Institutional Sales Trader NJ
Remote Banker Job
Institutional Sales Trader (Remote)
Commission only.
Company Overview: We are partnered with a well-established, brokerage firm, headquartered in New Jersey with additional offices in Florida, has been a trusted leader in the industry for over 20 years. They take pride in being the only institutional broker-dealer in the country with a special certification that allows us to engage in certain federal contracts. As they continue to grow, we are seeking a dynamic and motivated Institutional Sales Trader to join the growing team.
Job Overview: We are looking for a talented and driven Institutional Sales Trader to work remotely, focusing on institutional markets, including equities, pre-IPO securities, and derivatives regulation. The ideal candidate will play a key role in executing trades, advising clients, and contributing to the overall success of our Capital Markets division. This is a unique opportunity to be part of a forward-thinking, minority-owned firm with a strong industry presence. In-office work options available if desired.
Key Responsibilities:
Execute trades in equities, pre-IPO, securities, and derivatives on behalf of institutional clients.
Build and maintain relationships with institutional clients, providing insights and strategic trading advice.
Stay informed on market trends, regulatory changes, and developments in capital markets.
Provide exceptional client service and proactively address client needs.
Work closely with senior traders, management, and compliance teams to ensure best execution and adherence to regulatory requirements.
Qualifications:
Proven experience in institutional sales trading with a deep understanding of equities, pre-IPO, securities, and derivatives.
Strong knowledge of capital markets and regulatory environments.
Portable book
Excellent communication and relationship-building skills.
Ability to work independently in a remote setting and meet performance goals.
Self-motivated with a strong work ethic and client-focused mindset.
Compensation:
Competitive salary with 50% and over payout structure based on portable book and performance.
Join a minority-owned, industry-leading company with a unique position in the market and contribute to our continued success in the institutional trading space.
Send your resume to
*************************** for consideration. Call ************ for more information.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Financial Representative
Banker Job In Columbus, IN
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Representative
Remote Banker Job
Exciting Opportunity for Financial Literacy Coaches!
My wife and I are expanding our office and are looking to train and mentor a select group of talented Financial Literacy Coaches to join our team remotely!
With over 10 years of experience helping families both personally and professionally, we're passionate about empowering others and making a meaningful impact. If you're dedicated to improving financial education and looking for a rewarding career opportunity, we'd love to connect with you!
What We Offer:
Remote work flexibility
Comprehensive training and mentorship
A proven track record of success (10+ years helping families thrive)
A chance to be part of a supportive, results-driven team
If you're ready to take your career to the next level, send us your resume via email at ************************ or feel free to call/text us.
Open to US Residents Only.
Let's chat and see if there is a mutual interest in working together.
#FinancialLiteracy #CoachingOpportunity #RemoteJobs #FinancialEducation #Mentorship #CareerGrowth
Financial Representative
Remote Banker Job
At Rethink Wealth, we're not just financial representatives - we're partners in helping individuals, families, and business owners build lives of purpose, security, and abundance. We challenge the status quo of traditional financial planning by offering values-driven, fully customized strategies that align with our clients' goals - not just their portfolios. Whether you're growing your wealth, protecting your business, or preparing for retirement, we bring clarity, confidence, and intention to every financial decision.
Our team is powered by collaboration, driven by impact, and focused on delivering lasting results. Through advanced planning strategies, modern tools, and relationship-first service, we help our clients rethink what's possible - and achieve it!
Our Specialties:
Comprehensive Financial Planning
Wealth Building & Asset Protection
Investment Strategy & Management
Business & Exit Planning
Tax-Efficient Strategies
Legacy & Estate Design
Who We Are for:
Driven individuals, visionary business owners, and professionals who value expert guidance with a personal touch.
Join Us:
Whether you're a client seeking clarity or a professional seeking a purpose-driven career, Rethink Wealth is where strategy meets significance.
Role Description
This is a full-time hybrid role for a Financial Representative located in the San Antonio, Texas Metropolitan Area. The Financial Representative will be responsible for day-to-day tasks including developing personalized financial plans, providing investment advice, managing client portfolios, and offering insurance solutions. The role involves combining in-office work with the option to work from home.
Qualifications
Skills in Financial Planning and Retirement Planning
Knowledge of Insurance and Finance
Experience with Investments
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Certified Financial Planner (CFP) designation or related accreditation is a plus
Financial Representative
Remote Banker Job
Northwestern Mutual is a leading financial services company that has been helping clients secure their future for over 160 years. We are looking for motivated and ambitious individuals who want to join our growing team of financial representatives in Middleton, WI.
Northwestern Mutual is 166 years old and one of the top performing companies in the industry. Here at Northwestern Mutual, we are committed to the clients we serve and a part of that service means hiring and developing some of the best advisors in the country.
Are you looking for a rewarding and fulfilling career that allows you to make a positive impact on people's lives? Do you have a passion for helping others achieve their financial goals and dreams? If so, you might be the perfect fit for our team!
As a financial advisor, you will have the opportunity to:
Build your own practice and clientele, with the support and guidance of our experienced mentors and managers.
Provide comprehensive financial planning and advice to individuals, families, and businesses, using our proven products and services.
Earn a competitive income, with unlimited potential for growth and recognition. The average salary range for our financial advisors in the first year is $52,000-$105,000, depending on your performance and qualifications.
Enjoy a flexible and balanced work schedule, with the freedom to set your own goals and pace.
Access our award-winning training and development programs, which will help you acquire the skills and knowledge you need to succeed in this industry. We also offer sponsorship for the Certified Financial Planner (CFP) certification, as well as other professional designations and licenses.
Benefit from our comprehensive benefits package, which includes health insurance, retirement plans, disability coverage, and more.
If you are ready to start your dream career as a financial representative, don't hesitate to apply today! We are looking for candidates who have:
A bachelor's degree or equivalent work experience.
A strong work ethic and a desire to learn and grow.
Excellent communication and interpersonal skills.
A positive attitude and a high level of integrity.
A valid driver's license and reliable transportation.
To apply, please submit your resume online. We will contact you shortly to schedule an interview.
Don't miss this opportunity to join one of the most respected and trusted financial services companies in the world. Apply now and start your journey with Northwestern Mutual!
INCOME GROWTH OPPORTUNITY
:
Average vs Top 25%
Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000
Beyond income, you'll also have access to a comprehensive benefits package:
Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
Our work environment includes:
Modern office setting
Growth opportunities
On-the-job training
Regular social events
Safe work environment
Work-from-home days
Note: This job description is intended to provide a general overview of the position. Duties, responsibilities, and requirements may be subject to change based on the needs of the company.
Job Type: Full-time
Income $52,000.00 - $105,000.00 per year
pay types:
Bonus opportunities
Commission pay
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance
Work Location: Hybrid remote in Middleton, WI 53562
Qualifications
Bachelor's degree in finance or related field preferred but not necessary
sales experience a plus but not necessary
Excellent interpersonal skills and communication skills
Asset Trader I
Remote Banker Job
ACCIONA Energía is the biggest 100% renewable energy company with no fossil legacy in the world. With more than 30 years of experience and operations in 20 countries on five continents, ACCIONA Energía offers a wide portfolio of tailored energy solutions so that its corporate and institutional clients can meet their decarbonisation goals. This includes the development, engineering, construction, operation and maintenance of renewable power plants -mainly wind and photovoltaic technologies-, energy sales and management and marketing, energy services, self-consumption, electric mobility and new technologies such as storage and green hydrogen. ACCIONA Energía is governed by the most demanding environmental, social and corporate governance (ESG) criteria.
Acciona Power Marketing is responsible for maximizing revenues from the operating and development fleet of generation assets while originating innovative structures to meet customer demand.Power Marketing is the commercial interface to the marketplace and is chargedwith mitigating portfolio risk while being opportunistic in the market to add value to the company.
The Power Trader & Analyst will play a key role in optimizing project performance, from strategic planning through real-time execution. This includes developing and implementing bidding and dispatch strategies, executing transactions across multiple market channels, and managing risk exposure to ensure efficient asset optimization.
Responsibilities:
Develop hedging and optimization strategies for the fleet of renewable assets with merchant exposure.
Create and execute the daily optimization plan and bidding strategy for the Day-Ahead market
Monitor market conditions and asset performance to dynamically adjust strategies.
Execute transactions through various market channels, including bilateral agreements, exchanges, and OTC brokers.
Assess portfolio exposures such as volume, shape, price, and basis risk to recommend operational and hedging strategies.
Support and monitor the deployment of optimization strategies for energy storage portfolios in collaboration with third-party providers.
Continuously monitor and analyze grid operations, congestion, weather patterns, generation and transmission outages, and other market fundamentals to maintain an informed and forward-looking market perspective. Additionally, lead or contribute to third-party studies that assess these factors to support strategic decision-making.
Support new project pipeline and M&A goals assessing merchant and structured offtake opportunities to create the best risk adjusted return profile.
Participate in cross-department projects as needed to advance execution and operational capabilities of the Power Marketing function.
Serve as thought partner to bring innovate structured origination products to market which could include block clean energy offtake and co-location opportunities.
Requirements:
Bachelor's degree in a quantitative field such as Business, Engineering or Mathematics.
Strong academic foundation in statistics, optimization, economics, and finance. Academic exposure to electricity and energy markets is a plus.
Strong analytical, organizational, and project management skills.
Ability to process large datasets, identify patterns, and derive actionable insights.
Comfortable working in a fast-paced, dynamic trading environment.
Excellent problem-solving skills with a self-starter mentality and strong market instincts.
Effective communication skills with the ability to collaborate across teams.
0-2 years of industry experience. Prior exposure to energy markets or asset optimization is a plus.
Experience with programming or query languages such as Python, R, or SQL is a plus.
Experience at an Independent Power Producer, Utility, or Energy Company is a plus but not required.
Have a valid driver's license and satisfactory driving record
Benefits - we've got you covered!
Base Pay: $65,000 - $85,000 based on experience, education, and skillset -Incentives based on the role!
Comprehensive Benefits starting on Day 1, including medical, dental, and vision insurance for you and eligible dependents, plus an Employee Assistance Program (EAP), HSA company contributions, and FSA options. After 90 days, you'll also have access to life insurance, disability coverage, paid parental leave, and optional plans
401(k) with company match and immediate vesting after 90 days
15 days of PTO (with 1 additional day per year of service), 9 public holidays, and 2 flexible holidays
$50 monthly reimbursement for health, wellness, or fitness-related memberships and equipment
Career development and growth opportunities, along with access to technical, skills, and language training programs, including tuition reimbursement
Downtown Chicago office, featuring a modern, open layout with plenty of collaborative spaces and breakout areas. Daily perks include coffee, complimentary healthy snacks, and free access to the building's fitness center
Hybrid work schedule, with 3 days in the office and 2 days working from home, plus early Fridays with a 3 p.m. cut-off
Senior Financial Planning and Analysis Associate
Remote Banker Job
At Inventprise, developing innovative and widely available vaccines is in our DNA. By producing targeted vaccines for populations worldwide, we're addressing global health inequalities and empowering people to live healthy lives-no matter where they live. Headquartered in Redmond, WA, our goal is to deliver affordable, effective vaccines at large scale to Low and Middle-Income Countries, as well as populations in the U.S. and around the world. Inventprise is committed to creating a diverse and inclusive workplace, where our people are inspired to do their best work. We're proud to have some of the world's most qualified industry scientists, researchers, and manufacturing professionals on our team, and strive to create a vibrant, dynamic presence in the Washington State Life Sciences environment.
What the Role Offers - Senior Financial Planning and Analysis Associate
The Senior Financial Planning and Analysis Associate will develop, interpret, and implement financial concepts to support financial planning and control.
What You Need to Succeed
Lead and manage technical analysis of present and future company financial performance.
Gather, analyze, prepare, and summarize recommendations for financial plans and operating forecasts.
Perform economic research and studies in the areas that impact the company's financial performance.
Lead and manage financial reporting with ERP software, facilitating the production of budgeting, forecasting, and variance analysis for operations and financial reporting.
Lead overall project management of cyclical financial activities.
Prepare and lead presentations on various financial projects.
Experience leading FP&A activities within a manufacturing environment is a must.
Experience using and managing an ERP system like NetSuite is a must.
Ability to communicate clearly and present complex financial concepts in a simple manner.
Ability to work collaboratively with different levels of stakeholders across departments.
Comfort with a fast-paced and at times, an ambiguous environment.
Required Qualifications:
MBA or Masters in Accounting or related discipline.
5+ years of professional experience, preferably at a biotechnology or biopharmaceutical company.
CFA or related certifications a plus.
Physical Demands:
Frequently use of office equipment that requires manual dexterity to operate (i.e. computers, phones, etc.).
Occasional carrying, handling, and reaching for objects up to 30 pounds.
Frequently sit or stand for long periods of time.
Mental Demands:
Requires operational discipline to consistently focus and execute work-related tasks, with a minimum of human error and supervision. This involves self-checking of work immediately upon completion, and the ability to find / correct errors.
Ability to elevate potential concerns/discrepancies to executive management in a timely fashion.
Ability to manage time effectively to coordinate multiple projects simultaneously.
Ability to use problem-solving techniques to ensure project goals are met.
Effective communication skills, both verbal and written, are necessary to communicate within different departments and with external clients, maintaining a professional demeanor.
Working Conditions:
Onsite position in Redmond or Woodinville, WA unless otherwise specified. Remote work required if travel is necessary.
Primarily this position involves working in an office environment.
Estimated Base Salary:
$101,500 - $111,000 / year DOE
It is not typical for an individual to be hired at or near the top of the pay range and compensation decisions are dependent on the facts and circumstances of each case.
The specific compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience and location.
Benefits:
Medical, Dental, Vision, FSA, or HSA: Inventprise contributes 80% toward the Medical, Dental, and Vision coverage for the employee, and their enrolled spouse, and dependents. Medical plans are currently provided through Premera Blue Cross.
401(k) program: Inventprise offers both pre-tax 401(k) and post-tax Roth retirement savings plans, letting you decide how you want to save for the future. We also make an employer contribution of 3% of your total earnings each pay period, regardless of whether you contribute.
Paid Time Off: Generous PTO, in addition to paid holidays.
Stock & Bonus Plans: Employees are eligible to participate in the Company's Bonus and Stock plans.
Our People-First Philosophy
At Inventprise, you'll be part of a world-class team working on innovative vaccines and technologies that have global impact. Our people are an integral part of our strategy, allowing us to grow as a company and improve our performance year-over-year.
Our company was built on the belief that by working together, we have the ability to make the world a better place and improve lives. We have a growth mindset and are constantly looking for ways to enhance our contributions to improve global health. We believe that when we support each other and set high standards, we are able to do our best work.
Equal Opportunity Employer
Inventprise is an equal-opportunity employer. All qualified applications will receive consideration for employment without regard to race, age, gender, identity, sexual orientation, color, religion, sex, marital status, national origin, protected veteran status, disability status, or any other status protected by federal, state, or local law.
Entry Level Financial Representative
Remote Banker Job
At Build Your Legacy Now, we are more than a financial services company-we are a movement dedicated to empowering individuals and families to achieve financial independence and long-lasting security. Our mission is to provide individuals from diverse backgrounds with the tools and knowledge needed to build thriving financial services businesses, ensuring every family has access to the guidance they need for a secure and prosperous future.
We believe financial literacy and access to personalized financial strategies should be universal. That's why we partner with aspiring financial entrepreneurs, equipping them with resources, training, and support to deliver exceptional service to their clients. By fostering a culture of empowerment, integrity, and personal growth, we aim to create a ripple effect that positively impacts not only our clients but also their communities and future generations.
Through personalized, client-centered interactions, we take the time to understand where our clients are today and where they aspire to be. By bridging that gap, we help build strong financial foundations, offering peace of mind for life's most significant events. Whether it's preparing for retirement, safeguarding a family's future, or building wealth, Build Your Legacy Now is dedicated to helping clients make informed decisions and achieve their goals with confidence.
At the heart of everything we do is our unwavering commitment to creating legacies that last for generations, one family at a time.
Role Description: Entry Level Financial Sales Position (Remote)
We are looking for a motivated individual to join our team in an Entry Level Financial Sales Position. In this fully remote role, you will connect with clients through Zoom, build meaningful relationships, and provide tailored financial solutions that empower them to achieve long-term security. As a creative problem-solver with strong analytical and interpersonal skills, you'll thrive in a fast-paced environment where trust and personalized service drive success. By fostering strong connections with clients, you'll build lasting partnerships that deliver real value for their financial futures.
Key Responsibilities
Conduct virtual consultations to understand clients' financial needs and goals
Recommend customized life insurance and annuity solutions that align with client objectives
Build and maintain long-term client relationships
Use innovative thinking to address challenges and provide personalized solutions
Deliver professional, client-focused service in every interaction
QualificationsRequired Skills and Experience
Exceptional communication and interpersonal skills
Proven sales and negotiation abilities
Solid understanding of financial products and services
Self-motivated with the ability to work both independently and collaboratively
Strong organizational and time-management skills
Proficiency in Microsoft Office Suite
Ability to work with diverse client needs and adapt to varying levels of financial understanding
Experience in managing and nurturing client relationships over time
Ability to handle objections professionally and maintain persistence in sales efforts
Comfort with technology, including video conferencing tools and CRM software
Additional Qualifications
Detail-oriented with a focus on accuracy in documentation and processes
Ability to handle confidential and sensitive information with professionalism
Strong decision-making skills and ability to manage multiple tasks simultaneously
Ability to work under pressure and meet sales targets
A basic understanding of taxes, retirement planning, and estate planning principles is a plus
Preferred Experience
Active Life Producer's License
Previous experience in sales or financial services, particularly in insurance or wealth management
Knowledge of annuities, long-term care insurance, or other supplemental insurance products is a plus
Personal Qualities
Integrity, reliability, and a caring attitude
A natural listener and effective communicator
Ambitious, with the heart of a teacher and the vision of a leader
Positive, relatable, and passionate about helping others
Dedicated to making a meaningful impact
Professional in appearance and demeanor
A lifelong learner with a growth mindset and a desire to continually improve
Compensation
This position is commission-based, with competitive earning potential:
Part-Time: $45,000-$60,000 (average)
Full-Time: $97,000-$145,000 (average)
Why Join Us?
At Build Your Legacy Now, we offer:
Work-life balance: You design your own schedule
Competitive compensation: Unlimited earning potential
Fully remote work: Conduct client meetings via Zoom
Career growth: Opportunities for professional development and advancement
Diverse teamwork: Collaborate with a supportive and inclusive team
Company culture: Celebrate achievements with team events and gatherings
If you're passionate about helping others secure their financial futures and ready to make a difference, we invite you to join Build Your Legacy Now. Let's build legacies together!
Corporate Finance Associate Attorney - Boutique Denver Firm
Remote Banker Job
LHH has a fantastic position open with a boutique Denver law firm that provides the capability to have hands on work with sophisticated corporate and finance clients on secured and unsecured deals, while also being able to achieve bonuses at lower billable hours.
This role will allow you to gain hands on work with clients and allow you to expand your practice and expertise on general corporate and finance matters.
This position offers:
Bonus payouts after lower billable hours than larger firms, and significant business development bonuses
Flexible hybrid work schedule working from home two days a week
Bonuses at lower billable hours that significantly increase compensation to Cravath level
Direct client contact and hands on experience
Qualifications:
Must be licensed and in good standing in Colorado
Excellent academic credentials
4+ years of general Corporate and Finance experience
Salary and benefits:
The base salary range for this role in the Colorado market is $140,000-$190,000, and additional bonuses that significantly increase compensation potential.
Medical, dental, vision benefits
401K
Maternity/Paternity leave
If you are interested and qualified, please apply directly to this posting. If this position is not right for you but you are interested in working with a recruiter to explore the legal market in confidence, please email me at ********************.
Remote Insurance and Investments Financial Services Rep
Remote Banker Job
Part time & Full-time traveler friendly! Work from home supplemental income or career change in the insurance, investments, & mortgage industry. This sales opportunity can be fully remote. Opportunity for the stay-at-home career seeker who is desiring to gain experience in entrepreneurship & independent contractor work.
More about the role:
No prior experience in financial services is required.
All required pre-licensing courses and required state licenses are covered by partnered companies. (Fingerprints required in some states).
This is an opportunity to be trained to be an insurance sales agent and or a field trainer of sales agents.
Options to be a part time representative, a full time self employed agent, a recruiter/trainer of agents, or a builder of brokerages.
No sales quotas enforced.
Weekly extensive training provided & recommended via Zoom.
The desired candidate is required to learn:
- sales strategies
- networking
- recruiting
- Online prospecting
- overcoming objections
- presentations
- Field training
- Developing/replicating systems
- Use of Zoom Cloud Meetings
- Client Relationships
The desired candidate can obtain the following skills:
• Excellent written and verbal communication skills
• Strong customer service skills
• Thrive in a flexible environment
• Entrepreneurial Mindset
• Strong leadership and decision-making skills
• Ability to develop, manage and drive growth
• Goal Oriented
Requirements:
* Must be 18+ (This is a FEDERAL REQUIREMENT)
* Must pass a criminal background check (No Felonies)
* Must have access to reliable wifi
* Must have access to Zoom Cloud Meetings
* Any other material/equipment must be provided by agent as this is an independent contractor position, however tax write off advantages are available
* Self Disciplined
* Trustworthy
Company provided:
• - Paid training program
• - State & Federal Licenses
• - Part or Full time Flex options
• - Commissions and Bonus Based Compensation
Residual income, stock opportunities, & tax advantages available.
1099 Independent Sales Contractor 100% commission paid position.
Remote Financial Service Representative
Remote Banker Job
Are you looking for a rewarding and flexible career? HIAS has join the team with Primerica Financial Services to hire new Entry Level Financial Representative! At Primerica, we believe in empowering individuals and families to achieve financial independence. As an Entry Level Financial Representative, you will have the opportunity to make a positive impact on people's lives from the comfort of your own home.
NO PREVIOUS EXPERIENCE NECESSARY. We provide comprehensive training to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers.
As a Financial Representative, you will:
Build relationships with clients and provide them with financial education and guidance.
Identify their needs and recommend appropriate solutions.
Assist clients in obtaining the necessary financial products and services.
Manage and grow your client base.
We are looking for candidates with:
Excellent customer service skills
An entrepreneurial mindset
Strong leadership and decision-making skills
The ability to develop, manage, and drive growth.
Access to internet or Wi-Fi connection
If you are 18 or older and pass a background check, we want to hear from you! Self-discipline, self-accountability, trustworthiness, and honesty are essential qualities we are seeking in our team members.
Primerica Financial Services provides:
Training to help you succeed
Coverage for all required pre-licensing courses and state licenses
Part-time or full-time flexibility
No quotas or caps on commissions
Stock opportunities
Residual income opportunities
Join us in the journey of financial empowerment!
Requirements:
18 years of age or older (This is a FEDERAL requirement)
Pass a background check (No felonies)
Self-discipline and self-accountability
Trustworthiness and honesty
Remote Equity Trader Position
Remote Banker Job
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Experienced Trader
Remote Banker Job
About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser.
Overview:
DV Trading is actively seeking to hire experienced traders or trading teams who have meaningful trading experience and a proven record of success. We have successfully provided our desks with a platform to both amplify their existing strategies and leverage our global reach to expand into new frontiers.
DV hires and invests in exceptional talent with the goal of empowering them to make a lasting and positive impact on the organization. Our management principles and work environment are designed to foster free flowing creativity and a no-fear attitude towards expressing and testing of new and interesting ideas. Most people who walk into our offices comment on the persistent buzz that permeates the floor. This energy has resulted in high output and a steady trajectory of growth since day one.
Requirements:
Minimum 3 years of working experience within a proprietary trading firm or hedge fund
At least 1 year in a risk taking role
Ability to clearly articulate your strategy as well as provide validation
Superb analytical and mathematical skills
Ability to work successfully in a fast-moving and competitive environment
DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.
Virtual Banker - On Site (Spanish speaking preferred not required)
Remote Banker Job
Requirements
Job Qualifications
Must be fluent in Spanish and English
Familiarity with banking products and services.
Ability to communicate effectively in person, on-screen, over the phone and in writing.
Ability to solve problems while working directly with external and / or internal customers.
Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc.
Strong attention to detail and ability to complete work accurately.
Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions.
Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems.
Good interpersonal communication.
Good organization and time management skills.
Ability to listen and develop/suggest solutions to problems.
Ability to retain confidential information.
Willingness to work flexible hours.
Education & Work Experience
High school diploma or equivalent.
1 year Customer Service, Retail banking or equivalent experience.
Experience with using Onboard deposit software system, preferred.
Fluent in Spanish and English
EEO Statement
Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated. This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
Private Client Banker - Homewood Green Springs - Homewood, AL
Remote Banker Job
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Virtual Banker
Remote Banker Job
The Virtual Banker will work to provide a complete range of bank services utilizing Interactive Teller Machine (ITM) live video technology connected to branches across the banks footprint. The Virtual Banker will provide exceptional customer service, which includes cashing checks, depositing checks, account servicing, account maintenance, and explaining products that may be available to meet the needs of the customer. This position will build relationships with video banking customers and identify sales opportunities, including new accounts, cross sell of existing accounts, and loan opportunities. The Virtual Banker should maintain a broad knowledge of the financial industry as a whole and the organization (including its policies, procedures, products, and related services).
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Meet or exceed established standards of performance for service and sales while providing an exceptional customer experience
* Maintain confidentiality and security of customer information according to regulatory and company guidelines and policies
* Process customer transactions accurately including; deposits, transfers, stop payments, loan payments, etc.
* Provide customers with answers to inquiries regarding a very broad and challenging range of financial services in an efficient and timely fashion
* Uncover banking needs through the discovery process by initiating conversations with all customers and responding efficiently and accurately, as well as promoting and cross-selling bank products and services in a professional manner
* Investigate, track, and resolve customer problems and inquiries in a timely manner
* Maintain knowledge of Customer Experience Center policies and procedures, bank products and services, general operating procedures, and regulations to protect the bank from unnecessary risk
* Participate in training and other learning opportunities to expand knowledge of company and position
* Exhibit positive team spirit and willingness to help customers, both internal and external
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required, college education preferred
* Minimum of 1 year of experience in customer service and/or sales required
* Detail-oriented and good organizational skills
* Ability to produce individual and team sales and customer experience results
* Effective written and verbal communication skills, including a pleasant tone
* Proven ability to work closely with others in a willing and professional manner to resolve problems and address needs
* Strong sales and marketing skills, with proven ability to sell bank products and services preferred
* Strong sense of teamwork, ability to work cooperatively in a team environment
* Comfortable using a variety of technology software products
* Knowledge of bank policies and procedures, regulations, control systems, operational issues related to banking, and retail deposit/loan products and services preferred
* Ability to work and adhere to flexible schedule in a demanding and fast-paced environment (Hours may exceed 40 hours per week, including Saturday rotations)
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
Virtual Banker
Remote Banker Job
CORE VALUES: Park State Bank's Core values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, And INNOVATIVE. We endeavor to live by these values in all that we do!
MISSION: The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience.
POSITION SUMMARY: The Virtual Banker provide exceptional banking services to our clients through virtual channels, such as phone, video conferencing, chat, and email. This role assists clients with their financial needs, answers inquiries, provides guidance, and offers solutions to enhance their banking experience. The selected candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering outstanding customer service in a virtual environment. The role performs routine transaction processing duties as needed for support. As needed, this role may rotate between locations.
Key Responsibilities:
Virtual Customer Service: Provide personalized and professional banking support to clients through virtual communication channels, such as phone, video conferencing, chat, and email.
Digital Tools: Demonstrate proficiency in using virtual banking platforms and applications. Assist clients in troubleshooting issues related to online and mobile banking platforms, including login problems and technical errors.
Account Management: Assist clients with account-related activities, including transfers and maintenance, debit card inquiries, questions and requests regarding enrollment in self-service products. Utilize a working knowledge of the organization's products to meet department productivity and quality standards.
Problem Solving: Investigate and resolve client complaints, issues, and inquiries in a timely and efficient manner.
Collaboration: Collaborate with other departments to resolve complex client issues and ensure a seamless customer experience.
Compliance: Ensure strict adherence to all banking regulations, policies, and procedures during client interactions.
Documentation: Maintain accurate records of client interactions, transactions, and issue resolutions.
Quality Assurance: Maintain a high standard of service quality and contribute to the continuous improvement of virtual banking processes.
SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES:
Other duties may be assigned.
COMPETENCIES:
Customer Orientation
Results Orientation
Integrity
Initiative
Team Player
OTHER SKILLS AND ABILITIES
Must be proficient in using virtual communication tools, including video conferencing, chat, and email.
Strong interpersonal and communication skills, both written and verbal.
Customer service focused
Maintain confidentiality of customer information
Resourceful, well organized and ability to manage distractions
Proficiency in using virtual communication tools, including video conferencing, chat, and email.
Knowledge of banking products, services, and regulatory compliance.
Problem-solving abilities and attention to detail.
Ability to work independently in a virtual environment and collaborate with a remote team.
PERFORMANCE MEASURES:
Meets or exceeds quarterly goals as pre-established by immediate supervisor
Maintains confidentiality of customer account information
Follows established policies and procedures in responding to inquiries and requests
Willingly participates in bank training, including sales and service training
In compliance with all regulations related to job duties
Effectiveness of communications and development of good working relationships with co-workers and customers
WORKING CONDITIONS:
Will need to be able to handle stressful situations and function in a very fast-paced environment while remaining calm and precise. Must have excellent interpersonal and organizational skills and enjoy working with the public. Will need to communicate in a clear, concise, and pleasant manner.
On occasion, may have to work longer hours than scheduled.
Must be able to meet deadlines, multi-task and adjust priorities as necessary. Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank's vendors. Must be a self-starter who challenges existing processes and can identify and implement efficiencies and cost-saving solutions. Will have access to and knowledge of all employees' accounts, client information, and the bank's finances, so the ability to keep information confidential is extremely important.
The employee will be working in an indoor office setting in a light work situation (exerting up to 20 lbs. of force frequently, and/or a negligible amount of force constantly to move objects). Must be able to remain in a stationary position 50% of the time and be able to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity equipment. Employee frequently communicates with other PSB employees, clients and vendors. May be required to travel to branches within the region weekly, so must have a valid driver's license and reliable transportation. Must be able to exchange accurate information both orally and written in English.
Despite ongoing security training, there is always the possibility of a bank robbery.
GENERAL NOTICE:
This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required of the employee. Other duties may be assigned as necessary.
ROLE QUALIFICATIONS:
Education
Post-secondary education preferred but not required
Requirements
High school diploma or equivalent
Minimum of 1-2 years of previous banking or call center experience
This position requires in-person work at our Park State Bank offices located in Minnesota. This is a non-remote position.
Salary Description $19 - $21 / Hourly
Banker II | Carmel
Banker Job In Carmel, IN
As a Banker at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customers' financial wellbeing. Come grow with Busey!
Duties & Responsibilities
Identify customers' and non-customers' financial needs and sell all appropriate products and services.
Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met.
Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs.
Assist with Teller duties on an as needed basis.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong interpersonal communication skills
Bank compliance, security, and operational policies
Possess knowledge of all bank products, features, benefits.
Ability to:
Assess a customer's needs and understand what solutions are impactful
Accurately count money
Learn to operate basic office equipment and banking systems
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Education and Training:
Requires a High School diploma.
Requires previous banking and/or sales experience.
Cash handling experience (preferred)
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Banker must immediately attain active registration upon employment. 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.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18-$21/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). 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.
#BBHP
2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst
Banker Job In Indianapolis, IN
JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
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's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Prime Time Banker
Banker Job In Carmel, IN
Minimum Hourly Rate:
$22.65
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
This position will be responsible for floating to all branches within our Indianapolis footprint. Branches include: Brownsburg, Carmel, Fishers, Indianapolis DT, Westfield, Whitestown, Zionsville, 62nd and Allisonville Rd, 86th and Ditch Rd.
Supervisory Responsibilities: Yes
Summary: As the front-line client ambassador for Centier, the Universal Banker is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing bank client relationships, and recommending value-added bank products and services. This position participates in the daily operations of the branch, which could include, assisting clients with account openings, account management, and other financial service needs and maintenance. The position also provides timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. This position proactively participates in the servant sales process of the branch as directed by management and helps to implement sales tactics to enrich lives as a financial guide for an even better tomorrow.
Essential Duties and Responsibilities:
Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner.
Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business.
Understand, promote, and advise on the bank's products, services and digital delivery channels.
Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds.
Count drawer daily and ensure that cash is in balance. When not in balance, must make effort to identify error.
Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department.
Maintain a position of trust and responsibility by keeping all customer business confidential.
Handle and resolve client problems and complaints in a quick and efficient manner.
Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
Assist associates with balancing their drawers and locating errors.
Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities.
Actively strive to achieve individual, branch, and organizational goals and communicate progress to manager.
Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
Represent Centier professionally with virtual and/or outside community involvement, external initiatives, and volunteerism. Log all hours in volunteer system.
Engage in personal development activities such as online learning and internal/external training to assist in career growth.
Identify and act on opportunities to refer clients to specialists in other lines of business.
Perform PA's, aisle time, and other promotional activities (if applicable).
Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area and branch, adhering to the Clean Desk Policy.
Follow Centier's Mission, Essentials of Excellence and Values in all interactions.
Additional Duties:
Ability to use independent judgement and safe and sound decision making to limit risk to both clients and the bank.
Demonstrated experience properly opening and closing branch facility.
Cultivate strong relationships with clients, among associates, between branches and departments, and with external companies and organizations.
Assist with the development and implementation of strategies to meet or exceed branch goals to increase market and wallet share.
Purposefully participate in and assist with overseeing the Servant Sales process per established guidelines.
Serve clients by counseling them on their financial needs, complete account openings, and originating/closing loans.
Compile consumer loan applications and see requests through entire process to closure or denial and properly handle client communication.
Other Duties and Responsibilities:
The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
Mentor fellow associates on various tasks and assignments.
Available to work evenings, some weekends and at other branches as needed.
Skills and Experience:
Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems.
Proofread and verify written materials.
High attention to detail to ensure accuracy.
Data entry and retrieval of information into a computer, sorting documents, and following logical instructions and systems.
Make texture judgments in verifying the authenticity of currency.
Ability to work well with others and in a team environment.
Ability to work through client problems by listening to understand and thinking through all options. Recommend and implement solutions.
Consultative skills to identify a client's financial needs and recommend solutions.
Adopt new technology, system conversions and software rollouts to successful implementation.
Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals.
Assist management with operational duties including transaction approvals, lunch schedules, signing official checks, and other duties deemed necessary to maintain a sales and operational balance.
Demonstrated ability to work and lead within a team environment.
Train associates as a Branch New Account Mentor and successfully onboard them to serve clients at the desk.
Demonstrated comprehension of consumer credit including loan to value, debt to income, and credit reports.
Demonstrated ability to assist with observing, coaching, and training to enhance associate growth and development.
Minimum Qualifications:
High School diploma
3+ years previous banking
New accounts, lending, and teller experience
2+ years proven sales experience
What do I do now?
Apply with us!
Refer this opening to others!
Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************.
Equal Opportunity Employer: Disability/Veteran
Centier Bank 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.
Member FDIC