branch banker

Wells Fargo

<div>Why Wells Fargo:
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 three &ndash; making us the #1 financial services employer &ndash; on the 2025 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:<ul><li>
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:</li><li>
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments</li><li>
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols</li><li>
Escalate banking related issues or business risks that require an in-depth evaluation</li><li>
Advise customers on various aspects of recommended and available financial options and services</li><li>
Maintain deep knowledge and understanding of Wells Fargo&rsquo;s banking, credit and investment financial solutions and services</li><li>
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients&rsquo; overall financial circumstances and goals</li><li>
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations</li><li>
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers&rsquo; financial needs and goals</li><li>
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially</li><li>
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances</li><li>
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs</li><li>
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul>
Required Qualifications:<ul><li>
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
3+ years of experience building and maintaining effective relationships with customers and partners</li><li>
3+ years of experience recommending products and services</li></ul>
Desired Qualifications:<ul><li>
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking</li><li>
Experience recommending financial services products and services</li><li>
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration</li><li>
State Insurance license(s)</li><li>
3+ years of experience in a licensed financial services position</li><li>
Customer service focus with experience handling complex transactions across multiple systems</li><li>
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business</li><li>
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention</li><li>
Ability to follow policies, procedures, and regulations</li><li>
Ability to educate and connect customers to technology and share the value of self-service digital banking options</li></ul><ul><li>
Experience using strong business acumen to provide financial services consultation to small business customers</li><li>
Knowledge and understanding of financial services consumer lending products</li><li>
Ability to interact with integrity and professionalism with customers and employees</li><li>
High motivation with ability to successfully meet team objectives while maintaining individual performance</li><li>
Experience mentoring and peer-coaching others</li></ul>
Job Expectations:<ul><li>
Ability to work a schedule that may include most Saturdays</li><li>
Adherence to Wells Fargo sales practices risk management culture</li><li>
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required</li><li>
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment</li><li>
State Insurance license(s) are required for this role and must be completed within a specified period</li><li>
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance</li><li>
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position</li><li>
 Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.</li><li>
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
This position is not eligible for Visa sponsorship</li></ul></div>

Senior Branch Premier Banker LP (SAFE) - Heritage North

Amegy Bank

At Amegy Bank, people and culture are at the heart of everything we do. “Everyone counts” isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring 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’re seeking an experienced, highly motivated, and customer-focused, bilingual in English and Spanish preferred professional to join our team as a Branch Relationship Banker (Personal Banker) at our Brooks City Base Banking Center in San Antonio, TX . In this role, you’ll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance.
 
This position offers excellent opportunities for career growth in the banking industry while playing a vital role in delivering outstanding customer experiences. If you’re passionate about serving your community, working collaboratively with a supportive team, and helping clients achieve their financial goals, we’d love to hear from you!
 
Key Responsibilities: 
Deliver comprehensive banking solutions to new and existing clients in the branch/banking center, with a strong emphasis on sales and exceptional service.
 
Accurately and promptly process cash transactions within authorized limits, while performing additional customer service responsibilities in the branch/banking center.
 
Open and maintain accounts, issue and activate ATM cards, originate and close consumer loans, and address client service inquiries.
 
Execute the sales discovery process and manage client relationships to identify needs and deliver tailored financial solutions.
 
Conduct financial needs assessments and recommend appropriate banking products and services.
 
Identify opportunities to refer clients to additional bank products and services, including commercial lending, and ensure timely follow-up.
 
Initiate and manage sales calls to prospective and current clients, promoting banking solutions and fostering long-term relationships.
 
Support retail initiatives by identifying and capitalizing on business opportunities that impact revenue growth and risk management.
 
Resolve client concerns promptly through direct action or by referring them to the appropriate branch/banking center or resources.
 
Ensure all activities are performed in strict compliance with applicable laws, regulations, and bank policies and procedures.
 
Follow all bank security protocols while safeguarding the confidentiality of client information and bank records.
 
Meet daily with the Branch Service Manager and Branch Manager to review progress toward individual and branch/banking center performance goals.
 
Perform additional responsibilities as assigned to support branch/banking center operations and client service.
 
Required Qualifications: 
High school diploma or equivalent required.
 
Minimum of 2 years’ banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role.
 
Bilingual proficiency in English and Spanish languages is preferred.
 
Experience in teller operations and new account services is highly preferred.
 
Experience in relationship-driven sales and familiarity with consumer lending application processes is strongly preferred.
 
Excellent communication and interpersonal skills with the ability to build strong client relationships.
 
Knowledge of a wide range of banking products and services, including deposit accounts, loans, credit cards, and investment solutions.
 
Strong sales skills with experience identifying opportunities, achieving targets, and cross-selling banking products and services to meet client needs.
 
Strong problem-solving skills with the ability to identify client needs, respond to inquiries, and resolve issues efficiently.
 
Strong negotiation skills with the ability to influence and guide clients toward appropriate banking solutions.
 
Strong attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment.
 
Proficient in basic mathematics and computer applications, with hands-on experience using banking software and systems.
 
Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act.
 
Work Schedule: 
Monday–Friday, 8:15 AM – 5:15 PM
 
Saturday, 8:45 AM – 1:15 PM
 
This is a full-time role (40 hours per week). A flexible schedule within the hours listed is required.
 
Employee Benefits: 
At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth.
 
Medical, Dental, and Vision Insurance – effective your first day
 
Mental health support, including coaching and therapy
 
Life and disability insurance
 
Paid Parental Leave and Adoption Assistance
 
Health Savings Account (HSA), Flexible Spending Account (FSA), and Dependent Care Accounts
 
401(k) with company match and profit sharing
 
Paid training, Paid Time Off (PTO), and 11 Paid Federal Holidays
 
Tuition reimbursement
 
Employee Ambassador preferred banking products
 
Competitive compensation based on experience
 
Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

Branch Relationship Banker (Personal Banker)—Bilingual English / Spanish Preferred—Brooks City Base / San Antonio, TX

Busey Bank

<div>Position Summary
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.<h2 class="jobSectionHeader">
Duties &amp; Responsibilities</h2>
Customer Service &amp; Relationship Building<ul><li>
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.</li></ul><ul><li>
Identify customer needs and offer solutions through the bank&rsquo;s products and services.</li><li>
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.</li><li>
Resolve customer concerns and issues promptly, ensuring a positive experience.</li></ul>
Sales &amp; Referrals<ul><li>
Promote and cross-sell bank products.</li><li>
Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.</li></ul>
Account Management<ul><li>
Open and manage a variety of accounts.</li><li>
Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.</li><li>
Provide assistance with and support for online banking services and digital banking tools.</li></ul>
Loan &amp; Credit Processing<ul><li>
Refer clients with credit needs to the appropriate banker or line of business.</li></ul>
Transactions &amp; Cash Handling<ul><li>
Process transactions with a high degree of accuracy.</li><li>
Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.</li></ul>
Compliance &amp; Risk Management<ul><li>
Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.</li><li>
Maintain confidentiality of customer information and ensure compliance with privacy regulations.</li><li>
Monitor for potential fraud or suspicious activity, following bank procedures to address issues.</li></ul>
Operational Support<ul><li>
Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.</li><li>
Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.</li></ul><h2 class="jobSectionHeader">
Education &amp; Experience</h2>
Knowledge of:<ul><li>
Strong sales and customer service skills</li><li>
Strong oral and written communication skills</li><li>
Basic math and accounting functions</li></ul>
Ability to:<ul><li>
Accurately count money</li><li>
Perform duties and make decisions under frequent time pressures</li><li>
Stand for extended periods of time</li><li>
Lift 50 pounds</li></ul>
Education and Training:<ul><li>
Requires a High School diploma.</li><li>
Requires previous banking and/or sales experience.</li><li>
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (&ldquo;SAFE Act&rdquo;), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System &amp; Registry (&ldquo;NMLS&rdquo;). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.</li><li>
Requires knowledge of Microsoft Office.</li></ul>
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $16-$19/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being&mdash;now and in the years to come&mdash;are important to us. Busey&rsquo;s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey&rsquo;s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey&rsquo;s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (&ldquo;Agency&rdquo;), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (&ldquo;Agreement&rdquo;). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
#HPBB</div>

Relationship Banker | Kumpf

F&M Trust

<div>F&amp;M Trust is looking to hire a Financial Services Representative (FSR) to service current and new customers of the bank. This individual will provide exceptional customer service while performing a wide array of transactions for our customers. Additionally, this individual will recommend bank products and services that will be of benefit to our customers. If not knowing bank products and services scares you, don't worry, we'll train you on product knowledge. And do you know what is even more exciting? After completing your initial training period, you'll advance your career in banking by gaining even more knowledge and skills that will enable to you open accounts for customers. All we ask from you is to be committed to building your knowledge and skills that will make you a successful contributor to our team.
This full-time financial services representative will work approximately 40 hours per week and receive a competitive wage and comprehensive benefits package. Incentives paid out for referring a customer to a product they don't currently have with the bank.
Location<ul><li>
This individual will work at different office locations within the Franklin County Market and our office in Hagerstown, MD.</li></ul>
Benefits Include<ul><li>
Medical, Dental, and Vision Insurance</li><li>
Paid Time Off and 11 Paid Bank Holidays</li><li>
401(k) with up to a 6% Match</li><li>
Wellness Programs</li><li>
Paid Life Insurance, Short-term Disability, and Long-term Disability</li><li>
Educational Assistance</li><li>
Ongoing Training and Advancement Opportunities</li><li>
And Much More!</li></ul>
Qualifications<ul><li>
High School diploma or equivalent</li><li>
Desire to excel in a sales and service environment</li><li>
Openness to training and development opportunities</li><li>
Communicates in a professional and courteous manner
</li><li>Supports and works well within a team environment</li><li>
Able to adapt to change and multiple priorities</li><li>
Detail-oriented</li><li>
Outgoing personality</li><li>
Previous customer service, sales, and/or cash handling experience is preferred, but not required</li></ul>
To help our job title resonate with you, other financial institutions may title their positions like the following: bank teller, banking associate, banking representative, branch banker, community banking associate, csr, customer service associate, customer service representative, member services representative, msr, personal banker, relationship banker, retail associate, retail banker, sales associate, sales rep, sales representative, teller, teller/CSR, universal banker, or universal teller 
F&amp;M Trust is an Equal Opportunity Employer - Disability/Vet</div>

Floating Bank Teller

DFCU Financial

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.
 
Are you passionate about building relationships and helping members achieve their financial goals? As a Relationship Banker, you’ll be the face of our credit union—providing exceptional service, offering tailored financial solutions, and handling transactions with accuracy and efficiency. You'll engage with members, identify their needs, and proactively recommend products and services that support their financial well-being. If you're a motivated team player with a sales mindset and a commitment to outstanding service, we want you on our team!
 
The Opportunity: Our Garden City branch is seeking a full-time Relationship Banker to join their team!
 
What You’ll Do: 
<ul>
<li>Maintain a high level of product knowledge in order to efficiently serve members.</li>
<li>Provide superior service to prospective and existing members in a timely manner.</li>
<li>Actively promote and communicate potential financial opportunities.</li>
<li>Meet individual sales goals.</li>
<li>Keep current on individual and team sales and service results.</li>
<li>Process new accounts and daily work accurately and efficiently.</li>
<li>Use membership data to proactively offer additional products and services to members.</li>
<li>Accurately process teller transactions in a multitasking environment and maintain cash balancing standards.</li>
<li>Adhere to branch compliance and security procedures.</li>
<li>Conduct loan closings</li>
<li>Participate in the branch team development program.</li>
<li>Assist co-workers with transactions and procedures.</li>
<li>Balance daily membership and loan transactions.</li>
<li>Provide notary services.</li>
<li>Work in any assigned area of the branch as needed.</li>
<li>Saturday hours required.</li>
<li>Efficiently handle large amounts of cash.</li>
<li>Additional training and meeting times required; travel may be required.</li>
</ul>
What You'll Need: 
<ul>
<li>High school diploma or equivalent.</li>
<li>One year goal driven sales experience in a financial institution.</li>
<li>Demonstrated customer service skills.</li>
<li>Ability to provide superior service to members on all products, using effective sales skills.</li>
<li>Willingness to work in fast paced, goal-oriented environment.</li>
<li>Ability to become an expert in evaluating member needs, while making our member your priority.</li>
<li>Excellent interpersonal skills, including effective verbal and written communication.</li>
<li>Consistent, positive, cooperative, self-motivated, courteous and professional attitude.</li>
<li>Ability to move up to 50 lbs.</li>
<li>Computer literate, proficient in Microsoft Windows.</li>
<li>Ability to function as a team player in a dynamic environment.</li>
<li>Must be self-motivated, flexible and able to organize priorities.</li>
<li>Willingness and ability to work at any of our branch offices.</li>
</ul>
What We Offer: 
<ul>
<li>Monthly cash incentives for meeting performance goals</li>
<li>Employee bonus program</li>
<li>Paid lunch time</li>
<li>Employee referral payouts for recruiting your friends and family</li>
<li>Paid time off</li>
<li>Paid holidays (13 per year)</li>
<li>401k plan match, dollar for dollar up to 4%</li>
<li>401k additional employer contribution after one year at 5%</li>
<li>Tuition reimbursement / Education assistance</li>
<li>Medical, dental and vision insurance effective date of hire</li>
<li>Health savings account (HSA)</li>
<li>Flexible spending accounts for medical and dependent care expenses</li>
<li>Adoption assistance for qualified expenses maximum $10,000 per child</li>
<li>Wellness initiatives and reimbursements</li>
<li>Pre-paid legal services plan</li>
<li>Identity protection plan</li>
<li>Accident supplemental plan</li>
<li>Short- & long-term disability plans paid for by company</li>
<li>Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child</li>
<li>Pet Insurance</li>
<li>Free financial planning assistance</li>
<li>Numerous fun employee events throughout the year</li>
<li>Volunteer and community engagement opportunities</li>
<li>Employee loan discounts (closed-end loans)</li>
<li>Service / anniversary awards</li>
<li>Employee discounts for company logo wear</li>
<li>Recognition and awards for outstanding team and individual performance (branch and member service center employees)</li>
<li>Ongoing training opportunities</li>
<li>Leadership development program</li>
<li>Flexible scheduling for students</li>
</ul>
Equal Opportunity Employer / Disabled / Veterans

Relationship Banker - Garden City branch

<div>Why Wells Fargo:
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 three &ndash; making us the #1 financial services employer &ndash; on the 2025 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!
About this role:
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business divisions at wellsfargojobs.com.
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
In this role you will:<ul><li>
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:</li><li>
Participate in building relationships with customers and spend time understanding required needs</li><li>
Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs</li><li>
Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers</li><li>
Present recommendations for resolving inquiries and service requests regarding customers' accounts</li><li>
Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers</li><li>
Provide information to internal partners and external sources to further enhance the customer experience</li><li>
Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs</li><li>
Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs</li><li>
Provide self-service digital banking options to customers</li><li>
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul>
Required Qualifications:<ul><li>
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience</li><li>
1+ year of building and maintaining effective relationships with customers and partners</li></ul>
Desired Qualifications:<ul><li>
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li><li>
State Insurance license(s)</li><li>
Customer service focus with experience handling transactions across multiple systems</li><li>
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues</li><li>
Strong verbal, written, and interpersonal communication skills</li><li>
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business</li><li>
Ability to be proactive, innovative, and creative in meeting customer and enterprise needs</li><li>
Ability to make client calls and actively participate in the sales development process</li><li>
Knowledge and understanding of retail compliance controls, risk management, and loss prevention</li><li>
Ability to follow policies, procedures, and regulations</li><li>
High motivation with ability to successfully meet team objectives while maintaining individual performance</li><li>
Experience mentoring and peer- coaching</li><li>
Experience assessing customer needs and recommending products/services to fulfill those needs</li><li>
Experience using business acumen to provide financial services consultation to small business customers</li><li>
Knowledge and understanding of financial services consumer lending products</li><li>
Ability to educate and connect customer to technology and share the value of mobile banking options</li><li>
Ability to interact with integrity and professionalism with customers and employees</li></ul>
Job Expectations:
<ul><li>Ability to work a schedule that may include most Saturdays</li><li>
Adherence to Wells Fargo sales practices risk management culture</li><li>
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required</li><li>
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment</li><li>
State Insurance license(s) are required for this role and must be completed within a specified period</li><li>
Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance</li><li>
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance</li><li>
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position</li><li>
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards</li><li>
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Locations:
<ul><li>26791 Tamiami Trail, Bonita Springs, FL</li><li>
9150 Bonita Beach Rd, Bonita Springs, FL</li><li>
5094 Airport Rd N, Naples, FL</li><li>
900 5th Ave S, Naples, FL</li><li>
12604 E Tamiami Trl, Naples, FL</li><li>
4795 Golden Gate Pkwy, Naples, FL</li><li>
1090 N Collier Blvd, Marco Island, FL</li><li>
11075 N Tamiami Trail, Naples, FL</li><li>
820 Park Shore Dr, Naples, FL</li><li>
15219 Collier Blvd, Naples, FL</li><li>
7255 Radio Rd, Naples, FL</li><li>
2470 Vanderbilt Beach Rd, Naples, FL</li></ul></div>

Relationship Banker Naples District

<div>
 F&amp;M Trust is looking to hire a Financial Services Representative (FSR) at our Greencastle Office. As an FSR, one will service current and new customers of the bank. This individual will provide exceptional customer service while performing a wide array of transactions for our consumer and business customers. Additionally, this individual will recommend bank products and services that will benefit our customers. If not knowing bank products and services scares you, don't worry, we'll train you on product knowledge. And do you know what is even more exciting? After completing your initial training period, you'll advance your career in the banking industry by gaining even more knowledge and skills that will enable to you open accounts for customers. All we ask from you is to be committed to building your knowledge and skills that will make you a successful contributor to our team.
 
 
 This full-time financial services representative will work approximately 36-40 hours per week and receive a competitive wage and comprehensive benefits package.
 
 
 Benefits Include
 
 
 <ul>
 <li>
 Medical, Dental, and Vision Insurance
 </li>
 <li>
 Immediate Access to Paid Time Off and 11 Paid Bank Holidays Annually
 </li>
 <li>
 401(k) with up to a 6% Match
 </li>
 <li>
 Wellness Programs
 </li>
 <li>
 Paid Life Insurance, Short-term Disability, and Long-term Disability
 </li>
 <li>
 Educational Assistance
 </li>
 <li>
 Ongoing Training and Advancement Opportunities
 </li>
 <li>
 And Much More!
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 High School diploma or equivalent
 </li>
 <li>
 Desire to excel in a sales and service environment
 </li>
 <li>
 Openness to training and development opportunities
 </li>
 <li>
 Communicates in a professional and courteous manner
 </li>
 <li>
 Supports and works well within a team environment
 </li>
 <li>
 Able to adapt to change and multiple priorities
 </li>
 <li>
 Detail-oriented
 </li>
 <li>
 Outgoing personality
 </li>
 <li>
 Previous customer service, sales, and/or cash handling experience is preferred, but not required
 
 
 </li>
 </ul>
 The Team
 
 
 At the Greencastle Office, the full team consists of an Community Office Manager who oversees a cluster of offices - Greencastle and Marion, Assistant Community Office Manager, Senior Financial Services Representative, Relationship Banker and 2 other full-time FSRs beyond this position. The Greencastle team will also work closely with the Marion team on an ongoing basis.
 
 
 To help our job title resonate with you, other financial institutions may title their positions like the following: bank teller, banking associate, banking representative, branch banker, community banking associate, csr, customer service associate, customer service representative, member services representative, msr, personal banker, relationship banker, retail associate, retail banker, sales associate, sales rep, sales representative, teller, teller/CSR, universal banker, or universal teller.
 
 
 F&amp;M Trust is an Equal Opportunity Employer - Disability/Vet
 
 
 Salary: $16.00 - $18.00 per hour
 
 
 
 Job Posted by ApplicantPro
 
</div>

Bank Teller

Search 2845+ Branch banker jobs near you this March. New roles added regularly across leading industries. Apply today.