private banker

Zenith Bank & Trust

<p>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.</p><p><b>Position Overview:</b></p><p>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.</p><p><b>Key Responsibilities:</b></p><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><p><b>Qualifications:</b></p><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><p>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.</p><p><b>For more information, please contact: </b></p><p><b>Savannah Williams </b></p><p>Executive Assistant &amp; Marketing Coordinator</p><p>(480) 903-3619</p><p>savannah.williams@zenithprivate.com</p><p>Benefits:</p><ul><li>401(k) matching</li><li>Paid time off</li></ul><p>Work Location: In person</p>

Private Mortgage Banker

Wells Fargo

<div><p><b>About this role:</b></p><p>
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.</p><p><b><br>
In this role, you will:</b></p><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><p><b><br>
Required Qualifications:</b></p><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><p><b><br>
Desired Qualifications:</b></p><ul><li><p>
Basic Microsoft Office skills</p></li><li><p>
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources</p></li><li><p>
Excellent verbal, written, and interpersonal communication skills</p></li><li><p>
Mortgage industry experience</p></li><li><p>
Knowledge and understanding of sales prospecting and generating referrals</p></li><li><p>
Customer service experience</p></li><li><p>
Experience working with high net-worth clients</p></li></ul><p><b>
Job Expectations:</b></p><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)

European Bank for Reconstruction and Development

<div><div><div><div><div>Requisition ID</div> <div>36529</div>
</div><br>
<div><div>Office Country</div> <div>Egypt</div>
</div><br>
<div><div>Office City</div> <div>Cairo</div>
</div><br>
<div><div>Division</div> <div>Banking Sectors</div>
</div><br>
<div><div>Full-Time/Part-Time </div><div>Full Time</div>
</div><br>
<div><div>Contract Type</div> <div>Regular</div>
</div><br>
<div><div>Contract Length</div>
</div><br>
<div></div><div><div>Posting End Date</div> <div>31/03/2026</div></div></div></div><br>
<div></div>
<div>
</div><div><b>Purpose of Job</b><br>
<br>
The Principal Banker is competent in undertaking all tasks related to, and understands all aspects of, project development and implementation, including project origination, structuring, execution, implementation and monitoring, for all types of investment instruments offered by the Bank.<br>
The Principal Banker, in their role as an operation leader, is expected to take responsibility for effective leadership of their project team/s, supervision of junior banking staff, while contributing to their coaching and providing mentoring assistance, as required.<br>
The Principal Banker&rsquo;s role also includes elements of business/pipeline development, client management and policy dialogue.</div><br>
<div><b>
Background</b><br>
<br>
The Project life-cycle involves several stages from origination to signing, followed by implementation and monitoring until full completion and repayment or exit. All the stages involve different tasks such as business marketing, project due diligence analysis, structuring and approval, negotiation and signing of project agreements, disbursement and monitoring.<br>
The role of the Principal Banker is to contribute, as a senior project team member, to the structuring, implementation and monitoring of debt and equity transactions, in line with the Bank&rsquo;s operational objectives. The Principal Banker supervises, both as senior team member and as operation leader, more junior colleagues to ensure efficient processing of deal flow and portfolio monitoring.<br>
The Principal Banker is able to build and maintain relationships with internal and external stakeholders in relation to business development, project execution, implementation and monitoring, policy dialogue, co-financing arrangements and donor funding, as applicable.<br>
A substantial degree of independence is given to the Principal Banker, and they are expected to ensure effective project team work and progressively take on overall responsibility for increasingly complex transactions.</div><div><br>
<b>
Accountabilities &amp; Responsibilities</b><br>
<br>
1. Structuring and Execution</div>
<ul>
<li>Lead structuring, negotiation (including review of legal documentation) and the execution of transactions, working with clients, authorities, consultants and internal units;</li>
<li>Manage the resources and the work load of the project teams under their supervision;</li>
<li>Oversee the project due diligence process ensuring it meets the Bank&rsquo;s standards;</li>
<li>Ensure quality and appropriateness of TC assistance components which support the investments or contribute to policy dialogue initiatives;</li>
<li>Ensure that all transactions within their responsibility are completed within the specified time frames to a high standard (including all internal memoranda and Board reports) and in line with the policies, procedures and objectives of the Bank.</li>
</ul>
<div>2. Portfolio Monitoring, Value Creation and Reporting
</div><ul><li>Take overall responsibility for the effective monitoring of all projects within t responsibility, including verifying the quality of regular monitoring reports; taking the lead in maintaining or supervising the management of client relationships; actively managing the resolution of any implementation/monitoring issues in cooperation with relevant Portfolio Managers; managing and supervising more junior bankers who assist in portfolio monitoring;
</li><li>Supervise implementation and monitoring of, and reporting on, relevant TC assignments to ensure their compliance with donor reporting requirements, operational objectives and that all reports are of a high quality;</li>
<li>Take responsibility for ensuring timely notification of any critical portfolio issues to the relevant Portfolio Manager and/or Management, ensuring availability of adequate data and information for the Portfolio Manager and/or Management to be able to take timely decisions.</li>
</ul>
<div>3. Policy Dialogue</div>
<ul>
<li>In cooperation with relevant units within the Bank (e.g., Policy VP, OCE) and Banking country teams (if applicable), contribute to policy dialogue, in a leading role (project level initiatives) or supporting function (national level initiatives);</li>
<li>Assist in providing necessary support, in the form of relevant information or documentation or meeting participation, towards efforts to procure grants and technical cooperation funds to complement investment projects or required as part of policy dialogue efforts.</li>
</ul>
<div>4. Business Development
</div><ul><li>Assist with marketing and business development efforts in the relevant sector and countries to build reputable market contacts in order to develop a broad deal flow and cross selling of the Bank&rsquo;s competencies;</li>
<li>Assist with the critical screening of project proposal flow that is generated through business development efforts, liaising with other colleagues and teams within the Bank to identify sound and executable investments that meet the mandate of the Bank.</li>
</ul>
<ul><li>Staff Management</li></ul>
<ul>
<li>Assist in recruiting, training, coaching and mentoring junior bankers, in coordination with the team Director and Associate Directors, Senior Bankers, involving them in all aspects of the project cycle (appraisal, execution, implementation, monitoring and business development), ensuring adequate quality of project work and appropriate work load distribution amongst the project team members; contribute to their professional and competency development;</li>
<li>Develop productive relationships within the organisation to able to work effectively in a country/sector matrix structure and in a multi-cultural working environment.</li>
<li>Directly accountable for the engagement and effective overall management of the Team including recruitment, compensation, performance management, coaching and development. Where matrix reporting is in place, work jointly with the country counterpart when setting objectives and completing performance appraisals for relevant staff.
</li><li>Champion and role model the Bank&rsquo;s Behavioural Competencies and Corporate Behaviours, ensuring adherence within the team(s) so that the highest standards of integrity and ethical conduct are exhibited at all times.</li></ul><div><br>
<br>
<b>Qualifications &amp; Skills / Experience &amp; Knowledge</b><br>
<br>
Qualifications and Skills:</div>
<ul>
<li>Bachelor&rsquo;s degree. Master&rsquo;s degree preferred or equivalent experience in the areas of expertise.</li>
<li>Professional qualification such as ACA, CFA, ACCA, or CIMA desirable.
</li><li>Strong quantitative/numerical skills are critical with the ability to interpret financial information and to design and use financial models.</li>
<li>Credit analysis skills, with the ability to interpret accounts, understanding local and international accounting principles and practice of credit analysis.</li>
<li>Computer literacy, conversant with Microsoft Office and spread sheet packages including financial analysis and modelling modules.</li>
<li>Excellent understanding of relevant systems and processes.</li>
<li>Stakeholder management skills.</li>
<li>Coaching, mentoring &amp; leadership skills.</li>
<li>Relationship management and negotiation skills.
</li><li>Ability to work to deadlines and under time pressure.</li>
<li>Excellent written and oral communication skills in English.</li>
<li>Good command over the local/country language is an advantage.</li>
</ul>
<div>Experience &amp; Knowledge:</div>
<ul>
<li>Significant relevant financial industry experience from an investment or commercial bank, private equity firm, asset management firm, or auditing/financial consulting firm operating to international standards. Strong familiarity with project finance structures and direct equity investments.</li>
<li>Relevant sectorial experience in renewable energy and energy infrastructure. Relevant geographical experience in the Middle East and Africa. Good understanding of the sector/regional dynamics and trends.</li>
<li>Practical experience of participating in and leading complex transactions through the full project life cycle.</li></ul><div></div><div><b><br>
What is it like to work at the EBRD? / About EBRD</b></div><br>
<div></div>
<div>
Our agile and innovative approach is what makes life at the EBRD a unique experience! You will be part of a pioneering and diverse international organisation, and use your talents to make a real difference to people's lives and help shape the future of the regions we invest in.</div><br>
<div></div>
<div>
At EBRD, our Values &ndash; Inclusiveness, Innovation, Trust, and Responsibility &ndash; are at the heart of how we work. We bring these to life through our Workplace Behaviours: listening well and speaking up, collaborating smartly, acting decisively with full commitment, and simplifying to amplify our impact. These principles shape our culture and define our success. We seek individuals who not only share these values but are also committed to embedding them in their daily work, fostering a positive and high-performing environment.</div><br>
<div></div>
<div>
The EBRD environment provides you with:</div>
<ul>
<li>Varied, stimulating and engaging work that gives you an opportunity to interact with a wide range of experts in the financial, political, public and private sectors across the regions we invest in.</li>
<li>A working culture that embraces inclusion and celebrates diversity. Our workforce reflects a broad range of backgrounds, perspectives, and experiences, bringing fresh ideas, energy, and innovation and enhancing our ability to serve our clients, shareholders, and counterparties effectively.</li>
<li>A hybrid workplace that offers flexibility to teams and individuals; that is based on trust, flexibility and connectedness.</li>
<li>An environment that places sustainability, equality and digital transformation at the heart of what we do.</li>
<li>A workplace that prioritises employee wellbeing and provides a comprehensive suite of competitive benefits.</li></ul><br>
<div></div>
<div>
Diversity is one of the Bank&rsquo;s core values which are at the heart of everything it does. As such, the EBRD seeks to ensure that everyone is treated with respect and given equal opportunities and works in an inclusive environment. The EBRD encourages all qualified candidates who are nationals of the EBRD member countries to apply regardless of their racial, ethnic, religious and cultural background, gender, gender identity, sexual orientation, age, socio-economic background or disability.</div><br>
<div></div>
<div>
Please note, that due to the high volume of applications received, we regret to inform you that we are unable to provide detailed feedback to candidates who have not been shortlisted (for further consideration).</div><br>
<p><br>
<b>Job Segment: </b>Credit Analyst, Bank, Banking, Private Equity, Banker, Finance</p></div>

Principal Banker

Busey Bank

<p></p><div><p><b><i>Position Summary</i></b></p>
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.<p></p><h2 class="jobSectionHeader"><b><i>
Duties &amp; Responsibilities</i></b></h2><p><b>
Customer Service &amp; Relationship Building</b></p><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><p></p><p><b>
Sales &amp; Referrals</b></p><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><p></p><p><b>
Account Management</b></p><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><p></p><p><b>
Loan &amp; Credit Processing</b></p><ul><li>
Refer clients with credit needs to the appropriate banker or line of business.</li></ul><p></p><p><b>
Transactions &amp; Cash Handling</b></p><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><p></p><p><b>
Compliance &amp; Risk Management</b></p><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><p></p><p><b>
Operational Support</b></p><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><p></p><h2 class="jobSectionHeader"><b><i>
Education &amp; Experience</i></b></h2><p><b>
Knowledge of:</b></p><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><p></p><p><b>
Ability to:</b></p><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><p></p><p><b>
Education and Training:</b></p><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><p></p><p><b>
Benefits and Compensation</b></p><p>
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.</p><p></p><p>
(Base Pay Range: $16-$19/hour)</p><p></p><p>
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.</p><p></p><p><b>
Equal Opportunity</b></p><p>
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.</p><p></p><p><b>
Unsolicited Resumes</b></p><p>
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.</p><p></p><p>
#HPBB</p></div>

Relationship Banker | Kumpf

Sunflower Bank

<div><p>At Sunflower Bank, N.A., we&rsquo;re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it&rsquo;s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.</p><p><b>
Sunflower Bank, N.A.</b> is looking for an energetic, highly motivated individual to fill the position of a <b>Universal Banker</b> at our <b>Alameda </b>branch!</p><p>
Customer Service experience is a MUST</p><p>
Cash Handling experience is a MUST</p><p>
Banking experience is a plus but not required- WILL TRAIN!</p><p>
Excellent Benefits, PTO, Incentive Pay, and company perks!</p><p><b><i>
This full-time position works 40 hours per week.</i></b></p><p><b>
Description:</b></p><p>
The <b>Universal Banker</b> is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers.</p><p><i>
If you are dedicated to providing exceptional customer service, detailed-oriented, possess good computer skills, this is the job for you!</i></p><p><b>
Responsibilities:</b></p><ul><li>
Perform full service banking with a primary focus on service and sales to new and existing customers within the branch.</li><li>
Perform teller duties including cash transactions, open or update accounts, and provide information on other products and services.</li><li>
Ability to focus on and fulfill customer needs to maximize the customer experience on the phone and during branch visits.</li><li>
Meets/exceeds sales and referral goals and meets/exceeds individual and branch targets.</li><li>
Provide information to customers regarding promotions, contests, and new account options.</li></ul><p><b>
Education / Experience Preferred:</b></p><ul><li>
High School Diploma or equivalent.</li><li>
An equivalent combination of education and experienced may meet qualifications.</li></ul><p><i>
Pay is dependent on knowledge, skills, abilities, experience and location.</i></p><p><b>
Working Conditions</b></p><p>
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.</p><p><b>
Sunflower Bank Benefits</b></p><p>
People choose to &ldquo;bank&rdquo; with us, but for those we serve, we&rsquo;re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.</p><p><br>
</p><p>Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:</p><ul><li>
Rooted in Strength</li><li>
Propelled by Growth</li><li>
Individuals in a Great Whole</li><li>
Creating Possibility</li><li>
Community Focused</li></ul><p></p><p><br>
Associates enjoy outstanding benefits, including:</p><ul><li>
401(k) Plan with 6% Match</li><li>
Health/Dental/Vision Insurance</li><li>
Company-paid Life Insurance</li><li>
Tuition Reimbursement</li><li>
Fitness Reimbursement</li><li>
Paid Time Off</li><li>
Volunteer Leave</li><li>
Paid Holidays</li><li>
Plus many more associate perks &amp; incentives!</li></ul><p>
If you qualify, apply online at www.sunflowerbank.com/careers.</p><p><b><i>
You&rsquo;ve never worked anyplace like Sunflower Bank!</i></b></p><p>
EOE/AA: Minorities/Females/Disabled/Vets</p><p>
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.</p><p>
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.</p><p><i>
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.</i></p></div>

Universal Banker

Wolf River Community Bank

<div><p><b>Join a Team Where You Can Truly Make an Impact &ndash; Become Our Next Universal Banker!</b></p><br>
<p></p>
<p>
Are you passionate about delivering exceptional customer experiences and ready to take your banking career to the next level? We&rsquo;re looking for a dynamic, service-focused <b>Universal Banker</b> to join our team! In this versatile role, you'll build lasting relationships with our customers while supporting a wide range of banking needs&mdash;from handling day-to-day transactions to opening new accounts and providing financial solutions. If you're someone who thrives in a collaborative environment, enjoys solving problems, and is eager to grow, we&rsquo;d love to meet you!</p><br>
<p></p>
<p>
You will provide direct customer service in a manner which results in satisfied customers and helps the Bank grow its business by promoting multiple products and service usage. This role is responsible for seamlessly blending banker and teller duties to provide comprehensive financial services to our valued customers. A Universal Banker is crucial in building and maintaining customer relationships while efficiently handling a variety of banking transactions in a timely manner.</p><br>
<p></p>
<p><b>
WHAT YOU&rsquo;LL DO:</b></p>
<p>
1. Customer Relationship Management:</p>
<ul><li> Proactively engage with customers to understand their financial goals and provide tailored solutions.</li></ul>
<ul><li> Cultivate lasting relationships by consistently delivering exceptional service.</li></ul>
<p>
2. Teller Services:</p>
<ul><li> Conduct a range of teller transactions, including deposits, withdrawals, and transfers, accurately and efficiently.</li></ul>
<p>
3. Banking Services:</p>
<ul><li> Open, close, and service various types of banking accounts.</li></ul>
<ul><li> Assist customers in understanding and managing their accounts</li></ul>
<p>
4. Financial Consultation:</p>
<ul><li> Conduct financial reviews with customers to assess their overall financial situation and provide guidance on achieving their financial objectives.</li></ul>
<ul><li> Stay informed about market trends, economic indicators, and changes in banking regulations to better assist customers.</li></ul>
<p>
5. Compliance and Security:</p>
<ul><li> Adhere to all banking regulations and internal policies to ensure compliance.</li></ul>
<ul><li> Maintain a high level of awareness regarding security procedures to safeguard customer information and bank assets.</li></ul>
<ul><li> Ensure confidentiality is always maintained.</li></ul>
<p>
6. Teamwork:</p>
<ul><li> Collaborate with other Universal Bankers and branch staff to create a positive work and efficient work environment.</li></ul>
<ul><li> Provide support and assistance to colleagues across the bank to enhance overall team effectiveness.</li></ul><p><b>
WHAT YOU&rsquo;LL NEED:</b></p>
<ul><li> Excellent customer relations demeanor; professional in appearance and communication.</li></ul>
<ul><li> Display a positive, team-oriented outlook with a natural tendency to cheer others on.</li></ul>
<ul><li> High school diploma or equivalent; bachelor&rsquo;s degree in finance, business, or related field is a plus.</li></ul>
<ul><li> Previous experience in customer service, cash handling or banking roles are preferred.</li></ul>
<ul><li> Strong interpersonal and communication skills.</li></ul>
<ul><li> Detail-oriented with a high level of accuracy for handling transactions, etc. needed.</li></ul>
<ul><li> Flexible to work a variable schedule and travel to other locations as needed.</li></ul>
<ul><li> Ability to multi-task while standing for extended periods of time.</li></ul>
<ul><li> Ability to effectively use a computer and essential applications, including but not limited to email, word processing, spreadsheets, and software applications relevant to the role.</li></ul><p><b>
WORK WITH US!!
</b></p><div>We are committed to building an awesome team! Here&rsquo;s some highlights of working with us:
<br>
<ul><li>Medical, dental &amp; vision insurance</li><li>401(k) retirement plan</li><li>Group term life insurance</li><li>Short-term &amp; long-term disability</li><li>Paid vacation &amp; holidays</li><li>Competitive pay with annual incentive bonus program</li><li>Work-life balance</li><li>Enjoy free nights and weekends</li><li>Paid volunteer program</li><li>Learning and development opportunities</li><li>Personal career development encouraged</li><li>Complimentary logo wear</li></ul></div>
<ul><li>Employee charitable giving fund</li><li>Dress for your day-style dress code</li><li>Fun at work: dress up days, catered lunches, Bingo and enter-to-win contests!</li><li>Be a part of an organization that makes decisions locally and supports 100s of causes in our community</li><li><b>Voted Best Bank &amp; Best Mortgage Lender of the Valley</b>!</li></ul><p><br>
</p><p><i>Wolf River Community Bank is an equal opportunity employer and makes employment decisions without regard to race, color, religion, national origin, age, gender, gender identity, sexual orientation, marital status, ancestry, disability, or veteran status.</i></p></div>

Liberty Bank (Connecticut)

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.
<br><br>
<b>SUMMARY OF THE JOB:</b><br>
As a Universal Banker, you’ll take a lead role in delivering an exceptional customer experience that is consistently aligned with Liberty Bank’s Vision, Mission, and Core Values. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch.
<br>In this role, the Universal Banker is responsible for modeling and ensuring a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources. In addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately.
<br><br>
<b>ESSENTIAL FUNCTIONS:</b><br>
<ul>
<li>Provides on-site Branch Operations Supervisor coverage for various branches locations as assigned.</li>
<li>Actively engages in immediate customer acknowledgment, meeting and greeting customers.</li>
<li>Adheres to established customer service standards and provides a differentiated experience through meaningful sincere conversations.</li>
<li>Provides exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.</li>
<li>Takes ownership of customer inquiries/questions and resolves or engages other teammates as needed.</li>
<li>Meets/Exceeds personal sales goals in the areas of all banking products and services offered.</li>
<li>Utilizes the Discovery Guide to uncover new opportunities to recommend appropriate solutions.</li>
<li>Proactively reaches out to customers to contribute to the retention and servicing of both Consumer and Business relationships.</li>
<li>Ensures accurate and timely documentation of activities and follow up opportunities in the appropriate banking systems.</li>
<li>Understands and educates customers on alternative delivery channels including digital banking.</li>
<li>Takes the initiative to enhance knowledge of both new and existing products and services through the active use of sales tools and training materials.</li>
<li>Effectively and accurately processes an array of banking transactions including new account opening, lending and referrals to other business lines.</li>
<li>Accurately balances and processes customer transactions in accordance with bank policies and procedures while maintaining an efficient record in daily cash balancing.</li>
<li>Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.</li>
<li>Adheres to and complies with Liberty Bank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.</li>
<li>Volunteers for special projects within the scope of your job responsibilities.</li>
<li>Participates in community events and establish relationships for the benefit of the bank.</li>
<li>Completes other related duties as assigned.</li>
</ul>
<b>MINIMUM KNOWLEDGE/SKILLS:</b><br>
<ul>
<li>College degree or equivalent work experience preferred.</li>
<li>Minimum of 6 months of Retail Banking or equivalent Sales experience.</li>
<li>Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications.</li>
<li>Strong verbal and written communication skills.</li>
<li>Ability to effectively ask questions and identify needs to enhance the customer relationship.</li>
<li>Attention to detail and the ability to execute accurately on a variety of policy and procedures.</li>
<li>Ability to take initiative and work independently.</li>
<li>Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience.</li>
<li>Ability to develop and foster a positive team/work environment.</li>
<li>Ability to proactively plan the day to contribute to the overall success of branch sales and operations.</li>
<li>Availability to work weekends and/or extended hours as required.</li>
<li>This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.</li>
</ul>
<b>PHYSICAL REQUIREMENTS:</b><br>
<ul>
<li>General Office Equipment</li>
<li>Keyboard Dexterity</li>
<li>Lifting/carrying up to 25 lbs.</li>
<li>Use of general office equipment</li>
<li>Ability to travel</li>
</ul>
<b>COMPLIANCE:</b><br>
Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status.
<br><br>
Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

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