Personal banking representative jobs near me - 208 jobs

Back 63d Associate Private Banker - Private Banking COL #31-8231 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd. OH. Market Columbus Work Hours per Week 37.5 Requirements Minimum of 2 years of private banking, retail banking management, consumer and/or commercial lending experience. Bachelor's degree in business, Finance or Accounting is preferred. Job Description Summary Responsible for providing full-service banking to high-net-worth individuals. Essential Function Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Essential Duties and Responsibilities Meet the credit and depository needs of high-net-worth customers. Call on current customers and prospects to develop new business by promoting bank services and products. Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services. Represent the bank in civic, community, and industry function to network and develop additional business. Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities. Assist experienced staff in managing existing book of business Licenses & Certifications Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Technical Skills Proficient in Microsoft Office products including Outlook, Word and PowerPoint. Ability to become proficient in various other systems. Other Skills and Abilities Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines. Working knowledge of account opening policies and procedures. Understanding of regulatory guidelines. Working knowledge of the loan application and loan approval process. Working knowledge of credit analysis and lending functions. Knowledge of financial ratios and business principles. Knowledge of financial planning. Familiarity with fiduciary principles and prudent investing concepts. Basic knowledge of income, estate and gift tax principles. Candidate with ties to the area or knowledge of the local market (preferred). Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Willingness to learn new skills under guidance of Private Banking team lead. Excellent team player. Willingness to provide a level of service which will clearly differentiate us from our competitors. Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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.

OppFi is a leading tech-enabled digital finance platform that works with banks to provide financial products and services for everyday Americans. Through a transparent and responsible platform, which includes financial inclusion and excellent customer experience, the Company supports consumers who are turned away by mainstream options to build better financial health. We are a team of caring, innovative, and inclusive individuals who thrive in being immersed in diverse talents, expertise, perspectives, and backgrounds. Our employees approach every new challenge with an unparalleled ability to see what could be rather than settle for what is. Our business principles guide us and create an open and collaborative culture where we improve 1% every day, and the best ideas always win! We welcome individuals who want to make an impact in the financial system by facilitating credit access, expanding financial inclusion, promoting financial health, and delivering exceptional customer service. A few other fun facts about us. OppFi is one of the top consumer-rated financial platforms online, maintaining a 4.5/5.0-star rating on Trustpilot. We are a 2025 Crain's Fast 50™ company and were named on Built In's 2025 Best Places to Work in Chicago. About the job: The Bank Partnerships Associate will support OppFi in the daily management of 1 or more important bank partners, working with all senior leadership and reporting to the Director of Business Operations. What you get to do: Build product knowledge around OppFi's platform and bank-partner specific implementations Collaborate closely with internal stakeholders, including the Product, Credit, Marketing, Legal, and Compliance teams to manage all bank-related activities, such as technology change requests, vendor approvals, and marketing content review. Drive and champion continuous improvement in partnership operations by focusing on establishing clear review timing and accountability to deadlines, optimizing reporting approaches, and improving cycle-time efficiencies in collaboration with bank partners and internal teams. Surface relationship or compliance concerns to management based on feedback from partners Monitor and track issue resolutions stemming from audits, testing and monitoring and product technical defects Provide support for ongoing bank partner planning and ensure readiness for audits. What you will bring to the team: Solution-Oriented Critical Thinker who can analyze complex problems, synthesize information, and propose thoughtful, viable solutions. Strong Ownership and Reliability demonstrated by taking full responsibility for partner outcomes and consistently meeting commitments, deadlines, and communication expectations. Proactive and Process Improvement Minded: able to anticipate partner needs, internal bottlenecks, and potential risks, while constantly seeking opportunities to optimize existing workflows for greater efficiency and compliance. Outstanding Communicator and Relationship Builder who can articulate complex operational and compliance issues clearly and concisely, and cultivate strong rapport with both internal cross-functional teams and external bank partners at all levels of seniority. Proven ability to manage team dynamics and interact professionally with individuals across various levels of seniority and working styles. Experience excelling in a remote work environment The willingness to take on new tasks and broaden the scope of responsibilities Knowledge about or experience with JIRA, Smartsheet, Monday.com, Slack and Trello Bachelor's degree 2+ years of prior work experience in FinTech or financial services with a focus on technology Reports to: Bank Partnership Lead Job Level: Associate Total Rewards and Benefits: At OppFi, we are committed to fostering a fair and equitable workplace. The compensation range for this role reflects our good faith compensation estimate for this position. Final offers are determined based on a myriad of factors including, but not limited to experience, skills, qualifications, and other relevant business considerations. Candidates are encouraged to discuss compensation expectations during the hiring process. In addition to base pay, the total compensation package includes eligibility and potential for performance-based bonuses and equity grants dependent upon the role and job level. OppFi offers a flexible, remote environment, 401(k) matching program, and generous paid time off. Other benefits include medical, dental, and vision coverage, and tuition reimbursement. Additional benefits include DoorDash DashPass, Figo pet insurance, Rocket Lawyer, and access to LinkedIn Learning. OppFi also offers Fringe, a lifestyle benefits platform that allows employees to decide how to spend rewards from dozens of vendors like Uber, DoorDash, and UrbanSitter. #LI-Remote Compensation Range:$59,200-$88,800 USD EEO Statement: OppFi is an equal opportunity employer and does not discriminate based on any actual or perceived legally recognized protected bases under local, state, federal law, or regulations. Our goal as a company is to build an equitable workplace that actively works to dismantle systems of oppression in our processes, procedures, and interactions. We aim to help our employees thrive where they work and beyond. Check out our Culture page here. As part of OppFi's commitment to providing equal opportunity to qualified individuals, OppFi will ensure that persons with disabilities are provided reasonable accommodation as defined by applicable laws and organizational policies. If reasonable accommodation is needed to participate in the job application or interview processes or job requirements, please contact our People Team at ********************. Pursuant to the requirements of the California Consumer Privacy Act, OppFi is providing the "OppFi California Employee Privacy Policy", which details the categories of personal information collected and your rights under the policy. If you are a California resident, please review the policy here: ******************************* The information in this document is for general informational purposes only. It is not intended to be an all-inclusive list or description of the organization and its requirements for positions and employees. OppFi reserves the right to modify or change the information on this document at its discretion.

Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact. As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence. The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution. Job responsibilities Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions Conduct market and competitor research to inform digital marketing strategies Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations Write and optimize SQL queries and stored procedures for data extraction and analysis Develop and maintain interactive dashboards and reports using data visualization tools Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities Mentor and coach team members, support talent onboarding and development Foster a culture of high performance and innovation Required qualifications, capabilities, and skills Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics) Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources Solid understanding of IT processes, databases, and controls reporting Strong analytical, problem-solving, and communication skills Proficiency in web analytics platforms and SEO/SEM tools Flexibility and adaptability to listen, defend, or change direction based on consensus Superior judgment to mitigate risk and anticipate trends Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines Proven ability to collaborate effectively with stakeholders and cross-functional teams Preferred qualifications, capabilities, and skills Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms Proven ability to solve business problems using scientific analytics and translate data insights into strategies Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies Experience with A/B testing platforms and tag management systems Experience conducting market and competitor research to inform digital marketing strategies Ability to communicate compelling stories from data, highlighting customer behaviors and trends Lifelong learner with a growth mindset, actively sharing knowledge with the team Excellent communication skills, able to collaborate with senior leaders to support decision-making

PAX Health is a leading mental and behavioral health organization dedicated to providing comprehensive and compassionate care to individuals facing mental health challenges. Our team of professionals strive to create an environment where mental health is prioritized, stigma is eradicated, and individuals can thrive in their journey towards well-being. The Partner Success Representative is responsible for driving new business and expanding existing partnerships within their assigned territory. This role combines sales and client relationship management, requiring exceptional communication, organization, and a proactive approach. Frequent travel within the region is required to build strong face-to-face relationships with partners. This position is offered in two regional focuses: New York Representative: Covers all five New York City boroughs and surrounding areas Focuses on outpatient services, workers' compensation, and neuropsychology services Responsibilities: Prospect and generate new business opportunities through cold calling, research, and networking Qualify leads from campaigns, conferences, referrals, and digital sources Build and maintain a robust pipeline in the CRM Present PAX Health solutions to potential clients and address inquiries Develop and execute a territory growth plan to achieve sales goals Track and report performance metrics regularly Manage relationships with existing partners to drive referrals and expansion Travel locally and regionally ~3-4 days per week, with occasional overnight travel as needed Requirements Minimum of two years of sales experience required Bachelor's degree preferred Healthcare, menta/behavioral health or medical sales experience preferred Candidates with strong sales experience from other industries will be considered Experience working with CRM systems required Strong verbal and written communication skills Comfortable with cold calling, relationship-building, and consultative selling Goal-oriented, persuasive, and self-motivated Strong time management skills with the ability to multitask and prioritize Valid driver's license and willingness to travel locally and regionally ~3-4 days per week with occasional overnight stays Compensation & Incentives: Base salary: $50,000 annually Incentive plan: Commission tied to total referrals and revenue after conversion Physical Requirements/Work Environment: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Combination of remote work and in-person travel within the territory Dynamic, collaborative startup environment Occasional lifting up to 25 lbs. may be required Salary Description $50,000

Associate Bank Recruiter (1099) - Remote (Rockport, TX) - Job # 3433b Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position The Symicor Group (a bank-only recruiting firm comprised of former bankers) is seeking an experienced Recruiter with a demonstrated ability to call back and work with candidates who have applied for a bank position. The incumbent will act as a subject matter expert to gain the trust and respect of candidates and bank clients. You will interview bank candidates and prepare successful candidates for submission to our client banks across the nation. This individual will work with recruiters, senior management, hiring managers, and local Human Resources staff to develop and execute sourcing plans based on business needs. Recruiter responsibilities include: Scan current bank clients' list of job openings and match them to Symicor Group's over 14,000 bankers across the U.S. Screening and identifying talent through Symicor Group provided passive and active sources including postings, social networking, internet research, etc. Convey and leverage your banking knowledge to Symicor Group candidates Effectively promoting The Symicor Group brand across numerous markets and professional communities. Acting as primary communication point with candidates from initial contact point to interview. Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Five or more years of experience in Banking Recruiting experience in a financial institution. Proven experience building and maintaining pipelines. Knowledge of Bullhorn ATS System a plus! Persuasive interviewer who has practice in various interview techniques. Creativity and resourcefulness to identify and leverage the resources, information, and assistance needed to solve client problems. Strong and proven long-term relationship builder with proven sales ability and influencing skills. Strong knowledge of banking positions and skills required across various job families. Proficient with MS Office, Outlook, web-based recruiting systems, internet tools, and direct sourcing methods. General knowledge of recruitment policies and practices. Knowledge of applicable Employment Laws including Diversity Legislation, FLSA, VEVRAA, etc. The next step is yours. Email us your current resume along with the position you are considering to: ************************

JOIN OUR DYNAMIC TEAM! Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I. We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork. THIS IS NOT A REMOTE POSITION. Essential Functions: Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information. Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision.. Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required. You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals. Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc) Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish. Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums. Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds. Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base. Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts. Maintain professional appearance. Maintain excellent attendance record, including punctuality and preparation. Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to: Make a difference in the lives of our members by helping them navigate their financial journeys. Work alongside passionate professionals who share your enthusiasm for lending and member service. Enjoy a competitive compensation, benefits, and opportunities for professional growth. If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today! Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. JOIN OUR DYNAMIC TEAM! Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I. We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork. THIS IS NOT A REMOTE POSITION. Essential Functions: Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information. Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision.. Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required. You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals. Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc) Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish. Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums. Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds. Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base. Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts. Maintain professional appearance. Maintain excellent attendance record, including punctuality and preparation. Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to: Make a difference in the lives of our members by helping them navigate their financial journeys. Work alongside passionate professionals who share your enthusiasm for lending and member service. Enjoy a competitive compensation, benefits, and opportunities for professional growth. If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today! Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. Qualifications: Education : · HS Diploma or equivalent required. Experience : · Two years or more in a financial institution with previous consumer lending & deposit account experience is required. · NMLS registration is a plus · Sales experience is a plus Skills Required : · Bilingual English/Spanish fluency required. · Must be service-minded and team oriented. · Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required. · Requires effective member relation/cross selling skills. · Ability to manage multiple priorities. Performance Standards: Meet new accounts goal monthly. Meet Credit Disability monthly goal on eligible loans. Meet Credit Life monthly goal on eligible loans. Meet goal on Mechanical Repair Coverage Policies sold monthly. Meet goal on GAP Policies sold monthly. Meet minimum monthly loan volume goal. Pay rate $23/hr-$28.00/hr, commensurate with experience. This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team. Consumer Loans, Lender, Loan processor, Skills & Requirements Qualifications: Education : · HS Diploma or equivalent required. Experience : · Two years or more in a financial institution with previous consumer lending & deposit account experience is required. · NMLS registration is a plus · Sales experience is a plus Skills Required : · Bilingual English/Spanish fluency required. · Must be service-minded and team oriented. · Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required. · Requires effective member relation/cross selling skills. · Ability to manage multiple priorities. Performance Standards: Meet new accounts goal monthly. Meet Credit Disability monthly goal on eligible loans. Meet Credit Life monthly goal on eligible loans. Meet goal on Mechanical Repair Coverage Policies sold monthly. Meet goal on GAP Policies sold monthly. Meet minimum monthly loan volume goal. Pay rate $23/hr-$28.00/hr, commensurate with experience. This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team. Consumer Loans, Lender, Loan processor,

United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer. You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This position offers the opportunity to make a meaningful impact by helping customers achieve their financial goals. What You'll Do * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.• Maintain a comprehensive understanding of retail banking products and services.• Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.• Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.• Educate customers on options for managing transactions using technology and all other tools and resources available.• Apply product and service knowledge to effectively solve customer problems.• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.• Ensure adherence to banking regulations and internal policies. Requirements For Success Required Skills/Experience/Education: • 1+ years of previous banking, cash handling, or retail experience.• Demonstrated analytical, accuracy, and problem-solving skills.• Strong verbal and written interpersonal communication skills. Conditions of Employment * Must be able to pass a criminal background and credit check * This is a full-time, non-remote position FLSA Status: * Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.

JobID: 210628897 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.

Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative with Robert Reed State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. This is a remote position.

We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits. * FTE 1.0, authorized for 80 hours per pay period. * Schedule: Monday-Friday, 8:30am - 5:00pm. * Remote position. * Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more! M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs. As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees. Responsibilities * Practice excellent telephone etiquette and active listening skills. * Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients. * Document and track all communication with insurers, clinic staff, and patients. * Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination. * Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary. * Enters referrals with all pertinent information into Epic referral entry. * Initiate process to establish company account for worker's compensation patients and all other insurances as needed. * Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services. * Contact patients with insurance issues such as termed insurance. * Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement. * Assist in training new insurance staff * Acquire insurance referrals from PCC, if required by insurance. * Submit appeals to insurances for prior authorization, if needed. * Incorporate new changes in insurance verification and adapt to changes in volume of workload. Required Qualifications * 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas. * Experience with electronic health record software. Preferred Qualifications * Associate of Science * Vocational/Technical Training * Epic experience * Insurance/benefit verification experience * Referrals and/or prior authorization experience * Knowledge of medical terminology and clinical documentation review * 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization * Knowledge of computer system applications, including Microsoft Office 365 Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status

State Bank, a growing community bank, has an exciting employment opportunity based out of our Dublin office! We are looking for a Full Time Universal Banker to join our dynamic team of sales and service professionals. We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more! In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve. Apply Today! Equal Opportunity Employer

Job Description We don't care about where you've been - we care about where you want to go. Join a fast-growing team that provides mentorship, proven systems, and flexible work so you can earn what you're worth. You'll learn to guide families through simple financial programs that protect income and reduce debt. Highlights: No cold calls or door knocking - we provide warm leads. Full training, mentorship, and leadership development. Performance-based pay (commissions + bonuses). Health, dental, and vision options. If you've got the drive, we've got the roadmap. Who Thrives Here People who are: Coachable and willing to follow a proven process. Self-driven and goal-oriented. Good communicators who care about helping others. Looking for long-term stability and income growth, not another short-term job. No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it. Why Apply Now Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture. If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance. No scripts. No hype. Just a real opportunity to grow - on your terms. Apply today, and we'll set up a short conversation to see if it's the right fit. Requirements18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus-but not required. Comfortable working remotely and independently. BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance. Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income. Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership - Build your own business with real contractual ownership. Legacy Business Transfer - Pass your agency to a loved one and create generational wealth. Free Life Insurance - One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit. Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.

We are an independent financial services division of Transamerica Financial Advisors with over 40 years of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds. We take an educational approach to our services, ensuring that our clients understand the financial decisions they make and are prepared for a safe and stress-free life. The Opportunity This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients. We are looking for someone who wants: Remote Work from Home Lucrative Career Change To Work With People Ownership of a Business Control of Their Time Commission, Residual, and Passive Income A Career in the Financial Sector Mentorship and Personal Development Our Services We offer a wide range of financial services, including: Financial Education Personal Finance Retirement Solutions Long Term Care Small Business Protection Plans 401K and IRA Rollovers Life Insurance Planning College Planning Estate Planning And more. First 30 Days & Training Program You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our platform over time. Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule. In your first 30 days, you will complete our training program which includes: Acquiring Your Life and Health License Attending Virtual Trainings and Completing Field Trainings Marketing and Growing the Foundation to Your Business Developing Lead Systems and Creating a Business Plans Identifying First Clients and Business Partners You will be assigned multiple mentors to guide you along your journey as you grow more and more independent. Virtual Live Weekly Training Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business. Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month. Who Are We Looking For? Someone With.. Legality, Ethics, and Morality Entrepreneurial-Minded/Self-Starters Interest in Finance, Money, & Investments Leadership Skills / Wanting Growth An Ambitious, Go-Getter Attitude Great People Skills and Public Speaking Customer Service (Client Relations) Requirements Background Check & Clean Record USA Citizen with Valid Social Security Number At Least 18 Years of Age High Level of Integrity and Moral Compass ****Able to Complete Licensing in 30 Days****

About Us The Munger Agency is a fast -growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote -first, growth -driven, and dedicated to mentorship and professional development. Job Summary We are looking for self -motivated, coachable individuals who are ready to launch a long -term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one. Key Responsibilities Communicate with prospective clients who have requested information Understand individual needs and provide tailored recommendations Manage your schedule, client follow -ups, and personal goals independently Work within a team -focused environment that values learning and collaboration Participate in regular training and mentorship to improve performance What We Offer Work -from -home flexibility with full -time or part -time options Complete training and hands -on mentorship A supportive and growth -oriented team culture Clear path to advancement and leadership opportunities Requirements What You Need Strong communication skills and a desire to help others Self -discipline and a high level of personal responsibility Willingness to learn and adapt in a fast -paced environment Comfortable working independently and remotely Must be 18 or older and authorized to work in the U.S.

Job Description About the Opportunity: Join a rapidly growing agency helping families across the U.S. protect what matters most. Whether you're licensed or just starting out, we'll provide the mentorship, training, and tools to help you thrive. What You'll Do: Work remotely from anywhere in the U.S. Connect with clients who requested information - no cold calls Offer coverage options from trusted carriers Build relationships while protecting families Option to develop your own agency What We Offer: Comprehensive virtual training Step-by-step licensing guidance Flexible scheduling (PT or FT) Commission-based income with daily pay Bonus programs Warm leads and full team support Compensation (Commission Only): PT $1,500 - $3,000 / mo FT $3,000 - $7,000 + / mo We're Looking For: Driven and coachable individuals Clear communicators Independent and goal-oriented Ready to earn a license (we help you) Requirements: U.S. resident, 18 + Background check Internet + phone + computer ⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market. Apply Now to take control of your career and income. Requirements Must be 18 years or older U.S. resident (currently hiring in the U.S. only) Must be able to pass a background check Willing to obtain a Life & Health insurance license (we help with this) Comfortable working remotely with internet access Strong communication skills Self-motivated and coachable Benefits Remote work - work from anywhere Flexible schedule - set your own hours No income cap - performance-based pay Access to warm leads - no cold calling Daily pay from top-rated insurance carriers Bonus structure available Licensing support for new agents Team mentorship & leadership development Potential to grow your own agency

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work: American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 Top Workplaces USA national award in 2022, 2023, 2024 and 2025 Newsweek's America's Best Banks 2023 and 2024 Newsweek's America's Greatest Workplaces 2024 and 2025 Forbes America's Best Banks 2024 and 2025 Forbes Best-in-State Banks 2020, 2021 and 2025 TIME's America's Growth Leaders 2026 award winner At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose The position provides excellent service to customers in accordance with Peoples Bank policies. Will open deposit accounts, handle CSR transactions, sell/cross sell bank products and services, generate and execute consumer loans, and resolves customer service issues. This position engages in sales and service activities in branch locations. Contribute directly to the success of the banking center by recognizing and uncovering opportunities to make sales referrals on products and services. This position will also refer customers to the appropriate source or channel to address their need. Job Duties Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. Will be responsible for processing complex multi-step transactions. Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue based meetings where other needs can be uncovered. Consistently meeting or exceed sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers. Consistently completes required training for all bank and branch policies and procedures. Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization. Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Follow operational standards regarding security, risk management, and compliance. Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the Salesforce. Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities. Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. Responsible for meeting Retail Branch Standards which includes dress code. Will perform special projects as assigned. Education, Experience and Job Skills: High School Diploma or GED; Minimum 1-year work related experience in customer service. Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel). Excellent verbal and written communication skills. Positive and professional attitude. Proven Team Player. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc based upon the branch set up. Must be able to lift up to 25 lbs. consistently Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Must be able to pass background and credit standards to hold NMLS credentials. Trustworthy and confidential behavior is essential in this role. Basic Qualifications: High School Diploma or GED. Minimum 1-year work related experience in customer service. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. Must be able to lift up to 25 lbs. consistently. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.

Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker

Job Description Universal Banker II / Loan officer Who we are SMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, works, worships, goes to school, or volunteers in Anoka, Hennepin, Ramsey, or Washington Counties of Minnesota. We play an active role in supporting those communities through volunteerism and financial education. offer everything from home-buying seminars to loan and deposit products, to investment services, to free financial advice to our members. At SMW, you're part of a team that is energetic, hardworking, and dedicated. We're proudly building the best possible team to serve the needs of our members. Our philosophy is member-centric - loyal members are the key to our success, so we are service-oriented team players with strong interpersonal skills, and great attitudes and are adaptable to a changing environment. We hold to the adage “hire for attitude and train for skill.” Founded on the credit union motto of “people helping people,” we look for candidates who want to make a difference. We have the tools and training for the right individuals to live our member-centric philosophy - to build trusting relationships and strong financial futures. Description SMW Financial Credit Union has an immediate need for a Universal Banker II/Loan Officer at our Lino Lakes branch. New hires will receive a $1000.00 sign-on bonus ($500 after 90 days, $500 aftwr 180 days). This position is responsible for establishing and strengthening member relationships by acting as a trusted advisor in identifying sales opportunities beneficial to each member. A Universal Banker II is responsible for opening and closing accounts, originating, underwriting and closing loans, cross selling products and services by providing personal and excellent member service. In addition, this position acts as back-up to the frontline staff as business needs dictate. Minimum Qualifications High School Diploma or GED 2 years of banking and lending experience Background study and credit checks required Proven sales experience Previous experience meeting lending goals Ability and willingness to work out of our Maplewood branch as business needs dictate Proficient knowledge of MS Office Software High degree of accuracy and close attention to detail Excellent verbal and written communication skills Ability to problem solve and multitask in a busy environment while maintaining a member focused professional demeanor. Proven team player Ability to sit or stand for long periods of time The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job Type: Full-time Benefits: At SMW, we emphasize the importance of teamwork, an ongoing commitment to learning and training, and a positive work environment. Employees receive generous and comprehensive benefits packages which include: 401(k) 401(k) matching Dental/Vision insurance Flexible spending account and health savings account Traditional and High Deductible health plan options available including no-cost plans. Life insurance Paid time off, including Federal Holidays Employee Assistance Program Optional AFLAC supplemental insurance Education and training opportunities Physical setting: Office Schedule: 7.5-8 hour shift Weekend availability, typically once every 5 weeks (Working from home answering phone calls Saturdays 8:45-12:15) Supplemental pay types: Signing bonus Ability to commute/relocate: Lino Lakes, MN 55014: Reliably commute or planning to relocate before starting work (Required) Application Question(s): In your recent work history have you worked for the same employer for at least one year? Do you have access to reliable transportation? Education: High school or equivalent (Required) Experience: Sales: 1 year (Required) Cash handling: 1 year (Required) Banking: 2 years (Required) Microsoft Office: 1 year (Preferred) Work Location: One location, occasionally may work at our Maplewood office.