Personal Banker Jobs in South Houston, TX

Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: Monday-Friday 8:30am-5:30pm; every other Saturday 8:45am-12:30pm Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

Trader Support provides dedicated in-person ('on the floor') business proximate IT support to Traders and Front Office Commercial staff, workers with real-time impacts to the trading business. The team serves as a first point of contact for all Trading IT issues, of which includes standard desktop services and general triage for enterprise and application services for their designated locations and remote sites at times. This role is expected to maintain operational effectiveness within a high-pressure and demanding environment, while performing trader supporting tasks. Dimensions The role works to provide or maintain IT operational effectiveness within the trading environment. They provide the first level of support for things such as PC hardware and networking systems, Windows environment, standard Microsoft Office packages, trading specific packages used for analytics, a variety of external information services, online trading systems and services and all 'in house' systems essential for the trading network to function. To fulfil this role, they need to be familiar with local major Trading systems, and with the way in which these are used by the Business to facilitate their work. They are also required to liaise with the Global Helpdesk, Trading Delivery Vertical Teams, other IT Teams and external Vendors on such issues that cannot be addressed within the TS team. This role is evolving and becoming more technical to better support the business needs as they are now developing tools/apps on their own. Accountabilities Provide effective IT floor support to resolve immediate operation issues to minimise impact; 1st level troubleshooting; Windows OS, PC, network, Microsoft Office (M365 suite), Exchange and Active Directory, trading specific packages, external information services, online trading platforms, bespoke trading applications Maintain good working relationship with stakeholders such as the Trading business users, IT Service Desk and partners, vendors, and IT management Work collaboratively within Shell IT (i.e., Service Assurance team, Enterprise Services and Application Operations) to coordinate effective resolutions to operational issues Ensure all required security, compliance and equipment demand processes and procedures are followed Facilitate local deployment of software and hardware rollouts, as required Provide support during the regional annual Business Continuity tests Balancing satisfying user requests while adhering to the IT policies and processes Apply technical acumen towards continuous improvements to processes and tools both inside the team and to support the business Requirements Relevant Information Technology or Management Information Systems education at bachelor's degree level or equivalent (qualified associates deg.) Minimum of 2-3 years of desktop or infrastructure support experience preferably in End-User environment Excellent English language communication skills Strong technical knowledge of industry standard PC technologies and the Trading user desktop environment Experience with call-logging systems (i.e., ServiceNow) Excellent customer-facing, interpersonal skills Affinity with both technology and business processes Ability to deal with business and IT management at all levels Ability to prioritise in a demanding environment with multiple deliverables Self-starter, reliable and able to work with minimum supervision Strong knowledge of Windows OS, MS Office products (M365), Exchange, AD Awareness of market data feed services (i.e., Reuters, Bloomberg ICE, MarketView) Knowledge of development/scripting tools (i.e., Excel, VBA, Java, Power Shell, MS Power Platform) Knowledge of support, troubleshooting processes and ITIL certification a plus -- Best Regards, Nikhil Chandrakar Central Business Solution (CBSInfosys) 37600 Central Ct Suite 214 Newark, CA, 94560 Direct: ************** LinkedIn: ************************************ Central Business Solutions, Inc(A Certified Minority Owned Organization) Checkout our excellent assessment tool: ************************* Checkout our job board : *********************** ===================================================== Central Business Solutions, Inc 37600 Central Court Suite 214 Newark CA, 94560 Phone: ************* Fax: ************** Web: ************************* =====================================================

JobID: 210565129 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $200,000.00-$275,000.00; Chicago,IL $200,000.00-$275,000.00; New York,NY $200,000.00-$275,000.00 We are seeking an experienced Vice President to join our industry-leading M&A team. As a Vice President in M&A, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities * Acting as the primary day-to-day client point of contact and lead banker on deals * Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward * Refining marketing/execution materials for maximum client impact * Overseeing the creation of financial projection models * Identifying and managing all risks in a given deal * Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) * Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills * Bachelors degree in Finance, Accounting, Business, or a related discipline * Prior work experience in an investment banking front office role * Experience in training junior bankers * Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity * Very strong quantitative and analytical skills (including Excel modelling and valuation work) * Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions * Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team * Ability to comfortably interact with clients in a professional and mature manner * Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

HilltopSecurities is currently looking to hire an Investment Banker in Houston, Texas. The Assistant Vice President, Investment Banker will be responsible for analyzing and structuring tax-exempt and taxable debt and derivative transactions for an array of public finance clients. Responsibilities Work with senior investment bankers in evaluating and analyzing client financial positions and transactions. Provide extensive financial analysis using spreadsheet and industry-specific software packages. Prepare financial proposals and in-depth presentations for current and prospective financial advisory and underwriting clients; Works closely with analysts and associates Assist with client and marketing responsibilities (include making presentations to clients, investors, and bond rating agencies regarding financing opportunities). Conducts research and valuations. Reviews financial information and new marketing conditions and developments to allow for thoughtful comprehensive strategic advice to execute deals. Reviews financial and legal documents Maintains comprehensive knowledge of regulatory and legal issues in the financial industry Maintains the highest professional and ethical standards Other duties as assigned Qualifications Undergraduate degree in accounting, business, economics, engineering, finance or mathematics with 2-3 years previous investment banking experience preferred Securities Industry Exam, Series 50, 52 & 63 license (or willingness to obtain within first 12 months of hire) required Excellent quantitative skills Experience with DBC Finance Software Strong interpersonal communication skills and attention to detail Strong computer skills utilizing Excel, Word and PowerPoint Clean regulatory record Ability to communicate in writing clearly and concisely Ability to verbally communicate effectively with others Ability to make critical decisions while following company procedures Ability to be truthful and be seen as credible in the workplace Ability to get along well with a variety of personalities and individuals

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market. Primary responsibilities include meeting with prospects to bring in new relationships, developing strong COIs in the marketplace, and closing new business opportunities. This role places a strong emphasis on prospecting and business development, as well as deepening relationships with existing clients. Key Responsibilities: Proactively generates new business by prospecting for deposits, lending, treasury management, merchant services and other banking solutions. Meet with prospects to bring in new relationships, develop strong COI relationships in your market, and close new business opportunities to grow the bank's client base and revenue. Build and maintain a robust network of centers of influence (COI's), including CPA's, attorneys, commercial real estate agents, and other professionals, to drive referrals and business growth. Retain and manage clients within your portfolio, with a focus on deepening relationships and cross selling additional products and services to meet client needs. Collaborate with the Business Banking Client Service team to deliver exceptional service and ensure a seamless banking experience for all clients. Maintain a strong understanding of Capital One's credit policy, ensuring compliance while effectively evaluating and mitigating risk. Skills: Proven experience in business development, with a strong track record of generating and closing new business through prospecting. Established network of centers of influence and demonstrated ability to grow this network through active engagement and networking events. Strong business development skills with the ability to build trust with prospects, clients, and professional partners. Expertise in deposit acquisition, treasury management, credit solutions, and other banking products. Exceptional leadership, negotiation, and communication skills. A Business Banker's success is driven by the ability to prospect and develop lasting relationships, close new business, and deepen client engagement. This is an opportunity to make a meaningful impact on the marketplace while contributing to the growth of Capital One. Basic Qualifications: At least 2 years of Business Banking experience Preferred Qualifications: 5 years Business Banking experience Formal credit training At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Sales Territory: $140,600 - $160,400 for Sr. Business Banker Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts, providing loan options, and helping members with their investments. The primary goal is to provide excellent member service while achieving sales targets and promoting the credit union's products and services. The team member will work closely with other team members to ensure that the credit union policy and procedures are followed and that all member interactions are handled professionally and efficiently. The role may provide support and coverage to tellers and other branches. Principle Duties and Responsibilities Willingness and ability to exhibit Wellby Core Values every day. Works purposefully and is driven to provide the best team member experience. Establishes and maintains a positive relationship by creating an exceptional experience and making the member feel valued. Engage members as they enter the branch by welcoming and making them feel appreciated, including managing lobby traffic, checking members into the waiting queue, and scheduling/canceling appointments. Engage with Branch Partners and other lines of business to offer the most appropriate products. Identify changes in members' financial situation and banking needs and recommend relevant solutions to enhance the member's financial goals. Recommends and assists members with convenient technology solutions including but not limited to Online Banking, mobile applications, etc. Achieve sales targets as required by management. Member Service functions; open new accounts, checking, certificates, money markets, IRA, CD, account maintenance, and outbound new deposits, etc. Verifies eligibility for new accounts and processes through the system before opening the account. Specialized account functions; separation/divorce account changes, estate expertise, etc. Drives proactive sales conversations through internal and outbound interactions with a defined sales process, including outbound calling, service to sales, teller interactions, appointment setting, and effective lobby engagement. Loan origination functions: creating and processing a new loan application. This process includes gathering information from the borrower, assessing their creditworthiness, and determining the terms and conditions of the loan. This may include outbound loan win-back campaigns, etc. Provides timely responses to members and other team member requests. Accountable for the vault, dual-control access, and increased approval authority limits in coordination with leaders of branch locations. Maintains a work area that ensures the safety of all negotiables and confidential records. Orders a cash supply to meet daily needs. Adheres to all security policies for the branch, including the opening and closing procedures of the branch. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures, including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure. Completes all mandatory compliance testing by deadlines. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures. May perform teller transaction functions as needed, including deposits, withdrawals, transfers, payments, etc., accurately, and efficiently while complying with all policies, procedures, and regulatory requirements. Performs other related duties as assigned. Knowledge, Skills, and Abilities (KSA) Knowledge of Wellby's organizational functions and general operating policies and procedures. Knowledge of basic math skills. Knowledgeable of bank security measures. Knowledge and ability to utilize processes, tools, and techniques to detect, address, and prevent fraud. Knowledge of business English, spelling, and punctuation. Knowledge of retail product philosophy, banking industry best practices, and regulations. Knowledge of personal computer, utilizing Microsoft Office Suite. Skilled in high-level member service practices. Skilled in operating computer equipment and general office machines such as personal computers, copiers, Microsoft Teams, Zoom Video Communications, and adding devices. Ability to recognize questionable and fraudulent transactions. Ability to learn new software. Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Ability to be trustworthy and act with integrity. Ability to work in a fast-paced team environment. Ability to communicate clearly and concisely, orally and in writing. Ability to coordinate several concurrent activities simultaneously. Supervisory Responsibilities Team member does not have supervisory responsibilities. Complexity & Scope of Work The team member performs a variety of related tasks, which are mostly routine. Non-routine situations or conflicts are usually referred to the supervisor for resolution. Instructions to the team member may be general or specific in nature. Courses of action are determined by established procedures and/or the Branch Manager. The team member's work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures. Tasks may occasionally have to be coordinated, integrated, and/or prioritized. Physical Demands & Work Environment The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions. To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time, in addition to standing for long periods. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the branch; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with members, management, and other team members. The ability to observe details at close range (within a few feet of the observer). Must be able to occasionally lift items weighing up to 25 pounds across the branch and load them onto shelves for various needs. The noise level in the work environment is usually moderate. Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area. Work Hours To meet the department's needs, overtime work is sometimes necessary, and team members may be required to work overtime hours as assigned. Shifts may be staggered (between 7:30 a.m. and 6:30 p.m. CST) and will include weekends. Minimum Qualifications High School Diploma or equivalent required. Previous cash handling experience required. Minimum two (2) years' experience in member service, financial services, or similar retail experience and/or bank teller. Strong sales skills to effectively promote credit union products and services to members. IRA and MOD experience preferred. Previous experience working with the public. Flexibility to support other branches based on business needs. Bilingual Preferred Bondable For All Candidates This is a Full-Time, Hourly (non-exempt) role. Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, contact Human Resources. Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email *************************** or call ************ for assistance. Disclaimer The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company.

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience. Job responsibilities Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000 Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution Required qualifications, capabilities, and skills Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client General knowledge of core business products and services including deposit, lending, and cash management Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities and skills Bachelor's degree in Finance or related field, or equivalent work experience

What The Role Is As a Personal Banker III, you will help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs. To offer the best and most appropriate personal business financial products and services you will use a guided conversation and sales process to proactively identify new account and loan origination opportunities. This position is on-site. How You Will Make An Impact * Build, develop and deepen customer relationships through active market business development, needs-based questioning to identify deposit, credit and investment solutions to help customers achieve their financial goals. * Support the transactional needs of the banking center on occasion and at manager discretion and also referring identified opportunities to the appropriate line of business. * Meet or exceed individual sales and activity objectives - measured by an individual scorecard. Also, establish preset appointments to identify customer needs via in-person meetings, teleconsulting activities and outbound community involvement. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Originate new consumer and business depository accounts and execute a defined new customer onboarding plan. Also includes origination of cash management solutions such as Treasury Management, Merchant Services and ACH. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Originate consumer lending applications including home equity lending (NMLS registered). * Uncover small business opportunities and make quality referrals to proper business partners and team members. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. Education * High school diploma or GED required. * Bachelor's degree, Associates degree or equivalent work experience preferred. Experience * 2-3 years of banking experience or demonstrated sales experience in business, retail or other industries preferred. * 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources in a retail environment preferred. * 1 year cash handling experience in a banking or retail environment preferred. Characteristics * Regular and reliable attendance. * Works cooperatively with others. This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration. If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Research shows that individuals from historically underrepresented groups may hesitate to apply for roles unless they meet every listed requirement. If you believe your skills, knowledge, and experience align with the role, even if they don't exactly match the listed qualifications, we encourage you to apply. Your unique talents may be exactly what we're looking for. This position is responsible for answering customers' questions, explaining available Bank services to best meet the customers' needs, cross selling Bank products and services as applicable. Compiling information and creating necessary forms and/or documents to open the account. Acts as customer service representative to existing and new customers. ESSENTIAL DUTIES AND RESPONSIBLITIES Promotes and cross-sells the Bank's products and services by assisting customers in their selection to meet their financial needs. Performs safe deposit duties by opening accounts, controlling access, assisting customers and accepting rental payments. Receives and places stop payment requests, check recorders and wire transfer requests. Makes decisions regarding the opening of new accounts, completes forms requiring customer signatures, accepts initial deposits; prepare all documents and items pertaining to checking accounts, savings accounts and certificates of deposit. Reviews reports necessary to job and maintains a superior level of accuracy in work. Follows policies and procedures; completes tasks correctly and on time. Provides assistance to Office Manager when needed. Maintains confidentiality of customer information. Ensures compliance with all bank policies and procedures. Answers phones and directs callers to proper Bank personnel. Refers customers to the proper department for issues that cannot be resolved in their area. Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin. Accepts loan, installment and collection payments. Balances cash drawer daily and verifies cash being returned to the vault. Consistently maintains account exceptions at less than 30 days. Compliance with any and all BSA/AML/CFT and Sanctions requirements set forth by Bank Policy and Procedure, including but not limited to timely completion of assigned training. SECONDARY DUTIES The position performs duties specific to the position and other functions as assigned by management. SUPERVISORY RESPONSIBILITY The position is not responsible for the supervision of any employees; however, the Universal Banker I is expected to provide leadership, training and support to less experienced staff members. ENVIRONMENT AND PHYSICAL ACTIVITY The incumbent is in a non-confined office setting in which they are free to move about at will. In the course of performing the duties and responsibilities of this position spends time writing, speaking, listening, lifting (up to 25 pounds), sitting, typing on a computer keyboard, and standing, kneeling and reaching. The incumbent for this position may operate any or all of the following: telephone, copy and fax machine, adding machine, computer and related printers. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The incumbent in this position must be able to read documents or instruments, detailed work, problem solving, customer contact, reasoning, math, verbal and written communication, analytical reasoning, multiple tasks with constant interruptions. MINIMUM REQUIREMENTS These specifications are guidelines based on the minimum experience required to perform the essential functions of the job. Individual abilities may result in some deviation from these guidelines: High school diploma or general education degree (GED); 2-3 years or more of related experience. Work-related experience should consist of a financial institution with customer service and opening of new accounts and teller functions. Basic knowledge of state and federal banking compliance regulations and other Bank operational policies. Basic skills in computer operations and Microsoft Office products and intermediate typing skills. Basic math skills such as the ability to add, subtract, multiply and divide using whole numbers, locate routine mathematical errors, and count currency, coin, and negotiable instruments in a timely manner. Effective oral, written and interpersonal skills. Effective time management skills and ability to maintain confidentiality. The ability to understand and follow procedures, write correspondence and speak clearly to customers and other Bank employees. Ability to deal with difficult problems and work with minimal supervision while performing duties. Stellar Benefits: We believe that empowering people goes far beyond the workplace. That's why we've designed our benefits to help foster your health and prosperity, so you can best support yourself, your loved ones and your communities Health Care Coverage, no waiting period Dental/Vision STD/LTD Annual Performance Bonus Eligible 401K with company match Paid Vacation Volunteer days Travel Stipend Tuition Assistance And More What it Means to Be Stellar: Stellar Bank came to be in 2023, when Allegiance Bank and CommunityBank of Texas joined forces. What emerged was a financial institution like no other. Stellar bankers set the standard for responsive, relationship-based community banking. We have the resources, dedication and personal focus to out-bank the big banks and out-service the small banks. Our customers see us as a vital part of the team. We are their financial experts who go above and beyond to help them form a plan and get it done Join Stellar Bank and, yes, you'll be providing outstanding banking. But you'll be achieving something much greater. At Stellar, we empower people to thrive. This is our purpose. This would be your purpose. Here you'd be part of a supportive culture where relationships bond, individuals grow, communities prosper and careers flourish. You can make a difference at Stellar - for yourself and for everyone around you. Stellar Bank does not discriminate on the basis of race, color, religion, national origin, sex, disability, familial status or any other characteristic protected by applicable federal, state, or local laws, regulations and ordinances. Other details Job Family Banking Center Operations Pay Type Hourly

PURPOSE OF THE JOB This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction. The Universal Banker I position specializes in teller operations. MAIN DUTIES OF THE JOB * Promptly and accurately handle lobby, drive-thru, night deposit, or bank-by-mail customer transactions, including but not limited to, deposits, withdrawals, transfers, check cashing, certified check requests, loan payments, and maintenance requests according to Home Bank's policies, and procedures. * Cash handling, including but not limited to, counting, verifying, and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment * Assists with daily Vault duties, as needed, and may operate as back-up to the Head Teller * Process daily teller work thru "Branch Capture" ensuring debits and credits balance in accordance with established policies and guidelines. * Provide comprehensive, prompt, and efficient customer service in all transactions per policy and procedure. * Engage in conversations with customers to build relationships, determine financial needs and make recommendations * Contribute to banking center success by achieving assigned branch and line of business referral goals * Clear and effective verbal, written and interpersonal communication skills, with the ability to carry out instructions and speak clearly to customers and employees * Be self-directed/motivated with the ability to work independently or as part of a team with little to no direct supervision * Use good judgment, remain aware of potential fraud, and be discreate with confidential information * Operate as a mentor for newly hired team members in support of our ONE TEAM model * Maintain a neat workstation and ensure that needed supplies are on hand and organized to present a professional environment * Perform other duties as required or assigned by leadership WHAT WILL YOU NEED TO SUCCEED * High School diploma or equivalent * General cash handling, sales & customer service experience; previous banking experience preferred. * Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation. * Ability to work expected Banking Center hours of operation, including Saturday (based on Market and location). Travel may be required. * Must be able to remain in a stationary position for long periods of time * Requires sufficient personal mobility and physical reflexes, to permit the employee to function in a general office environment and accomplish tasks * Ability to see, hear, and talk and walk and ability to use arms and hands to count money, process transactions, and ability to lift items weighing up to 50 pounds HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER GOOD CREDIT IS A MUST CREDIT REPORT IS REQUIRED FOR EMPLOYMENT

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts, providing loan options, and helping members with their investments. The primary goal is to provide excellent member service while achieving sales targets and promoting the credit union's products and services. The team member will work closely with other team members to ensure that the credit union policy and procedures are followed and that all member interactions are handled professionally and efficiently. The role may provide support and coverage to tellers and other branches. Principle Duties and Responsibilities Willingness and ability to exhibit Wellby Core Values every day. Works purposefully and is driven to provide the best team member experience. Establishes and maintains a positive relationship by creating an exceptional experience and making the member feel valued. Engage members as they enter the branch by welcoming and making them feel appreciated, including managing lobby traffic, checking members into the waiting queue, and scheduling/canceling appointments. Engage with Branch Partners and other lines of business to offer the most appropriate products. Identify changes in members' financial situation and banking needs and recommend relevant solutions to enhance the member's financial goals. Recommends and assists members with convenient technology solutions including but not limited to Online Banking, mobile applications, etc. Achieve sales targets as required by management. Member Service functions; open new accounts, checking, certificates, money markets, IRA, CD, account maintenance, and outbound new deposits, etc. Verifies eligibility for new accounts and processes through the system before opening the account. Specialized account functions; separation/divorce account changes, estate expertise, etc. Drives proactive sales conversations through internal and outbound interactions with a defined sales process, including outbound calling, service to sales, teller interactions, appointment setting, and effective lobby engagement. Loan origination functions: creating and processing a new loan application. This process includes gathering information from the borrower, assessing their creditworthiness, and determining the terms and conditions of the loan. This may include outbound loan win-back campaigns, etc. Provides timely responses to members and other team member requests. Accountable for the vault, dual-control access, and increased approval authority limits in coordination with leaders of branch locations. Maintains a work area that ensures the safety of all negotiables and confidential records. Orders a cash supply to meet daily needs. Adheres to all security policies for the branch, including the opening and closing procedures of the branch. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures, including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure. Completes all mandatory compliance testing by deadlines. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures. May perform teller transaction functions as needed, including deposits, withdrawals, transfers, payments, etc., accurately and efficiently while complying with all policies, procedures, and regulatory requirements. Performs other related duties as assigned. Knowledge, Skills, and Abilities (KSA) Knowledge of Wellby's organizational functions and general operating policies and procedures. Knowledge of basic math skills. Knowledgeable of bank security measures. Knowledge and ability to utilize processes, tools, and techniques to detect, address, and prevent fraud. Knowledge of business English, spelling, and punctuation. Knowledge of retail product philosophy, banking industry best practices, and regulations. Knowledge of personal computer, utilizing Microsoft Office Suite. Skilled in high-level member service practices. Skilled in operating computer equipment and general office machines such as personal computers, copiers, Microsoft Teams, Zoom Video Communications, and adding devices. Ability to recognize questionable and fraudulent transactions. Ability to learn new software. Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Ability to be trustworthy and act with integrity. Ability to work in a fast-paced team environment. Ability to communicate clearly and concisely, orally and in writing. Ability to coordinate several concurrent activities simultaneously. Supervisory Responsibilities Team member does not have supervisory responsibilities. Complexity & Scope of Work The team member performs a variety of related tasks, which are mostly routine. Non-routine situations or conflicts are usually referred to the supervisor for resolution. Instructions to the team member may be general or specific in nature. Courses of action are determined by established procedures and/or the Branch Manager. The team member's work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures. Tasks may occasionally have to be coordinated, integrated, and/or prioritized. Physical Demands & Work Environment The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions. To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time, in addition to standing for long periods. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the branch; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with members, management, and other team members. The ability to observe details at close range (within a few feet of the observer). Must be able to occasionally lift items weighing up to 25 pounds across the branch and load them onto shelves for various needs. The noise level in the work environment is usually moderate. Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area. Work Hours To meet the department's needs, overtime work is sometimes necessary, and team members may be required to work overtime hours as assigned. Shifts may be staggered (between 7:30 a.m. and 6:30 p.m. CST) and will include weekends. Minimum Qualifications High School Diploma or equivalent required. Previous cash handling experience required. Minimum two (2) years experience in member service, financial services, or similar retail experience and/or bank teller. Strong sales skills to effectively promote credit union products and services to members. IRA and MOD experience preferred. Previous experience working with the public. Flexibility to support other branches based on business needs. For All Candidates This is a Full-Time, Hourly (non-exempt) role. Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, contact Human Resources. Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email *************************** or call ************ for assistance. Disclaimer The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the organization.

Essential Functions: The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the banks products and services. Opening and servicing new and existing bank customers accounts. The FSR will assist and support the Lobby Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations. The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. JOB DUITES: New Accounts * Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank SSB. * Responsible for maintaining current knowledge of bank products and services offered. * Open new accounts and service existing accounts for personal and commercial customers. * Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) * Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.) * Update customer files, signature cards, resolutions, etc. for bank records. * Screen personal account holders via ChexSystems. * Screen commercial accounts via FIS eAccess/ChexSystems online * Process ATM/Debit Card and check order requests. * Establish and reset online banking access through NetTeller. * Cross-sell bank products and services to new and existing bank customers. * Open, close and service certificate of deposits for personal and commercial customers * Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. * Establish and update new account files. * Maintain daily rate sheet. * Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Teller Line * Maintain and operate a teller cash drawer. * Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. * Process loan payments. * Issue Cashiers checks and money orders. * Keep records of money and negotiable instruments as required per banking regulations. * Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. * Answer general account questions for bank customers. * Cross-sell bank products and services. * Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with Jack Henry Associates. * Balance cash drawer at the close of the business day. * File all proof work at the close of the business day. Safe Deposit Box: (if applicable at your assigned branch location) * Open and close safe deposit boxes via Jack Henry. * Establish and update safe deposit box account files. * Prepare new and updated safe deposit box contracts. * Allow access to Safe Deposit Box Vault to customers. * Complete entry tickets for customers accessing box and enter the data into Jack Henry. * Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper Bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED) required, Bachelors degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred. * Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. * Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs. ***************************************

Pasadena, TX 77506 Primary Job Function In order to help Texas Bay Credit Union (TBCU) stand out as a leading financial institution the Financial Representative is responsible for assisting members with all account services and loan services, while providing an exceptional experience. Essential Duties and Responsibilities Provide prompt and courteous service to members by following established TBCU member service expectations. Perform all account maintenance for members including but not limited to, issuance of debit cards, stop payments, wire transfers, opening and closing accounts according to credit union policies and procedures, etc. Process consumer loans from start to finish. This includes but is not limited to, corresponding with loan applicants, preparing necessary documents for approval, reviewing loans for proper insurance on collateral, processing approved loan documents, recommending protection products, disbursing loans, and performing appropriate analysis to determine credit worthiness, etc. Provide credit counseling to members and suggest actions to improve their credit score. Resolve member issues or complaints by demonstrating complete knowledge of credit union processes and procedures while being empowered to make decisions that are in the best interest of the member and/or the credit union. Refer escalated concerns to Assistant Branch Manager or Branch Manager. Promptly prepare, process, and close home equity loans according to credit union policy. Daily management of CVIEW tickets including but not limited to researching and resolving errors. Follow all TBCU policies and procedures including but not limited to proper identification of members, proper validation checking requirements and OFAC obligations. Maintain a working knowledge of all TBCU products, policies, procedures, promotions and services. Educate members on CU products and services by identifying their personal and financial goals. Participates in the Performance Reward Program. Maintain and project the Credit Union's professional reputation. Other Duties and Responsibilities Mentor new financial service personnel. Assist in developing and motivating Teller team. Create and maintain a fun teamwork environment. Complete inbound/outbound calls to assist with loan production. Play an active part in helping credit union teams function smoothly and efficiently. Stay alert to potential problems and propose changes to policies and programs. Back-up other coworkers as needed. Perform other duties as assigned or needed. As an employee of a “Essential Business” (as defined by Texas's Executive Order GA 14), employees are expected to continue to report to work as scheduled during state issued emergency declarations. Comply with all Federal, State, and Local regulations. Required Knowledge A high school education or GED One year to three years of similar or related experience Minimum one-year cash handling and customer service experience required Completion of required training courses Proficient in MS Office and computer skills Required Abilities Attention to detail and strong organizational skills Strong time management skills Analytical, problem resolution, and decision-making skills Strong verbal and non-verbal communication skills Must be self-motivated and a quick learner Must be able to multi task and work well in a fast-paced environment Excellent member service skills Demonstrate all Texas Bay Core Values Demonstrate the ability to maintain confidentiality and exercise discretion. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. The employee is regularly required to walk, sit, reach with hands and arms, kneel, talk, hear, and climb stairs. The employee must occasionally lift and/or move 10-15 pounds. This position requires viewing of computer monitor for extended lengths of time and travel to and from all credit union offices. Disclaimer The above information on the description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.