Financial Representative
Personal Banker Job 16 miles from Orangevale
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 per week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Proprietary Equity Traders Wanted
Personal Banker Job 16 miles from Orangevale
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 the heart of New York City's 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 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Personal Banker (Floating)
Personal Banker Job 3 miles from Orangevale
TITLE: RETAIL SUPPORT SPECIALIST III (FLOATING BANKER)
STATUS: NON-EXEMPT
DEPARTMENT: FOLSOM BRANCH
REPORTS TO: BRANCH MANAGER
PAY SCALE: $22.00 - $29.00 PER HOUR
We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills and have the ability to cross-sell products and services for our Retail Support Specialist III (Floating Banker) position housed at our Folsom branch. The Retail Support Specialist III (Floating banker) floats between our seven Sacramento-area branches as a Banker based on business needs. This individual must have a valid driver's license and if hire, must be able to provide proof of insurance. An individual who derives satisfaction and accomplishment from assisting others with their financial needs would be successful in our environment.
The selected individual will be scheduled to work 37/40-hours a week:
Monday 8:30 am - 6:30 pm
Tuesday 8:30 am - 6:30 pm
Wednesday 8:30 am - 6:30 pm
Thursday 8:30 am - 6:30 pm
Friday 8:30 am - 6:30 pm
Saturday 9:30 am - 2:30 pm (alternating off)
Sunday OFF
RESPONSIBILITIES INCLUDE:
Performs Teller functions, as well as opens new accounts and loans.
Serves as a primary source of contact for all loan products.
Assessing members' financial needs and advising members on the products and services of benefit to them
Submit, process and fund consumer loan applications.
Obtain and evaluate credit reports, calculate debt-to-income ratios on consumer loan applicants, calculate how much of loan applicant's debt is secured/unsecured
Determine collateral needs and payment plans for consumer loan applicants
Meet credit union consumer lending criteria for loan funding limits
Mentor and train branch staff in loan and deposit products and services.
Provide notary and medallion stamp service to members.
Assist at other branches as needed.
MINIMUM QUALIFICATIONS:
High School Diploma or G.E.D.
Two-to-five-year experience in a financial institution in a customer service position is desired.
Working knowledge of financial services products and basic lending practices is desired.
Demonstrated sales ability in either a financial institution or retail store is highly desirable.
Demonstrated computer skills and familiarity with software programs such as Word, Excel, MeridianLink, Loans PQ and others.
Demonstrated inter-personal communication and member contact skills.
Maintains good attendance record.
Must have reliable transportation.
Our excellent benefits package includes medical, dental, vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more for full-time employees.
Enterprise Bank & Trust-Various Positions
Personal Banker Job 16 miles from Orangevale
Guiding people to a lifetime of financial success
Since our founding, Enterprise Bank & Trust has focused on serving the lifetime financial needs of our clients. We empower privately held businesses to succeed, helping families to secure their financial futures, and invest to advance the quality of life in the communities we serve. We know that every business-and every person-is unique. We're built on trusted, personal relationships, so we get to know you in a way the large financial institutions don't. That's why the relationship we develop, together, fuels our ability to tailor our banking, trust and financial advisory services to your unique needs.
Enterprise Bank & Trust is headquartered in Clayton, Missouri. We operate more than 40 branch offices in Arizona, California, Florida, Kansas, Missouri, Nevada and New Mexico, and loan production offices across the country. We provide a range of business and personal banking services, as well as wealth management services including financial planning, estate planning, investment management* and trust services to businesses, individuals, institutions, retirement plans and nonprofit organizations, and specialty banking, such as third-party escrow, community association (HOA), property management and SBA lending. Our parent company, Enterprise Financial Services Corp, is a publicly-traded company with its common stock traded on the Nasdaq Stock Market under the symbol "EFSC."
We encourage you to get to know Enterprise. Let us get to know you, too. Because together, there's no stopping you!
Retail Banker
Personal Banker Job 16 miles from Orangevale
If you are looking to provide top retail banking performance and service excellence in an upbeat positive setting, we are looking for you! Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is looking for an eager and friendly experienced Retail Banker to work at our Point West branch in Sacramento.
At Bank of Marin our Retail Bankers play a valuable role in a branch team. They must be consistent in providing prompt, courteous, and efficient customer service, while helping to match financial products to the needs of our customers. The Retail Banker is responsible for consistently selling Bank services and products, while also making qualified referrals to Bank partners. Their secondary role will be to provide support in areas as needed in the branch. We're seeking a high performer who has the ability to listen, analyze and interpret data and to resolve problems and build strong customer relationships. Bank of Marin is a community-based commercial bank where you will learn how to support the financial needs of some of the most successful local businesses while additionally having the opportunity to do community service on the job for our many non-profit clients.
Professional Experience:
A minimum of 2 years banking experience is required. Ability to work at various locations if necessary. Computer literacy required.
Educational Experience:
High school diploma or general education degree (GED) and or one year certificate from college or technical school; or equivalent combination of education and experience.
The hiring pay range for this position is $19.27 to $35.04. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.
The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.
Bank of Marin is an equal opportunity employer. EOE AA M/F/Vet/Disability
Bilingual Spanish Personal Banker
Personal Banker Job 49 miles from Orangevale
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Stockton, CA at the Stockton branch.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $47,840.00 - $66,125.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 11/12/2024, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Private Client Banker - Cook NW Market - Elk Grove Village, IL
Personal Banker Job 20 miles from Orangevale
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: **************************************************************************
Personal Banker
Personal Banker Job 36 miles from Orangevale
We re looking for a Personal Banker to join our Dixon team! As a Personal Banker, you ll be responsible for delivering the highest quality of service to our customers by assessing their needs. You ll have the chance to put
People First
, show
Absolute Integrity
, all with a
Zest for Excellence
!
Responsibilities Include
Offer superior service to our customers through prompt, efficient, courteous, and professional interactions. Refers customers to appropriate person or department as needed
Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
Supports branch cash responsibilities such as shipment, balancing and reconciliation
Resolves customer complaints and concerns. Properly escalates concerns to supervisor and reports complaints as needed
Process debit card requests, complete stop payments and check holds for new and existing customers.
Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer s overdraft option request and document information on our core system
Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank s policies and procedures
Partner with branch leadership to maintain operational integrity while mitigating risk for the Bank and customers, per the standards of the Bank
Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
Be a resource to train new and existing employees as needed
Open and service Retail, Business, trusts, CD and IRA accounts for new and existing customers.
Answers business account inquiries without assistance
Assists with approvals within assigned limits
Meets established sales goals / referrals
What You ll Need to be Successful
Accuracy and Thoroughness strong attention to detail
Communication excellent verbal, written and interpersonal communication skills
Customer Service manage difficult or emotional customer situations; respond promptly to customer needs
Initiative eagerness to learn and a drive for continuous improvement
Professionalism ability to be professional and empathetic in all interactions
Teamwork maintain a positive working relationship with your team members
Adaptability willing and able to be flexible and adapt to changing job requirements
Qualifications
High School Diploma/GED
Minimum 1 year of prior experience in financial services with experience in cross-sales/new accounts required
Proficient in all Microsoft Office suite of products
Eagerness to learn and a drive for continuous improvement.
Excellent verbal, written and interpersonal communication skills
Ability to be professional and empathetic in all interactions.
Willing and able to be flexible and adapt to changing job requirements.
Technically savvy with PCs and email systems.
Why You Should Apply
Full-time position with excellent compensation and benefits package
Generous time off programs
Bonus program
Profit-sharing
Discounted stock purchase program
Excellent growth and development opportunities
And much more!
Pay Range (Hourly): $20.00-$22.00/hour
The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
Banking Specialist III-Sales
Personal Banker Job 8 miles from Orangevale
Details Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch.
What You Will Be Doing
Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center.
Working towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
(In-Store branches) Should cultivate relationship with retail store associates.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required).
Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered.
Helping commercial and small business clients/prospects with product questions, account support and various other tasks.
Assisting with wire transfers and other operational duties, as needed.
Helping coach Banking Specialist I and II on products, services, policies and procedures.
What Do You Need for this Position?
High School Diploma or Equivalent
Previous cash-handling experience preferred
Minimum of 24 months of sales and/or banking experience preferred
NMLS registry required
Proven sales skills
Good analytical skills
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
About Us
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making.
Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business.
Additional Details
The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is $23.75 - $30.00
Part Time (30 hours) Associate Banker Auburn Branch, Auburn, CA
Personal Banker Job 17 miles from Orangevale
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
**Job responsibilities**
+ Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
+ Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
+ Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
+ Assists clients and the branch team by helping with new account openings when needed
+ Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
**Required qualifications, capabilities, and skills**
+ 6+ months of customer service experience
+ High school diploma or GED equivalent
**Preferred qualifications, capabilities, and skills**
+ Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
+ Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
+ Strong desire and ability to influence, educate, and connect customers to technology
+ Cash handling experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Auburn,CA $22.50 - $26.11 / hour
Consumer And Business Banking, Senior Relationship Banker, Ridley, Folsom, PA
Personal Banker Job 3 miles from Orangevale
Country: United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects.
USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets.
Essential Functions/Responsibility Statements:
* Put the customer at the center of everything you do, deepen relationships and make connections during every interaction.
* Engage customers through proactive, outbound calling for both service and relationship deepening opportunities.
* Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future.
* Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need.
* Independently manage a portfolio comprised of both High Value consumer clients and Small Business customers with annual revenue up to $3MM.
* Recommend the best needs based solution; deliver solutions directly as well as introduce key partners (i.e. Investment, Mortgage etc.) when appropriate.
* Participates in joint calling with Product partners to generate and deepen relationships with business customers.
* Build trust and deliver solutions by setting expectations and meeting commitments.
* Develop relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers.
* Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate for resolution when appropriate.
* Ensure compliance with all bank policies, procedures and regulatory requirements.
*
* Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
* Bachelor's Degree: Business Management, Finance, or equivalent field.
Work Experience:
* 5+ Years Experience in a customer facing environment including a minimum of 2+ years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships.
Skills and Abilities:
* Strong financial acumen; general knowledge of consumer and small business products, and small business lending.
* Motivated to help people achieve financial goals.
* Exceptional listening and communication skills in person and over the phone
* Ability to work effectively in a team environment, building strong relationships with colleagues and business partners.
* Ability to use critical thinking to solve problems and provide solutions to customer issues.
* Demonstrated proficiency using the phone to engage with customers
* Basic computer skills.
EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply.
Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$52,500.00 USD
Maximum:
$87,500.00 USD
Universal Banker
Personal Banker Job 38 miles from Orangevale
River Valley Community Bank is a premier community bank, committed to meeting the needs of our clients with relationship-oriented products and services while creating an environment for our employees to develop and prosper producing enhanced shareholder value. At our bank you will be part of a welcoming and collaborative team, all of whom take great satisfaction in the confident and efficient delivery of banking solutions that drive an exceptional client experience. We take great pride in the trust we have earned and relationships we have established with our customers. We are also proud of and support our employee involvement in community activities and volunteerism in the markets we serve.
SUMMARY OF THE POSITION
Universal Banker's builds and deepens relationships with new and existing clients. Strong client relationships are the result of an enriched client experience, based on trust, and a willingness to find the best possible financial solutions. Bankers provide this service by assessing and attending to clients' banking needs, obtaining, and processing client and account information, demonstrating, and educating clients on available deposit products and services, and recommending solutions based on each client's unique goals and needs. They build and foster relationships with clients by curiously listening and asking questions about financial needs. They leverage available resources and technologies to optimize the client experience, serving the clients with operational excellence and accuracy. Bankers are expected to follow fraud prevention and security procedures; adhere to Bank's policies and procedures; and assist other co-workers as needed.
DUTIES AND RESPONSIBILITIES
Business Development and client outreach.
Understand new and existing client financial needs and explain how to get the greatest possible value from the bank's products and services.
Knowledgeable about the bank's products and services.
Analyze current customer relationships and proactively contact customers with recommendations to help them achieve financial success.
Open deposit and saving products while seeking to find multiple solutions to create the best client experience.
Issue Official checks, Visa gift cards, Visa Travel Money cards, and other drafts.
Accurately process deposits, checks, payments, and other transactions.
Customer service functions involve the receipt and payment of money.
Ensure accurate and timely processing of transactions for bank clients.
Balance daily work in accordance with established policies and procedures.
Support clients with account needs and maintenance.
Ask existing clients for referrals.
Active community service to include participating in community organizations and events.
Lead by example and help motivate the team in current bank promotions and goals by sharing successes.
Keep records and track business calls and sales results.
Help resolve service issues at the branch level or leverage bank resources to guarantee customer satisfaction and retention.
Protect Bank's assets by following security policies and adherence to overall bank policies, including CIP and BSA.
Understand and follow all security procedures to prevent losses.
Complete required annual Regulatory Compliance training.
Handle coins and currency up to 50lbs.
Universal Banker I
Entry level position.
Prefer one-year cash handling.
Spend 100% of time at the teller line handling transactions.
Proficient in math.
Experience working with others on a team to meet client needs.
Willingness to make bank product and service recommendations.
Ability to meet and interact comfortably with the public.
Strong listening skills.
Recognize potential loss risk.
Basic knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
Organizational and time management skills.
Strong verbal and written communication skills.
Self-motivated.
Ability to analyze and solve problems in a timely manner.
Ability and willingness to follow policies, procedures, and regulatory banking requirements.
Universal Banker II
Two years cash handling.
Spend 85% of time at the teller line handling transactions.
Proficient in math.
Experience working with others on a team to meet client needs.
Willingness to make bank product and service recommendations.
Ability to meet and interact comfortably with the public.
Strong listening skills.
Recognize potential loss risk.
Knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
Strong organizational and time management skills.
Strong verbal and written communication skills.
Self-motivated.
Ability to analyze and solve problems in a timely manner.
Ability and willingness to follow policies, procedures, and regulatory banking requirements.
Universal Banker III
Three years of customer service experience or equivalent.
Three or more years of cash handling experience.
Accurately process deposits, checks, payments, and other transactions.
Spends 60% of time at the teller line handling transactions.
Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
Self-motivated banker who has the proven ability to meet growth goals by adding value to the prospect and client's experience.
Detail oriented with an ability to analyze and solve basic and more complex problems in a timely manner.
Ability to open consumer and basic business bank deposit accounts.
Excellent interpersonal skills.
Excellent organizational and time management skills.
Strong verbal and written communication skills
Strong listening skills.
Proficient knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
Ability and willingness to follow policies, procedures, and regulatory banking requirements.
Universal Banker IV
Five years' banking customer service experience or equivalent.
Proven ability to develop and maintain courteous and professional long-term relationships with clients by delivering extreme value in all relationships.
Well-defined sales process to identify client needs.
Self-motivated banker who has the proven ability to meet growth goals by adding value to the prospect and client's experience.
Provides operational support and oversight.
Proficient in opening business and consumer bank deposit accounts.
Ability to handle operational transactions, including cash handling.
Leadership skills to inspire an atmosphere of cooperation and teamwork among peers.
Excellent organizational and time management skills.
Strong verbal and written communication skills
Strong listening skills.
Detail oriented with an ability to analyze and solve basic and complex problems in a timely manner.
Advance knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
Ability and willingness to follow policies, procedures, and regulatory banking requirements.
Spends limited time on the teller line handling transactions.
Universal Banker V
Seven years' banking customer service experience or equivalent.
Proven ability to develop and maintain courteous and professional long-term relationships with clients by delivering extreme value in all relationships.
Master of a proven, well-defined sales process to identify client needs.
Self-motivated banker who has the proven ability to meet growth goals by adding value to the prospect and client's experience.
Highly proficient in opening business and consumer bank deposit accounts.
Ability to handle operational transactions, including cash handling.
Advanced leadership skills to inspire an atmosphere of cooperation and teamwork among peers.
Maintains current knowledge of competitor products, services, and current promotions.
Assists in branch call efforts by reviewing, updating, and calling prospect lists regularly.
Participates in community and professional relationships for the benefit of the Bank.
Excellent organizational and time management skills.
Strong verbal and written communication skills
Strong listening skills.
Detail oriented with an ability to analyze and solve problems in a timely manner.
Advance knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
Ability and willingness to follow policies, procedures, and regulatory banking requirements.
Spends very limited time on the teller line handling transactions.
Education
High School Diploma or equivalent.
Compensation
Base salary commensurate with experience and standard employee benefits package
Work Environment
Office environment requires sitting and/or standing for one or more continuous hours, some travel within the bank footprint for client appointments, bank meetings, and community events.
This job description is not intended to be all-inclusive. The employee may perform other duties as assigned to meet the ongoing needs of the organization. The job duties and supervisor reporting relationship are subject to change.
CA-WA Private Mortgage Banker (SAFE)
Personal Banker Job 16 miles from Orangevale
About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Participate in soliciting residential mortgages from various sources
* Produce high quality jumbo loans which are compliant and provide excellent customer service
* Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
* Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
* Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
* Understand real estate appraisals, title reports, and real estate transactions
* Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
* Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
* Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
* Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
* 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:
* 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Desired Qualifications:
* Basic Microsoft Office skills
* Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
* Excellent verbal, written, and interpersonal communication skills
* Mortgage industry experience
* Knowledge and understanding of sales prospecting and generating referrals
* Customer service experience
* Experience working with high net-worth clients
Job Expectations:
* 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
* 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
* Completion of formal position specific training programs
* Reliable transportation
* Ability to work nights, weekends, and/or holidays as needed or scheduled
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$0.00 - $0.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
20 Mar 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.
Relationship Banker
Personal Banker Job 18 miles from Orangevale
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
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.
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
* Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
* Bilingual - Spanish Preferred
* 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 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
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
Banker, Main
Personal Banker Job 34 miles from Orangevale
The Main Banker records transactions in the casino computer program and processes all disbursements and receipts of monies to or from the Casino Cage and/or Vault. The Main Banker issues operating banks and processes return banks from all cash handling outlets as well as issue Slot Jackpot payouts and Table Games chip fills. Will also work as a Cage Cashier as needed.
Responsibilities
• Ensure that each guest receives outstanding service by creating a friendly environment and following Jackson Rancheria Guest Service Guidelines.
• Responsible for balancing an assigned bank.
• Responsible for preparing and maintaining custody of daily bank deposits for pickup by the armored transport.
• Assures that Cage inventory is counted and balanced for assigned shift.
• Performs transfers with employees working in the vault and cashier cage.
• Provides proper security and accountability of Cage funds.
• Assures that all paperwork received during the shift is properly accounted for in casino computer program and is sent to auditors and accounting.
• Secures and maintains Casino Checkbook and register and assures proper documentation is received prior to issuing checks.
• Receive and verify all drops from soft count and reconcile paperwork.
• Issues Slot Jackpot payouts.
• Issues cash banks to various departments and processes returned banks, verifies cash, chips, etc. and compares to count sheet.
• Assures that proper documentation accompanies all transactions.
• Processes deposits from various revenue departments.
• Sorts and counts currency, checks, vouchers, refunds, gift certificates and other negotiable instruments.
• Enters all Slot tickets into computer database, which generates summaries of gaming machine payouts.
• Balances assigned chip inventory.
• Processes all chip fills and credits from Table Games.
• Perform coin and currency fills and/or drops from the Ticket Redemption Machines.
Processes the shift roll function in the casino computer gaming system.
• Updates guest accounts in casino computer system, and processes credit, safekeeping and front money transactions for casino guests.
• Makes change, redeems coupons, and cashes coin, checks, tickets and casino chips.
• Follows current guest, credit card, tribal and team member check policies.
• Ensures security of assigned funds by verifying that all payouts are performed accurately.
• Performs verification of funds for other Cashiers when requested.
• Assures that all items of value are secured prior to leaving work area.
• Calls for assistance when any transaction is suspicious.
• Tracks reportable transactions on the Cage MTLs and NILs in accordance with Title 31 requirements.
• Performs training or retraining of department employees as assigned.
• Complies with Cage policies and procedures.
• Responsible for reviewing postings daily for any procedural changes.
• Responsible for reviewing posted schedules daily to ensure proper attendance.
• Responsible for attending all mandatory training classes and department meetings.
• Will perform the job functions of Cage Cashier when assigned.
Qualifications
KNOWLEDGE SKILLS AND ABILITIES
• Basic to intermediate computer knowledge.
• Strong general mathematical knowledge.
• Proficient use of 10-key calculator.
EDUCATION and/or EXPERIENCE
• Minimum High School level education and typically a minimum of 6 months cash handling experience.
Pay range: $20.00 - $26.00 per hour
*Shift Differential: Non-Exempt employees will receive a $1.00 per hour shift differential for any hours worked between 10:00pm and 6:00am.
This is not a smoke free workplace. Although we employ state-of-the-art air filtration systems, cigarette smoke is in the work environment.
Financial Representative
Personal Banker Job 49 miles from Orangevale
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Personal Banker
Personal Banker Job 46 miles from Orangevale
We re looking for a Personal Banker to join our Vacaville team! As a Personal Banker, you ll be responsible for delivering the highest quality of service to our customers by assessing their needs. You ll have the chance to put
People First
, show
Absolute Integrity
, all with a
Zest for Excellence
!
Responsibilities Include
Offer superior service to our customers through prompt, efficient, courteous, and professional interactions. Refers customers to appropriate person or department as needed
Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
Supports branch cash responsibilities such as shipment, balancing and reconciliation
Resolves customer complaints and concerns. Properly escalates concerns to supervisor and reports complaints as needed
Process debit card requests, complete stop payments and check holds for new and existing customers.
Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer s overdraft option request and document information on our core system
Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank s policies and procedures
Partner with branch leadership to maintain operational integrity while mitigating risk for the Bank and customers, per the standards of the Bank
Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
Be a resource to train new and existing employees as needed
Open and service Retail, Business, trusts, CD and IRA accounts for new and existing customers.
Answers business account inquiries without assistance
Assists with approvals within assigned limits
Meets established sales goals / referrals
What You ll Need to be Successful
Accuracy and Thoroughness strong attention to detail
Communication excellent verbal, written and interpersonal communication skills
Customer Service manage difficult or emotional customer situations; respond promptly to customer needs
Initiative eagerness to learn and a drive for continuous improvement
Professionalism ability to be professional and empathetic in all interactions
Teamwork maintain a positive working relationship with your team members
Adaptability willing and able to be flexible and adapt to changing job requirements
Qualifications
High School Diploma/GED
Minimum 1 year of prior experience in financial services with experience in cross-sales/new accounts required
Proficient in all Microsoft Office suite of products
Eagerness to learn and a drive for continuous improvement.
Excellent verbal, written and interpersonal communication skills
Ability to be professional and empathetic in all interactions.
Willing and able to be flexible and adapt to changing job requirements.
Technically savvy with PCs and email systems.
Why You Should Apply
Full-time position with excellent compensation and benefits package
Generous time off programs
Bonus program
Profit-sharing
Discounted stock purchase program
Excellent growth and development opportunities
And much more!
Pay Range (Hourly): $20.00-$22.00/hour
The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
Banking Specialist III-Sales
Personal Banker Job 8 miles from Orangevale
Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch.
What You Will Be Doing
* Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
* Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center.
* Working towards achievement of branch and individual sales and referral goals.
* Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
* Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own.
* Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
* (In-Store branches) Should cultivate relationship with retail store associates.
* Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
* Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
* Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
* Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required).
* Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered.
* Helping commercial and small business clients/prospects with product questions, account support and various other tasks.
* Assisting with wire transfers and other operational duties, as needed.
* Helping coach Banking Specialist I and II on products, services, policies and procedures.
CA-WA Private Mortgage Banker (SAFE)
Personal Banker Job 16 miles from Orangevale
About this role:
Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role you will:
Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
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:
2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Desired Qualifications:
Basic Microsoft Office skills
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Knowledge and understanding of sales prospecting and generating referrals
Customer service experience
Experience working with high net-worth clients
Job Expectations:
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
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
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$0.00 - $0.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
20 Mar 2025
*
Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.
Banker, Main
Personal Banker Job 34 miles from Orangevale
The Main Banker records transactions in the casino computer program and processes all disbursements and receipts of monies to or from the Casino Cage and/or Vault. The Main Banker issues operating banks and processes return banks from all cash handling outlets as well as issue Slot Jackpot payouts and Table Games chip fills. Will also work as a Cage Cashier as needed.
Responsibilities
• Ensure that each guest receives outstanding service by creating a friendly environment and following Jackson Rancheria Guest Service Guidelines.
• Responsible for balancing an assigned bank.
• Responsible for preparing and maintaining custody of daily bank deposits for pickup by the armored transport.
• Assures that Cage inventory is counted and balanced for assigned shift.
• Performs transfers with employees working in the vault and cashier cage.
• Provides proper security and accountability of Cage funds.
• Assures that all paperwork received during the shift is properly accounted for in casino computer program and is sent to auditors and accounting.
• Secures and maintains Casino Checkbook and register and assures proper documentation is received prior to issuing checks.
• Receive and verify all drops from soft count and reconcile paperwork.
• Issues Slot Jackpot payouts.
• Issues cash banks to various departments and processes returned banks, verifies cash, chips, etc. and compares to count sheet.
• Assures that proper documentation accompanies all transactions.
• Processes deposits from various revenue departments.
• Sorts and counts currency, checks, vouchers, refunds, gift certificates and other negotiable instruments.
• Enters all Slot tickets into computer database, which generates summaries of gaming machine payouts.
• Balances assigned chip inventory.
• Processes all chip fills and credits from Table Games.
• Perform coin and currency fills and/or drops from the Ticket Redemption Machines.
Processes the shift roll function in the casino computer gaming system.
• Updates guest accounts in casino computer system, and processes credit, safekeeping and front money transactions for casino guests.
• Makes change, redeems coupons, and cashes coin, checks, tickets and casino chips.
• Follows current guest, credit card, tribal and team member check policies.
• Ensures security of assigned funds by verifying that all payouts are performed accurately.
• Performs verification of funds for other Cashiers when requested.
• Assures that all items of value are secured prior to leaving work area.
• Calls for assistance when any transaction is suspicious.
• Tracks reportable transactions on the Cage MTLs and NILs in accordance with Title 31 requirements.
• Performs training or retraining of department employees as assigned.
• Complies with Cage policies and procedures.
• Responsible for reviewing postings daily for any procedural changes.
• Responsible for reviewing posted schedules daily to ensure proper attendance.
• Responsible for attending all mandatory training classes and department meetings.
• Will perform the job functions of Cage Cashier when assigned.
Qualifications
KNOWLEDGE SKILLS AND ABILITIES
• Basic to intermediate computer knowledge.
• Strong general mathematical knowledge.
• Proficient use of 10-key calculator.
EDUCATION and/or EXPERIENCE
• Minimum High School level education and typically a minimum of 6 months cash handling experience.
Pay range: $20.00 - $26.00 per hour
*Shift Differential: Non-Exempt employees will receive a $1.00 per hour shift differential for any hours worked between 10:00pm and 6:00am.
This is not a smoke free workplace. Although we employ state-of-the-art air filtration systems, cigarette smoke is in the work environment.