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Trader jobs in Montana - 57 jobs

  • Relationship Banker I

    Opportunity Bank of Montana 4.2company rating

    Trader job in Livingston, MT

    Develop customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs. Responsible for opening new personal and business deposit accounts, identifying, and selling appropriate consumer loan solutions, responding to customer inquiries, resolving issues, and recognizing and referring cross sale opportunities. Perform all Customer Service Teller functions and has a cash drawer as necessary, maintaining proper cash and authority limits while balancing as required. Responsible for all maintenance on customer account and closing accounts. Assist customers in challenging balancing situations; offer fresh start loans etc. Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the Bank. Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service. Serve as Montana Notary Public responsible to verify authenticity of documents and act as impartial witness in the signing of legal documents Opportunity Bank of Montana is an equal opportunity employer. It is the policy of Opportunity Bank to provide equal employment opportunity within the Bank and motivate cooperation toward the goal of hiring and promoting available qualified personnel without regard to their race, gender, color, national origin, sex, age, religion, disability, veteran status, marital status, sexual orientation, or any other legally protected status.
    $26k-31k yearly est. 28d ago
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  • Financial Associate

    Montana State University, Inc. 4.1company rating

    Trader job in Bozeman, MT

    Fiscal Shared Services provides accounting support and customer service to departments across the Bozeman campus while collaborating closely with central University offices. The team performs a wide variety of business processes such as accounts payable, accounts receivable and financial reporting and analysis. The Financial Associate will be responsible for accounting transactions and processes, expense/revenue reconciliations, financial report generation and customer support. Duties and Responsibilities Provides exceptional customer service to client departments through high quality work and responsiveness. Performs the accounts payable functions for a diverse set of clients, processing invoices, journal vouchers and purchasing card transactions. Initiates accounts receivable invoices to external and internal customers and assists with collection of revenue on behalf of clients. Reconciles expense and revenue transactions to ensure completeness and accuracy of records. Generates easy-to-use, accurate and informative monthly financial reports for client departments to support strategic decision making and overall fund management. Advises department heads, directors and other key personnel regularly on departmental financial position; addresses and resolves areas of concern in a timely manner. Educates and supports staff, faculty and students across campus on business processes, best practices and internal controls. Required Qualifications - Experience, Education, Knowledge & Skills Bachelor's degree or an equivalent combination of relevant education and experience. Experience processing accounting transactions, financial reporting, financial analysis, or budgeting Experience using Microsoft Excel and accounting software to analyze and summarize financial data. Demonstrated customer support experience. Preferred Qualifications - Experience, Education, Knowledge & Skills The Successful Candidate Will Embrace and adapt quickly to changes in priorities, processes and work environment with a positive attitude. Be highly organized with great attention to detail and a high level of accuracy in work product. Be forward-looking, anticipates problems and proactively addresses them. Establish and maintain effective working relationships with multiple offices, co-workers and managers in a team-oriented environment; represent Fiscal Shared Services and the University in a positive, professional manner. Exercise initiative and independent judgment in solving complex problems and in interpreting and applying policies and procedures. Have demonstrated excellent, professional verbal and written communication skills. Position Special Requirements/Additional Information This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but a general description of the job. Nothing contained herein restricts Montana State University's rights to assign or reassign duties and responsibilities to this job at any time. Physical Demands To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without reasonable accommodations. The requirements listed in this description are representative of the knowledge, skill, and/or ability required. This position has supervisory duties? No
    $28k-33k yearly est. 60d+ ago
  • Cognizant Workday - Application Managed Services Finance Associate Consultant

    Cognizant 4.6company rating

    Trader job in Missoula, MT

    Cognizant Workday practice is recruiting for upcoming graduates who are looking for an exciting, entry level consulting opportunity starting in the summer of 2026. We proudly partner with Workday, one of the leading cloud-based software solutions for HR, Finance, Payroll management, and Student Services. As an Organizational Change and Training Associate Consultant at Cognizant Workday practice, you will be part of a project team working with customers to get the most out of their Workday Implementation. Our Finance AMS Associate Consultant position is best suited for self-starters who are eager to work with exciting, Fortune 500 companies and dive headfirst into all phases of Workday system implementations. We provide world-class, classroom, virtual and on-the-job training, an exceptionally encouraging network of mentors. Our associates' diverse set of backgrounds offer varied perspectives and fuel new ways of thinking! Join our dedicated team of experienced Workday implementation & AMS professionals and become part of our dynamic, fast-paced, HR/Finance transformation consulting practice. **Responsibilities:** + Become a Workday champion and partner closely with your team and customers to achieve excellence in each phase of your assigned projects. + Execute on the assigned support activities by your team lead(s) with utmost quality and as per the milestone\resolution time + Assist the Lead Consultant(s) in gathering business requirements, designing and prototyping, testing and implementing business solutions. + Configure the system to the customers' expectations and requirements + Master the art of "follow through". Frequently update your team Lead and Service Delivery Manager on timeline, tasks, risks, roles & responsibilities, etc. + Proactively keep yourself abreast of Workday updates and project changes. Seek out opportunities to further your skills and professional growth. We love initiative! **Skills and Requirements:** + 1 year of work experience in an office environment, preferred. + Bachelor's degree or equivalent experience in Computer Science, Finance, or related field. + Passion for exceptional customer service. + Strong communication, presentation and analytical skills, with the ability to effectively manage customer expectations. + Intermediate knowledge of Microsoft Office Suite, particularly Microsoft Excel and PowerPoint + Travel to customer site, when needed. **Why Choose Cognizant Workday practice?** + Flexible work schedules or working out of one of our hub locations to cultivate personal and professional balance. + Competitive benefits including 401(k) matching program, Medical, Dental, Life, and Vison insurance, and perk benefits such as commuter plans and pet insurance. + Inclusive benefits that support mental health, gender affirmation journeys, caregiving and all paths to parenthood, excellent paid parental leave programs. + Established Employee Resources Groups (ERG's) that provide a safe space for employees to build relationships, connect, and develop initiatives to enhance diversity and inclusion. + Committed to giving back to improve our communities and environmental impact. + Learning and development opportunities through established corporate programs, on and off-site trainings, and on-demand online learning courses. **Salary and Other Compensation** Applications are accepted on an ongoing basis. The annual salary is $75,000.00, depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. **Location** New hires will be aligned to the Cognizant office in **Plano, TX,** where you will work alongside other experienced Cognizant associates. Applicants must be willing to relocate to this major geographic area. **Work Authorization** Due to the nature of this position, Cognizant cannot provide sponsorship for U.S. work authorization (including participation in a CPT/OPT program) for this role. **Disclaimer:** Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. _Cognizant is always looking for top talent. We are searching for candidates to fill future needs within the business. This job posting represents potential future employment opportunities with Cognizant. Although the position is not currently available, we want to provide you with the opportunity to express your interest in future employment opportunities with Cognizant. If a job opportunity that you may be qualified for becomes available in the future, we will notify you. At that time you can determine whether you would like to apply for the specific open position. Thank you for your interest in Cognizant career opportunities._ Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
    $75k yearly 14d ago
  • Private Client Banker - Billings Heights - Billings, MT - Rocky Mountains

    JPMC

    Trader job in Billings, MT

    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: **************************************************************************
    $23k-34k yearly est. Auto-Apply 60d+ ago
  • Business Banker

    American Bank Montana 4.3company rating

    Trader job in Big Sky, MT

    Join the American Bank team! We are a small, privately-owned community bank that delivers high-quality experiences tailored to each individual and business. We empower our employees to work in the best interest of customers, give back to their communities, and maintain a healthy work-life balance. We also like to have fun! Please Consider Applying Through This Link: ********************************************** Reports to: Assistant Branch Manager FLSA Status: Non-exempt Job Summary: A Business Banker is a specialized cross-sectional role that is the face of commercial banking for the businesses of Montana. They have an excellent grasp on retail banking knowledge and procedures, while also facilitating communication and relationships between commercial customers and the lending department. Also understanding of banking products and commercial bank accounts sets them up to be effective in selling services such as cash management systems for businesses. Benefits: Comprehensive Health Insurance (Medical, Dental, Vision) Company-Sponsored and Voluntary supplemental insurance options (Life, Disability, Accident, & more) 401k (5% match!) Paid Time Off + 11 Paid Banking Holidays + Paid Volunteer Time Off Paid On-the-Job Training! Continuing education and development opportunities. Opportunity to work alongside coworkers who are dedicated to building strong relationships and investing in the neighborhoods we proudly serve. Discounted banking products, and numerous other employee benefits! Primary Responsibilities: The primary responsibility of the Business Banker is to provide accurate, quality customer service to American Bank customers and staff. The duties of the Business Banking Specialist are to do a variety of tasks which may include: Provide excellent customer service to current and prospective commercial banking customers including the following: Meet with commercial customers and provide recommendations and proposals for deposit services. Create accurate and timely CIF records and maintain Jack Henry file information as needed by lenders. Provide loan support by processing payments, advances, loan funding and payoffs. Develop working relationships with lenders and customers to act as a second contact for all retail customer needs. Provide cash management services to new and existing customers including maintenance and on-site training. Provide support for lending staff in all areas of credit administration including exception items, document imaging, generate and maintain reports, and account maintenance. Identify opportunities to cross-sell deposit and cash management products to commercial customers and work in conjunction and support the Digital Banking Manager. Act as a liaison between retail banking staff and lenders to communicate and train on new products, updates, or technology changes. Be a knowledgeable, point of contact for commercial customers when lenders are unavailable regarding retail related issues. Satisfactorily complete all required compliance bank training and comply with all regulations which apply within the scope of the position. Act as a liaison between lenders and loan center staff on all consumer credit requests and become well versed in consumer lending compliance and regulations. Represent American Bank as an active and visual member of the community by committing to local boards and interest groups. Become an active participant in business development activities for the Bank. Satisfactorily complete all required compliance bank training and comply with all regulations which apply within the scope of the position. Perform other duties and responsibilities as directed. Education and Experience: Required: High school diploma, GED, or equivalent diploma Preferred: Some college or Associate degree; Montana Notary or ability to obtain in 6 months of employment Working Conditions: Physical requirements include: standing for long periods when providing customer service, sitting, walking and must occasionally be able to lift and carry 30 lbs. waist high and 20 lbs. shoulder high. Work environment is indoors in a clean atmosphere with normal noise levels. Ability to work under pressure with changing priorities is required. Exposed to a potentially hazardous condition - robbery. Receives detailed instructions and procedures to be followed to minimize the risk. Monday through Friday, 8-hour shift with one hour lunch between the hours of 7:30 AM and 6:00 PM Travel Requirements: Primary work assignment will be in the Big Sky branch; employees should agree to go to any other location requested by management, with the understanding that such temporary re-assignment will require the use of your personal vehicle. If requested to spend the entire day at a non-primary location, American Bank will pay for time spent traveling which is inclusive from the time an employee leaves home to the time returned to home. In addition, any time that one uses their personal vehicle, in such travel, American Bank will reimburse mileage at the current designated IRS mileage reimbursement rate. Pay Grade: 9 The above statements 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 construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
    $35k-40k yearly est. 6d ago
  • Banker

    Quality Talent Group

    Trader job in Bozeman, MT

    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!
    $23k-35k yearly est. 10d ago
  • Associate Personal Banker Bozeman

    Wells Fargo Bank 4.6company rating

    Trader job in Bozeman, MT

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 211 W Main St BOZEMAN, MT 59715 Posting End Date: 26 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.
    $25k-29k yearly est. 2d ago
  • Associate Personal Banker Bozeman

    W.F. Young 3.5company rating

    Trader job in Bozeman, MT

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 211 W Main St BOZEMAN, MT 59715 Posting End Date: 26 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.
    $26k-30k yearly est. Auto-Apply 5d ago
  • Financial Services Representative I

    First Interstate Bancsystem 3.5company rating

    Trader job in Billings, MT

    **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . is located at our Billings, MT Heights branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values. ESSENTIAL DUTIES AND RESPONSIBILITIES Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions. Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately. Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more. Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity. Builds client relationships through outbound and proactive measures including First 15. QUALIFICATIONS 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. KNOWLEDGE, SKILLS AND ABILITIES Attention to detail, including verbal and written instructions. Maintains confidentiality. Effective use of tact and diplomacy as it relates to clients and co-workers. Working knowledge and use of a personal computer, Microsoft programs and strong 10-key skills. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate and percent and to draw and interpret bar graphs. Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables. Delivers complete and accurate work and displays pride and professionalism in work. Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training. Takes personal initiative and is a positive example for other to emulate. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results. EDUCATION AND/OR EXPERIENCE High School Diploma or General Education Degree (GED) required 1-3 years banking or related experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently Lifting - Occasionally (up to 10 lbs) Sitting - Frequently Overtime - Subject to business need Noise Level - Moderate Typical Work Hours - M-F (8-5) Regular and Predictable Attendance - Required **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .
    $21k-27k yearly est. Auto-Apply 37d ago
  • Personal Financial Representative - MT

    Allstate 4.6company rating

    Trader job in Lincoln, MT

    Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
    $31k-35k yearly est. Auto-Apply 60d+ ago
  • Financial Associate

    Montana State University 4.1company rating

    Trader job in Bozeman, MT

    Duties And Responsibilities Provides exceptional customer service to client departments through high quality work and responsiveness. Performs the accounts payable functions for a diverse set of clients, processing invoices, journal vouchers and purchasing card transactions. Initiates accounts receivable invoices to external and internal customers and assists with collection of revenue on behalf of clients. Reconciles expense and revenue transactions to ensure completeness and accuracy of records. Generates easy-to-use, accurate and informative monthly financial reports for client departments to support strategic decision making and overall fund management. Advises department heads, directors and other key personnel regularly on departmental financial position; addresses and resolves areas of concern in a timely manner. Educates and supports staff, faculty and students across campus on business processes, best practices and internal controls. Physical Demands To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without reasonable accommodations. The requirements listed in this description are representative of the knowledge, skill, and/or ability required.
    $28k-33k yearly est. 42d ago
  • Relationship Banker - Rimrock Mall - Billings, MT - Rocky Mountains

    JPMC

    Trader job in Billings, MT

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $26k-31k yearly est. Auto-Apply 60d+ ago
  • Banker

    Quality Talent Group

    Trader job in Bozeman, MT

    Job Description 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!
    $23k-35k yearly est. 13d ago
  • Associate Personal Banker Bozeman

    Wells Fargo 4.6company rating

    Trader job in Bozeman, MT

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** 211 W Main St BOZEMAN, MT 59715 **Posting End Date:** 26 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. **Req Number:** R-516182
    $25k-29k yearly est. 3d ago
  • Part-Time Personal Banker, Valier, MT

    W.F. Young 3.5company rating

    Trader job in Valier, MT

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 502 Montana St., Valier, MT 59486 Posting End Date: 19 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.
    $27k-31k yearly est. Auto-Apply 5d ago
  • Financial Services Representative I

    First Interstate Bancsystem, Inc. 3.5company rating

    Trader job in Billings, MT

    If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. is located at our Billings, MT Heights branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. * Generous Paid Time Off (PTO) in addition to paid federal holidays. * Child Care Assistance Program for eligible dependent(s). * Exercise reimbursement program for employees. * The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values. ESSENTIAL DUTIES AND RESPONSIBILITIES * Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions. * Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately. * Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more. * Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity. * Builds client relationships through outbound and proactive measures including First 15. QUALIFICATIONS 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. KNOWLEDGE, SKILLS AND ABILITIES * Attention to detail, including verbal and written instructions. * Maintains confidentiality. * Effective use of tact and diplomacy as it relates to clients and co-workers. * Working knowledge and use of a personal computer, Microsoft programs and strong 10-key skills. * Ability to read and comprehend simple instructions, short correspondence, and memos. * Ability to write simple correspondence. * Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. * Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. * Ability to compute rate and percent and to draw and interpret bar graphs. * Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. * Ability to deal with problems involving a few concrete variables in standardized situations. * Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables. * Delivers complete and accurate work and displays pride and professionalism in work. * Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training. * Takes personal initiative and is a positive example for other to emulate. * This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results. EDUCATION AND/OR EXPERIENCE * High School Diploma or General Education Degree (GED) required * 1-3 years banking or related experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. * Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently * Lifting - Occasionally (up to 10 lbs) * Sitting - Frequently * Overtime - Subject to business need * Noise Level - Moderate * Typical Work Hours - M-F (8-5) * Regular and Predictable Attendance - Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
    $21k-27k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker I

    Opportunity Bank of Montana 4.2company rating

    Trader job in Missoula, MT

    Opportunity Bank of Montana offers careers in banking with a comprehensive training program, work life balance and meaningful commitment to your community. Are you looking for more than just a job? Are you ready to make a positive impact on your professional life and in your community? If so, we want to talk to you! Performs the following duties under general supervision: Develop customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs. Responsible for opening new personal and business deposit accounts, identifying, and selling appropriate consumer loan solutions, responding to customer inquiries, resolving issues, and recognizing and referring cross sale opportunities. Perform all Customer Service Teller functions and has a cash drawer as necessary, maintaining proper cash and authority limits while balancing as required. Responsible for all maintenance on customer account and closing accounts. Assist customers in challenging balancing situations; offer fresh start loans etc. Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the Bank. Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service. Serve as Montana Notary Public responsible to verify authenticity of documents and act as impartial witness in the signing of legal documents. May participate in mentorship and training of new employees. Demonstrate the ability to prospect and plan selling strategy internally and externally. Use sales and business development skills necessary to develop and actively participate in a calling program. Perform other related duties as assigned. Opportunity Bank of Montana is an equal opportunity employer. It is the policy of Opportunity Bank to provide equal employment opportunity within the Bank and motivate cooperation toward the goal of hiring and promoting available qualified personnel without regard to their race, gender, color, national origin, sex, age, religion, disability, veteran status, marital status, sexual orientation, or any other legally protected status.
    $27k-31k yearly est. 15d ago
  • Relationship Banker - Tschache Ln & N 19th Ave - Bozeman, MT - Rocky Mountains

    JPMC

    Trader job in Bozeman, MT

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $26k-31k yearly est. Auto-Apply 60d+ ago
  • Part-Time Personal Banker, Valier, MT

    Wells Fargo Bank 4.6company rating

    Trader job in Valier, MT

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 502 Montana St., Valier, MT 59486 Posting End Date: 19 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.
    $25k-29k yearly est. 2d ago
  • Banker

    Quality Talent Group

    Trader job in Amsterdam, MT

    Job Description 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!
    $23k-35k yearly est. 13d ago

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