as outlined in the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank's customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.
Ā· Performs ATM/coin machine settlement and customer assistance.
Ā· Supplements general platform service responsibilities as required.
Ā· Coordinates specific work tasks with other personnel within the office as well as with other departments in order to ensure the smooth and efficient flow of information.
Ā· Answers customer inquiries (both in-person and via telephone) about account types and banking products, such as CD's, money market accounts, and debit cards.
Ā· Researches and resolves customer problems, acting as the customer liaison between other bank departments as necessary.
Ā· Assists in creating Customer Identification File (CIF) records.
Ā· Ensures operational and financial safety and soundness.
Ā· Displays a spirit of teamwork and dedication to the goals and objectives of the bank.
Ā· Performs other related duties as assigned.
See attached job description for additional detail.
$28k-32k yearly est. 27d ago
Senior Relationship Banker
First National Bank (FNB Corp 3.7
Personal banker job in Rising Sun, MD
Primary Office Location: 6 Pearl Street. Rising Sun, Maryland. 21911. Join our team. Make a difference - for us and for your future. Senior Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, strategies, programs, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales goals set by the Branch Manager. Incorporate FNB digital products & services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Assists with the management of daily sales activity, assisting with pre-shift sales huddles, and monitoring and measuring sales results.
Completes operational duties of branch as assigned by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
1
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Compensation Grade:
NEX10
Pay Range:
$21.41 - $35.69
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$21.4-35.7 hourly Auto-Apply 31d ago
Financial Services Representative State Farm Agent Team Member
Jim Little-State Farm Agent
Personal banker job in Media, PA
Job DescriptionBenefits:
401(k) matching
Competitive salary
Training & development
Insurance Sales Representative Sales Team Member Now Inviting Candidates to Apply Join a winning insurance and financial services team. Apply to my sales Sales Team Member Position and be coached to earn at a high level based on your hard work.
Unexpected events happen. We are looking for team members who want to be involved in the lives of others to help them plan against the financial impact that occurs when the unexpected happens.
We are hiring new team members who have a passion for finding customers who want a professional to help them understand the best insurance and financial products that will save them from a financial disaster when the unexpected happens.
This is a rewarding career for the right person. If you have what it takes, you will enjoy a higher income that pays you for working hard and achieving results. We will teach you the skills of insurance planning, selling, and building a strong clientele who will send you referrals and continue to purchase products from you as their life grows.
A few years of hard work in this industry helps you build career security and learn skills that will last a lifetime.
If you have the following personality traits, character traits, attitudes, and motivations, we invite you to try out for our team.
A desire to be trained to sell, to set goals, and to execute a plan of finding customers who want you to help them plan for the future and the unexpected.
You are confident in your abilities and an optimistic person who believes that your actions can positively impact your future. You can imagine success then create it. You dont blame other people and circumstances for your challenges.
You like people and have a strong desire to help them.
You are intelligent and are willing to study and learn the necessary skills, to gain an insurance license, to learn our products, and learn to use our computer systems.
Your character is your strength. You are honest, hard-working, treat other people the way you want to be treated, and you take responsibility for your actions and your future.
You are motivated to gain financial independence by being paid for your results, so you have disciplined yourself to not get distracted by unproductive activities.
You see selling and building customers as a worthy profession. You have researched State Farm and realize the value of service and quality products that we bring to customers.
You can serve others by listening to their challenges, discovering their needs, presenting quality solutions, then getting their commitment to take your advice.
You can gain customers based on the service and quality products that you recommend; even though, you may not always have the lowest price. You can get them to buy because they trust you and your service, not price.
If you have what it takes, we will train you to use our proven systems, and you can create the following future for yourself:
Career Benefits:
Base Salary plus a very lucrative commission program.
401k Plan including Health benefits.
Great bonus potential for top performers
Incentive paid travel opportunities
Paid time off - vacation, personal time, sick time and Holidays paid
Outstanding preparation if you aspire to be a State Farm agent in the future
Extensive training available
$29k-55k yearly est. 11d ago
Relationship Banker
SECU 4.2
Personal banker job in Millington, MD
Job Description
The SECU pledge: Be relevant and significant, day in and day out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.
What You'll Do.
As a Relationship Banker, you embrace SECU's brand and deliver financial education to our members and communities. Your day may start with consulting with members about their banking needs, reviewing current banking relationships, following up with a member about a business loan, or strategizing to help a member save for college, a home, wedding or other significant life milestone. You may find yourself at a business or other community event talking to participants about financial literacy or SECU offerings. Alternatively, you may head out to SECU volunteer events and earn up to 12 hours paid time off per quarter.
Every day offers the chance to demonstrate your engaging personality and ability to build emotional connections to nurture diverse, inclusive relationships and networks within SECU and the communities we serve. In that effort, you will promote financial literacy, the credit union movement and our talent brand. The result: increased member loyalty from your dynamic passion for doing the right thing, showing empathy, compassion and heart, and by being authentic and knowledgeable about SECU banking products and services.
Who knew being a Relationship Banker could be so much fun and impactful? Whatever the occasion calls for, know that at the end of the day, you made a positive difference in the lives of those you touched. Purpose. Meaning. Heart. All differentiators at SECU.
What We're Looking For.
Consultative sales experience in a financial or banking industry role, with a proven record of accomplishment building customer loyalty and expanding financial literacy and well-being.
Demonstrated ability to goal attainment through strong familiarity of retail banking products and services.
What You'll Get.
Join Team SECU and become relevant and significant, day in and out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.
SECU is Maryland's largest Credit Union and our guiding principles define our culture. We are member centered and employee focused, know relationships generate outcomes, choose right over easy, and put the heart in banking.
Apply today and be part of our journey!
In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes:
Compensation Information: Based on experience, qualified candidates could be hired as a Member Advisor I or Member Advisor II
Member Advisor I/Relationship Banker I
Hourly Pay Range: Min. $21.35 - Max. $32.02
Member Advisor II/Relationship Banker II
Hourly Pay Range: Min. $24.62 - Max. $39.42
Final offer will be based on years of experience and education
Other Compensation Includes:
Quarterly incentives based on productivity goals
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And moreā¦2025 SECU Benefit Guide
To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers
If you're interested in a challenging and rewarding career, then SECU is for you!
SECU is an Equal Opportunity Employer
$30k-34k yearly est. 21d ago
Relationship Banker - Wilmington Market
Bank of America Corporation 4.7
Personal banker job in Wilmington, DE
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a personal banker earn in Newark, DE?
The average personal banker in Newark, DE earns between $25,000 and $53,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Newark, DE
$37,000
What are the biggest employers of Personal Bankers in Newark, DE?
The biggest employers of Personal Bankers in Newark, DE are: