A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
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$58k-118k yearly est. 3d ago
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Financial Associate (Part-Time, 30 Hours/Week)
American National Bank of Texas 3.7
Trader job in Mesquite, TX
The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal & professional growth along with having or developing a strong "sales" mentality. They must also enjoy handling customers' initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry.
Responsibilities include:
Opening deposit accounts and ancillary deposit services
Processing paying and receiving transactions
Balancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
Uncovering customer expansion opportunities and referring customers to proper bank associates
Performs account maintenance and related activities
Adheres to established internal controls on regulatory requirements ensuring compliance
Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved
Qualifications:
High School diploma or GED
Minimum of two years of retail/sales or banking experience required
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred
Skills:
Demonstrated experience with Microsoft Office Suite
Excellent interpersonal, communication skills, and written communication
Solid organizational skills and attention to detail
Ability to work in a fast-paced, team-oriented environment
Demonstrated ability to maintain confidentiality
Lifting in an office setting may be required up to 30 lbs.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$60k-92k yearly est. 2d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Trader job in Dallas, TX
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$80k-143k yearly est. Easy Apply 60d+ ago
Entry-Level Auto Finance Representative
Teksystems 4.4
Trader job in Irving, TX
*Entry-Level Auto Finance Representative* We are hiring for two key roles: *Customer Accounts Representative* and *Customer Care Representative*. Candidates should be open to either position and will receive cross-training across departments. *Customer Accounts Representative* *Schedule:*
* Monday - Friday: 8:00 AM - 5:00 PM
* Two late nights per week (11:00 AM - 8:00 PM; never on Friday)
* Every other Saturday (8:00 AM - 12:00 PM)
* One week per month: 7:00 AM - 4:00 PM with Saturday 7:00 AM - 12:00 PM
*What You'll Do:*
* Make courtesy calls to customers who are 1-29 days past due on a payment
* Help customers with:
* Adding or updating payment methods
* Setting up auto-pay
* Resetting passwords
* Heavy collections are handled by another department
*Customer Care Representative* *Schedule:*
* Monday - Friday: 8:00 AM - 5:00 PM or 9:00 AM - 6:00 PM
* One Saturday per month (8:00 AM - 12:00 PM)
*What You'll Do:*
* Answer inbound calls and assist customers with:
* Account questions
* Payment options
* Title requests
* Website login issues
*What We're Looking For:*
* Bachelors degree is required
* 1+ year of customer service experience (call center experience preferred)
* Strong communication and problem-solving skills
* Ability to learn quickly and pay attention to detail
* Basic computer skills and data entry experience
*Experience Level:* Entry-Level
*Job Type & Location:* Contract-to-Hire | Onsite in Irving, TX
*Pay & Benefits:*
* Starting pay: *$18.50 - $23.50/hr*
* Benefits may include:
* Medical, dental & vision
* 401(k)
* Life insurance
* Disability coverage
* Health Spending Account (HSA)
* Paid time off
#prioritywest
*Job Type & Location*This is a Contract to Hire position based out of IRVING, TX.
*Pay and Benefits*The pay range for this position is $18.50 - $23.50/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in IRVING,TX.
*Application Deadline*This position is anticipated to close on Jan 29, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$18.5-23.5 hourly 1d ago
Relationship Banker II
Cathay Bank-Headquarters 4.4
Trader job in Plano, TX
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
ESSENTIAL FUNCTIONS
New Accounts
Perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.
Sales & Service
Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
Proactively support branch new business promotions.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
QUALIFICATIONS
College degree in business, accounting or finance preferred, but not required
1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus.
Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred.
Motivated to consistently provide our customers with excellent service and help them achieve their financial goals.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments.
Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships.
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS).
Able and willing to commute as required for business needs.
OTHER DETAILS
$22.00 - $25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$22-25 hourly 4d ago
Branch Relationship Banker (Personal Banker) - Love Field / Dallas, TX
Banktalent HQ
Trader job in Dallas, TX
At Amegy Bank, people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank-Here, you grow.
We're seeking a highly motivated and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) at our Love Field Banking Center in Dallas, TX. In this role, you'll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance.
This role offers exciting opportunities for growth within the banking industry and plays a key role in creating exceptional customer experiences. If you're passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we'd love to connect with you!
Key Responsibilities:
Provide full-service banking services to new and existing clients within the banking center, with a primary focus on sales and service.
Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center.
Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns.
Execute the sales discovery process and manager client relationships.
Conduct assessments with clients to determine their financial needs and make appropriate recommendations.
Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed.
Execute inside/outside sales calls to prospects and established clients.
Establish, expand, and maintain strong client relationships by providing extensive, personalized service focused on specific needs of each banking customer.
Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss.
Perform all duties in compliance with laws, regulations, and bank policies and procedures.
Resolve client concerns through direct personal action or referral to alternative banking center or bank resources.
Adhere to bank's security policies while maintaining confidentiality of bank records and client information.
Meet with Branch Service Manager/Branch Manager daily to discuss progress in reaching individual and banking center goals.
Perform other duties as assigned.
Required Qualifications:
High school diploma or equivalent required.
At least 2 years of experience in customer service, retail banking, new accounts, financial services sales, or other directly related experience.
Previous experience in a consultative relationship-based sales role with knowledge of consumer lending applications processes and procedures, is preferred.
Strong communication and interpersonal skills, with the ability to build rapport with clients.
Knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment options.
Sales skills and experience, with the ability to identify sales opportunities, achieve sales targets and effectively cross-sell banking products and services to meet client needs.
Demonstrated problem-solving skills, with the ability to identify client needs, address inquiries, and resolve issues effectively.
Strong negotiation skills, with the ability to influence and persuade clients to consider appropriate banking solutions.
Attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment.
Proficiency in basic math and computer skills, including knowledge of banking software and systems.
Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act.
Work Schedule:
Monday-Friday, 8:30 AM - 5:15 PM
Saturday, 8:45 AM - 1:15 PM
This is a full-time position: 40 hours per week. Must be able to work a flexible schedule within the hours listed above, to include rotating Saturdays .
Employee Benefits:
At Amegy Bank, our mission is to create value for our customers, communities, employees, and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being, as well as that of your family, while supporting your career growth.
Medical, Dental, and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
401(k) plan with company match and Profit Sharing.
Mental Health benefits including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees.
Employee Ambassador preferred banking products.
Competitive compensation in line with work experience.
Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.
$31k-40k yearly est. 4d ago
Gold & Bullion Trader
Heritage Capital Corporation
Trader job in Dallas, TX
Job DescriptionDescription:
Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more.
SUMMARY: The role of a Gold and Bullion Trader is responsible for buying and selling gold, silver, platinum, and other precious metals in the global market. The primary responsibility is to manage and expand the company accounts and portfolios by buying, selling, and trading from a selection of coins and metals.
LOCATION: South of Dallas/Fort Worth International Airport, NW corner of W. Airport Freeway (Hwy. 183) and Valley View Lane
BENEFITS:
Medical, Dental, Vision coverage
Paid time off
401k savings plans
COMPENSATION: Commensurate based on experience.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Monitoring market trends and making informed trading decisions based on market analysis.
Executing trades and managing risk by hedging against market volatility.
Maintaining relationships with existing accounts, and prospecting for new accounts.
Requirements:
EDUCATION & EXPERIENCE:
Solid understanding of the global precious metals market
Excellent analytical and interpersonal skills
A proven track record of success in a similar role
Bachelor's degree in finance, economics, or a related field is often preferred.
Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE
$66k-113k yearly est. 5d ago
Trader permanent position at Dallas, TX
Mit Resource 4.7
Trader job in Dallas, TX
Working closely with Boston-based convertible team this position is responsible, under direction, for executing global convertible bond trades authorized by portfolio managers or senior traders. Job requirement: REPORTING RELATIONSHIP: Reports directly to Senior Trader.
• Primarily responsible for global convertible bond trading (includes some off-hour and holiday trading of overseas markets) as well as trading in other asset classes (equities, derivatives, fixed income), as needed
• Managing positions via contracts for difference (CFD) and total return swaps (TRS)
• Sourcing and monitoring borrow
• Effectively managing sell-side trading relationships
• Assisting with trade origination and trade settlement
• Monitoring position data for accuracy and compliance
*$10k of the bonus is restricted stock options
• Identifying procedural deficiencies then working to resolve them
• Reading, analyzing and interpreting relevant periodicals, professional journals, or technical procedures
• Writing reports and business correspondence
• Effectively presenting information and respond to questions
• Solving practical problems and dealing with a variety of concrete variables in situations where only limited standardization exists
• Interpreting a variety of instructions furnished in written, oral, diagram or schedule form
• Detail-oriented, thorough; does not make errors
Required qualification:
• Bachelor's Degree (BA) from four-year College or university, plus 3-5 years trading convertible securities required
• Experience in settlement of global securities, particularly convertible bonds, equities, and derivatives (CFD, TRS, options, futures, etc.)
• Advanced proficiency with Bloomberg, Kynex, and Excel
• Familiar with order management systems and desktop trading platforms
• Willingness to travel during the on boarding process is required; this will take up less than 25% of the person's time
• Other asset classes (equities, fixed income, derivatives) trading experience
Qualifications
equired qualification:
• Bachelor's Degree (BA) from four-year College or university, plus 3-5 years trading convertible securities required
• Experience in settlement of global securities, particularly convertible bonds, equities, and derivatives (CFD, TRS, options, futures, etc.)
• Advanced proficiency with Bloomberg, Kynex, and Excel
• Familiar with order management systems and desktop trading platforms
• Willingness to travel during the on boarding process is required; this will take up less than 25% of the person's time
• Other asset classes (equities, fixed income, derivatives) trading experience
Additional Information
Please help pass along to colleagues or associates below position who are looking for new role if you are not available.
For further details contact me at
************************************
Thank you for your time.
$77k-133k yearly est. Easy Apply 1d ago
Senior Refined Products Trader
Northern Tier Bakery 3.9
Trader job in Irving, TX
7-Eleven Fuels is looking to hire a Senior Refined Products Trader. As part of the supply and trading team, this position will be responsible for securing supply for our store base while creating incremental profit through optimization and trading.
Key Duties and Responsibilities:
Make daily purchase and sales decisions and execute those decisions to manage the overall refined fuel products business for the company
Develop and implement strategic trading positions across multiple channels of business
Analyze market information; establish and manage forward market views and strategies to add incremental value to the system
Manage the company's bulk fuels positions within a market or system to minimize market risk and maximize market profit potential
Coordinate trading and supply activities with the scheduling personnel
Provide back up support for other trader(s)
Preferred Education and Experience:
Bachelor's Degree
10+ years of relevant experience
Proven success with trading and scheduling experience required (Rack, bulk, pipeline, and/or waterborne)
Previous experience of trading teams or books of business
Ability to recognize, execute and capture opportunities within the fuels space
Strong organizational, analytical, and project management skills with the ability to prioritize and communicate in order to drive cross-functional group execution
Effective leadership skills and the ability to manage a team of high-performance individuals preferred
If an hourly or salary range is included in this ad it represents the range 7-Eleven in good faith believes is the range of compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range is only applicable for jobs to be performed in this state. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, long-term incentive compensation, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
For a general description of all benefits 7-Eleven is offering in the US for the position, please visit this
link
.
$85k-150k yearly est. Auto-Apply 60d+ ago
Lumber Trader - Multifamily Sales
JM Hunter Group 4.0
Trader job in Cedar Hill, TX
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.
$73k-125k yearly est. Easy Apply 4d ago
Corporate Finance Associate - Dallas
Greenberg Traurig 4.9
Trader job in Dallas, TX
Greenberg Traurig (GT), a global law firm, currently has an exciting full-time employment opportunity for a 2nd - 4th year associate in the Corporate Finance group of our Dallas, TX office.
The ideal candidate should have experience representing administrative agents, lenders and borrowers in club and broadly syndicated credit facilities, acquisition financings, and private credit facilities. Candidates should have experience negotiating and drafting credit agreements, debt commitment letters, term sheets, security agreements, intercreditor agreements, subordination agreements and closing deliverables, including secretary's certificates, resolutions, legal opinions, schedules and exhibits. Experience in representing private equity sponsors and portfolio companies would be beneficial.
Candidates should be diligent, proactive, supportive and team oriented and possess a strong academic background with superior drafting skills and be willing to take on significant responsibility for deal management, client interaction and work product. Admission to one or more state bars is required, with prior admission to the Texas bar a plus.
GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.
$127k-180k yearly est. Auto-Apply 5d ago
Retail Business Banker
First United Bank & Trust Co 4.6
Trader job in Dallas, TX
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Retail Business Banker
SUMMARY
Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
* Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions.
* Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts.
* Consult small business customers on business life and cash flow cycle.
* Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process.
* Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed.
* Serve as a trainer, mentor, and coach for the small business delivery process.
* Serve as customers' single point of contact on all First United Bank products and services.
* Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.).
* Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
* Follow proper procedures accurately and efficiently for all customer-servicing activities performed.
* Consistently exceed performance goals and actively participate in all sales campaigns.
* Coordinate team meetings and huddles related to small business strategy and execution.
* Deepen and enhance existing customers relationships and develop new customer relationships.
* Participate in outbound calling efforts to increase bank relationships and business opportunities.
* Complete small business reviews and networking commitments as assigned.
* Leads by example and serves as a role model for Tellers, Relationship Banker I and II
* positions.
ADDITIONAL DUTIES AND RESONSIBILITIES
* Completes all required compliance exams on a yearly basis.
* Adherence to all First United Policies and Procedures.
* Dresses professionally.
* Other duties as assigned by manager.
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
Education and Work Experience
* High School Diploma is required. Some college is strongly preferred.
* Required 3 years of banking experience or relatable business acumen.
* Cash handling experience is required.
Technical/Functional Competencies
* Superior customer service skills required.
* Basic mathematics to solve problems.
* Requires being exact or highly accurate with daily work.
* Ability to effectively read, write, and verbally communicate with customers and co-workers.
* Ability to manage time effectively and work independently, without close supervisor.
* Ability to use good judgment and exercise decision-making skills.
* Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems.
* Ability to multi-task.
* Maintain a professional attitude and appearance.
* Behave ethically while at work or outside your work environment.
* Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization
All Locations:
Dallas-Preston Center
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
$43k-90k yearly est. Auto-Apply 52d ago
Associate, Financial Reporting Valuation
Vrc 3.4
Trader job in Plano, TX
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
This position in our financial reporting valuation practice conducts valuation assignments for such purposes as purchase price allocations (ASC 805), impairment testing (ASC 350 / 360), and stock compensation (ASC 718 / 409A). This position will also have exposure to valuations for international tax restructuring purposes.
What you will do:
Build, modify, and utilize financial models for business enterprise (DCF, market multiples), securities (option-pricing methods), and intangible asset valuation (excess earnings method, relief-from-royalty method, etc.)
Conduct research on clients, competitors, industries, and capital markets, including market multiples, financial ratios, and discount rates
Manage basic projects from start to finish, resulting in articulate, client-ready deliverables
Direct analyst-level staff in data gathering and analysis, and review analyst work
Be actively involved in training new analysts in basic models and procedures
Build ongoing relationships with clients as part of the engagement process
What you will need:
4 to 6 years' work experience at a valuation firm or valuation practice of a public accounting firm
Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus
CFA, ASA or ABV designation is a plus (or progress toward such designations)
Extensive knowledge of Microsoft Office products, especially Excel
Effective communication skills, strong attention to detail, and analytical capabilities
Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team setting
Strong work ethic and ability to work flexible hours around critical due dates
Current authorization to work in the United States without the need for visa sponsorship now or in the future
What we offer you:
Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings visit our Careers page
Our Commitment to Diversity & Inclusion:
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************.
$41k-70k yearly est. Auto-Apply 16d ago
Private Banker IV - Dallas
Broadway Bank 4.1
Trader job in Dallas, TX
Private Banker IV - Dallas | Division: Private Banking | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.
Position Overview:
The Private Banker IV operates with a high degree of independence and serves as the client relationship manager for a significant portfolio, focusing on business development and securing new full relationships, including wealth management. This role represents the bank and projects a positive image as a stable, profitable, and expanding financial institution. The Private Banker IV actively grows the existing deposit base and addresses lending needs, including consumer, mortgage, and commercial real estate, primarily for professionals and executives such as medical doctors, dentists, accountants, attorneys, engineers, architects, and corporate executives. This role emphasizes bringing top-tier clientele with high margins and profit potential into the bank. This position strongly emphasizes collaboration with other Broadway Bank lines of business, serving as the primary point of contact and key relationship manager for all private bank clients within their respective portfolio. Additionally, this role assists with transformation efforts across the network, ensuring alignment with Broadway Bank's annual budget and strategic message.
Essential Functions:
* Collaborates with Private Bank Relationship Managers, the Sales and Service network, and business lines to create a superior customer service experience, thereby strengthening customer relationships with Broadway Bank and increasing acquisition, utilization, and retention across targeted demographics and markets.
* Adheres to all policies, procedures, and applicable laws.
* Initiates and cultivates new loan relationships through active marketing efforts, including calls, visits, community involvement, and entertainment, establishing a strong ongoing marketing effort with assigned branch locations.
* Analyzes and provides recommendations on business loans by interviewing applicants, assessing financial strength, defining banking needs, evaluating management abilities, and determining associated risks.
* Ensures complete analysis of all financial, industry, and management information, and prepares and reviews proper loan documentation.
* Sustains existing customer relationships by maintaining regular contact, assessing banking needs, financial trends, and changes in the organization or industry, and cross-selling new and existing products and services.
* Assists other commercial lending officers in analyzing credits, cross-selling products and services, and engaging in marketing activities.
* Actively participates in the bank's marketing program, community involvement projects, and banking organizations.
* Attends Officers' Loan Committee Meetings as a non-voting member and participates in Directors' Loan Committee and other necessary meetings.
* Engages in collection efforts for problem loans to reduce the bank's loss.
* Acts as a relationship manager, establishing and maintaining primary contact relationships with targeted customers to maximize the lifetime value of these key relationships, providing a full range of financial/banking services with the assistance of appropriate specialists, and building loyalty and driving profitable revenue growth.
* Resolves immediate customer concerns and account issues, manages a portfolio of targeted/high-value customers, develops and executes client retention and expansion activities, and ensures a coordinated and consistent message reaches targeted customers across all delivery/servicing channels.
* Participates in special projects as requested.
* Performs other duties as assigned.
* This position may require travel within the Bank's geographic area.
Experience & Education:
* Minimum of seven years of private banking experience.
* Four-year college degree in Finance, Accounting, Business Administration, or a related field.
Skills & Qualifications:
* Proficiency in credit underwriting.
* Demonstrated sales and relationship management skills.
* Promotes a culture of collaboration and teamwork across organizational boundaries, breaking down functional silos to optimize business results and encourage overall growth.
* Ability to work enthusiastically with people outside of their immediate team to drive consensus and results.
* Strong influence and negotiation skills.
* Experience with Fiserv and EnAct preferred.
* Proficiency in financial/statistical analysis and document processing.
Other Requirements:
* Register and maintain registry as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
* Meet and maintain financial responsibility, character, and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z.
* Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
* Occasional overtime or extended hours may be required.
We're a culture that offers resources to benefit your overall health and well-being:
* Career Development and Mentorship Programs
* Generous paid time off, minimum 4 weeks
* Employee recognition, awards, and events
* Free vision insurance
* Retirement matching
* Tuition reimbursement
This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Broadway Bank is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Member FDIC
$34k-57k yearly est. 60d+ ago
Personal Banker I
Frost Bank 4.9
Trader job in Dallas, TX
It's about interactions more than transactions.
Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Personal Banker I,
you
are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem-solvers who consistently deliver
our
kind of banking experience-the kind that makes people
want
to stop by the bank and say hello.
What you'll do:
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues
You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures
Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions
Manage risk while actively practicing loss prevention
Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies
Develop relationships with clients. Desire to be their point of contact - they know your name and you know theirs
Provide advice and guidance and help people along their financial journey
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Required Availability: Monday-Friday, 7:45am-6:15pm with Rotating Saturdays, 8:45am-1:15pm
Exceptional customer service skills
Proficiency in Microsoft applications
Excellent written and verbal communication skills
Additional Preferred Skills:
Cash-handling experience
College hours
Experience in dealing with fraud, protecting customers' money, and build trust so clients feel comfortable and safe
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$31k-36k yearly est. Auto-Apply 60d+ ago
Branch Small Business Banker (SAFE)
W.F. Young 3.5
Trader job in Waxahachie, TX
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:
Fluent in Spanish
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 is not eligible for Visa sponsorship.
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.
Location: 1111 N Hwy 77 WAXAHACHIE, TX 75165
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
22 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$74k-100k yearly est. Auto-Apply 13d ago
Virtual Banker II- Plano, TX- Bilingual English and Spanish Required
JPMC
Trader job in Plano, TX
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: *********************************************************************
$37k-72k yearly est. Auto-Apply 10d ago
Banker
Quality Talent Group
Trader job in Dallas, TX
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$37k-72k yearly est. 10d ago
Resume Bank: Future Opportunities
Avisto Mangement LLC
Trader job in Dallas, TX
Job Description
We're always on the lookout for great talent! If you don't see a role that fits your skills right now, feel free to submit your resume here for future consideration. Our team will review your background and may reach out as new positions become available.
$37k-72k yearly est. 14d ago
Associate - Corporate - Restructuring & Special Situations Finance
Direct Counsel
Trader job in Dallas, TX
Job Description
Direct Counsel, LLC is partnering with a leading global law firm to seek a talented and driven Finance Associate for the firm's Dallas office. This is a unique opportunity to join a highly sophisticated Global Finance team, working closely with the firm's nationally recognized Business Restructuring & Reorganization practice.
The ideal candidate will bring significant experience with liability management transactions, DIP financings, bankruptcy exit financings, and/or special situations financings.
Key Responsibilities:
Represent creditors or borrowers in complex financing transactions related to:
Liability management
Debtor-in-possession (DIP) financings
Exit financings from Chapter 11
Special situations and opportunistic financings
Work closely with teams on top-of-capital-structure representations, often involving:
Hedge funds
CLO managers
Private equity sponsors
Financial institutions
Advise on both in-court (Chapter 11) and out-of-court restructurings.
Collaborate across practice areas to manage sophisticated, often high-profile, transactions.
Qualifications:
J.D. from an accredited U.S. law school
Admitted to practice and in good standing in at least one U.S. jurisdiction
Law school class years 2017-2020
Strong background in finance, restructuring, or special situations law
Experience with secured lending, credit agreements, and financial instruments
Excellent analytical, negotiation, and communication skills
Ability to thrive in a fast-paced, team-oriented environment
Compensation:
Annual Salary Range: $365,000 - $435,000
(Commensurate with experience and qualifications)
Bonuses: Discretionary and performance-based
The average trader in Ennis, TX earns between $52,000 and $145,000 annually. This compares to the national average trader range of $56,000 to $144,000.