banking assistant

Lawrence Bank

<div><div><b>JOB SUMMARY</b></div><div></div><div><br>
The Commercial Loan Assistant (CLA) provides administrative and operational assistance to the commercial area of the bank. The CLA delivers customer service at the highest levels to both internal and external customers which includes performing research and resolving account/customer issues. The CLA works closely with commercial bankers, as assigned, and will provide telephone and in-person service to commercial banking customers.</div><div></div><div><b><br>
JOB DUTIES AND REPONSIBILITIES</b></div><div></div><div><br>
<ul><li>
Responsible for supporting commercial bankers with large and complex loan portfolios by assisting in the management of customer relationships and accounts by processing transactions, renewing loans, resolving account/customer issues and providing various other administrative support functions using a variety of banking and lending system applications.</li></ul></div><div></div><div><br>
<ul><li>
Promote an outstanding customer experience by exemplifying prompt follow-up and proactive internal/external customer communication, proper etiquette, and all other</li></ul></div><div>
professional customer service qualities to maximize the most out of the client relationships.</div><div></div><div><br>
<ul><li>
Basic understanding of loan documentation, credit policy and banking regulation to enable a constant review and stay up to speed on any changes with company credit policy and company compliance.</li></ul></div><div></div><div><br>
<ul><li>
Basic understanding of HMDA, CRA Community Development, and CRA Small Business Revenue inputs to ensure proper reporting and compliance for the bank.</li></ul></div><div></div><div><br>
<ul><li>
Coordinates the preparation of required loan documentation via worksheets/workflow system. Reviews all loan documents to ensure documentation is prepared according to written approval, coordinates execution of loan documents for new loans and renewals. Attends and completes all necessary training.</li></ul></div><div></div><div><br>
<ul><li>
Works closely with assigned bankers to assist with loans by obtaining financial data, drafting letters, clearing exceptions, and obtaining documentation. Coordinates with CPAs, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues. Coordinates title work and closing details with approved attorneys/title companies.</li></ul></div><div></div><div><br>
<ul><li>
Works closely with the assigned banker to assist in collecting financial data and client phone/email communication to better manage the overall client relationship. Other client related services include wires, NSF accounts and overdrafts. Should contain a basic understanding of financial statements and their interpretations.</li></ul></div><div></div><div><br>
<ul><li>
Responsible for monitoring reports such as past due, paid off loans, criticized assets, and maturing loan lists to assist and proactively inform banker of potential or pending issues along with providing support to minimize administrative issues such client past dues.</li></ul></div><div></div><div><br>
<ul><li>
Reviews maturing loan report monthly to manage upcoming processing requests.</li></ul></div><div></div><div><br>
<ul><li>
Reviews collateral/credit/financials exception reports weekly to manage to desired exception levels.</li></ul></div><div></div><div><br>
<ul><li>
May orient, train, assign, and review the work of lower-level commercial support staff.</li></ul></div><div></div><div><br>
<ul><li>
Performs other duties as required.</li></ul></div><div></div><div><b><br>
MINIMUM EDUCATION</b></div><div></div><div><br>
<ul><li>
High School Diploma or equivalent</li></ul></div><div></div><div><b><br>
MINIMUM EXPERIENCE</b></div><br>
<div></div><ul><li>
Two years&rsquo; experience in credit, customer service, or bank-related position</li><li>
Three to five years clerical, administrative support or general office experience</li></ul><div></div><div><b><br>
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES</b></div><br>
<div></div><ul><li>
Self-starter, ability to work independently.</li><li>
Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performing tasks in-depth knowledge of loan documentation</li><li>
General knowledge of financial statement analysis</li><li>
In-depth knowledge of treasury services, merchant services, card services, asset-based lending</li><li>
Ability to balance administrative functions and meet service expectations</li><li>
Effective written and oral communication skills</li><li>
Effective organizational skills</li><li>
Excellent customer service skills</li><li>
Advanced working knowledge of Microsoft office products and spreadsheet applications</li><li>
Proficient keyboarding and computer skills</li><li>
Detail-Oriented with exceptional organizational skills</li></ul></div><div></div>

Commercial Loan Assistant

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<div>At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.<br>
</div><div></div><br>
<div>As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts &ndash; helping clients achieve their financial goals.<br>
</div><div></div><br>
<div><b>Job Responsibilities</b>
</div><div><div><ul><li>Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.</li>
<li>Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.</li>
<li>Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.</li>
<li>Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions &ndash; introducing them to our team of experts to help achieve their financial goals.</li>
<li>Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.</li>
</ul><div><b>Required Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Ability to put clients first and exceed their expectations &ndash; delivering attentive and friendly service, creating a welcoming environment.
</li><li>Ability to build trusted relationships &ndash; demonstrating genuine care and concern during interactions with clients.</li>
<li>Ability to engage clients &ndash; communicating clearly and politely to understand and help, anticipating client needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing a consistent client experience.
</li><li>Ability to elevate the client experience &ndash; working collaboratively as a team to deliver seamless service with care and sincerity.</li>
<li>Ability to quickly and accurately learn products, services, and procedures.</li>
<li>Client service experience or comparable experience.</li>
<li>High school diploma or GED equivalent.</li>
</ul><div><b>Preferred Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Strong desire and ability to influence, educate, and connect customers to technology solutions.</li>
<li>Cash handling experience.</li>
</ul></div></div></div></div></div></div><div></div><b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<div>Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.<br>
</div><div></div><br>
<div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Part Time Associate Banker Georgia Northwest (30 Hours)

Part Time Associate Banker Austin Northwest (30 Hours)

Part Time (30 Hours) Associate Banker, Heber Branch, Heber City, UT

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<div>At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.<br>
</div><div></div><br>
<div>As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts &ndash; helping clients achieve their financial goals.<br>
</div><div></div><br>
<div><b>Job Responsibilities</b>
</div><div><div><ul><li>Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.</li>
<li>Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.</li>
<li>Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.</li>
<li>Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions &ndash; introducing them to our team of experts to help achieve their financial goals.</li>
<li>Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.</li>
</ul><div><b>Required Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Ability to put clients first and exceed their expectations &ndash; delivering attentive and friendly service, creating a welcoming environment.
</li><li>Ability to build trusted relationships &ndash; demonstrating genuine care and concern during interactions with clients.</li>
<li>Ability to engage clients &ndash; communicating clearly and politely to understand and help, anticipating client needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing a consistent client experience.
</li><li>Ability to elevate the client experience &ndash; working collaboratively as a team to deliver seamless service with care and sincerity.</li>
<li>Ability to quickly and accurately learn products, services, and procedures.</li>
<li>Client service experience or comparable experience.</li>
<li>High school diploma or GED equivalent.</li>
</ul><div><b>Preferred Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Strong desire and ability to influence, educate, and connect customers to technology solutions.</li>
<li>Cash handling experience.</li>
</ul><p>FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.</p>
</div></div></div></div></div></div><div></div><b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<div>Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.<br>
</div><div></div><br>
<div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Part Time Associate Banker Palm Springs (30 hours)

<div><p><b>Work Location:
</b></p>Bensalem, Pennsylvania, United States of America
<p></p><p><b>Hours:
</b></p>40
<p></p><p><b>Pay Details:
</b></p>$22.00 - $27.75 USD
<p></p><p>TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
</p><p></p><p>As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
</p><p></p><p><b>Line of Business:
</b></p>Personal &amp; Commercial Banking
<p><b>Job Description:
</b></p><p>The Banking Associate is a professional in banking, plays a key role in delivering TD&rsquo;s Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
</p><p></p><p><b>Depth &amp; Scope:
</b></p><ul><li>Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
</li><li>Delivers end-to-end advice customers expect: (1) building trust with educational content &amp; tools, (2) providing consultative support, and (3) advocating with proactive insights &amp; recommendations
</li><li>Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
</li><li>Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
</li><li>Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
</li><li>Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
</li><li>Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation &amp; management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
</li></ul><p></p><p><b>Education &amp; Experience:
</b></p><ul><li>High school diploma or GED
</li><li>1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
</li><li>Demonstrated Customer Service skills preferred
</li><li>Ability to work during operating hours to include evenings, weekends and holidays as scheduled
</li><li>Teller experience preferred
</li><li>Required to complete Teller training and part 1 of platform training upon hire
</li><li>Strong organization skills to handle multiple tasks in a fast-paced environment
</li><li>Excellent communication skills with ability to be concise, clear and consistent
</li><li>Demonstrated effective problem-solving skills
</li><li>Demonstrated ability to schedule and prioritize work
</li><li>Demonstrated ability to work independently and within deadlines
</li><li>Sound judgment in decision making and problem solving
</li><li>Proficient in Microsoft Office
</li><li>Notary License preferred
</li></ul><p></p><p><b>Customer Accountabilities:
</b></p><ul><li>Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
</li><li>Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
</li><li>Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
</li><li>Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
</li><li>Understands and supports the Bank's customer service strategy
</li><li>Considers the impact of decisions on the well-being of TD, its customers and stakeholders
</li><li>Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
</li><li>Ensures tasks are performed within established policy and procedures
</li><li>Successfully completes all required job specific, compliance-related training
</li><li>Understands, utilizes and follows compliance/risk and control programs
</li><li>Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
</li><li>Is knowledgeable of and complies with TD Code of Conduct
</li></ul><p></p><p><b>Shareholder Accountabilities:
</b></p><ul><li>Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
</li><li>Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
</li><li>Decisions &amp; processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
</li><li>Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
</li><li>Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
</li><li>Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
</li><li>Follows policy and procedure for Customer Authentication
</li><li>Acts as Dual Control agent when required
</li><li>Follows all required open/close procedures
</li></ul><p></p><p><b>Employee/Team Accountabilities:
</b></p><ul><li>Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
</li><li>the team
</li><li>Be an active participant in personal performance and development activities
</li><li>Acts as a brand champion both internally and externally
</li><li>Collaborates with team members in contributing to the success of the team and organization
</li><li>Partners as a team player
</li><li>Actively seeks opportunities to improve delivery of work with high attention to quality standards
</li><li>Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
</li><li>Positively embraces change
</li><li>Adheres and participates in TD's Shared Commitments
</li><li>Models quality service at every Customer interaction
</li><li>Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
</li><li>May train and act as a mentor to newer colleagues
</li></ul><p></p><p><b>Physical Requirements:
</b><br>
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
<br>
Domestic Travel &ndash; Occasional
<br>
International Travel &ndash; Never
<br>
Performing sedentary work &ndash; Frequent
<br>
Performing multiple tasks &ndash; Continuous
<br>
Operating standard office equipment - Continuous
<br>
Responding quickly to sounds &ndash; Continuous
<br>
Sitting &ndash; Frequent
<br>
Standing &ndash; Frequent
<br>
Walking &ndash; Frequent
<br>
Moving safely in confined spaces &ndash; Occasional
<br>
Lifting/Carrying (under 25 lbs.) &ndash; Occasional
<br>
Lifting/Carrying (over 25 lbs.) &ndash; Occasional
<br>
Squatting &ndash; Occasional
<br>
Bending &ndash; Occasional
<br>
Kneeling &ndash; Occasional
<br>
Crawling - Occasional
<br>
Climbing &ndash; Occasional
<br>
Reaching overhead &ndash; Occasional
<br>
Reaching forward &ndash; Occasional
<br>
Pushing &ndash; Occasional
<br>
Pulling &ndash; Occasional
<br>
Twisting &ndash; Occasional
<br>
Concentrating for long periods of time &ndash; Continuous
<br>
Applying common sense to deal with problems involving standardized situations &ndash; Continuous
<br>
Reading, writing and comprehending instructions &ndash; Continuous
<br>
Adding, subtracting, multiplying and dividing &ndash; Continuous
<br>
<br>
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
</p><p></p><p><b>Who We Are:
</b></p><p>TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
</p><p></p><p><b>Our Total Rewards Package<br>
</b></p><p><br>
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
</p><p></p><p><b>Additional Information:
</b><br>
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
<br>
<br>
<b>Colleague Development
</b></p><p>If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.<br>
</p><p></p><p>If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
</p><p></p><p>We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
</p><p></p><p><b>Training &amp; Onboarding
</b><br>
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
<br>
<br>
<b>Interview Process
</b><br>
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
</p><p></p><p><b>Accommodation
</b></p><p>TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
</p><p></p><p>If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</p></div>

Banking Associate - Bensalem-Street Road PA (Full Time)

Wells Fargo

<div><p><b>Why Wells Fargo:</b></p><p>
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!</p><p></p><p><b>
About this role:</b></p><p>
Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers&rsquo; goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence.</p><p></p><p>
You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth.</p><p></p><p>
As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo&rsquo;s training and coaching.</p><p></p><p><b>
In this role you will:</b></p><ul><li>
Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement</li><li>
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions</li><li>
Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals</li><li>
Support everyday banking needs, including new account openings, service requests, and credit applications</li><li>
Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards</li><li>
Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs</li><li>
Deliver accurate, compliant service while exercising sound judgement within defined risk controls</li><li>
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul><p><b>
Desired Qualifications:</b></p><ul><li>
Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations</li><li>
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement</li><li>
Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs</li><li>
Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience</li><li>
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed</li><li>
Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience</li><li>
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns</li></ul><p></p><p><b>
Job Expectations:</b></p><ul><li>
Ability to work a schedule that will include Saturdays</li><li>
Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support.</li></ul><ul><li>
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.</li><li>
This position is not eligible for Visa sponsorship</li></ul><p></p><p><b>
Posting Location(s):</b><b>
</b></p><ul><li><h3 class="jobSectionHeader"><b>6255 Bissonnet St</b><br>
<b>HOUSTON, TX 77081</b></h3></li></ul><p></p><p><b>
Posting End Date:</b></p><p></p>
15 Jun 2026<ul><li><b><i>Job posting may come down early due to volume of applicants.</i></b></li></ul><p></p><p><b>
We Value Equal Opportunity</b></p><p></p><p>
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.</p><p></p><p>
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit&rsquo;s risk appetite and all risk and compliance program requirements.</p><p></p><p>
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.</p><p></p><p><b>
Applicants with Disabilities</b></p><p></p><p>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.</p><p></p><p><b>
Drug and Alcohol Policy</b></p><p></p><p><br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.</p><p></p><p><b>
Wells Fargo Recruitment and Hiring Requirements:</b></p><p></p><p>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.</p><p>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</p></div><p></p>

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