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  • Virtual Banker

    First Bank 4.6company rating

    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. 5d ago
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  • SBA Banker III

    Seacoast National Bank 4.9company rating

    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. #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.
    $40k-64k yearly est. 5d ago
  • Eastern Rail Trader

    Louis Dreyfus Company 4.9company rating

    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. 2d ago
  • Private Banker II

    Busey Bank 4.5company rating

    Trader job in Kansas City, MO

    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 6d ago
  • Investment Representative (June/September 2026 Class)

    American Century Companies 4.8company rating

    Trader job in Kansas City, MO

    About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary We are seeking a diverse group of professionals to join our team in our Investment Representative training program. The start date for this class is June/September 2026. This role is ideal for a college senior with a graduation date by August 2026. If you enjoy helping people achieve their goals, learning about finance, and developing an understanding of client-centric sales strategies - this role is a magnificent place to start a future in our industry! This position sits within our Personal Financial Solutions Client Care Organization, and each of our representatives individually handle a fluctuating volume of inbound calls from our retail investors every single day. Investment Representatives work within a highly structured/scheduled environment to deliver a top-tier client experience and handle a variety of requests including transactions, account management & troubleshooting across client inquiries. We have crafted an outstanding, 5-week classroom style onboarding and training program to set our representatives on a path to success at our firm. Post training and based on phone volumes, all representatives will be provided a comprehensive study program to successfully prepare them for acquiring their Securities Industry Essentials (SIE), Series 6, and Series 63 to become fully registered. The training materials, training period and the sponsorship of the licenses are paid for by American Century. What We Offer Competitive Pay Flexible workplace plans post-training Tuition reimbursement 401K matching 32 days paid time off/holidays each year Annual Bonuses dependent on employee and company performance Business Casual Dress Code Free On-Site Parking Generous benefits plans and resources Opportunities for future career advancement within the department or into other areas of the company, including: Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more! 65% of our Associates were promoted to new positions within their first two years How You Will Make an Impact Learn how to cultivate and nurture client relationships and build dedication to our brand by providing efficient, effective, and friendly client service Develop a keen understanding and ability to communicate ACI funds, products, policies, procedures, and financial industry knowledge Develop foundational understanding of the IRS regulations and recognition of tax implications in order to provide our clients value Craft new value for clients by offering personalized, relevant investment solutions Embed our Service to Sales culture by communicating new opportunities to our clients that will not only benefit their financial situation, but also the firm by acquiring additional assets and new clients Receive continuing education up-training to enable handling additional call types within different business units from an overflow perspective Schedule Within this position, scheduling is highly structured to ensure the best balance between our representative's availability and client servicing Upon the successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule of up to 3 days in-office and 2 days from home (subject to change based on business needs) During the paid 5-week training program, the trainee class will work Monday-Friday from 8am-5pm CT Post training, new hires will work one of the following schedules: 8:00am - 4:30pm (30-minute lunch) 8:30am - 5:00pm (30-minute lunch) The exact time will be discussed with the new hire from their direct manager Each day has a set schedule of two 15-minute breaks and a 30-minute lunch period throughout the day Schedules may be adjusted as volume and business needs dictates. For example, during high volume periods, PTO and scheduled off the phone activities may be reduced or eliminated What You Bring to the Team (Required) Bachelor's degree or an equivalent combination of education and work experience Crucial communication and task organization skills Sophisticated skill in computer usage and the ability to type 30 WPM minimum Ability to practice resiliency, flexibility, and relationship management Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven Additional Requirements Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid American Century Proprietary Holdings, Inc. All rights reserved.
    $84k-109k yearly est. Auto-Apply 60d+ ago
  • Entry Level Financial Representative

    Banderman Wealth Management

    Trader job in Union, MO

    Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. Follow this link to learn more about our office: *********************************************************************** A Glance at Northwestern MutualNorthwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. About the Role:As a Financial Specialist/Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Experience: Previous experience in financial services, insurance or business development is not required. Our team members come from a diverse array of career backgrounds including: Nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Meet our local leaders: Matt Banderman - Managing Director What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence. Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts twelve Million Dollar Roundtable qualifications, ranking among the world's top advisors. Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development. Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals. Tom Simon - Financial Advisor Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar! Passions: Building his own team, winning charity golf tourneys, and being a dad. Secret Weapon: A knack for leading with vision and commitment to growth. Time with our team: 12+ years. Alan Metzger - Financial Advisor Background: Accountant with 16 years in construction before joining Northwestern Mutual. Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball. Time with our Team: 10 years as a Financial Advisor, with 25 years as a client. Claudia Zimny - Recruiter Background: Business Management graduate from UMSL, with recruiting experience since 2023. Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis. Time with our Team: Joined in 2024. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
    $29k-51k yearly est. 60d+ ago
  • Financial Representative Trainee (Sales) - Springfield, MO

    Careers Mutual of Omaha

    Trader job in Missouri

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com. Fair Chance Notices
    $36k-75k yearly 60d+ ago
  • Private Client Banker - Little Rock Market - AR

    JPMC

    Trader job in Little Rock, 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: **************************************************************************
    $31k-58k yearly est. Auto-Apply 60d+ ago
  • Banker - Shoal Creek

    Central Bancompany

    Trader job in Kansas City, MO

    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.
    $31k-55k yearly est. 60d+ ago
  • Financial Representative Career Changer Opportunity

    The Zara Group-Northwestern Mutual

    Trader job in Chesterfield, MO

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Zara Group of Northwestern Mutual, were driven by a vision of impacting lives today and for generations to come. We are a premier financial services firm dedicated to empowering individuals, families, and businesses to achieve financial security. As CATALYSTS, we inspire our community to plan for tomorrow while living for todayone person, one family, one business at a time. As a valued member of our team, youll be part of a Top 10% District Office in NM for production, recognized as a 2024 Best Place to Work. Our commitment to excellence is reflected in the fact that 100% of our Veteran Advisors (5+ years in the business) qualify for Industry MDRT (Million Dollar Round Table)a testament to the strength of our mentorship, training, and culture of success. Were also proud to be home to one of the Top 10 Internship Programs in the Country, providing emerging professionals with an unparalleled foundation for a thriving career. At Zara Group, our core values Faith, Personal Responsibility, Personal & Professional Growth, Feedback Rich & Generosityshape everything we do. Beyond financial services, were dedicated to giving back, supporting initiatives like Alexs Lemonade Stand in the fight against childhood cancer and contributing as a Davenport Society Member to the Mizzou School of Business. Our thriving office is located: 424 S. Woods Mill Rd. Ste 300 Chesterfield, Missouri 63017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Jim Zara Wealth Management Advisor How long with NM? 34 years. Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School. Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle. Cassandra Clemens Director of Recruitment and Selection: How long with NM? 4 years. Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years. Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab. Jesstine Kemper Financial Advisor: How long with NM? 6 years. Prior Experience? Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager. Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine. Adventurous travelers, they are committed to leaving the country at least once a yearher favorite destination is Vienna, Austria. Brian LaValle Private Wealth Advisor: How long with NM? 22 years. Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products. Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO. Jakob Junker Financial Representative: How long with NM? 6 months. Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender. Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $29k-52k yearly est. 18d ago
  • Financial Service Representative - Float

    Job Listingsarkansas Federal Credit Union

    Trader job in North Little Rock, AR

    Overview Working at Arkansas Federal Credit Union Who we are… Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work. What we offer… Earn up to $24/hr! NO Weekends! Opportunity to make a difference in the lives of our members, team & communities Learning and development opportunities Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees Medical, dental, vision & life insurance Long- & short-term disability 401(k) with employer match plus additional pension plan at $0 cost to employee Tuition reimbursement 4 weeks paid time off plus 11 paid holidays in the first year Advancement opportunities Arkansas Federal Credit Union membership The role… In this role, you are required to float to various branch locations between North Little Rock, Jacksonville, Sherwood, Cabot, and Little Rock Air Force Base. Your home branch will be in North Little Rock. Mileage reimbursement included. As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success. Build positive relationships and earn member trust to retain long-term connections Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal Use a proven model to identify members needs in order to make financial recommendations Member account maintenance Guide and assist members and business partners through loan applications and other member requests To succeed, you are... Friendly, conversational and trustworthy Technologically proficient Passionate and sincerely concerned for others Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience Educated with at least a high school diploma or equivalent EEO Statement Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
    $24 hourly Auto-Apply 13d ago
  • Financial Services Representative - State Farm Agent Team Member

    Lee Tuxhorn-State Farm Agent

    Trader job in Maumelle, AR

    Job DescriptionBenefits: Retirement Plan Matching Bonus based on performance Competitive salary Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Lee Tuxhorn - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
    $27k-39k yearly est. 19d ago
  • Personal Banker

    Southern Missouri Bancorp, Inc. 3.5company rating

    Trader job in Thayer, MO

    PRIMARY PURPOSE OF JOB This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch goals and striving to make lifelong relationships with our customers. This position services existing customers and assists customers with transactions. As part of a team, Personal Bankers will play a vital role in living our commitment to the highest ethical standards and maintain the values trusted by our customers and communities. EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS * Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals. * Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations. ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS * Develops new customer relationships and/or retains and expands existing relationships by proactively identifying customer opportunities utilizing fundamentals of cross-selling to achieve personal and branch goals; * Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary; * Takes ownership of the customer experience, including opening accounts, cross-selling other products and resolving issues as appropriate; * Builds new customer relationships through frequent interactions with customers; proactively contacts customers to ensure customer satisfaction; * Proactively educates customers on utilizing available access channels; * Actively participates in business development opportunities (e.g. phone out-reach, community events or groups, meetings with local businesses) to establish visibility in the community and drive business to the branch; * Assists in resolving difficult customer situations effectively, while delivering friendly customer service and ensuring the highest level of customer satisfaction; * Maintains thorough knowledge of bank policy and procedures required, including but not limited to processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment; * Maintains thorough knowledge of bank regulatory requirements included but not limited to Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security; * Maintains proficiency in all bank products and services throughout all delivery channels including; but not limited to, deposit products and electronic services as well as loan products; * Maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers; * Adheres to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addresses concerns or problems in an open manner; * Maintains attendance with the ability to work a schedule that may include working overtime, nights, weekends and holidays; * May be asked to assist at various branches across Southern Bank's footprint; and, * Completes and performs any other duties as assigned.
    $32k-38k yearly est. 7d ago
  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Trader job in Kansas City, MO

    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.
    $35k-54k yearly est. 5d ago
  • Personal Banker - Town & Country

    First Bank 4.6company rating

    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
    $33k-38k yearly est. 5d ago
  • Private Client Banker - KC East Market - Kansas City, MO

    JPMC

    Trader job in Kansas City, MO

    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: **************************************************************************
    $31k-55k yearly est. Auto-Apply 60d+ ago
  • Entry Level Financial Representative

    Banderman Wealth Management

    Trader job in Saint Peters, MO

    Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. Follow this link to learn more about our office: *********************************************************************** A Glance at Northwestern MutualNorthwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. About the Role:As a Financial Specialist/Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Experience: Previous experience in financial services, insurance or business development is not required. Our team members come from a diverse array of career backgrounds including: Nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Meet our local leaders: Matt Banderman - Managing Director What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence. Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts twelve Million Dollar Roundtable qualifications, ranking among the world's top advisors. Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development. Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals. Tom Simon - Financial Advisor Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar! Passions: Building his own team, winning charity golf tourneys, and being a dad. Secret Weapon: A knack for leading with vision and commitment to growth. Time with our team: 12+ years. Alan Metzger - Financial Advisor Background: Accountant with 16 years in construction before joining Northwestern Mutual. Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball. Time with our Team: 10 years as a Financial Advisor, with 25 years as a client. Claudia Zimny - Recruiter Background: Business Management graduate from UMSL, with recruiting experience since 2023. Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis. Time with our Team: Joined in 2024. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
    $29k-52k yearly est. 60d+ ago
  • Financial Representative Trainee - Springfield, MO

    Careers Mutual of Omaha

    Trader job in Missouri

    As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam. Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Access to reliable transportation in order to attend appointments and meetings. Ability to travel up to 50% of the work period and maintain a valid driver's license. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
    $36k yearly 60d+ ago
  • Flex Banker

    Central Bancompany

    Trader job in Des Peres, MO

    The individual in this position will be responsible for providing timely and high quality support to the retail areas. They will act as a floater for short and long term coverage in the teller, new accounts, or safe deposit in any of our branches. When coverage is not needed they will assist with projects and other administrative duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Perform all basic daily teller functions including deposits, withdrawals, cash checks, TTL processing, cash advances, selling money orders, cashier's checks, travelers checks and savings bonds. * Maintain an average or higher level of performance with regards to the Teller Performance guidelines and Teller Performance Standards. * Meet and /or exceed all Central Bank of St. Louis referral, sales and service goals. * Understand and adhere to all security-related policies and procedures with regards to cash handling, customer services and internal auditing. * Understand and enforce all bank policies, procedures, and governmental regulations to include BSA. * Have a thorough knowledge of the on-line teller system, banking system and new accounts system. * Perform all other job-related duties as they are assigned by the Supervisor or Branch Manager. * Open and close consumer and commercial accounts. * Prepare signature cards, resolutions, and other documents pertinent to the sales process. * Accept account maintenance requests from customers and complete necessary documentation. * Other Duties as assigned. * Travel from various branches to complete job assignments. * Understands and complies with all banking regulations, especially BSA/ AML as it pertains to job duties and responsibilities. ADDITIONAL DUTIES AND RESPONSIBILITIES: Assist others in the department/facility as needed and/or directed. May be assigned vault and/or ATM balancing responsibilities. May be assigned new account responsibilities. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations. POSITION REQUIREMENTS: * High school education or equivalent; or high school senior student working in school Cooperative Education Program. * Valid driver's license with a clean driving background required. * Cash handling and customer service experience preferred. * Basic math skills, PC and typing skills required. * Attention to detail and ability to maintain regular and punctual attendance. * Ability to read, write, and speak English. Effective oral and written communication skills. * Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner. * Must possess good judgment skills and the ability to handle confidential information. * Ability to work quickly and accurately, to analyze information and make decisions. * Willingness to assume additional responsibilities/duties/projects as they arise. * Ability to operate teller and office equipment including computers, calculators/adding machines, telephones, voice mail, electronic typewriters, copy machines, fax machines, automatic currency counter, coin machine, check encoder, and security devices. * Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. * Previous teller and personal banker experience preferred. * Must be extremely sales and service orientated. * Ability to travel from branch to branch when needed. * Must be very flexible and adapt well to different surroundings and people.
    $31k-58k yearly est. 11d ago
  • Personal Banker

    Southern Missouri Bancorp, Inc. 3.5company rating

    Trader job in Alton, MO

    PRIMARY PURPOSE OF JOB This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch goals and striving to make lifelong relationships with our customers. This position services existing customers and assists customers with transactions. As part of a team, Personal Bankers will play a vital role in living our commitment to the highest ethical standards and maintain the values trusted by our customers and communities. EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS * Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals. * Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations. ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS * Develops new customer relationships and/or retains and expands existing relationships by proactively identifying customer opportunities utilizing fundamentals of cross-selling to achieve personal and branch goals; * Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary; * Takes ownership of the customer experience, including opening accounts, cross-selling other products and resolving issues as appropriate; * Builds new customer relationships through frequent interactions with customers; proactively contacts customers to ensure customer satisfaction; * Proactively educates customers on utilizing available access channels; * Actively participates in business development opportunities (e.g. phone out-reach, community events or groups, meetings with local businesses) to establish visibility in the community and drive business to the branch; * Assists in resolving difficult customer situations effectively, while delivering friendly customer service and ensuring the highest level of customer satisfaction; * Maintains thorough knowledge of bank policy and procedures required, including but not limited to processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment; * Maintains thorough knowledge of bank regulatory requirements included but not limited to Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security; * Maintains proficiency in all bank products and services throughout all delivery channels including; but not limited to, deposit products and electronic services as well as loan products; * Maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers; * Adheres to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addresses concerns or problems in an open manner; * Maintains attendance with the ability to work a schedule that may include working overtime, nights, weekends and holidays; * May be asked to assist at various branches across Southern Bank's footprint; and, * Completes and performs any other duties as assigned.
    $33k-38k yearly est. 39d ago

Learn more about trader jobs

How much does a trader earn in West Plains, MO?

The average trader in West Plains, MO earns between $53,000 and $140,000 annually. This compares to the national average trader range of $56,000 to $144,000.

Average trader salary in West Plains, MO

$86,000
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