Universal Banker jobs at United Bank - 4942 jobs

Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements. Job Requirements New Client and Business Development Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects Profile, qualify, and convert prospects into CPB clients. Identify and execute on new business opportunities with existing clients Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients Manage client expectations regarding what can and cannot be executed on their behalf Ensure financial strategies are kept current and appropriately aligned with client objectives Understand and communicate the risk involved with financial and investment strategies Ensure all client inquiries and problems are handled effectively and resolved Help team members to acquire experience and establish credibility with clients Compliance Oversight and Controls Comply with all regulatory policies and control procedures regarding client transactions and suitability Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Skills and Knowledge Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products Strong knowledge of financial industry and current market conditions Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing Ability to understand, utilise and learn computer and web based applications Qualifications and Education 15+ years of experience Licensing: Series 7 & 66 (or 63 & 65) & 31 Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Job Family Group Private Client Coverage Job Family Private Banker Time Type Full time Primary Location Atlanta Georgia United States Primary Location Full Time Salary Range $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date Jul 15, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A leading financial institution is seeking an experienced Private Banker to provide exceptional guidance to clients on wealth management. You will leverage your extensive knowledge in investments and financial planning to foster strong relationships and drive new client acquisition. The ideal candidate will bring over six years of relevant experience, a bachelor's degree, and requisite financial licenses. This position offers a collaborative work environment and aims to elevate client service excellence. #J-18808-Ljbffr

A leading financial institution is seeking a Private Banker in San Diego, California, to manage client relationships and provide tailored investment and financial advice. Candidates should have over six years of experience in Private Banking or Financial Services and hold a Bachelor's Degree along with necessary licenses. The position involves acquiring new clients and advising on wealth management strategies for a diverse client base. The ideal candidate will have strong business acumen and a proactive approach to client service. #J-18808-Ljbffr

A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years of experience in Private Banking and a Bachelor's Degree, along with required licenses. This position offers a competitive total rewards package and opportunities for career advancement. #J-18808-Ljbffr

A leading financial services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business. Candidates must hold a Bachelor's Degree and possess licensure or the ability to obtain it within 90 days. Strong client experience focus and proven sales success are necessary for the position. #J-18808-Ljbffr

A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning. Candidates should possess at least 6 years of relevant experience, a Bachelor's degree, and relevant financial licenses. Strong sales success and community presence are vital for this role, which aims to deliver exceptional client experiences. #J-18808-Ljbffr

At Affinity Plus every employee understands how their work affects our members experience and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work. Between our one of a kind culture, incredible benefits, and work/life balance; we believe you will feel the Affinity Plus difference. Position Overview: A Member Consultant interacts with members through a variety of communication channels including: Face to face, Drive Thru, Phones, Mobile Apps, Chat, Text, SMS, and/or Video Banking. In listening to our member's needs and goals, a Member Consultant recommends different types of consumer lending and account products. Additionally, this role will also assist members with self-serve education, transactions, budgets, account maintenance, and other account related issues. Duties and Responsibilities: Open membership savings, checking, certificates of deposit, Individual Retirement Accounts (IRA), and other credit union accounts or products Provide information and recommendations to members concerning services and products, directing them to appropriate person when needed Assist members with consumer lending questions and applications Listen to member needs, identify, and recommend products and services aligning with member's needs Determine different types of consumer loan and credit options that are available to the member Analyze member's financial situation and credit report to determine if it is in the member's best interest to approve the loan Review loan agreements and gather required documentation and ensure completeness and accuracy in accordance to policy Approve loans within specified limits, and refer loan applications outside those limits to management for approval Partner with members to understand their financial goals and assist in creating a personal budget to help them achieve those goals Proactively reach out to members on products or services that would be a beneficial to help achieve their financial goals Assist members with accurately and efficiently processing transactions Provide education to members on our self-serve options Execute wire or ACH transferring of funds Instant issue debit, credit, and gift cards Troubleshoot credit or debit card issues, online banking questions, or other general account related questions and issues Balance and maintain personal cash drawer and branch vault, and appropriate currency logs if applicable Other duties as assigned Qualifications and Skills: 1+ years of customer service or professional experience working with people 1+ years of consumer lending experience preferred Ability to navigate and resolve complex issues and situations Ability to achieve call goals set by leadership Basic knowledge of credit and regulatory policy as it relates to consumer lending Ability to consistently identify and cross-sell product and service opportunities that will be beneficial to the member Strong analytical and decision-making skills required with a high degree of accuracy Aptitude to work independently as well as part of a team and ability to collaborate with others Strong verbal and written communication skills Time Management skills and the ability to prioritize workload based on department and member needs Flexibility to adapt and succeed in a dynamic environment Ability and drive to provide exceptional service to members and employees Intermediate computer skills and the ability to navigate between multiple systems with ease Workplace Environment: Requires face-to-face interaction and coordination of work with other employees, and in-person interaction Sitting 70-80% and standing 20-30% which is determined on your rotation within the branch Working at a computer 98% of the day Utilizing the phone 40-60% Bending, twisting, kneeling, stooping, or crouching when appropriate, on occasion Repetitive movements, including but not limited to typing, using a mouse, phones, etc. Lift, carry, push or pull up to approximately 50 pounds (cash/coin bags, supplies, etc.) Requires face-to-face interaction and/or coordination of work with other employees and departments, and in-person interaction Required Work Schedule: Shifts between 7am - 7pm Monday - Friday and Saturday 7-3. Consistent and reliable attendance is a required essential function of this role to meet the needs of the department/team and organization. This position will be located at our Roseville, MN branch. Compensation: This position has a starting pay range of $18.89 - $22.64 per hour. In alignment with our commitment to pay transparency, we are providing a good-faith estimate of the pay range for this position. This range reflects what we anticipate offering a successful candidate based on factors such as the role's responsibilities, required qualifications, and relevant experience. The actual pay may vary depending on the selected candidate's skills, experience, and other qualifications. Total Rewards: Affinity Plus offers a comprehensive Total Rewards package that goes beyond base pay. In partnership with the State of MN Employer Group, Affinity Plus provides low-cost medical, dental and vision insurance coverage options. Additionally, Affinity Plus frontloads all sick time hours and a portion of vacation hours for all new employees, offers a variety of paid leave options, a monthly wellness benefit, and immediate 401K matching up to 5%. Our Total Rewards philosophy is designed to support your well-being and growth while fostering a fair and inclusive workplace. Disclaimer Applicants may be subject to a background and credit check. Employees in this position must be able to satisfactorily perform the essential functions of the position. If requested, Affinity Plus Federal Credit Union will make every effort to provide reasonable accommodations to enable employees with disabilities to perform the position's essential job duties. As markets change and the Organization grows, job descriptions may change over time as requirements and employee skill levels evolve. With this understanding, Affinity Plus Federal Credit Union retains the right to change or assign other duties to this position. Application Deadline Affinity Plus Federal Credit Union accepts applications on a rolling basis. 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.

Responsible for opening, maintaining and closing various types of Bank accounts in an efficient and professional manner, as well as generating referrals (for new business opportunities), processing teller transactions and assisting other tellers on sales and referral techniques and opportunities, and providing excellent customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES: Run a teller cash drawer to cover the daily needs of the branch staffing model Exercise authority to sign official checks, not to exceed $50,000 and complete teller overrides Accept and process the following transactions: savings, checking, and holiday savings accounts, loan payments, safe deposit box rental payments, tax deposits, and any withdrawals Accept checks for cashing according to FNB check handling procedures Sell money orders, official checks, and collect fees which may apply Ensure each teller balances daily, provide assistance to locate differences, ensure all differences are properly initialed and, if required, reported to the manager immediately Willingness to create a work environment conducive to superior customer service and teamwork Ensure the appearance of the teller area and personnel are organized and professional in accordance with bank policy, including dress code and cell phone usage policy Ensure vault cash is handled under dual control to include vault transactions, cash order and shipments, audits and the proper strapping and dating of currency denominations from tellers to Federal Reserve Ensure all negotiable instruments, safe deposit box records, and confidential records in the work area are properly secured each day. Assist customers with safe deposit box rentals in accordance with the FNB safe deposit box manual Responsible for ensuring dual control policies are known and followed by all staff members wherever dual control procedures are in place Authority to open and close the branch following proper security procedures Strong knowledge of daily branch, vault, and ATM operations Achieve personal/ individual daily sales referral goals in addition to assisting/coaching tellers to meet their individual daily sales referral goals Coordinate with branch manager regarding sales and service operations as needed Use effective communication skills in order to educate staff on changes in policy or new policies, procedures, and product knowledge Exercise sound judgment in resolving client and/or employee issues Maintain a strong knowledge of bank products and services and recognize opportunities to cross-sell bank products and services Make outbound sales calls to current and prospective clients Open new accounts, complete account maintenance, cross-sell products and discuss services available Prepare new account documents accurately and in a timely manner Serve as a Notary if properly credentialed Effectively complete all operational duties required on a weekly, monthly, and quarterly basis in accordance to bank policy Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position Complete all other duties as assigned EDUCATION AND/OR EXPERIENCE: High School diploma or General Education degree (GED) Minimum of one (1) year retail banking experience to include cash handling Previous supervisory and sales experience are highly preferred OTHER SKILLS AND ABILITIES: An above average teller with the ability to accept/give instructions, reasoning and problem-solving skills, and the desire to oversee and assist others Ability to prepare a cash order/manifest E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Sales Experience (required) Cash Handling (required) Customer Service (required) 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.

The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience Develop and maintain knowledge of bank products, services, including other lines of business Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals Promote the branch's overall growth through the development and retention of new and existing customers Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending needs Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals Perform teller functions and cash transactions Balance cash each day Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits Perform complex branch operational duties as assigned Ensure that all required training is successfully completed Other duties as assigned Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience Possess or be able to obtain an NMLS registration High school diploma or equivalent required, associate's degree preferred Minimum of 1 year experience in banking or financial services preferred Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred Previous cash handling experience preferred Teller experience strongly preferred Customer service experience required Lending experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $47,389--$71,037. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience Develop and maintain knowledge of bank products, services, including other lines of business Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals Promote the branch's overall growth through the development and retention of new and existing customers Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending needs Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals Perform teller functions and cash transactions Balance cash each day Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits Perform complex branch operational duties as assigned Ensure that all required training is successfully completed Other duties as assigned Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience Possess or be able to obtain an NMLS registration High school diploma or equivalent required, associate's degree preferred Minimum of 1 year experience in banking or financial services preferred Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred Previous cash handling experience preferred Teller experience strongly preferred Customer service experience required Lending experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: Minnwest Bank is seeking a Full Time Assistant Universal Banker for our Waseca location. The Assistant Universal Banker is responsible for providing all Minnwest Bank customers with a professional and courteous customer experience, from sales to service. This position will inform customers of products and services to transition customers and prospects to bankers and business partners for retail and business products and services, as well as service existing account relationships. relationships. This position requires travel to various branches to provide adequate staffing coverage due to staffing needs as well as to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training. If the local branch location has a bank vehicle, the bank vehicle should be booked for this travel. If not, the Universal Banker will be paid mileage while using their own vehicle. Duties and Responsibilities: Provide prompt and courteous customer service by identifying and recommending bank products and services to fulfill their needs. Process routine transactions such as but not limited to: receiving checks and cash for deposits verifying cash and endorsements issuing receipts issuing cashier's checks cashing checks paying out funds Proactively transition customers and prospects opportunities to achieve individual, team and organizational sales and service goals. Assist customers with account changes or inquires as well as any issues or questions they may have. Maintain knowledge of all bank products and services. Comply with Minnwest Bank policies and procedures as well as state and federal banking laws and regulations. Schedule: Monday - Friday: 8am - 5:30pm, Rotating Saturdays: 8am - Noon Minimum Requirements: High School diploma or equivalent 6 months of cash handling and customer service Basic reading, writing, and mathematical skills Ability to communicate with customers and coworkers in a clear, effective professional manner. Willing to continuously learn and grow within the organization. Preferred Qualifications: 2-year associate degree 1 to 2 years of experience in a financial environment with the ability to open consumer accounts, closings, and maintenance. Ability to multi-task, be organized, effective time management. Is able to work alone or within a team setting. Strong mathematical and problem-solving skills. Pay Range: $16.00 - $18.00/hour Paid Bonus Program for Universal Bankers when the different levels of training have been completed and proficient in tasks Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. Workplace Environment: Requires face-to-face interaction and coordination of work with customers, other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission or your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience Develop and maintain knowledge of bank products, services, including other lines of business Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals Promote the branch's overall growth through the development and retention of new and existing customers Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending needs Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals Perform teller functions and cash transactions Balance cash each day Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits Perform complex branch operational duties as assigned Ensure that all required training is successfully completed Other duties as assigned Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience Possess or be able to obtain an NMLS registration High school diploma or equivalent required, associate's degree preferred Minimum of 1 year experience in banking or financial services preferred Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred Previous cash handling experience preferred Teller experience strongly preferred Customer service experience required Lending experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit-sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are currently offering an annual salary range between $45,000.00 and $48,000.00. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience Develop and maintain knowledge of bank products, services, including other lines of business Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals Promote the branch's overall growth through the development and retention of new and existing customers Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending needs Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals Perform teller functions and cash transactions Balance cash each day Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits Perform complex branch operational duties as assigned Ensure that all required training is successfully completed Other duties as assigned Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience Possess or be able to obtain an NMLS registration High school diploma or equivalent required, associate's degree preferred Minimum of 1 year experience in banking or financial services preferred Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred Previous cash handling experience preferred Teller experience strongly preferred Customer service experience required Lending experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

At Affinity Plus every employee understands how their work affects our members experience and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work. Between our one of a kind culture, incredible benefits, and work/life balance; we believe you will feel the Affinity Plus difference. Position Overview: A Member Consultant interacts with members through a variety of communication channels including: Face to face, Drive Thru, Phones, Mobile Apps, Chat, Text, SMS, and/or Video Banking. In listening to our member's needs and goals, a Member Consultant recommends different types of consumer lending and account products. Additionally, this role will also assist members with self-serve education, transactions, budgets, account maintenance, and other account related issues. Duties and Responsibilities: Open membership savings, checking, certificates of deposit, Individual Retirement Accounts (IRA), and other credit union accounts or products Provide information and recommendations to members concerning services and products, directing them to appropriate person when needed Assist members with consumer lending questions and applications Listen to member needs, identify, and recommend products and services aligning with member's needs Determine different types of consumer loan and credit options that are available to the member Analyze member's financial situation and credit report to determine if it is in the member's best interest to approve the loan Review loan agreements and gather required documentation and ensure completeness and accuracy in accordance to policy Approve loans within specified limits, and refer loan applications outside those limits to management for approval Partner with members to understand their financial goals and assist in creating a personal budget to help them achieve those goals Proactively reach out to members on products or services that would be a beneficial to help achieve their financial goals Assist members with accurately and efficiently processing transactions Provide education to members on our self-serve options Execute wire or ACH transferring of funds Instant issue debit, credit, and gift cards Troubleshoot credit or debit card issues, online banking questions, or other general account related questions and issues Balance and maintain personal cash drawer and branch vault, and appropriate currency logs if applicable Other duties as assigned Qualifications and Skills: 1+ years of customer service or professional experience working with people 1+ years of consumer lending experience preferred Ability to navigate and resolve complex issues and situations Ability to achieve call goals set by leadership Basic knowledge of credit and regulatory policy as it relates to consumer lending Ability to consistently identify and cross-sell product and service opportunities that will be beneficial to the member Strong analytical and decision-making skills required with a high degree of accuracy Aptitude to work independently as well as part of a team and ability to collaborate with others Strong verbal and written communication skills Time Management skills and the ability to prioritize workload based on department and member needs Flexibility to adapt and succeed in a dynamic environment Ability and drive to provide exceptional service to members and employees Intermediate computer skills and the ability to navigate between multiple systems with ease Workplace Environment: Requires face-to-face interaction and coordination of work with other employees, and in-person interaction Sitting 70-80% and standing 20-30% which is determined on your rotation within the branch Working at a computer 98% of the day Utilizing the phone 40-60% Bending, twisting, kneeling, stooping, or crouching when appropriate, on occasion Repetitive movements, including but not limited to typing, using a mouse, phones, etc. Lift, carry, push or pull up to approximately 50 pounds (cash/coin bags, supplies, etc.) Requires face-to-face interaction and/or coordination of work with other employees and departments, and in-person interaction Required Work Schedule: Shifts between 7am - 7pm Monday - Friday and Saturday 7-3. Consistent and reliable attendance is a required essential function of this role to meet the needs of the department/team and organization. This position will be located at our Lake Elmo, MN branch. Compensation: This position has a starting pay range of $18.89 - $22.64 per hour. In alignment with our commitment to pay transparency, we are providing a good-faith estimate of the pay range for this position. This range reflects what we anticipate offering a successful candidate based on factors such as the role's responsibilities, required qualifications, and relevant experience. The actual pay may vary depending on the selected candidate's skills, experience, and other qualifications. Total Rewards: Affinity Plus offers a comprehensive Total Rewards package that goes beyond base pay. In partnership with the State of MN Employer Group, Affinity Plus provides low-cost medical, dental and vision insurance coverage options. Additionally, Affinity Plus frontloads all sick time hours and a portion of vacation hours for all new employees, offers a variety of paid leave options, a monthly wellness benefit, and immediate 401K matching up to 5%. Our Total Rewards philosophy is designed to support your well-being and growth while fostering a fair and inclusive workplace. Disclaimer Applicants may be subject to a background and credit check. Employees in this position must be able to satisfactorily perform the essential functions of the position. If requested, Affinity Plus Federal Credit Union will make every effort to provide reasonable accommodations to enable employees with disabilities to perform the position's essential job duties. As markets change and the Organization grows, job descriptions may change over time as requirements and employee skill levels evolve. With this understanding, Affinity Plus Federal Credit Union retains the right to change or assign other duties to this position. Application Deadline Affinity Plus Federal Credit Union accepts applications on a rolling basis. 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.

About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: The Intermediate Universal Banker is responsible for providing all Minnwest Bank customers with a professional and courteous customer experience, from sales to service. Responsible for providing solutions to satisfy customers' financial needs by opening new deposit accounts handle customer deposit transactions. This position will also cross-sell bank retail and business products and services, as well as service existing account relationships. This position consists of extensive customer contact and requires strong communication skills, professionalism, customer focus and computer system proficiency. This position requires travel to various branches to provide adequate staffing coverage due to staffing needs as well as to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training. If the local branch location has a bank vehicle, the bank vehicle should be booked for this travel. If not, the Universal Banker will be paid mileage while using their own vehicle. Duties and Responsibilities (including but not limited to): Provide prompt, courteous and quality customer service to support customers' banking needs by completing a variety of teller transactions. Execute financial transactions as requested, recognizing red flags regarding fraud and scams. Complete teller functions including but not limited to receiving checks and cash for deposits, verifying cash and endorsements, issuing receipts, cashier's checks, cashing checks and paying out funds on upon verification of signature and balance, balancing of cash drawer and maintaining established cash level. Assist customers with account changes or inquiries as well as any issues or questions. Maintain knowledge of, identify and recommend bank products and services to fulfill customer needs. Comply with Minnwest Bank policies and procedures as well as state and federal banking laws and regulations. Travel to various branches to provide staffing coverage due to unexpected illnesses, etc. and occasional travel to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training. Minimum Requirements: High school diploma 1 year of cash handling and customer service experience and successful completion business and fiduciary account training Basic reading, writing and mathematical skills Ability to communicate with customers and coworkers in a clear, effective and professional manner Willing to continuously learn and grow within the organization Preferred Qualifications: 1 to 2 years of experience in a financial or banking environment Business account openings, closings, and maintenance 2-year associate degree Schedule: Monday - Friday: 8 am - 5 pm Universal Banker/Virtual Banker Pay differential for Saturdays and travel to other locations Language stipend available for bilingual employees Workplace Environment: Requires face-to-face interaction and coordination of work with customers, other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs Pay Range: $22.40 - $25.20 /hr. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate's job-related knowledge, skills, and experience, among other factors. Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission or your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: Minnwest Bank is seeking a Full Time Universal Banker for our Ortonville, MN location. The Universal Banker is responsible for providing all Minnwest Bank customers with a professional and courteous customer experience, from sales to service. This position will inform customers of products and services to transition customers and prospects to bankers and business partners for retail and business products and services, as well as service existing account relationships. relationships. This position requires travel to various branches to provide adequate staffing coverage due to staffing needs as well as to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training. If the local branch location has a bank vehicle, the bank vehicle should be booked for this travel. If not, the Universal Banker will be paid mileage while using their own vehicle. Duties and Responsibilities: Provide prompt and courteous customer service by identifying and recommending bank products and services to fulfill their needs. Process routine transactions such as but not limited to: receiving checks and cash for deposits verifying cash and endorsements issuing receipts issuing cashier's checks cashing checks paying out funds Proactively transition customers and prospects opportunities to achieve individual, team and organizational sales and service goals. Assist customers with account changes or inquires as well as any issues or questions they may have. Maintain knowledge of all bank products and services. Comply with Minnwest Bank policies and procedures as well as state and federal banking laws and regulations. Schedule: Monday - Friday: 8am - 5:30pm Minimum Requirements: High School diploma or equivalent 1 year cash handling and customer service experience Basic reading, writing, and mathematical skills Dependable, organized team player with a positive attitude Ability to communicate with customers and coworkers in a clear, effective professional manner. Willing to continuously learn and grow within the organization. Preferred Qualifications: 2-year associate degree 1 to 2 years of consumer account openings, closings, and maintenance Ability to multi-task, be organized, effective time management. Is able to work alone or within a team setting. Strong mathematical and problem-solving skills. Pay Range: $18.40 - $20.70/hour Paid Bonus Program for Universal Bankers when the different levels of training have been completed and proficient in tasks Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. Workplace Environment: Requires face-to-face interaction and coordination of work with customers, other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission or your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: Minnwest Bank is seeking a Full Time Universal Banker for our Lewiston location. The Universal Banker is responsible for providing all Minnwest Bank customers with a professional and courteous customer experience, from sales to service. This position will inform customers of products and services to transition customers and prospects to bankers and business partners for retail and business products and services, as well as service existing account relationships. relationships. This position requires travel to various branches to provide adequate staffing coverage due to staffing needs as well as to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training. If the local branch location has a bank vehicle, the bank vehicle should be booked for this travel. If not, the Universal Banker will be paid mileage while using their own vehicle. Duties and Responsibilities: Provide prompt and courteous customer service by identifying and recommending bank products and services to fulfill their needs. Process routine transactions such as but not limited to: receiving checks and cash for deposits verifying cash and endorsements issuing receipts issuing cashier's checks cashing checks paying out funds Proactively transition customers and prospects opportunities to achieve individual, team and organizational sales and service goals. Assist customers with account changes or inquires as well as any issues or questions they may have. Maintain knowledge of all bank products and services. Comply with Minnwest Bank policies and procedures as well as state and federal banking laws and regulations. Schedule: Monday - Friday: 8am - 5:30pm, Rotating Saturdays: 8am - Noon Minimum Requirements: High School diploma or equivalent 1 year cash handling and customer service experience Basic reading, writing, and mathematical skills Dependable, organized team player with a positive attitude Ability to communicate with customers and coworkers in a clear, effective professional manner. Willing to continuously learn and grow within the organization. Preferred Qualifications: 2-year associate degree 1 to 2 years of consumer account openings, closings, and maintenance Ability to multi-task, be organized, effective time management. Is able to work alone or within a team setting. Strong mathematical and problem-solving skills. Pay Range: $18.40 - $20.70/hour Paid Bonus Program for Universal Bankers when the different levels of training have been completed and proficient in tasks Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. Workplace Environment: Requires face-to-face interaction and coordination of work with customers, other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission or your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

A leading financial institution is seeking a Private Client Banker to serve affluent clients in San Francisco. The role involves managing client banking relationships, actively acquiring new clients, and ensuring regulatory compliance. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and excellent communication abilities. This position requires adherence to various regulatory requirements, including Dodd Frank. Join us to help make a difference in our clients' financial journeys. #J-18808-Ljbffr

About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: The Assistant Universal Banker is responsible for providing all Minnwest Bank customers with a professional and courteous customer experience, from sales to service. This position consists of extensive customer contact and requires strong communication skills, professionalism, customer focus and computer system proficiency. This position requires travel to various branches to provide adequate staffing coverage due to staffing needs as well as to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training. If the local branch location has a bank vehicle, the bank vehicle should be booked for this travel. If not, the Universal Banker will be paid mileage while using their own vehicle. Duties and Responsibilities (including but not limited to): Provide prompt, courteous and quality customer service to support customers' banking needs by completing a variety of teller transactions. Execute financial transactions as requested, recognizing red flags regarding fraud and scams. Complete teller functions including but not limited to receiving checks and cash for deposits, verifying cash and endorsements, issuing receipts, cashier's checks, cashing checks and paying out funds on upon verificatin of signature and balance, balancing of cash drawer and maintaining established cash level. Assist customers with account changes or inquiries as well as any issues or questions. Maintain knowledge of, identify and recommend bank products and services to fulfill customer needs. Comply with Minnwest Bank policies and procedures as well as state and federal banking laws and regulations. Travel to various branches to provide staffing coverage due to unexpected illnesses, etc. and occasional travel to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training. Minimum Requirements: High school diploma 6 months of cash handling and customer service Basic reading, writing and mathematical skills Ability to communicate with customers and coworkers in a clear, effective and professional manner Willing to continuously learn and grow within the organization Preferred Qualifications: 1 to 2 years of experience in a financial or banking environment 2-year associate degree Schedule: Monday - Friday: 8 am. - 5:30 pm, Rotating Saturdays: 8 am - 12 pm Universal Banker/Virtual Banker Pay differential for Saturdays and travel to other locations Language stipend available for bilingual employees Workplace Environment: Requires face-to-face interaction and coordination of work with customers, other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs Pay Range: $16.00 - $18.00 /hr. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate's job-related knowledge, skills, and experience, among other factors. Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission or your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.