Personal banker jobs in San Marcos, TX - 198 jobs

Kershner Trading is excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program. We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to senior multi-product trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry. What is your career path? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis and risk management skills. The best traders from here will be offered the chance to work with our team of quants, programmers, and support staff to build trading models to supplement their trading. The best from this group will be offered other products to trade, such as Options and FX. We are looking for individuals with the following characteristics: -Passion for the Markets -Demonstrable History of Success -Entrepreneurial -Focused -Emotionally Disciplined -Great Teammate -Coachable

It's about helping small businesses achieve big goals. Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Business Banker II, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You'll also be responsible for delivering products to designated segments of the small business market. Prospecting and cold-calling are a part of the job, but to you, it's an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success. What you'll do: Become familiar with your clients and their business to understand and act on their needs Achieve monthly call and product sales goals set by the sales manager Report weekly activity and marketing results to the sales manager of business banking Manage and support loan commitments with accuracy and efficiency You champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened Stay up to date on bank products and services by regularly attending training classes Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Have a background in banking and lending solutions Have prior experience with cold-calling and analyzing credit reports and financial statements Have knowledge of business loan center procedures Excellent written and verbal communication skills Strong organizational and time-management skills Proficiency in Microsoft applications Additional Preferred Skills: Bachelor's degree Previous banking experience and knowledge of bank products Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This would also include medical groups, law firms and accounting firms. While primarily focused on banking services, the successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects. The successful candidate will have deep connections to the San Antonio community including strong lending experience and client portfolio consisting of deposits and loans. Candidates for this position must possess a minimum of 5 years experience in Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment. Candidates must demonstrate a strong work ethic, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives. A working knowledge of trust and investments is a plus. Commensurate Experience considered in lieu of bachelor's degree.

Job Description We're always on the lookout for great talent! If you don't see a role that fits your skills right now, feel free to submit your resume here for future consideration. Our team will review your background and may reach out as new positions become available.

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 Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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 Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. 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. 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. 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 resolve client issues quickly and effectively 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 though 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 in cultivating relationships with affluent clients. 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: ****************************************************************

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our client's needs while ensuring a positive customer experience. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

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.

Universal Banker II Were looking for dynamic, extraordinary people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you! At Velocity, were committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals. You possess: Minimum 1 year of financial institution experience supporting customers in person or over the phone. Excellent verbal, written, and listening skills and proficiency in using common office applications and office equipment. Passion for providing outstanding customer service and a positive attitude. Effective time management skills include the ability to prioritize multiple responsibilities and organize work tasks. Experience in controlling negotiable instruments. Ability to work in a fast-paced environment with high attention to detail. Ownership of the customer experience through issue resolution. Adaptable to a productive team environment where knowledge is shared and feedback and coaching are welcomed. Flexibility to work branch hours, including Saturdays. Your position summary: As our members' first point of contact, you'll be the pleasant, professional, and friendly face of Velocity, providing exceptional service, resolving financial matters, and educating our members about products and services that will enhance their financial well-being. What's in it for you? This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more! Velocity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age disability, or status as a covered veteran in accordance with applicable federal, state and local laws.

The Universal Banker plays a key role in providing retail banking services and products to customers. The Universal Banker is First-Lockhart to customers. In addition to performing a variety of tasks associated with transacting customer requests and verifying the completeness of banking transactions, the Universal Banker is in the position to develop new business opportunities with current and potential customers. The Universal Banker will serve in a multi-purpose role which requires a candidate to fulfill responsibilities of both a Teller and a Relationship Banker. DUTIES AND RESPONSIBILITIES: Serve customers; walk-in and drive-in in a courteous and professional manner by processing a variety of transactions; deposits, withdrawals, checks, money orders, travelers checks; ensures all necessary information is in place prior to completing transactions. Attract new customer relationships; retain and expand existing customer relationships; initiates referrals and cross-sell bank products and services. Advises and counsel new and existing customers on all bank products and services. Maintain and balance cash drawer daily. Open and process accounts, products, and/or services for customers after consulting with them on their specific needs. Assist customers whenever possible. Demonstrate a deep understanding of products and present benefits by cross-selling to existing and new customers. Establish customer relationships, conduct telephone prospecting, outbound calls and outside of the bank prospecting. Solicits consumer loan applications, obtains appropriate documentation, follow up and close consumer loans accurately. Assist and /or support other branches when needed. Follow bank policies and procedures. Perform other duties as assigned by management. Qualifications JOB QUALIFICATIONS: High School Diploma or equivalent. A high level of interpersonal and professional skills that represent the bank in a positive manner. Responsible for maintaining accurate customer records as well as organization skills. Demonstrate the ability to develop and maintain strong customer relationships. The ability to identify the needs of customers through effective questioning and listening techniques. The ability to handle customers and employees and their queries in a positive, friendly, helpful and knowledgeable manner. Excellent communication skills. One to two years of cash handling experience preferred. Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer. Self-motivated, assertive, performs well in a team environment to service customers. Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers. Ability to work branch hours, including weekends and some evenings.

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.

It's about helping small businesses achieve big goals. Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Business Banker II, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You'll also be responsible for delivering products to designated segments of the small business market. Prospecting and cold-calling are a part of the job, but to you, it's an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success. What you'll do: * Become familiar with your clients and their business to understand and act on their needs * Achieve monthly call and product sales goals set by the sales manager * Report weekly activity and marketing results to the sales manager of business banking * Manage and support loan commitments with accuracy and efficiency * You champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence * Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services * Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened * Stay up to date on bank products and services by regularly attending training classes * Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: * Have a background in banking and lending solutions * Have prior experience with cold-calling and analyzing credit reports and financial statements * Have knowledge of business loan center procedures * Excellent written and verbal communication skills * Strong organizational and time-management skills * Proficiency in Microsoft applications Additional Preferred Skills: * Bachelor's degree * Previous banking experience and knowledge of bank products Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous holiday and paid time off schedule * Tuition reimbursement * Extensive health and wellness programs, including our Employee Assistance Program * Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Free food & snacks Health insurance Paid time off Training & development Vision insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Yan Yan Tung - 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. Assist customers with life insurance needs review. 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 DescriptionBenefits: Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Paid time off Vision insurance ROLE DESCRIPTION: As a Financial Services Rep with Marc Nascimento State Farm, 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: 2+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 63 licenses required.

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.

Kershner Trading Group, LLC is looking for experienced US Equities Traders and is seeking individuals with a strong entrepreneurial spirit, exceptional work ethic and strong analytical skills to trade stocks for the firm. Ideal candidates have the ability to make sound decisions quickly and confidently and can demonstrate skills as a disciplined, calm competitor with a solid track record of results. A high comfort level with technology and computer usage is necessary to use leading edge technologies and real-time executions of trades. Candidates are expected to be experienced traders, wanting to trade fully backed with 100% firm capital in Austin, Texas. Must have $500K in verifiable 1099/K1 income and no FINRA or other regulatory issues. If you do not have two years of experience with a good track record we will not reply to your inquiry. Kershner Trading Group is a leading proprietary trading and technology firm, headquartered in Austin, Texas with a second office in midtown Manhattan, NY. Our proprietary trading firm provides capital and infrastructure to in-house traders, who actively trade stock instruments in financial markets on behalf of the firm. The traders share the profits arising from their trading activity with the firm. Traders buy and sell in the U.S. equity markets. Each trader sets their own style and strategy. All trading roles are performance based earning, there is no base salary associated with this opportunity. Please review our website to learn even more about our culture and environment; no phone calls. Kershner Trading Group, LLC provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize, if they try. KTG empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and are open to being both a student and teacher in a learning organization. Kershner offers the chance to join a high-performance team of experienced traders trading more every day and adapting to new market opportunities, talented technology professionals developing leading edge trading and market analytics systems, quantitative/ business analysts providing tools and insights to fuel business growth and top-notch support staff keeping it all humming in an environment where every day brings new challenges yet maintains the cool, casual “Austin” atmosphere. What are you capable of?? KTG is currently seeking candidates who are excited at the prospect of pushing their own professional limits. Think you can do more?? At Kershner Trading Group we are democratizing the science of quantitative trading. Please check out our cloud-based research platform at cloudquant.com. Cloudquant is a free trading and research tool for ordinary people with extraordinary ideas. You create it, we fund it, we profit together! There is no need to wait, take cloudquant.com for a test drive now while we review your application.

Universal Banker II Were looking for dynamic, extraordinary people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you! At Velocity, were committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals. You possess: * Minimum 1 year of financial institution experience supporting customers in person or over the phone. * Excellent verbal, written, and listening skills and proficiency in using common office applications and office equipment. * Passion for providing outstanding customer service and a positive attitude. * Effective time management skills include the ability to prioritize multiple responsibilities and organize work tasks. * Experience in controlling negotiable instruments. * Ability to work in a fast-paced environment with high attention to detail. * Ownership of the customer experience through issue resolution. * Adaptable to a productive team environment where knowledge is shared and feedback and coaching are welcomed. * Flexibility to work branch hours, including Saturdays. Your position summary: As our members' first point of contact, you'll be the pleasant, professional, and friendly face of Velocity, providing exceptional service, resolving financial matters, and educating our members about products and services that will enhance their financial well-being. What's in it for you? This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more! Velocity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age disability, or status as a covered veteran in accordance with applicable federal, state and local laws.

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 PFCU 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.