small business banking officer

Zions Bancorporation

Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees. Here, the possibilities are endless – come for a job, stay for a career.
<br><br>
We are currently seeking a Business Banking Portfolio Management Officer to join our team. This position will be full time in office role located at our Zions Technology Center in Midvale, UT.
<br><br>
<b>Responsibilities :</b><br>
<ul>
<li>Responsible for various aspects of the credit work flow, including analyzing and decisioning of credits for underwritings, the renewal of portfolio credits, portfolio management and other ongoing credit management.</li>
<li>Duties may include compiling data and incorporating spreads, cash flow, value of collateral, appraisals, audits, covenant tracking and testing, exception monitoring, and financial statement tracking.</li>
<li>Responsible for compilation of data and interprets outcomes of analysis and prepares summaries and recommendations.</li>
<li>Ensures all requests are processed in accordance with bank policies, regulations and laws. Identifies risk and mitigating factors related to conducting a thorough credit analysis for approval.</li>
<li>Delivers an optimal customer experience via timely and proactive client communication and follow-up.</li>
<li>Responds to internal and external customer inquiries.</li>
</ul>
<b>Qualifications :</b><br>
<ul>
<li>Requires a Bachelors in Finance, Business, Accounting or a related field and 1+ year business banking credit, spread analysis, portfolio management, lending practices and procedures or other directly related experience.</li>
<li>A combination of education and experience may meet qualifications.</li>
<li>Basic knowledge of business banking/commercial real estate lending transactions, spread analysis, credit scoring, portfolio management, lending practices and procedures.</li>
<li>Basic knowledge of loan requirements with the ability to identify risk and mitigating factors.</li>
<li>Ability to analyze and interpret financial statements.</li>
<li>Knowledge of credit and/or related lending processes and procedures.</li>
<li>Good understanding of lending policies and procedures and general banking laws and regulations.</li>
<li>Possess good judgment, ability to make sound decisions.</li>
<li>Good analysis and problem resolution skills.</li>
<li>Ability to accept responsibility and handle confidential information.</li>
<li>Must have good customer relations and communication skills, both verbal and written.</li>
<li>Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail and organizational skills.</li>
<li>Working knowledge of a various related software applications, including spreadsheets, word processing, etc.</li>
</ul>
<b>Benefits :</b><br>
<ul>
<li>Medical, Dental and Vision Insurance - START DAY ONE!</li>
<li>Life and Disability Insurance, Paid Parental Leave and Adoption Assistance</li>
<li>Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts</li>
<li>Paid Training, Paid Time Off (PTO) and Paid Federal Holidays</li>
<li>401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience</li>
<li>Mental health benefits including coaching and therapy sessions</li>
<li>Tuition Reimbursement for qualifying employees</li>
<li>Employee Ambassador preferred banking products</li>
<li>Employees may, at the company’s discretion, be eligible to receive a cash bonus award</li>
</ul>


Business Banking Portfolio Management Officer - Midvale, UT (In Office)

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<div>
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.</div><div><br>
<br>
</div><div>As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts &ndash; helping clients achieve their financial goals.</div><div><br>
<br>
</div><div><b>Job Responsibilities</b></div><div>
<div><ul><li>Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.</li>
<li>Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.</li>
<li>Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.</li>
<li>Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions &ndash; introducing them to our team of experts to help achieve their financial goals.</li>
<li>Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.</li>
</ul><div><b>Required Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Ability to put clients first and exceed their expectations &ndash; delivering attentive and friendly service, creating a welcoming environment.
</li><li>Ability to build trusted relationships &ndash; demonstrating genuine care and concern during interactions with clients.</li>
<li>Ability to engage clients &ndash; communicating clearly and politely to understand and help, anticipating client needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing a consistent client experience.
</li><li>Ability to elevate the client experience &ndash; working collaboratively as a team to deliver seamless service with care and sincerity.</li>
<li>Ability to quickly and accurately learn products, services, and procedures.</li>
<li>Client service experience or comparable experience.</li>
<li>High school diploma or GED equivalent.</li>
</ul><div><b>Preferred Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Strong desire and ability to influence, educate, and connect customers to technology solutions.</li>
<li>Cash handling experience.</li>
</ul></div></div></div></div></div></div><div></div><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Part Time Associate Banker Orlando Northwest - The Villages (30 Hours)

Part Time Associate Banker Orlando Northwest - Ocala (30 Hours)

<div><b>JOB DESCRIPTION</b><br>
<div>
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.</div><div><br>
<br>
</div><div>As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts &ndash; helping clients achieve their financial goals.</div><div><br>
<br>
</div><div><b>Job Responsibilities</b></div><div>
<div><ul><li>Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.</li>
<li>Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.</li>
<li>Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.</li>
<li>Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions &ndash; introducing them to our team of experts to help achieve their financial goals.</li>
<li>Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.</li>
</ul><div><b>Required Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Ability to put clients first and exceed their expectations &ndash; delivering attentive and friendly service, creating a welcoming environment.
</li><li>Ability to build trusted relationships &ndash; demonstrating genuine care and concern during interactions with clients.</li>
<li>Ability to engage clients &ndash; communicating clearly and politely to understand and help, anticipating client needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing a consistent client experience.
</li><li>Ability to elevate the client experience &ndash; working collaboratively as a team to deliver seamless service with care and sincerity.</li>
<li>Ability to quickly and accurately learn products, services, and procedures.</li>
<li>Client service experience or comparable experience.</li>
<li>High school diploma or GED equivalent.</li>
</ul><div><b>Preferred Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Strong desire and ability to influence, educate, and connect customers to technology solutions.</li>
<li>Cash handling experience.</li>
</ul><p>FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase&rsquo;s review of criminal conviction history, including pretrial diversions or program entries.</p>
</div></div></div></div></div></div><div></div><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Part Time Associate Banker North Sacramento (30 hours)

Community West Bank

<div><b>STATUS:</b> Non-exempt, full-time, 40 hours per week
<br>
<b>DEPARTMENT: </b>Banking Services<br>
<b>LOCATION: </b>Sacramento Point West, CA<div><div><div><div><div><div><p><b><br>
Job Summary and Scope of Responsibility: </b>Perform various functions in support of branch operations and assist clients with new accounts, consumer/small business lending applications, branch services and account transactions.</p><p></p><p><b><br>
Essential Functions:</b> With or without reasonable accommodation must be able to perform all essential job functions as described below.</p><ul><li>
Assist clients with account transactions and inquiries, wire transfer requests and related currency, including domestic/foreign currency exchange/sales orders, or account transactions.</li><li>
Monitor, maintain custody of, and balance drawer cash and coin.</li><li>
Complete required reports to document cash or negotiable instruments pursuant to regulatory requirements.</li><li>
Update and close consumer checking/savings accounts and safe deposit boxes.</li><li>
Assist clients with the completion of fraudulent activity dispute forms.</li><li>
Review ATM deposits to identify potential risks. Initiate a hold or other appropriate action.</li></ul><p></p><p><b><br>
Minimum Qualifications to Perform Essential Functions</b><br>
<b>Knowledge, Skills and Abilities:</b></p><ul><li>
Knowledge of and ability to accurately apply applicable federal/state banking regulations.</li><li>
Knowledge of consumer banking products and services.</li><li>
Aptitude and enthusiasm for client service and sales.</li><li>
Basic math skills (addition, subtraction, multiplication and division).</li><li>
Ability to identify denominations and count currency.</li><li>
Professional demeanor and speaking skills.</li><li>
Good judgment, decision-making, analytical and problem-solving skills.</li><li>
Professional and service-oriented demeanor and communication skills.</li><li>
Computer proficiency, including internet browsers and Microsoft Office Suite products.</li></ul><p></p><p><b><br>
Experience and/or Education:</b></p><ul><li>
One year (within last five) of branch teller and/or new accounts experience.</li><li>
Two years of recent experience opening business checking and trust accounts, preferred.</li><li>
Effective public speaking and presentation skills, preferred.</li></ul><p></p><div><div><p><br>
Excellent benefits package for eligible employees and their families. Competitive salary BOE in the range of $22.00 - $30.00 Hourly.</p><div></div><div><div><p>
Equal Employment Opportunity Employer/Veterans/Disabled.</p></div></div></div></div></div></div></div></div></div></div></div><p></p>

Banking Center Specialist - Sacramento Point West

Part Time Associate Banker North County (30 hours)

Citi

<div><p>The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.<br>
<br>
<b>Responsibilities:</b></p><ul><li>
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products</li><li>
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program</li><li>
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers</li><li>
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience</li><li>
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals</li><li>
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions</li><li>
Understand and comply with Citibank policies, standards and procedures</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul><p><b><br>
Qualifications:</b></p><ul><li>
0-2 years of relevant experience</li><li>
Previous banking, retail, or sales experience preferred</li><li>
Knowledge of Smart Banking tools and technologies</li><li>
NMLS registration; Safe Act compliant</li><li>
Consistently demonstrates clear and concise written and verbal communication skills</li></ul><p><b><br>
Education:</b></p><ul><li>
Bachelor's Degree/University degree or equivalent experience</li></ul><p></p><p><br>
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.</p><p></p><p>
-</p><p><b>
Job Family Group:
</b></p>Consumer Sales<p>
-</p><p><b>
Job Family:</b></p>
Branch Sales<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Primary Location:</b></p>
Colton California United States<p>
-</p><p><b>
Primary Location Full Time Salary Range:</b></p>
$54,100.00 - $75,500.00<p><br>
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.</p><p>
-</p><p><b>
Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><b>
Anticipated Posting Close Date:</b></p>
Mar 25, 2026<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i><br>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Personal Banker SAFE Act, Colton Branch, Officer

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