mortgage banker

Zenith Bank & Trust

Join Zenith Private Bank &amp; Trust and become part of an elite team driven by a profound mission: to provide concierge financial services that deliver true peace of mind while helping clients live their best lives. Here, you'll find a strong sense of purpose in building lasting, trust-based relationships with high-net-worth individuals and families, delivering personalized, frictionless solutions that secure their financial visions. Our entrepreneurial culture empowers you to innovate, take ownership, and shape client outcomes in a collaborative, high-touch environment, offering the rare opportunity for exceptional professional growth in a dynamic, relationship-focused private banking setting where your impact truly matters.Position Overview:We are seeking an experienced and client-centric Private Mortgage Banker to join our Private Bank team. In this specialized role, you will serve as the primary mortgage expert for high-net-worth individuals, families, and business owners, originating and structuring sophisticated residential and non-traditional mortgage solutions while driving significant growth in loan production and overall client wallet share.Key Responsibilities:<ul><li>Proactively source and acquire new high-net-worth mortgage clients through personal networks, referrals, real estate professionals, and targeted outreach.</li><li>Drive measurable growth in loan production volume, quality, and profitability while expanding client relationships through cross-selling of deposits, investments, and other private banking services.</li><li>Build and maintain deep, trust-based relationships with affluent clients by understanding their complex financial circumstances, real estate goals, and liquidity needs.</li><li>Originate, structure, and close a portfolio of residential mortgages, including jumbo, non-QM, portfolio, bridge, construction-to-permanent, and custom lending solutions tailored to sophisticated borrowers.</li><li>Achieve and exceed assigned targets for loan origination volume, revenue, client acquisition, and cross-sell penetration.</li><li>Conduct thorough financial analysis, ensure strong credit quality and regulatory compliance, and manage pipeline and closing processes efficiently.</li><li>Collaborate closely with internal partners (e.g., private bankers, relationship managers, credit underwriting, wealth planning, and title/closing teams) to deliver seamless, high-touch mortgage experiences.</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree in finance, business, real estate, or a related field; advanced degree or professional certifications a plus.</li><li>8+ years of mortgage lending experience with a strong focus on jumbo, and non-traditional/private banking mortgage products; prior private banking or wealth management mortgage experience highly preferred.</li><li>Active mortgage loan originator (MLO) license (NMLS) in good standing required.</li><li>Deep knowledge of residential mortgage products, underwriting guidelines (agency, non-agency, portfolio), pricing strategies, and regulatory requirements (TRID, RESPA, Reg Z, etc.).</li><li>Proven track record of originating high-balance loans, meeting production goals, and cultivating long-term client relationships.</li><li>Exceptional sales, negotiation, presentation, and interpersonal skills with the ability to engage and advise high-net-worth clients.</li><li>Results-driven with strong organizational skills and proficiency in mortgage origination systems, CRM tools, and financial analysis software.</li></ul>This role offers the opportunity to work with an elite clientele in a collaborative private banking environment, with competitive compensation tied to production and revenue generation.For more information, please contact: Savannah Williams Executive Assistant &amp; Marketing Coordinator(480) 903-3619savannah.williams@zenithprivate.comBenefits:<ul><li>401(k) matching</li><li>Paid time off</li></ul>Work Location: In person

Private Mortgage Banker

Wells Fargo

<div>About this role:
Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. 
In this role, you will:<ul><li>
Participate in soliciting residential mortgages from various sources</li><li>
Produce high quality jumbo loans which are compliant and provide excellent customer service</li><li>
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources</li><li>
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market</li><li>
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans</li><li>
Understand real estate appraisals, title reports, and real estate transactions</li><li>
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs</li><li>
Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk</li><li>
Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication</li><li>
Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements</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 S.A.F.E. 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 Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul> 
Desired Qualifications:<ul><li>
Basic Microsoft Office skills</li><li>
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Mortgage industry experience</li><li>
Knowledge and understanding of sales prospecting and generating referrals</li><li>
Customer service experience</li><li>
Experience working with high net-worth clients</li></ul>
Job Expectations:<ul><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) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. 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. 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></ul></div>

Private Mortgage Banker (SAFE)

PLAINS COMMERCE BANK

<div><div>Mortgage Loan Partner II</div>
<div></div><div>Position Purpose:</div>
<div>To assist the Mortgage Banker once a Purchase Agreement is in force, deliver service contract to close and manage the Pipeline. 
 
Qualities of the successful candidate include:</div>
<ul><li>Professional appearance and attitude are a must</li>
<li>Must have knowledge of credit analysis, credit policy/procedures, real estate (business/personal) lending, problem loan administration, financial budgeting and planning, banking rules and regulations and bank products offered</li>
<li>Computer knowledge and the ability to learn various software programs is a must</li>
<li>Attention to detail while preparing and proofing loan documents, establishing priorities and meeting deadlines is required</li>
<li>Must be able to multi-task, be organized and work under stress and pressure.</li>
<li>Must be dependable, trustworthy and maintain confidentiality.</li>
<li>Good verbal and written communication skills.</li>
<li>This person is required to represent and promote a positive image of the Bank in the community through involvement and/or participation in the community, civic, and charitable organizations and agencies.</li>
<li>Ability to effectively present information and respond to questions from management and support staff.</li>
<li>Ability to communicate and interact effectively and professionally with internal and external contacts including processors, underwriters, management, staff, realtors&rsquo;, and vendors.</li>
<li>Must have the means to travel to customers&rsquo; home or office and to any offsite locations; such as a title company.</li>
</ul><div>Responsibilities of this position include (but not limited to):</div>
<ul><li>Lock loan terms.</li>
<li>Send disclosures and updated needs list.</li>
<li>Conduct quality control review once final paperwork is received.</li>
<li>Keep Mortgage Banker on track with new Real Estate agents.</li>
<li>Update calls to clients as well as written updates.</li>
<li>Attend closings if the Mortgage Banker is unable.</li>
<li>Send Closing Disclosure (CD) for client review and signature(s) to meet Tila/Respa Integrated Disclosure (TRID) guidelines.</li>
<li>Order disclosures.</li>
<li>Order appraisals.</li>
<li>Advise Mortgage Banker if there are any loans that need help or may not close on time.</li>
<li>Weekly Loan Partner Reporting to meet milestone process expectation.</li>
<li>Prep and manage Real Estate Agent list.</li>
</ul>
<div>We offer a competitive benefits package that includes Medical, Dental and Vision; FSA or Dependent Care; Supplemental Accident, Hospital, or Critical Illness Plans; Employer paid Life Insurance, Short Term Disability, and Long-Term Disability; and Additional Voluntary Life Insurance Options. Paid Vacation, Sick and Volunteer leave; 401K and Profit Sharing.
Compensation for positions is based on the specific position and may be paid in the form of an hourly wage, overtime, a semi-monthly salary, commissions, or a combination of them. Depending on the specific position, some may be paid solely on commissions or others may include a bonus structure. As part of our employee benefits package, we offer exclusive perks such as discounted rates on banking and mortgage services, fee waivers, and access to special financial products. These benefits are designed to support your financial well-being as a valued member of our team.
Plains Commerce Bank is an Affirmative Action/Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual&rsquo;s race, religion, color, gender, national origin, ancestry, age, sexual orientation, disability, or veteran status.</div></div>

Mortgage Loan Partner II

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

<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></div>

Relationship Banker South Jacksonville Beach

VANTAGE WEST CREDIT UNION

<div>GENERAL SUMMARY:

The Relationship Banker I is a frontline ambassador of our credit union, responsible for delivering exceptional member service while building meaningful relationships. This role combines financial expertise with a consultative approach to uncover member needs and recommend tailored solutions. Relationship Bankers are kind, committed, and proactive in helping members achieve financial success and navigate their banking experience with confidence.

This role is eligible for a language stipend of $200/monthly after 90 days of employment

Salary range is $19.00 - $22.72/hr. Job Grade, NE 8. Final salary is dependent on a candidate&rsquo;s experience and qualifications.

QUALIFICATIONS:

Minimum Education &amp; Experience Requirements:
<ul>
<li>High School diploma or equivalent</li>
<li>1 year of customer service, sales, and/or retail banking experience</li>
</ul>
Minimum Knowledge &amp; Skill Requirements:
<ul>
<li>Excellent attention to detail and sound judgement</li>
<li>Ability to work in an agile, goal-oriented environment</li>
<li>Must be an effective team player, cooperative, flexible and dependable</li>
<li>Ability to communicate clearly and effectively</li>
<li>Must possess basic math and computer skills</li>
<li>Ability to influence and build rapport quickly</li></ul> 


COMPETENCIES:
<ul>
<li>Customer Focus</li>
<li>Sales Focus</li>
<li>Perseverance</li>
<li>Problem Solving</li>
<li>Decision Quality</li>
<li>Critical Thinking</li>
<li>Oral and Written Communication</li></ul> 


WORKING CONDITIONS/ENVIRONMENT:

This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. 


OTHER REQUIREMENTS:

Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System &amp; Registry (NMLS) and notary public certification. 


MAJOR ACCOUNTABILITIES AND TASKS:
<div>
<ul><li>Performs sales, service and operational functions in the branch. Delivers unsurpassed service that builds long-term member loyalty while effectively assisting with member interactions. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.</li></ul>
<ul><li>Serve as Lobby Leader by welcoming members, managing lobby traffic by determining Members&rsquo; needs, signing Members in to meet with branch staff and managing wait time.</li></ul>
<ul><li>Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, VantageWest.org, and ITMs to complete transactions and service needs.</li></ul>
<ul><li>Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs.</li></ul>
<ul><li>Actively seek and apply feedback to improve performance and member experience.</li></ul>
<ul><li>Attend events representing Vantage West, including sponsorships, community outreach, and financial wellness. Support community relationships on an as-needed basis.</li></ul>
<ul><li>Be a resource to train new and existing team members as needed.</li></ul>
<ul><li>Follow established processes and guidelines in daily activities to do what is right for members and the credit union, adhering to all applicable laws and regulations.</li></ul>
<ul><li>Demonstrate adaptability by embracing change and effectively utilizing new and existing tools to enhance service delivery and operational efficiency.</li></ul>
<ul><li>Engage members with open-ended questions to build trust and uncover members&rsquo; financial needs and recommend appropriate products and services. Serve as a subject matter expert in our products and services offering, new account, and consumer lending processes.</li></ul>
<ul><li>Creates cross-selling opportunities to meet branch and individual sales goals.</li></ul>
<ul><li>Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.</li></ul>
<ul><li>Assists the branch team with opening and closing duties, and other departments, as needed.</li></ul>
<ul><li>Proactively performs other duties as needed or assigned.</li></ul>
</div>
About Us:

At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.

Benefits And Perks:
<ul><li>Health Coverage &ndash; We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).</li></ul>
<ul><li>Paid Time Off and Holidays &ndash; Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.</li></ul>
<ul><li>Retirement Savings &ndash; Generous 401k Plan.</li></ul>
<ul><li>Development Activities &ndash; We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.</li></ul>
<ul><li>Tuition Reimbursement &ndash; We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor&rsquo;s or Master&rsquo;s Degree.</li></ul>

Equal Opportunity Employer Veterans Disabled</div>

Relationship Banker I - Marana

Capital City Bank Group, Inc.

<div>
 Job Details
 
 
 
 Description
 
 
 
 
 Retail Banker - Capital City Bank - More than your bank, your banker.
 
 
 
 
 General Summary
 
 
 
 The Retail Banker (RB) position provides prompt, efficient and friendly service to clients. This role assists clients with their banking needs, which may include introducing clients to technology. Provides information about Bank products and services as well as identifies opportunities through conversations to satisfy clients&rsquo; and prospective clients&rsquo; financial needs and goals. Follows established policies and procedures.
 
 
 A Retail Banker will be responsive to both Personal Banker and Teller needs of clients.
 
 
 All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.
 
 
 
 Principal Duties and Responsibilities Are Reflective of a Retail Banker and Not Necessarily in Order of Frequency or Importance
 
 
 
 <ul>
 <li>
 </li>
 <ul>
 <li>
 Must be energetic, engaging and able to handle various client interactions with innovative banking technologies.
 </li>
 <li>
 Opens, closes, services and supports all accounts, products and services.
 </li>
 <li>
 Uses various programs to ensure work is completed accurately and in compliance with regulations, such as: Bank Secrecy Act, Reg CC, Privacy, Currency Transaction Reporting.
 </li>
 <li>
 Responds to client questions or concerns in a quick, courteous and friendly manner.
 </li>
 <li>
 Cross-sells Bank products and services, marketing campaigns and initiatives, to new and existing clients to meet their needs as well as attain individual, division and Bank goals.
 </li>
 <li>
 Enters data, updates and maintains client information and status of referrals and leads, in Synapsis.
 </li>
 <li>
 Follows procedures for open/close office and robbery response.
 </li>
 <li>
 Educate clients regarding ID fraud, phishing scams.
 </li>
 <li>
 Process consumer and commercial transactions, i.e.: account deposits/withdrawals, check cashing, loan payments, Official Checks, wires, and safe deposit box payments, when applicable.
 </li>
 <li>
 Keeps cash secure and maintains a high level of safety and security. Maintains cash levels; balances cash drawer daily; scans Teller work.
 </li>
 <li>
 Follows procedures including researching, and locating outages, thereby limiting violations of Teller and Personal Banker Performance Balancing Standards.
 </li>
 <li>
 Attends meetings and training sessions, as required.
 
 </li>
 </ul>
 </ul>
 
 Employer Determines The Essential Functions Of The Job.
 
 
 
 All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard.
 
 
 
 Associated Duties
 
 
 
 Provides additional support to manager and department colleagues.
 
 
 Completes all assigned/required Bank training within established timelines.
 
 
 
 Knowledge, Skills And Abilities (KSA) Required
 
 
 
 The following KSAs are usually acquired through 1-2 year&rsquo;s work experience and/or a combination of work and education. Experience in client service, sales, cash handling is required.
 
 
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 </li>
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 Excellent interpersonal skills required to verbally communicate effectively and interact positively with clients, associates and business partners.
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 Ability to follow detailed instructions and a wide range of procedures requiring some judgement.
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 Requires concentration to avoid mistakes in counting cash.
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 Proficiency in data entry/typing.
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 Ability to perform basic mathematical computations using various business machines and/or computers.
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 Ability to stand and/or sit for long periods of time.
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 Ability to apply initiative and work with minimal supervision.
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 Ability to exercise sound and reasonable judgement.
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 Sales, retail and/or referral experience is preferable, particularly in cross-marketing products and service.
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 Must have attained the age of 18 for coverage under insurance bond.
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 Use of and/or understand of Capital City Bank products and services is a plus.
 
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 </ul>
 
 Education
 
 
 
 Minimum high school diploma or equivalent required. Some college preferred, but not required. Relevant experience may substitute for the education requirement. Successful completion of in-house training program or other approved training program is a plus.
 
 
 
 Working Conditions
 
 
 
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 Works at desk in lobby and behind Teller line.
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 Regular contact with clients, associates and supervisor.
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 Repetitive motions.
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 Close visual acuity.
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 Some lifting of heavy coins.
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 Position requires sitting, standing, stooping, kneeling, and squatting.
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 Receiving currency from all sources may cause environment to be temporarily unclean.
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 Lobby environment requires professional demeanor, conduct and appearance.
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 In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.
 
 
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 Capital City Bank associates are our greatest asset. We offer the following benefits
 
 
 
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 Medical, Dental and Vision
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 Life Insurance
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 401(k) with Matching
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 Flexible Spending Accounts
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 Tuition Assistance
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 Stock Purchase
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 Discounts on Products and Services
 
 
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 </ul>
 
 EOE/Protected Veterans/Disabled/Drug Free
 
 
 
 The above declarations are not intended to be an &ldquo;all-inclusive&rdquo; list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.
 
 
 
 THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT.
 
 This job description does not restrict Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
 
 
 Full Time - M-F; some Saturdays
 
 
 Part Time 30-39 Hours per week; some Saturdays
 
 
 Part Time 20-29; not to exceed 29 hours per week (including Saturdays)
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Retail Banker |Shawmut

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