financial services representative

Mountain America Credit Union

<div></div><div><div>Please reference the schedule and minimum qualifications listed below before applying.</div><div></div><div>
If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.</div><div></div><div>
Job Summary</div>
At Mountain America, the Financial Services Representative (FSR) recognizes and meets member needs by providing quality service through loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams.<div></div><div>
Job Description</div><div>
LOCATION</div><div>
1183 West 400 South</div><div>
Springville, UT 84663</div><div></div><div>
SCHEDULE</div><div>
Full Time; Monday &ndash; Friday 8:40am &ndash; 6:15pm</div><div>
 Saturdays 8:40am &ndash; 2:15pm *Day off during the week when a Saturday is worked*</div><div></div><div>
TRAINING SCHEDULE</div><ul><li>
We provide paid training to ensure you&rsquo;re fully prepared for your role. Training will last one week</li><li>
Training Hours: Monday &ndash; Friday, 9:00 AM &ndash; 6:00 PM</li><li>
Location: Springville Branch</li></ul><div></div><div>
 **This position is considered &quot;Hire Ahead&quot;, which means that at any point it could be assigned to another branch within a 10-20 miles radius.**</div><div></div><div>
 *Bilingual English/Spanish preferred but not required*</div><div></div><div>
At Mountain America, we are committed to taking care of all our employees.</div><ul><li>
Starting competitive pay of $18.25 per hour and can increase depending on experience, plus incentives</li><li>
Performance reviews with opportunities to increase compensation</li><li>
Excellent medical and dental benefits with minimal employee contribution (full time employees)</li><li>
Paid time off, volunteer time off, and paid holidays</li><li>
Matching 401K</li><li>
Tuition assistance</li><li>
Professional development</li><li>
And more!</li></ul><div>
To be effective, an individual must be able to perform each job duty successfully.</div><div></div><div>
Member Focus</div><ul><li>
Provides exceptional member service to credit union membership by assessing member needs, advising to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member&rsquo;s needs and accomplish the credit union objectives.</li><li>
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach</li><li>
Consistent focus on increasing member satisfaction, building the membership base and account retention</li><li>
Expected to meet sales and service goals</li><li>
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services</li><li>
Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.</li><li>
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach</li></ul><div></div><div>
Loan Servicing</div><ul><li>
Originates loans by accepting, reviewing, and approving loan applications.</li><li>
Interviews loan applicants, reviewing credit report and cross-sells loans.</li><li>
Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans</li><li>
Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position</li><li>
Loan Underwriters, Title Specialist</li></ul><div></div><div>
Other Responsibilities</div><ul><li>
Acts as a liaison to Business Services</li><li>
Reaches out to the community through outbound phone calls and by attending SEG events</li><li>
Performs Teller duties as needed</li><li>
Represents the credit union in a professional manner, both in dress and in actions</li><li>
Keeps work area neat and clean</li><li>
Responds to email/voicemail/missed calls/other communication in a timely manner</li><li>
Actively participates and completes product knowledge courses</li><li>
Complies with all regulations as required by law</li><li>
May require travel to other branches</li><li>
Performs other duties as assigned</li></ul><div></div><div>
KNOWLEDGE, SKILLS, and ABILITIES<br>
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.</div><div></div><div>
Experience</div><ul><li>
At least one year of retail banking or related sales and customer service experience</li><li>
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.</li><li>
Ability to multi-task and maintain composure while handling all member activities and requests</li><li>
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.</li><li>
Ability to perform mathematical calculations.</li><li>
Ability to communicate effectively using written and verbal communication</li></ul><div><br>
Education</div><div>
High school diploma or equivalent</div><div></div><div>
Licenses, Certificates, Registrations, Trainings</div><div>
To be completed during the first 90 days:</div><ul><li>
MSR Certification Package:<ul><li>
Teller Follow-up Training</li><li>
MSR Sales Certification</li></ul></li><li>
Annual FSR Certification</li></ul><div></div><div>
Training to be completed generally during the first 90 days:</div><ul><li>
New Account Training</li><li>
IRA Training</li><li>
Loan Training</li><li>
Loan Follow-up Training</li><li>
Notary Public</li><li>
NMLS Certification</li><li>
Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration</li></ul><div></div><div>
Computer/Office Equipment Skills</div><ul><li>
Basic computer operating skills</li><li>
Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)</li><li>
Type a minimum of 35 words per minute preferred</li><li>
Symitar experience preferred</li></ul><div></div><div>
Managerial Responsibility</div><div>
No supervisory/managerial responsibilities</div><div></div><div>
Other Skills and Abilities</div><ul><li>
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence</li><li>
Ability to multi-task and maintain composure while handling all member activities and requests</li><li>
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service</li><li>
Ability to perform mathematical calculations</li><li>
Ability to communicate effectively using written and verbal communication</li><li>
Thorough knowledge of credit union policies, procedures and regulations</li><li>
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service</li><li>
Ability to perform mathematical calculations</li><li>
Ability to communicate effectively using written and verbal communication</li></ul><div></div><div>
PHYSICAL ABILITIES / WORKING CONDITIONS</div><div></div><div>
Physical Demands</div><ul><li>
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently</li><li>
Ability to stand, walk, kneel and crouch occasionally</li></ul><div></div><div>
Vision Requirements</div><ul><li>
Close vision (clear vision at 20 inches or less)</li><li>
Distance Vision (clear vision at 20 feet or more)</li></ul><div></div><div>
Weight Lifted or Force Exerted</div><div>
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally</div><div></div><div>
Environmental</div><div>
There are no unusually environmental factors</div><div></div><div>
Noise Environment</div><div>
Moderate noise (business office with computers and printers, light traffic)</div><div></div><div><i>
***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***</i></div><div></div><div>
#LI-IL1</div><div>
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.</div></div>

Hire Ahead Financial Service Representative (Loan Officer) - Spanish Speaking Preferred

<div></div><div><div>Please reference the schedule and minimum qualifications listed below before applying.</div><div></div><div>
If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.</div><div></div><div>
Job Summary</div>
At Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America.<div></div><div>
Job Description</div><div>
Location</div><div>
Magna 3500 S Branch</div><div>
8349 West 3500 South<br>
Magna, UT 84044</div><div></div><div>
Schedule</div><div>
Part Time; Monday &ndash; Friday 8:40am &ndash; 6:15pm; Saturdays 8:40am &ndash; 2:15pm *Day off during the week when a Saturday is worked*</div><div></div><div><i>
At Mountain America, we are committed to taking care of all our employees</i>.<br>
<ul><li>Starting competitive pay of $17.00 per hour and can increase depending on experience, plus incentives</li><li>Performance reviews with opportunities to increase compensation</li><li>Excellent medical and dental benefits with minimal employee contribution (full time employees)</li><li>Paid time off, volunteer time off, and paid holidays</li><li>Matching 401K</li><li>Tuition assistance</li><li>Professional development</li><li>And more!</li></ul></div><div></div><div>
To be effective, an individual must be able to perform each job duty successfully.</div><div></div><div>
Member Focus</div><ul><li>
Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member&rsquo;s needs and accomplish the credit union objectives.</li><li>
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach</li><li>
Consistent focus on increasing member satisfaction and account retention</li><li>
Expected to meet sales and service goals</li><li>
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services</li><li>
Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.</li><li>
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach</li></ul><div></div><div>
Branch Operations</div><ul><li>
Maintains cash drawer</li><li>
Initiates wire transfers, cashiers checks, and cash advances</li><li>
Creates VISA cards</li><li>
Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds</li><li>
Uses judgement to place appropriate check holds and issue fee reversals</li><li>
Assist fraud victims by processing fraud disputes</li><li>
Accurately and efficiently processes transactions in accordance with established policies and procedures</li><li>
Assists in the opening and closing procedures of the branch</li><li>
Responsible for Branch Security which includes vault combinations, security codes, and member information.</li></ul><div></div><div>
Other Responsibilities</div><ul><li>
Represents the credit union in a professional manner, both in dress and in actions</li><li>
Keeps work area neat and clean</li><li>
Responds to email/voicemail/missed calls/other communication in a timely manner</li><li>
Actively participates and completes product knowledge courses</li><li>
Travel may be required</li><li>
Complies with all regulations as required by law</li><li>
Performs other duties as assigned</li></ul><div></div><div>
KNOWLEDGE, SKILLS, and ABILITIES<br>
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.</div><div></div><div>
Experience<br>
At least six months of customer service experience.</div><div>
Industry experience preferred.</div><div></div><div>
Education<br>
High school diploma or equivalent</div><div></div><div>
Licenses, Certificates, Registrations, Trainings</div><ul><li>
A valid driver&rsquo;s license is required</li></ul><div></div><div>
To be completed during the first 90 days:</div><ul><li>
MSR onboarding through the following:<ul><li>
Branch Foundations</li><li>
Teller Branch Checklist</li><li>
Products &amp; Services</li><li>
Teller Follow-up Training</li></ul></li></ul><div></div><div>
Computer/Office Equipment Skills</div><ul><li>
Proficient computer operating skills</li><li>
Understanding of Microsoft Office Suite (Outlook, Word, Excel)</li></ul><div></div><div>
Managerial Responsibility</div><div>
No supervisory/managerial responsibilities</div><div></div><div>
Other Skills and Abilities</div><ul><li>
Thorough knowledge of credit union policies, procedures and regulations</li><li>
Ability to identify lending opportunities and make recommendations.</li><li>
Ability to cross-sell financial services of the credit union to create exceptional member service</li><li>
Ability to perform financial calculations</li><li>
Ability to communicate effectively and persuasively using written and verbal communication</li><li><i>
Bilingual: English/Spanish required</i></li></ul><div></div><div>
PHYSICAL ABILITIES / WORKING CONDITIONS</div><div></div><div>
Physical Demands</div><ul><li>
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently</li><li>
Ability to stand, walk, kneel and crouch occasionally</li></ul><div></div><div>
Vision Requirements</div><ul><li>
Close vision (clear vision at 20 inches or less)</li><li>
Distance Vision (clear vision at 20 feet or more)</li></ul><div></div><div>
Weight Lifted or Force Exerted</div><div>
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally</div><div></div><div>
Environmental</div><div>
There are no unusually environmental factors</div><div></div><div>
Noise Environment</div><div>
Moderate noise (business office with computers and printers, light traffic)</div><div>
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.</div></div>

Part Time Member Service & Sales (Teller) - Bilingual Required (English/Spanish)

SouthState Bank

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
<br><br>
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
<br>SUMMARY/OBJECTIVES
<br>The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers’ financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
<br><br>
ESSENTIAL FUNCTIONS
<br>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<br>Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
<br>Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
<br>Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
<br>Presents a neat and professional personal appearance, in accordance with bank policy.
<br>Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
<br>Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
<br><br>
<b>Teller Duties:</b><br>
Processes transactions for savings, checking, and loan accounts.
<br>Maintains a neat and orderly work area.
<br>May assist in guiding and training new tellers.
<br>May allow customers access to safe deposit boxes.
<br>Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
<br>Sells certified checks.
<br>Balances transactions daily.
<br>May service/balance ATM.
<br>May utilize the branch capture system.
<br>Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
<br>Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
<br><br>
<b>FSR Duties:</b><br>
Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
<br>Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them.
<br>Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
<br>Is knowledgeable of financial services offered by the bank.
<br>Shows sincere appreciation for each customer’s time and business. Gives business card if not already given.
<br>Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
<br>Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
<br><br>
UNIVERSAL BANKER FUNCTIONS
<br>One year of teller or cash handling experience and six months customer relationship building or sales experience
<br>Demonstrated expertise in the Teller II and basic FSR job functions
<br>Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
<br>Other duties as assigned
<br><br>
Qualifications, Education, and Certification Requirements
<br><b>Education :</b> High School diploma or equivalent
<br><b>Experience :</b> Cash handling, sales, customer service. Previous banking experience preferred.
<br><b>Specific Knowledge :</b> Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
<br><br>
TRAINING REQUIREMENTS/CLASSES
<br>The SouthState Way New Team Member Orientation
<br>Teller Foundations
<br>Banker Foundations
<br>All assigned Regulatory Compliance Training
<br>Acknowledgement of all policies through DocuSign as assigned
<br>Additional training may be required dependent upon experience
<br><br>
PHYSICAL DEMANDS
<br>Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
<br><br>
WORK ENVIRONMENT
<br>This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
<br><br>
TRAVEL
<br>Travel may be required to come to meetings or training as needed.
<br><br>
Equal Opportunity Employer, including disabled/veterans.

Universal Banker I -McKinney Henneman, Texas

Truist

<div><p><b>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.</b></p><p></p><p>
Need Help?</p><p></p><p><i>
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to </i><i>Accessibility</i><i> (accommodation requests only; other inquiries won't receive a response).</i></p><p></p><p><b>
Regular or Temporary:</b></p>
Regular<p></p><p><b>
Language Fluency: </b>English (Required)</p><p></p><p><b>
Work Shift:</b></p>
1st shift (United States of America)<p></p><div><b>
Please review the following job description:</b></div><p></p>
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed.<p></p><p>
ESSENTIAL DUTIES AND RESPONSIBILITIES<br>
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time.<br>
1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.<br>
2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.<br>
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.<br>
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines<br>
5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.<br>
6. Advises on consumer lending options and takes loan applications.<br>
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.<br>
8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.<br>
QUALIFICATIONS<br>
Required Qualifications:<br>
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<br>
1. High school diploma or equivalent education<br>
2. 2 years of client sales and service experience<br>
3. Experience with sourcing and prospecting for new clients and client relationship building<br>
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects<br>
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office<br>
6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements<br>
7. Ability to multi-task under time constraints<br>
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes<br>
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included</p><p>
Preferred Qualifications:<br>
1. Associate&rsquo;s degree or higher<br>
2. Demonstrated ability to handle multiple priorities under time constraints<br>
3. Excellent verbal and written communication skills<br>
4. Ability to respond in a professional manner with a high level of service quality<br>
5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients<br>
6. Demonstrated ability in meeting or exceeding sales goals<br>
7. General understanding of bank operations, policies and procedures</p><p></p><p><b>
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: </b>All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.</p><p></p><p><b><i>
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.</i></b></p><p></p><p>
EEO is the Law E-Verify IER Right to Work</p></div>

Relationship Banker/Senior Relationship Banker - Midcity

Davies Talent Solutions

<strong>Launch Your Financial Services Career with a Thriving Firm!</strong>My client is a well-established yet expanding firm within the financial services industry. We pride ourselves on our dynamic and supportive work environment, offering exceptional opportunities for ambitious individuals to learn, grow, and build a successful career.<strong>The Opportunity:</strong>Are you a recent graduate looking for your first step into the exciting world of financial services?We are seeking enthusiastic and driven individuals to join our growing team. This role offers a unique entry point into the financial services sector, providing a platform to develop valuable skills and gain exposure to various aspects of our business.<strong>What We're Looking For:</strong><ul> <li>Educated up to degree level</li><li>Excellent communication and interpersonal skills.</li><li>A proactive and eager attitude with a strong desire to learn.</li><li>The ability to work effectively both independently and as part of a team.</li><li>A strong work ethic and a commitment to delivering high-quality results.</li></ul> <strong>What We Offer:</strong><ul> <li>A fantastic opportunity to launch your career in the financial services industry.</li><li>Comprehensive training and ongoing support to help you succeed.</li><li>Excellent opportunities for career growth and professional development within a fast-growing company.</li><li>A supportive and collaborative work environment.</li></ul>

Customer Acquisition Agent

Banner Bank

Please take time to review Banner Bank's Consent & Privacy notice before applying. <br> Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. <br> <b>Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings</b> on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. <br> More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. <br> With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. <br> As a <b>Banker</b> for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments. <br> As a <b>Banker</b> for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments. <br><ul><li><p>What you'll need</p><p><li>3 or more months of job-related experience including cash handling, client service and sales required</li><li>Previous Teller experience preferred</li><li>Strong organizational skills; basic skills in math, negotiation, and problem solving</li><li>Effective verbal and written communication skills; proper phone and email etiquette</li><li>Good interpersonal and relationship building skills; excellent customer service skills</li><li><b>NOTE: higher levels of experience may be considered for a higher-level role in the same job.</b></li></p></li><li><p>Our Process</p><p><li>Complete a simple application and answer a few questions</li><li>Take a quick assessment that gives us a little more insight on your work style</li><li>Have a phone interview with the manager or recruiter</li><li>Have an on-site interview with the manager and another key member or two of the team</li><li>Get an offer if it's the right fit for you and Banner</li><li>Start working after a background check and kick-off an amazing career</li></p></li><li><p>Compensation and Benefits</p><p><li>Targeted starting hourly range (based on experience): <b>$18+/hour</b></li><li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li><li>Paid vacation time, sick time and 11 company paid holidays</li><li>401k (with up to 4% match)</li><li>Tuition reimbursement </li><li>Get more information at: Employee Benefits Banner Bank </li></p></li><li><p>What you'll need</p><p><li>3 or more months of job-related experience including cash handling, client service and sales required</li><li>Strong organizational skills; basic skills in math, negotiation, and problem solving</li><li>Effective verbal and written communication skills; proper phone and email etiquette</li><li>Good interpersonal and relationship building skills; excellent customer service skills</li><li> <b>NOTE: higher levels of experience may be considered for a higher level role in the same job.</b> </li></p></li><li><p>Our Process</p><p><li>Complete a simple application and answer a few questions</li><li>Take a quick assessment that gives us a little more insight on your work style</li><li>Have a phone interview with the manager or recruiter</li><li>Have an on-site interview with the manager and another key member or two of the team</li><li>Get an offer if it's the right fit for you and Banner</li><li>Start working after a background check and kick-off an amazing career</li></p></li><li><p>Compensation and Benefits</p><p><li>Targeted starting hourly range (based on experience): <b>$18+/hour</b></li><li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li><li>Paid vacation time, sick time and 11 company paid holidays</li><li>401k (with up to 4% match)</li><li>Tuition reimbursement </li><li>Get more information at: Employee Benefits Banner Bank </li></p></li></ul>

Banker I

Client of IDEX Consulting Ltd

<p>This hire is to specifically support the financial services regulatory product offering. The practice may be subdivided into three parts: (i) freestanding contentious and non-contentious regulatory advice; (ii) transaction support (predominantly fund establishment and corporate support) and (iii) legislative drafting. Experience of working with a local or international regulator would be advantageous.</p>
<p><b>The ideal candidate will have some of the following experience / knowledge:</b></p>
<ul>
<li>regulatory licensing</li>
<li>fund/asset management</li>
<li>asset management distribution models,</li>
<li>payment services and fintech</li>
<li>markets and investment services</li>
<li>compliance (conduct of business and prudential is preferred)</li>
<li>banking products</li>
</ul>

Lawyer - Financial Services Regulation

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