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POPULAR
Banker Trainee, Part Time
1
Banker Trainee, Part Time
Billerica, MA
Jan 01, 2024

successfully in the role of a Banker I. The training period will include a focus on both technical skills, such as the processing of transactions and opening and servicing of accounts, and on advisory skills, such as uncovering customer needs and providing information on products that meet those needs.

During the training period, trainees will promote strong customer relationships as follows: conduct a wide array of customer transactions, assist customers with questions and problem resolution, and recommend products and services as appropriate. Responsibilities Customer Experience Develops an understanding of customers' needs and expectations, and offers products and services that address

those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.

Operational Excellence Ensures quality and accuracy of work. Develops sound technical knowledge, including of Bank products, services, and technology services. Stays informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. Teamwork Is an engaged member of the branch team; steps up as needed to accomplish

team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.

Credibility Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals. Takes ownership of the learning and development process and partners with supervisors and training department staff to complete program requirements successfully. Decision Making Understands and complies with Bank policies and procedures.

Brings requests for exceptions to branch supervisors as appropriate. Is aware of potential risks and alerts branch supervisors as appropriate. Learns to recognize warning signs of fraud and escalates appropriately. Miscellaneous Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required. Requirements Education High School Diploma or its equivalent is Required Associate's Degree or some college is Preferred Work Experience 6-12 months of cash handling or customer service related experience is Required Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.

Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.

Middleinteraction Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled

POPULAR
Consumer Loan Banker - Chicago, IL
1
Consumer Loan Banker - Chicago, IL
Chicago, IL
Jan 01, 2024

(Logan Square), and reports to the SVP of Consumer Lending. Only applicants who reside in the Chicago area at the time of application and can agree to a hybrid office schedule will be considered. Key Responsibilities: Originate Home Equity loans based on leads provided Learn and apply sales techniques through hands-on sales coaching from SVP of Consumer Lending Provide exceptional customer service to clients, referrals, and peers Outbound calling to potential clients and referrals from Mortgage Bankers Operate loan origination and automated underwriting software Become an expert at using CRM and lead management Work alongside like-minded peers in a competitive and lively office environment Consistently

exceed customers' expectations and always providd a " Wow" experience Qualifications/Requirements: Bachelor's degree (preferred) 2-year college degree required 1+ year of experience with secured loans/HELOCs 1+ year of experience in sales (mortgage preferred) Live in or near Chicago (required) Technology: Microsoft Office Suite Mortgage Loan Origination Software experience (Encompass preferred) Additional Skills: Friendly, outgoing personality accompanied by a naturally high sales acumen Positive, enthusiastic attitude A desire to " win" Self-motivated and able to take initiative Employee Benefits Spacious state-of-the-art office space with employee parking garage and game

room Comprehensive Health, Dental, and Vision insurance plans available; includes company-paid life insurance; FSA and HSAs available Employee Assistance program (EAPs) for financial planning, emotional wellness, legal guidance, and work-life solutions Partial annual 401k match Employee appreciation events A true team culture working toward providing meaningful service to our customers!

#LI-hybrid Website The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR

POPULAR
Universal Banker - Maumelle, AR.
1
Universal Banker - Maumelle, AR.
Little Rock, AR
Jan 01, 2024

banking environment. High School diploma or equivalent, good math skills, proficient computer skills, skilled communicator, detail-oriented, excellent organizational skills, ability to multi-task & meet deadlines simultaneously, along with a talent for serving the public are all required.

Previous cash handling experience is preferred, but not required. Previous banking experience is preferred, but not required. Must be available to work opening and/or closing hours Mondays through Fridays. It is preferred that applicants live within 30 miles of Maumelle or be willing to relocate. This position offers a first-in-class, comprehensive benefits package. Employee medical, dental, vision,

life insurance, cancer insurance, and long-term disability insurance costs less than $60.00 per month. An Equal Opportunity Employer without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

About the Arkansas Division of Workforce Services The Arkansas Division of Workforce Services (ADWS) is the state agency responsible for providing job-related services to unemployed state residents, such as coordinating training and educational opportunities, processing unemployment insurance claims, and connecting job seekers with employment opportunities in the state. The

Arkansas Division of Workforce Services consists of four major sections: Workforce Services, Adult Education, Arkansas Rehabilitation Services, and Services for the Blind.

Each section is responsible for administering multiple state and federal grants, the programs they fund, and the services they provide to Arkansans. DWS is unique from other state agencies because it is almost 100% federally funded. DWS does not earn a profit, and the agency’s success is measured by its ability to meet the needs of Arkansas employers and job seekers. The Arkansas Legislature appropriates the agency’s funds and has the authority to pass legislation affecting agency programs and services on a state level.

As a result, DWS adheres to both state and federal laws and regulations. The size of the agency’s budget and staffing levels are adapted to meet the needs of the state and its customers while balancing the requirements of stakeholders. ADWS Information Desk: 501-682-xyz XPowered by Jazz HR

POPULAR
Client Relationship Consultant 3 (Banker) - Midway - San Diego, CA (37 hrs)
1
Client Relationship Consultant 3 (Banker) - Midway - San Diego, CA (37 hrs)
San Diego, CA
Jan 01, 2024

and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.

S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting

a digital first mindset. Strong client relationships are based on trust, backssing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer

and business banking products and services including digital products and services.

Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S. A. F. E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications - High school diploma or equivalent - Four to five years of customer service experience - Four to five years of sales experience Preferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our - disability accommodations for applicants.

Learn howthe way we work at U. S. Bank drives meaningful relationships with our customers and collaboration across the company. Benefits: -Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work.

That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law U.

S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, interaction, national origin, age, interactionual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.

E-Verify U. S. Bank participates in the U. S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U. S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U. S. Citizenship and Immigration Services. Learn more about the -E-Verify program. 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. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements).

Pay Range: $22.02 - $29.38 - $32.32 About Us Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.

S. Bank's best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work. #J-18808-Ljbffr

POPULAR
Senior Organizational Development Specialist
1
Senior Organizational Development Specialist
Chicago, IL
Jan 01, 2024

11 paid holidays per year Hybrid working model (effective February 22, 2022) Casual dress code Job Description Who we are: FHLBank Chicago partners with our members in Illinois and Wisconsin to provide them competitively priced funding, a reasonable return on their investment in the Bank, and support for their community investment activities.

We are one of 11 Federal Home Loan Banks created by Congress in 1932 as a government sponsored enterprise to support mortgage lending and community investment. We are member owned and member focused. Our members include banks, credit unions, insurance companies and CDFIs. What it's like to work here: At FHLBank Chicago, we bring people together.

Our regular All-Staff meetings keep employees informed and our values drive the work that we do. Our Buddy Program pairs new hires with tenured employees to guide their onboarding.

Our Employee Value Proposition is honed by listening and identifying the needs and priorities of our valued employees. Through Communi Team, we volunteer and identify ways to strengthen our communities. Our Office of Diversity, Equity and Inclusion (DEI) hosts signature and employee-led events for continued learning; and Employee Resource Groups (ERGs) and culture clubs create connections around shared interests and experiences. We offer live and on-demand professional development opportunities to grow your

skillset and your career. What you'll do: This role within the Organizational Development function of People, Culture, and Communications will drive results for the Organizational Change Management, Learning & Development, Talent Review and Succession Planning, Employee Engagement, and Summer Internship Program disciplines.

Additionally, this role will be responsible for maintaining, enhancing, and mastering Workday functionality related to the Talent and Learning modules. The OD Specialist will gain exposure to all employee groups, including senior leadership, by participating in high-profile initiatives. How you'll make an impact: This will role lead efforts to bring innovative and meaningful learning and development programs to the organization, continuously enhance the employee experience, support organization-wide talent review processes, and work with project teams to execute thoughtful change management plans This role will regularly interact with many stakeholders and collaborators across departmental, product, and leadership groups.

What you can expect: Execute change management deliverables such as communication drafts, editing or creating training content, executing tasks that generate excitement for employees, maintaining an overall view/calendar of change management action items, and generating key metrics regarding change projects Manage the Bank's annual summer internship program Manage relationships with various professional development vendors and oversee rollout of employee programs; maintain participation logs and program evaluation feedback Own digital learning systems (e.

g. Workday and Udemy); develop marketing strategy to ensure consistent utilization of learning tools; manage completion reports and keep HR stakeholders apprised of utilization trends Lead the compliance training process, including training administration through Workday and procedures to support business owners outside of Workday Maintain the learning calendar; ensure materials and communications are accessible in a timely manner Support the talent review and succession planning processes; organize talent data and identify key trends; maintain materials that support business and executive-level talent conversations Lead aspects of the Bank-wide employee engagement measurement and action planning processes Partner with Bank stakeholders to develop change management plans; execute deliverables for Bank-wide change management strategies and initiatives Maintain, analyze, visualize, and interpret learning data Gain an understanding for learning processes, best practices, and strategies Responsibility for Talent and Learning metrics for the quarterly PCC ET report What you'll bring: Bachelor's Degree required; Master's degree in related field is a plus 3-5 years of related work experience Excel skills required; advanced analytics experience is a plus Power Point skills required Proven business writing proficiency Actively seeks DEI learning and inspires others to do the same; takes active steps to apply DEI learning and knowledge Ability to work and manage stakeholders independently Ability to maintain strict confidentiality of sensitive data Strong verbal communication capabilities in both formal (facilitating meetings, writing communication drafts, etc.

) and informal settings (ad-hoc meetings with employees, collaboration within the PCC team, etc. ) Extremely strong organizational, time-management, and customer service skills Willingness to take initiative, juggle multiple priorities, and adapt to rapid change Proven ability to work with quantitative data The perks: At FHLBank Chicago, employees come first. We offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees.

Our retirement program includes a 401K and Pension. Our generous PTO plan provides five weeks of vacation for new employees and 11 paid holidays per year. We offer work from home options and a casual dress code at our beautiful new space in the Old Post Office. Step into your future with us. #LI-Hybrid

POPULAR
Summer Internship - Business Intelligence
1
Summer Internship - Business Intelligence
Chicago, IL
Jan 01, 2024

11 paid holidays per year Hybrid working model (effective February 22, 2022) Casual dress code What You'll Do An internship with The Federal Home Loan Bank of Chicago is not like your average internship. We can offer you a dynamic, collaborative and team-focused environment you won't find anywhere else.

You'll be engaged in projects that will provide you with real world, hands-on experience in the exciting world of business intelligence, data governance engineering and analytics. Successful individuals should be following an academic track in information technology, computer science, data science, data engineering or a business-related field. Who are we you ask? We are a federally

chartered corporation and one of 11 Federal Home Loan Banks (FHLBanks) that, with the Office of Finance, comprise the Federal Home Loan Bank System. The FHLBanks are chartered by Congress under the Federal Home Loan Bank Act of 1932 to improve the availability of funds to support home ownership.

Each FHLBank is cooperatively owned by member financial institutions in its district and operated as a separate entity with its own management, employees, and board of directors. Our district consists of the states of Illinois and Wisconsin. We are regulated by the Federal Housing Finance Agency, an independent federal agency. How You'll Make an Impact Assist in the innovative design, development,

and maintenance of business intelligence solutions Help coordinate with teams across the organization to promote the adoption of standardized reporting using various business intelligence tools Collaborate with cross-functional teams to assist in the gathering and analysis of data requirements for ingestion into our data lake house Work on data governance initiatives including defining data, ensuring data quality, and consistency and working with our data governance software Conduct data quality backssments, validations and ensuring data consistency across data sources within the data lake house You will support the integration of data from various sources into the data lake house What You Can Expect Hands on experience in a dynamic and collaborative work environment Mentorship from seasoned professionals in the field Networking opportunities with industry experts Exposure to real-world business intelligence, data governance, and data lake initiatives What You'll Bring Applicants should be enrolled in a undergraduate program at an accredited institution Should have a GPA of at least 3.0 and be in good academic standing Should be inquisitive, eager to learn and adapt to new technologies Desired fields of study include business intelligence, computer science, information technology, data engineering or a related field Understanding of data modeling, database concepts, and data governance frameworks Experience in SQL, Tableau, and Python a plus Internships will start in June 2024.

The start/end date may be flexible based on school schedules#LI-Hybrid

POPULAR
Mortgage Banker - Bronx, NY
1
Mortgage Banker - Bronx, NY
Astoria, NY
Jan 01, 2024

extract business from these partnerships, we are seeking qualified retail loan officers who want to help cultivate these relationships, build new ones, and work together to grow their business to the next level. Only experienced Mortgage Bankers will be contacted - We also have offices in Queens, Brooklyn, New Jersey, and Lower Manhattan.

For more information please contact: Sarah Helton - direct: 847-977-xyz X xyz X@ What We Offer: Federally Chartered Bank, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Personalized marketing options, robust marketing support program(s), mobile app, and the latest technology give our Mortgage Bankers the edge they

need to compete and win! Experienced and highly trained operations staff for Processing, Underwriting, Closing and Post Closing (ALL 100% IN HOUSE). On-site operations support available in most loan production offices.

Quick turn times for Processing and Underwriting– Our goal is to get your loans closed in 30 days or less Shared or dedicated Banker Assistants for the majority of our Retail Mortgage Bankers Loan products for every scenario: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM's, Multi-Family, Commercial, Personal Lending and more! Strong Secondary Department with 55+ investor relationships

and direct seller to Fannie Mae and Freddie Mac; Ginnie Mae approved Bank-issued laptops create a secure environment for Bankers working in an office or remotely Mentorship programs available to Sales Managers and Originators looking to grow their business and expand their teams.

Unique company culture where originators are encouraged to build their own brand within The Federal Savings Bank platform Job Requirements: Minimum of three years of mortgage lending or retail mortgage banking experience Three or more new purchase loans per month Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants College degree or equivalent work or military experience Knowledge of real estate market in local area Knowledge of FHA, VA, FNMA, FHLMC guidelines Favorable credit history and background check We are seeking experienced Mortgage Professionals with a minimum of 3 years of experience and actively working in the retail mortgage banking industry.

Only qualified candidates will be considered. For more information please contact: Sarah Helton - direct: 847-977-xyz X xyz X@ Website The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR

POPULAR
Personal Financial Consultant I / II (Teller)
1
Personal Financial Consultant I / II (Teller)
Phoenix, AZ
Jan 01, 2024

scale, both with our members and our employees. This approach provides our employees the opportunity to get involved in the organization in a way they may not be able to, in the corporate world. At Canyon State Credit Union, we value the contributions of our employees and actively look for ways to be collaborative, within all levels of the organization.

Here, you will have the opportunity to roll up your shirtsleeves, put your unique skills to work, and have a voice in developing your role from the ground up. As a Personal Financial Consultant I / II you will: Demonstrate a highly motivated, positive, outgoing, influential personality with a strong results orientation to ensure the credit

union maximizes lending and sales opportunities with members. Process all cash and non-cash transactions such as payments, transfers, withdrawals, incoming and outgoing wire transfer requests, stop payments on share draft and credit union checks.

Assist with vault counting, balancing, and the ordering of cash. Balance night drop, branch, ATMs, money orders, etc. Interview members to discuss member’s overall financial position and complete all aspects of the lending and account opening process for savings, checking, credit cards, personal loans, money markets, and CDs. Obtain signatures on loans, verify identity, satisfy any disbursement conditions, and fund loan. Set up automatic payments

complete checklist making sure all system changes/entries are completed.

Forward all documents to the Consumer Lending Department Actively cross-sell credit union products and services, making recommendations to members, and, if appropriate, referrals to business partners including mortgage lending and financial advisor. Make contact with existing members to proactively seek new memberships, increase sales opportunities and provide follow-up service. Respond to member inquiries regarding credit union services and/or account discrepancies. Obtain and route necessary information to support departments for extensive account research and/or adjustments.

Works closely with other departments in obtaining information and ascertaining necessary corrections. Coordinates a response to member inquiries and ensures prompt answers. Serve as a trusted advisor to membership by viewing situations from the member’s perspective to effectively respond to their needs and concerns, often going beyond the initial need or expressed concern of the member by promoting member care, answering member queries, and researching member accounts. To be successful in this role, you will need the following competencies: Technologically Astute - Demonstrates the ability to use technology to effectively and efficiently perform job functions.

Results Orientation - Is keenly aware of personal, team, departmental and company wide goals and is able to prioritize work to achieve funding goals. Demonstrates the ability to excel in a high stress environment and is able to meet goals and deadlines. Service - Demonstrates an unsurpassed commitment to exceptional member service. Explains recommendations, products and services in ways employees can easily understand. Demonstrates patience, respect and empathy when dealing with employees or their complaints. Personifies CSCU's role as a Trusted Advisor.

Initiative - Motivated self-starter who measure self against standards of excellence. Actively and consistently seeks qualified opportunities to increase loan volume and residual product penetration. Accountability - Demonstrates responsibility for providing timely and accurate information, responses and decisions to internal and external members. Willingly accepts and embraces constructive coaching and feedback as needed. Effective Communicator - Persuasive and confident. Explains recommendations, products and services in ways employees and members can easily understand.

Teamwork - Builds rapport with fellow teammates and credit union staff. Skills/ Requirements Requires education equivalent to a four-year high school education or general education degree (GED). Some post-secondary education preferred. At least 6 months of customer service and/or cash handling experience required. At least 1 year previous sales experience and/or teller experience preferred. Professional well developed interpersonal skills essential for servicing credit union members and projecting a positive image as representative for the credit union. Approaches others in a tactful manner, reacts well under pressure, accepts responsibility for own actions, and follows through on commitments.

Requires sound and accurate judgment. Displays a willingness to make decisions in a timely manner, usually within established guidelines. Includes appropriate people in decision-making process and can support and explain reasoning for decisions. Requires excellent interviewing and interpersonal skills, ability to listen to members’ needs and promote appropriate credit union products and services. Knowledge of consumer lending and account opening and closing preferred. Knowledge of PC applications including Word and Excel required.

Experience with automated core banking system preferred. Experience utilizing smartphone and tablet applications preferred. Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc. ) Join a winning team and a dedicated Credit Union! We have been offering quality financial service to members and their families since 1951. As a credit union, we are a not-for-profit financial cooperative, which means we operate to serve our member-owners. This makes us quite different from other financial institutions.

Since 1951, we have focused on building lifetime relationships by continually expanding our products and services while emphasizing financial security, quality, and convenience in an environment that values and respects members, employees, and business partners. Powered by Jazz HR

POPULAR
Part-Time Lead Teller/North County San Diego
1
Part-Time Lead Teller/North County San Diego
Oceanside, CA
Jan 01, 2024

Please note, this position is part-time, working a minimum of 20 hours per week, and comes with a full benefits package! Most important in this job, we want you to take good care of our members because they are everything to us! You will be the first friendly face people see when they walk into the branch.

Part of this role is proactively and professionally acknowledging anyone who enters the branch. Welcome to Mission Fed! Great with cash? Good, because you will be expected to balance your checks and cash drawer! Organization is a must. In this role, it is important to accurately process routine member account transactions including, but not limited to deposits, withdrawals, loan payments,

account transfers, wire transfers, official checks, gift cards, cash advances, etc. Are you detail oriented? You will research and resolve member inquiries on issues related to their accounts.

You may also conduct research on member accounts. How do you feel about sales? This role requires team members to cross-sell ( don’t worry , only services that would benefit our members) and properly track products and services referred or sold. Attitude is everything! We are looking for someone who can maintain a positive attitude when facing challenges. Don't worry if you're not a pro at banking just yet - we'll teach you everything you need to know! All we ask is that you bring your infectious

personality, a positive attitude, and the willingness to learn.

Here is what we are looking for: Candidates with a minimum of 12 months in the retail and/or service industry or 6 months in a financial institution, working in a branch environment. Must have basic computer skills. Accurate cash handling and proactive sales preferred. Strong listening, verbal communication, time management and organizational skills required. Ability to actively cross-sell products & services preferred. Able to maintain the confidentiality of member information. What we offer: An encouraging team! Professional yet relaxed environment! Training. Lots and lots of training! A chance to make a difference in people’s lives!

Opportunities for advancement. 18 days of PTO in your first year plus 12 holidays a year! 6% 401(k) match Full benefits package including medical, dental, vision, life insurance, etc. If this sounds like an amazing opportunity to you (because ya, it is! ), we want to hear from you! Base Pay/Salary: $19.00 - $21.00 an hour The hourly rate range that we expect to pay for this position is $19.00 - $21.00. Actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law.

Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the COVID-19 notice provides the disclosures required by the CCPA and applies to applicants who are subject to the CCPA. Mission Federal Credit Union is an Equal Opportunity Employer.

All applicants will receive consideration without regard to race, interaction, color, creed, religion, age, marital status, interactionual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law. INDMFPowered by Jazz HR

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Mira Mesa West - Senior Relationship Banker
1
Mira Mesa West - Senior Relationship Banker
San Diego, CA
Jan 01, 2024

more operational duties while maintaining your relationships with your current members? Do you have a passion for helping others better their financial future? How does working with a great team where you will feel supported and appreciated sound? If this sounds interesting to you, below are a few more details.

Most important in this job, we want you to take good care of our members because they are everything to us! Senior Relationship Bankers actively work on the platform opening new accounts, new shares for existing members, processing and funding all consumer loan applications and processing real estate applications. This includes interviewing potential and existing members to determine

appropriate products and services which will meet their financial needs. Accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.

May act in the capacity of a supervisor in the absence of manager. Assists Management with branch opening, processing of the monthly, quarterly, or yearly branch certifications, and organizing outbound activities including phone calls to seek additional growth opportunities for the branch. Here is what we are looking for: To be successful in this role, you’ll need at least 3 years of

financial institution experience, and at least 1 year experience opening new accounts and processing loan applications, including real estate applications.

Ability to actively cross-sell products & services. You know this already, but you must be able to maintain the confidentiality of member’s info! What we offer: Great team! Professional yet relaxed environment! Training. Lots and lots of training to take your career to the next step! 18 days of PTO in your first year plus 12 holidays a year! 6% 401(k) match Full benefits package including medical, dental, vision, life insurance, etc. If this sounds like an amazing opportunity to you (because ya, it is!

), we want to hear from you! Base Pay/Salary: $26.00 - $29.00 an hour The hourly rate range that we expect to pay for this position is $26.00 - $29.00. Actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law. Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used.

This job applicant notice and the COVID-19 notice provides the disclosures required by the CCPA and applies to applicants who are subject to the CCPA. Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, interaction, color, creed, religion, age, marital status, interactionual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law. INDMFPowered by Jazz HR

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Bilingual Personal Banker II : Retail
1
Bilingual Personal Banker II : Retail
Dallas, TX
Jan 01, 2024

Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference?

BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Bilingual Personal Banker II. Job Description The Bilingual Personal Banker II provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in

a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.

The Personal Banker II will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker II may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. Team Culture We're passionate

about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.

We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How Youll Spend Your Time: You will be responsible for delivering exceptional client experience to build, expand, and retain long: term client relationships. While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals.

: You will resolve a variety of moderate to complex client problems while ensuring the highest level of client experience and satisfaction. You will own and lead efforts to solve client problems and service breaks and escalates issues to leadership when appropriate. You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc.

) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will ensure individual and team ownership of the BOKF brand experience through the delivery of a best in class client experience. You will own individual execution of key plays to drive client experience and loyalty while exercising sound judgment and empowerment in exception scenarios while balancing the long term effects to BOKF and the client. You will participate in professional development through training, engaging in self: improvement initiatives and skill: building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.

This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. Education and Experience Requirements

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Mortgage Banker - Chicago
1
Mortgage Banker - Chicago
Chicago, IL
Jan 01, 2024

welcome). The Federal Savings Bank is a veteran-owned, federally chartered private bank with 35+ loan production offices nationwide. We seek experienced retail loan originators who wish to take their business to the next level with our cutting edge mortgage app, digital closing software, and marketing CRM, and portfolio products.

Contact David Marquez for details: Office: (773) 938-xyz X Email: xyz X@ What We Offer: Ability to lend in all 50 states without the hassle of state licensing Robust marketing support program(s), mobile app, custom design requests, and the Total Xpert (Eagle Eye) marketing CRM give LOs the edge they need Latest technology: Blend and Snap E-Close technology allows

borrowers to send, receive, and sign documents digitally and securely Experienced and highly trained operations staff (ALL 100% IN HOUSE). Bank-sponsored Mortgage Banker Assistant and Loan Partner programs Loan programs for every borrower: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction , HECM's, Multi Family, Commercial, Personal Loans, ITIN, Medical Professionals Loan and more!

Robust Secondary Department investor relationships and direct seller to Fannie Mae, Freddie Mac, and Ginnie Mae - No agency underwriting overlays! Competitive pricing and compensation plans More Reasons to Join: EVP Coaching for Loan officers and Managers looking

to grow professionally. We will help you revamp your business plan!

NAHREP National sponsor, and accessibility to NAHREP 10 certified coach of the year Unique company culture where originators are encouraged to build their own brand while leveraging The Federal Savings Bank platform National Employee Appreciation Events Annual Chairman's Club trips to beautiful cultural destinations like Italy, Peru, and Spain! Partial 401k matching & Medical, Dental, and Vision insurance plans available Job Requirements: Minimum of 1+ year of experience as a retail loan originator or loan officer; OR 2+ years of experiences as Mortgage Assistant or Processor that is interested in moving into sales Two or more new purchase loans per month preferred Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants preferred College degree or equivalent work or military experience preferred Knowledge of real estate market in local area preferred Spanish-speaking Loan officers welcome!

We have bilingual processing operations support Working knowledge of FHA, VA, Conventional and Construction loan guidelines Strong desire to continue growing a successful sales career in residential lending Website The Federal Savings Bank is an equal opportunity employer.

All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR

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Inside Mortgage Banker - Scottsdale
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Inside Mortgage Banker - Scottsdale
Scottsdale, AZ
Jan 01, 2024

Bankers convert at a high percentage. Additionally, our team has access to a wide scope of loan programs and competitive rates while catering to a large base of veteran homeowners, those seeking government refinancing assistance, and first time home buyers.

What We Offer: Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Hot, Inbound leads Personalized marketing options, robust marketing support program(s), mobile app, and the latest technology give our Mortgage Bankers the edge they need to compete and win! Experienced and highly trained operations staff for Processing, Underwriting, and Closing (ALL 100% IN HOUSE). On-site operations

support available! Shared Banker Assistants Loan products for every scenario: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM/Reverse Mortgages, Multi-Family, Commercial, Personal Lending and more!

Competitive pricing and compensation plans, apply to learn more! More Reasons to Join: World class sales coaching from top sales managers and in-house training team National Employee Appreciation Events and Regional Awards Banquets Annual Chairman's Club trips for qualifying loan officers Medical, Dental, and Vision insurance plans available along with company sponsored Employee Assistance Programs

Capped 401k match and company-paid basic life insurance Job Requirements: Minimum of two years of mortgage lending experience in a call center/consumer direct environment Active NMLS# Ability to manage time effectively due to the very high volume of in-bound leads the banker will be expected to work Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads Strong interpersonal communication skills; ability to effectively interact with individuals within all departments of the bank Thorough knowledge of current loan originating guidelines/procedures Favorable credit and background check Bachelor’s degree preferred, High school diploma required VA lending experience strongly preferred Veterans are encouraged to apply We seek experienced mortgage professionals with a minimum of 2 years of experience who are actively working in mortgage lending.

Only qualified candidates will be considered. For more information please contact: Reilly Tillman: xyz X@ direct: 480-562-xyz X Website The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR

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Citizens Teller - Part Time
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Citizens Teller - Part Time
Milford, DE
Jan 01, 2024

sets these colleagues apart? You look customers in the eye and greet them in the branch lobby with a smile just like you would a friend or a neighbor. Whether youre processing transactions or collaborating with your branch team to meet a customers needs, you provide a memorable, significant experience to every customer, every day.

It takes an upbeat attitude, an ability to listen intently and a desire to get to know your customers who they are, what they need, which ones want to get in and out quickly vs. those who want to catch up. Using your knowledge of our award-winning mobile app and online banking options, youll simplify banking for your customers. You will confidently cash checks,

process withdrawals and deposits. You pride yourself in giving every customer the level of care they deserve, including referring them to the right banker who can handle more sophisticated requests.

What you'll do + Be the face of Citizens; be professional, friendly and helpful with every interaction + Make the first impression to our existing and new customers when they walk into the branch + Help customers by showing them how to bank digitally using their mobile device, and empower them to choose how they do their banking including use of online banking and ATMs + Be knowledgeable of all Citizens products and benefits so you can educate customers and effectively respond to their questions

and/or concerns + Be a lobby leader by welcoming and directing customers to the right colleague who can best address their needs + Build relationships by getting to know our customers, enabling you to offer personalized advice and refer them to other partners when needed + Make customers feel cared for while you accurately process transactions including deposits, withdrawals and payments + Follow all financial policies and procedures including proper cash handling, state and local laws and regulations + Take advantage of training and coaching to grow into a Citizens Banker or another exciting role + Bring your positive energy and confidence to Citizens and our customers every day What you'll get + Meaningful work & relationships Youll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals.

Colleagues and leadership listen to your ideas and feedback. + Commitment to community Youll thrive in a diverse, friendly and supportive workplace that lets you give back to the community through volunteering and donating to causes that are important to you + Recognition & reward Youll see your hard work rewarded with promotion, growth and new opportunities + Training & development Youll grow your career through training, coaching, career planning and development that will enable you to branch off in any direction your talents and interests take you + Exceptional benefits Youll have access to medical and dental insurance, a 401K with corporate match, tuition assistance and discounts on student loan refinancing.

Youll also get a discount on thousands of gyms, studios and fitness centers. Required Qualifications + High School degree or GED + Minimum of 6 months experience processing transactions (cash and/or digital payments) in a retail or banking environment.

+ Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers + Strong listening and communication skills + Ability to effectively ask questions and identify needs to enhance the customer relationship + Commitment to build relationships through in-person customer interactions + Ability to problem solve and provide solutions to customer issues + Comfortable with using digital technology to support the delivery of business goals + Ability to build positive relationships with teammates, business partners and specialists through collaboration + Energetic, detail-oriented and ability to multitask effectively + Ability to work branch hours, which can include weekends and evenings Preferred Skills/Experience + Demonstrated stable work history + Ideal candidates have 1 year of experience processing transactions (cash and/or digital payments) in a retail or banking environment.

Hours and Work Schedule + Hours per Week: 25 + Work Schedule: Varies with branch needs and may include weekends and evenings Some job boards have started using jobseeker-reported data to estimate salary ranges for roles.

If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagues or a dependents reproductive health decision making, race, religion, interaction, interactionual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N. A. and each of its respective affiliates. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

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Personal Banker (Financial Service Representative)
1
Personal Banker (Financial Service Representative)
Plano, TX
Jan 01, 2024

seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our Spring Creek Pkwy in Plano, TX! POSITION OVERVIEW: In the FINANCIAL SERVICES REPRESENTATIVE role, you have the opportunity to earn monthly incentives as the primary sales contact within your branch.

You serve as a liaison between the member and the credit union - each day you work with members to determine their financial needs, process consumer and real estate loans, and open and service accounts. JOB EXPECTATIONS: Act as the primary sales leader within the branch: originate, process, close, and disburse loans; open new accounts and service existing members. Obtain expert knowledge of Texan' products and services

to enhance members' financial lives Promote and educate members on credit union products and services based on member needs that are realized from member interviews Actively cross-service members based on financial needs and account review Respond to members' requests, problems, and concerns: troubleshoot issues, and/or direct them to the appropriate person for specific information and assistance; may handle more complex questions and problems for other branch staff Provide back-up support to the branch operations including, but not limited to, implementing floor management, processing teller transactions, and other duties as assigned Requirements This position is not entry-level.

High

school diploma or equivalent At least one (1) year experience in a sales and service environment in a financial institution with cash handling At least one (1) year experience in a goal-oriented sales environment Willingness and ability to obtain certification as Mortgage Loan Originator (MLO) through the Nationwide Mortgage Licensing System & Registry (NMLS) Must successfully pass a credit check, background check and drug screen.

Salary Description $20 -$ 24.50