Personal banker jobs in San Antonio, TX - 92 jobs

This position is responsible for generating Community Reinvestment Act (CRA) mortgage loans new business opportunities and providing superior mortgage services to customers in a professional manner. This involves being the contact for new or existing mortgage customers, working events outside the office to generate contacts, networks and sales referrals. Employees in this position will be responsible to manage their time, workflow, and output based on market demand for the mortgage products. Responsibilities include evaluating the borrower's financial condition and needs to determine the type of loan and terms that are most suitable for the borrower. Also responsible for judging suitability of borrowers and counseling the borrower on affordability of loan options. Primary Duties and Responsibilities: The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties. Bilingual in Spanish and English preferred Generate new business in the mortgage loan LMI area, working with the customer from the application process to the loan closing. Conduct loan interview with customer to obtain information necessary to complete the loan application and fulfill compliance requirements. Understand and maintain knowledge of all mortgage loan products, programs and terms that are available from the investors and government agencies, including FHA, VA, and in-house products. Determine loan suitability for the borrower based on borrower characteristics and needs, along with the characteristics of the specific property. Understand the borrower's full financial condition and payment terms to help determine capacity to repay the loan over the life of the loan. Supply customer with all necessary and appropriate compliance notices and disclosures. Submit loan package to mortgage loan processor for underwriting. Inform customer of loan approval or denial and necessary next steps. Schedule loan closing, ensuring our commitment to “never miss a closing”. Ensure proper documentation to enable the company to successfully sell the mortgage on the secondary market. Maintain knowledge of qualification, compliance and regulatory requirements for in-house mortgage loans and secondary market products. Comply with Fair Lending rules to ensure that actions do not create any potential for discrimination based on the products, pricing and terms that are offered to their borrowers. Identify needs and cross-sell or refer products and services to our mortgage and retail customer base; serve as the expert in providing the customer with the appropriate solutions to their financial needs. Develop and maintain a high level of product knowledge encompassing real estate products, retail deposit, and lending products and services. Participate in setting individual sales goals and initiatives to achieve those goals. Participate in outside sales events, such as open houses, networking events, meetings with realtors, and home shows to build prospects and network with other professionals in the home industry. Maintain active involvement in industry related organizations and community events. Maintain a professional relationship with realtors. Responsible for personal marketing strategy, materials and website, ensuring all are aligned with Encore Bank's marketing standards. Retain and expand existing customer relationships. Seek to develop a complete relationship with customers by proactively cross-selling products and services to both new and existing customers. Compile a complete financial inventory and assist the customer in determining their objectives. Meet with the customer to present a product solution. Coordinate the implementation of the product recommendations with appropriate product areas. Maintain quality service standards; take care of the customers' financial needs. Acknowledge and prioritize multiple customer demands to provide maximum service to all customers. Develop and consistently demonstrate professional cross-selling skills to maximize business opportunities. Work with product specialists to gain knowledge and experience with the different product areas. Represent Encore Bank in community organizations and activities. Assume responsibility for career growth and development. Actively pursue continuing education, reading, and self-development to enhance skills. Be flexible and adaptive when faced with changing needs of the customer. Build solid working relationships with team members, acting as a resource for others whenever possible. Recognize stressful nature of work and maintain professional composure, attitude, and behavior at all events. Type and Scope of Supervisory Responsibilities: This position has no supervisory responsibility Qualifications Skills and Q ualifications: Work Experience Required for this Job: 5+ years of Mortgage Lending experience 3+ years of Community Reinvestment Act loan development. Education Required for this Job: Bachelor's degree, preferably in Finance; or equivalent experience Attendance Requirements: Daily attendance is required during normal business working hours In-person and/or hybrid attendance occasionally required for company, client and/or team meetings Position Type/Expected Hours of Work: This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand. Travel: Travel is primarily local during the business day, although some out of area and overnight travel may be expected Physical Abilities Required for this Job: The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions. While performing the duties of this job this individual is frequently required to stand, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and /or move up to twenty-five pounds. Specific vision abilities required by this position include, close vision, and the ability to adjust focus. Mental Abilities Required for this Job: The ability to solve problems, make decisions, supervise others, interpret data, organize information, written and oral communication and read/write. NOTE: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. Encore Bank is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Vrana Network - Northwestern Mutual, our vision is clear: to make a meaningful impact on every life in South Central Texas. We are driven by a mission to inspire action, maximize potential, and build lasting legacies for the families we serve. Our values of innovation, gratitude, excellence, and transparency shape every interaction and decision we make, fostering a culture of growth, collaboration, and unwavering dedication to our clients. We are one of the fastest-growing and most successful teams in the country, committed to delivering exceptional service and making a true difference in the lives of our clients. While prior experience in finance or sales is not necessary, we place a high value on heart, grit, and determination. Our team thrives in an environment of camaraderie, mentorship, and leadership, where high expectations are paired with comprehensive training and development. At Vrana Network, we are also deeply committed to giving back to our community. We proudly support organizations like Alexs Lemonade Stand, demonstrating our ongoing dedication to making a positive impact in South Central Texas. If youre passionate about helping others, ready to rise to the challenge, and eager to join a team with a mission-driven culture, wed love to connect with you. Our thriving office is located: 17802 W I-10 Suite 114, San Antonio, TX 78257 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Brian Vrana, Managing Partner: How long with NM? 23 years Prior to? Farmer. Started at NM in college through the internship program. Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members. Fernando Suarez, Managing Director: How long with NM? 40 years Prior to? Started as an intern at NM in college. He came to the US for college from Colombia. Founded the San Antonio district office and built a successful wealth management practice in Houston. Passionate About? Family, soccer, travel, and community impact. Fernando is a CFP, one of the first Hispanic/Latino professionals to achieve that certification. He has also served as President of the Managing Director Association Board and mentors countless advisors in the industry. Cathy Suarez, Associate Managing Director: How long with NM? 9 years Prior to? Sales and marketing leadership roles in the advertising and tech world. Cathy also has a background in education and community engagement with nonprofits. Passionate About? Family, volunteering, dancing, traveling, and Zumba. Cathy has traveled to about 40 countries and speaks 5 languages, which allows her to connect with a diverse group of people. She enjoys connecting with her community through various volunteer opportunities. Chris Radliff, Growth and Development Director: How long with NM? 8 years Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development. Passionate About? Being with his fiance, bowling, and sports. Chris recently relocated from Albany, NY to Texas and is focused on building strong relationships with clients and teammates alike. He also enjoys staying active through fitness and coaching. Grisel Lopez, Growth and Development Director: How long with NM? 4 years Prior to? Manager at a cosmetic surgery and medspa. Grisel has extensive experience in client relations and operations, which she leverages to help clients build secure financial futures. Passionate About? Spending time with her husband and three kids, practicing jiu-jitsu (her family does it together), and supporting others in the community. She and her family moved to Texas from Chicago in 2021. Grisel is passionate about health, fitness, and fostering positive change within her community. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description ABOUT US Nizari Progressive Federal Credit Union (‘Nizari PFCU') is a member-owned financial institution with about $410 million in assets. We serve over 17,000 members across the United States. With an established management team in place, Nizari seeks a highly motivated, experienced Universal Banker for its new San Antonio location. FUNCTION The Universal Banker is responsible for maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts, processing and funding loans, and helping members with their investments. The primary goal is to deliver exceptional member service while meeting sales targets and promoting the credit union's products and services. Must be a team player and be able to work closely with other team members to ensure that the credit union policy and procedures are followed and that all member interactions are handled professionally and efficiently. The role may provide support and coverage to tellers and other branches. RESPONSIBILITIES: Ensures that services are provided in accordance with established Credit Union policies and are legally compliant. Ensures that interviews and service requests are properly documented. Provides exemplary member service by professionally identifying opportunities to improve the member's financial well-being. Accountable for the personal achievement of monthly new accounts and loan production as assigned by management. Process loan applications and support all clerical functions for a loan in accordance with credit union procedures. Process deposits and pay out funds in accordance with credit union procedures, accurately recording all transactions and balancing each day's operations. Receive cash and checks for deposit, verify amounts, and look for check endorsements. Examine cash carefully to guard against acceptance of counterfeit checks. Accurately process teller transactions and issue customer receipts. Cross-sell bank services and products. Perform other tasks requested by supervisors as they relate to the credit union and its functions. Attend and represent Nizari PFCU at events and trade shows. QUALIFICATIONS AND EXPERIENCE REQUIRED: Education/Certification: Four-year degree in Accounting/Finance Required Knowledge: General knowledge of Credit Union consumer products and services. Experience Required: Previous experience with a full-service financial institution preferred. Skills/Abilities: Good organization skills and attentive to detail. Proficient typing abilities. Able to operate related computer applications and related business equipment, including telephone, calculator, etc. Cooperative, able to coordinate well with others.

The Universal Banker (SA) (UB) is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results. It is a one stop full-service customer experience and is an effective relationship builder. The UB will assist with cash, check, or credit transactions, establish all types of new accounts, take loan applications, and make financial relevant recommendations to better serve our customers. The UB possess a passion to succeed and engages with prospects to develop new business and deepen the relationship of our existing customers while delivering exceptional quality service. ESSENTIAL DUTIES The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary. In addition, incumbent may be required to rotate between banking centers, as needed . Provides a welcoming environment and communicates professionally and effectively with customers and other members of the team Displays passion for serving others and consistently executes exceptional quality service Applies strong critical thinking and problem-solving skills to resolve and or identify financial solutions for new and existing customers Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management Provides a complete range of customer service including opening all types of deposit new accounts, consumer, small business loans (if applicable / if authorized), credit cards and cross- selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.) Ensures targets for loan and deposit growth, past dues, delinquency ratios and charge-offs are attained Assist teller line as needed and maintains and balances the cash drawer by accounting for cash assigned, received and disbursed Maintains current knowledge and adheres to all new account's compliance rules/regulations and internal audit controls related to banking center lobby operations Participates in job specific training and other various Bank training programs, as necessary Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML Performs other related duties as required and assigned Qualifications These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. High School Diploma or GED Bachelor's degree in business, marketing or related field, preferred An equivalent amount of experience in sales, marketing or operations may substitute the degree preference (6) months of Teller experience (1) year of Banking experience Ability to learn and adapt to new information and technology platforms Experience in using personal computers, Microsoft Word, Excel and Outlook Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP Bilingual in English and Spanish, preferred Must be able to work flexible hours as scheduled Monday through Friday, and Saturday rotation (hours will fluctuate as business needs dictate) ORGANIZATION This position reports to the Banking Center Manager (SA) This position does not oversee other positions TRAINING REQUIREMENTS All employees are required to attend scheduled mandatory training and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination. COMMUNITY INVOLVEMENT Lone Star National Bank's Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve. LSNB is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws. Management reserves the right to change this position description at any time according to business needs.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 14447 NW Military Hwy, San Antonio, TX 78231 Posting End Date: 1 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.

Job Description The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations. The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Essential Functions: New Accounts Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank. Responsible for maintaining current knowledge of bank products and services offered. Open new accounts and service existing accounts for personal and commercial customers. Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.) Update customer files, signature cards, resolutions, etc. for bank records. Screen personal account holders via ChexSystems. Screen commercial accounts via FIS eAccess/ChexSystems online Process ATM/Debit Card and check order requests. Establish and reset online banking access through NetTeller. Cross-sell bank products and services to new and existing bank customers. Open, close and service certificate of deposits for personal and commercial customers Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. Establish and update new account files. Maintain daily rate sheet. Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Teller Line Maintain and operate a teller cash drawer. Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. Process loan payments. Issue Cashier's checks and money orders. Keep records of money and negotiable instruments as required per banking regulations. Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. Answer general account questions for bank customers. Cross-sell bank products and services. Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS. Balance cash drawer at the close of the business day. File all proof work at the close of the business day. Safe Deposit Box: (if applicable at your assigned branch location) Open and close safe deposit boxes via FIS. Establish and update safe deposit box account files. Prepare new and updated safe deposit box contracts. Allow access to Safe Deposit Box Vault to customers. Complete entry tickets for customers accessing box and enter the data into FIS. Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper Bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred. Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.

Job DescriptionBenefits: Flexible schedule Opportunity for advancement Training & development 401(k) 401(k) matching Bonus based on performance Dental insurance Health insurance Vision insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dean Eastman - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 65 and 63 licenses preferred.

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ivan Cosme - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred Bilingual Spanish preferred. BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency License reimbursement

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

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Join our agency at Crystal Fuller - State Farm! Here in our Agency, we have over 15 licensed team members. I have been affiliated with State Farm since 2002 and have been a State Farm Agent since 2010. If selected, you will be joining one of the best State Farm Agencies in the United States. I have two office locations. Fun fact: I was the first State Farm Agent in San Antonio to be given the opportunity to have a second office location. Check out our Google reviews, photos on Instagram - @fullerpocketswith Crystal, and my website - crystalfuller.com. We pride ourselves in integrity and have a work hard, play hard philosophy. We are Chairmans Circle Qualifiers, Ambassador Club, Million Dollar Round table, Small Business Premier Leaders, and SVP Club leaders. Be a part of an established office & winning team. If you're looking for an exciting career opportunity in a fun and supportive environment, Crystal Fuller - State Farm may be the perfect fit for you. Since opening our doors in 2010, we've been committed to providing exceptional service to our community, and we're looking for someone who shares our passion for helping others. ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Crystal Fuller - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

Job Description Job Brief: The full-time position of Financial Services Representative (FSR) is a dual service position capable of providing services to bank customers as a teller by conducting appropriate transactions and/or by preparing all documents for the opening of various customer deposit accounts, certificate of deposits and safe deposit box accounts. Duties also typically include ordering and making preprinted checks for customers, answering inquiries regarding deposit rates, account terms, and answers questions relating to the customers' existing accounts. Essential Functions: Processes checking and savings deposits and withdrawals according to proper Teller procedures. Processes check cashing requests according to proper Teller procedures. Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. Counts and rolls loose coins Refers customers to the proper department for issues that cannot be resolved at the teller line Issues Cashier's checks Accepts and process loan payments. Maintains proper cash drawer limits according to Bank policy. Maintains appropriate currency logs and reports required by Bank policy. Balances cash drawer daily. Communicates and explains product details for all deposit accounts offered by the bank Listens carefully to customer issues and recommend products/solutions accordingly Prepares proper documentation for new and revised deposit accounts (checking, savings, CDs, etc). Maintains records on Safe Deposit Boxes, sending billing notices, processing request for new boxes and closing boxes as required. Processes transactions and other requests related to Certificate of Deposit accounts. Maintains IRA accounts by preparing accepting and posting contributions, documenting and posting distributions and closing accounts. Scans and indexes completed documentation in document management system. Assists customers with debit card inquiries and completion of dispute forms. Assists customers with online banking and bill pay enrollment and other related functions Has exceptional telephone etiquette; answer telephone inquiries relating to opening/closing of accounts, account status, and other customer inquiries. Accepts wire transfer requests and complete related documents. Assists customers with all issues related to activity on existing deposit accounts such as change of name or address, stop payments, error resolutions, transfers, check orders, etc. Maintains regular and predictable attendance. Performs other duties as assigned, including assisting and supporting other departments as needed. Complies with all regulations and bank approved policies and procedures. Is alert to opportunities to cross-sell bank products and services. Participates in and completes all training/education available in a timely manner to stay abreast of the demands and requirements of the position.

Personal Banker - To $23/hr - New Braunfels, TX - Job # 3688BWho We AreThe Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.The PositionOur bank client is seeking to fill a Personal Banker role in the New Braunfels, TX area. The successful candidate will be performing all customer service functions while maintaining positive relationships with coworkers and customers.The opportunity has a generous hourly rate of up to $23/hr plus generous incentives and a benefits package. (This is not a remote position).Personal Banker responsibilities include: Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate customer relationships, new and existing account holders, to offer bank products and services Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may require in-store aisle prospecting Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash carefully to guard against acceptance of counterfeit checks and identification Enter transactions into computer and issue customer receipts Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit Process western union wires and cash advances Cross-sell bank services and products Provide bank services to a diverse customer base, including a large Spanish speaking population Perform other tasks requested by supervisors as they relate to the bank and its functions Regular and predictable attendance and punctuality Approval limits will be based upon established authority levels Who Are You?You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.You also bring the following skills and experience: At least 18 years of age High school diploma, high school equivalency or currently attending high school Ability to communicate clearly and professionally in both Spanish and English Six months of work experience in a retail or customer service environment preferred Must be able to work a flexible schedule including evenings, weekends, and holidays Must successfully pass background investigation according to company policy Must be able to get along with co-workers and work effectively in a team environment The next step is yours. Email us your current resume along with the position you are considering to: ************************

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Relationship Banker I Job Description * Do you approach serving every customer like they are your family member? * Are you intuitively aware of the overall picture and able to discern top priorities? * Do you seem to forge positive and trusting relationships with everyone? * Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? * Do you effortlessly handle challenging situations? * Are you relentless about constant improvement? Do you have a learning mindset? * Do you revel at the opportunity to provide personalized service that creates customer loyalty? * Are you addicted to a positive attitude? * Do you commit to meeting deadlines and never miss the little details? At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs. The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role. We Offer: * An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ * An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference * Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career * Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way * The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us * Educational assistance and reimbursements At First United Bank our purpose is to inspire and empower others to Spend Life Wisely. Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path. The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties. Essential Duties: * Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. * Follows proper procedures accurately and efficiently for all customer-servicing activities performed. * Retains existing customers and develop new customer relationships. * Serves as customers' single point of contact on all First United Bank products and services. * Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank. * Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor. * Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty. * Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system. * Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy. * Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services. * Maintains appropriate drawer limits, perform cash versifications and vault duties. * Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. * Proactively resolve customer complaints, problems, or other issues. * Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans. * Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. * Masters the Primary Purpose and Essential duties of the Relationship Banker I position. Employee Specifications: * High School Diploma strongly preferred. Some college is strongly preferred. * One year of retail experience is preferred. * Cash handling experience is preferred. * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload. All Locations: Seguin-West If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities: Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Train and mentor team members on customer needs analysis and sales conversations Preferred Qualifications: Active Life & Health license (required or ability to obtain quickly) FINRA Series 7 and 63 licenses preferred Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * 123 N Edward Gary St, San Marcos, TX 78666 Posting End Date: 26 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

Job Brief: The full-time position of Financial Services Representative (FSR) is a dual service position capable of providing services to bank customers as a teller by conducting appropriate transactions and/or by preparing all documents for the opening of various customer deposit accounts, certificate of deposits and safe deposit box accounts. Duties also typically include ordering and making preprinted checks for customers, answering inquiries regarding deposit rates, account terms, and answers questions relating to the customers' existing accounts. Essential Functions: Processes checking and savings deposits and withdrawals according to proper Teller procedures. Processes check cashing requests according to proper Teller procedures. Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. Counts and rolls loose coins Refers customers to the proper department for issues that cannot be resolved at the teller line Issues Cashier's checks Accepts and process loan payments. Maintains proper cash drawer limits according to Bank policy. Maintains appropriate currency logs and reports required by Bank policy. Balances cash drawer daily. Communicates and explains product details for all deposit accounts offered by the bank Listens carefully to customer issues and recommend products/solutions accordingly Prepares proper documentation for new and revised deposit accounts (checking, savings, CDs, etc). Maintains records on Safe Deposit Boxes, sending billing notices, processing request for new boxes and closing boxes as required. Processes transactions and other requests related to Certificate of Deposit accounts. Maintains IRA accounts by preparing accepting and posting contributions, documenting and posting distributions and closing accounts. Scans and indexes completed documentation in document management system. Assists customers with debit card inquiries and completion of dispute forms. Assists customers with online banking and bill pay enrollment and other related functions Has exceptional telephone etiquette; answer telephone inquiries relating to opening/closing of accounts, account status, and other customer inquiries. Accepts wire transfer requests and complete related documents. Assists customers with all issues related to activity on existing deposit accounts such as change of name or address, stop payments, error resolutions, transfers, check orders, etc. Maintains regular and predictable attendance. Performs other duties as assigned, including assisting and supporting other departments as needed. Complies with all regulations and bank approved policies and procedures. Is alert to opportunities to cross-sell bank products and services. Participates in and completes all training/education available in a timely manner to stay abreast of the demands and requirements of the position.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Vrana Network - Northwestern Mutual, our vision is clear: to make a meaningful impact on every life in South Central Texas. We are driven by a mission to inspire action, maximize potential, and build lasting legacies for the families we serve. Our values of innovation, gratitude, excellence, and transparency shape every interaction and decision we make, fostering a culture of growth, collaboration, and unwavering dedication to our clients. We are one of the fastest-growing and most successful teams in the country, committed to delivering exceptional service and making a true difference in the lives of our clients. While prior experience in finance or sales is not necessary, we place a high value on heart, grit, and determination. Our team thrives in an environment of camaraderie, mentorship, and leadership, where high expectations are paired with comprehensive training and development. At Vrana Network, we are also deeply committed to giving back to our community. We proudly support organizations like Alexs Lemonade Stand, demonstrating our ongoing dedication to making a positive impact in South Central Texas. If youre passionate about helping others, ready to rise to the challenge, and eager to join a team with a mission-driven culture, wed love to connect with you. Our thriving office is located: 17802 W I-10 Suite 114, San Antonio, TX 78257 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Brian Vrana, Managing Partner: How long with NM? 23 years Prior to? Farmer. Started at NM in college through the internship program. Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members. Fernando Suarez, Managing Director: How long with NM? 40 years Prior to? Started as an intern at NM in college. He came to the US for college from Colombia. Founded the San Antonio district office and built a successful wealth management practice in Houston. Passionate About? Family, soccer, travel, and community impact. Fernando is a CFP, one of the first Hispanic/Latino professionals to achieve that certification. He has also served as President of the Managing Director Association Board and mentors countless advisors in the industry. Cathy Suarez, Associate Managing Director: How long with NM? 9 years Prior to? Sales and marketing leadership roles in the advertising and tech world. Cathy also has a background in education and community engagement with nonprofits. Passionate About? Family, volunteering, dancing, traveling, and Zumba. Cathy has traveled to about 40 countries and speaks 5 languages, which allows her to connect with a diverse group of people. She enjoys connecting with her community through various volunteer opportunities. Chris Radliff, Growth and Development Director: How long with NM? 8 years Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development. Passionate About? Being with his fiance, bowling, and sports. Chris recently relocated from Albany, NY to Texas and is focused on building strong relationships with clients and teammates alike. He also enjoys staying active through fitness and coaching. Grisel Lopez, Growth and Development Director: How long with NM? 4 years Prior to? Manager at a cosmetic surgery and medspa. Grisel has extensive experience in client relations and operations, which she leverages to help clients build secure financial futures. Passionate About? Spending time with her husband and three kids, practicing jiu-jitsu (her family does it together), and supporting others in the community. She and her family moved to Texas from Chicago in 2021. Grisel is passionate about health, fitness, and fostering positive change within her community. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

This position is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. This position will open and service new and existing accounts, maintain and operate a teller cash drawer in order to process customer transaction requests, and establish and maintain customer records in order to adhere to all banking regulations. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank SSB. Open new accounts and service existing accounts for personal and commercial customers. Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) Obtain all required identification information and commercial documentation for business customers as required per CIP prior to opening an account. Update customer files, signature cards, resolutions, etc. for bank records. Screen personal account holders via ChexSystems. Screen commercial accounts via FIS eAccess/ChexSystems online Process ATM/Debit Card and check order requests. Establish and reset online banking access through NetTeller. Cross-sell bank products and services to new and existing bank customers. Open, close and service certificate of deposits for personal and commercial customers Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. Establish and update new account files. Maintain daily rate sheet. Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Maintain and operate a teller cash drawer. Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. Process loan payments. Issue Cashier's checks and money orders. Keep records of money and negotiable instruments as required per banking regulations. Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. Answer general account questions for bank customers. Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with Jack Henry Associates. Balance cash drawer at the close of the business day. File all proof work at the close of the business day. Open and close safe deposit boxes via Jack Henry. Establish and update safe deposit box account files. Prepare new and updated safe deposit box contracts. Allow access to Safe Deposit Box Vault to customers. Complete entry tickets for customers accessing box and enter the data into Jack Henry. Performs all other duties as assigned. Education and Experience: High school diploma or general education degree (GED); or minimum of one (1) year teller experience and two - five (2-5) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs. Intermediate typing skills to meet production needs of the position. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner. Effective verbal, written and interpersonal communication skills. Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations. Effective organizational and time management skills. Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment. Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.