The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$42k-64k yearly est. 2d ago
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Virtual Banker
First Bank 4.6
Trader job in Saint Louis, MO
Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels.
Work schedule may include some weekends and evenings and requires excellent attendance and punctuality.
What You Will Be Doing
Processing a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible.
Facilitating the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience.
Monitoring ITM machines to ensure they are working properly. Assisting systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed.
Managing incoming and outgoing calls, representing the bank in a positive, courteous and professional manner.
Assessing clients' needs and cross-selling or making sales referrals of bank products and services.
Assist in online account opening fulfillments and onboarding of new bank clients
Processing and performing check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detecting potential fraud when possible.
Meeting or exceeding established referral goals.
Maintaining knowledge of cyber threats and best practices to minimize risks to the organization.
Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials
$38k-63k yearly est. 2d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Trader job in Kansas City, KS
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structure
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-117k yearly est. Easy Apply 60d+ ago
Eastern Rail Trader
Louis Dreyfus Company 4.9
Trader job in Kansas City, MO
Louis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span the entire value chain from farm to fork, across a broad range of business lines, we leverage our global reach and extensive asset network to serve our customers and consumers around the world. Structured as a matrix organization of six geographical regions and ten platforms, Louis Dreyfus Company is active in over 100 countries and employs approximately 18,000 people globally.
Job Description
This position is responsible for the origination of and logistics coordination of rail grains and oilseeds into LDC's export terminals, river terminals and processing assets.
Primary Responsibilities/Essential Functions
Gather news, statistics and information related to individual commodity supply and demand from customers and trade sources, and distribute that information to the remainder of the group to support overall strategic trading/positioning (i.e., contributes to research function).
Proposes and take new SE rail trade opportunities based on collected information.
Stay abreast of market developments, ensuring timely group updates & interpretation of market data
Use historical information to analyze pricing trends and project forward market pricing outlook
Engages in trade and balance sheet discussions around premium and flat price positions
Ensure positions are accurately reported and daily P&L's tie out
Works closely with Burns Harbor, Export Group, and ethanol group to define origination strategy & ensure regional alignment
Active participant in discussion around US corn premium positioning.
Manage the implementation & execution of the US corn premium/basis strategy with a focus on Southeast flows.
Receives rail applications from third parties and manages the trains timely billing to destinations.
Responsible for billing of all trains, internal or third party, or determining designated billing party if LDC does not bill the train.
Communicate with country rail terminals daily with goal of buying and increasing grain purchases.
Devise and execute origination strategies for commodities.
Works to achieve “last right of refusal” relationships with various Co-ops and commercials elevators
Compose regular market wires, position updates and strategy plans.
Build and strengthen long term relationships with customer base, attending industry sponsored events and customer visits.
Additional Responsibilities
Ensure contracts are entered and fills/ settlements are completed timely.
Works with execution, and A/P group to ensure prompt payment of invoices. Assists in the resolution of execution questions.
Qualifications
Education:
Basic qualifications:
Bachelor's Degree
Preferred qualifications:
Degree in Agricultural Economics, Agriculture Business or related degree
Experience
The following are required:
5+ years of experience in an agribusiness firm in a merchandising or trading capacity
Thorough understanding of grain markets, basis trading and rail logistics
Three or more years of direct position ownership & experience with logistics management
Knowledge/Skills/Abilities (including any physical demands)
Basic qualifications:
Demonstrated strong negotiating skills and commercial understanding combined with the right commercial attitude and results orientation
Capability to consolidate global and domestic market drivers into a point of view and executable trading strategy
Strong analytical skills and the ability to select relevant information from a flow of information (distinction between main and side issues)
Demonstrated ability to manage trading risks
Knowledge of demurrage/despatch concepts
Familiarity with current commodity transportation issues
Proficiency with MS Excel, database administration and online systems/websites
Knowledge of fundamentals of grain accounting, basis/flat price trading and futures markets
Knowledge/Ability to set up accruals for freight, costs, demurrage, etc.
Strong organization skills & the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines
Thorough knowledge of futures markets, hedging and arbitrage
Strong written and verbal communication skills
Must be a motivated self-starter
Preferred qualifications:
Strong organizational skills, and the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines.
Experience utilizing and reviewing reports within Power BI.
Additional Information
Equipment Used
Typical office equipment: PC, workstations, telephone, and fax machine.
Working Conditions
Typical climate-controlled office environment. Extensions of regular working hour are occasionally necessary to complete time-sensitive projects, attend training or to respond to emergencies which may include weekends.
Employee Supervision
May lead or supervise a few junior merchandising staff members.
Decision Making/Accountability
Prioritizes work schedule to meet deadlines and continuously adjusts priorities to resolve unexpected issues; processes a variety of information and data to devise and execute trading strategies; negotiates with trade counterparts to maximize corporate returns; advises and recommends trading strategies, assesses risk pertaining to buying and selling and negotiates contract terms with clients; consults with supervisor regarding unusual problems or occurrences.
What We Offer
We provide a dynamic and stimulating international environment, which will stretch and develop your abilities and channel your skills and expertise with outstanding career development opportunities in one of the largest and most solid private companies in the world.
- Comprehensive benefits program including medical, dental and vision care coverage, flexible spending account plans, employee assistance program, life insurance and disability coverage
- 401k with Company Match
- Family Friendly Benefits including childbirth and parental leave, fertility and family building benefits
- Paid Time Off (PTO) and Paid Holidays
- Flexible work available (not applicable to all roles)
Diversity & Inclusion
LDC is driven by a set of shared values and high ethical standards, with diversity and inclusion being part of our DNA. LDC is an equal opportunity employer committed to providing a working environment that embraces and values diversity, equity and inclusion.
LDC encourages diversity, supports local communities and environmental initiatives. We encourage people of all backgrounds to apply.
Equal employment opportunity (EEO)
Louis Dreyfus Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Sustainability
Sustainable value is at the heart of our purpose as a company.
We are passionate about creating fair and sustainable value, both for our business and for other value chain stakeholders: our people, our business partners, the communities we touch and the environment around us
$67k-118k yearly est. 1d ago
Assistant Trader
Angott Search Group
Trader job in Tulsa, OK
Angott Search Group is pleased to partner with a financial planning firm in Oklahoma, in their search for an Assistant Trader. This full-time, on-site role is essential for supporting the firm's day-to-day trading operations. You'll be involved in trade execution, order management, and portfolio rebalancing, working in a dynamic, fast-paced environment.
You'll also work closely with the investment team to analyze market trends, contribute to the development of investment strategies, and ensure the firm's trading activities are executed efficiently. This position requires a high level of attention to detail and strong collaborative skills.
What You'll Do
Support daily trading activities, including executing trades and managing orders.
Assist with portfolio rebalancing to align with investment strategies.
Collaborate with the investment team to analyze market trends and contribute to strategy development.
Work effectively with team members, ensuring seamless communication and support for all trading operations.
Qualifications
Strong analytical and problem-solving skills.
Experience in trade execution and order management.
Knowledge of financial markets and investment principles.
Proficiency in trading platforms and portfolio management software.
Excellent communication and interpersonal skills to work effectively in a team.
Attention to detail with strong organizational skills.
Bachelor's degree in Finance, Economics, or a related field.
Series 65 Licensure.
Experience with trading Mutual Funds, ETFs, Treasuries, and Options is preferred.
$67k-111k yearly est. 60d+ ago
Private Banker II
First Busey Corporation 4.5
Trader job in Kansas
The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.
Duties & Responsibilities
Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
Leverage centers of influence and develop new relationships through prospecting and building community networks.
Drive deposit growth and wealth management opportunities.
Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy.
Proactively monitor current Private Banking portfolio, including tracking and testing loan/financial covenants and assist in the clearing of exceptions.
Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services.
Monitor renewals and maturities as well as gather updated documents from clients.
Order inspections, review /budget, administer draw and funding process for Private Banking construction loans.
Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.
Collaborate with the Digital Banking team to open new and service existing client accounts.
Education & Experience
Knowledge of:
Private Banking loan and deposit products and services.
Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
Experience in consumer lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.
Strong financial analysis and credit underwriting skills.
Ability to analyze and understand personal financial statements and tax returns.
Strong oral and written communication skills
Strong sales and client service skills
Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
High Level of Retail and Business Banking customers and trends
Ability to:
Make independent decisions
Analyze and interpret numerical data
Perform duties and make decisions under frequent time pressures
Education and Training:
Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
2+ years of banking or management experience required
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $98,000- $130,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$98k-130k yearly Auto-Apply 9d ago
Future Dealeship Opportunities
Lithia & Driveway
Trader job in Garden City, KS
Dealership:L0416 Suburban CDJR of Garden CitySUBURBAN CDJR of GARDEN CITY
Are you looking for a thrilling career with unlimited growth potential and professional fulfillment? Now is the perfect time to join Suburban CDJR of Garden City, where we are committed to delivering exceptional service and building long-term customer relationships!
At Suburban CDJR of Garden City, our people drive our success. We empower our teams to innovate, grow, and deliver world-class experiences-all while working in a dynamic and rewarding environment.
Why Garden City?
Located in Wayne County, Michigan, Garden City offers a fantastic quality of life and an excellent place to build your career!
Convenient Metro Detroit Location - Easy access to major highways, businesses, and cultural attractions.
Affordable Living - Enjoy a strong housing market with reasonable cost-of-living expenses.
Thriving Community - Family-friendly with local parks, schools, and a welcoming atmosphere.
Growing Economy - Garden City and the surrounding areas are home to diverse industries and career opportunities.
Exciting Career Opportunities
We're seeking driven, customer-focused individuals to join our expanding team! Positions will be available in:
ALL SALES POSITIONS
ALL SERVICE POSITIONS
ALL PARTS POSITIONS
ALL SUPPORT POSITIONS
Be part of something big! Grow your career with Suburban CDJR of Garden City and take advantage of an incredible opportunity to work with a top-tier dealership in a thriving community.
APPLY TODAY to secure your future with us!
Benefits:
We offer best in class industry benefits:
Competitive pay
Medical, Dental and Vision Plans
Paid Holidays & PTO
Short and Long-Term Disability
Paid Life Insurance
401(k) Retirement Plan
Employee Stock Purchase Plan
Lithia Learning Center
High School graduate or equivalent, 18 years or older required. We are a drug free workplace. We are committed to equal employment opportunity (regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status). We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
$68k-116k yearly est. Auto-Apply 60d+ ago
I'm Outstanding! Consider Me for Future Roles!
Spherexx
Trader job in Tulsa, OK
Thank you for exploring opportunities at Spherexx! Didn't spot your dream role because it's currently occupied? Or perhaps you're a student looking for an assessment of your resume to identify any skills gaps? Whatever your situation, we want to know about it.
At Spherexx, we're continually growing and scouting for fresh talent. If you'd like a chance to be notified of exciting roles
before
they go public, this is your gateway. Submit your resume here, and our dedicated hiring team will ensure your details are aligned with upcoming positions that match your skills and aspirations.
To help us get a better sense of your fit for potential roles, we might ask you to complete some job-specific questionnaires. This step will not only give you a head start but will also make our hiring process more seamless and efficient.
Stay Connected! Follow us on LinkedIn and Facebook to be in the loop with all things Spherexx:
Facebook: Spherexx Careers
LinkedIn: Spherexx LinkedIn
One Last Tip: During your job hunt, remember to check your spam folder regularly. Recruitment emails often end up there, and we wouldn't want you to miss out on a golden opportunity!
$75k-132k yearly est. 60d+ ago
Relationship Banker II
Simmonsbank 4.5
Trader job in Lockwood, MO
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business
Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.
As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work' events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client's expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.
Essential Duties and Responsibilities
Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements
Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)' consumer loan portfolio(s)
Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
Performs other duties and responsibilities as assigned
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required.
Skills
Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
Coach and lead the branch team according to process and protocol in the absence of an AFCM
Education and/or Experience
HS Diploma/GED
Two years customer-facing and goal-oriented experience
This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or
Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information
Computer Skills
MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge
Other Qualifications (including physical requirements)
Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
Ability to provide support and guidance at other banking institutions within the market
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
$36k-42k yearly est. Auto-Apply 9d ago
Private Client Banker - Covell and Sooner (New Build) - Edmond, OK
Jpmorganchase 4.8
Trader job in Edmond, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience in cultivating relationships with affluent clients.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
$33k-65k yearly est. Auto-Apply 8d ago
Financial Services Representative
Worldacceptance
Trader job in Neosho, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-19 hourly Auto-Apply 60d+ ago
Banker - Olathe
Central Bancompany
Trader job in Olathe, KS
What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being.
* Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals.
* Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner.
* Educate customers on banking tools, services, and digital platforms to enhance their banking experience.
* Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products.
* Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care.
* Process financial transactions, ensuring accuracy and adherence to policies.
* Balance assigned cash drawer and research any discrepancies as needed.
* Make referrals to other lines of business for traditional and non-traditional banking products and services.
* Maintain knowledge of all bank products, services, and promotions to effectively assist customers.
* Make outbound sales calls to prospects and existing customers
* Meet or exceed daily/weekly calls and sales targets
Central Bank Offers This:
* Competitive compensation tailored to your experience and skills.
* Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance
* 401(k) Savings Plan with company contributions:
* Automatic 4% company contribution-no employee contribution required.
* 50% match on the first 6% you contribute.
* 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually!
* Tuition Reimbursement to help you pursue your educational goals and career advancement.
* Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority!
About Central Bank
At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals.
Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals.
Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together.
You've Got This:
* Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services
* Proven ability to meet sales goals and thrive in a result-driven environment
* Prior cash handling and customer service experience preferred
* Strong attention to detail and a high degree of accuracy
* Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers
* Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency
* Strong time management, problem-solving, and organizational skills
* Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates.
* Ability to handle confidential information with discretion
* Willingness to assume additional responsibilities as needed
* Ability to stand for long periods of time and life 20 lbs.
$37k-65k yearly est. 12d ago
Associate Relationship Banker - 32nd Street
Guaranty Bank 4.6
Trader job in Joplin, MO
Job DescriptionDescription:
TITLE: Associate Relationship Banker
DEPARTMENT: Retail Banking
The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs.
ESSENTIAL FUNCTIONS:
Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments.
Answer questions, address service challenges, and provide resolutions.
Maintain a system of orderly follow-up by mail and phone to onboard new clients.
Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.
Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols.
Accept and process loan and other types of payments and issues receipts.
Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances.
Follow security procedures consistently and protect client confidentiality.
Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Foster and preserve a culture of diversity, equity, and inclusion.
Additional duties and responsibilities may be required to support the company's mission, vision, and values.
QUALIFICATIONS:
High school diploma or equivalent required
One-year experience in banking, client service, or related field with cash handling experience.
Capability to perform lending, sales, or account management.
Excellent client service skills.
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.
WORKING CONDITIONS:
Duties performed in a professional office environment.
Availability to work Saturdays.
Requires travel to other bank locations or client sites.
Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Requirements:
$30k-34k yearly est. 13d ago
Financial Services Representative
World Finance 4.2
Trader job in Neosho, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
* Guide customers toward upward credit mobility through good financial choices.
* Provide top-tier customer service, assisting customers with questions, concerns, and products.
* Process and prepare loan applications.
* Take and process payments.
* Prepare loan documents and execute loan closing on current renewal loans.
* Balance assigned cash drawer daily.
* Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
* Maintain strong customer relationships and build community within your branch.
* Other duties include but are not limited to:
* Call approved and unmade applications to close loans daily.
* Help build tax clientele and provide tax services.
* Send complete and accurate credit denial letters within 30 days from the date of application.
* Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
* Must be able to demonstrate self-confidence and organizational skills.
* A history of choosing kindness, showing compassion, and helping others.
* The willingness to seek quality-driven solutions and embrace new ideas.
* Absolute team player - pitching in when needed and accepting help, too.
* To perform this job successfully, an employee must have basic computer skills.
* A valid driver's license & access to a dependable vehicle.
* Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
* We hire from within: we want to see you grow and climb in this company.
* Each year, we promote 80% of Financial Services Reps to management.
* 75% of World's Operations Executives moved up from a similar role.
* We pay you to give back: employees get paid volunteer hours each year.
* Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
* Paid holidays, vacation time, and a 401(k) plan (including company match).
* Be part of a team with clear values, strong community, and a sense of belonging.
* We'll get you home for dinner: your life outside of work is priority #1
* You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
* Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
* Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
* Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
* Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
* Occasional local travel; may include extended hours, evenings, or weekends.
* Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
* Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
* Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-19 hourly Auto-Apply 60d+ ago
Private Client Banker- North West Arkansas Market - AR
JPMC
Trader job in Springdale, AR
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: **************************************************************************
$30k-56k yearly est. Auto-Apply 60d+ ago
Part-Time Associate Relationship Banker - Neosho
QCR Holdings 4.1
Trader job in Neosho, MO
TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs.
* 25 hours per week*
ESSENTIAL FUNCTIONS:
* Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
* Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
* Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments.
* Answer questions, address service challenges, and provide resolutions.
* Maintain a system of orderly follow-up by mail and phone to onboard new clients.
* Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
* Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
* Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.
* Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols.
* Accept and process loan and other types of payments and issues receipts.
* Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances.
* Follow security procedures consistently and protect client confidentiality.
* Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission, vision, and values.
QUALIFICATIONS:
* High school diploma or equivalent required
* One-year experience in banking, client service, or related field with cash handling experience.
* Capability to perform lending, sales, or account management.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
* Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.
WORKING CONDITIONS:
* Duties performed in a professional office environment.
* Availability to work Saturdays.
* Requires travel to other bank locations or client sites.
* Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$32k-37k yearly est. 9d ago
Personal Banker
Commerce Bank 4.4
Trader job in Cassville, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Cassville location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you'll:
* Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
* Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
* Actively listen to our customers so you can make appropriate recommendations that match their needs.
* Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
* Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
* Be able to earn more than your base pay through our quarterly incentive program.
Work Schedule
* Monday - Friday - flexibility between 7:45 AM - 5:15 PM, Saturdays 8:45 AM - 12:15 PM
Essential Functions
* Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
* Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
* Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
* Identify complex financial needs and refer customers to bank specialists when appropriate.
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
* Ability to meet personal and branch sales and customer services expectations
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Team player with excellent written, verbal and interpersonal communication skills
* Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
* Proficient with Microsoft Word, Excel and Outlook
Education & Experience
* High School diploma or equivalent combination of education and experience required
* 1+ years sales or customer service experience required
* Experience working in an environment with individual and team sales goals preferred
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 89 S Main St, Cassville, Missouri 65625
Time Type:
Full time
$20-24.4 hourly Auto-Apply 7d ago
SBA Banker III
Seacoast National Bank 4.9
Trader job in Little Rock, AR
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$40k-64k yearly est. 2d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Trader job in Wichita, KS
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$66k-117k yearly est. Easy Apply 60d+ ago
Personal Banker - Town & Country
First Bank 4.6
Trader job in Ballwin, MO
Banking Specialist II
This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions.
What You Will Be Doing
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required).
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Helping coach Banking Specialist I on products, services, policies and procedures.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationship with retail store associates.
Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
The average trader in Webb City, MO earns between $53,000 and $139,000 annually. This compares to the national average trader range of $56,000 to $144,000.