Universal Banker TrustBankUniversal BankerTuscola, IL$17–$20Full timeOther duties include providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch needs. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer’s needs.
Portfolio Banker JobotPortfolio BankerFullerton, CA$130,000–$155,000 / yearThe Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and credit needs of prospective and existing Commercial Real Estate (CRE) borrowers. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Personal Banker - FT Home State BankPersonal Banker - FTWoodstock, IL$20–$28.59Full timeHome State Bank offers competitive compensation and a comprehensive benefits package beginning the first of the month following hire , including: Medical coverage through BCBS (3 PPO plans and HMO option for eligible Illinois residents). As a Personal Banker, you'll serve as a trusted financial partner to customers, helping them identify the products and services that best meet their needs while delivering an exceptional banking experience.
Universal Banker BancFirstUniversal BankerPrague, OKFull timeThis role is an excellent opportunity for an individual who likes working with customers to help recommend products and services that meet their needs, and is driven by results and enjoys selling. Minimum of one year successful sales experience in an incentive driven or relational selling environment; demonstrated performance in meeting and exceeding performance goals .
Universal Banker InBankUniversal BankerSpringer, NM$18–$19.50 / yearFull timeAccurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
Personal Banker Bok FinancialPersonal BankerAlbuquerque, NMJoin us as a Personal Banker I and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel. 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.
Personal Banker I Bank of OklahomaPersonal Banker IAlbuquerque, NMJoin us as a Personal Banker I and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel. This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.
NewBilingual Personal Banker First National Bank TexasBilingual Personal BankerLas Cruces, NMJob Description * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations.
NewSenior Personal Banker First National Bank TexasSenior Personal BankerSan Antonio, TXJob Description * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Perform other tasks requested by supervisors as they relate to the bank and its functions * Approval limits will be based upon established authority levels .
NewPersonal Banker First National Bank TexasPersonal BankerKerrville, TXJob Description * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success.
Relationship Banker First Horizon BankRelationship BankerColumbia, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
NewRelationship Banker Senior First Horizon BankRelationship Banker SeniorKey Largo, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Relationship Banker- Float First Horizon BankRelationship Banker- FloatDurham, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
NewRelationship Banker Senior Float First Horizon BankRelationship Banker Senior FloatMemphis, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Relationship Banker - Float First Horizon BankRelationship Banker - FloatFranklin, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
NewAssociate, Banker -- Industry/Country Coverage Goldman Sachs & Co. LLCAssociate, Banker -- Industry/Country CoverageNew York, NY$175,000–$225,000 / yearPrior employment must include two (2) years of experience with: developing and reviewing financial models including operating models, mergers and acquisitions, discounted cash flow, or leveraged buyout; analyzing company data, including strategic operating plans, documentation of live transactions, regulatory filings, annual reports & other public disclosures; preparing bespoke fund level financial models showing gross and net investor returns for each transaction based on proposed equity waterfalls including management fees and carried interest; effectively using private markets data sources such as Preqin and PitchBook to source information and conduct analysis on broader market trends including DPI analysis by cohort, rebased to time zero; reviewing limited partnership agreements for key commercial and economic terms that can impact returns (e.g., quantum, timing, and allocation of cash flows) and risk profile; and private placement rules within US at federal and state level as well as for key international jurisdictions. Requires:Bachelor’s degree (U.S. or foreign equivalent) in Finance, International Economics and Finance, Economics, Business Administration, or related field and two (2) years of experience in the job offered or in a related role.
Vice President, Banker – Industry/Country Coverage Goldman Sachs & Co. LLCVice President, Banker – Industry/Country CoverageNew York, NY$250,000–$270,000 / yearPrior experience must include five (5) years of experience (with a Bachelor’s) or three (3) years of experience (with a Master’s) with: utilizing Microsoft excel for data analysis and handling including visual representation of data, valuation analysis and insurance financial modeling; utilizing Microsoft PowerPoint to develop presentations, including insurance industry updates, pitches, transaction materials and marketing documents; executing M&A transactions and capital raising including debt, equity and other structured financing solutions in public and private markets for corporate clients operating in the insurance sector; serving as a point of contact in regular interactions with corporate development, treasury and other strategy teams of insurance companies; reading and analyzing insurance company GAAP (Generally Accepted Accounting Principles) and statutory filings and actuarial reports & appraisals and synthesizing qualitative and quantitative data for financials analysis; conducting insurance market research on the broader landscape as well as specific insurance companies across Life, Property and Casualty and insurance brokerage sectors; and supporting actuarial and operational due diligence processes including maintaining Virtual Data Rooms (VDRs), tracking information requests, reviewing diligence materials and summarizing findings. Requires: Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Management Science, or related field and five (5) years of experience in the job offered or in a related role OR Master’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Management Science, or related field and three (3) years of experience in the job offered or in a related role.
NewAssociate, Banker-Industry Country Coverage Goldman Sachs & Co. LLCAssociate, Banker-Industry Country CoverageNew York, NY$175,000–$203,000 / yearand AlphaSense, and to fulfill various client deliverables such as market updates and evaluation of potential M&A transactions and capital market transactions; coordinating with teams across the firm to provide financial advice to private and publicly listed TMT companies on complex financial transactions; developing financial model outputs and complex presentations related to various topics including, business strategy and corporate finance that require Microsoft Office programs such as Excel and PowerPoint; overseeing multiple projects simultaneously with tight deadlines; analyzing regulatory filings, including 8Ks, 10Ks, and proxies, and Wall Street analyst research reports; and performing due diligence, research, analysis, and documentation of live transactions. Prior employment must include three (3) years of experience with: creating financial models including leveraged buyout models, company operating models, three statement operating models, discounted cash flow models, public trading comparables, and precedent transactions; utilizing Capital IQ, PitchBook, 451 Research, Preqin, Tracxn.
NewUniversal Banker First Horizon BankUniversal BankerMarco Island, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Asheville Market Leader /Sr Community Banker - Business Banking First Horizon BankAsheville Market Leader /Sr Community Banker - Business BankingAsheville, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
Universal Banker Float First Horizon BankUniversal Banker FloatMaitland, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewUniversal Banker Senior First Horizon BankUniversal Banker SeniorMemphis, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Senior Community Banker First Horizon BankSenior Community BankerLake Charles, LAHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
Universal Banker-Float First Horizon BankUniversal Banker-FloatRaleigh, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Banker Sound Credit UnionBankerKent, WA$22.50–$27.50 / hourFull timeIf you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. Moreover, when a branch successfully meets their quarterly goals and passes the quarterly branch audit, we express our appreciation by providing a monetary incentive to the branch team members.
Sr. Universal Banker Mechanics BankSr. Universal BankerRedmond, WAFull timeIdentifies and closes ethical and appropriate sales and service opportunities for Retail Banking consumer and business customers and prospects, including deposit and lending products, additional banking services and external products through approved partners according to procedure. Performs senior level transactions including, but not limited to, complex account type account opening, account maintenance, customer problem resolution and business lending package reviews.
Personal Banker WASHINGTON TRUST BANKPersonal BankerSpokane, WAFull timeYou'll engage in individual and team sales strategies, receive comprehensive training on Washington Trust Bank's products, and develop top-tier service and regulatory knowledge to support both internal and external clients. Proactively identifies and mitigates potential risks and fraudulent activities by following established policies, monitoring transactions for irregularities, and escalating concerns as appropriate.
Personal Banker Wheatland BankPersonal BankerOmak, WAFull timeSpecific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. 2. Assist with wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist customers with checkbooks, process credit card/loan applications for customer, manages outgoing wires, solve fraud issues, notary, close accounts, etc.
Personal Banker (Spanish Speaking Preferred) WASHINGTON TRUST BANKPersonal Banker (Spanish Speaking Preferred)Moses Lake, WAFull timeYou'll engage in individual and team sales strategies, receive comprehensive training on Washington Trust Bank's products, and develop top-tier service and regulatory knowledge to support both internal and external clients. Join us in one of our 40+ Washington, Idaho, or Oregon branches as we work toward maintaining a strong, trust-based community in our branches, our bank, with our clients, and in our greater communities.
Personal Banker Washington FederalPersonal BankerBurlington, WA$21.29–$30.27 / hourFull timeWe seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation.
Universal Banker Olympia Federal SavingsUniversal BankerOlympia, WA$20.93–$28.81 / hourFull timePerform duties and apply full working knowledge of teller and lead teller positions, assisting those positions as needed, and answering inquiries regarding products and services. Excellent public and customer relations skills to effectively communicate with internal and external customers, determine their needs, and maintain confidence.
Personal Banker KeyBankPersonal BankerBonney Lake, WAFull timeConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Licensed Private Client Banker KeyBankLicensed Private Client BankerBellevue, WAFull timeConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Bank Sales & Service Representative (Universal Banker) First Citizens BankBank Sales & Service Representative (Universal Banker)Gig Harbor, WAFull timeOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Personal Banker Peoples State BankPersonal BankerWaukesha, WI$22–$26 / hourFull timeYou’ll also make thoughtful referrals to partners (mortgage, investment, commercial, and merchant services), support calling/marketing efforts, and help keep the branch’s sales goals on track. You’ll handle day-to-day transactions, open and maintain retail and business accounts, and complete consumer and home equity loans from application through decision.
Universal Banker Advance ServicesUniversal BankerNorfolk, NEIf you have excellent customer service skills , strong attention to detail, and enjoy working with people, this is the role for you. Assist customers with accounts and banking services.
Senior Banker I Middlesex Savings BankSenior Banker IWorcester, MAThe Senior Banker I promotes strong customer relationships as follows: • Conducts a wide array of customer transactions; • Recommends products and services in conformance with established Bank objectives; • Assists customers with questions and problem resolution, as requested. May perform the functions of a Senior Banker II, Senior Banker III, or Assistant Branch Manager in absence of said manager; this includes opening and or closing the branch facility and being the banker in charge on any given day.
Mortgage Banker Morgan StanleyMortgage BankerCoppell, TX$110,000–$190,000 / yearJob Description/Position Responsibilities: Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written, in order to: Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients (i.e., high loan amounts and complex income, asset, and vesting scenarios) and the appropriate/available products and pricing to meet the clients' needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Associate Private Banker Morgan StanleyAssociate Private BankerOmaha, NESkills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Coldwell Banker Branch Manager - Saint Paul, MN Anywhere Real Estate IncColdwell Banker Branch Manager - Saint Paul, MNSaint Paul, MNHome to some of the most recognized brands in real estate Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotheby''s International Realty, we fulfill our purpose to empower everyone''s next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Successful manager: Optimally runs branch's operations: hires, develops and rewards top talent; establishes and supervise office expenses and budgets; handles profit and loss to achieve annual profitability targets.
Senior Banker III Middlesex Savings BankSenior Banker IIIMAThe Senior Banker III promotes strong customer relationships as follows: conducts a wide array of customer transactions; recommends products and services in conformance with established Bank objectives; and assists customers with questions and problem resolution, as requested. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data.
Coldwell Banker Branch Manager - Columbus, OH Anywhere Real Estate IncColdwell Banker Branch Manager - Columbus, OHColumbus, OHHome to some of the most recognized brands in real estate Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotheby''s International Realty, we fulfill our purpose to empower everyone''s next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Successful manager: Optimally runs branch's operations: hires, develops and rewards top talent; establishes and supervise office expenses and budgets; handles profit and loss to achieve annual profitability targets.
Personal Banker Floating Renasant CorpPersonal Banker FloatingValdosta, GAPersonal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear.
Personal Banker Renasant CorpPersonal BankerFoley, ALPersonal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear.
Universal Banker Renasant CorpUniversal BankerMSDrive an exceptional customer experience in a branch environment through the execution of the bank's customer engagement model by deepening relationships, educating customers on the bank's products and services, offering appropriate financial solutions and guidance, opening accounts, performing teller transactions and proactively addressing emerging customer needs without the need to transfer the customer to another retail area of the branch. Work closely with line of business partners, the Retail Experience Administration, Learning and Development to maintain a working knowledge of all bank products, services, policies, processes, procedures and systems to effectively and knowledgeably engage customers, deliver financial solutions with urgency and accuracy, and perform branch operations.
Banker I Middlesex Savings BankBanker INatick, MAActual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. The Banker I promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution.
Universal Banker Burke & Herbert BankUniversal BankerSalem, WVAssist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance. Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc.
Universal Banker The Park BankUniversal BankerMadison, WIPerform additional responsibilities to include client service requests such as processing stop payments, wire transfers, placing check orders, processing special instructions on accounts and processing account maintenance requests. While processing routine client transactions, the Universal Banker will identify current and future financial needs and effectively refer and/or fulfill these sales to branch and strategic partners.