to clients within J. P. Morgan’s U. S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J. P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets,
bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a seasoned Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Monticello / Dallas financial center.
If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Provide full-service banking services to new and existing customers within the branch/financial center, with a primary focus on sales and service Process all financial
transactions accurately and in a timely manner within established authorized limits and other customer service duties within the branch/financial center Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerninteractionecute the sales discovery process and manage customer relationships Conduct backssments with clients to determine their financial needs and make appropriate recommendations Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed Execute inside/outside sales calls to prospects and established customers Establish, expand, and
maintain strong customer relationship by providing extensive, personalized service focused on specific needs of each banking customer Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss Perform all duties in compliance with laws, regulations, and bank policies and procedures Resolve client concerns through direct personal action or referral to alternative branch or bank resources Adhere to the bank's security policies while maintaining confidentiality of bank records and client information Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and branch goals Perform other duties as assigned Qualifications: High school diploma or equivalent2+ years' experience in banking, sales, teller, new accounts, loan processing or other directly related experience Previous experience in a financial sales representative-oriented role with knowledge of consumer lending applications processes and procedures preferred Strong banking and sales experience preferred Meeting sales goals and/or sales referral goals experience preferred Proficient knowledge of mathematical calculations and standard banking products, services, and transactions Strong knowledge of all retail products and services Strong customer service, interpersonal, communication, and relationship building skills, both verbal and written Effective selling, cross-selling, and referral skills Strong problem-solving and negotiation skills Strong attention to detail and time management Proficient in basic computer skills Hours of Work: Days and hours of work are Monday through Friday; 8:15 a.
m. to 5:15 p. m. and Saturday; 8:45 a. m. to 1:15 p. m. This is a full-time position: 40.00 hours per week. Must be able to work a flexible schedule within the hours listed above.
Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career. Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.
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 This position typically pays minimum wage plus a draw against commission.
Summary Youre an experienced mortgage banker with an established client base who isnt afraid to generate new business. You value a company focus on providing your clients with full: service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. Youre a counselor, connector, and
relationship maker. Our Mortgage Bankers change peoples lives Job Description The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers.
Maintains an active call schedule for purposes of educating targeted business sources regarding the features and benefits of BOK Mortgage financing. Team Culture BOK Financial Mortgage is dedicated to being a respected and recognized top Mortgage Lender in our markets, as well as to being the employer of choice for all mortgage professionals. We are committed to our employees,
customers, and community partners, and our mission is to deliver the highest quality mortgage experience with integrity, knowledge, and award: winning service.
We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. We are a fun group We participate in group learning and idea sharing, and we practice candid communication through our open: door policy. Problems are brought to the surface, and so are solutions; we're receptive to feedback and constructive criticism. We believe in personal and shared accountability. How Youll Spend Your Time: You will build and nurture relationships internally and externally to set yourself up for long: term sales success.
: You'll be actively engaged in your community, making meaningful connections with both individuals and businesses. : You'll generate business and close on time to ensure a seamless lending process. : You'll collect and analyze clients' financial information to ensure loan eligibility and to determine if they are a good investment for the bank. : You will train new real estate agents and brokers in areas of financing, qualifying buyers, and lending guidelines. Education and Experience Requirements This level of knowledge is normally acquired through completion of an Associate's Degree and 2:3 years related mortgage lending experience.
Bachelor's degree strongly preferred. Working Conditions and Physical Requirements Office : 20 lbs BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career Apply today and take the first step towards your next career opportunity The companies in BOK Financial Corporation Group are equal opportunity employers.
We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified ap
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 This position typically pays minimum wage plus a draw against commission.
Summary You're an experienced mortgage banker with an established client base who isn't afraid to generate new business. You value a company focus on providing your clients with full-service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. You're a counselor, connector, and
relationship maker. Our Mortgage Bankers change people's lives! Job Description The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers.
Maintains an active call schedule for purposes of educating targeted business sources regarding the features and benefits of BOK Mortgage financing. Team Culture BOK Financial Mortgage is dedicated to being a respected and recognized top Mortgage Lender in our markets, as well as to being the employer of choice for all mortgage professionals. We are committed to our employees,
customers, and community partners, and our mission is to deliver the highest quality mortgage experience with integrity, knowledge, and award-winning service.
We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. We are a fun group! We participate in group learning and idea sharing, and we practice candid communication through our open-door policy. Problems are brought to the surface, and so are solutions; we’re receptive to feedback and constructive criticism. We believe in personal and shared accountability. How You'll Spend Your Time You will build and nurture relationships internally and externally to set yourself up for long-term sales success.
You’ll be actively engaged in your community, making meaningful connections with both individuals and businesses. You’ll generate business and close on time to ensure a seamless lending process. You’ll collect and analyze clients’ financial information to ensure loan eligibility and to determine if they are a good investment for the bank. You will train new real estate agents and brokers in areas of financing, qualifying buyers, and lending guidelines. Education & Experience Requirements This level of knowledge is normally acquired through completion of an Associate’s Degree and 2-3 years related mortgage lending experience.
Bachelor’s degree strongly preferred. Working Conditions & Physical Requirements Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to interaction, race, color, religion, national origin, age, disability, pregnancy status, interactionual orientation, genetic information or veteran status. Please contact xyz X@ with any questions.
