Commercial Banking Expansion Market Trainee
Trainee Job At Commerce Bank
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.)
About This Job
Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan.
During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market.
You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk.
Essential Functions
Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions
Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace
Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services
Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic knowledge of the banking/accounting/finance field
Basic analytical skills using financial and accounting principles
Strong relationship building skills and propensity for sales
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Education & Experience
Bachelor's degree in a business-related field
1+ years of financial services or sales experience required
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time
Commercial Banking Expansion Market Trainee
Trainee Job At Commerce Bank
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.)
About This Job
Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan.
During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market.
You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk.
Essential Functions
* Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions
* Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace
* Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services
* Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention
* Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
* Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Basic knowledge of the banking/accounting/finance field
* Basic analytical skills using financial and accounting principles
* Strong relationship building skills and propensity for sales
* Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
* Intermediate level proficiency with Microsoft Word, Excel and Outlook
* Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Education & Experience
* Bachelor's degree in a business-related field
* 1+ years of financial services or sales experience required
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time
CorVel University Claims Trainee
Downers Grove, IL Jobs
The CorVel University Claims Trainee is an entry level position for those who are interested in developing a career path in claims adjudication within Workers' Compensation, Liability, or Subrogation. The CorVel University Claims Trainee will participate in CorVel Claims College, internal mentorship, and/or on-the-job programs to provide them with the tools they need to properly investigate, analyze and manage claims within CorVel's Best Claims Practices. CorVel will support the CorVel University Claims Trainee in obtaining the appropriate jurisdictional certification for adjudicating claims within a specified time frame. The success of this position relies on the ability to multi-task and includes heavy interpersonal communication via phone and email. The duration of time within the trainee title depends upon demonstrated performance, testing and business need. This is a hybrid position.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES:
Attend in-person and virtual, instructor-led training classes to deliver key knowledge on how to handle claims, resolve conflicts, analyze coverages, and deliver industry-leading care and services to injured persons
Learn class curriculum and materials, take an active role in the learning process
Demonstrate understanding of key concepts through online and live, virtual testing, verbally and in written form
Assist Claims Specialists with ad-hoc duties such as initial assessments, intake of claims, interactions via phone, email, and app, updating claim notes and claim status within the appropriate system, filling out forms, validating data, conducting research, etc.
Take necessary steps to obtain Claim Specialist licensure at the direction of CorVel and CorVel client needs within a set period of time
Demonstrate the ability to communicate in a professional manner on video conferences, via phone, and via email
Additional projects and duties as assigned
KNOWLEDGE & SKILLS:
Superior customer service and problem-solving skills
Excellent written and verbal communication skills, including phone skills
Spanish language ability a plus
Strong attention-to-detail, time management, interpersonal and organizational skills
Self-managing with the ability to hit productivity and quality goals while working in an office setting or work-from-home setting
Intermediate to advanced Microsoft Office suite skills
Ability to learn rapidly to develop knowledge and understanding of claims practice, relevant statutes and medical terminology
Ability to identify, analyze and solve problems
Ability to listen, follow directions, and ask clarifying questions when needed
Analytical, enthusiastic and a desire to help people in need
EDUCATION & EXPERIENCE:
High school diploma or GED equivalent, college degree preferred
1 year of service-oriented office experience preferred
PAY RANGE:
CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time.
For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process.
Pay Range: $19.62 - $29.39 per hour
A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management
In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first.
About CorVel
CorVel, a certified Great Place to Work Company, is a national provider of industry-leading risk management solutions for the workers' compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!).
A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off.
CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
#LI-Hybrid
AMP Foundations Trainee - Sarasota, FL
Sarasota, FL Jobs
The AMP Foundations is a development program designed to create a pipeline for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities. Wealth Management Associate participants partner with Financial Advisors in a branch or complex to present financial plans with advisor's clients. They also provide support to Financial Advisors and other branch stakeholders in a number of ways including leveraging Client Relationship Management Systems, on-boarding clients, opening accounts, and financial planning tools for client portfolios. Associates will provide technology training, support, and assistance with business development activities. The goal of the AMP Foundations is to prepare associates in all facets of financial advising with a focus on financial planning, leveraging technology tools, and business development. Wealth Management Associates will be trained on how to create and present financial plans to clients, use of technology solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate participants will also focus on obtaining designations and licenses to include the Securities Industry Essentials (SIE), Series 7, Series 66, and Wealth Management Specialist℠ (WMS℠) designation. The AMP Foundations program offers comprehensive education, training and mentorship in both technical and sales skills. The approach of the program fully positions the participant for success and long-term development. At the conclusion of the program, associates will transition either into a branch team or stand alone AMP Advisor role.
**Responsibilities**
- Assist with onboarding new clients including opening accounts and updating Client Relationship Management systems.
- Develop financial plans leveraging MoneyGuidePro financial planning software.
- Partner with Financial Advisors in branch or complex to present financial plans with advisor's clients.
- Leverage financial advisor technology resources and brand and brand utilization of the resources in the branch or complex.
- Learn and practice client relationship foundations by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
- Practice business development strategies, in conjunction with coaching and mentorship to prepare for developing a book of business as a Financial Advisor in the AMP program.
- Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
- Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
- Performs other duties and responsibilities as assigned.
**Skills**
- Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
- Basic principles and methods for showing, promoting, and selling products or services.
- Fundamental investment concepts, practices and procedures used in the securities industry.
- Financial markets and products.
- Preparing and delivering clear, effective, and professional presentations.
- Strong communication and interpersonal skills to build relationships with clients.
- Excellent problem-solving skills to identify the needs of clients through effective questioning and listening techniques.
- Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
- Leverage technology for maximum effectiveness
- Accept criticism and deal calmly and effectively in high stress situations.
- Effectively communicate portfolio losses while preserving client loyalty.
- Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.
- Network in the community and effectively market him or herself and Raymond James.
**Educational/Previous Experience Requirements**
**Education/Previous Experience**
- Bachelor's degree (B.A) from four-year College or university preferred.
- OR ~
- A minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
**Licenses/Certifications**
- None required
**Education**
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
**Work Experience**
General Experience - 3 to 6 years
**Certifications**
**Travel**
Less than 25%
**Workstyle**
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
\#LI-AM2
AMP Foundations Trainee - Sarasota, FL
Sarasota, FL Jobs
The AMP Foundations is a development program designed to create a pipeline for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities. Wealth Management Associate participants partner with Financial Advisors in a branch or complex to present financial plans with advisor's clients. They also provide support to Financial Advisors and other branch stakeholders in a number of ways including leveraging Client Relationship Management Systems, on-boarding clients, opening accounts, and financial planning tools for client portfolios. Associates will provide technology training, support, and assistance with business development activities. The goal of the AMP Foundations is to prepare associates in all facets of financial advising with a focus on financial planning, leveraging technology tools, and business development. Wealth Management Associates will be trained on how to create and present financial plans to clients, use of technology solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate participants will also focus on obtaining designations and licenses to include the Securities Industry Essentials (SIE), Series 7, Series 66, and Wealth Management Specialist℠ (WMS℠) designation. The AMP Foundations program offers comprehensive education, training and mentorship in both technical and sales skills. The approach of the program fully positions the participant for success and long-term development. At the conclusion of the program, associates will transition either into a branch team or stand alone AMP Advisor role.
Responsibilities
• Assist with onboarding new clients including opening accounts and updating Client Relationship Management systems.
• Develop financial plans leveraging MoneyGuidePro financial planning software.
• Partner with Financial Advisors in branch or complex to present financial plans with advisor's clients.
• Leverage financial advisor technology resources and brand and brand utilization of the resources in the branch or complex.
• Learn and practice client relationship foundations by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
• Practice business development strategies, in conjunction with coaching and mentorship to prepare for developing a book of business as a Financial Advisor in the AMP program.
• Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
• Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
• Performs other duties and responsibilities as assigned.
Skills
• Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
• Basic principles and methods for showing, promoting, and selling products or services.
• Fundamental investment concepts, practices and procedures used in the securities industry.
• Financial markets and products.
• Preparing and delivering clear, effective, and professional presentations.
• Strong communication and interpersonal skills to build relationships with clients.
• Excellent problem-solving skills to identify the needs of clients through effective questioning and listening techniques.
• Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
• Leverage technology for maximum effectiveness
• Accept criticism and deal calmly and effectively in high stress situations.
• Effectively communicate portfolio losses while preserving client loyalty.
• Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.
• Network in the community and effectively market him or herself and Raymond James.
Educational/Previous Experience Requirements
Education/Previous Experience
• Bachelor's degree (B.A) from four-year College or university preferred.
• OR ~
• A minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
Licenses/Certifications
• None required
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 3 to 6 years
Certifications
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AM2
AMP Trainee - Ft. Myers, FL
Fort Myers, FL Jobs
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success.
In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Responsibilities:
Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
• If hired as a team candidate, the team will provide the specific goals and expectations.
• Meets production targets that impact overall company revenue goals.
• Develops a book of business consistent with AMP program goals for assets under management and required production.
• Provides a high level of client service.
• Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
• Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
• Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
• Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
• Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
• Opens, transfers, and closes customer accounts.
• Maintains appropriate account records while monitoring the customer's portfolio.
• Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
• Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
• Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
• Stays abreast of investment products, industry rules and regulations, and financial planning.
• Performs other duties and responsibilities as assigned.
Skills:
• Economic and accounting principles and practices.
• Financial markets, banking, and financial data analysis and reporting.
• Basic principles and methods for showing, promoting, and selling products or services.
• Firm's working structure, policies, mission, strategies, and compliance guidelines.
• Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
• Identifying the needs of customers through effective questioning and listening techniques.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
• Continuously learn investment products, industry rules and regulations, and financial planning.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
• Establish and maintain effective working relationships with clients and colleagues.
• Persevere, handle rejection and show resilience during the prospecting and networking process.
• Network in the community and effectively market him or herself and Raymond James.
• Demonstrate persistence in the face of obstacles.
• Accept criticism and deal calmly and effectively in high stress situations.
Educational/Previous Experience Requirements:
• Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments.
Licenses/Certifications:
• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
• Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
General Experience - 3 to 6 years
Certifications
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AM2
AMP Trainee - Orlando, The Villages, Melbourne, FL
Orlando, FL Jobs
Responsibilities: Become trained and skilled to effectively and efficiently perform the Financial Advisor role: - If hired as a team candidate, the team will provide the specific goals and expectations. - Meets production targets that impact overall company revenue goals.
- Develops a book of business consistent with AMP program goals for assets under management and required production.
- Provides a high level of client service.
- Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
- Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
- Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
- Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
- Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
- Opens, transfers, and closes customer accounts.
- Maintains appropriate account records while monitoring the customer's portfolio.
- Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
- Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
- Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
- Stays abreast of investment products, industry rules and regulations, and financial planning.
- Performs other duties and responsibilities as assigned.
Skills:
- Economic and accounting principles and practices.
- Financial markets, banking, and financial data analysis and reporting.
- Basic principles and methods for showing, promoting, and selling products or services.
- Firm's working structure, policies, mission, strategies, and compliance guidelines.
- Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
- Identifying the needs of customers through effective questioning and listening techniques.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
- Continuously learn investment products, industry rules and regulations, and financial planning.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
- Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
- Establish and maintain effective working relationships with clients and colleagues.
- Persevere, handle rejection and show resilience during the prospecting and networking process.
- Network in the community and effectively market him or herself and Raymond James.
- Demonstrate persistence in the face of obstacles.
- Accept criticism and deal calmly and effectively in high stress situations.
**Educational/Previous Experience Requirements:**
- Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments.
**Licenses/Certifications:**
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
- Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
**Education**
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
**Work Experience**
General Experience - 3 to 6 years
**Certifications**
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment Adv Rep - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA)
**Travel**
**Workstyle**
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Check Services Systems Trainee
Raleigh, NC Jobs
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Train in the design and modification of processes and controls for all Check Services processing systems and applications. System-integration testing of applications and hardware/software updates from vendor and in-house design teams.
CSS is a project driven department where the content of assignments and duties constantly varies. This position interacts regularly with all departments of Check Services, as well as other user groups and developers, to accommodate ongoing functionality changes in processing requirements, and to implement enhancements and services that enrich member benefits and facilitate organizational efficiencies.
Responsibilities:
Note: Please include the weighted % for each responsibility. Do not include any responsibility below 10%. Please include highest priority first, descending in importance/impact. Limit responsibilities to 6 bullet points.
• (20%) Check Services Monitoring and Support
o Assist in user support for production issues for Business Users on VSoft BOS1 and BOS2 applications.
o Acquire basic to sufficient knowledge of Branch Item Capture system to assist in troubleshooting for branch staff with Desktop Support, Configuration Management, etc.
o Learn to become a liaison between Business Users and IT/Vendor when reporting and troubleshooting issues including after hours Production issues.
o Become efficient in issue reporting via Helix or other tracking software.
o Monitors Production systems to validate resolved issues and/or identify new issues that may arise.
o Gain a basic understanding of macros to efficiently produce daily reports for various needs within Check Services.
• (30%) Systems Testing, Administration, and Maintenance
o Become efficient in conducting monthly MS patch testing on VSoft applications in different environments.
o Acquire sufficient knowledge of Business User roles withing VSoft applications and be able to conduct monthly auditing of roles and users for upper management reporting.
o Acquire basic knowledge of file formats and industry requirements, sort patterns, database specifications, workflow designs, and branch and operations user functionality.
o Become efficient in the understanding of check types, parts of a check, and the check clearing process from start to finish.
o Build on basic working knowledge of all systems that interact with Check Services applications, e.g., Active Directory, OnBase, Oracle, Windows, ATM, DDA, Time, Overdraft, EngageOne, etc.
• (30%) Internal Project Involvement (Meetings, Testing, Document Creating/Review)
o Become efficient in the use of Jira and Helix for project tracking and Change Request submissions.
o Acquire basic knowledge and understanding of the testing cycle for fixes from Vendors.
o Attend project meetings with department, other user groups, and technical project staff.
o Create, edit, or review user manuals, notices and Resource Library updates as needed.
o Establish and maintain cohesive relationships with other user and technical groups.
• (10%) Training
o Train in the daily processes of Check Services departments to obtain working knowledge of Business User functionality and needs.
• (10%) Other Duties As Assigned
Disclaimer text may need to be included saying that the above is not an all-inclusive list.
Typically presented as “other duties as assigned.” May need legal feedback for this section.
Required Education & Experience (Knowledge, Skills, & Abilities):
• High School Diploma or GED
• 2 Consecutive years of relevant full-time SECU service
• Must be proficient in Excel, Word, and Outlook
• Must have a basic understanding of SECU systems such as 3270, Mobile Check Deposit, ATM
• Must have excellent verbal and written communications skills, as well as the ability to comprehend both written and verbal instructions.
• Must be willing to work fluctuating or additional hours including overnight or weekends as needed for testing, implementation or troubleshooting system issues.
• Must have extensive knowledge and understanding of the Credit Union, its operations, and financial services offered, including SECU policies and procedures.
Preferred Education & Experience (Knowledge, Skills, & Abilities):
• Preferred at least on year in check data, image capture, back-office processing or deposit account applications testing.
• Prefer experience in writing, interpreting, testing, and implementing Excel VBA
Work Environment & Physical Requirements:
*Note: “Working Conditions” or “ADA” - open to other language
• Opportunity to work Hybrid, depending on departmental needs.
• In-office setting includes physical proximity to other employees and some background noise from other employees, printers, phones, etc.
• Job requires a substantial amount of sitting.
• Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone keypad and lift telephone receiver.
• Must be able to comprehend phone calls.
• Must be able to lift 5 pounds.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Underwriting Trainee, Group Benefits - Lake Mary
Lake Mary, FL Jobs
Associate Underwriter - UOTRAN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value self-starters and all ideas are welcome. It's where opportunities exist to hone your underwriting skills by working with our sales teams, experienced underwriters and other leaders - and your career path can take any direction you might choose.
The Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. The Hartford sets the standard for helping individuals reclaim their lives in the face of disability or personal crisis. The Hartford has been a proud sponsor of athletes with disabilities since 1994, becoming a founding partner of U.S. Paralympics, a division of the U.S. Olympic Committee, in 2003.
The Hartford is searching for Group Benefits Underwriters for our SURGE - SUCCEED IN UNDERWRITING'S RISK-BASED GROUP EXPERIENCE - Program. This is a comprehensive learning program in which the candidates will develop superior underwriting and risk management acumen for Group Benefits. The program is a multi- week formal learning program that focuses on underwriting philosophy supported by hands on practical exercises, mentoring, job shadowing and team project.
Our underwriters partner with various teams at The Hartford including our Sales, Account Management and Actuarial organizations to strategize, price, evaluate and underwrite cases for our core products including Short-Term Disability, Long Term Disability and Group Life.
We'll Be a Good Match if You Have:
+ A customer-first mindset, putting our customers at the center of everything you do.
+ A passion for making decisions through both analyzing the data and employing critical thinking skills.
+ A team spirit and desire to work collaboratively.
+ A financial mindset to help make the best decisions.
+ Ability to own your work and following through on commitments.
+ Ability to decipher and execute within a fluid and changing business environment.
+ An understanding of how to build relationships and trust among diverse groups.
+ The ability to advance your career into technical OR leadership positions
Qualifications:
+ Students expecting to graduate in May 2025 with a bachelor's degree in Risk Management & Insurance, Business, Economics, Finance, Accounting or Math
+ Excellent communication, interpersonal and presentation skills
+ Ability to think analytically about business problems, make recommendations and propose solutions
+ Possession of resilience and an entrepreneurial spirit
+ Demonstration of solid time, organizational, and desk management skills
+ Goal orientation and ability to deliver outcomes in timely manner
+ Challenge the status quo to implement improvement and compete to win
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$46,640 - $69,960
Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Culture & Employee Insights (***************************************************** | Diversity, Equity and Inclusion (********************************************************* | Benefits (*********************************************
Human achievement is at the heart of what we do.
We believe that with the right encouragement and support, people are capable of achieving amazing things.
We put our belief into action by ensuring individuals and businesses are well protected, and by going even further - making an impact in ways that go beyond an insurance policy.
Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines - from developing the latest technology to creating and promoting our products to evaluating future financial risks.
We're also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it's the right thing to do, and because when our customers, communities and employees succeed, we all do.
About Us (*************************************
Culture & Employee Insights (*****************************************************
Diversity, Equity and Inclusion (*********************************************************
Benefits (*********************************************
Legal Notice (*****************************************
Accessibility StatementProducer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
Brand Marketing Trainee
Oklahoma City, OK Jobs
At Spartan Capital inc, we are looking for an outgoing and ambitious individual to join our team as a Brand marketing Trainee. Our Brand Marketing Trainee position offers the perfect opportunity for college graduates or individuals with a passion for marketing and sales to develop their skills in a fast-paced, innovative environment. As a Brand Marketing Trainee, you work alongside experienced professionals, gaining hands-on experience in brand engagement, and sales techniques.
Brand Marketing Trainee Responsibilities:
Promote products directly to consumers conducting face-to-face sales and marketing presentations that highlight the value and benefits of each product or service.
Generate and produce innovative marketing and sales campaigns to support brand objectives and boost sales performance.
Maintain knowledge of all products and services offered and provide support in product training and campaign participation.
Deliver in-depth product knowledge to customers and educate them on the unique advantages of the brand to positively impact sales performance and increase margins.
Attend daily meetings with the Brand Marketing Trainee team to ensure everyone is on track and aligned to ensure our marketing efforts are hit.
Work with fellow Brand Marketing Trainees to oversee the day-to-day operations of an assigned territory to ensure optimal coverage and effective distribution.
Brand Marketing Trainee Qualifications:
Highschool Diploma or equivalent
Strong written and verbal communication skills with the ability to negotiate and persuade clients effectively.
The candidate must be available to work on weekends, holidays, and evenings as required.
A keen interest in brand marketing and an interest in how consumers make buying decisions.
The ability to think creatively and adapt quickly in a fast-paced environment is crucial for success.
A collaborative team player with a resilient attitude and passion for both marketing and sales.
Capable of working both independently and collaboratively in team settings, while demonstrating adaptability and taking initiative.
A passion for helping others and giving back to the community.
Must have reliable transportation, able to travel locally as needed.
#Linkedin-OnSite
HVAC Trainee
Newburgh, IN Jobs
Job Purpose: Responsible for providing preventative care, maintenance and simple repairs to residential HVAC systems. This is an entry level position in the HVAC service industry, experience preferred but its not required.
Essential Functions:
· Perform service/preventative maintenance tasks and inspections on HVAC equipment.
· Repair or replace defective equipment, components, or wiring on HVAC equipment.
· Preform basic service and repairs on HVAC systems.
· Responsible for a company service work vehicle, parts inventory, and equipment assigned to company work vehicle.
· Properly and efficiently document all calls/jobs to the company's requirements.
· Maintain high customer satisfaction by addressing any questions, concerns, or issues the customer may have during installation.
· Stay up to date on current technologies and new products in the field.
· Performs all work to industry standards and maintains a professional manner and appearance at all times.
· Complies with all applicable codes, regulations, governmental agencies, and company directives as related to building operations and practices safe work habits.
· Performs other duties and responsibilities as assigned.
Job Specifications:
Education, Experience, Knowledge & Skills Required:
· High School Diploma or GED preferred.
· Ability to multi-task and manage multiple priorities.
· Able to produce neat, clean, and complete work.
· Basic math skills.
· Strong organizational skills.
· Works with sense of urgency and attention to detail.
· Team player (works well with others).
· Ability to work overtime, beyond regular schedule, to complete work as required.
Physical Requirements & Work Environment
· The physical demands described here are representative of those that must be met by an associate 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, may require hand dexterity, frequently required to walk and reach with hands and arms.
· The associate must have a valid driver's license to operate company vehicles.
· The associate is frequently required to stand. The associate must frequently lift and/or move up to 50 pounds, and occasionally 100 lbs.
· Squats, bends and twists periodically throughout the day.
· The associate may work in a variety of weather conditions and temperatures.
· The associate may climb/descend steps and ladders.
· The associate may work on roofs, in attics, basements and crawl spaces.
· The work environment characteristics described here are representative of those an associate encounter while performing the essential functions of this job. The noise level in the work environment is usually low.
Interested in Joining the Team of Experts at A+ Derr Heating & Cooling? Apply now!
Heartland Home Service is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Route Trainee - UniFirst
Chattanooga, TN Jobs
What we're looking for:
21 years of age
Valid driver's license
Reliable transportation
Must meet pre-employment DOT physical requirements
Physically capable of lifting up to 50 pounds
Communication and language skills
Basic computer proficiency
Prior customer service, route sales, delivery and/or entrepreneurial experience preferred
Benefits & Perks
401K with Company Match, Profit Sharing, Health Insurance, Employee Assistance Program, Life Insurance, Paid Time Off, Direct Payroll Deposit, Tuition Reimbursement, 30% Employee Discount, Employee Referral Bonuses.
About UniFirst
The fabric of UniFirst is woven from its very unique family culture where our Team Partners enjoy a small company feel while taking advantage of the resources and stability that come with being a 1.5-billion-dollar organization.
UniFirst is an international leader in the $18 billion-dollar garment services industry. We currently employ over 13,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe. We were included in the top 10 of Selling Power magazine's “Best Companies to Sell For” list and recognized on Forbes magazine's “Platinum 400 - Best Big Companies” list. As an 80-year old company focused on annual growth, there's never been a better time to join our team.
There's a lot to love about UniFirst, where you come first.
UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws
UniFirst is seeking a driven customer focused Route Trainee to join the UniFirst team. As a Route Trainee, you will support the Service Department by helping Route Service Representatives with loading and unloading trucks, delivering and picking up customer products, maintaining vehicle safety, and covering assigned routes when needed. When covering routes, this individual will drive a company vehicle to and from customer stops along an assigned route. This role is physical, dynamic, and consists of being indoors/outdoors. Routes are serviced daytime hours Monday through Friday because in the UniFirst culture, we believe nights and weekends should be reserved for personal and family time.
This position is ideal for individuals who prefer their work day to always be a little different and want to get their foot in the door to establish a career in Route Service. This individual may have the opportunity to move into a commissioned Route Service Representative position upon satisfactory performance reviews and appropriate tenure.
What's in it for you?
Training:
Our Team Partners get quality skills training designed to enhance their performance and assist them with their career potential and advancement.
Career Mobility:
Some companies like to promote from within, we love to! Nearly all our Senior Executives started at UniFirst in our Service Department.
Culture:
Our family culture is what makes UniFirst an organization that stands out from the rest. Did we mention no nights or weekends?
Diversity:
At UniFirst, you'll find an environment packed with different cultures, personalities, and backgrounds because we believe it takes many kinds of people to make us successful.
What you'll be doing:
Service customers in a professional manner using effective communication skills and resolving customer issues
Ensure accurate invoice inventories
Perform inventory audits
Maintain route vehicle reports, safety inspections and general appearance
Attend daily account collections with Route Service Manager and assist with Account Receivable collections
Underwriting Trainee, Group Benefits - Alpharetta
Alpharetta, GA Jobs
Associate Underwriter - UOTRAN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value self-starters and all ideas are welcome. It's where opportunities exist to hone your underwriting skills by working with our sales teams, experienced underwriters and other leaders - and your career path can take any direction you might choose.
The Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. The Hartford sets the standard for helping individuals reclaim their lives in the face of disability or personal crisis. The Hartford has been a proud sponsor of athletes with disabilities since 1994, becoming a founding partner of U.S. Paralympics, a division of the U.S. Olympic Committee, in 2003.
The Hartford is searching for Group Benefits Underwriters for our SURGE - SUCCEED IN UNDERWRITING'S RISK-BASED GROUP EXPERIENCE - Program. This is a comprehensive learning program in which the candidates will develop superior underwriting and risk management acumen for Group Benefits. The program is a multi- week formal learning program that focuses on underwriting philosophy supported by hands on practical exercises, mentoring, job shadowing and team project.
Our underwriters partner with various teams at The Hartford including our Sales, Account Management and Actuarial organizations to strategize, price, evaluate and underwrite cases for our core products including Short-Term Disability, Long Term Disability and Group Life.
We'll Be a Good Match if You Have:
+ A customer-first mindset, putting our customers at the center of everything you do.
+ A passion for making decisions through both analyzing the data and employing critical thinking skills.
+ A team spirit and desire to work collaboratively.
+ A financial mindset to help make the best decisions.
+ Ability to own your work and following through on commitments.
+ Ability to decipher and execute within a fluid and changing business environment.
+ An understanding of how to build relationships and trust among diverse groups.
+ The ability to advance your career into technical OR leadership positions
Qualifications:
+ Students expecting to graduate in May 2025 with a bachelor's degree in Risk Management & Insurance, Business, Economics, Finance, Accounting or Math
+ Excellent communication, interpersonal and presentation skills
+ Ability to think analytically about business problems, make recommendations and propose solutions
+ Possession of resilience and an entrepreneurial spirit
+ Demonstration of solid time, organizational, and desk management skills
+ Goal orientation and ability to deliver outcomes in timely manner
+ Challenge the status quo to implement improvement and compete to win
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$46,640 - $69,960
Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Culture & Employee Insights (***************************************************** | Diversity, Equity and Inclusion (********************************************************* | Benefits (*********************************************
Human achievement is at the heart of what we do.
We believe that with the right encouragement and support, people are capable of achieving amazing things.
We put our belief into action by ensuring individuals and businesses are well protected, and by going even further - making an impact in ways that go beyond an insurance policy.
Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines - from developing the latest technology to creating and promoting our products to evaluating future financial risks.
We're also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it's the right thing to do, and because when our customers, communities and employees succeed, we all do.
About Us (*************************************
Culture & Employee Insights (*****************************************************
Diversity, Equity and Inclusion (*********************************************************
Benefits (*********************************************
Legal Notice (*****************************************
Accessibility StatementProducer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
Rotational Trainee (Begins in July 2025)
Addison, IL Jobs
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
First American Bank's Rotational Development Program is a 12 - 18 month program designed as an accelerated entry into a career in the banking industry. Rotational Trainees will move through targeted training across a range of business areas within the bank Rotations may include IT, Retail Lending, Wealth Management, Treasury Management, and Central Operations. The program will help identify which career path aligns best with the skills, interest, and abilities of the rotational trainee. This is an hourly (non-exempt) position.
DUTIES & RESPONSIBILITIES:
* Successfully complete each defined training rotation required during the program.
* Master each of the technical and system functions required of each position within the rotations.
* Complete assignments/projects to gain foundational knowledge and access to new skills.
* Participate in any assigned department project or rotation based on the business needs and/or any job shadow opportunity that may be presented.
* Demonstrate exemplary internal and external customer service and professionalism throughout the training process.
* Other duties necessary in training and professional development as determined by Rotation Managers and Program Managers.
QUALIFICATIONS:
* High School diploma required. College degree preferred with a focus in Business, Finance, Communications, or IT.
* Relevant work/internship experience and demonstrated leadership in a school, military experience, or community organization is required.
* Detail orientation with an aptitude for business and customer interaction required.
* Flexible and adaptable to a demanding and fast-paced work environment required.
* Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to effectively tailor the message appropriately to the audience and situation.
* Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
* Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
* Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
* Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
* Proficiency with Microsoft 0365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports preferred.
* Occasional travel throughout the Chicagoland area to other First American Bank locations, Bank functions and training facilities may be required.
* Must be available to work all hours of bank operation.
* Most Branch locations are open for business six days a week, Monday through Saturday.
* Must be able to work a flexible schedule as scheduling may vary week to week.
* Punctuality is required to maintain First American Bank's customer service standards.
Responsibilities First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. First American Bank's Rotational Development Program is a 12 - 18 month program designed as an accelerated entry into a career in the banking industry. Rotational Trainees will move through targeted training across a range of business areas within the bank Rotations may include IT, Retail Lending, Wealth Management, Treasury Management, and Central Operations. The program will help identify which career path aligns best with the skills, interest, and abilities of the rotational trainee. This is an hourly (non-exempt) position. DUTIES & RESPONSIBILITIES: - Successfully complete each defined training rotation required during the program. - Master each of the technical and system functions required of each position within the rotations. - Complete assignments/projects to gain foundational knowledge and access to new skills. - Participate in any assigned department project or rotation based on the business needs and/or any job shadow opportunity that may be presented. - Demonstrate exemplary internal and external customer service and professionalism throughout the training process. - Other duties necessary in training and professional development as determined by Rotation Managers and Program Managers. QUALIFICATIONS: - High School diploma required. College degree preferred with a focus in Business, Finance, Communications, or IT. - Relevant work/internship experience and demonstrated leadership in a school, military experience, or community organization is required. - Detail orientation with an aptitude for business and customer interaction required. - Flexible and adaptable to a demanding and fast-paced work environment required. - Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to effectively tailor the message appropriately to the audience and situation. - Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar. - Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry. - Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach. - Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks. - Proficiency with Microsoft 0365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports preferred. - Occasional travel throughout the Chicagoland area to other First American Bank locations, Bank functions and training facilities may be required. - Must be available to work all hours of bank operation. - Most Branch locations are open for business six days a week, Monday through Saturday. - Must be able to work a flexible schedule as scheduling may vary week to week. - Punctuality is required to maintain First American Bank's customer service standards.
Rotational Trainee (Begins in July 2025)
Addison, IL Jobs
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
First American Bank's Rotational Development Program is a 12 - 18 month program designed as an accelerated entry into a career in the banking industry. Rotational Trainees will move through targeted training across a range of business areas within the bank Rotations may include IT, Retail Lending, Wealth Management, Treasury Management, and Central Operations. The program will help identify which career path aligns best with the skills, interest, and abilities of the rotational trainee. This is an hourly (non-exempt) position.
DUTIES & RESPONSIBILITIES:
Successfully complete each defined training rotation required during the program.
Master each of the technical and system functions required of each position within the rotations.
Complete assignments/projects to gain foundational knowledge and access to new skills.
Participate in any assigned department project or rotation based on the business needs and/or any job shadow opportunity that may be presented.
Demonstrate exemplary internal and external customer service and professionalism throughout the training process.
Other duties necessary in training and professional development as determined by Rotation Managers and Program Managers.
QUALIFICATIONS:
High School diploma required. College degree preferred with a focus in Business, Finance, Communications, or IT.
Relevant work/internship experience and demonstrated leadership in a school, military experience, or community organization is required.
Detail orientation with an aptitude for business and customer interaction required.
Flexible and adaptable to a demanding and fast-paced work environment required.
Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to effectively tailor the message appropriately to the audience and situation.
Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
Proficiency with Microsoft 0365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports preferred.
Occasional travel throughout the Chicagoland area to other First American Bank locations, Bank functions and training facilities may be required.
Must be available to work all hours of bank operation.
Most Branch locations are open for business six days a week, Monday through Saturday.
Must be able to work a flexible schedule as scheduling may vary week to week.
Punctuality is required to maintain First American Bank's customer service standards.
AMP Trainee- Oakland Park, FL
Oakland Park, FL Jobs
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success.
In conjunction with a Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
**Essential Duties and Responsibilities:**
Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
- If hired as a team candidate, the team will provide the specific goals and expectations.
- Meets production targets that impact overall company revenue goals.
- Develops a book of business consistent with AMP program goals for assets under management and required production.
- Provides a high level of client service.
- Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
- Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
- Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
- Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
- Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
- Opens, transfers, and closes customer accounts.
- Maintains appropriate account records while monitoring the customer's portfolio.
- Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
- Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
- Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
- Stays abreast of investment products, industry rules and regulations, and financial planning.
- Performs other duties and responsibilities as assigned.
**Qualifications - External**
**Knowledge, Skills, and Abilities:**
**Knowledge of:**
- Economic and accounting principles and practices.
- Financial markets, banking, and financial data analysis and reporting.
- Basic principles and methods for showing, promoting, and selling products or services.
- Firm's working structure, policies, mission, strategies, and compliance guidelines.
**Skill in:**
- Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
- Identifying the needs of customers through effective questioning and listening techniques.
**Ability to:**
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
- Continuously learn investment products, industry rules and regulations, and financial planning.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
- Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
- Establish and maintain effective working relationships with clients and colleagues.
- Persevere, handle rejection and show resilience during the prospecting and networking process.
- Network in the community and effectively market him or herself and Raymond James.
- Demonstrate persistence in the face of obstacles.
- Accept criticism and deal calmly and effectively in high stress situations.
**Educational/Previous Experience Requirements:**
- Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments.
~or~
- An equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications:**
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
- Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
**Education**
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
**Work Experience**
General Experience - 7 to 12 months
**Certifications**
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
**Travel**
Less than 25%
**Workstyle**
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
\#LI-AC1
AMP Trainee- Oakland Park, FL
Oakland Park, FL Jobs
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success.
In conjunction with a Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities:
Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
• If hired as a team candidate, the team will provide the specific goals and expectations.
• Meets production targets that impact overall company revenue goals.
• Develops a book of business consistent with AMP program goals for assets under management and required production.
• Provides a high level of client service.
• Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
• Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
• Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
• Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
• Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
• Opens, transfers, and closes customer accounts.
• Maintains appropriate account records while monitoring the customer's portfolio.
• Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
• Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
• Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
• Stays abreast of investment products, industry rules and regulations, and financial planning.
• Performs other duties and responsibilities as assigned.
Qualifications - External
Knowledge, Skills, and Abilities:
Knowledge of:
• Economic and accounting principles and practices.
• Financial markets, banking, and financial data analysis and reporting.
• Basic principles and methods for showing, promoting, and selling products or services.
• Firm's working structure, policies, mission, strategies, and compliance guidelines.
Skill in:
• Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
• Identifying the needs of customers through effective questioning and listening techniques.
Ability to:
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
• Continuously learn investment products, industry rules and regulations, and financial planning.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
• Establish and maintain effective working relationships with clients and colleagues.
• Persevere, handle rejection and show resilience during the prospecting and networking process.
• Network in the community and effectively market him or herself and Raymond James.
• Demonstrate persistence in the face of obstacles.
• Accept criticism and deal calmly and effectively in high stress situations.
Educational/Previous Experience Requirements:
• Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments.
~or~
• An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
• Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1
Retail Leadership Trainee
Carmel, IN Jobs
Minimum Hourly Rate:
$21.65
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.
Supervisory Duties and Responsibilities: None
Summary: Participates in a comprehensive individualized training program that includes intensive on the job training with an emphasis on the foundations of Retail behaviors and leadership. The purpose of this program is to train and mentor individuals to be knowledgeable resources to Retail and to develop better Retail management capabilities. The trainee will spend time with other departments within the bank to gain a better understanding of their role at the bank. The program is customized based on individual needs, experience, and abilities. Start and end positions in the program will vary based on Centier related knowledge and prior experience. This position could involve travel to various offices and requires flexibility with being able to work all days and hours when our branch offices are open.
Essential Duties and Responsibilities:
Complete training and fully demonstrate the skills of the Universal Banker position.
Attending departmental trainings and provide feedback to the program manager.
Strive to create a remarkable client service experience for both new and existing client relationships.
Consistently follow all key performance behaviors outlined in the Avannis service surveys.
Develop and strengthen new and existing client relationships by actively cross-selling products and services and referring other lines of business.
Purposefully participate in and assist with overseeing the Servant Sales process per established guidelines.
Handle and resolve client problems and complaints in a quick and efficient manner either on own or with the assistance of management.
Ability to use independent judgement and safe and sound decision making to limit risk to both clients and the bank.
Follow the Essentials of Excellence and exhibit the Corporate Values in both external and internal interactions.
Open and close personal and business accounts while following the proper new account opening procedures, Customer Identification Program, and loss prevention guidelines as outlined by the bank.
Check and identify suspicious activity or clients.
Meet with clients to open new accounts and counsel clients on their financial needs, making recommendations where necessary and appropriate.
Originate and close consumer loans.
Perform operational duties such as: opening and closing the branch, verifying weekly currency shipments, maintaining appearance of branch, assisting team with balancing their drawers and locating any errors, preparing reports, and balancing the branch ATM and vault.
Follow the day-to-day procedures and activities as outlined in the BSA policy.
Inform the BSA Officer and/or Security Officer of any suspicious activity.
Maintain safety and security of branch, clients, and fellow associates by noting danger or warning signs and checking that the premise is safe.
Actively strive to achieve professional, branch, and organizational goals and communicate progress to manager.
Provide manager with weekly updates on progress.
Assist in managing the daily responsibilities of branch associates.
Acts in the place of absent employee if necessary.
Support and implement branch marketing promotions.
Shadowing Branch Management in performance management of the team. Assisting in coaching, action planning and scheduling.
Be involved in community, social service, and volunteer organizations through leadership, attendance, and membership.
Engage in personal development activities such as computer base courses and internal/external training to assist in career growth.
Maintain a professional manner, a professional appearance, as outlined in the Dress Code Policy, and a neat and orderly work area at all times.
The position duties outlined above are not meant to be construed as all encompassing. Other duties and qualifications may be required and/or assigned, as necessary.
Knowledge, Skills, and Abilities:
Computer knowledge in a Windows environment. Basic computer knowledge in Outlook, Microsoft Word, Excel, and SmartSheets.
High attention to detail to ensure accuracy.
Demonstrate strong interpersonal, verbal, and written communication skills.
Consultative skills to identify a client's financial needs and recommend solutions.
Adopt recent 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.
Ability to work well with others and in a team environment.
Minimum Qualifications:
Bachelor's degree in a business-related field required.
Previous Supervisory experience preferred.
2+ years of experience; preferably in banking, financial services, or goal driven retail sales.
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
Commercial Banking Expansion Market Trainee
Trainee Job At Commerce Bank
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.)
About This Job
Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan.
During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market.
You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk.
Essential Functions
* Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions
* Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace
* Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services
* Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention
* Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
* Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Basic knowledge of the banking/accounting/finance field
* Basic analytical skills using financial and accounting principles
* Strong relationship building skills and propensity for sales
* Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
* Intermediate level proficiency with Microsoft Word, Excel and Outlook
* Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Education & Experience
* Bachelor's degree in a business-related field
* 1+ years of financial services or sales experience required
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time
Commercial Banking Expansion Market Trainee
Trainee Job At Commerce Bank
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.)
About This Job
Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan.
During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market.
You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk.
Essential Functions
Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions
Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace
Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services
Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic knowledge of the banking/accounting/finance field
Basic analytical skills using financial and accounting principles
Strong relationship building skills and propensity for sales
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Education & Experience
Bachelor's degree in a business-related field
1+ years of financial services or sales experience required
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time