Trabajos banker en Houston, TexasCrear alertas

Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. • Evaluate customer relationships, new and existing account holders, to offer bank products and services, • Follow established policies in accordance with the bank and the supervisor s direction, • Accountable for the personal achievement of monthly new account production as assigned by upper management, • Participate in an active sales environment that may require in-store aisle prospecting, • Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations, • Receive cash and checks for deposit, verify amounts, and look for check endorsements, • Examine cash carefully to guard against acceptance of counterfeit checks and identification, • Enter transactions into computer and issue customer receipts, • Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit, • Process western union wires and cash advances, • Cross-sell bank services and products, • Provide bank services to a diverse customer base, including a large Spanish speaking population, • Perform other tasks requested by supervisors as they relate to the bank and its functions, • Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: • Required to stand or walk for extended periods of time dependent upon branch location, • Ability to work in a high volume, stressful and noisy environment, • Schedules are prepared based on business need and subject to change at any time, • Operate a computer and other office machinery, • Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.

Job DescriptionCompany Description Longbridge Financial has launched HELOC For Seniors® — a first-of-its-kind home equity line of credit (HELOC) designed for homeowners 62+. This isn’t just another HELOC; it’s a game-changer, helping to transform how seniors access the wealth in their homes on terms designed for them. Due to a very successful initial launch and overwhelmingly positive market response, we’re actively recruiting and forming a team of seasoned HELOC professionals ready to take this to the next level as we continue our expansions. If you’re building your career in the HELOC space and are ready for a new, meaningful challenge, this is your opportunity to make a significant impact — with one of the nation’s leading forces in senior home equity solutions. At Longbridge, you’ll have the support of a trusted national lender and servicer, along with the chance to shape growth, impact lives, and redefine what home equity means for today’s older homeowners. Bring your expertise. Expand your influence. Be part of something truly revolutionary in home equity lending. Job Description WHY THIS ROLE This is a rare opportunity to build something from the ground up. As Longbridge Financial launches its HELOC business line, you won't be stepping into someone else's system — you'll be designing it. From day one, you'll shape the team structure, the processes, the controls, and the culture of an entirely new department. If you've spent years mastering HELOC operations within an established organization and are ready to apply that expertise as a founder-level operator, this role was built for you. You'll have the backing of an experienced leadership team and the autonomy to do it right. ABOUT THE ROLE The HELOC Operations Manager is a hands-on leadership role responsible for building and running Longbridge's Home Equity Line of Credit operations from inception through growth. In the early stage, you'll personally perform loan intake, processing, and operational functions while simultaneously designing the scalable infrastructure needed to support expansion. As volume grows, you'll hire, train, and develop your team — progressively transitioning from direct production to full operational oversight. You will own the end-to-end performance of the HELOC business: efficiency, quality, compliance, risk, vendor management, and people development. WHAT YOU'LL DO Build the Foundation • Design and build the HELOC operations department from the ground up, performing line-level functions during the startup phase, • Develop policies, procedures, and controls — including testing for regulatory compliance, • Create capacity plans, job descriptions, and training materials aligned to projected growth and volume, • Identify and implement process automation opportunities, including AI-assisted tools Lead Daily Operations • Manage and perform loan intake and processing, including gathering documentation, clearing conditions, and preparing closing packages, • Monitor pipeline quality, manage risk appropriately, and drive toward monthly production goals, • Lead vendor relationships for underwriting, flood, appraisal, title, and other HELOC services, • Partner with Retail, Wholesale, and Sales teams on product, process, and competitive positioning Grow and Develop a Team • Hire and onboard staff as volume warrants; coach, mentor, and develop direct reports, • Set performance expectations, conduct appraisals, and provide recommendations for advancement or corrective action, • Build a culture of compliance, accountability, and continuous improvement Qualifications WHAT WE'RE LOOKING FOR • 5+ years of experience in HELOC or home equity lending operations, with a deep understanding of both the loan lifecycle and operational management, • Proven track record hiring, managing, and developing teams — in-person or remotely, • Experience at an Independent Mortgage Banker (IMB) strongly preferred, • Comfortable operating with ambiguity and building structure where none exists, • Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with AI/automation tools is a plus, • Familiarity with MeridianLink LOS is a plus, though equivalent LOS experience is equally valued, • Strong written and verbal communication skills; able to interpret regulatory requirements and translate them into operational policy, • Working knowledge of Fair Lending, HMDA, RESPA, CFPB, Bank Secrecy Act, and related compliance requirements Additional Information • Working in a growing and dynamic industry, • Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts, • 401(k) with company match, • Paid time off, • This is an exempt role, • Target base salary range is 125 - 150K, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program via annual bonus that is based on individual performance., • LBF is an EEO/AA/Vet/Disabled Employer, • Please note that salaries that are estimated on various job sites may not reflect the actual compensation. Job sites, set the estimated salary, not Longbridge Financial. Important Note: When you click on a video, certain personal information may be sent to the video provider (such as YouTube, Vimeo, etc.). To learn more about our privacy practices, please review our company Privacy Notice.

Job Description Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there’s no stopping you! Job Title:SVP, SBA Business Development OfficerJob Description: Summary: The SBA Business Development Officer identifies, solicits and closes new SBA loans through business development activity within assigned markets. Essential Duties and Responsibilities: Conduct new business development activities to generate new fee income to meet department and individual goals. Prospect, market, structure and originate new SBA 7(a) and 504 loans. Identify, refer and introduce other business opportunities to internal product partners. Establish and maintain a network of referral sources able to bring potential SBA borrowers to the bank. Obtain complete financial packages from borrowers and prepare submission packages required for credit analysis. Follow up with borrowers to obtain additional information or clarification to ensure timely loan decisions. Deliver approved loan packages to borrowers to obtain required signatures and facilitate funding. Maintain an in-depth knowledge of SBA products as well as knowledge of competitors and competitive products. Understand what differentiates Enterprise Bank & Trust and develop a unique sales approach that differentiates you in the marketplace. Ensure that all activities and work functions comply with compliance requirements, as defined in bank policies and procedures, sate/federal laws and regulations and the SBA’s standard operating procedures and the code of Federal Regulations, thus protecting continuous status a s Preferred Lender under the PLP program. Critically think, formulate and support credit decisions, and logically defend position. Negotiate on behalf of the bank the borrower while appropriately balancing risk and shareholder value. Demonstrate a satisfactory understanding of and adherence to Bank operational policies and applicable compliance regulations as they relate to the specific job duties assigned. Demonstrate a satisfactory understanding of your duties and responsibilities as it relates to the Bank Secrecy Act (BSA), Anti-Money Laundering Act (AML), Patriot Act, and Office of Foreign Assets Control Regulations (OFAC). This includes participating in any required training and promptly complying with all reporting requirements. Demonstrate a satisfactory understanding of and adherence to EEO/AA policy; promote a working environment free of harassment of any type. Perform the job safely and report potentially unsafe conditions. Job Requirements: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor’s degree in business, finance, economics or other related field. 5-10 years related experience in a similar lending environment or financial institution. Maintain a current understanding of Bank underwriting guidelines, procedures, policies and compliance issues. Maintain a working knowledge of regulatory requirements for documentation and regulations relating to SBA lending. Ability to protect and maintain confidential information. Excellent written and verbal communication skills. Excellent organizational skills. Proficiency with personal computers and related software. Work involves sitting, occasional walking, and lifting up to 10 pounds. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

Job Description For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. Sales Representative - Business Development ( Business Consultant / B2B Sales Representative ) : - Sell Clover, an industry-leading cloud-based point-of-sale (POS) platform used by more than 700,000 merchants and processing over $330 billion in card transactions, to small- and medium-sized businesses (SMBs) in your assigned territory. The platform combines POS hardware and software to handle card, mobile wallet, and contactless payments, alongside business management features such as inventory, reporting, and customer loyalty. • Manage a territory with dozens of branches from multiple established corporate partner banks, building relationships with business bankers to generate referrals and close deals, while self-sourcing new opportunities to supplement the partner banks’ pipelines., • Conduct on-site product demos and presentations at client businesses, showing how the platform can streamline operations and boost revenue, and close sales deals in person., • This is a quota-carrying field sales role focused on driving new business, managing existing relationships, and growing an assigned territory through strong outside sales execution and a self-starter mindset. You'll own the full sales cycle : prospecting, self-sourcing leads, and generating referrals through existing clients and established bank partnerships, and closing deals, with full accountability for territory performance and quota/KPI attainment, including turning around underperforming accounts. Success in this role means building lasting client and partner relationships, identifying challenges early, and consistently delivering proactive solutions that drive growth and retention., • We're looking for someone with proven outside sales experience who hits quota, works provided leads and builds their own pipeline, closes deals, hunts for new business, connects well with people, and owns their results., • Somebody with previous experience as a Business Banker / Commercial Relationship Banker / Commercial Relationship Manager ( SMB clients ) will also be a good fit For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. . #M1 #LI-DP1 . Ref: #404-IT Pittsburgh

Job DescriptionDescription: Title: Personal Banker II – Fulltime – Houston Overview: We are seeking a dynamic Personal Banker II, who is an experienced branch banking advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Performs Teller and referral functions, opens new accounts and loan applications to build relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to members in the community based on their needs as determined from member interviews., • Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: • High School degree or equivalent., • 6 months to 1 year of branch banking experience (with platform experience preferred)., • Strong track record of delivering exceptional member service., • Demonstrated success meeting or exceeding sales goals., • Cash Handling experience and responsibilities required., • Strong customer service skills; comfortable multi-tasking; ability to work independently and as part of a team., • Proven capability in a relationship focused sales environment., • Bilingual Spanish preferred, • Branch Hours – Mon-Thurs: 9am-5pm, Fri: 9am-6pm, Sat: 9am-1pm Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Pet Insurance, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE Veteran / Disabled Drug-free Workplace

Job Description Summary Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives. The position includes working at multiple locations as needed. Specific Job Duties Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the banking center., • Responsible for a broad range of basic to moderate activities in the banking center including:, • transaction processing, • new account sales, • customer servicing, • referral generation., • Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products in order to expand and maintain existing relations while processing transactions., • Assists the banking center management with day-to-day transactions, including but not limited to:, • approving transactions, • preparing reports, • researching and resolving issues as well as responding to all customer inquiries, • Complies with Bank policy and follows procedures to include state and federal banking regulations., • Maintains knowledge of all internal security policies and procedures., • Maintains client confidentiality and ensures top level client service in handling all transactions professionally. Job Requirements • High School Diploma or GED, • Years of functional/professional experience: Must have a minimum of two years of prior personal banking or teller experience with major emphasis on customer service., • Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists in other departments, • Excellent customer service skills that include above average verbal and written communication, • Relationship building, collaboration and teamwork, • Problem solving skills, • Teller and systems training and new account opening Equal Opportunity Employer/Veterans/Disabled

Job Description 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 responsibilities include teller operations and some basic maintenance requests for deposit accounts. MAIN DUTIES OF THE JOB • Promptly and accurately handles lobby, drive-thru, night deposit, or bank-by-mail customer transactions, 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 vault custodian, • Process daily teller work 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, • Maintains a working knowledge of deposit and lending products and services offered by the bank with the ability to utilize systems in place for performing maintenance on deposit accounts, and enrolling customers in various services, • 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, • Operate as a mentor for newly hired/promoted team members in support of our Home Bank values, • Use good judgment, remain aware of potential fraud, and be discreet with confidential information, • 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 and 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. HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER GOOD CREDIT IS A MUST CREDIT REPORT IS REQUIRED FOR EMPLOYMENT

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the effective and professional performance of financial service functions. • Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans., • Answers questions and solves problems for clients by listening, collecting data, and securing answers., • Profiles clients to identify sales opportunities., • Uses lead lists and other strategies to develop methods of generating additional business.Assumes responsibility for establishing and maintaining effective, professional business relations with clients., • Resolves client requests and questions promptly, courteously, and professionally., • Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested., • Maintains privacy of customer account information., • Maintains and projects the Bank’s professional reputation.Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management., • Assists area personnel as required., • Keeps Banking Center Manager informed of area activities and significant problems., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit., • Review new account and data entry, as needed, to ensure accuracy., • Supporting Treasury Management with new accounts and services for clients., • Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review.Assumes responsibility for related duties as required or assigned., • Actively and professionally sells Bank products and services. Responsible for meeting sales production goals., • Performs related clerical duties as needed., • Ensures that work areas are clean, secure, and well maintained. PERFORMANCE MEASUREMENTS • Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Good business relations exist with clients. Client problems and questions are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals., • The Bank’s professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan, Teller Learning Plan, if applicable. Understanding the Caller Identification Process and Secure code – training offered by Training Department. BPM Training, I, II, III and IV. Understanding when to use DocuSign – Training DocuSign forms and templates. Open Consumer Checking and Savings Accounts Open Commercial Checking and Saving Accounts Issue Debit Cards Complete requested customer file maintenance Clear DDA exceptions – clear timely Input debit card disputes Offer bank products to customers – cross sell Credit Cards Check orders – Harland check order training Wire transfers domestic – introduction to wires and domestic wire training Denial exceptions – clear timely Missing signature cards – clear timely Identify fraud situations – Risk Management I, II and III Assist on teller line, if applicable Close accounts Service charge waivers – needing approval – weekly report Additional duties as assigned by Banking Center Manager Online banking Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 to 25 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Hours: Monday - Thursday: 8:00AM - 5:00PM. Friday: 9:00AM - 6:00PM. 40 hours

Job Description External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross sell bank products and services. Has extensive knowledge of all deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Assumes responsibility for the effective and professional performance of financial service functions., • Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans., • Answers questions and solves problems for clients by listening, collecting data, and securing answers., • Profiles clients to identify sales opportunities., • Uses lead lists and other strategies to develop methods of generating additional business., • Assumes responsibility for establishing and maintaining effective, professional business relations with clients., • Resolves client requests and questions promptly, courteously, and professionally., • Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested., • Maintains privacy of customer account information., • Maintains and projects the Bank’s professional reputation., • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management., • Assists area personnel as required., • Keeps Banking Center Manager informed of area activities and significant problems., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit., • Review new account and data entry, as needed, to ensure accuracy., • Supporting Treasury Management with new accounts and services for clients., • Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review., • Assumes responsibility for related duties as required or assigned., • Actively and professionally sells Bank products and services. Responsible for meeting sales production goals., • Performs related clerical duties as needed., • Ensures that work areas are clean, secure, and well maintained. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. SUPERVISORY RESPONSIBILITIES This role has no supervisory responsibilities. PERFORMANCE MEASUREMENTS • Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Good business relations exist with clients. Client problems and questions are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals., • The Bank’s professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan, Teller Learning Plan, if applicable. Understanding the Caller Identification Process and Secure code – training offered by Training Department. BPM Training, I, II, III and IV. Understanding when to use DocuSign – Training DocuSign forms and templates. Open Consumer Checking and Savings Accounts Open Commercial Checking and Saving Accounts Issue Debit Cards Complete requested customer file maintenance Clear DDA exceptions – clear timely Input debit card disputes Offer bank products to customers – cross sell Credit Cards Check orders – Harland check order training Wire transfers domestic – introduction to wires and domestic wire training Denial exceptions – clear timely Missing signature cards – clear timely Identify fraud situations – Risk Management I, II and III Assist on teller line, if applicable Close accounts Service charge waivers – needing approval – weekly report Additional duties as assigned by Banking Center Manager Online banking Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 to 25 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Monday - Friday: 8:00AM - 5:00PM // Saturday: 7:45AM - 12:15PM. 40 hours per week.

Location: Onsite at the location listed in the job posting. Office Address: 12420 Gulf Freeway, Building 5311, Houston, Tx 77064 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. • Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. • Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. • Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. • Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. • Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). • Deliver excellent client experiences consistently and promptly resolve client issues effectively. • Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management • Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. • Assist banking center management with "on the job training" of new associates. • Assist with dual control vault responsibilities and audit controls. • Stay informed of all operational updates and changes to ensure compliance with all current guidelines. • Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. • High school diploma or general education degree (GED) • 5+ years of experience Preferred Qualification: Bilingual in English and Spanish and/or Vietnamese strongly preferred. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

At Braviant, we believe in hiring great talent and offering them the flexibility to achieve great results unbounded by geography. Braviant is offering a fully remote option for anyone in the U.S. who wants to join our team and help us grow. We also have an office space in the heart of downtown Chicago for those who prefer to get out of the house and collaborate with some colleagues in person. Who we are:Braviant is a leading provider of tech-enabled credit products that combines breakthrough technology and cutting-edge machine learning to transform how people access credit online. Our next-generation approach to lending reduces credit barriers and creates a Path to Prime to help millions of underbanked consumers build credit history, reduce their cost of borrowing, and take control of their personal finances. Braviant has been named multiple times to the Inc. 5000 list of fastest growing private companies and has been recognized as a Best Place to Work by Crain’s Chicago, BuiltIn Chicago and American Banker. We are building and scaling a high-performance consumer lending platform and are looking for a Senior Data Scientist to drive credit decisioning across the loan lifecycle. This role sits at the intersection of credit strategy, fraud, and analytics, directly impacting approval strategy, loss performance, and portfolio profitability. You will build and deploy models that inform key decisions around who we approve, how we price risk, and how we manage portfolio performance. This is a hands-on, high-impact role suited for someone who is business-oriented, data-driven, and biased toward action, not just model development. You will partner closely with Credit, Fraud, Servicing, Product, and Engineering to translate data into clear, actionable decisions that improve approval quality, reduce early loss, and drive sustainable growth. This role is Addison, TX-based with a 4-day in-office requirement and 1-day work from home. • Develop and deploy predictive models across the credit lifecycle (acquisition, risk, and collections) with a focus on improving approval quality and loss performance., • Translate model outputs and analysis into actionable credit strategy, including approval cutoffs, segmentation, and decision rules., • Analyze portfolio performance (FPD, delinquency, loss) to identify key drivers of deterioration and recommend targeted actions., • Evaluate tradeoffs between approval rate, loss, and profitability, and recommend strategies to optimize portfolio performance., • Distinguish fraud risk vs credit risk, improving early default performance and reducing losses., • Design and execute experiments (A/B tests, champion/challenger frameworks) to evaluate strategies and drive continuous improvement., • Work with Product and Engineering to implement decisioning logic into production systems and ensure accurate execution., • Monitor model and strategy performance over time, identifying drift, instability, or unintended impacts on portfolio outcomes., • Collaborate cross-functionally with other departments to ensure decisions align with business goals and risk appetite., • Degree in Data Science, Applied Mathematics, Statistics, Economics, Computer Science or a related field, • 5-7 years of professional experience in Data Science, Analytics or a related field within FinTech or online lending space., • Advanced proficiency in Python for programming, data analysis, and predictive modeling, • Proficiency in SQL, Excel and experience with data visualization tools, • Excellent knowledge in applied statistical methods and experience using various predictive machine learning techniques including: linear models, decision trees, boosting, and ensemble models, • Knowledge of optimization, stochastic processes, experimental design, A/B testing and bootstrapping, • Passion for keeping your skills up to date and exploring new methodologies, • The ability to distill complex problems and analysis into a clear and concise narrative Preferred • Experience in subprime consumer lending, fintech, payments, or another regulated financial services technology environment., • Hands-on experience applying AI to credit risk management Compensation at Braviant is competitive and commensurate with experience. Details will be discussed with qualified candidates during the interview process. In addition, we provide: • Comprehensive healthcare including medical, dental, and vision coverage, • Generous paid time off, including PTO, sick time, and 13 company holidays, • 401(k) with company contribution, • Participation in annual discretionary bonus plan, • Regular team and company gatherings What it's like to work here:We're about achieving results while having fun along the way. We believe in solving problems together and building on each other’s ideas. Our teams are comprised of smart, curious individuals and we encourage everyone to think like an owner, take initiative and drive their careers. Our broad roles provide tremendous opportunities for individuals to acquire new skills, gain exposure to all areas of the business, and quickly see their impact at Braviant. Want to learn more? Check us out on , and our _ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

_ provides innovative identity and risk solutions, empowering institutions and individuals to transaction with confidence. We’re building the future of identity verification in the United States replacing a clunky, ineffective, and expensive status quo with solutions that are 10x faster, smarter, and more accurate. We’ve seen tremendous traction and are growing extremely quickly. Our real-time APIs have helped verify hundreds of millions of identities, starting with financial services and rapidly expanding into new markets. SentiLink is backed by world-class investors including Craft Ventures, Andreessen Horowitz, NYCA, and Max Levchin. We’ve earned recognition from TechCrunch, CNBC, Bloomberg, Forbes, Business Insider, PYMNTS, American Banker, LendIt, and have been named to the list every year since 2023. Last but not least, we’ve even made history - we were the first company to go live with the and testified before the _ on the future of identity. SentiLink supports a variety of ways to work, ranging from fully remote to in-office. We operate as a digital-first company with strong collaboration across the U.S. and India. We maintain physical offices in Austin, San Francisco, New York City, Seattle, Los Angeles, and Chicago in the U.S., and in Gurugram (Delhi) and Bengaluru in India. If you’re located near one of these offices, we would love for you to spend time in the office regularly. Some roles are hybrid or in-office by design. For example, our engineering team in India works primarily from our Gurugram office. We’re looking for a strong Engineering Manager to lead a backend/platform-focused engineering team responsible for powering SentiLink’s core products. This team owns the backend systems, external APIs, and services that power these experiences, as well as the technical foundation that ensures the product is scalable, reliable, and secure. You will lead a small but growing team of engineers responsible for building API-driven systems, evolving our platform architecture, and enabling product teams to move quickly with confidence. This role sits at the intersection of backend platform development, technical architecture, and people leadership. You’ll partner closely with product, data science, infrastructure, and front-end engineering teams to deliver high-quality systems in a fast-moving environment. We are looking for a manager who is fundamentally a strong backend engineer and enjoys staying close to technical work, contributing to architecture, guiding design decisions, and unblocking complex systems challenges. This is a remote, US-based position. Technologies: React, Golang, Python, PostgreSQL (RDS), Docker, OpenSearch, AWS technologies (Lambda, Cognito and other standard services) Lead and grow a team of backend/platform engineers building the systems that power Intercept and other critical applications Drive execution across planning, prioritization, and delivery with a focus on reliability and scalability Own the technical direction of backend services and APIs, ensuring systems are secure, performant, and maintainable Partner with product and front-end teams to translate product requirements into robust backend architectures Collaborate with data science to productionize models and integrate decisioning systems into APIs and workflows Work closely with infrastructure to improve system reliability, observability, and developer experience Contribute to architectural decisions and guide the long-term evolution of our platform Maintain high standards for code quality, testing, and operational excellence Support incident response and ensure systems meet SLA expectations Hire, mentor, and develop engineers while maintaining a high hiring bar Foster a culture of ownership, accountability, and continuous improvement Contribute to code and technical problem-solving as needed 3-5+ years of engineering management experience leading backend or platform teams Strong background as a senior or staff-level backend engineer Deep experience building API-driven systems using languages like Golang, Python, or similar Strong understanding of distributed systems, scalability, and system design Experience owning and evolving backend architecture in production environments Track record of shipping complex, customer-facing or platform systems Comfortable leading technical discussions and diving into implementation details Experience working in fast-paced, startup or growth-stage environments Experience building platforms that support product teams (internal APIs, shared services, developer tooling) preferred Familiarity with data-intensive systems, search (OpenSearch), or risk/decisioning systems preferred Experience in fintech or highly regulated environments preferred $200,000/year - $240,000/year + equity + benefits Employer paid group health insurance for you and your dependents 401(k) plan with employer match (or equivalent for non US-based roles) Flexible paid time off Regular company-wide in-person events Home office stipend, and more! Follow Through Deep Understanding Whatever It Takes Do Something Smart

Home to some of the most recognized brands in real estate? Better Homes and Gardens Real Estate,?Century 21,?Coldwell Banker,?Coldwell Banker Commercial,?Corcoran,?ERA, and? Sotheby's International Realty, we fulfill our purpose to empower everyone's next move through our leading integrated services

As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. Bilingual Teller Retail Banker. By joining Woodforest you will become a part of one of the largest employee-owne

By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage a

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities • Shares the value of Chase Private Client with clients that may be eligible, • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs, • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week, • Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships, • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation, • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role, • Compliance with Dodd Frank/Truth in Lending Act*, • High school degree, GED, or foreign equivalent, • Adherence to policies, procedures, and regulatory banking requirements, • Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills • Excellent communication skills, • College degree or military equivalent, • Experience cultivating relationships with affluent clients, • Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Efficiently opens all retail products and services for customers. An individual should have strong working knowledge of all retail products and services. Work is performed in a retail banking center environment that is energetic and client focused.

JPMorganChase - 1102 Southmore Avenue - Responsibilities: Greet clients and deliver attentive, friendly service to create a welcoming environment; Assist with day-to-day transactions and open new accounts while complying with policies and regulatory requirements; Educate clients on digital banking t

This compensation range is for the Mortgage Banker - Retail & Senior Banker job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience

Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you. As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management. The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more. Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry. Job Responsibilities • Work on financial models to support financing transactions, • Assist in the completion of credit approval memos, • Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis), • Learn how to identify treasury product solutions to benefit clients' long-term planning, • Develop an understanding of the full breadth of J.P. Morgan products and service offerings, • Conduct client and prospect research to support business development effort Required Qualifications, Capabilities and Skills • Minimum GPA 3.2 required, • Superior analytical, leadership, interpersonal and written/verbal communication skills, • Keen attention to detail and creative mindset, • Proven ability to multi-task and meet deadlines in a fast-paced environment, • Exhibit sound judgement, agility, and the ability to work as a team player Preferred Qualifications, Capabilities and Skills • 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus, • Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered), • Some exposure to credit fundamentals and/or previous client exposure is a plus, • Knowledge of the market dynamics and its business environment preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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 225-275 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 Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities • Shares the value of Chase Private Client with clients that may be eligible, • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs, • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week, • Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships, • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation, • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role, • Compliance with Dodd Frank/Truth in Lending Act*, • High school degree, GED, or foreign equivalent, • Adherence to policies, procedures, and regulatory banking requirements, • Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills • Excellent communication skills, • College degree or military equivalent, • Experience cultivating relationships with affluent clients, • Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. In this role, you will: • Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner, • Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations, • Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures, • Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools, • Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship, • Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines, • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: • 2+ plus years of in branch business banking experience, • 1+ year of experience managing a dedicated book of business customers across assigned territory, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Experience using strong business acumen to provide financial services consultation to business customers, • Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners, • Customer service focus with experience handling complex transactions across multiple systems, • Knowledge and understanding of retail compliance controls, risk management, and loss prevention, • Ability to educate and connect customer to technology and share the value of mobile banking options, • Ability to interact with integrity and professionalism with customers and employees, • Experience mentoring and peer-coaching others, • Fluent in Spanish a plus Job Expectations: • This position is not eligible for Visa sponsorship., • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Location: 7302 Bellaire Blvd. HOUSTON, TX 77036 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 24 Jul 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Startup Banking team focusing on Portfolio Management (PM), you will be responsible for growing, providing banking services and retaining profitable relationships within Commercial & Specialized Industries (C&SI) specializing in Innovation Economy, Startup Banking with a focus in Life Sciences & Healthcare. The Startup Banking team is part of J.P. Morgan's Commercial Bank in its Commercial and Specialized Industries group. In this role you will be the focal point of client acquisition, banking services and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities: • Demonstrate the ability to manage a client portfolio, provide banking services, and build a brand within your market that represents Startup Banking as the "Leading Innovation Economy bank serving the best and most diverse clients", • Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments, • Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development, • Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (KYC, credit, operational, and reputational) appropriately, • Be passionate about innovation, the early stage (pre series A) startup ecosystem and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Required Qualifications, Capabilities and Skills: • 5+ years of related experience, • Strong understanding of Commercial Banking products and services, • Excellent sales management and business development skills, • Proficiency in building and maintaining positive client relationships, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Preferred Qualifications, Capabilities and Skills • MBA or MS degree and formal credit training preferred, • Experience in Life Sciences and Healthcare, • Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers, • Strong verbal, written communications skills with the ability to collaborate and manage JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management, with client assets of $4.0 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank and select J.P. Morgan Advisors mortgage business, which serve high net worth and ultra-high net worth clients, and Chase Wealth Management, serving mass affluent and affluent clients. The Mortgage Solutions business is a top 10 Jumbo Mortgage Originator in the US with $70 billion in outstanding mortgage balances and exclusively serves the clients of the JPMorgan Private Bank and J.P. Morgan Wealth Management businesses. Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured by properties in the US, UK, and French markets. The Global Mortgage Solutions team includes a large team of Mortgage Specialists in multiple global locations who work with clients and bankers to guide them in their home lending financing needs and a global mortgage product team managing the products that enable our business. Key Responsibilities include: • Joint ownership with senior Mortgage Specialists in advising and delivering residential real estate solutions for JP Morgan Private Bank Clients, • Daily proactive management of loan origination process, including: liaising with clients, coordinating with key internal partners, third parties (attorneys, title companies, CPAs, etc); submission of mortgage applications, completing pricing analyses, and coordinating all steps needed for an efficient and timely closing of each deal., • Respond efficiently and effectively to client and internal inquiries, • Assist with the underwriting development process, including identifying thorough financial packages for underwriting purposes, proactively identifying and solutioning potential underwriting issues, and detailed credit risk analysis., • Ensuring client needs and expectations are consistently met and/or exceeded, • Respond to data quality questions and research/resolve all issues Following on-the-job training: • Identify and structure mortgage loan opportunities during conversations with clients, Bankers and/or other integrated team members, • Analyze client balance sheets and cash flow to formulate a mortgage solution that meets the client's needs and is consistent with the firm's risk parameters, • Coordinate the application, origination and closing process end-to-end, including receipt of all necessary documentation from clients and/or Bankers, • Serve as a Subject Matter Expert for our clients and internal partners, • Partner with senior Mortgage Specialists to market and promote JP Morgan's mortgage solutions platform to JP Morgan banking partners, clients, prospects, and third-party centers of influence Key Requirements • Excellent communication skills (verbal and written), • Excellent time management and organizational skills; sense of urgency & critical thinking, • Ability to handle a high volume of client and Banker communication and requests for information while multi-tasking, • Self-motivated and ability to facilitate change, • Ability to consistently deliver accurate and organized work, • Exemplary professional disposition, presence, punctuality and ownership over professional development, • Strong partnership and relationship building skills to work effectively with internal teams (Bankers, Lending Specialists, Underwriters, etc) and external constituents as needed for each transaction, • Proficiency in Microsoft software applications (Excel, Word, Outlook, Teams, PowerPoint) JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank, specifically for our LATAM South region. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Program Banker Analyst in the International Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. Job Responsibilities • Help devise customized financial strategies for existing and prospective clients, • Prepare pitch books and meeting materials, • Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives, • Become an expert in a range of proprietary models to provide recommendations on tailored solutions, • Conduct research and analysis; assist with product development and prospecting efforts, • Research client inquiries and manage follow up communication and materials, • As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients Required Qualifications, Capabilities, and Skills • Bachelor's degree with a minimum overall GPA of 3.2/4.0, • Proficient in both Spanish and English, • No more than two years of work experience following completion of undergraduate program, • Demonstrated aptitude for sales and client relationship management Preferred Qualifications, Capabilities, and Skills • Superior multi-tasking and organizational skills, • Excellent communication skills and poise giving presentations, • Genuine interest in financial markets and macro-level economic trends, • Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: • Providing excellent customer service and effectively resolving customer issues., • Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners., • Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships., • Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking), • Maintaining your knowledge of all products, services, technology and policies., • Adhering to all operational, security, risk and regulatory policies and procedures., • Other duties as assigned. Basic Qualifications: • High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role., • Licenses: This position will be subject to additional background check requirements including being required to provide fingerprints as required by NMLS regulations. Preferred Qualifications: • Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience., • Ability to build, deepen and retain relationships., • Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills., • Excellent verbal and written communication skills., • Comfort with technology such as mobile services and online banking services., • Knowledge of consumer and business deposit products. Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities • Shares the value of Chase Private Client with clients that may be eligible, • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs, • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week, • Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships, • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation, • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role, • Compliance with Dodd Frank/Truth in Lending Act*, • High school degree, GED, or foreign equivalent, • Adherence to policies, procedures, and regulatory banking requirements, • Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills • Excellent communication skills, • College degree or military equivalent, • Experience cultivating relationships with affluent clients, • Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx

Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve. The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses. Handles the largest, most profitable customer relationships within the department. Team Culture We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic. Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience. Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors. How You'll Spend Your Time You will use your business savvy to identify new prospects and develop new business. You'll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy. You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance. You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education and experience. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_coordinators@bokf.com with any questions. Investing in our talent and building a great workplace is a top priority for us. • Empowered employees, • Award-winning culture, • Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporationsand everything in between. • Operations focused in an eight-state footprint, • 5,000 team members, • $53.8 billion in assets*, • $123.6 billion in assets under management and administration*, • $9.3 million donated to local nonprofits in 2025, • 56,000 volunteer hours by our employees in 2025, • Nearest Major Market: Austin, • Job Segment: Credit Analyst, Bank, Banking, Banker, Finance *At March 31, 2026

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities: • Shares the value of Chase Private Client with clients that may be eligible, • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs, • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week, • Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills: • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships, • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation, • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role, • Compliance with Dodd Frank/Truth in Lending Act*, • High school degree, GED, or foreign equivalent, • Adherence to policies, procedures, and regulatory banking requirements, • Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills: • Excellent communication skills, • College degree or military equivalent, • Experience cultivating relationships with affluent clients, • Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act: This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx

Job Description For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. Sales Representative - Business Development ( Business Consultant / B2B Sales Representative ) : - Sell Clover, an industry-leading cloud-based point-of-sale (POS) platform used by more than 700,000 merchants and processing over $330 billion in card transactions, to small- and medium-sized businesses (SMBs) in your assigned territory. The platform combines POS hardware and software to handle card, mobile wallet, and contactless payments, alongside business management features such as inventory, reporting, and customer loyalty. • Manage a territory with dozens of branches from multiple established corporate partner banks, building relationships with business bankers to generate referrals and close deals, while self-sourcing new opportunities to supplement the partner banks’ pipelines., • Conduct on-site product demos and presentations at client businesses, showing how the platform can streamline operations and boost revenue, and close sales deals in person., • This is a quota-carrying field sales role focused on driving new business, managing existing relationships, and growing an assigned territory through strong outside sales execution and a self-starter mindset. You'll own the full sales cycle : prospecting, self-sourcing leads, and generating referrals through existing clients and established bank partnerships, and closing deals, with full accountability for territory performance and quota/KPI attainment, including turning around underperforming accounts. Success in this role means building lasting client and partner relationships, identifying challenges early, and consistently delivering proactive solutions that drive growth and retention., • We're looking for someone with proven outside sales experience who hits quota, works provided leads and builds their own pipeline, closes deals, hunts for new business, connects well with people, and owns their results., • Somebody with previous experience as a Business Banker / Commercial Banker OR worked before for companies like ADP ( or similar payroll processing and human-resources outsourcing companies ) will be a good fit For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. . #M1 #LI-DP1 Ref: #404-IT Pittsburgh

Strong understanding of the Real Estate industry, including deep fundamental understanding of Real Estate development and investment. Competence in Real Estate Finance modeling, including IPL, DCF and Argus. Deliver customized, complex banking and capital markets solutions to private real estate dev

Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotheby's International Realty, we fulfill our purpose to empower everyone's next move through our leading integrated services,