A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
#J-18808-Ljbffr
$110k-210k yearly est. 1d ago
Looking for a job?
Let Zippia find it for you.
Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. 4.6
Trader job in Atlanta, GA
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements New Client and Business Development
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
Profile, qualify, and convert prospects into CPB clients.
Identify and execute on new business opportunities with existing clients
Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
Manage client expectations regarding what can and cannot be executed on their behalf
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Ensure all client inquiries and problems are handled effectively and resolved
Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilise and learn computer and web based applications
Qualifications and Education
15+ years of experience
Licensing: Series 7 & 66 (or 63 & 65) & 31
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Job Family Group
Private Client Coverage
Job Family
Private Banker
Time Type
Full time
Primary Location
Atlanta Georgia United States
Primary Location Full Time Salary Range
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 15, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
$121k-196k yearly est. 22h ago
SBA Banker III
Seacoast National Bank 4.9
Trader job in Atlanta, GA
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$48k-86k yearly est. 1d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Trader job in Atlanta, GA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$80k-148k yearly est. Easy Apply 60d+ ago
Future Positions
Jackson Spalding 3.9
Trader job in Georgia
Hybrid - All Offices (Atlanta | Athens | Dallas | JS West) Want to express interest for future opportunities to join our team? Jackson Spalding is always accepting employment inquiries from talented people. Please submit your resume for consideration :-)
EMPLOYEE BENEFITS
We believe that great work starts by taking care of our people. Below are just some of the benefits we provide the JS team.
World class health care insurance
Profit sharing
Unlimited sick days
401k match + personal financial planning
Flexible work environment: This means that for roles where it makes sense, you'll have the option to spend some of your time in our incredible workspaces (when it's safe to do so) and some of your time working remotely - whether from home or elsewhere.
Some roles may require intermittent travel.
EEO
At Jackson Spalding, we embrace and celebrate our differences. They are what inspire, unite, and motivate us to strive for a better way. In alignment with our purpose to cultivate meaningful relationships rooted in mutual respect, we are dedicated to fostering a sense of belonging throughout our agency. Jackson Spalding is proud to be an equal opportunity employer. We do not discriminate in any aspect of employment against any person on account of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
$83k-134k yearly est. Auto-Apply 60d+ ago
Lumber Trader
JM Hunter Group 4.0
Trader job in Senoia, GA
Job Description
DUTIES AND RESPONSIBILITIES:
Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
Sources new sales opportunities through inbound and outbound prospecting calls and emails.
Understands accounts, identifies key players and generates interest.
Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
Prepares and sends valuable offers daily.
Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
Executes timely and accurate trades based on market data, movement and prices.
Provides competitive market intelligence and insights to prospects and customers.
Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
Purchases product for various types of sales.
Handles inbound calls and provides callers with product and service information.
Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
$78k-133k yearly est. 19d ago
Trader
Vident Asset Management
Trader job in Alpharetta, GA
We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader,
you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving
their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives,
including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations,
monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will
include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk,
supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in
trading and market analysis, you will contribute to the overall success of the investment team.
Qualifications:
Comprehensive knowledge of trading and how that relates to portfolio management and investment
operations, with 4 or more years of practical experience
Experience with domestic and international trade settlement and reconciliation processes
Experience trading or managing portfolios with options
Excellent Excel knowledge and strong programming skills, including Python
Ability to multi-task and prioritize while producing high-quality work in a fast-paced environment
Keen attention to detail
Ability to discreetly handle confidential data
Strong organizational skills and proactive planning, with an ability to respond to urgent requests
Bachelor's Degree in Finance or related field
Registered Investment Advisor and ETF experience
Familiarity with Bloomberg, AIM, Orion or other portfolio management systems
What we offer:
PTO plus 10 paid holidays
Flexible Working Benefits
Daily Paid Lunch for Onsite Employees
Onsite Gym Discount
Medical, Dental, Vision
EAP and Telehealth with Mental Health Support
Short and Long Term Disability
SIMPLE IRA with up to 3% Match
$67k-115k yearly est. 60d+ ago
Fiber Trader - Recycled Commodity (Southeast)
Georgia-Pacific 4.5
Trader job in Atlanta, GA
Your Job We are seeking a Recycled Fiber Trader in the Southeast for Georgia-Pacific Recycling, which specializes in paper and fiber sales. You will maintain and expand our presence in the global recycling marketplace. Your role will involve pricing products, negotiating contracts, collaborating with internal and external stakeholders, and staying informed on market trends and regulatory changes. This fast-paced, dynamic position requires strong analytical, communication, and problem-solving skills.
Location: We are seeking candidates who are based in the Southeast United States. This position offers the flexibility of remote work with a home base. Candidates should expect to travel 30-50% of the time, accommodating domestic business requirements as needed while maintaining effective communications with stakeholders. Visa sponsorship is not available for this position.
Our Team
At GP Recycling, we are a principle-based commodities trading business that does the right thing for our customers, communities, and society while driving economic performance. Our customer-centric approach is built upon the strengths of our diverse team, leveraging their unique skills and knowledge to cultivate mutually beneficial relationships. As a Recycled Commodity Trader, you will play a pivotal role on our sales trading team, working closely with global partners. Join us in making a positive impact through sustainable recycling solutions. Apply now and be part of our dynamic team!
What You Will Do
Profitably expand trading business and grows mutually beneficial partnerships.
Develop and execute effective sales strategies to sustain and grow business in the paper and fiber sales sector.
Price products competitively and negotiate contracts with clients to secure favorable terms.
Foster strong relationships with business partners, coordinating sales efforts and ensuring effective collaboration.
Collaborate with internal teams, including operations and logistics, to ensure smooth operations and exceptional customer satisfaction.
Stay updated on market trends, industry developments, and regulatory changes to identify new business opportunities.
Actively maintain thorough market research and analysis to identify potential customers, understand their needs, and develop tailored sales proposals.
Who You Are (Basic Qualifications)
Experience in a paper or fiber sales role
Bachelors Degree OR additional sales, procurement, or international supply chain experience
Microsoft Office experience
Experience effectively communicating across an organization
Experience proactively setting and managing priorities
Experience collaborating cross-functionally with sales, supply chain, logistics, exports, etc.
Willing to travel 30%+ of the time (domestic travel) based on business needs
What Will Put You Ahead
3+ years experience in the recycling industry
Experience trading recycled fiber commodities
Bilingual
Bachelors Degree in Business, Supply Chain, or Finance
At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy.
Hiring Philosophy
All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here .
Who We Are
As a Koch company and a leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. In addition to the products we make, we operate one of the largest recycling businesses. Our more than 30,000 employees in over 150 locations are empowered to innovate every day -to make everyday products even better.
At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company.
Our Benefits
Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter.
Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results.
Equal Opportunities
Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click here for additional information. (For Illinois E-Verify information click here , aquí , or tu ).
$77k-140k yearly est. 1d ago
WM Product Alpha Super Day - Java
Morgan Stanley 4.6
Trader job in Alpharetta, GA
We are inviting candidates in for an interview day for Java/Developer roles at the Associate, Director and Vice President level.
We have multiple opportunities in our Money Movement, Core Processing and Core MF & Retirement Technology teams.
Job Functions/Duties and Responsibilities:
Design and develop Java applications as well as multi-tier Java applications in finance technology supporting all Money Movement product
Work in an Agile Squad as a full-stack developer
Review code, follow best coding practice and contribute to design discussions
Ensure high quality of deliverables while enforcing development best practices
Adhere to application development guidelines and help improve the guidelines
Understand and implement security guidelines and best practices
Troubleshoot and resolve errors or critical issues
Mentor junior developers and share knowledge with the team
Demonstrate features built as part of the sprint to business stakeholders
Actively contribute and participate in sprint grooming and planning discussions, daily stand-ups, and Agile ceremonies
3+ years of hands-on experience in core Java design and programming, solid understanding of multi-tiered web-based applications
Experience with frameworks like Spring
Strong understanding of database analysis & design including SQL, indexes, and query tuning
Hands on experience in integrating and working in a Java full stack environment
Hands on experience in working on multi-threaded, highly-available applications.
Awareness of CICD Pipelines
Awareness of event driven architecture
Practical experience with data model designing and modeling tools
Proven experience working in agile development methodologies
Excellent verbal and written communication skills
Skills Desired:
Awareness of messaging platforms like Kafka
Awareness of UI development technologies like React/Angular and associated UI development tools
Working Knowledge of Unix/Linux and/or any scripting language
Exposure to JIRA or other ALM tools to create a productive, high-quality development environment
Working knowledge of financial markets and Wealth Management
5+ years of hands-on experience as Java Developer building enterprise level applications using Core Java 1.8 or higher.
5+ years of hands-on experience in Spring Boot, solid understanding of multi-tiered web-based applications.
Solid understanding of Event driven service design, Cloud native applications development
In-depth knowledge of JavaScript, Angular, jQuery, and CSS.
Practical experience with Web API, Junit/TDD, Kafka, Git.
Strong knowledge of CI CD Pipelines, Code quality analysis tools like Sonar, find bug.
Strong understanding of database analysis & design including SQL, indexes, and query tuning.
Education:
Minimum BS degree in Computer Science, Engineering, or a related field
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $70,000 and $120,000 per year for Associates, $95,000 and $135,000 for Directors and $120,000 and $170,000 for Vice Presidents at the commencement of employment . However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$120k-170k yearly Auto-Apply 60d+ ago
Private Client Banker (New Build) - Georgia Northeast - Bethlehem, GA
Jpmorganchase 4.8
Trader job in Georgia
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. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes 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
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
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: **************************************************************************
$47k-95k yearly est. Auto-Apply 60d+ ago
Pre-Registration Financial Clearance Representative - FT - Days (73327)
Hamilton Health Care System 4.4
Trader job in Dalton, GA
Hours: 8AM - 5PM
Days: Monday - Friday
Under the direct supervision of the Scheduling and Pre Services supervisor, the patients are contacted to obtain necessary identifying, demographic and financial information. Seeks to help patients understand their financial responsibilities, giving the estimated out-of-pocket responsibilities and payment options; at all times providing first-class service to set the tone for the patient's journey of care as well as educate and manage the financial expectations for the patient prior to admission. Initiates the pre-registration in the Cerner system. Provides information to the patient regarding when and where to report to Hamilton Medical Center. Contacts physician offices for pre authorization information. Contacts payers to obtain pre authorization as needed
$46k-73k yearly est. 1d ago
D365 Finance & Supply Chain Consulting Associate - Fall 2026
RSM 4.4
Trader job in Atlanta, GA
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM has openings for business-minded individuals to join our Business Applications (BA) practice as a Microsoft Dynamics 365 Consulting Associate.
Our BA Practice works with our clients' executive leadership teams to achieve their business objectives through innovative solutions that align people, processes, and technology. As a Consulting Associate, you will receive mentoring from our experienced team and have access to a variety of technology and training to jump-start your career.
Examples of the candidate's responsibilities include:
Engaging with clients and ensuring business objectives are aligned with IT strategy
Addressing client business requirements using industry best practices
Implementing consulting processes, tools, and methodologies
Leveraging technology to drive business operations efficiencies
Other responsibilities may include:
Capturing client requirements
Participating in project scoping and solution development
Managing and executing on project tasks
Testing proposed solutions within lab environments
Adopting and learning new technologies
Providing onsite and remote support
Troubleshooting business application issues
Utilizing a structured project delivery methodology
Mapping client business requirements to D365 capabilities
Designing solutions using D365 functions and features to meet business objectives
Designing, documenting, and building customizations to D365 to meet business needs
Working and interacting with clients in the configuration of their D365 system
Training clients on their new D365 system
Building successful customer relationships
Basic Qualifications:
B.A. or B.S. in: Business Admin/Management, Entrepreneurship, Global Business, Economics, Accounting, Finance, Industrial Engineering, Computer Science, Information Systems, Operations & Supply Chain, or other related degrees
Minimum overall GPA: 3.0 for undergraduate students and 3.2 for graduate students, on a 4.0 scale
Intelligent, motivated, and competitive with a “roll-up-the-sleeves” and “get the job done” attitude
Strong work and/or internship experience
Strong business judgment and common sense
An analytical approach to problem solving
Initiative, creativity, and a passion to deliver results that make a difference
A well-rounded individual with varied interests and experience
Excellent communication (verbal, written, and presentation) and interpersonal skills (outgoing and personable), with attention to detail
Thrives while working in a fast-paced environment
Ability to multitask, prioritize, and manage time effectively
Effective when working independently and in team environments, while remote or on site
Receptive to feedback
A desire to work in the technology industry with a growing company and a diverse client base
Eagerness to contribute
Willing to engage in up to 75% travel
Preferred Qualifications:
Basic understanding of business processes and concepts in process design
Relevant, hands-on, work-related experience with ERP/CRM systems and/or in a consulting environment through an internship or other relevant experience
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $65,120 - $77,700
$65.1k-77.7k yearly Auto-Apply 60d+ ago
Title: Personal Banker | Mermaid Waters | QLD
Bendigo and Adelaide Bank Limited
Trader job in Georgia
It starts here. With Bendigo Bank… and you. We've never been 'just a bank'. Just like you should never be 'just an employee'. We're united in our belief that in banking, better can be bigger, and together we're making it happen. Your role as a Personal Banker (known internally as a Customer Relationship Officer) is to deliver an exceptional experience by meeting customers end-to-end banking needs.
Whether you're assisting customers with enquires, educating them about our online platforms or recommending products and services that best suit their needs, you'll value how it feels to make a difference in people's lives.
In this dynamic and high-impact role, you'll make your mark by:
* Delivering win-win solutions for our bank and our customers. Developing an expert understanding of customers' current and future goals, you'll design solutions that meet their needs, objectives and interests
* Keeping up with constant change. You'll educate and support our customers with their digital literacy and online banking needs as we continue to innovate our offerings
* Guiding customers through personalised lending solutions. By exploring tailored personal loans and credit card options, you'll help customers achieve their goals
* Being a lifelong learner. Bring your brilliant mind, and we'll help you take your career to the next level with on-the-job training and other learning opportunities
* Building connections. A new role at the Bank means supporting our customers, giving back and making our communities a better place… while having some fun along the way!
This is a permanent, full-time position located in Mermaid Waters. The roster is 76 hours per fortnight.
What you'll bring to the role
To succeed in this role, you'll consistently deliver exceptional customer service. We'd love you to have:
* Proven ability to achieve sales results through solutions that truly meet customer's needs
* Confidence to communicate with new and existing customers face to face and over the phone
* The ability to quickly build relationships and rapport with customers and colleagues
* Eagerness to understand and share what makes our bank different
* Drive for collaboration - mateship is crucial for us to work together and achieve our goals
* Experience in consumer lending - a plus but certainly not essential
So, why work with us?
* Want big impact that matters? Here, you'll know your work directly benefits the customers and communities we all serve.
* Want to be more than just a number? Join a team that truly values you - and that gets more and more diverse, every day.
* Want career opportunity and flexibility? You can achieve so much here, with flexible policies and a team that believes in you.
You'll also get access to a great range of benefits, including:
* Health and wellbeing support, including discounted gym memberships, private health insurance options, and our Employee Assistance Program (EAP) for you and your immediate family members
* Take your learning to the next level through our corporate university 'BEN U'
We're making better, bigger. And we'll get there with you.
Think you're our newest Personal Banker? Now's the time to set your sights even higher - on the future you and the future career you deserve. Apply now!
Please note - once you have submitted your application you will receive an email to complete a Pymetrics online gaming assessment. Please check your junk folder if the email is not received within 30 minutes.
We believe a diverse workforce supported by an inclusive culture is central to our success, and we're all about recruiting the best people, regardless of gender, age, disability, religion, sexual orientation or cultural background. To ensure that you feel supported and are set up for success, please don't hesitate to reach out if you require any adjustments to the application or interview processes.
You can find out more about our retail banking roles here - **********************************************************
Screening and interviews may commence prior to closing date.
We are committed to responding to all candidates, regardless of the outcome of your application.
$29k-37k yearly est. 13d ago
Financial Services Representative
Worldacceptance
Trader job in Valdosta, GA
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-19 hourly Auto-Apply 60d+ ago
Financial Representative
Country Financial 4.4
Trader job in Atlanta, GA
COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions:
Do you enjoy helping people?
Want to help protect others from life's risks?
Take pride in building lasting relationships?
Want to work hard to build a successful business?
Want to be in control of your own income?
$34k-45k yearly est. 60d+ ago
Financial Representative
Hypelink
Trader job in Atlanta, GA
About the Career
Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified Region. As a fraternal benefit society, we have no stockholders. Were owned and operated by and for the benefit of our members. We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning, and employee benefits.
Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their members but their communities too.
Finance
Financial Advisor
Business
Insurance
Sales
What Modern Woodmen offers
Beyond a hands-on training program and a flexible schedule, there's more! Your amazing full-time benefits package includes:
Company-paid retirement plan
Matching 401(k) Plan
Medical, Dental, and Prescription drug Insurance. We pay 100% of employee health insurance premiums and 50% of employee dependents premiums.
Group Term Life Insurance
Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance
Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry.
What we need:
Is honest and has integrity
Community-oriented
Ability to communicate and network effectively with different audiences
Target driven mindset
Wants to grow themselves by helping others
Wants to build a business for themselves, not by themselves
Is looking for continuous self-improvement
Modern Woodmen is an equal opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees
.
$30k-54k yearly est. 60d+ ago
Private Client Banker - Augusta, GA
JPMC
Trader job in Augusta, GA
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. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes 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
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
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: ****************************************************************
$32k-66k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Ryan Hendrix-State Farm Agent
Trader job in Braselton, GA
Job DescriptionBenefits:
Retirement Plan
Bonus based on performance
Company parties
Flexible schedule
Paid time off
Training & development
If you enjoy talking to people, are driven to achieve, have a passion for being the best in a fast paced work environment and some day aspire to run your own business but dont feel ready to jump right in yet, this opportunity may be for you. The position is designed to give on the job training while working with a full time mentor in the agents office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience. You must have at least one of the following Georgia Insurance licenses to apply, Property and Casualty or Life, Accident, and Sickness.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Health benefits
Profit sharing
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement in my agency
Learning to market property/casualty, life, health and bank products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process
$28k-42k yearly est. 22d ago
Resume Bank - Digital Fundraising Positions
Jon Ossoff for Senate
Trader job in Atlanta, GA
Job Description
Senator Jon Ossoff's campaign is building a powerhouse digital team and we're looking for digital fundraising staff for every level, senior to junior.
Requirements
If you have experience running email, SMS, fundraising ad programs-or you're eager to learn, grow, and help break some records-we'd love to hear from you!
Benefits
The campaign provides benefits, including dental, vision and health insurance.
Jon Ossoff for Senate is committed to diversity among its staff and recognizes that its continued success requires the highest commitment to hiring and retaining a diverse staff that provides the best quality services to our mission. Jon Ossoff for Senate is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, creed, sex, age, national origin, protected veterans, marital or familial status or responsibilities, parental status, domestic relationship status, sexual orientation, gender identity or expression, disability status, criminal history status, genetic information, homeless status, matriculation, personal appearance, status as a victim or family member of victim of domestic violence, a sexual offense, or stalking, or any other category prohibited by local, state or federal law.
$32k-63k yearly est. 1d ago
Branch Small Business Banker (SAFE)
W.F. Young 3.5
Trader job in Marietta, GA
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: 1547 Powers Ferry Rd SE MARIETTA, GA
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
20 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.