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VIP Mortgage The McMahon Team Part Time jobs

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  • Part-Time PM Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone. What You Will Do: * Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 34d ago
  • Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately

    Globe Life 4.6company rating

    Houston, TX jobs

    START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy: Flexible schedules Full training provided High income potential All without leaving your home. No experience? No problem. We'll give you everything you need to succeed. ✅ WHAT WE OFFER: High earning potential - No cap on income Full training provided - No experience required Flexible schedules (Full-time or Part-time) 100% remote work from home Rapid career growth opportunities Hiring immediately - Start this week YOUR ROLE: Making outgoing calls, emails, texts and chats from clients Provide clear answers and process requests. Maintain professionalism and positivity. REQUIREMENTS: Computer/laptop with internet access. Positive, coachable, and reliable. Ability to work independently and with a team. No prior experience required - we train you! Must be willing to get Licensed in Life and Health Insurance Must be a US Resident AVERAGE EARNINGS: $800-$1,200 weekly (Weekly Commission based Salary + performance bonuses). APPLY NOW - INTERVIEWS ARE FILLING FAST! Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
    $800-1.2k weekly Auto-Apply 60d+ ago
  • Manager, Regulatory Compliance (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Manager, Regulatory Compliance? Globe Life is looking for a Manager, Regulatory Compliance to join the team! In this role, you will be responsible for managing the compliance team. The Manager ensures that project and department milestones and goals are met while adhering to approved budgets. They are also responsible for leadership and team development, ensuring staff are educated on all current DOJ standards and trained to adapt to the evolving regulatory environment. This is a remote / work-from-home position. What You Will Do: * Train the team on the value and implementation of the compliance framework and practices for risk assessment and policy development. * Monitor both progress and performance of senior and junior compliance analysts to formulate any needed recommendations for improvements. * Track team velocity progression and provide leadership insights. * Prepare and present compliance program analysis for inclusion in Senior Level reporting. * Organize, lead, and direct cross-functional meetings that advise and facilitate the navigation of extenuating circumstances and business complexities. * Develop and execute enterprise-wide compliance strategies with support from the Senior Director of Regulatory Compliance. * Manage (internal) regulatory relationships and interactions. * Provide guidance on complex compliance matters to the team and stakeholders. * Mentor and coach junior compliance team members. * Implement changes to compliance processes due to new or amended regulations. * Utilize established internal controls and auditing systems to identify, detect, and correct noncompliance. * Prepare and update communication materials. * Assist with training initiatives that educate stakeholders about compliance requirements. * Assess current projects for complexity and highest priority, managing multiple when necessary. What You Can Bring: * Bachelor's degree in business, finance, or related field. * 7+ years of experience in the compliance field, preferably within the life insurance industry. * 3+ years of experience as a people leader or in an SME/mentoring role. * Advanced Compliance Certifications preferred (CCEP, ISO 37301, FLMI, AIRC, ACAMS, etc.). * Extensive knowledge of regulatory frameworks, industry trends, and best practices. * Proven leadership and project management skills. * Strong people leading and development skills. * Strong interpersonal and stakeholder influencing skills. * Excellent communication and collaboration skills. * Ability to present information with confidence and clarity for Senior Management and Board-level reporting. * Utilize strong observation, analytical, and problem-solving skills. * Commercially savvy with the ability to exercise discretion with respect to highly confidential/sensitive information. * Ability to exhibit integrity, ethical standards, and sound judgment. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $109k-131k yearly est. 56d ago
  • Sr. Life Insurance Underwriter (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we continually seek talented Senior Life Insurance Underwriters who can play a pivotal role in the company's expansion. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities! In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments. This is a remote / work-from-home position. What You Will Do: * Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition. * Implement underwriting policies and procedures for new business processing and other department processes. * Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines. * Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls. * Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results. * Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements. * Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens. * Manage aging cases and referrals from other underwriters and screeners. * Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management. What You Can Bring: * Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree. * Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses. * Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology. * Minimum of 3 years' experience in an Underwriter role or above. * Daily application of critical thinking and complex problem-solving skills. * Strong verbal and written communication skills. * Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $32k-53k yearly est. 39d ago
  • Mortgage License Trainee

    New American Funding 4.2company rating

    Scottsdale, AZ jobs

    Overview Mortgage License Trainee (30-Day Licensing Program) Starting Pay - $20/hr About the Role New American Funding (NAF) is seeking motivated, career-driven individuals to join our team as Mortgage License Trainees. This is a part-time, 30-day role designed to help you successfully complete the required 20-hour NMLS pre-licensing course and pass the NMLS exam-at no cost to you. This program is the first step toward launching a long-term career with New American Funding as a licensed mortgage professional. What We Provide New American Funding fully supports your path toward licensure, offering: 100% paid licensing costs, including: 20-hour NMLS course NMLS test fee State-specific licensing fees (as applicable) On-site guidance and support throughout the full training period A structured pathway directly into a full-time licensed role After the Program Upon successfully passing the NMLS exam, candidates will be converted into full-time employees with New American Funding. Newly licensed employees will move into a full-time mortgage role with opportunities for comprehensive training, competitive pay, and long-term career growth. Responsibilities What You'll Do During the 30-day licensing period, your responsibilities are simple and focused: Attend all on-site training sessions at a NAF location Complete the 20-hour NMLS pre-licensing course provided by NAF Study material and prepare for the nationwide NMLS SAFE Test Take and pass the NMLS exam Maintain consistent attendance and engagement throughout the program Qualifications Strong desire to build a career in mortgage lending or financial services Ability to commit to part-time, on-site attendance during the 30-day training period Excellent communication skills and willingness to learn Strong time management and study discipline High school diploma or equivalent Ability to pass the NMLS-required background check, and credit check Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.[EOE/M/F/D/V. Drug-free workplace.] #LI-DN1
    $20 hourly Auto-Apply 12d ago
  • Part-Time Teller I

    Herring Bank 2.6company rating

    Altus, OK jobs

    At Herring Bank, we build "Relationships for a Lifetime." As a Teller I, you'll be the face of the bank-helping customers with everyday transactions while delivering excellent service. This is a part-time, entry-level role of less than 30 hours per week and is a great starting point for those interested in growing within retail banking. What You'll Do * Process deposits, withdrawals, payments, and check cashing accurately. * Balance your cash drawer daily. * Spot potential fraud or unusual activity. * Assist customers with online banking (password resets, navigation, troubleshooting). * Greet and serve customers promptly and professionally. * Support branch opening/closing and security procedures. * Promote bank products and refer customers to the right team members. * Follow all compliance, policies, and procedures. What We're Looking For * High school diploma or GED. * 6+ months teller experience or 1+ year in customer service/cash handling. * Strong math, computer, and communication skills. * Reliable, punctual, and able to work scheduled shifts. * Commitment to confidentiality, accuracy, and excellent service.
    $27k-30k yearly est. 27d ago
  • Bilingual Insurance Verification Specialist (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Bilingual Insurance Verification Specialist? Globe Life is looking for a Bilingual Insurance Verification Specialist to join the team! In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy. This is a remote / work-from-home position. What You Will Do: * Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment. * Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed. * Clearly explain the application process to potential customers. * Accurately complete additional paperwork as needed. * Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database. * Transfer calls to the appropriate department as needed. * Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's). What You Can Bring: * Minimum typing requirement of 35 wpm. * Excellent oral and written communication in both English and Spanish Required. * Superior customer service skills required - friendly, efficient, good listener. * Proficient use of the computer, keyboard functions, and Microsoft Office. * Ability to multitask and work under pressure. * Knowledge of medical terminology and spelling is a plus. * Excellent organization and time management skills. * Must be detail-oriented. * Have a desire to learn and grow within the Company. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation is designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. INDGLA1001 Location: McKinney, Texas
    $28k-31k yearly est. 28d ago
  • Senior Lease Analyst

    Realty Income Corporation 4.6company rating

    Phoenix, AZ jobs

    Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take. Realty Income's employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement. Realty Income is committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day. Are you ready to take your commercial lease knowledge to one of the top REITs in the world? If so, then apply to join Realty Income today! We are looking for a highly skilled Senior Lease Analyst to join our growing company. This integral role in our organization is responsible for abstracting, interpreting, and communicating complex commercial lease language from both standard and non-standard lease agreements for properties under acquisition consideration. The Senior Lease Analyst enters abstract lease data into our proprietary custom Salesforce application for import into Yardi in addition to other duties to support the Associate Director, Lease Analysis, with quality control and approval of lease abstractions. Specifically, the Senior Lease Analyst is responsible for: Lease Abstraction * Abstract accurate information from complex leases and related legal documents. * Accurately input determinations into a customized database for import into Yardi for audit approval and ultimate consumption by other departments. * Coordinate and communicate critical information with the U.S. Legal Acquisitions department to ensure timely completion of abstraction to meet closing deadlines. * Partner cross functionally with other departments to ensure relevant data is available for reporting and action upon transaction close. * Manage all changes to the abstraction template used for data transfer into Yardi. * (Provide guidance to other department personnel regarding abstracted information, as necessary. Technical Trainer & Process Improvement * Coordinate ongoing development, enhancements, and testing of customized Salesforce Lease Analysis forms and templates. * Provide customized Salesforce application training and technical guidance to peers, paralegals, and vendors. Backup Support to Associate Director, Lease Analysis * Assist the Associate Director, Lease Analysis with ensuring final data integrity and accuracy of Lease Abstracts by performing detailed review/quality control of work completed by peer(s) and/or lease abstraction vendor. * Assist with the development and testing of Lease Analysis forms in the Salesforce database. * Provide review, guidance, and approval of Post-ETL/Lease Analysis related updates. Performs other duties as assigned. What you need to be successful: * It is expected to execute the duties of this position a qualified candidate will have a bachelor's degree or four years (4) years of related experience. * Minimum of three (3+) years of commercial lease abstraction/analysis experience OR 5+ years of related experience in commercial real estate administration or paralegal field; having worked in either the Landlord or Tenant sector is a plus. * Knowledge of Salesforce is preferred. * Previous experience analyzing and abstracting commercial real estate leases. * Exceptional organizational, interpersonal, and critical thinking skills. * Exceptional attention-to-details with the ability to efficiently and effectively monitor own work and work of others for completeness and accuracy; ability to organize information and materials for others. * Strong oral and written communication skills and presentation abilities. * Ability to prioritize work to meet specific deadlines. * Works well independently and as part of the team. * Excellent PC skills, including Outlook, Excel, and Word. What You'll get in Return: * Competitive Salary including potential for bonus and stock awards. * Best-in-class Benefit Package * Collaborative, team-oriented environment * Opportunities for Continuing Professional Development Additional information can be obtained from the corporate website at ********************* This hybrid position is based in our San Diego (Del Mar area) headquarters. Tuesday through Thursday are in-office for collaboration, with the opportunity to work remotely on Monday and Friday. For candidates outside San Diego and surrounding counties remote working options may be available The hourly pay range for this role is $30.90 - $36.54 - $44.68 #LI-HC1 Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate's experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data. Most US based full-time and part-time roles come with flexible schedules. We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with 12 PTO hours every month; in addition to 12 paid holidays, and paid volunteer time. Realty Income's purpose is to build enduring relationships and brighter financial futures, and this starts with you! Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.
    $30.9-36.5 hourly Auto-Apply 26d ago
  • Entry Level - Associate Member Relationship Specialist (Teller 1- Bullhead City, AZ) Part-Time

    Arrowhead Credit Union 3.6company rating

    Bullhead City, AZ jobs

    Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: * 8:30 am - 5:30 pm Monday through Friday * 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: * Excited about providing amazing service to our members and the community. * Looking for a position that will establish and grow your career. * Interested in learning how to open financial memberships and assist with loan requests. * Passionate about financial education and finding solutions. Essential Functions and Responsibilities * Personally, provides exceptional member service; uses Service Standards in every work-related interaction. * Actively participates in meeting the goals of the department and the Credit Union. * Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. * Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service * Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. * Assists with member research and problem resolution. * Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. * Works within given limits and authority; proactively seeks supervisory assistance as needed. * Promotes credit union products and services and actively refers members to credit union partners as appropriate. * Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. * Is courageous and willing to make decisions that result in positive member outcomes. Development * Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. * Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. * Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. * Suggests and participates in credit union community service opportunities and events. * Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. * Regular and predictable attendance and punctuality. * Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing * Weekly pay * 401K Retirement Savings Plan with company match * Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays * Paid sick leave (and increases with tenure!) * Company-provided life insurance at twice your annual salary * Financial Education Programs * DoorDash DashPass Health * Medical, Dental, and Vision Insurance for part-time and full-time employees * Modern Health * Care.com subscription * Teladoc Career Development * Career development opportunities * Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, graphic location, market demands, and internal equity. Pay range Minimum: $22.32/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
    $22.3-32.1 hourly 22d ago
  • Loan Asst*

    American Pacific Mortgage 4.8company rating

    Roseville, CA jobs

    Job Title: Licensed Loan Officer Assistant Department: Production Reports to: Branch Manager FLSA Status: Non-Exempt Prepared By:Human Resources Management Approval: VP of HR Salary: $20.00 - $25.00 per hour with ability to make 50 BPS per file bonus ***** THIS IS A PART TIME REMOTE POSITION***** Summary: American Pacific Mortgage is seeking a Licensed Loan Officer Assistant to provide administrative and customer service support to our Loan Officers while maintaining and enhancing client relationships. This role is ideal for someone who thrives in a fast-paced, customer-focused environment and has a passion for the mortgage industry. The Loan Officer Assistant/Relationship Manager will play a critical role in ensuring a seamless loan process by assisting with loan applications, managing communications, and supporting the loan officer's efforts to meet clients' needs throughout the loan lifecycle. Essential Duties & Responsibilities: Loan Application and Processing Support: Assist with Loan Origination: Provide administrative support to Loan Officers by gathering necessary documents, inputting data into loan origination systems, and preparing loan applications. Ensure all client documentation (pay stubs, tax returns, bank statements, etc.) is accurate and complete for timely submission to underwriting. Review loan applications for completeness, verifying that all necessary paperwork is collected before submission to underwriting. Communication and Follow-Up: Maintain regular communication with clients, agents, and third-party vendors (such as appraisers, title companies, etc.) to provide updates on the status of loan applications. Follow up on outstanding documentation, ensuring all requested items are submitted promptly and accurately. Provide clear and timely updates to clients about the loan process, answer questions, and ensure a positive experience. Coordination of Loan Processing: Assist the loan officer in managing the pipeline of loan applications, ensuring that loans move smoothly from initial application to final approval and closing. Collaborate with underwriters and processors to ensure that all conditions are met before submitting the loan for final approval. Review and help manage conditions, follow up on loan status, and assist with final document preparation. Customer Service and Relationship Management: Client Relationship Building: Build and maintain strong, positive relationships with clients, real estate agents, and other partners. Serve as the point of contact for clients throughout the loan process, ensuring they feel informed, supported, and confident in their loan journey. Handle client inquiries, resolve any concerns, and proactively ensure a smooth and positive experience. Proactive Client Engagement: Help identify client needs and provide timely solutions to improve the overall client experience. Assist the Loan Officer in maintaining long-term relationships with clients by sending follow-up emails, making calls, and providing reminders about future mortgage needs, such as refinancing opportunities. Help coordinate post-closing follow-ups to ensure client satisfaction and increase repeat business and referrals. Administrative Support: Document Preparation and Management: Prepare loan files, ensuring that they are organized, complete, and in compliance with regulatory requirements. Assist with the preparation of loan disclosures, and other required documents, ensuring timely and accurate delivery to clients. Maintain accurate and up-to-date client records in the loan management system, ensuring compliance with privacy and regulatory guidelines. Scheduling and Coordination: Schedule meetings, phone calls, and client appointments for the Loan Officer. Coordinate and manage loan officer's calendar to ensure maximum efficiency. Ensure the Loan Officer is prepared for client meetings with all necessary information and documents. Marketing and Business Development: Support Business Development Efforts: Assist in the creation of marketing materials, social media posts, and email campaigns to attract new clients and partners. Help manage and track leads from real estate agents, builders, and other referral sources, and maintain a system to track referral relationships. Support the Loan Officer with marketing events, webinars, and client appreciation activities to build business relationships and generate new loan opportunities. Brand Representation: Represent the Loan Officer and American Pacific Mortgage with professionalism and integrity at all times. Participate in local events, client meetings, and networking opportunities to enhance visibility in the market. Compliance and Industry Knowledge: Compliance Adherence: Ensure all client interactions, loan processing tasks, and document submissions comply with applicable federal, state, and local regulations. Stay up-to-date with changes in mortgage industry regulations and standards and assist in ensuring compliance with these changes. Product Knowledge: Stay informed on available mortgage products, interest rates, and industry trends to effectively communicate options to clients and provide guidance. Assist clients in understanding mortgage options and recommend the best solutions for their needs. Supervisory Responsibilities: None Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: Problem Solving - Superior analytical, evaluative, and problem-solving. Identifies and resolve problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Detail Oriented - Keen attention to detail Interpersonal Skills - Proven leadership ability. Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control. Oral Communication - Ability to present ideas in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings. Written Communication - Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information. Teamwork - Ability to motivate in a team-oriented, collaborative environment. Contributes to building a positive team spirit. Attendance/Punctuality - Is consistently at work and on time, ensures work responsibilities are covered when absent. Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative - Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities. Innovation - Displays original thinking and creativity; generates suggestions for improving work. Education & Experience: 2+ years of experience in the mortgage or real estate industry is preferred. Experience in customer service or relationship management is a plus. Strong administrative and organizational skills, with experience supporting loan officers or other financial professionals. Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Experience with loan origination software (e.g., Encompass, Calyx, or similar systems) is a plus. Familiarity with mortgage regulations and documentation is preferred. Licensing: Mortgage Loan Originator (MLO) license or the ability to obtain it is required. Skills: Industry Specific Skills: Ability to establish and maintain effective accounting systems and procedures. Ability to analyze large volumes of data related to complex processes, and visually present the results in a clear and concise manner. Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation. Computer Skills: Advanced proficiency in Excel. Attention to details in the accuracy and presentation of reports. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level and temperature in the work environment is usually moderate. This does not promise or imply that the functions listed are the only duties to be performed or that the position may not change or be eliminated. The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this position description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
    $20-25 hourly Auto-Apply 60d+ ago
  • Financial Services Specialist (Remote)

    Global Financial Impact 3.9company rating

    Georgia jobs

    About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website
    $31k-50k yearly est. 60d+ ago
  • Mortgage License Trainee

    New American Funding 4.2company rating

    Scottsdale, AZ jobs

    Mortgage License Trainee (30-Day Licensing Program) Starting Pay - $20/hr About the Role New American Funding (NAF) is seeking motivated, career-driven individuals to join our team as Mortgage License Trainees. This is a part-time, 30-day role designed to help you successfully complete the required 20-hour NMLS pre-licensing course and pass the NMLS exam-at no cost to you. This program is the first step toward launching a long-term career with New American Funding as a licensed mortgage professional. What We Provide New American Funding fully supports your path toward licensure, offering: * 100% paid licensing costs, including: * 20-hour NMLS course * NMLS test fee * State-specific licensing fees (as applicable) * On-site guidance and support throughout the full training period * A structured pathway directly into a full-time licensed role After the Program Upon successfully passing the NMLS exam, candidates will be converted into full-time employees with New American Funding. Newly licensed employees will move into a full-time mortgage role with opportunities for comprehensive training, competitive pay, and long-term career growth. Responsibilities What You'll Do During the 30-day licensing period, your responsibilities are simple and focused: * Attend all on-site training sessions at a NAF location * Complete the 20-hour NMLS pre-licensing course provided by NAF * Study material and prepare for the nationwide NMLS SAFE Test * Take and pass the NMLS exam * Maintain consistent attendance and engagement throughout the program Qualifications * Strong desire to build a career in mortgage lending or financial services * Ability to commit to part-time, on-site attendance during the 30-day training period * Excellent communication skills and willingness to learn * Strong time management and study discipline * High school diploma or equivalent * Ability to pass the NMLS-required background check, and credit check Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.[EOE/M/F/D/V. Drug-free workplace.] #LI-DN1 Responsibilities What You'll Do During the 30-day licensing period, your responsibilities are simple and focused: - Attend all on-site training sessions at a NAF location - Complete the 20-hour NMLS pre-licensing course provided by NAF - Study material and prepare for the nationwide NMLS SAFE Test - Take and pass the NMLS exam - Maintain consistent attendance and engagement throughout the program
    $20 hourly Auto-Apply 11d ago
  • Part Time Associate Banker Tucson East (30 Hours)

    Jpmorgan Chase & Co 4.8company rating

    Tucson, AZ jobs

    JobID: 210628701 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.
    $25k-48k yearly est. Auto-Apply 6d ago
  • Part-Time Insurance Verification Specialist (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Part-Time Insurance Verification Specialist? Globe Life is looking for a Part-Time Insurance Verification Specialist to join the team! In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy. This is a remote / work-from-home position. What You Will Do: * Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment. * Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed. * Clearly explain the application process to potential customers. * Accurately complete additional paperwork as needed. * Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database. * Transfer calls to the appropriate department as needed. * Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's). * Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc. What You Can Bring: * Minimum typing requirement of 35 wpm. * Bilingual English and Spanish preferred * Superior customer service skills required - friendly, efficient, good listener. * Proficient use of the computer, keyboard functions, and Microsoft Office. * Ability to multitask and work under pressure. * Knowledge of medical terminology and spelling is a plus. * Excellent organization and time management skills. * Must be detail-oriented. * Have a desire to learn and grow within the Company. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. Location: McKinney, Texas
    $28k-31k yearly est. 28d ago
  • Part-Time Teller I

    Herring Bank 2.6company rating

    Altus, OK jobs

    Job DescriptionAt Herring Bank, we build Relationships for a Lifetime. As a Teller I, youll be the face of the bankhelping customers with everyday transactions while delivering excellent service. This is a part-time, entry-level role of less than 30 hours per week and is a great starting point for those interested in growing within retail banking. What Youll Do Process deposits, withdrawals, payments, and check cashing accurately. Balance your cash drawer daily. Spot potential fraud or unusual activity. Assist customers with online banking (password resets, navigation, troubleshooting). Greet and serve customers promptly and professionally. Support branch opening/closing and security procedures. Promote bank products and refer customers to the right team members. Follow all compliance, policies, and procedures. What Were Looking For High school diploma or GED. 6+ months teller experience or 1+ year in customer service/cash handling. Strong math, computer, and communication skills. Reliable, punctual, and able to work scheduled shifts. Commitment to confidentiality, accuracy, and excellent service.
    $27k-30k yearly est. 26d ago
  • Insurance Verification Specialist (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Insurance Verification Specialist? Globe Life is looking for an Insurance Verification Specialist to join the team! In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy. This is a remote / work-from-home position. We have full-time & part-time positions available. What You Will Do: * Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment. * Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed. * Clearly explain the application process to potential customers. * Accurately complete additional paperwork as needed. * Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database. * Transfer calls to the appropriate department as needed. * Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's). What You Can Bring: * Minimum typing requirement of 35 wpm. * Excellent oral and written communication. * Superior customer service skills required - friendly, efficient, good listener. * Proficient use of the computer, keyboard functions, and Microsoft Office. * Ability to multitask and work under pressure. * Knowledge of medical terminology and spelling is a plus. * Excellent organization and time management skills. * Must be detail-oriented. * Have a desire to learn and grow within the Company. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package for full-time, eligible employees that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation is designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: McKinney, Texas
    $28k-31k yearly est. 28d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Tucson, AZ jobs

    Application Deadline: 01/04/2026 Address: 3775 W. Orange Grove Rd. Job Family Group: Retail Banking Sales & Service This is a part time position scheduled for 20 hrs. per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 3d ago
  • Part-Time Teller I

    Herring Bank 2.6company rating

    Altus, OK jobs

    At Herring Bank, we build “Relationships for a Lifetime.” As a Teller I, you'll be the face of the bank-helping customers with everyday transactions while delivering excellent service. This is a part-time, entry-level role of less than 30 hours per week and is a great starting point for those interested in growing within retail banking. What You'll Do Process deposits, withdrawals, payments, and check cashing accurately. Balance your cash drawer daily. Spot potential fraud or unusual activity. Assist customers with online banking (password resets, navigation, troubleshooting). Greet and serve customers promptly and professionally. Support branch opening/closing and security procedures. Promote bank products and refer customers to the right team members. Follow all compliance, policies, and procedures. What We're Looking For High school diploma or GED. 6+ months teller experience or 1+ year in customer service/cash handling. Strong math, computer, and communication skills. Reliable, punctual, and able to work scheduled shifts. Commitment to confidentiality, accuracy, and excellent service. Compensation: $14.00 per hour We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $14 hourly Auto-Apply 25d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Sedona, AZ jobs

    Application Deadline: 01/04/2026 Address: 2010 W Highway 89A Job Family Group: Retail Banking Sales & Service This is a part time position scheduled for 20 hrs. per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 4d ago
  • Part Time Teller

    Bancfirst Corporation 4.3company rating

    McAlester, OK jobs

    McAlester, OK 501 E. Carl Albert Parkway, McAlester, OK 74502 Part Time: M-F, Saturdays as scheduled Ideal candidate is seeking long term employment with room for advancement, is committed to excellent customer service while complying with policy and procedure, and has an outstanding personality. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Paying and Receiving Teller for retail and commercial businesses, knowledge of a Recycler useful Receives and processes multiple transactions with emphasis on accuracy Sells money orders and official checks Promotes BancFirst services through cross selling banking products to new and existing clientele, minimum goals and sales incentive will apply Extraordinary customer service will be required at all times Consistent execution of policies and procedures Perform other job related duties and projects as assigned Regular and consistent attendance and punctuality is an essential function of the job Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. REQUIREMENTS High School Diploma/GED Strong customer service skills Previous teller experience a plus, but will train Knowledge of teller cash limits, teller machines, and preparation of teller work Ability to balance teller cash and maintain acceptable balancing percentages as defined by management Maintain Branch cash vault (if applicable) Knowledge of consignment items and their issuance Able to perform in a highly sensitive environment, deal with confidential matters and meet deadlines Work well individually and with a team while maintaining a positive attitude Must demonstrate a business professional image and demeanor Outstanding listening and communication skills, both written and verbal Work well under stress and deadlines while managing multiple tasks Critical thinking skills Excellent work ethic Ability to work various hours as assigned to meet the needs of the business (open/close branch) Able to perform opening and closing duties while maintaining security standards PREFERRED SKILLS AND QUALIFICATIONS Bilingual (Spanish) a plus PHYSICAL REQUIREMENTS Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching Ability to sit and/or stand for long periods of time during the workday Long periods of typing and repetitive motion Ability to lift and/or move and carry 10-25 pounds (cash canisters, coin boxes/bags) Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE - BancFirst is an Equal Opportunity employer. Diversity…Our differences enhance business performance.
    $25k-29k yearly est. Auto-Apply 60d+ ago

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