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  • Financial Representative Trainee - Starting at $16/hr

    Mutual of Omaha 4.7company rating

    Relationship Banker Job In Farmville, VA

    Financial Representative Trainee (Sales) -- Richmond, VA Work Type: Full Time Regular Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Ability to travel up to 50% of the work period and maintain a valid driver's license in order to attend appointments and meetings. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales)--Miami, FL Florida | 503421 Financial Representative Trainee (Sales) - Omaha, NE Nebraska | 503247 Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503424
    $36k yearly 4d ago
  • Virtual Banker

    Park State Bank 4.0company rating

    Remote Relationship Banker Job

    CORE VALUES: Park State Bank's Core values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, And INNOVATIVE. We endeavor to live by these values in all that we do! MISSION: The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience. POSITION SUMMARY: The Virtual Banker provide exceptional banking services to our clients through virtual channels, such as phone, video conferencing, chat, and email. This role assists clients with their financial needs, answers inquiries, provides guidance, and offers solutions to enhance their banking experience. The selected candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering outstanding customer service in a virtual environment. The role performs routine transaction processing duties as needed for support. As needed, this role may rotate between locations. Key Responsibilities: Virtual Customer Service: Provide personalized and professional banking support to clients through virtual communication channels, such as phone, video conferencing, chat, and email. Digital Tools: Demonstrate proficiency in using virtual banking platforms and applications. Assist clients in troubleshooting issues related to online and mobile banking platforms, including login problems and technical errors. Account Management: Assist clients with account-related activities, including transfers and maintenance, debit card inquiries, questions and requests regarding enrollment in self-service products. Utilize a working knowledge of the organization's products to meet department productivity and quality standards. Problem Solving: Investigate and resolve client complaints, issues, and inquiries in a timely and efficient manner. Collaboration: Collaborate with other departments to resolve complex client issues and ensure a seamless customer experience. Compliance: Ensure strict adherence to all banking regulations, policies, and procedures during client interactions. Documentation: Maintain accurate records of client interactions, transactions, and issue resolutions. Quality Assurance: Maintain a high standard of service quality and contribute to the continuous improvement of virtual banking processes. SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES: Other duties may be assigned. COMPETENCIES: Customer Orientation Results Orientation Integrity Initiative Team Player OTHER SKILLS AND ABILITIES Must be proficient in using virtual communication tools, including video conferencing, chat, and email. Strong interpersonal and communication skills, both written and verbal. Customer service focused Maintain confidentiality of customer information Resourceful, well organized and ability to manage distractions Proficiency in using virtual communication tools, including video conferencing, chat, and email. Knowledge of banking products, services, and regulatory compliance. Problem-solving abilities and attention to detail. Ability to work independently in a virtual environment and collaborate with a remote team. PERFORMANCE MEASURES: Meets or exceeds quarterly goals as pre-established by immediate supervisor Maintains confidentiality of customer account information Follows established policies and procedures in responding to inquiries and requests Willingly participates in bank training, including sales and service training In compliance with all regulations related to job duties Effectiveness of communications and development of good working relationships with co-workers and customers WORKING CONDITIONS: Will need to be able to handle stressful situations and function in a very fast-paced environment while remaining calm and precise. Must have excellent interpersonal and organizational skills and enjoy working with the public. Will need to communicate in a clear, concise, and pleasant manner. On occasion, may have to work longer hours than scheduled. Must be able to meet deadlines, multi-task and adjust priorities as necessary. Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank's vendors. Must be a self-starter who challenges existing processes and can identify and implement efficiencies and cost-saving solutions. Will have access to and knowledge of all employees' accounts, client information, and the bank's finances, so the ability to keep information confidential is extremely important. The employee will be working in an indoor office setting in a light work situation (exerting up to 20 lbs. of force frequently, and/or a negligible amount of force constantly to move objects). Must be able to remain in a stationary position 50% of the time and be able to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity equipment. Employee frequently communicates with other PSB employees, clients and vendors. May be required to travel to branches within the region weekly, so must have a valid driver's license and reliable transportation. Must be able to exchange accurate information both orally and written in English. Despite ongoing security training, there is always the possibility of a bank robbery. The quality of our employees and their dedication to service is what separates us from other banks of any size. We strive to attract and retain exceptional employees who share our commitment to superior customer service, continued growth, and organizational success. We are always on the lookout for talented people to help us become the best. Take a look at the opportunities below. Most of our jobs are flexible to any of our office locations. You can contact us or download our employment application to get started. NEMN MARKET: Grand Rapids, Nashwauk, Hibbing, Chisholm, Orr, Cook, Mt. Iron & Biwabik DULUTH/NORTH SHORE MARKET: Duluth Central, Lincoln Park, Mt. Royal, Two Harbors & Silver Bay MINNEAPOLIS MARKET: Minneapolis Please note that we are hiring for only one position, although this opportunity is posted in multiple markets where Park State Bank is located. GENERAL NOTICE: This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required of the employee. Other duties may be assigned as necessary. ROLE QUALIFICATIONS: Education Post-secondary education preferred but not required Experience Previous experience in a banking or financial services role is an asset. Requirements: High school diploma or equivalent Previous experience in a contact center environment PIec27b754e4b8-26***********7
    $36k-52k yearly est. 60d+ ago
  • HFT Crypto Trader

    Selby Jennings

    Remote Relationship Banker Job

    A Prop Trading Firm is looking to onboard an experienced HFT Crypto Trader to join their team. This is an opportunity to manage a large portfolio with full discretion in addition to collaborate with a larger trading team on various strategies. Responsibilities: Research, develop, and implement short-term quantitative crypto strategies utilizing PYTHON Ensure thorough project quality and security Collaborating with larger team but managing you book independently with room to onboard a team. (research and dev resources available) Requirements: 3+ years of experience managing crypto quant trading strategies Prior High Frequency Trading (HFT) “Quantitative” experience managing a 7+ figure AuM portfolio Documented track record with a 5+ Sharpe ratio Familiarity with multiple Crypto Exchanges across Ethereum (ETH) and other EVM chains Hands on programming experience with Python (Java, Rust or C++ as a plus) Perks: A collaborative yet entrepreneurial environment that encourages constant innovation and growth through the development of elite trading technologies PnL split (%) or bonus based on strategy performance (Target $1,000,000+ TC per year) Fully remote work option available Equipment + tech provided Equity options available Diversity & Inclusion: A company commitment to equal opportunity. We do not condone discrimination on the premise of race, color, religion, sexual orientation, age, gender identity or expression.
    $94k-155k yearly est. 6d ago
  • Relationship Banker - Leesburg Main Branch

    Wells Fargo Bank 4.6company rating

    Relationship Banker Job In Leesburg, VA

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: Participate in building relationships with customers and spend time understanding required needs Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers Present recommendations for resolving inquiries and service requests regarding customers' accounts Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers Provide information to internal partners and external sources to further enhance the customer experience Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Customer service focus with experience handling transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Strong verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to make client calls and actively participate in the sales development process Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer- coaching Experience assessing customer needs and recommending products/services to fulfill those needs Experience using business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 30 Catoctin Cir SE Ste A LEESBURG, VA 20175 Posting End Date: 22 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $27k-35k yearly est. 60d+ ago
  • Senior Asset Trader

    Acciona

    Remote Relationship Banker Job

    ACCIONA Energía is the biggest 100% renewable energy company with no fossil legacy in the world. With more than 30 years of experience and operations in 20 countries on five continents, ACCIONA Energía offers a wide portfolio of tailored energy solutions so that its corporate and institutional clients can meet their decarbonization goals. This includes the development, engineering, construction, operation, and maintenance of renewable power plants -mainly wind and photovoltaic technologies-, energy sales and management and marketing, energy services, self-consumption, electric mobility, and new technologies such as storage and green hydrogen. ACCIONA Energía is governed by the most demanding environmental, social and corporate governance (ESG) criteria. Acciona Power Marketing is responsible for maximizing revenues from the operating and development fleet of generation assets while originating innovative structures to meet customer demand. Power Marketing is the commercial interface to the marketplace and is charge with mitigating portfolio risk while being opportunistic in the market to add value to the company. The Senior Asset Trader will be involved in the lifecycle of project optimization from inception through to Real-Time including strategic bidding and dispatch, dynamic hedging, and management of all residual risks to the portfolio. Responsibilities: Develop hedging and optimization strategies for the merchant fleet of renewable assets. Partner with junior traders to create daily optimization plans, execution of bidding strategies, and scheduling of power. Execute through all channels of the market including bilateral, exchanges, and OTC brokers. Assess portfolio exposures such as intermittency and basis risk to suggest operational/hedging strategies to mitigate market exposure. Work with third-party providers where needed to deploy optimization strategies for energy storage portfolio. Perform analyses of grid operations, congestion, power flows, weather, generation and transmission outages, and other market fundamentals to form forward views. Support new project pipeline and M&A goals by assessing merchant and structured offtake opportunities to create the best risk-adjusted return profile. Participate in cross-department projects as needed to advance the execution and operational capabilities of the Power Marketing function. Serve as a thought partner to bring innovative structured origination products to market which could include block clean energy offtake and co-location opportunities. Requirements: Bachelor's degree in a quantitative field such as Physics, Mathematics, Business, or Engineering. 7-10 years of industry experience with at least 2 years of direct experience in a similar role at an Independent Power Producer, Utility, or Energy Company with a focus on both renewable and dispatchable assets. Proven track record in optimization strategies for wind, solar, and/or energy storage facilities. Experience with computer programming languages such as R and Python is a plus. Self-starter and strong commercial instincts with exceptional communication skills. Strong organization, analytical, project, and process management skills. Benefits - we've got you covered! In addition to competitive base pay, we offer a variety of attractive employment incentives: · Annual Company Bonus · Comprehensive Benefits starting on Day 1, including medical, dental, and vision insurance for you and eligible dependents, plus an Employee Assistance Program (EAP), HSA company contributions, and FSA options. After 90 days, you'll also have access to life insurance, disability coverage, paid parental leave, and optional plans · 401(k) with company match and immediate vesting after 90 days · 15 days of PTO (with 1 additional day per year of service), 9 public holidays, and 2 flexible holidays · $50 monthly reimbursement for health, wellness, or fitness-related memberships and equipment · Career development and growth opportunities, along with access to technical, skills, and language training programs, including tuition reimbursement · Downtown Chicago office, featuring a modern, open layout with plenty of collaborative spaces and breakout areas. Daily perks include coffee, complimentary healthy snacks, and free access to the building's fitness center · Hybrid work schedule, with 3 days in the office and 2 days working from home, plus early Fridays with a 3 p.m. cut-off As a company that values diversity as a source of talent, we work to foster an inclusive environment that promotes respect, belonging and engagement so that all people can participate on an equal opportunity basis. We invite everyone to apply regardless of origin, circumstances, background or condition.
    $74k-133k yearly est. 2d ago
  • Relationship Banker - Greater Virginia Market - Fredericksburg VA

    Jpmorgan Chase & Co 4.8company rating

    Relationship Banker Job In Fredericksburg, VA

    JOB DESCRIPTION You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
    $27k-36k yearly est. 60d+ ago
  • Financial Clearance Associate

    Odyssey Information Services 4.5company rating

    Remote Relationship Banker Job

    ****NO THIRD PARTIES**** HOUSTON LOCAL CANDIDATES ONLY *Long-term, ongoing contract positions All candidates need to have authorization (Pre-auth & Prior-auth) experience. Various groups within Financial Clearance sector: BCBS, Aetna, Cigna, Humana, Eligibility, Pre-Registration, Government (Medicaid/Medicare), Specialty, Cancer/Chemo Workers will be required to attend a one-week onsite training in the Medical Center before being deployed to work from home. Must have have high-speed internet access in your home. Must also be able to transport assigned equipment safely from campus to your workspace. Description: Impacts patient financial clearance experience across a continuum of care served by one or more designated centers. Facilitates access to care and the financial clearance process for patients. ESSENTIAL JOB FUNCTION Verifies the eligibility/benefits, pre-authorization requirements, available payment options, financial counseling and other identified financial clearance related duties. Collaborates with Patient Access, payors, third party vendors, patients, and any other identified representatives internal or external to the institution to financially clear patients for care. Escalates financial clearance issues to the supervisor or coordinator for resolution. Education Required: High school diploma or equivalent. Education Preferred: Associate's degree in business, healthcare or related field. Experience Required: Three years experience in healthcare, insurance, or related field. With preferred degree, one year of required experience. Experience Preferred: Five years business experience in healthcare, insurance, or a multi-specialty physician practice. Equipment to be issued: Full workstation, dual monitors, VX workstation, mouse, keyboard, velocloud, Jabra headset)
    $68k-104k yearly est. 13d ago
  • Entry Level Banking Training Opportunity - Career Growth!

    Year Up United 3.8company rating

    Relationship Banker Job In Woodbridge, VA

    Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Fannie Mae, Merck, Okta, or Salesforce among many other leading organizations in the National Capital Region area. Are you eligible? You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Cyber Security - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:General, Location:Woodbridge, VA-22195
    $30k-34k yearly est. 2d ago
  • Regional Banker Supr. VA Beach

    Dollar Bank 4.3company rating

    Relationship Banker Job In Virginia Beach, VA

    Job Description Become a part of the diverse, service-oriented team that is Dollar Bank, the nation's largest mutual bank. We are committed to being an inclusive community bank that invests in our customers, empowers our employees, and strengthens our communities. The Regional Banker Supervisor works to achieve a large part of this mission by providing exceptional customer service, and by engaging in thoughtful interactions with our clients to build and grow relationships by recommending bank products and services (e. g. checking, savings, credit cards, loans, digital banking) to meet their needs. You will complete a four-month paid training program in which you will learn how to make recommendations while utilizing a consultative sales approach. You also will learn how to open and close branches and use sound decision making when addressing customer questions and concerns. Principle Activities and Duties: • Demonstrate a consultative sales approach to building customer relationships by offering customers additional products and services at account opening and at all service interactions in the branch. This will be achieved by effectively utilizing the customer conversations and through lobby engagement while always maintaining the highest level of professional, integrity, and ethics. • Contribute to the growth and retention of deposit and loan customers. Initiate new customer relationships, through outbound calling efforts. • Demonstrate sound decision-making skills as it relates to risk, profitability, operational integrity, and customer service with every decision. • Travel to various branches within the Hampton Roads area depending upon staffing needs. • Perform teller functions based upon the needs of the branch. Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner. • Adhere to all established branch operational processes and procedures. Qualifications: • High school diploma/GED required. • College degree required, or a minimum of one year demonstrated ability to deliver outstanding customer service in financial services or retail industry. • Leadership demeanor is required. • Must have excellent written and verbal communication skills to include professional grammar and demeanor. • Must have the ability to travel as needed to training center. • A valid drivers license and access to a reliable vehicle are required as this is a float position and requires travel to various branches within the district. • Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Schedule Information This position will support branches with evening and Saturday hours. EEO Statement Dollar Bank is an Equal Opportunity Employer. Minority/Female/Veteran/Disabled Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement. For more information, please visit *********** dollarbank. com/careers/training_and_benefits. aspx .
    $29k-34k yearly est. 60d+ ago
  • Project Finance Associate

    Energix North America

    Relationship Banker Job In Arlington, VA

    The Company: Energix is headquartered in Arlington, Virginia, and is the subsidiary of an Israeli publicly traded renewable energy company (TASE:ENRG). We are an independent power producer that develops, constructs, owns, and operates renewable energy projects in the US. We use our financial stability and extensive project experience to build projects that create long-term value for local communities, landowners, our stakeholders, and the environment. Our work is based on a set of core values: professionalism, transparency, and loyalty. Energix Renewables is a long-term partner for the communities in which we operate. We develop, construct, own, and operate projects throughout their entire lifecycle which makes us a reliable partner through every step of the process and a unique partner in the market. Our Opportunity: The Project Finance and Renewable Energy Analyst position will be based at Energix's headquarters in Arlington, VA. As a key member of our team, you will play a vital role in supporting the development and financing of renewable energy projects. We are seeking a talented individual with a passion for renewable energy and a strong background in project finance. This is an excellent opportunity to contribute to the growth of our company and make a significant impact in the renewable energy sector. Principal Duties & Responsibilities: Build financial models to support tax equity and debt financing transactions for the renewable energy project of the company. Support the financing agreement negotiations with lenders, investors, and other stakeholders to secure project financing and optimize financing terms. Design, implement, and calculations of financing issues in a project finance transaction. Prepare comprehensive project financing proposals, including investment memos, financial forecasts, and cash flow analysis. Conduct financial analysis and due diligence for renewable energy projects, including project feasibility, risk assessment, and financial modeling. Review, analyze and negotiate terms in commercial agreements and other related legal documents. Collaborate with cross-functional teams to identify and evaluate potential project financing options, including debt and equity structures. Stay updated on industry trends, regulations, and financing opportunities in the renewable energy sector. Desired Knowledge, Skills Abilities & Expertise: Bachelor's degree in finance, economics, or a related field. Master's degree is a plus. Minimum of 3 years of experience in project finance, renewable energy finance, tax equity or a related field. Excellent financial modeling skills and proficiency in Excel. Knowledge in VBA is desirable. Solid understanding of project finance principles, including debt structuring, cash flow analysis, and financial risk assessment. Familiarity with renewable energy technologies, policies, and market dynamics. Excellent analytical and problem-solving abilities, with attention to detail and accuracy. Strong communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders. Ability to work effectively in a team environment and collaborate across departments. Self-motivated and proactive, with the ability to manage multiple tasks and meet deadlines. Energix is an Equal Opportunity Employer. Energix does not and will not discriminate based on race, color, religion or creed, gender, gender expression, age, national origin or ancestry, disability, marital status, sexual orientation, military status, or any other characteristic in any of its activities or operations, including employment decisions, selection of vendors and clients, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of the Energix team, as well as with our contractors, vendors, and clients.
    $42k-75k yearly est. 15d ago
  • PATIENT FINANCIAL SERVICES REP

    Lifebridge Health 4.5company rating

    Remote Relationship Banker Job

    PATIENT FINANCIAL SERVICES REP Owings Mills, MD SINAI CORPORATE Full-time - Day shift - 8:00am-4:30pm Professional 86052 $16. 00-$26. 00 Experience based Posted: October 28, 2024 Apply Now Save Job Saved Summary POTENTIAL FOR REMOTE WORK IF YOU LIVE IN THE FOLLOWING STATES: MARYLAND, DC, PA, VA, WVA JOB SUMMARY: Proactively and aggressively resolves assigned accounts receivables Processes denied claims on the institutional side Analyze payor denials and determine next steps Account Resolution Appeals Collections Remittance Verification Reviews claim denials for root cause Composes and submits appeals to insurance carriers Follows up on claims to final resolution REQUIREMENTS: Formal working knowledge; equivalent to an Associate's degree (2 years college); requires knowledge of a specialized field. 3-5 years of experience processing Institutional Appeals for payors Additional Information As one of the largest health care providers in Maryland, with 13,000 team members, We strive to CARE BRAVELY for over 1 million patients annually. LifeBridge Health includes Sinai Hospital of Baltimore, Northwest Hospital, Carroll Hospital, Levindale Hebrew Geriatric Center and Hospital and Grace Medical Center, as well as our Community Physician Enterprise, Center for Hope, Practice Dynamics, and business partners: LifeBridge Health & Fitness, ExpressCare and HomeCare of Maryland. Share: Apply Now
    $31k-42k yearly est. 2d ago
  • Remote Financial Service Representative

    Holmes Investment & Accounting Services

    Remote Relationship Banker Job

    Are you looking for a rewarding and flexible career? HIAS has join the team with Primerica Financial Services to hire new Remote Financial Advisors! As a Remote Financial Service Representative, you will have the opportunity to make a positive impact on people's lives from the comfort of your own home. NO PREVIOUS EXPERIENCE NECESSARY. We provide a training program, that gets you paid while learning, to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers. As a Remote Financial Advisor, you will: Build relationships with clients and provide them with financial education and guidance. Identify their needs and recommend appropriate solutions. Assist clients in obtaining the necessary financial products and services. Manage and grow your client base. We are looking for candidates with: Excellent customer service skills An entrepreneurial mindset Strong leadership and decision-making skills The ability to develop, manage, and drive growth. Access to internet or Wi-Fi connection If you are 18 or older and pass a background check, we want to hear from you! Self-discipline, self-accountability, trustworthiness, and honesty are essential qualities we are seeking in our team members. Primerica Financial Services provides: Training to help you succeed Coverage for all required pre-licensing courses and state licenses Part-time or full-time flexibility No quotas or caps on commissions Stock opportunities Residual income opportunities Join us in the journey of financial empowerment! Requirements: 18 years of age or older (This is a FEDERAL requirement) Pass a background check (No felonies) Self-discipline and self-accountability Trustworthiness and honesty Please schedule the first initial interview, if you're a great fit for this opportunity. Link is below.
    $27k-42k yearly est. 27d ago
  • Fidelity TalentSource LLC | Financial Services Representative - Fort Worth, TX TX | fort worth, tx

    Fidelity Talentsource LLC

    Remote Relationship Banker Job

    Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you ll support Fidelity s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect\u2026 In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: \u00A0You ll continue to spend four days a week working from home and one day a week in an Investor Center, where you ll support customers with increasing complexity to develop and hone your skills. You ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience\u2026 You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don t need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You are growing. From day one you ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You get variety. You ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you ll need as you prepare to be in the Investor Center each day. The expertise we re looking for\u2026 High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE FINRA, Series 07 FINRA, Series 66 FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
    $30k-43k yearly est. 2d ago
  • Deutsche Bank Full-time · Hybrid · $125K - $185K New York, NY, US

    Bronze Technologies, Inc.

    Remote Relationship Banker Job

    **Job Title** Business Control Office (BCO) Corporate Coverage - Corporate Bank Central (CBC) **Corporate Title** Vice President The Business Control Office is a front office function reporting to the Global Divisional Control Officer (DCO) with the primary objective to support the front office product, coverage and sales desks and its supervisors by creating a robust control framework as part of the first line of defense. The team's mandate is to identify non-financial risks such as regulatory, conduct and systemic risks, define mitigation processes for those risks, as well as to develop, implement and monitor Level 1 controls. In addition to working closely with the product, coverage and sales desks, the group's reach and interaction will be broad, including engagement within Corporate Bank (CB), with the Investment Bank (IB), DCO and those functions forming the 2nd Line of defense (2LoD) within the 3 Lines of Defense (3LoD) program. You will be in the Corporate Bank Divisional Control Office function supporting the Sales & Coverage business of Corporate Bank. **What We Offer You** * A diverse and inclusive environment that embraces change, innovation, and collaboration * A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days * Employee Resource Groups support an inclusive workplace for everyone and promote community engagement * Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits * Educational resources, matching gift, and volunteer programs **What You'll Do** * Identifying non-financial risks (regulatory, conduct and systemic) for Front Office and defining control requirements thereof * Developing, implementing, executing and/or monitoring level 1 controls * Supporting conducting risk assessments * Creating metrics and reports to ensure appropriate monitoring, management, and transparency of non-financial risks * Co-ordination of relevant issues within Chief Operating Office, DCO, 2LoD and 3LoD **How You'll Lead** * Advising the Business mitigating non-financial risks on client, transactional and business strategy level * Responsibility for monitoring the risk remediation/implementation on key issues * Ongoing monitoring and creation of management reporting and escalation process to relevant senior management **Skills You'll Need** * NFR Relevant experience in a front office role in IB or CB or relevant Compliance, Control, Legal, Middle Office or Audit function * Relevant Fixed Income and currencies (e.g. Foreign Exchange, Rates and/or Credit) products experience through previous work experience * Project management experience **Skills That Will Help You Excel** * Educated to degree level or equivalent qualification/work experience with compliance/economic/finance and/or legal background * Ability to formulate clearly and present information in a compelling manner * Strong communication skills needed to synthesize technical content to senior level management * Strong influencing, negotiations, and analytical skills **Expectations** It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $125K to $185K. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. **Deutsche Bank Benefits** At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice, please email **************** . **#LI-HYBRID** We strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: ; ; and
    Easy Apply 1d ago
  • Pneumatics Remote Banker

    Bankequipment

    Remote Relationship Banker Job

    Functional Always active The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. Preferences The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you. » Ads tagged with "Pneumatics Remote Banker" **Listings tagged with 'Pneumatics Remote Banker' (2)**
    $29k-67k yearly est. 5d ago
  • Virtual Banker (Contact Center)

    Minnwest Corporation 4.1company rating

    Remote Relationship Banker Job

    /Purpose: Minnwest is seeking an individual for a full-time Virtual Banker position at our Eagan location. The Virtual Banker is responsible for providing all Minnwest Bank customers with a professional and courteous knockout customer experience, from sales to service. Provide solutions to satisfy customers' financial needs by interacting with customers via phone, email and video. This position will cross‐sell bank retail and business products and services, as well as service existing account relationships. Individuals in this role will be on camera and must be professional, welcoming and responsive on camera and all other venues. Hours will include evenings and weekends. This position is the embodiment of Minnwest's four core values: (1) the customer is our FIRST priority, (2) we will keep all the commitments we make, (3) we are the people who get things done, (4) we will work together as a team. Minimum Requirements: High school diploma One or more years of customer service experience One of more years of retail banking experience Dependable, organized team player with positive attitude Willing to continuously learn and grow within the organization Microsoft Office skills Preferred Qualifications: Associate degree or above Two or more years of customer service experience Two or more years of retail banking experience One or more years of contact center experience Bilingual in English and Spanish Schedule: Full-time 40 hours per week Monday - Friday: 7 am - 6 pm Rotating Saturdays: 9 am - 2 pm ($5/hour shift differential) Benefits: Three Medical plans to choose from Dental Vision Bank Paid Basic Life, AD&D, Short-term and Long-term Disability Insurance, and Paid Parental Leave Voluntary Life & AD&D Insurance Critical Illness Insurance Accident Insurance Paid Holidays Competitive PTO 401k with Employer Match Employee Stock Ownership Plan (ESOP) Employee Assistance Program (EAP) Paid Bonus Program for Universal and Virtual Bankers when the different levels of training and proficiency have been completed A full background check including federal, state, county, and civil will be conducted on the final candidate for the position. Candidate must pass the background check in order to obtain employment with Minnwest. All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, gender identity, disability, age, marital status, familial status, status as a protected veteran or status with regard to public assistance, or membership or activity in a local human rights commission.
    $37k-52k yearly est. 29d ago
  • One Community Bank

    Fitchburgchamber

    Remote Relationship Banker Job

    Join One Community Bank as a full time Commercial Loan Review Analyst and immerse yourself in a dynamic environment that champions innovation and maintains a forward-thinking approach to banking. Enjoy the flexibility of working from home while engaging in meaningful relationships with colleagues and clients, solidifying trust within a dedicated team. This position offers a competitive salary that reflects your expertise and dedication. You'll have the opportunity to encourage new ideas and make a tangible impact on our community's financial success. You will be provided great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Flexible Spending Account, Competitive Salary, Paid Time Off, and Long and short-term disability insurance. Take the next step in your career where you can think big and see the upside every day! ****One Community Bank: Who We Are**** ****What would you do as a Commercial Loan Review Analyst**** As a Full Time Commercial Loan Review Analyst at One Community Bank, you will play a pivotal role in managing and evaluating our diverse commercial loan portfolio. This position involves conducting independent reviews across four defined loan segments, meticulously analyzing financial statements, cash flow, and collateral to ensure compliance with the Bank's policies. Your expertise will help identify both strengths and weaknesses within the credits, supporting effective risk management strategies. Engaging in stress testing and reviewing complex C&I and CRE loans, you will provide crucial insights to the VP Loan Review and Loan Officers. Additionally, your mentorship will aid less experienced colleagues, enhancing the overall team proficiency. Your contributions will directly influence the Bank's credit performance and strategic decisions, making this a dynamic and rewarding opportunity within a forward-thinking organization. ****What you need to be successful**** To excel as a full time Commercial Loan Review Analyst at One Community Bank, candidates must bring a minimum of three years of experience in commercial credit analysis or internal audit. Proficiency in Windows-based applications and advanced Microsoft Office skills are essential for effective analysis and reporting. A solid understanding of bank lending policies and loan documentation is crucial, ensuring compliance and accuracy within the loan review process. Additionally, strong problem-solving skills will empower you to identify trends and anomalies that may impact loan performance. Applicants should live in the state of Wisconsin. Effective communication and interpersonal skills are key, as you will regularly collaborate with the credit department and commercial lending team, articulating findings clearly and providing constructive feedback. This combination of skills and abilities will position you for success in delivering insightful evaluations and fostering a collaborative team environment. If you have these qualities and meet the basic job requirements, we'd love to have you on our team. Apply now using our online application! For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.
    $29k-53k yearly est. 4d ago
  • Remote Banker II

    Cadence Bank 4.7company rating

    Remote Relationship Banker Job

    Primary Purpose As a Remote Banker for our Teammate Banking channel, you will help Cadence employees achieve financial well-being through deep, meaningful customer relationships and a thoughtful understanding of the full spectrum of banking services to offer the best and most appropriate sales and service support in a remote environment via phone, email, text and video technology. This includes, but is not limited to, processing virtual transactions, placing customers in appropriate account and loan products, cross-selling other bank services and referring customers to other departments as appropriate. You will be responsible for analyzing, presenting, and promoting the digital channels to internal customers and partners. To succeed, you'll need to be a constant learner and evaluate all aspects of their position and the processes used for improvement and simplification. This is an on-site position. Essential Job Duties * Prepare a strategic personalized financial approach to develop and expand each client relationship through advisory conversations to differentiate Cadence's customer experience as personalized banking for all. * Systematically work an assigned portfolio of new and existing bank employees to uncover needs, develop profiles and sell additional appropriate deposit and loan products. * Leverage digital tools and technology to add value to your client relationships while also contributing to the overall improvement of bank processes as they relate to the digital channel. * Responsible for managing the inbound call que for new and/or existing clients for new account inquiries and loan application requests. * Educate teammates on the benefits and features of the bank's consumer banking products and services. * Drive financial conversations with internal clients and prospects to determine needs, provide appropriate solutions, and complete the opening or processing of bank products and transactions including; transfers, stop payments, loan payments, consumer checking and savings, credit cards, lending products and much more. * Identify referral opportunities to ensure full client relationships and add value catered to individual clients. * Maintain and build relationships through proactive outreach, occasionally through non-financial conversation in a personal and welcoming way. * Responsible for collaborating with small or large groups, both in person and digitally. * Support the Branch Banking team through the execution of specific projects, or initiatives, at the request of the senior management team with the intent to retain and/or grow new households, or provide an exceptional customer experience. * Responsible for being a subject matter expert on our online products, processes, and services. Must be willing and able to assist with training new Remote Banking teammates on the systems, processes, and procedures related to online account origination. * Demonstrate strong problem resolution and customer service skills to provide an elevated ease of doing business and strong advocacy among the customer base. * Maintain compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. * Understands that the Remote Banking team will continue to grow and the needs and/or responsibilities of members on the team will evolve accordingly. * Occasional travel may be required. Job Specifications * High school diploma or equivalent required. * Bachelor's degree, Associates degree or equivalent work experience preferred. * 1-2 years of banking or comparable experience with a track record of outstanding customer service preferred. Experience in digital delivery of customer sales and service is a plus. * Ability to pay close attention to detail. * Strong organizational skills with enhanced attention to detail and follow-through. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * Good understanding of Cadence's products and services. * Ability to lift up to twenty-five (25) pounds. * This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration. * Regular and reliable attendance * Works cooperatively with others
    $23k-36k yearly est. 34d ago
  • Relationship Banker Bank of America

    Financeinfos

    Relationship Banker Job In Ashburn, VA

    **Title** **Relationship Banker** **Experience** 6 Months **Location** Ashburn, VA, United States The bank is hiring a **Relationship Banker** who will be **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.** **Job Highlights** **Type** Full Time **Function** Finance/Banking **Company** Bank of America **Company Profile** **Bank of America** is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses, and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. **Job Profile** The 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 their financial and life priorities and connecting clients to solutions that meet their financial goals. **Education Level** * or business-relevant **Associate Degree** such as business management, business administration, or finance **Work Experience** * **6 months of cash handling experience** * Experience in financial services and knowledge of the financial services industry, products, and solutions. * 1 year of demonstrated successful sales experience in a salary-plus incentive environment with individual sales goals. **Duties/Responsibilities** * Builds relationships with clients to meet financial needs * Drives the client experience * Executes the bank's risk culture and strives for operational excellence * 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 cash responsibilities * Manages financial center traffic, appointments, and outbound calls effectively **Skills/Knowledge/Abilities** * Account Management * Adaptability * Business Acumen * Business Development * Client Experience Branding * Client Management * Client Solutions Advisory * Customer and Client Focus * Oral Communications * Pipeline Management * Problem-Solving * Prospecting * Referral Identification * Referral Management * Relationship Building **Required Qualifications** * Applies strong critical thinking and problem-solving skills to meet clients' needs. * Can be flexible to work weekends or extended hours as needed. * Collaborates effectively to get things done, building and nurturing strong relationships. * Communicates effectively and confidently, and is comfortable engaging all clients. * Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives. * Efficiently manages time and capacity. * Focuses on results, while acting in the best interest of the client. * Has the ability to learn and adapt to new information and technology platforms. * An enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client's best interest. * Confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). * Confident in identifying solutions for new and existing clients based on their needs. * 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. **Benefits/Perks** * The bank offers a variety of competitive programs and benefits that support your physical, emotional, and financial wellness at work and home. **Employer's Statement** Bank of America (including affiliates) is an Equal Opportunity Employer. The bank considers all qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law.
    $29k-41k yearly est. 15d ago
  • 10268 Pansing Rd Englewood, OH 45322 3 bed | 4 bath | 3188 sqft $491,000 Courtesy of Coldwell Banker Heritage

    Keller Mortgage, LLC 3.7company rating

    Remote Relationship Banker Job

    10268 Pansing Rd Englewood, OH 45322 Sold | Residential Courtesy of Linda J Leesman, Coldwell Banker Heritage Property Description Wow! Wide open spaces describes this awesome property inside and out. This home has room for everyone. The first floor provides an office which provides privacy when working at home. Down the hall is the kitchen and family room which would be great for being cozy on a chilly evening. The kitchen is shared with the family room and is convenient for making some popcorn to have with a good movie. For more formal dinner, there is a dining room that is across from the kitchen. This home provides lots of natural light and has views from every window. Upstairs has 3 large bedrooms and two full baths. Lots of closets and storage is found here. The Owner's suite has a huge walk-in shower and has plenty of room for getting ready for your next adventure. There is a full basement which has one room finished. The rest could easily be finished into a nice rec room. The home has a sub-panel with the well pump, basement circuit, furnace/AC and sump pump on it. When power from the utility is lost, this circuit can be powered by a generator which enables these items to work even in those times. This home and beautiful lot of almost 5 acres available for outdoor fun. This year had a nice celestial show with the Northern Lights. This one is one to put on your "to see" list! Source: Dayton Area Board of REALTORS , Inc. MLS#: 923684 18 days on site Linda J Leesman - LEESMLINJ109 | Coldwell Banker Heritage - HRTG01
    $22k-28k yearly est. 1d ago

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