Trader
Personal banker job in Sandy, UT
About Us
Diversify Advisor Network is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at **************************
About the Position
The Trader role works alongside the other members of the Diversify Asset Management trade team in executing investment strategies and professionally managing client portfolios. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.
Your Impact:
Trade Execution: Trade equities, ETFs, bonds, and other securities. Rebalance client accounts according to rebalancing protocols.
Data Analysis and Validation: Review and validate large data sets. Conduct post-trade account reviews, trade reconciliations, and other operational tasks.
Database Maintenance: Help maintain the integrity and accuracy of the trading database.
Process Improvement: Drive initiatives to enhance efficiency and optimize workflows. Proactively seek ways to improve the team's processes.
Versatility: Perform various data projects as needed to support the team's goals.
Who You Are
Bachelor's degree in finance, business, or a related field.
Trading experience is strongly preferred.
Proficiency with Orion's trading platform and/or custodial trading platforms is strongly preferred.
Technical aptitude for process improvement and data analytics is strongly preferred.
Self-starter who can efficiently multitask and prioritize a variety of projects.
Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships.
Collaborative mindset with a commitment to contributing to team success.
Your Toolkit
High proficiency in Microsoft Office is required. Advanced Excel and data analytic capabilities are preferred.
Top-tier quantitative skills and insatiable intellectual curiosity.
Ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
Detail oriented with an ownership mentality towards the quality of your work.
Self-starter with excellent organizational skills and the ability to multitask effectively.
Benefits
Core Benefits - Medical with HSA and FSA options, dental, and vision.
Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
Great Team Culture - Team members consistently rave about having great colleagues.
Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
Join Us Now!
If you're ready to fast-track your investment career, apply now for Diversify's Trader position!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify Advisor Network is An Equal Opportunity Employer--M/F/D/V
Private Client Banker - Sandy South Towne - Sandy, Utah
Personal banker job in Sandy, UT
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: **************************************************************************
Auto-ApplyUniversal Banker
Personal banker job in Cottonwood Heights, UT
Are you ready to make a significant impact on customers' financial well-being? Join Utah First Credit Union's vibrant team at our Cottonwood Heights, Utah branch as a full-time, 40-hours-a-week Universal Banker. We're on the lookout for individuals passionate about delivering exceptional service and helping customers navigate their financial journey. Branch hours for this role are between 8:00 AM to 7:00 PM Mon-Fri and 9:00 AM to 3:00 PM rotating Saturdays.
Why Choose Us?
We value our employees and offer Universal Banker competitive compensation, between $20 and $22 per hour, depending on experience with additional incentives tied to loan production. Our comprehensive benefits package includes health insurance, generous parental and medical leave, ample paid time off, paid holidays, tuition reimbursement, a 401(k) plan, and ongoing training opportunities. Join a supportive team environment where your contributions are recognized and rewarded.
A Day in the Life of a Universal Banker
As a Universal Banker, you'll be at the forefront of providing personalized service to our customers. Your responsibilities include processing transactions, assisting with loan applications, promoting credit union products, and exceeding monthly loan production targets. You will interact with customers in-person and over the phone, delivering exceptional experiences that ensure your success.
Universal Banker Qualifications
High school diploma or equivalent, minimum age: 18, previous experience in customer service and financial services, knowledge of consumer lending practices, strong proficiency in cash handling.
If you're detail-oriented, customer-centric, and thrive in a collaborative environment, we encourage you to apply. At Utah First Credit Union, we're committed to fostering a culture of growth and development, where every team member has the opportunity to succeed.
About Us
Utah First Credit Union has a rich history dating back to 1935, rooted in community engagement and building lasting relationships. Our mission is to make a positive impact on the lives of our customers and employees alike. Join a forward-thinking organization that values diversity, inclusivity, and continuous improvement.
Ready to Join Our Team?
Take the first step towards a rewarding career as a Universal Banker by completing our brief application today. Utah First Credit Union is proud to be an Equal Opportunity/Affirmative Action Employer, committed to excellent service and providing a supportive work environment for all employees. We use eVerify. We look forward to welcoming you aboard!
ions, including E-Verify requirements. We look forward to welcoming you to our team!
Part Time (20 Hours) Associate Banker, Draper Crossing Branch, Draper, UT
Personal banker job in Draper, UT
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyUniversal Banker / Teller
Personal banker job in Saratoga Springs, UT
Full-time Description
Hours: 9:00 am - 6:00 pm, Monday - Friday, w/some Saturdays 9:00 am - 2:00 pm.
Pay: $18.75/hr. or possibly higher depending on experience.
Your Purpose will be:
Every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world-class service.
The person in this position of Financial Service Representative (FSR) will function in various roles depending on the need of the branch, like the duties of a Teller, Banker, and Loan Officer. This person will help members by processing transactions, identifying members' needs and offering solutions. This person will have a dedicated focus to increase member satisfaction and account retention by providing world-class service.
What you'll do:
Actively listen to identify the financial needs and goals of our members.
Process, deposits, withdrawals, payments, wire transfers, and other member transactions accurately and efficiently in accordance with established policies and procedures.
Examine checks presented and determine hold requirements.
Maintain a professional and courteous attitude during transactions.
Be highly knowledgeable of all Credit Union products and services.
Develop and maintain new and existing member relationships and ensure that their needs are met through world class service.
Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
Makes outbound calls to members for onboarding and relationship building.
Offer solutions for members' financial needs by cross-selling products and services.
Answer basic inquiries regarding interest rates, fees and account histories while complying with disclosure requirements, regulations, and privacy policies.
Refers members that have Real Estate, Commercial Loan, and Wealth Management needs.
Provide all information and documents needed for loan decisions honestly and accurately.
Acquires necessary documentation to support loan application.
Understands the Bank Secrecy Act and how it is applied.
Other duties as assigned.
This Job posting is a condensed version of a fuller job description. Additional details can be provided upon request.
Perks for you:
Affordable health insurance with employer HSA contributions.
14.47% 401(k) contribution (no matching necessary).
18 PTO days each year.
12 paid holidays.
Opportunity for advancement and career growth.
Ongoing paid training opportunities.
Discounts on Credit Card interest rates.
Discounts on Mortgage Loan fees.
Plus other employee banking perks.
Requirements
The experience you need to succeed:
High School diploma, G.E.D, or other equivalent.
6 months of similar or related experience preferred.
Effective communication skills.
Proficient with standard office business machinery and software.
Working knowledge to Microsoft Word/Excel/Outlook.
Previous cash handling experience.
Work Environment & Physical Requirements:
Works primarily in a branch office environment with occasional trips to field environment locations. This includes but is not limited to various outdoor and indoor climates, public venues, and driving conditions.
While performing the duties of this job, the employee may regularly need to: see, talk, hear, and perform repetitive movements with arms, hands, and fingers to handle, feel, grasp and reach. A computer, phone -possibly including a smart phone, and standard office equipment are normal tools for this position. Specific vision abilities that may be required by this job include close vision and distance vision. The employee may at times also need to: climb, balance, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 50 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Universal Banker / Teller
Personal banker job in Saratoga Springs, UT
Hours: 9:00 am - 6:00 pm, Monday - Friday, w/some Saturdays 9:00 am - 2:00 pm. Pay: $18.75/hr. or possibly higher depending on experience. Your Purpose will be: Every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world-class service.
The person in this position of Financial Service Representative (FSR) will function in various roles depending on the need of the branch, like the duties of a Teller, Banker, and Loan Officer. This person will help members by processing transactions, identifying members' needs and offering solutions. This person will have a dedicated focus to increase member satisfaction and account retention by providing world-class service.
What you'll do:
* Actively listen to identify the financial needs and goals of our members.
* Process, deposits, withdrawals, payments, wire transfers, and other member transactions accurately and efficiently in accordance with established policies and procedures.
* Examine checks presented and determine hold requirements.
* Maintain a professional and courteous attitude during transactions.
* Be highly knowledgeable of all Credit Union products and services.
* Develop and maintain new and existing member relationships and ensure that their needs are met through world class service.
* Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
* Makes outbound calls to members for onboarding and relationship building.
* Offer solutions for members' financial needs by cross-selling products and services.
* Answer basic inquiries regarding interest rates, fees and account histories while complying with disclosure requirements, regulations, and privacy policies.
* Refers members that have Real Estate, Commercial Loan, and Wealth Management needs.
* Provide all information and documents needed for loan decisions honestly and accurately.
* Acquires necessary documentation to support loan application.
* Understands the Bank Secrecy Act and how it is applied.
* Other duties as assigned.
This Job posting is a condensed version of a fuller job description. Additional details can be provided upon request.
Perks for you:
* Affordable health insurance with employer HSA contributions.
* 14.47% 401(k) contribution (no matching necessary).
* 18 PTO days each year.
* 12 paid holidays.
* Opportunity for advancement and career growth.
* Ongoing paid training opportunities.
* Discounts on Credit Card interest rates.
* Discounts on Mortgage Loan fees.
* Plus other employee banking perks.
Requirements
The experience you need to succeed:
* High School diploma, G.E.D, or other equivalent.
* 6 months of similar or related experience preferred.
* Effective communication skills.
* Proficient with standard office business machinery and software.
* Working knowledge to Microsoft Word/Excel/Outlook.
* Previous cash handling experience.
Work Environment & Physical Requirements:
* Works primarily in a branch office environment with occasional trips to field environment locations. This includes but is not limited to various outdoor and indoor climates, public venues, and driving conditions.
* While performing the duties of this job, the employee may regularly need to: see, talk, hear, and perform repetitive movements with arms, hands, and fingers to handle, feel, grasp and reach. A computer, phone -possibly including a smart phone, and standard office equipment are normal tools for this position. Specific vision abilities that may be required by this job include close vision and distance vision. The employee may at times also need to: climb, balance, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 50 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Personal Banker Salt Lake South
Personal banker job in Sandy, UT
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 Personal Banker (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):
Canyon Center - 9311 S 2000 E, SANDY, UT 84093
Fashion Place - 6099 S State St, MURRAY, UT 84107
Jordan Landing - 3889 W CAMPUS VIEW DR, WEST JORDAN, UT 84084
Brighton - 1985 E 7000 S, SALT LAKE CITY, UT 84121
South Towne - 10010 S State St, SANDY, UT 84070
Bell Canyon - 10625 S 13th E, SANDY, UT 84094
Ninetieth South - 2640 W 9000 S, WEST JORDAN, UT 84088
Daybreak Express Center - 5474 W Daybreak Pkwy Ste G100, SOUTH JORDAN, UT 84009
South Jordan District - 11426 S Parkway Plaza Dr Ste 100, SOUTH JORDAN, UT 84095
Midvale Riverwalk - 7169 S Bingham Junction Blvd Ste 10, MIDVALE, UT 84047
Riverton - 1750 W 12600 S, RIVERTON, UT 84065
Fort Union - 995 E FORT UNION BLVD, MIDVALE, UT, 84047
Posting End Date:
7 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplySenior Premier Banker - Kimball & Cottonwood/Holladay
Personal banker job in Salt Lake City, UT
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 a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
* Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
* Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
* Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
* Escalate banking related issues or business risks that require an in-depth evaluation
* Advise customers on various aspects of recommended and available financial options and services
* Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
* Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
* Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
* Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
* Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
* Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
* Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
* 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 SAFE. 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:
* 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 3+ years of experience building and maintaining effective relationships with customers and partners
* 3+ years of experience recommending products and services
Desired Qualifications:
* Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
* Experience recommending financial services products and services
* Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
* State Insurance license(s)
* 3+ years of experience in a licensed financial services position
* Customer service focus with experience handling complex transactions across multiple systems
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Excellent verbal, written, and interpersonal communication skills
* Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
* Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
* Ability to follow policies, procedures, and regulations
* Ability to educate and connect customers to technology and share the value of self-service digital banking options
* Experience using strong business acumen to provide financial services consultation to small business customers
* Knowledge and understanding of financial services consumer lending products
* Ability to interact with integrity and professionalism with customers and employees
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Experience mentoring and peer-coaching others
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Adherence to Wells Fargo sales practices risk management culture
* Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
* For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
* State Insurance license(s) are required for this role and must be completed within a specified period
* Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
* Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. 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):
* 6480 N Highway 224 Park City, UT
* 4711 Highland Dr Salt Lake City, UT
Posting End Date:
2 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Financial Counseling Rep I
Personal banker job in Riverton, UT
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration
The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications.
In this role, the successful candidate must display a strong sense of patient care and attention to detail.
Responsibilities:
Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment.
Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
Contact insurance carriers or other sources and act as an advocate for the patient.
Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved.
Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations.
Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
Maintain accurate documentation of pre-processing information.
Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
Perform all other duties and projects as assigned.
Required Qualifications:
High school diploma is required
At least one year of call center experience
Attention to detail
Strong customer service experience
Ability to multi-task and navigate between multiple systems simultaneously
Ability to handle a large volume of incoming calls
Desired Qualifications:
Spanish Bi-Lingual
Previous experience as a financial counselor with background in medical terminology preferred
Understanding of State and Federal assistance
Physical Requirements:
See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands.
Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment.
Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations.
Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc.
Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).
For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
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Auto-ApplyRelationship Banker
Personal banker job in American Fork, UT
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.
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.
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
Financial Services Representative (Bilingual Preferred)
Personal banker job in Salt Lake City, UT
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative (Bilingual Preferred) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $18- $19.75
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-Applynew
Personal banker job in Park City, UT
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Job Drug Screening Disclaimer
[Your Company Name] is committed to maintaining a safe and healthy work environment for all employees and ensuring the safety and well-being of our clients and customers. To achieve this goal, we have implemented a drug-free workplace policy that includes pre-employment drug screening. All job offers are contingent upon the successful completion of a drug test and background check.
Drug Screening Policy:
Pre-Employment Testing: All candidates who receive a conditional offer of employment will be required to undergo a drug test. The drug test will be conducted in accordance with applicable laws and regulations and will screen for the presence of illegal drugs and controlled substances.
Legal Substance Use: We recognize that some substances may be legally prescribed or used under the supervision of a licensed healthcare professional. If you are using prescription medications or legal substances, it is your responsibility to disclose this information to the testing facility and provide appropriate documentation if necessary.
Confidentiality: The results of the drug test will be kept confidential and will only be shared with individuals who need the information to make employment decisions. [Your Company Name] will not share this information with unauthorized parties.
Withdrawal of Job Offer: A positive drug test result, refusal to take the test, or tampering with the test will result in the withdrawal of the job offer. If a job offer is withdrawn due to a positive drug test result, the candidate will not be eligible for employment with [Your Company Name] for a period of time specified in our policy.
By accepting a job offer from [Your Company Name], you consent to undergo drug testing and understand the implications of the drug screening process. We appreciate your cooperation and understanding regarding our commitment to maintaining a drug-free workplace.
Thank you for your interest in joining [Your Company Name].
Entry-Level Financial Representative
Personal banker job in South Jordan, UT
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, 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.
Utilize marketing tools and resources to grow your client base.
Work with clients to assess financial needs and develop personalized strategies.
Provide guidance on insurance, investments, and retirement planning.
Engage in structured coaching, mentorship, and training programs.
Qualifications:
Self-motivated, coachable, and driven to succeed.
Excellent communication and relationship-building abilities.
No prior financial experience is required, and comprehensive training is included.
Demonstrated leadership or a proven track record of success.
Must be authorized to work in the US.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our 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.
Manager, Risk & Compliance - Consumer Compliance and AML -Open Banking
Personal banker job in Salt Lake City, UT
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager, Risk & Compliance - Consumer Compliance and AML -Open Banking
The Services team and solutions fuel growth for partners globally by providing cutting edge services in the areas of Customer Acquisition and Engagement, Security Solutions, Business and Market Insights, and Open Banking. Focused on thinking big and scaling fast, our agile sales team is responsible for end-to-end solutions for a diverse global customer base including retailers, airlines, hotels, tourism agencies, public sector entities, restaurants, consumer goods and telecom companies.
Leveraging Mastercard's global payments network, our account-to-account business provides domestic and cross-border solutions to enable the frictionless future of payments. We help our customers leverage rich messaging functionality and applications to capture business and consumer payment flows both domestically and cross-border; offer solutions to connect, enable, and safeguard the Open Banking ecosystem, and protect banks and their customers from financial crime. All this is supported by account-based data insights and consulting to help our clients optimize their payment strategies across the world. The Open Banking team is looking to expand its product offerings on a global basis.
At Mastercard we are committed to the highest standards of ethics and integrity. Ethics and Compliance are at the core of our company values and are essential to both the personal success of every Mastercard employee and to the success of the company. The Compliance Manager, Open Banking, Risk and Compliance, will be responsible for supporting our Consumer products, Consumer Reporting Agency requirements and conducting Anti-Money Laundering (AML) related activities as part of the customer monitoring and investigation process. Working under general supervision of the Director of Compliance, this role will leverage an existing understanding of Consumer Compliance & AML/CFT practices and data analysis skills, including extracting and preparing data, drawing conclusions, performing complex research, assessing risk factors and supporting other strategic compliance activities.
Role
* Align compliance strategy and priorities with Senior Management and Board
* Assess Compliance Risk Appetite and advise on appropriate actions to address areas outside of risk appetite through review of risks, controls, MIS and operational dashboards
* Partner with Sales, product teams and functional partners to assess consumer financial & AML risks, design and timely implementation of compliance controls
* Represent Consumer Compliance on critical regulatory matters. Collaborate with internal partners including Legal, Regulatory, Technology, and others to address compliance issues
* Lead investigations of financial crime or breaches of compliance programs and support High risk customer due diligence escalations and risk assessment activities
* Lead design, implementation and ongoing operation of compliance systems and tools
* Support transaction monitoring systems, including data acquisition, development of new rules, rule optimization, and machine learning integration
* Represent Consumer Compliance on critical regulatory matters. Collaborate with internal partners including Legal, Regulatory, Technology, and others to address compliance issues
* Drive development of consumer compliance & AML training and guidance materials for internal and external stakeholders and partners
* Maintain subject matter expertise and ongoing awareness of requirements of applicable consumer laws and industry best practices (Including but not limited to GLBA, UDAAP, FCRA, AML and other related laws and regulations)
All About You
* Knowledge of Compliance laws, rules, regulations, risks and typologies
* Experience in banking or financial operations, payments industry, risk management or compliance related field
* Proficiency in consumer regulations required (e.g., FCRA, UDAAP, GLBA, etc.) and BSA/AML/OFAC
* Knowledge of Compliance Risk & Controls concepts and functions within financial services
* Ability to interpret regulations and guidance to assess impact and develop practical operational procedures to ensure ongoing compliance
* Adaptable to unexpected changes in expectations or requirements
* Demonstrate a high degree of self-motivation, independence, organization, time management, and attention to detail
* Knowledge and experience of Open Banking products is a plus
Compliance certification, e.g. CAMS and/or CRCM or industry equivalent preferred
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
Salt Lake City, Utah: $103,000 - $165,000 USD
Auto-ApplyTrader
Personal banker job in Sandy, UT
Job DescriptionSalary:
About Us
Diversify Advisor Network is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at **************************
About the Position
The Trader role works alongside the other members of the Diversify Asset Management trade team in executing investment strategies and professionally managing client portfolios. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.
Your Impact:
Trade Execution: Trade equities, ETFs, bonds, and other securities. Rebalance client accounts according to rebalancing protocols.
Data Analysis and Validation: Review and validate large data sets. Conduct post-trade account reviews, trade reconciliations, and other operational tasks.
Database Maintenance: Help maintain the integrity and accuracy of the trading database.
Process Improvement: Drive initiatives to enhance efficiency and optimize workflows. Proactively seek ways to improve the teams processes.
Versatility: Perform various data projects as needed to support the team's goals.
Who You Are
Bachelors degree in finance, business, or a related field.
Trading experience is strongly preferred.
Proficiency with Orions trading platform and/or custodial trading platforms is strongly preferred.
Technical aptitude for process improvement and data analytics is strongly preferred.
Self-starter who can efficiently multitask and prioritize a variety of projects.
Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships.
Collaborative mindset with a commitment to contributing to team success.
Your Toolkit
High proficiency in Microsoft Office is required. Advanced Excel and data analytic capabilities are preferred.
Top-tier quantitative skills and insatiable intellectual curiosity.
Ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
Detail oriented with an ownership mentality towards the quality of your work.
Self-starter with excellent organizational skills and the ability to multitask effectively.
Benefits
Core Benefits - Medical with HSA and FSA options, dental, and vision.
Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
Great Team Culture - Team members consistently rave about having great colleagues.
Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
Join Us Now!
If you're ready to fast-track your investment career, apply now for Diversifys Trader position!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify Advisor Network is An Equal Opportunity Employer--M/F/D/V
Universal Banker
Personal banker job in Salt Lake City, UT
Job Description
Are you ready to make a significant impact on customers' financial well-being? Join Utah First Credit Union's vibrant team at our Cottonwood Heights, Utah branch as a full-time, 40-hours-a-week Universal Banker. We're on the lookout for individuals passionate about delivering exceptional service and helping customers navigate their financial journey. Branch hours for this role are between 8:00 AM to 7:00 PM Mon-Fri and 9:00 AM to 3:00 PM rotating Saturdays.
Why Choose Us?
We value our employees and offer Universal Banker competitive compensation, between $20 and $22 per hour, depending on experience with additional incentives tied to loan production. Our comprehensive benefits package includes health insurance, generous parental and medical leave, ample paid time off, paid holidays, tuition reimbursement, a 401(k) plan, and ongoing training opportunities. Join a supportive team environment where your contributions are recognized and rewarded.
A Day in the Life of a Universal Banker
As a Universal Banker, you'll be at the forefront of providing personalized service to our customers. Your responsibilities include processing transactions, assisting with loan applications, promoting credit union products, and exceeding monthly loan production targets. You will interact with customers in-person and over the phone, delivering exceptional experiences that ensure your success.
Universal Banker Qualifications
High school diploma or equivalent, minimum age: 18, previous experience in customer service and financial services, knowledge of consumer lending practices, strong proficiency in cash handling.
If you're detail-oriented, customer-centric, and thrive in a collaborative environment, we encourage you to apply. At Utah First Credit Union, we're committed to fostering a culture of growth and development, where every team member has the opportunity to succeed.
About Us
Utah First Credit Union has a rich history dating back to 1935, rooted in community engagement and building lasting relationships. Our mission is to make a positive impact on the lives of our customers and employees alike. Join a forward-thinking organization that values diversity, inclusivity, and continuous improvement.
Ready to Join Our Team?
Take the first step towards a rewarding career as a Universal Banker by completing our brief application today. Utah First Credit Union is proud to be an Equal Opportunity/Affirmative Action Employer, committed to excellent service and providing a supportive work environment for all employees. We use eVerify. We look forward to welcoming you aboard!
ions, including E-Verify requirements. We look forward to welcoming you to our team!
Job Posted by ApplicantPro
Relationship Banker - Orem - Orem, Utah
Personal banker job in Orem, UT
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyPart Time (30 Hours) Associate Banker, Spanish Fork Branch, Spanish Fork, UT
Personal banker job in Spanish Fork, UT
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyPersonal Banker North Central Utah
Personal banker job in Salt Lake City, UT
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.
About this role:
Wells Fargo is seeking an Associate Personal Banker (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):
Bountiful - 280 W 1500 S, Bountiful, UT 84010
Centerville - 32 W Parrish Lane, Centerville, UT 84014
East Broadway - 381 E Broadway, Salt Lake City, UT 84111
Foothill - 1290 S Foothill Dr, Salt Lake City, UT 84108
Kearns - 3981 W 4700 S, Kearns, UT 84118
Magna - 8295 W 3500 S, Magna, UT 84044
Marketplace at 18th - 1860 S 300 W, Salt Lake City, UT 84115
Rose Park - 783 N Redwood Rd, Salt Lake City, UT 84116
University - 235 S 1300 E, Salt Lake City, UT 84102
Valley Fair - 3691 S 2700 W, West Valley, UT 84119
Wells Fargo Center - 299 South Main Street, Salt Lake City, UT 84111
Woods Crossing - 2493 S Wildcat Way, Woods Cross, UT 84010
Positions may not be available at all branch locations outlined in this posting.
Posting End Date:
8 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyRoaming Universal Banker / Teller
Personal banker job in Salt Lake City, UT
Full-time Description
Hours: 9:00 am - 6:00 pm, Monday - Friday, w/some Saturdays 9:00 am - 2:00 pm.
Pay: $19.75/hr. depending on experience + opportunity for quarterly bonus and incentive
This is a roaming position, one must have the ability to travel to different locations on short notice. Monthly gas stipend offered.
General Summary:
The person in this position of Specialist Financial Service Representative will function in various
roles depending on the needs of the branch. This person will help members by processing
transactions, identifying members' needs and offering solutions. This person needs to have the
ability to work at all branch locations and be able to change locations at a moment's notice. This
person will strive to increase member satisfaction and account retention. Also, every employee
is responsible for fulfilling our Mission Statement: To improve the financial well-being of our
members, while providing world class service.
Essential Duties & Responsibilities:
Actively listen to members to identify financial needs and goals.
Offer solutions by cross-selling products and services.
Maintain a professional and courteous attitude during transactions.
Accurately process member transactions. (Deposits, payments, withdrawals, checks, cash, etc.)
Create relationships with our members to ensure their needs are met.
Ensure a high level of member service is achieved and maintained.
Assist branches when needed with Relationship Calls.
Be highly knowledgeable of all Credit Union products and services.
Refers members that have Real Estate, Commercial loans, and Wealth Management needs.
Answer inquiries regarding interest rates, fees, and account histories while complying with disclosure requirements, regulations, and privacy policies.
Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
Be punctual to assist with opening/closing procedures.
Follow the Member Service Roadmap.
Participate in the Making the Difference Index Step-Up program.
Follows on-boarding member interactions with thank you cards/notes in M1 and reassigning to branch management for completion.
Provides all information and documents needed for loan decisions honestly and accurately.
Acquires necessary documentation to support loan applications.
Comply with all regulations as required by law, including but not limited to the Bank Secrecy Act,
Truth in Savings, OFAC, FACT Act, GLBA, Regulation CC, and other regulations as it relates to this position.
Assist in operational function of the branch.
Assist in ensuring the security of the branch is maintained.
Ensure all Credit Union policies and procedures are followed.
Ability to travel to all branch locations.
When traveling to branches, remain courteous and respectful by following their dress-code guidelines given by the manager.
Create a working relationship with each branch location.
Other duties as assigned.
Perks for you:
Affordable health insurance with employer HSA contributions.
14.47% 401(k) contribution (no matching necessary).
18 PTO days each year.
12 paid holidays.
Opportunity for advancement and career growth.
Ongoing paid training opportunities.
Discounts on Credit Card interest rates.
Discounts on Mortgage Loan fees.
Plus other employee banking perks.
Requirements
The experience you need to succeed:
Six to twelve months of similar or related experience in a financial banking institution / Credit Union strongly preferred.
Must have High School diploma or equivalent G.E.D.
Understand Basic Computer Functions
Effective communication skills.
Cash Handling experience.
Working knowledge to Microsoft Word/Excel.
Must have a consistent and reliable source of transportation.
Work Environment & Physical Requirements:
Works primarily in a branch office environment, with occasional trips into field environment locations. This includes but is not limited to various outdoor and indoor climates, public venues, and driving conditions.
While performing the duties of this job, the employee may regularly need to: see, talk, hear, and perform repetitive movements with arms, hands and fingers to handle, feel, grasp and reach. A computer, phone, and standard office equipment are normal tools for this position. Specific vision abilities that may be required by this job include close vision and distance vision. The employee may at times also need to: climb, balance, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 50 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.