Trader jobs in Arizona

Department Traders Employment Type Full Time Location Arizona Workplace type Onsite Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************

**Your passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants. **Team Overview:** Do you have the desire and drive to manage capital, while aligning yourself with the strategic direction of the firm? If so, this may be the ideal opportunity for you. The Municipal Trading Department within Edward Jones is primarily responsible for providing our Financial Advisors with a broad supply of highly diversified and fairly priced municipal bonds that are used to fulfill the unique needs of every one of our more than 8 million clients. Our goal is to identify and analyze opportunities in the marketplace while always seeking to provide the best execution possible on every trade we handle. **What You Will Do:** As a Trader II in the Municipal Trading Department, expectations are that you would have a passion for capital markets, excellent risk management skills, and be able to make capital commitments with minimal oversight. Additionally, an attention to detail is a must as your decisions can negatively impact our clients, while exposing the firm to significant regulatory, financial, and reputational risk. Responsibilities include: + Execute odd-lot retail client liquidations, bid wanteds, and external offerings, effectively managing corresponding inventory positions with limited to moderate retail-structured trading flows and capital commitments + Independently perform all daily trading-related responsibilities, including pricing evaluation and position management + Proficient demonstration of capital markets analytics, trading strategies, and risk management techniques + Ensure best execution and compliance with all firm and industry regulatory requirements + Effective application of internal and external trading systems and related tools + Deliver client service excellence by researching and resolving branch inquiries, including more complicated requests as needed + Support operational excellence initiatives + Develop internal and external networks, including dealer relationships Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **Hiring Minimum:** $84100 **Hiring Maximum:** $143100 Read More About Job Overview **Skills/Requirements** **What Experience You Need:** + B.A./B.S. degree in business, economics, finance, or quantitative related field + 3+ months of financial service experience required + Series 7 and 66 required; additional desk specific licenses are needed within 6 months of hire (52, 55/57, CSI) + Successful demonstration of problem-solving techniques with a proficient level of authority complexity, and risk + Strong math skills; accuracy is important + Strong communication and time management skills + Position is not remote eligible, will be based in office in either St. Louis, MO or Tempe, AZ **What Could Set You Apart:** + Capital markets experience + Client Service and/or financial industry experience + CFP, MBA, CFA, CPA or working towards designation(s) + Proficiency in non-trading applications or coding language (i.e. Microsoft Suite, Power BI, Tableau, VBA, SQL) *Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. **Current INTERNAL home-based associates:** While this role is posted as hybrid, **if selected and accepted, you may retain your home-based status** . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-HO

Benson, AZ This position will be responsible for the management of generation and native load requirements of any participating member or client. Candidate will be working a rotating shift to provide 24-hour coverage. What We're Looking For Bachelor's or Associate's degree in a related field. 5+ years of professional work experience may be substituted for a degree. Demonstrated proficiency in computers, specifically Microsoft Excel. Competence with mathematics and technical concepts. High degree of analytical, attention to detail and organization skills. Excellent written and oral communication skills Application and use of critical thinking skills. Duties and Responsibilities Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations. Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable. Responsible for filling native load requirements for participating members. Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators. Accurately input data into ACES' software systems. Optimize basic generation by utilizing economic decision-making abilities. Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments. Monitor market conditions and manages optimization opportunities of client portfolios. What You'll Love Working in a casual, fun, and supportive team environment Rotating schedule with a period of time off each month Earning a competitive salary with Medical, Dental, Vision, Life Insurance, and 401k Benefits with Company Contribution and Matching Eligibility for performance-based incentives Paid sick time and vacation Parental Leave Tuition reimbursement Discount programs Opportunities for career development…we love to grow and promote from within!

Benson, AZ This position will be responsible for the management of generation and native load requirements of any participating member or client. Candidate will be working a rotating shift to provide 24-hour coverage. What We're Looking For Bachelor's or Associate's degree in a related field. 5+ years of professional work experience may be substituted for a degree. Demonstrated proficiency in computers, specifically Microsoft Excel. Competence with mathematics and technical concepts. High degree of analytical, attention to detail and organization skills. Excellent written and oral communication skills Application and use of critical thinking skills. Duties and Responsibilities Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations. Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable. Responsible for filling native load requirements for participating members. Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators. Accurately input data into ACES' software systems. Optimize basic generation by utilizing economic decision-making abilities. Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments. Monitor market conditions and manages optimization opportunities of client portfolios. What You'll Love Working in a casual, fun, and supportive team environment Rotating schedule with a period of time off each month Earning a competitive salary with Medical, Dental, Vision, Life Insurance, and 401k Benefits with Company Contribution and Matching Eligibility for performance-based incentives Paid sick time and vacation Parental Leave Tuition reimbursement Discount programs Opportunities for career development…we love to grow and promote from within!

Supports the Fixed Income portfolio management and trade execution process. We are looking for an experienced trader to join Vanguard's Active Investment Grade (IG) Credit Trading and Portfolio Management Team. This is a risk-taking role with significant opportunity and expectations to make valuable contributions to Vanguard's actively managed fixed income funds through collaboration with Portfolio managers, Traders, and Analysts. If you have a strong passion for investing and prior experience in trading or trading-related roles, we want to hear from you! Responsibilities: * Negotiate and execute IG corporate bond trades for Vanguard's actively managed fixed income funds while striving for best execution. * This is a risk-taking position. Trader can act within a level of discretion set by portfolio managers. * Monitor fundamentals and technical valuations to help identify investment opportunities. Recommend trades and strategies to capitalize on ideas. Execute trades, manage risks, and track performance. * Proactively interact with credit research analysts while evaluating investment ideas and opportunities. * Build and maintain strategic relationships with security dealers, and leverage relationships to improve the operational efficiency and trading execution. * Participates in special projects and performs other duties as assigned. Qualifications: * At least 3-5 years of trading experience in corporate bonds and/or credit derivatives required. * Passion for investing and a consistent track record of value creation through idea generation and innovation. * Consistent record of working in a team-based environment. * Undergraduate degree in finance or economics or equivalent combination of training and experience required. * CFA designation is preferred. * Previous computer programming experience or familiarity with programming languages (ie Python) is preferred. * This is a work from office role Monday-Friday* Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activities. The Banker generates loan fee income while maintaining and servicing an existing portfolio of personal and business deposit, wealth management and loan relationships. Duties & Responsibilities * Develop Private Banking deposit and loan relationships with qualifying new and existing clients; refer clients to internal business partners as applicable. * Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships. * Drive deposit growth and wealth management opportunities. * Leverage centers of influence and develop new relationships through prospecting and building community networks at local events. * Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy. * Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge. * Proactively monitor current Private Banking portfolios. * Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services. * Negotiate terms and structure loans based on risk considerations; present credits for approval in accordance with the Bank's Loan Policy. * Analyze, synthesize and communicate complex financial data. * Monitor renewals and maturities as well as gather updated documents from clients. * Order inspections, review /budget, administer draw and funding process for Private Banking construction loans. * Resolve customer complaints and ensure customer satisfaction; support the Net Promoter Score effort to gauge client satisfaction. * Collaborate with the Digital Banking team to open new and service existing client accounts. Education & Experience Knowledge of: * Private Banking loan and deposit products and services. * Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients. * Experience in consumer and commercial lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc. * Strong financial analysis and credit underwriting skills. * Ability to analyze and understand personal financial statements and tax returns. * Strong oral and written communication skills * Strong sales and client service skills * Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures * High Level of Retail and Business Banking customers and trends Ability to: * Make independent decisions * Analyze and interpret numerical data * Perform duties and make decisions under frequent time pressures Education and Training: * Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred. * 5-8 years of banking or management experience required * Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. * Requires knowledge of Microsoft Office. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. Base Pay Range: $145,000.00 - $175,000.00 annually Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Job Description About Us: We are a leading lumber trading company specializing in supplying high-quality lumber products to the construction industry. We take pride in our commitment to delivering top-notch materials and services to multifamily contractors across the U.S. As we continue to expand our operations, we are seeking a dedicated Lumber Trader to join our team and help us serve our valued multifamily contractor clients. Job Summary: As a Lumber Trader focused on multifamily contractors, you will play a pivotal role in building and maintaining relationships with our contractor clients while ensuring the timely and efficient procurement and delivery of lumber products. Your primary responsibility will be to facilitate transactions, provide industry expertise, and meet the lumber supply needs of multifamily construction projects. Key Responsibilities: Client Relationship Management: Build and maintain strong relationships with multifamily contractor clients. Understand their specific lumber needs and project requirements. Act as the primary point of contact and offer exceptional customer service. Lumber Procurement: Source and negotiate the purchase of lumber products from suppliers, mills, and wholesalers. Monitor market trends and conditions to make informed purchasing decisions. Ensure the availability of quality lumber products to meet client demands. Order Processing and Logistics: Coordinate order placement, tracking, and fulfillment. Work closely with the logistics team to ensure on-time deliveries to construction sites. Resolve any order-related issues promptly and effectively. Product Knowledge and Industry Expertise: Stay up-to-date with industry trends, regulations, and product advancements. Provide guidance and expertise to clients regarding lumber product selection and alternatives. Sales and Revenue Growth: Identify opportunities for upselling and cross-selling related products. Meet or exceed sales targets and revenue goals set by the company. Documentation and Compliance: Maintain accurate records of sales transactions, contracts, and pricing agreements. Ensure compliance with relevant industry regulations and company policies. Market Analysis and Reporting: Prepare regular reports on market conditions, pricing trends, and competitive analysis. Collaborate with the management team to develop sales and marketing strategies. Qualifications: Bachelor's degree in Business, Sales, or a related field (preferred). Proven experience in lumber trading, sales, or a similar role within the construction industry. Strong negotiation and communication skills. Knowledge of lumber species, grades, and industry standards. Ability to work independently and as part of a team. Excellent problem-solving skills and attention to detail. Proficiency in Microsoft Office Suite and industry-specific software. Valid driver's license and willingness to travel as needed. Benefits: We offer competitive compensation packages, including base salary and commission, along with a comprehensive benefits package that includes health, dental, and retirement plans. If you are a results-oriented individual with a passion for the lumber industry and a strong desire to contribute to the success of multifamily construction projects, we encourage you to apply for the position of Lumber Trader. Join our team and be part of our commitment to delivering quality lumber solutions to our valued clients. How to Apply: Interested candidates should submit their resume and a cover letter detailing their relevant experience and qualifications to *************************. Please include "Lumber Trader - Multifamily Contractors" in the subject line of your email.

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

Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 12/10/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial . Bonus Type Formula BasedSummary Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program-a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel. In our 9-week Banking Navigator training program you'll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you'll be fully prepared to thrive as a Personal Banker-knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker and help drive long-term growth at BOK Financial. Your banking career begins here! Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch. Job Description The Personal Banker provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Personal Banker II will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker II may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch. Team Culture We're passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How You'll Spend Your Time You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals. You will resolve a variety of moderate to complex client problems while ensuring the highest level of client experience and satisfaction. You will own and lead efforts to solve client problems and service breaks and escalates issues to leadership when appropriate. You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will ensure individual and team ownership of the BOKF brand experience through the delivery of a best in class client experience. You will own individual execution of key plays to drive client experience and loyalty while exercising sound judgment and empowerment in exception scenarios while balancing the long term effects to BOKF and the client. You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. Education & Experience Requirements This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 3+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience. In-depth knowledge of consumer financial products and services Strong knowledge of bank banking, retail sales operations and/or contact center operations including phone, email and chat support Working knowledge of banking laws and regulations, i.e. Reg E, Reg CC, Reg DD, BSA, HMDA Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and build relationships to gain information by asking appropriate questions Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation Excellent problem-solving and conflict resolution skills Ability to follow established standards and use judgment to determine when appropriate to escalate Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts Strong PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems Ability to complete multiple tasks at a time Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone Detail oriented, high degree of accuracy Ability to work in a fast-paced environment & under pressure, as needed Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Service business customers with their business needs in a branch environment Carry out business banking focused functions over the phone Present recommendations for resolving more complex situations Provide information to colleagues, internal partners, and stakeholders, including customers Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments Participate in community organizations and build relationships with centers of influence Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: 1+ year of experience managing a dedicated book of small business customers across assigned territory Knowledge and understanding of book of business Experience using strong business acumen to provide financial services consultation to small business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products Customer service focus with experience handling complex transactions across multiple systems Experience building and maintaining effective relationships with customers and internal partners Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Posting Locations: 64 E Broadway, TEMPE, AZ 85282 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 12 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment. Salary range is $18.00 - $22.16/hour. Job Grade, NE 8. Final salary is dependent on candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: * High School diploma or equivalent * Three (3) years of customer service, sales, and/or retail banking experience Minimum Knowledge and Skill Requirements * Excellent attention to detail and sound judgement * Ability to work in a fast-paced, goal-oriented environment * Must be an effective team player, cooperative, flexible and dependable * Ability to communicate clearly and effectively * Knowledge of credit union products and services * Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs * Strong mathematical, problem-solving, and negotiation skills COMPETENCIES: * Customer Focus * Approachability * Drive for Results * Decision Quality * Perseverance * Self-Development * Composure WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). Must be able to work a flexible schedule Monday through Saturday as needed. MAJOR ACCOUNTABILITIES AND TASKS: * Acts as point of contact for Members and delivers personalized Member service with enthusiasm and positivity. * Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. * Proactively builds, develops and maintains relationships with Members to ensure a positive Member experience. * Determines Members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. * Handles routine to complex Member inquires such as fiduciary accounts, power of attorneys, etc. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. * Keeps up-to-date and comprehensive knowledge on all credit union products including business, services, promotions, policies, procedures, rules and regulations. * Open business accounts and refer to other lines of business. * Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled

Job Details AZ Deer Valley - Phoenix, AZ Full Time High School None Day RetailDescription At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun! SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank. PRIMARY DUTIES/RESPONSIBILITIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Client Relations and Sales Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services. Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions. Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first. Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say “yes” to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business. While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand. Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs. Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank. Teller Transactions As needed, opens new accounts and assists with Teller transactions: Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks. Assists clients with questions on accounts and researches to identify and resolve problems. Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement. Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions. Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards. Other Duties Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service. Complies with all policies, procedures and regulatory banking requirements. Demonstrates good work habits, attendance and follows policies and procedures. Performs other relevant duties as assigned. Regular and reliable attendance at work is an essential function of the job. Qualifications EXPERIENCE REQUIREMENTS: A minimum of six months' work experience providing customer service support or cash handling experience in the financial services, retail sales or other goal-oriented environment. Previous teller and sales experience preferred. Proficient knowledge of bank products and services. EDUCATION REQUIREMENTS: High school degree or equivalent required. Some college preferred. OTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS): Strong work ethic and high integrity. Represents the Bank and oneself in a positive, courteous and friendly manner. Maintains professional appearance and behavior at all times. Excellent client-service skills, displaying a friendly, outgoing, assertive, confident, and enthusiastic personality. Exceptional interpersonal and communication skills with the ability to effectively build relationships. Must be able to interface at all levels of the organization, build collaborative relationships across departments and teams, and display confidence when speaking with internal and external customers. Demonstrates an outgoing, enthusiastic and sales-oriented personality. Must have great sales skills and be comfortable working in a goal-oriented environment. Actively participates in the Bank's sales program and is able to meet and exceed the expectations of established sales and referral activities. Established organizational skills leading to high accuracy rates in all areas. Proficient computer and technical skills, including the ability to use bank software products and branch capture equipment. ADDITIONAL INFORMATION SUPERVISORY RESPONSIBILITY: None PHYSICAL REQUIREMENTS: May require long periods of standing or sitting. Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing over 25 pounds. May require long periods of typing and repetitive motion. EEO/M/F/Disabled/Vets Member FDIC

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate Personal 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. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + Bilingual speaking and listening proficiency in Spanish/English **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Must take and pass required language assessment + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** + 3402 W Bell Rd Phoenix, AZ **Posting End Date:** 14 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-507682

Application Deadline: 01/04/2026 Address: 4835 E Warner Road Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Student Finance Representative - Help Students Fund Their Future Are you passionate about helping people take the first step toward a better life? As a Student Finance Representative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education. What You'll Do: Interview and advise students and families on financial aid programs Walk applicants through FAFSA, aid applications, and eligibility Review and award aid in compliance with federal, state, and school policies Provide friendly, knowledgeable support in person, by phone, and online Stay up to date on regulations and partner closely with Admissions Deliver top-notch service and be a key part of each student's success story Attend and celebrate student achievements at graduation ceremonies What You Need: Associate degree preferred 2+ years in financial aid, customer service, or a related field Strong communication, organization, and people skills A positive attitude and a passion for student success Why You'll Love It: Medical, dental, vision (free options available) 12 paid holidays + your birthday off PTO, 401(k) match, tuition reimbursement Headspace, wellness programs, pet insurance, and more Our Core Values: We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good. If you're ready to change lives while building a rewarding career, apply now and start making an impact. Interested? Apply now!

Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer

Company DescriptionJobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: YUPRO Placement Job Description Financial Services Representative-Phoenix, AZ This is an apprenticeship opportunity. This role is in Phoenix, AZ and an in person opportunity. *Candidates must reside within a commutable distance to (Phoenix, AZ)* About this Position Join a national financial services team where you'll build a strong foundation in client engagement, relationship management, and financial service excellence. As a Financial Services Representative Apprentice, you will deliver excellent customer service and develop critical skills through training, hands-on practice, and coaching. This role is a heavy phone-based environment supporting clients with their banking and investment needs. Job Responsibilities • Work in a phone-based environment supporting clients with account servicing and resolution on brokerage accounts. • Identify client needs and refer sales opportunities to the appropriate teams and specialists. • Provide exceptional client care and help clients achieve financial goals through needs-based solutions. • Develop communication techniques to confidently engage with clients by phone and deliver exceptional service. • Collaborate with peers and leaders to ensure a high-quality, consistent client experience. Job Skills/Requirements • Client-focused mindset with a passion for excellence and teamwork. • Self-motivated and goal-oriented with the ability to multitask in a performance-based environment. • Strong communication skills and aptitude for relationship management and sales support. • Ability to identify client needs and provide appropriate solutions or referrals. • Proficiency in computer systems and digital tools. Program Requirements • Completion of an Year Up United Program • 6 months-2 years of relevant work, internship, or customer-facing experience. • Availability during standard business hours (Monday-Friday) with potential Saturday coverage. • Must reside within 30 minutes of the assigned branch. • Ability to work on-site and adhere to banking policies (no personal phone usage during work hours). Additional Information • Comprehensive training and continuous professional development provided. • Career advancement opportunities within a national financial institution. • Must be comfortable working in a high-volume environment • Must refrain from personal phone usage during work hours. • No absences for the first 30 days of assignment Pay Range Pay: $18-20/hr YUPRO Placement is the nation's leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices

Job Details AZ, AZ Fully RemoteDescription The Patient Financial Service Representative serves as the first point of contact for patients and insurance companies. This role is responsible for providing excellent customer service by answering inquiries, resolving billing issues, and ensuring a positive experience for all patients and callers. In addition to a rewarding career, we offer a comprehensive benefits package that includes exciting benefits like: Competitive market pay: $18 - $22 DOE Great health insurance benefits Generous 401k matching program up to 5% Paid time off and paid holidays Retirement plan options and so much more... Key Responsibilities: · Answer incoming phone calls, emails, and messages in a courteous and professional manner. · Assist patients with questions related to appointments, billing statements, balances · Document all interactions and updates in the appropriate electronic systems (EHR/EMR). · Resolve patient complaints or escalate issues to the appropriate department when necessary. · Process payments and create payment plans · Explain billing statements, charges, and payment options. · Maintain confidentiality and comply with HIPAA and all applicable healthcare regulations. · Review and update patient insurance information in the system · Identify and resolve insurance claim issues in collaboration with the billing team. · Special projects as assigned. Qualifications · High school diploma or GED required. · Prior experience in a medical office, call center, or healthcare setting preferred. · Knowledge of medical terminology, insurance verification, and HIPAA regulations is a plus. · Strong knowledge of insurance terminology and billing procedures. · Excellent verbal and written communication skills. · Strong customer service and interpersonal skills. · Proficient in using EMR/EHR systems and Microsoft Office Suite. · Ability to multi-task, prioritize, and manage time effectively. · Detail-oriented and dependable, with strong problem-solving skills.