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Senior Banker - Orem Financial Center
Bank of America 4.7
Personal banker job in Provo, UT
Provo, Utah
**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
**Responsibilities:**
+ Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
+ Assists, educates, and trains clients on conducting simple transactions through self-service technologies
+ Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
+ Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
+ Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
**Required Qualifications:**
+ Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
+ In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
+ 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
+ Confident in identifying solutions for helping new and existing clients based on their needs
+ Strong written and verbal communications skills
+ Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
+ Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
+ Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Associate's Degree or Bachelor's Degree in business, finance or a related field
+ Experience working in a financial center where goals were met or exceeded
+ Retail and/or sales experience in a salary plus incentive environment
+ Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
+ Experience with financial information, spreadsheets and financial skills
+ Knowledge of banking products and services
+ Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
**Skills:**
+ Active Listening
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$34k-65k yearly est. 2d ago
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Universal Banker
Utah First Credit Union 4.2
Personal banker job in Bountiful, 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 Woods Cross, 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
JobID: 210702010 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$40k-79k yearly est. Auto-Apply 14d ago
Universal Banker / Teller
Canyon View Credit Union
Personal banker job in Holladay, 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.
$18.8 hourly 24d ago
Sales / Finance Representative
Lease End
Personal banker job in Lehi, UT
Lease End is revolutionizing the auto leasing industry and is rapidly growing across the nation! Our Vision is to be the only loved end of lease experience in the nation! Weve created a way for someone who has leased a vehicle to finalize that lease from the comfort of their home, instead of dealing with the headache of the car dealership! Last year we were on the Inc 5000 list for fastest growing companies in the nation! Our standards are simple: stay customer focused, get 1% better daily, keep it lean, have fun, and get the job done!
Job Description:
If youre a team player who wants to make a big impact, this Sales Representative role with hot leads at Lease End is for you. You will be given approved credit applications and your job is to call the customer, review their approval, sell them additional products (VSC & GAP Insurance), and get all documentation signed!
Benefits:
Consistent schedule
Competitive pay structure with uncapped commissions
Exciting incentives to recognize your hard work
Ongoing training and opportunities for career advancement
Joining a reputable brand with a success focused team
Responsibilities:
Take approved credit applications and convert them into Lease End Customers
Follow guidelines within our software to get the correct documents signed
Be detail oriented so all paperwork is completed properly
Ensure the customer has a 5-star sales experience using our services
Requirements:
Work in office at our Lehi location 5 days a week
Ability to properly help the customer understand the benefits of purchasing VSC and Gap insurance with the purchase of their vehicle
Ability to adapt to the customers needs
Demonstrated professionalism and strong interpersonal skills.
Proven ability to be metrics and results driven!
Why Join Us?
At Lease End, we foster an environment that values growth, excellence, and team satisfaction. If youre ready to improve your life and work hard, join Lease End. We value employee growth and excellence in all we do.To apply, please submit your application below, and well be in touch soon.
Job Type:
Full-time
Pay: Commission averaging $7,000 - $14,000 ++ per month
$52k-82k yearly est. 30d ago
Private Client Banker - One Utah - Salt Lake City, UT
JPMC
Personal banker job in Salt Lake City, 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: **************************************************************************
$29k-52k yearly est. Auto-Apply 60d+ ago
Branch Banker
First Utah Bank 4.1
Personal banker job in Salt Lake City, UT
$500 Signing Bonus Available
Starting Pay $19-$23/hr, Depends on Experience
Branch Bankers provide stellar customer service, exhibit digital competency, and foster deposit growth.
Experience and Skills:
Provide stellar customer service by greeting visitors, answering phones, maintaining a friendly/respectful demeanor, and ultimately providing solutions by performing basic transactions (cashing checks, making deposits, opening new accounts).
Offer appropriate products and solutions (including Treasury Management and Merchant Card Services), provide tech support for online/mobile banking, and connect customers with appropriate departments for additional expertise as needed
Increase deposit growth through 2x2x2 follow up, completing calling lists, and cross-selling during in-branch visits
Maintain comprehensive knowledge of duties, regulations, and bank policies & procedures by completing assigned training in a timely manner
Focus on community involvement by serving on and/or supporting local charities, chambers, and business partners (attend functions, answer questions, and build relationships)
Rotate with other Branch Bankers to cover Branch Opening/Closing duties as needed
Utilize excellent communications skills (both verbal and written)
High School Diploma (or equivalent) is required
2 years branch banking or similar customer service experience is desired
Benefits
Benefit package includes Medical, Dental, and Vision Insurance, 401k plan plus employer match, 13 paid holidays, PTO, Company-Paid Disability and Life Insurance, FSA option, Tuition Reimbursement, Career Development and Promotion Opportunities (based on available openings, performance, and ability), employee events, monthly bonuses, etc.
fmlaen.pdf (FMLA Poster)
Polygraph Protection Act employee rights
Know Your Rights: Workplace discrimination is illegal
Applicants have rights under Federal Employment Laws
$19-23 hourly 28d ago
Universal Banker / Teller
University Federal Credit Union 4.1
Personal banker job in Holladay, 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.
$18.8 hourly 25d ago
Financial Counseling Representative I
R1 Revenue Cycle Management
Personal banker job in Salt Lake City, 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.
Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.
To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.
Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.
Here's what you can expect working as a Financial Counseling Associate:
* You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.
* You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.
* This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.
* We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.
Requirements:
* High School Diploma or GED
* Excellent customer service skills
* Compassionate communication
For this US-based position, the base pay range is $18.00 - $25.44 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
Visit us on Facebook
#tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
$18-25.4 hourly Auto-Apply 14d ago
Personal Banker, Mountain View District
W.F. Young 3.5
Personal banker job in Farmington, 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 PersonalBanker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
12 W. State Street, Farmington, UT 84025
320 E. Gentile, Layton, UT 84041
1435 N. Hill Field Rd., Layton, UT 84041
250 N. Main St., Kaysville, UT 84307
Posting End Date:
8 Feb 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$30k-34k yearly est. Auto-Apply 20d ago
Financial Service Representative (Teller)
Cyprus Credit Union 3.7
Personal banker job in Salt Lake City, UT
Job Description
Join Our Team as a Part-Time Member Service Representative (Teller) for Our Northern Branches!
Are you passionate about developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused environment that emphasizes building connections, fostering, professional growth, and teamwork? If you're ready to make an impact with a respected financial institution that prioritizes its members and employees, this is your chance to shine!
At Cyprus Credit Union, our team is the heart of everything we do. We're dedicated to creating a culture where every employee feels valued, supported, and inspired to succeed. That's why we offer:
Competitive pay with opportunities for bonuses and incentives.
A bilingual pay increase for English/Spanish speakers.
Comprehensive benefits, including health, dental, vision, life insurance, and more.
Retirement savings plans like 401k.
Generous PTO from day one, with additional time off for your birthday and volunteer work.
Tuition reimbursement for ongoing education and professional development.
A vibrant, inclusive environment focused on community impact and sustainability.
It's no surprise we've been recognized as one of the BEST credit unions to work for from 2020 to 2025!
What Makes Working at Cyprus Special? As a Member Service Representative, you're more than just a teller-you're a trusted partner in our members' financial journeys. You'll build relationships, educate members about our products and services, and ensure every interaction leaves them feeling valued and supported. Through our innovative "career pathing" programs, we'll help you grow your skills, advance your career, and make an impact.
What You'll Do:
Be a Financial Guide: Engage members in meaningful conversations to uncover their financial goals, challenges, and opportunities.
Promote Solutions: Share our diverse suite of products and services, such as savings accounts, loans, and investment options, tailored to help members achieve their unique financial aspirations.
Educate and Empower: Help members understand the value of our offerings and how they can make informed decisions for a secure financial future.
Drive Member Success: Offer proactive solutions to address immediate needs and anticipate future opportunities, creating a pathway for long-term financial well-being.
Execute Transactions: Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience.
Be a Trusted Partner: Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support.
Your Skills & Experience:
Education: A high school diploma or equivalent (or work release papers).
Service Mindset: You excel at connecting with people, understanding their needs, and presenting tailored solutions. Previous experience in customer service or sales is a plus, highlighting your ability to deliver exceptional results and create value for members.
Relationship Builder: You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals.
Persuasive Communicator: Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success.
Empathetic Listener: You know how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation.
Team Player with a Positive Attitude: Enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment.
Passion for Helping Others: A genuine desire to guide members toward financial solutions that enrich their lives.
Your Schedule: This part-time role offers a set schedule: Monday-Friday, 1:00 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge!
Why Wait? Your Future Starts Here! At Cyprus Credit Union, we believe in fostering an environment where both our members and employees can thrive. If you're ready to be part of a team that celebrates success, encourages growth, and makes a difference in the community,
apply today
!
$24k-32k yearly est. 11d ago
Personal Banker, Mountain View District
Wells Fargo 4.6
Personal banker job in Layton, 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 PersonalBanker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
**In this role you will:**
+ Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
+ Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
+ Receive direction from managers and exercise judgement within defined policies and procedures
+ Develop understanding of bank products and services to connect to customers' needs
+ Interact with customers to demonstrate care and build relationships
+ Provide appropriate options for bank products and services to customer
+ Refer customers' financial needs to other bankers and partners as needed
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Customer service focus with experience handling complex transactions across multiple systems
+ Experience proactively engaging with customers through outreach via phone or email
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to help customers succeed financially by offering introductions to additional team members as appropriate
+ Experience working with others on a team to meet customer needs
+ Experience fostering and developing strong customer relationships
+ Ability to build strong relationships with internal partners
+ Ability to follow policies, procedures, and regulations
+ Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
+ Ability to interact with integrity and professionalism with customers and team members
+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
+ Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Support customers and employees in resolving or escalating concerns or complaints
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting Location(s):**
+ **12 W. State Street, Farmington, UT 84025**
+ **320 E. Gentile, Layton, UT 84041**
+ **1435 N. Hill Field Rd., Layton, UT 84041**
+ **250 N. Main St., Kaysville, UT 84307**
**Posting End Date:**
8 Feb 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-514653
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) (Bilingual Preferred) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $17.50- $20.00
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
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.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
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.
$17.5-20 hourly Auto-Apply 37d ago
new
Courts Coasters
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].
$29k-37k yearly est. 60d+ ago
Entry-Level Financial Representative
Cambridge Financial Network
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.
$24k-36k yearly est. 29d ago
Senior Banker
Bank of America 4.7
Personal banker job in Provo, UT
American Fork, Utah;Provo, Utah; Spanish Fork, Utah; Saratoga Springs, Utah
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************
**:**
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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
**Responsibilities:**
+ Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
+ Assists, educates, and trains clients on conducting simple transactions through self-service technologies
+ Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
+ Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
+ Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
**Required Qualifications:**
+ Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
+ In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
+ 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
+ Confident in identifying solutions for helping new and existing clients based on their needs
+ Strong written and verbal communications skills
+ Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
+ Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
+ Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Associate's Degree or Bachelor's Degree in business, finance or a related field
+ Experience working in a financial center where goals were met or exceeded
+ Retail and/or sales experience in a salary plus incentive environment
+ Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
+ Experience with financial information, spreadsheets and financial skills
+ Knowledge of banking products and services
+ Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
**Skills:**
+ Active Listening
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$34k-65k yearly est. 3d ago
Universal Banker
Utah First Credit Union 4.2
Personal banker job in Sandy, UT
Are you ready to make a significant impact on customers' financial well-being? Join Utah First Credit Union's vibrant team at our Sandy, 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!
$20-22 hourly 7d ago
Relationship Banker - Spanish Required - Salt Lake City, Utah - Salt Lake Central Market
Jpmorganchase 4.8
Personal banker job in Salt Lake City, 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: ****************************************************************
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: **************************************************************************
$29k-51k yearly est. Auto-Apply 60d+ ago
Universal Banker / Teller
Canyon View Credit Union
Personal banker job in Riverton, 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.
How much does a personal banker earn in Salt Lake City, UT?
The average personal banker in Salt Lake City, UT earns between $27,000 and $42,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Salt Lake City, UT
$34,000
What are the biggest employers of Personal Bankers in Salt Lake City, UT?
The biggest employers of Personal Bankers in Salt Lake City, UT are: