Personal banker jobs in Tempe, AZ - 216 jobs

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment Salary range is $20.00 - $24.43/hr. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent Three (3) years of customer service, sales, and/or retail banking experience Minimum Knowledge and Skill Requirements Excellent attention to detail and sound judgement Ability to work in a fast-paced, goal-oriented environment Must be an effective team player, cooperative, flexible and dependable Ability to communicate clearly and effectively Knowledge of credit union products and services Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs Strong mathematical, problem-solving, and negotiation skills COMPETENCIES: Customer Focus Approachability Drive for Results Decision Quality Perseverance Self-Development Composure WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). Must be able to work a flexible schedule Monday through Saturday as needed. MAJOR ACCOUNTABILITIES AND TASKS: Acts as point of contact for Members and delivers personalized Member service with enthusiasm and positivity. Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Proactively builds, develops and maintains relationships with Members to ensure a positive Member experience. Determines Members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. Handles routine to complex Member inquires such as fiduciary accounts, power of attorneys, etc. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. Keeps up-to-date and comprehensive knowledge on all credit union products including business, services, promotions, policies, procedures, rules and regulations. Open business accounts and refer to other lines of business. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced Branch Relationship Banker to join Arizona's #1 Community Bank in our Deer Valley branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative bank department's resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products. Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible for resolving customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Bilingual proficiency in English and Spanish languages, is preferred. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act. Schedule: Monday - Friday: 8:30 AM - 5:15 PM; 40 hours/week Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.

JobID: 210686991 JobSchedule: Full time JobShift: : 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 Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job DescriptionDescriptionWe are hiring 2-3 traders for Seven Points Arizona office opening this year. Seven Points is excited to offer a unique opportunity to join our team of successful traders. We are looking for candidates who are hard working and dedicated to success, have a passion for finance and the markets, entrepreneurial, humble and willing to learn. Key ResponsibilitiesWe are very open to traders with various backgrounds/education, so long as the candidate can demonstrate knowledge of the markets and the ability and inclination to develop a robust approach to execution strategy.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company. As a Virtual Banking Assistant II in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation High school degree, GED, or foreign equivalent Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements Strong team orientation with a commitment of long-term career with the firm Excellent written and verbal communication skills Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job Description Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Universal Banker will perform teller, customer service, new account opening and consumer lending duties. Responsibilities also include meeting sales goals by cross-selling bank products and services. WHAT YOU'LL BE DOING: Perform basic teller transactions, new account opening, and consumer lending duties. Meeting sales goals by cross-selling bank products and services. Providing prompt, professional, and knowledgeable customer service to clients. WHAT YOU SHOULD HAVE: Previous banking experience, including teller transactions and customer service. Understanding of bank operations, bank products, sales and new business development. Ability to analyze client credit data and other related financial information. Basic math proficiency and aptitude. Dedicated and satisfactory attendance/punctuality. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: $22.00 - $24.00 per hour The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. * Service business customers with their business needs in a branch environment * Carry out business banking focused functions over the phone * Present recommendations for resolving more complex situations * Provide information to colleagues, internal partners, and stakeholders, including customers * Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank * Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments * Participate in community organizations and build relationships with centers of influence * Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol * Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers * Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: * 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * 1+ year of experience managing a dedicated book of small business customers across assigned territory * Knowledge and understanding of book of business * Experience using strong business acumen to provide financial services consultation to small business customers * Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products * Customer service focus with experience handling complex transactions across multiple systems * Experience building and maintaining effective relationships with customers and internal partners * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others * Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Job Expectations: * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Locations: * 2123 W Happy Valley Rd., PHOENIX, AZ 85085 Location Disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 15 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.

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Ability to make presentations to potential customers Knowledge of financial services products If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. Gain manager assistance with any suspicious transactions. Obtain management approval for transactions outside authorized limits. Adheres to all bank compliance, security and operational policies and procedures. Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc. Performs changes to existing accounts as requested by the customer. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management. If applicable, allows entry of safe deposit box holders. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook. Maintains customer confidentiality. May participate in bank promotions, external community events, and promotional activities. May be required to work in other First Mid Banking centers. Complete other specified duties as assigned Sales: Develops and maintains relationships with business partners. Develops and maintains strong relationships with customers. Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc. Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines. Consistently meet or exceed established goals for the position. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred. Previous sales experience preferred. Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion. Skills: Proficient in usage of Microsoft Office and computer application. Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc., is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123

At The CORE Institute, we are dedicated to taking care of you so you can take care of business! Our robust benefits package includes the following: Competitive Health & Welfare Benefits Monthly $43 stipend to use toward ancillary benefits HSA with qualifying HDHP plans with company match 401k plan after 6 months of service with company match (Part-time employees included) Employee Assistance Program that is available 24/7 to provide support Employee Appreciation Days Employee Wellness Events Qualifications High school diploma/GED or equivalent is required. 1-2 years of experience in a hospital, medical office, or customer service setting (preferred). Familiar with and understand Medicare, Medicaid and other government payors and HMO/PPO payors guidelines and principals. Understands benefits (i.e.: deductibles, copays, and coinsurance) and how to calculate estimates per the payor contract as applicable. Previous patient registration in a medical office, hospital or outpatient surgery center. Medicare, Medicaid and other government payor guidelines. Clear understanding of insurance benefits and how to calculate patient responsibility. Knowledge of Patient Registration. Strong customer service and communication skills. Ability to communicate patient responsibility clearly with patients, communicate with physician's office staff, payors and hospital teammates. Ability to resolve issues in a professional manner. Ability to work independently with minimal supervision. Essential Functions Greet patients, families, and visitors in a courteous and professional manner. Answer and route incoming patient calls promptly and professionally. Maintain a clean and organized front desk area. Maintain confidentiality and compliance with HIPAA and hospital policies. Assist with other clerical or administrative tasks as assigned. Maintain a clean and organized work environment and ensure supplies are stocked. Collaborate with other departments to ensure smooth patient flow and timely service. Initiate and announce overhead emergency codes, including "Code Red" in the event of fire or smoke detection, following facility procedures. Respond calmly and appropriately to emergency situations, including notifying security and/or emergency response teams. Collect and verify patient demographics, insurance information, and required documentation. Input accurate patient data into the hospital EMR system. Prepare patient charts in advance of scheduled appointments to ensure all required documentation is complete and accurate. Include all necessary forms, such as consent forms. Patient Estimate Letters and procedure-specific paperwork Obtain patient signatures for consent forms, insurance authorizations, and privacy acknowledgments. Provide patients with information on hospital policies, procedures, and financial responsibilities. Coordinate with clinical and billing departments to ensure proper patient flow and documentation. Respond to patient and visitor inquiries and resolve registration issues efficiently. Confirm and document insurance information to reduce the risk of claim denials. Explain financial responsibility to patients when appropriate. Accept and process payments for co-pays or deposits, when necessary. Be familiar with individual payor guidelines and the process of collecting over the counter payments/deductibles/co-pay/coinsurance. Knowledge of payor contracts including Medicare, Medicaid and other government contracts and guidelines. Investigate questionable information promptly, i.e. MVA and work comp information that conflicts with insurer information. Notify Business Office Manager and Physician Office of any benefit, financial or authorization concerns or issues immediately. Work two weeks ahead of surgeries to avoid late notice cancellations. Contact patients in advance of their scheduled imaging appointments to provide information about their financial responsibility (e.g., co-pays, deductibles, self-pay estimates). Review and explain out-of-pocket costs clearly and answer any patient questions regarding their financial obligation. Work with patients to establish payment arrangements prior to their arrival, including setting up payment plans when appropriate and in accordance with organization policy. Document all financial discussions and agreements and save this information in the appropriate system or shared folder for team access. Ensure all payment plans are properly recorded and accessible to staff and billing teams to avoid confusion Review entered information with patient to ensure accuracy. Scan photo identification and insurance card(s) into EMR. Make any corrections to insurance information upon review of insurance card(s) when necessary. Request Living Will/Advance Directives. Provide information if requested on where to obtain information on said forms to patient. Document when patient requests information and that it was provided in order to meet state and Joint Commission requirements. Complete Medicare MSP questionnaire when necessary. Collect patient responsibility upon admission. Obtain patient signature on required forms. Print labels and wristband and Facesheets. Review patient information with the patient and confirm accuracy before applying the wristband. Take chart with labels to Pre-op to notify nurses that patient is registered. Meet or exceed monthly, quarterly and yearly cash collection goals. Discusses patient information with other health team members in an appropriate environment. Interacts with all patients, families, visitors and fellow teammates in a mature, responsible manner to ensure a positive and professional facility environment. Must have a clear understanding of KPI and Metric's measures and ability to complete daily tasks to meet Departmental and Hospital measures. Schedule, reschedule, and cancel imaging appointments as needed Communicate prep instructions for various imaging procedures (e.g., MRI, CT, X-ray) Coordinate with imaging technologists and other departments to ensure proper patient flow Verify imaging orders to ensure all information is accurate, complete, and matches the scheduled exam (e.g., exam type, body part, laterality, clinical indications). If discrepancies or missing information are identified, follow established procedures to contact the ordering provider or their office to obtain a corrected or updated order. Ensure all orders are finalized and properly documented in the patient chart prior to the appointment to avoid delays in care and ensure compliance with regulatory requirements. Contact patients in advance to confirm their upcoming imaging appointments. Verify appointment details including date, time, location, and type of exam. Provide patients with any necessary preparation instructions (e.g., fasting, medication restrictions) specific to their imaging procedure. Address any patient questions or concerns and ensure they understand check-in procedures and arrival time expectations. Document confirmation in the appropriate system or communication log. Other duties as assigned.

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for experienced Teller/Banker FLOAT candidates to join Arizona's #1 Community Bank for our Phoenix Metro market. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Currently seeking qualified candidates who will TRAVEL to all the branches (18 of them) within the Phoenix Metro area to cover shifts when branch employees call in sick, are on vacation, or just when the branches require additional staffing. Home base will be determined based on new hire's location. Essential Functions: Be proficient in Needs-Based Selling to prospective and established clients. Handle inbound and outbound sales calls to prospective and established customers. Assist managers in building and maintaining customer relationships. Provide quality customer service while opening accounts, processing loans, and providing information related to general inquiries and client needs. Support retail objectives and initiatives by capitalizing on business opportunities that influence the production of revenue and risk of loss. Conduct assessments with clients to determine financial needs and make appropriate recommendations. Ensure proper documentation is obtained and processing proper forms for transactions. May be required to cover Teller line during peak hours. Work independently and perform well under deadlines. Qualifications: High School Diploma or equivalent, along with 0-1 years' experience with sales (cross-sales and up-sales) and meeting sales goals. 0-1 years' experience in at least two of the following areas: new accounts, teller, bookkeeping, or loan processing (an equivalent combination of education and experience may meet this qualification). 0-1 years' experience using an on-line financial services system. Strong interpersonal, verbal, and written communications skills. Bilingual proficiency in English and Spanish languages, is preferred. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act. Hours: Monday - Friday: 8:00 AM - 5:30 PM; 40 hours/week Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mileage Reimbursement. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company. As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job Responsibilities Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs Required Qualifications, Capabilities, and Skills 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation High school degree, GED, or foreign equivalent Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements Strong team orientation with a commitment of long-term career with the firm Excellent written and verbal communication skills Reading and speaking in both Spanish and English fluently is required for this role Preferred Qualifications, Capabilities, and Skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience. Job responsibilities Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000 Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution Required qualifications, capabilities, and skills Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client General knowledge of core business products and services including deposit, lending, and cash management Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities and skills Bachelor's degree in Finance or related field, or equivalent work experience

Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Universal Banker will perform teller, customer service, new account opening and consumer lending duties. Responsibilities also include meeting sales goals by cross-selling bank products and services. WHAT YOU'LL BE DOING: Perform basic teller transactions, new account opening, and consumer lending duties. Meeting sales goals by cross-selling bank products and services. Providing prompt, professional, and knowledgeable customer service to clients. WHAT YOU SHOULD HAVE: Previous banking experience, including teller transactions and customer service. Understanding of bank operations, bank products, sales and new business development. Ability to analyze client credit data and other related financial information. Basic math proficiency and aptitude. Dedicated and satisfactory attendance/punctuality. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE:$22.00 - $24.00 per hour The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

The Business Banker is responsible for developing and managing existing business banking relationships. Business Bankers will actively prospect for new credit union small business members, working to fully understand their businesses, goals, strategies, and challenges while providing solutions to their needs. This role will spend majority of their time traveling to meet with potential members to initiate account enrollment. The Business Bankers will reach out into the community by visiting businesses, attending networking events, making outbound calls to members and may conduct educational seminars in the community. Salary range is $51,145.09 - $67,127.93/annually. Job Grade, PHX EX 11. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: * High School diploma or equivalent * Four (4) years sales and/or customer service experience * To include 2 years financial institution experience Additional Preferred Education & Experience: * Experience in outside sales generating new business * Experience working in local community, such as working with small businesses * One (1) year business banking experience Minimum Knowledge & Skill Requirements: * Knowledge of credit union business products and services * Strong sales and cross-selling skills; ability to identify additional opportunities to upsell products and services to meet member needs * Excellent communication skills both verbal & written * Ability and drive to solicit new business proactively * Ability to build relationships with the community, our members, and colleagues * Detail oriented with strong time management skills * Ability to work independently without supervision * Must be proficient in Microsoft, i.e. Word, Excel, Outlook, etc. COMPETENCIES: * Interpersonal Savvy * Business Acumen * Customer Focus * Action Oriented * Priority Setting * Perseverance WORKING CONDITIONS/ENVIRONMENT: This job requires they stand or sit for the majority of time and be able to lift up to 25 lbs. Must be able to travel independently to branch and office locations. OTHER REQUIREMENTS: Must comply with all policies and procedures, including the Bank Secrecy Act and SAFE Act. Must be able to obtain license through Nationwide Mortgage Licensing System & Registry (NMLS). MAJOR ACCOUNTABILITIES AND TASKS: * Creates and expands new and existing business banking relationships. Analyzes business member's needs and maximizes relationships through business banking products and services. * Majority of time spent will be in an outside sales environment. * Actively seek additional resources (i.e. networking events, COI's) outside of the branch to help increase sales opportunities for the Business Banking team within their assigned region. * Partners with Business Relationship Managers and Branch Management to build, develop and maintain relationships with business members and ensure a positive member experience. * Opens new business accounts including checking, savings, etc. Processes small business loans such as credit cards, auto loans, etc. Takes advantage of opportunities to sell and cross-sell products and services. * Successfully completes full sales cycle from generation of prospective member to the creation of business accounts, loans or other credit union products. * Works to successfully achieve credit union business lending and deposit goals, through individual contribution and teamwork. Partners with branch network and acts a resource with regard to business banking solutions. Provides guidance on proper behaviors, sales techniques, and service level expectations. * Works with Marketing department and Business Development Officer to represent Business Banking at community events and develop relationships with prospective members. * Responds and resolves business member requests, problems and complaints. * Maintains up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations. * Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled