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Personal banker jobs in Texas - 2,657 jobs

  • Private Banker, MD - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Dallas, TX

    A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr
    $58k-118k yearly est. 17h ago
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  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Personal banker job in Odessa, TX

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Bilingual Skills in Spanish Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $30k-35k yearly est. 2d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Personal banker job in Houston, TX

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $81k-145k yearly est. Easy Apply 60d+ ago
  • Experienced US Equities Trader - Austin

    Kershner Trading Group

    Personal banker job in Austin, TX

    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.
    $75k-134k yearly est. 60d+ ago
  • Trader Desktop Support

    Central Business Solutions 3.2company rating

    Personal banker job in Houston, TX

    Trader Support provides dedicated in-person ('on the floor') business proximate IT support to Traders and Front Office Commercial staff, workers with real-time impacts to the trading business. The team serves as a first point of contact for all Trading IT issues, of which includes standard desktop services and general triage for enterprise and application services for their designated locations and remote sites at times. This role is expected to maintain operational effectiveness within a high-pressure and demanding environment, while performing trader supporting tasks. Dimensions The role works to provide or maintain IT operational effectiveness within the trading environment. They provide the first level of support for things such as PC hardware and networking systems, Windows environment, standard Microsoft Office packages, trading specific packages used for analytics, a variety of external information services, online trading systems and services and all 'in house' systems essential for the trading network to function. To fulfil this role, they need to be familiar with local major Trading systems, and with the way in which these are used by the Business to facilitate their work. They are also required to liaise with the Global Helpdesk, Trading Delivery Vertical Teams, other IT Teams and external Vendors on such issues that cannot be addressed within the TS team. This role is evolving and becoming more technical to better support the business needs as they are now developing tools/apps on their own. Accountabilities Provide effective IT floor support to resolve immediate operation issues to minimise impact; 1st level troubleshooting; Windows OS, PC, network, Microsoft Office (M365 suite), Exchange and Active Directory, trading specific packages, external information services, online trading platforms, bespoke trading applications Maintain good working relationship with stakeholders such as the Trading business users, IT Service Desk and partners, vendors, and IT management Work collaboratively within Shell IT (i.e., Service Assurance team, Enterprise Services and Application Operations) to coordinate effective resolutions to operational issues Ensure all required security, compliance and equipment demand processes and procedures are followed Facilitate local deployment of software and hardware rollouts, as required Provide support during the regional annual Business Continuity tests Balancing satisfying user requests while adhering to the IT policies and processes Apply technical acumen towards continuous improvements to processes and tools both inside the team and to support the business Requirements Relevant Information Technology or Management Information Systems education at bachelor's degree level or equivalent (qualified associates deg.) Minimum of 2-3 years of desktop or infrastructure support experience preferably in End-User environment Excellent English language communication skills Strong technical knowledge of industry standard PC technologies and the Trading user desktop environment Experience with call-logging systems (i.e., ServiceNow) Excellent customer-facing, interpersonal skills Affinity with both technology and business processes Ability to deal with business and IT management at all levels Ability to prioritise in a demanding environment with multiple deliverables Self-starter, reliable and able to work with minimum supervision Strong knowledge of Windows OS, MS Office products (M365), Exchange, AD Awareness of market data feed services (i.e., Reuters, Bloomberg ICE, MarketView) Knowledge of development/scripting tools (i.e., Excel, VBA, Java, Power Shell, MS Power Platform) Knowledge of support, troubleshooting processes and ITIL certification a plus -- Best Regards, Nikhil Chandrakar Central Business Solution (CBSInfosys) 37600 Central Ct Suite 214 Newark, CA, 94560 Direct: ************** LinkedIn: ************************************ Central Business Solutions, Inc(A Certified Minority Owned Organization) Checkout our excellent assessment tool: ************************* Checkout our job board : *********************** ===================================================== Central Business Solutions, Inc 37600 Central Court Suite 214 Newark CA, 94560 Phone: ************* Fax: ************** Web: ************************* =====================================================
    $67k-119k yearly est. 60d+ ago
  • Investment & Corporate Banking - Energy - Oil & Gas and Energy Infrastructure, Experienced Investment Banking Analyst (Houston, TX)

    Mizuho Financial Group

    Personal banker job in Houston, TX

    Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. About the Role: The Energy Group is seeking a Houston-based, qualified, motivated investment banking Analyst. Prior investment banking or similar professional experience within the upstream, midstream, downstream and/or energy infrastructure industry is required; some technical upstream or midstream and LNG experience is preferred. As a cross-product industry team, Analysts in the Oil & Gas and Energy Infrastructure Group work on a variety of transactions, including M&A, A&D, corporate valuation, board advisory and capital raises. Analysts typically function as members of deal teams comprising a Managing Director, Director - Vice President, Associate, and Financial Analyst, plus technical professionals. Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: * Conduct extensive quantitative economic, industry and company research and analysis * Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing * Evaluate risk/return parameters of financing transactions * Financial modeling, valuation, comparable & relative value analyses and market-specific analysis * Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities * Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources * Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution * Assist in the development and continued cultivation of client relationships Qualifications: * Bachelors degree in Finance, Accounting or Economics * At least one year of prior investment banking or similar professional experience focused on the oil and gas industry is required; some upstream technical experience is preferred * Knowledge of corporate finance, securities, financial markets and risk & pricing analysis * Must have experience in the general Energy sector * Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions * Ability to manage multiple projects simultaneously * Ability to work under pressure and adhere to tight deadlines * Strong written and oral communication skills and ability to convey ideas * Creativity and intellectual curiosity * Ability to work independently and must be able to work effectively in a team environment * Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office * Series 79 & 63 The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
    $110k-130k yearly Auto-Apply 60d+ ago
  • Private Banker - San Antonio

    Midfirst Bank 4.8company rating

    Personal banker job in San Antonio, TX

    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.
    $52k-95k yearly est. 60d+ ago
  • Universal Banker

    Interbank

    Personal banker job in Texas

    Job Status: Non-exempt, Full Time Objective/Summary: The Universal Banker is responsible for working as both a Teller and Personal Banker to better serve InterBank customers. Essential Functions: Processes customer transactions with professionalism and courtesy. Handles customer complaints and works through these sensitive issues to resolution. Performs data entry to complete reporting requirements. Ensures that currency and coin requirements, limitations, regulations and provisions are maintained. Maintains a positive working relationship with customers and co-workers. Know the identity of the customer to reduce fraud and risk of loss to the Bank. Demonstrates knowledge and expertise of teller and personal banking functions and procedures. Supports the Company s overall mission, standards, and confidentiality guidelines. Open and close various customer accounts based on customer need. Maintains strict confidentiality guidelines in accordance with Bank policy. Maintains strict control and security of cash under your supervision. Maintain policy and procedures as defined by Management. Cross-sell products and services. Assist with customer phone calls in a timely and courteous manner. Interacts in a professional, courteous manner with customers, co-workers, vendors, etc. Maintains strict confidentiality in accordance with company policy. Maintain personal grooming and company dress and appearance standards. Maintain company attendance standards. Maintains facilities and make necessary repairs as needed. Recommends and get approval from manager for large repairs. Other tasks as assigned. EDUCATION, EXPERIENCE AND REQUIREMENTS: High school graduation or G.E.D. equivalent. Two years of personal banking or bank customer service experience. Satisfactory credit and criminal background check. SKILLS AND PHYSICAL DEMANDS: Skills: Hard Skills: Proficient in basic personal computer operations. Proficient in 10-key. Able to type efficiently. Soft Skills: Good verbal and written communication skills, attention to detail, organization skills, can-do attitude, problem solving skills, decision-making skills sense of urgency, and strong work ethic. Typical Physical Demands: Regularly required to talk and hear. Requires standing and or sitting for an extending period with some walking, with some bending, kneeling, stooping, crouching, crawling, and climbing Occasional light lifting not over 50lbs Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Training for this role will be conducted at our training center located in Graham, Texas, with attendance expected unless an approved accommodation is needed. Nothing in this position description restricts management s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time. Affirmative Action/EEO Policy Statement InterBank is committed to maintaining an environment of equal opportunity. Accordingly, it is InterBank s policy to provide equal opportunity for employment, advancement, and benefits to all qualified applicants and employees without regard to age, race, religion, sex, color, national origin, disability, citizenship status, uniform service membership/veteran status, or any other protected status as established by law. Our commitment is to achieve and maintain excellence through full and equal opportunity, which is fundamental to the existence of InterBank. It is therefore the policy of InterBank not only to avoid direct discrimination but to go further. The company will act affirmatively to identify and eliminate barriers that may exclude or impede members of certain groups in their pursuit of excellence. Such affirmative action will address the treatment of persons who are already members of the company, as well as applicants for admission or employment.
    $30k-41k yearly est. 9d ago
  • Universal Banker

    First Bank Texas 3.6company rating

    Personal banker job in Texas

    Excellence in Personal Banking First Bank Texas is looking for creative, curious, goal oriented, relationship builders to provide excellent customer interactions while offering customized solutions to specific needs. Company Vision We engage with each other, customers, and our communities to ensure they say “That's My Bank” for generations. Position Vision Provide a level of service and needs based relationship management that results in extreme customer loyalty. Our Universal Bankers use creative problem-solving skills to ensure our customers only need one bank - First Bank Texas. Position Summary Our Universal Bankers have a passion for building relationships, filling customer needs and delivering excellent customer service. The person in this position is the face of First Bank Texas and uses their creativity, curiosity, and relationship skills to exceed customer expectations. You will provide expert financial advice and great service, while adhering to established Bank policies, procedures, and objectives. Performs any function, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Strive for excellence in conducting needs-based conversations to identify solutions for customers. Duties and Responsibilities • Developing and maintaining customer relationships by using our needs-based solution development process. Being fully knowledgeable and skilled in the areas of teller, vault, ATM processing as well as safe deposit and cash recycler at applicable branches • Adhering and complying with new account opening procedures including compliance requirements for both personal and business account relationships • Assisting customers in their selection of various accounts and financial services • Identifying opportunities to offer all bank services • Opening, maintaining, and closing of all account types • Promoting business for First Bank Texas by maintaining good customer relations and referring customers to appropriate staff for new services • Participating in monthly branch audit activities Desired Qualifications • Minimum 90 days Teller experience • Experience with needs-based selling • Excellent interpersonal skills - verbal and listening proficiency • Strong attention to detail • Passion for providing outstanding customer service to all clients Equal Employment Opportunity Policy
    $30k-34k yearly est. 7d ago
  • Universal Banker (Harlingen)

    Primelending 4.4company rating

    Personal banker job in Harlingen, TX

    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. 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.
    $30k-37k yearly est. Auto-Apply 17d ago
  • Floating Universal Banker

    Citizens State Bank 3.4company rating

    Personal banker job in Somerville, TX

    Universal banker with special emphasis on deposit operations. Major duties include: Process all new and existing account transactions Cash checks with assigned limits Accept deposits, withdrawals, and verify signatures Assist customers in their selection of various accounts and financial services Open, maintain, and close all account types Build customer relationships Promote the company's services, answer customer questions, and direct customers to appropriate departments Maintain current working knowledge of CSB handbook, policies, and procedures Perform branch clerical duties Other duties as required Qualifications High school diploma or GED required Minimum 2 years of cash handling/customer service experience Financial institution experience a plus Bilingual (English/Spanish) preferred Good communication and interpersonal skills Type 25 WPM and proficient in utilizing PC, software, and other office equipment Teamwork and dedication to developing strong relationships with coworkers Able to move up to 25 pounds and to sit or stand for long periods of time Good vision (correctable), hearing, and manual dexterity Able to maintain a consistent attendance record in a flexible Monday through Friday schedule
    $27k-34k yearly est. 20d ago
  • Universal Banker I Floater

    Home Bancorp, Inc. 4.3company rating

    Personal banker job in Houston, TX

    PURPOSE OF THE JOB This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction. The Universal Banker I position responsibilities include teller operations and some basic maintenance requests for deposit accounts. MAIN DUTIES OF THE JOB * Promptly and accurately handles lobby, drive-thru, night deposit, or bank-by-mail customer transactions, according to Home Bank's policies and procedures * Cash handling, including but not limited to, counting, verifying, and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment * Assists with daily Vault duties, as needed, and may operate as vault custodian * Process daily teller work ensuring debits and credits balance in accordance with established policies and guidelines * Provide comprehensive, prompt, and efficient customer service in all transactions per policy and procedure * Engage in conversations with customers to build relationships, determine financial needs and make recommendations * Contribute to banking center success by achieving assigned branch and line of business referral goals * Maintains a working knowledge of deposit and lending products and services offered by the bank with the ability to utilize systems in place for performing maintenance on deposit accounts, and enrolling customers in various services * Clear and effective verbal, written and interpersonal communication skills, with the ability to carry out instructions and speak clearly to customers and employees * Be self-directed/motivated with the ability to work independently or as part of a team with little to no direct supervision * Operate as a mentor for newly hired/promoted team members in support of our Home Bank values * Use good judgment, remain aware of potential fraud, and be discreet with confidential information * Maintain a neat workstation and ensure that needed supplies are on hand and organized to present a professional environment * Perform other duties as required or assigned by leadership WHAT WILL YOU NEED TO SUCCEED * High School diploma or equivalent * General cash handling, sales and customer service experience; previous banking experience preferred. * Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation * Ability to work expected Banking Center hours of operation, including Saturday (based on Market and location). Travel may be required. HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER GOOD CREDIT IS A MUST CREDIT REPORT IS REQUIRED FOR EMPLOYMENT
    $30k-35k yearly est. 25d ago
  • Investment Banking Vice President, Energy - Houston

    Moelis & Company 4.9company rating

    Personal banker job in Houston, TX

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Energy group in Houston. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentation Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Senior Vice Presidents and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills and Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: 5+ years of relevant work experience We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $138k-242k yearly est. Auto-Apply 22d ago
  • Bilingual Universal Banker II

    Velocity Credit Union 3.4company rating

    Personal banker job in Austin, TX

    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.
    $34k-42k yearly est. 19d ago
  • Universal Banker I - Delaware

    Stellar Bank

    Personal banker job in Beaumont, TX

    This position is responsible for answering customers' questions, explaining available Bank services to best meet the customers' needs, cross selling Bank products and services as applicable. Compiling information and creating necessary forms and/or documents to open the account. Acts as customer service representative to existing and new customers. ESSENTIAL DUTIES AND RESPONSIBLITIES Promotes and cross-sells the Bank's products and services by assisting customers in their selection to meet their financial needs. Performs safe deposit duties by opening accounts, controlling access, assisting customers and accepting rental payments. Receives and places stop payment requests, check recorders and wire transfer requests. Makes decisions regarding the opening of new accounts, completes forms requiring customer signatures, accepts initial deposits; prepare all documents and items pertaining to checking accounts, savings accounts and certificates of deposit. Reviews reports necessary to job and maintains a superior level of accuracy in work. Follows policies and procedures; completes tasks correctly and on time. Provides assistance to Office Manager when needed. Maintains confidentiality of customer information. Ensures compliance with all bank policies and procedures. Answers phones and directs callers to proper Bank personnel. Refers customers to the proper department for issues that cannot be resolved in their area. Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin. Accepts loan, installment and collection payments. Balances cash drawer daily and verifies cash being returned to the vault. Consistently maintains account exceptions at less than 30 days. Compliance with any and all BSA/AML/CFT and Sanctions requirements set forth by Bank Policy and Procedure, including but not limited to timely completion of assigned training. SECONDARY DUTIES The position performs duties specific to the position and other functions as assigned by management. SUPERVISORY RESPONSIBILITY The position is not responsible for the supervision of any employees; however, the Universal Banker I is expected to provide leadership, training and support to less experienced staff members. ENVIRONMENT AND PHYSICAL ACTIVITY The incumbent is in a non-confined office setting in which they are free to move about at will. In the course of performing the duties and responsibilities of this position spends time writing, speaking, listening, lifting (up to 25 pounds), sitting, typing on a computer keyboard, and standing, kneeling and reaching. The incumbent for this position may operate any or all of the following: telephone, copy and fax machine, adding machine, computer and related printers. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The incumbent in this position must be able to read documents or instruments, detailed work, problem solving, customer contact, reasoning, math, verbal and written communication, analytical reasoning, multiple tasks with constant interruptions. MINIMUM REQUIREMENTS These specifications are guidelines based on the minimum experience required to perform the essential functions of the job. Individual abilities may result in some deviation from these guidelines: High school diploma or general education degree (GED); 2-3 years or more of related experience. Work-related experience should consist of a financial institution with customer service and opening of new accounts and teller functions. Basic knowledge of state and federal banking compliance regulations and other Bank operational policies. Basic skills in computer operations and Microsoft Office products and intermediate typing skills. Basic math skills such as the ability to add, subtract, multiply and divide using whole numbers, locate routine mathematical errors, and count currency, coin, and negotiable instruments in a timely manner. Effective oral, written and interpersonal skills. Effective time management skills and ability to maintain confidentiality. The ability to understand and follow procedures, write correspondence and speak clearly to customers and other Bank employees. Ability to deal with difficult problems and work with minimal supervision while performing duties.
    $30k-41k yearly est. 19d ago
  • UNIVERSAL BANKER

    Greater State Bank 4.0company rating

    Personal banker job in McAllen, TX

    The duties listed below may not include all the responsibilities that the person in this role may be asked to perform. \tProactively acquiring new customer relationships, leveraging centers of influence through outbound calling \tUses profiling methods to uncover and understand the customers financial needs, to find solutions and refer customers to bank partners for specialized products \tProvides world-class customer service and creates a positive banking experience \tWorks with customers to resolve customer service issues \tPerforms various account maintenance \tOpens new consumer and business accounts \tActively contributes to teams success \tAssist closing of consumer loans \tAssists with teller transactions \tBalance teller drawer, verify accuracy of posted transactions \tComply with all federal and state laws and regulations, and all established bank policies and procedures \tMaintains current knowledge of all rules, regulations and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML \tPerforms other duties as assigned QUALIFICATIONS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. \tHigh School Diploma or GED equivalent \tMinimum of 2-3 years of sales and service experience \tStrong communications skills \tExperience using personal computers, Microsoft Word, Excel and Outlook \tAbility to multi-task and meet deadlines \tMust be able to work flexible hours as scheduled (Monday through Friday, and Saturday rotation) \tBanking experience is desired \tHigh level of customer sales and service experience is desired \tBilingual in English and Spanish is desired Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
    $30k-36k yearly est. 23d ago
  • Universal Banker

    Sunflower Financial Inc.

    Personal banker job in El Paso, TX

    Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our El Paso Mesa branch! Customer Service experience is a MUST Cash Handling experience is a MUST Banking experience is a plus but not required- WILL TRAIN! Excellent Benefits, PTO, Incentive Pay, and company perks! The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers. If you are dedicated to providing exceptional customer service, detailed-oriented, possess good computer skills, this is the job for you! Responsibilities: Perform full service banking with a primary focus on service and sales to new and existing customers within the branch. Perform teller duties including cash transactions, open or update accounts, and provide information on other products and services. Ability to focus on and fulfill customer needs to maximize the customer experience on the phone and during branch visits. Meets/exceeds sales and referral goals and meets/exceeds individual and branch targets. Provide information to customers regarding promotions, contests, and new account options. Education / Experience Preferred: High School Diploma or equivalent. An equivalent combination of education and experienced may meet qualifications. Pay is dependent on knowledge, skills, abilities, experience and location. Sunflower Bank Benefits employees enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more employee perks & incentives! People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team. If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
    $31k-41k yearly est. 9d ago
  • Universal Banker

    First Lockhart Bank Careers

    Personal banker job in Austin, TX

    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.
    $30k-41k yearly est. 20d ago
  • Universal Banker

    Nizari Progressive Credit Union

    Personal banker job in Austin, TX

    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.
    $30k-41k yearly est. 8d ago
  • Universal Banker

    Sunflower Bank, N.A 4.3company rating

    Personal banker job in Rosenberg, TX

    At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Rosenberg, TX branch! Customer Service experience is a MUST Cash Handling experience is a MUST Banking experience is a plus but not required- WILL TRAIN! Excellent Benefits, PTO, Incentive Pay, and company perks! Description: The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers. If you are dedicated to providing exceptional customer service, detailed-oriented, possess good computer skills, this is the job for you! Responsibilities: Perform full service banking with a primary focus on service and sales to new and existing customers within the branch. Perform teller duties including cash transactions, open or update accounts, and provide information on other products and services. Ability to focus on and fulfill customer needs to maximize the customer experience on the phone and during branch visits. Meets/exceeds sales and referral goals and meets/exceeds individual and branch targets. Provide information to customers regarding promotions, contests, and new account options. Education / Experience Preferred: High School Diploma or equivalent. An equivalent combination of education and experienced may meet qualifications. Pay is dependent on knowledge, skills, abilities, experience and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
    $29k-34k yearly est. 34d ago

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