private banker

Fifth Third Bank

<div><div><b>Make banking a Fifth Third better&reg;</b><br>
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.</div><div></div><div>
GENERAL FUNCTION:</div><div>
The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. This position is responsible for processing teller transactions as well as working as a member of the platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing our consultative sales and service process.</div><div></div><div>
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.</div><div></div><div>
ESSENTIAL DUTIES &amp; RESPONSIBILITIES:</div><div>
. Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate</div><div>
. Use of a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions/advice</div><div>
. Maintain working knowledge of products, services, and processes offered</div><div>
. Work collaboratively with internal partners to ensure customer's needs are met and all problems are resolved</div><div>
. Analyze customer credit data and other related financial information to ensure customers are in the appropriate solutions that align with their needs</div><ul><li>Provide customer support needed reinforcing the value of current and new technology</li></ul><div>
. Process teller transactions and adhere to balancing guidelines</div><div>
. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, modeling the ethical behavior expected from every employee within the Bancorp</div><div>
. Other duties as assigned</div><div></div><div>
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:</div><ul><li>
High School Diploma/GED and 6 months customer service experience, or college degree or equivalent military experience.</li><li>
Demonstrated ability to develop comfort level with both new household acquisitions and deepening customer relationships.</li><li>
Ability to professionally represent Fifth Third Bank in verbal and written communication.</li><li>
Exhibits business acumen.</li><li>
Demonstrated ability in making sound decisions.</li><li>
This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).</li></ul><div></div><div>
WORKING CONDITIONS:</div><ul><li>
Normal office environment.</li><li>
Extending viewing of computer screens.</li></ul><div></div><div><div><div><div><div><div><div><div><div><div>
#LI-AA1</div></div></div></div></div></div></div></div></div></div><div></div>
Personal Banker I - Clear Lake<div></div><div>
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.</div><div></div><div>
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.</div><div></div><div>
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: <div>https://www.53.com/content/fifth-third/en/careers/benefits.html</div> or by consulting with your talent acquisition partner.</div><div></div>
LOCATION - Houston, Texas 77062<div></div><div>
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.</div><div></div><div>
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div></div><div></div>

Personal Banker I - Clear Lake

Wells Fargo

<div><b>Why Wells Fargo:</b><br>
<br>
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we'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 - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you'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'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces &quot;to grow your career&quot; in the U.S. Join us!<br>
<br>
<b>About this role:</b><br>
<br>
Wells Fargo is seeking an Associate Personal 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.<br>
<br>
<b>In this role you will:</b><ul><li>
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially</li><li>
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications</li><li>
Receive direction from managers and exercise judgement within defined policies and procedures</li><li>
Develop understanding of bank products and services to connect to customers' needs</li><li>
Interact with customers to demonstrate care and build relationships</li><li>
Provide appropriate options for bank products and services to customer</li><li>
Refer customers' financial needs to other bankers and partners as needed</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><b>
Required Qualifications:</b><ul><li>
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul><b>
Desired Qualifications:</b><ul><li>
Customer service focus with experience handling complex transactions across multiple systems</li><li>
Experience proactively engaging with customers through outreach via phone or email</li><li>
Ability to educate and connect customer to technology and share the value of mobile banking options</li><li>
Ability to help customers succeed financially by offering introductions to additional team members as appropriate</li><li>
Experience working with others on a team to meet customer needs</li><li>
Experience fostering and developing strong customer relationships</li><li>
Ability to build strong relationships with internal partners</li><li>
Ability to follow policies, procedures, and regulations</li><li>
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss</li><li>
Ability to interact with integrity and professionalism with customers and team members</li><li>
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting</li><li>
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting</li><li>
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues</li><li>
Support customers and employees in resolving or escalating concerns or complaints</li></ul><b>
Job Expectations:</b><ul><li>
Ability to work a schedule that may include most Saturdays</li><li>
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed</li></ul><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><li>
This position is not eligible for Visa sponsorship</li></ul><b>
Posting Location(s):</b><ul><li><b>
1404 W Gray St HOUSTON, TX 77019</b></li></ul><b>
Compensation: 21.00 - 28.00 USD Hourly</b><br>
<br>
<b>Posting End Date:</b>
<br>
8 Apr 2026<br>
<b>*Job posting may come down early due to volume of applicants.</b>
<br>
<br>
<b>We Value Equal Opportunity</b><br>
<br>
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.<br>
<br>
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.<br>
<br>
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.<br>
<br>
<b>Applicants with Disabilities</b><br>
<br>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .<br>
<br>
<b>Drug and Alcohol Policy</b><br>
<br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.<br>
<br>
<b>Wells Fargo Recruitment and Hiring Requirements:</b><br>
<br>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.<br>
<br>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Personal Banker River Oaks

<div><b>Why Wells Fargo:</b><br>
<br>
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we'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 - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you'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'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces &quot;to grow your career&quot; in the U.S. Join us!<br>
<br>
<b>About this role:</b><br>
<br>
Wells Fargo is seeking an Associate Personal 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.<br>
<br>
<b>In this role you will:</b><ul><li>
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially</li><li>
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications</li><li>
Receive direction from managers and exercise judgement within defined policies and procedures</li><li>
Develop understanding of bank products and services to connect to customers' needs</li><li>
Interact with customers to demonstrate care and build relationships</li><li>
Provide appropriate options for bank products and services to customer</li><li>
Refer customers' financial needs to other bankers and partners as needed</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><b>
Required Qualifications:</b><ul><li>
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul><b>
Desired Qualifications:</b><ul><li>
Customer service focus with experience handling complex transactions across multiple systems</li><li>
Experience proactively engaging with customers through outreach via phone or email</li><li>
Ability to educate and connect customer to technology and share the value of mobile banking options</li><li>
Ability to help customers succeed financially by offering introductions to additional team members as appropriate</li><li>
Experience working with others on a team to meet customer needs</li><li>
Experience fostering and developing strong customer relationships</li><li>
Ability to build strong relationships with internal partners</li><li>
Ability to follow policies, procedures, and regulations</li><li>
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss</li><li>
Ability to interact with integrity and professionalism with customers and team members</li><li>
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting</li><li>
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting</li><li>
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues</li><li>
Support customers and employees in resolving or escalating concerns or complaints</li></ul><b>
Job Expectations:</b><ul><li>
Ability to work a schedule that may include most Saturdays</li><li>
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed</li></ul><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><li>
This position is not eligible for Visa sponsorship</li></ul><b>
Posting Location(s):</b><ul><li><b>
1000 Louisiana St HOUSTON, TX 77002</b></li></ul><b>
Compensation: 21.00 - 28.00 USD Hourly</b><br>
<br>
<b>Posting End Date:</b>
<br>
8 Apr 2026<br>
<b>*Job posting may come down early due to volume of applicants.</b>
<br>
<br>
<b>We Value Equal Opportunity</b><br>
<br>
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.<br>
<br>
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.<br>
<br>
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.<br>
<br>
<b>Applicants with Disabilities</b><br>
<br>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .<br>
<br>
<b>Drug and Alcohol Policy</b><br>
<br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.<br>
<br>
<b>Wells Fargo Recruitment and Hiring Requirements:</b><br>
<br>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.<br>
<br>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Personal Banker Wells Fargo Plaza Houston

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><br>
ESSENTIAL FUNCTIONS
<br>Develop and maintain extensive knowledge of Treasury Management products, services, and pricing.
<br>Impact deposit and non-interest income growth for the bank by providing sales leads, sales support, and sales presentations to Treasury Management Sales Officers (TMSO).
<br>Assemble Requests for Proposals (RFPs) and coordinate pricing, approach, and development of formal proposals. Coordinate preparation of sales proposals and assist Treasury Management Sales Officer/Banker with presentations.
<br>Prepare proforma analysis statements and maintain awareness of competitors’ pricing strategy and trends
<br>Prepare relationship reviews for Treasury Management clients; assist Treasury Management Sales Officer/Bankers in the review process as required.
<br>Advise Treasury Management Sales Officer on potential improvements to online security, product/service utilization and enhancements for their customers.
<br>Ensure that client Treasury Management presentation materials and are compliant with regulatory guidelines.
<br>Make on-site client visits as required.
<br>Provide subject matter expertise to internal bank staff as required.
<br>Assist with other Treasury Management projects as required.
<br><br>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<br><br>
Qualifications, Education, and Certification Requirements
<br><b>Education :</b> Bachelor’s degree or equivalent experience
<br><b>Experience :</b> Five years banking experience; 5+ years related experience (Treasury Management sales / product / support, line banker, commercial call center); Demonstrated ability to understand cash flow and complex Treasury Management needs of large commercial and middle market clients; Proven ability to partner with Senior Treasury Management Sales Officers.
<br><b>Certifications/Specific Knowledge :</b> Excellent written/oral communications skills; Basic sales skills and extensive product knowledge to support and identify cross-sell opportunities; Proven success in problem analysis and resolution; Expertise with data analysis; Strong attention to detail and accuracy; High level of expertise with MS Office suite; Strong organizational skills; Ability to manage multiple detailed work assignments with a high degree of accuracy; Ability to develop rapport easily with clients, peers and partners. Knowledge of bank operating systems and commercial banking practices; Knowledge of Treasury Management products, services, procedures, and practices; Previous experience with analysis of commercial relationships, strategic sales planning and customer issue resolution is preferred.
<br><br>
TRAINING REQUIREMENTS/CLASSES
<br>Required annual compliance training, New Employee Orientation
<br><br>
PHYSICAL DEMANDS
<br>Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
<br><br>
WORK ENVIRONMENT
<br>This position is located in a private office or cubicle.
<br><br>
Telecommuting roles, no matter if hybrid or 100% full time telecommuting, must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
<br><br>
TRAVEL
<br>Travel may be required to come to meetings as needed.
<br><br>
<b>Work Location:</b> 4040 Washington Ave., Ste. 400 Houston, Texas 77007
<br><br>
Equal Opportunity Employer, including disabled/veterans.

Treasury Management Sales Analyst II - Houston, TX

First National Bank Texas

<div><ul><li>Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.</li><li>Evaluate new and existing customer relationships and recommend bank products and services to support their financial success</li><li>Follow established policies in accordance with the bank and the supervisor s direction</li><li>Accountable for the personal achievement of monthly new account production as assigned by upper management</li><li>Participate in an active sales environment that may require in-store aisle prospecting</li><li>Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations</li><li>Receive cash and checks for deposit, verify amounts, and look for check endorsements</li><li>Examine cash carefully to guard against acceptance of counterfeit checks and identification</li><li>Enter transactions into computer and issue customer receipts</li><li>Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit</li><li>Process western union wires and cash advances</li><li>Cross-sell bank services and products</li><li>Provide bank services to a diverse customer base, including a large Spanish speaking population</li><li>Perform other tasks requested by supervisors as they relate to the bank and its functions</li><li>Regular and predictable attendance and punctuality</li></ul>
<ul><li>Approval limits will be based upon established authority levels</li></ul>
<div><br>
Environmental and Physical Requirements:<br>
<ul><li>Required to stand or walk for extended periods of time dependent upon branch location</li><li>Ability to work in a high volume, stressful and noisy environment</li><li>Schedules are prepared based on business need and subject to change at any time</li><li>Operate a computer and other office machinery</li><li>Ability to lift up to 50 lbs.</li></ul></div><br>
<div>
FNBT is an equal opportunity employer.</div>
Requirements:
<ul><li>At least 18 years of age</li><li>High school diploma, high school equivalency or currently attending high school</li><li>Six months of work experience in a retail or customer service environment preferred</li><li>Must be able to work a flexible schedule including evenings, weekends, and holidays</li><li>Must successfully pass background investigation according to company policy</li><li>Must be able to get along with co-workers and work effectively in a team environment</li></ul></div><div></div>

Personal Banker

Chevron Federal Credit Union

<div><p>Chevron Federal Credit Union is one of the top-run credit unions in the country &ndash; and one of the largest, with over $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:</p>
<ul>
<li>Bonus/incentives for all regular employees</li>
<li>401(k) with 8% company contribution</li>
<li>Medical, dental, and vision insurance for employees and dependents paid at 80%</li>
<li>PTO and paid sabbaticals</li>
<li>Volunteer time off</li>
<li>Tuition reimbursement</li>
</ul>
<p><b>GENERAL SUMMARY</b></p>
<p>
Accurately perform branch functions while providing exceptional member experience. Identify member financial needs and provide recommendations utilizing our products and services to serve those needs.</p>
<div>
<div><div><div><p><b>Position Duties &amp; Functions</b></p></div></div><br>
<div>
<div><ul><li>Delivers a consistent and exceptional member experience with every member interaction.</li>
<li>Builds relationships with members through needs assessments and product and service recommendations that serve their financial needs.</li>
<li>Advises members on improving financial health with savings, managing debt, building credit, lending options, digital banking, and marketing campaigns and promotions.</li>
<li>Proactively outreaches to members and prospects and performs follow up activities including calling to deepen relationships.</li>
<li>Assists members with completion of loan applications, inspecting documents for accuracy and thoroughness for stipulations. Reviews loan applications, gathers credit histories and reports, and works with Consumer Lending to assess credit risks.</li>
<li>Engages members with mortgage and other internal and external partners to help members with their financial goals.</li>
<li>Participates in business development events to identify sales prospects and follows up on leads to achieve both individual and branch sales targets as assigned.</li>
<li>Assists members with financial transactions including working with cash and checks while adhering to policies and procedures to accurately process transactions, identify and prevent fraud, and balance cash negotiables daily.</li>
<li>Performs daily branch duties and responsibilities as assigned by manager including servicing ATMs and other branch operations tasks.</li>
<li>May be required to become a Notary Public based on the needs of the branch location.</li>
<li>Other duties as assigned</li>
</ul>
</div></div><br>
</div></div><p><b>POSITION REQUIREMENTS</b></p>
<p><b>
EXPERIENCE and EDUCATION</b></p>
<ul>
<li>1 to 2 years&rsquo; customer service and/or cash handling experience required. Financial services experience preferred.</li>
<li>High school diploma, GED, or equivalent.</li>
<li>Equivalent combination of education and experience may substitute for stated qualifications.</li>
</ul>
<p><b>KNOWLEDGE and SKILLS</b></p>
<ul>
<li>Ability to write and speak effectively in English using correct spelling and grammar.</li>
<li>Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.</li>
<li>Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm.</li>
<li>Excellent customer service skills.</li>
</ul>
<p><b>COMPETENCIES</b></p>
<ul>
<li>Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.</li>
<li>Willingness to take responsibility for his/her actions and respond promptly.</li>
<li>Initiative and self-direction.</li>
<li>Ability to effectively communicate and collaborate with people at all levels.</li>
<li>Sound problem-solving and decision-making ability, including the ability to prioritize.</li>
<li>Ability to understand and align with our core competencies through daily projects and tasks:</li>
</ul>
<div><div><div><div><p>Growth Mindset</p></div><div><br>
<p>
Diversity &amp; Inclusion</p></div><div><br>
<p>
Communication</p></div><div><br>
<p>
Change Ready Leadership</p></div></div><div><br>
<div>
<p>Responsibility</p></div><div><br>
<p>
Problem Solving</p></div><div><br>
<p>
Tech &amp; Data Savvy</p></div><div><br>
<p>
CU Business Acumen</p>
</div>
</div><br>
</div></div><p><b>PHYSICAL DEMANDS:</b></p>
<ul>
<li>Work involves extensive use of computers, up to eight hours per day. Appropriate visual, dexterity and other physical abilities are required.</li>
<li>May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.</li>
<li>Must be able to speak on the telephone.</li>
</ul>
<p><i>We welcome all qualified applicants and pride ourselves on our diversity. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the position.</i></p>
<p><b>
SALARY AND BENEFITS:</b></p>
<p>
Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: https://www.chevronfcu.org/about-us/careers</p>
<p>
Pay Range: $18.30 - $25.16 per hour</p>
<p>
This position participates in the Branch Channel Incentive Plan. Incentives are paid quarterly and are based on individual sales production, branch team sales performance, and member experience metrics. Quarterly payouts include structured dollar-based awards for achieving sales point thresholds and branch performance goals. Incentive earnings vary based on performance and are discretionary in accordance with plan terms.</p>
<p><b>
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:</b></p>
<p>
Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.</p>
<p>
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 800-232-8101 for assistance.</p>
<p>
CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here. To submit a request, please refer to the Careers page for the CPRA Request Form.</p>
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Personal Banker (MRA)

Alvarez & Marsal

<div></div><div><div><div><p>Location: Houston, TX, United States<br>
Date Posted: Mar 12, 2026</p></div><p></p><div><div><br>
</div></div></div><div><p><b>Description</b>
</p><p><b>Alvarez &amp; Marsal Private Equity Performance Improvement</b></p><p><b>
Senior Associate, IT &amp; Merger Integration</b></p><p></p><p>
Alvarez &amp; Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) &ndash; Information Technology &amp; Merger Integration team. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.</p><p></p><p>
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&amp;M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range.</p><p></p><p>
Our PEPI services include:</p><ul><li>
Merger Integration &amp; Carve-outs</li><li>
IT- pre-acquisition diligence</li><li>
IT- post-acquisition implementations and integration</li><li>
Interim Management</li><li>
Rapid Results</li><li>
Supply Chain</li><li>
CFO Services</li></ul><p></p><p><b>
Private Equity Focused Professionals</b></p><p>
We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances.</p><p></p><p>
The team works across the full spectrum of the deal lifecycle from pre-deal technology, operational and synergy reviews, through 'Day-1' planning, to post-deal implementations. Our services include due diligence (IT and operational), merger integration / carve-out planning and execution, transition service agreement negotiation &amp; governance, ERP implementations, IT operations &amp; cost reduction, and enterprise architecture.</p><p></p><p>
The PEPI IT group is a growing business targeting high growth in the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international business assignments.</p><p></p><p><b>
Senior Associate:</b></p><p>
We are seeking individuals that can be part of a team that delivers large, complex client engagements that identify, design, and implement creative business and technology solutions for private equity clients and their portfolio companies. A&amp;M Managers frequently work on the following types of engagements:</p><ul><li>
Pre-acquisition IT diligence assignments focused on the following key areas: Business systems (e.g., ERP, WMS, and CRM); IT Infrastructure; Enterprise Architecture; Software Development Lifecycle; Budgetary analysis; and Organizational / Personnel assessment</li><li>
Merger-integration and carve-out execution</li><li>
Day-1 and 100-day planning and execution - driving performance improvement in key areas such as ERP; back office ; supply chain; BI / reporting integration; customer and channel management; track progress against Day-1 and Day-100 objectives, adjusting strategies or personnel as required</li></ul><ul><li>
Implement the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance.</li></ul><p><b>
Qualifications:</b></p><ul><li>
3-6 years of professional consulting or relevant industry experience, with a minimum of three years specializing in systems implementations, merger integration, business transformation, and change management</li><li>
Deep functional expertise in one of more of the following areas:<ul><li>
IT Pre-Acquisition Diligence</li><li>
IT merger integration and carve-out</li><li>
Business / IT transformation program / project management (e.g., ERP)</li><li>
Collaboration and leading change to improve key business functions, such as supply chain and/or finance/accounting</li><li>
IT operations</li><li>
Solution architecture</li><li>
Enterprise architecture and infrastructure</li><li>
IT assessment and strategy development</li><li>
IT performance improvement and cost reduction</li></ul></li><li>
Proven writing skills with a desire to produce polished client-facing documents</li><li>
Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis</li><li>
Specific experience designing and supervising the execution of internally-focused and externally-focused change/communications strategy.</li><li>
Bachelor&rsquo;s degree required</li><li>
Flexibility to travel at least 75% of time</li></ul><p></p><p>
The salary range is $100,000 - $150,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.</p><p></p><p><b>
Full-time Positions and Part-time Positions Over 30 hours</b></p><p>
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez &amp; Marsal Holdings&rsquo; fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&amp;D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez &amp; Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.</p><p></p><p>
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</div><div><h2 class="jobSectionHeader"><b>Inclusive Diversity</b></h2>
<p>A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.</p>
<h2 class="jobSectionHeader"><b>Equal Opportunity Employer</b></h2>
<p>It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .</p>
<h2 class="jobSectionHeader"><b>Unsolicited Resumes from Third-Party Recruiters</b></h2>
<p>Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</p></div></div><p></p>

PEPI Senior Associate - IT M&A

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