Banker jobs in Houston, TexasCreate job alerts

Russell Tobin is seeking a proactive and detail-oriented Administrative Assistant to support executives within a fast-paced Asset & Wealth Management team. Responsibilities include calendar and travel management, expense processing, meeting coordination, and handling confidential information. Must have excellent communication, multitasking skills, and proficiency in Microsoft Office and SAP Concur. Prior experience in financial services or similar high-pressure environments is preferred. Job title: Administrative Assistant Location: Houston TX Duration: 6months Pay rate: $21-$22/hour Position Description: A global financial company is seeking a Junior Banker Assistant. Our Junior Banker Assistants are responsible for providing extensive administrative support to 25+ Junior Bankers at Analyst, Associate up to Junior VP level. This role works within a team of assistants supporting various bankers within an industry group team. The Junior Assistant will be provided with full training alongside ongoing support from their Team Supervisor during the engagement. This would suit someone with a Customer Service/ Administrator background with experience of dealing with a high-volume workload. This is a demanding role which requires extensive support from a highly competent, proactive, independent, and process driven individual. Experience of working in a remotely managed environment is a bonus. As a division, our strategic objectives include: • To be the world's pre-eminent investment bank – trusted advisor, financier, and risk manager for our clients on their most important transactions, • Build long-term relationships with clients and bring them world-class execution by "delivering the firm” over time, • Drive superior returns for our stakeholders, • Be the employer of choice for all career levels by providing a highly dynamic, meritocratic, diverse and rewarding workplace The duties of the role include: • Coordinating and scheduling of meetings and conference calls across multiple time zones, • Managing high volume of phone calls and emails, relaying information in a timely and accurate manner, • Calendar management for bankers (Associate level+), • Coordinating room bookings for internal/external meetings and VCs across multiple locations, • Coordinating travel arrangements for the team, including Visa applications, International flight and accommodation bookings, • Car bookings, • Expense processing and timely expense management, • Invoice processing, • Taking on ad hoc tasks while maintaining workflow, • Supporting teams in day-to-day issues, needs and queries, • Providing phone / holiday coverage for colleagues Skills: • Excellent Microsoft Word, Excel and Outlook skills, • Able to manage competing time-sensitive priorities and tasks, • Demonstrates dependability and high attention to detail along with the ability to multi-task, • Displays a consistent, professional degree of communication skills in person, on phone, via Zoom and by email at various levels, • Comfortable working with people at all organizational levels, internally and externally, • Must be a team player that works well under pressure within a changing environment, • Flexible and adaptable to work and support across multiple teams, • Be resourceful and able to use own initiative in solving issues, • Proactive attitude when managing diaries, • Discretion to deal with confidential business matters, • Friendly, polite and approachable with a "can do” attitude, • Zero to one year of experience Hours of Work: Generally, Monday to Friday 9:00am to 5:00pm (1 hour lunch break). Flexibility with hours is essential. Education High School Diploma Required Bachelor's Degree Preferred “Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.”

Job Description * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * 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 Description Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Foll

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

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 and enhance the customer's experience by offering products and services that best meet their needs.

Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of C

Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As an Associate Banker, you will play a key role in.

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

We are seeking candidates who possess a strong interest in venture capital, technology, and healthcare; demonstrate a commitment to teamwork and partnership; and exhibit exceptional work ethic and attention to detail. Our team covers technology and healthcare venture capital firms across the U.

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 and enhance the customer's experience by offering products and services that best meet their needs. Bilin

Follows the sales management process ensuring a regular calling program to clients and prospects is in place in order to generate high quality new deposits and loan business from existing clients and prospects. Assists in planning the portfolio growth through the development of a business plan in al

The Virtual Business Banker II (VBB II) is responsible for daily operations, execution, and support of inbound/outbound phone-based retention and sales effort occurring within a phone-based environment. Exhibits the ability to successfully multitask in a virtual setting, while proactively engaging c

Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange.

Relationship Banker - Houston Central Area.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

You will monitor and manage existing credit relationships in coordination with the, Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and

Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting, Retail Lending, Selling, Understanding Customer Needs. Personal Banker Position at PNC. As a Personal Banker within PNC's retail organization, you will be bas

Our team covers technology and healthcare venture capital firms across the U. We are seeking candidates who possess a strong interest in venture capital, technology, and healthcare; demonstrate a commitment to teamwork and partnership; and exhibit exceptional work ethic and attention to detail.

Work within a streamlined, timely and efficient credit approval process. Bachelor's degree with a minimum of 4 years experience in business lending, credit or business development. High school diploma or GED with a minimum of 8 years experience in business lending, credit or business development.

Bilingual Teller Retail Banker. 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 al

Managing Director, Public Finance. As Managing Director within PNC's Public Finance organization, you will be based in Houston, Dallas, San Antonio, or Austin, TX. The Managing Director for PNC's Public Finance organization will be a producing banker and also help to lead investment banking efforts

The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experienc

The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experienc

Regional Support Specialist (RSS). Ready to be part of something great? We're looking for a Regional Support Specialist (RSS) to join our Coldwell Banker team.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As an Associate Banker within Chase

Middle Market Banking Relationship Manager. Levels (I II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. Proactively contact clients to fully develop middle market banking relationships by executing on Inte

As a Program Banker Analyst in the U. 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. Morgan are based on our business needs and the Analyst's performance.

The teller is responsible for contributing to the overall success of a retail banking center(s) by committing to banker-readiness, processing all transactions accurately and efficiently, contributing to the prescribed customer experience levels, maintaining disciplined operational objectives; all wh

The teller is responsible for contributing to the overall success of a retail banking center(s) by committing to banker-readiness, processing all transactions accurately and efficiently, contributing to the prescribed customer experience levels, maintaining disciplined operational objectives; all wh

As a Program Banker Analyst in the U. 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. Morgan are based on our business needs and the Analyst's performance.

Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit. Cross-sell bank services and products. Provide bank services to a diverse customer base, including a large Spanish speaking population.

Reading and speaking in both English and Spanish fluently is required for this role.

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.Follows established policies in accordance w

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Job Description Commercial Relationship Manager Location: Houston, TX Overview We are seeking an experienced Commercial Relationship Manager to grow and manage a portfolio of middle-market commercial clients with a strong emphasis on core deposit growth, treasury management solutions, and prudent credit origination. This role is relationship-driven and production-oriented, ideal for a banker who excels at full-relationship banking and balancing deposit, lending, and risk objectives. The position is primarily focused on gathering operating deposits and originating new commercial loans, while maintaining a safe, sound, and profitable portfolio for the Bank. Key Responsibilities * Identify, develop, and expand new and existing commercial relationships with a strong focus on primary operating deposits, liquidity balances, and treasury management services * Proactively prospect, interview, and onboard commercial clients seeking full-relationship banking solutions, including deposits, cash management, payments, and credit * Manage and grow a commercial portfolio with accountability for deposit growth, treasury management penetration, loan production, portfolio quality, and relationship profitability * Analyze financial statements, cash flow, and operating activity to assess creditworthiness, deposit potential, and overall relationship risk * Structure and originate commercial loans that support client operating needs while reinforcing deposit balances and treasury service utilization * Prepare and present credit requests and recommendations in accordance with Bank policies; communicate approvals and declinations to clients * Coordinate closely with internal partners including Treasury Management, Credit, Operations, and Legal to ensure accurate structuring and execution of loan and deposit documentation * Monitor loan performance, covenant compliance, and overall relationship health; proactively address exceptions or deteriorating trends * Oversee the end-to-end relationship onboarding and loan origination process while continuously identifying opportunities to deepen relationships * Build a well-diversified, profitable portfolio that supports the Bank's asset quality, funding stability, and non-interest income goals * Represent the Bank in the local market through participation in business and nonprofit organizations aligned with the Bank's CRA and community engagement strategy Lending & Product Focus * C&I Loans * Owner-Occupied Commercial Real Estate * Lines of Credit * Equipment Financing * Commercial Real Estate (ground-up construction, rehabs, refinances) * Average deal size: ~$1MM * Internal legal lending limit: $4MM Qualifications * Proven success generating core commercial deposits and new loan production * Strong experience managing commercial relationships and credit risk * Ability to structure loans and treasury solutions that support full-relationship banking * Established or transferable Houston-area business network strongly preferred * Strong financial analysis, underwriting, and relationship management skills * Collaborative approach with internal credit, treasury, and operations partners

Job DescriptionCommercial Loan Officer – Experienced Lender Compensation: $100,000 – $150,000 (Base Salary + Incentive) Employment Type: Full-Time About the Bank We are a community-focused bank dedicated to supporting local businesses through strong relationships and local decision-making. As we continue to grow our commercial portfolio, we are seeking an Experienced Commercial Loan Officer to join our team. Position Overview The Commercial Loan Officer will originate, underwrite, and manage commercial credit relationships across C&I, CRE, and small business sectors. This role is best suited for a proven lender who excels in relationship management, credit analysis, and business development. Key Responsibilities Develop and maintain strong commercial banking relationships. Underwrite and analyze financial statements, cash flow, collateral, and tax returns. Manage a high-quality loan portfolio while ensuring sound credit and risk practices. Structure and present loan requests to credit officers or loan committee. Collaborate with internal teams to ensure timely and accurate loan processing. Proactively identify opportunities for portfolio growth and cross-selling additional services. Represent the bank at community and business events. Qualifications More than 4 years of experience as a Commercial Loan Officer, Business Banker, or Commercial Lender. Strong commercial credit analysis and loan structuring skills. Demonstrated track record of business development and portfolio growth. Excellent relationship-building and communication abilities. Bachelor’s degree in Business, Finance, Accounting, or related field preferred. Compensation & Benefits $100,000 – $150,000 annual earnings potential (base salary + incentives) Comprehensive benefits package (health, dental, 401k, PTO, etc.) Supportive leadership with true local decision-making Career growth opportunities within the bank How to Apply Please send your resume to with the subject line: Experienced Loan Officer Application. All inquiries are fully confidential.

Job Description Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they’ve earned the top spot on LinkedIn’s 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? • Comprehensive benefits package, including:, • Health, dental, and vision coverage, • 401(k) plan, • Paid time off and parental leave, • Disability, life, critical illness, and accident insurance, • Critical caregiving leave, • Employee discounts and commuter benefits, • Tuition reimbursement and scholarships for dependent children, • Adoption reimbursement program, • Competitive pay, • Career advancement opportunities within a leading national bank, • Supportive and inclusive culture focused on your professional growthRequirements, • 6+ months of customer interaction experience (work, military, or education), • Must meet SAFE registration and Loan Originator (LO) requirements, • Strong customer service and communication skills, • Ability to handle transactions accurately and follow procedures, • Experience building relationships and identifying customer needs, • Integrity and professionalism in customer and team interactions, • Ability to work a schedule that may include Saturdays, • Must be eligible to work in the U.S. (Visa sponsorship not available)What you’ll do, • Build strong customer relationships through proactive outreach and tailored financial solutions, • Assist customers with opening new accounts, processing service requests, and completing credit applications, • Educate customers on digital banking tools and technology, • Refer customers to appropriate partners for specialized financial needs Are you looking for more? Find it here. APPLY TODAY!

Job DescriptionAre you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • 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, • This position is not eligible for Visa sponsorshipPosting Location: 5202 Kirby Dr Houston, TX 77098 Posting End Date: 12 Jan 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Description UNITY NATIONAL BANK An Equal Opportunity Employer JOB DESCRIPTION Job Title: Universal Banker FLSA: Nonexempt Reports To: Teller Supervisor, Lobby Services Manager, Operations Manager General Summary The Universal Banker is a vital, customer-facing role primarily focused on delivering exceptional customer service while serving as the bank's key liaison to clients. This position acts as the primary client contact, empowered to manage the entire customer relationship: from processing complex daily banking transactions, cashing checks, and handling vault operations in an accurate and timely manner, to opening and maintaining accounts and other bank services. The position is responsible for establishing and maintaining strong business and personal accounts relationships, actively managing the customer service queue by following up on requests, and efficiently completing all other operational and relationship tasks assigned by branch management. Furthermore, the Universal Banker proactively identifies client financial needs, cross-sells the full range of the bank's products and provides solutions to drive personal and team goals in deposit and relationship growth, all while consistently ensuring strict adherence to established policies, procedures, and regulatory compliance. Functions and Responsibilities Customer & Account Management • Service: Provide exceptional service, resolve complex customer service issues, account discrepancies, and operational errors promptly., • Account Opening/Maintenance: Accurately open, close, and maintain personal and business accounts with complete and compliant documentation. Handle client concerns on statement reconciliation and perform changes to existing accounts., • Relationship Building: Maintain strong, long-term customer relationships, focusing on retention and expansion of the client depository relationship., • Client Education: Educate customers on the proper use of self-service technologies, services, and internal banking applications. Transactions & Cash Handling • Processing: Efficiently and accurately process a high volume of complex transactions, including deposits, withdrawals, check cashing, transfers, loan payments, and official checks, while adhering to prescribed limits., • Cash Control: Maintain and balance a cash drawer and/or cash recycler daily, ensuring accuracy and security., • Risk Mitigation: Minimize risk of losses, including cash differences, by complying with policies such as Client ID, Check Cashing, Cash Control, and Transaction Approval Limits. Sales, Outreach, and Goals • Outreach: Assist in branch call efforts by regularly reviewing, updating, and calling prospect lists., • Goal Achievement: Meet or exceed individual goals and contribute to branch sales, referral, and operational goals., • Community: Participate regularly in community events for the benefit of the bank and professional growth. Compliance and Operations • Regulatory Adherence: Maintain current continuing education training and demonstrate working knowledge of all Federal and State laws and regulations, including BSA/AML/CIP Program (Bank Secrecy Act/Anti-Money Laundering/Customer Identification Program), Patriot Act requirements, ACH, Regulation CC, Regulation DD, and the Identity Theft Red Flags program., • Security: Demonstrate working knowledge of the Bank’s Security Program and assist the Lobby Service Manager with security and operational procedures (vault balancing, branch opening/closing, dual control)., • Reporting/Support: Process assigned reports and support other branch staff with complex transactions and other tasks as needed. Problem Solving & Efficiency • Problem Solver: Resolve client complaints and errors, balancing client service with risk management. Participate in staff training to reduce erroneous occurrences., • Time Management: Exhibit superior time management skills by setting goals, meeting deadlines, and managing workload productively. Qualifications • Education: High School Diploma or equivalent required. Professional certificate or bachelor’s degree in accounting, Finance, or Business is preferred., • Experience: Minimum of 5 years’ experience., • Skills:, • Ability to operate a CRT, teller machine, and 10-key calculator., • Excellent verbal communication (concise) and written communication (clear, concise, correct forms/paperwork)., • Professional experience anticipating customer concerns and analyzing procedures for improvement., • Thoroughness, meticulous attention to detail, and the ability to identify and correct errors., • Ability to analyze and authenticate comprehensive legal and financial documentation required for the compliant opening and maintenance of Business, Estate, and Trust accounts., • Experience in efficient personal organization, prioritizing multiple tasks, and using time/resources efficiently., • Experience seeking to improve and develop new processes and ideas. Physical Demands (The physical effort generally associated with this position) Requires prolonged standing, walking, and potential eyestrain from extended computer and document review. Must effectively manage increased stress due to peak workloads and interactions with challenging customers. Involves moderate finger dexterity and eye-hand coordination for computer operation; requires occasional lifting/carrying of up to 20 pounds (e.g., cash drawers, files) and rarely up to 50 pounds. Job Type: Full-time Pay: $18.00 - $21.00 per hour Expected hours: 40 per week Mon – Friday 8 hours Shifts. Required Minimum one Saturday per month Company Description“The mission of Unity National Bank of Houston is to economically empower the communities which it serves and to provide equitable access to the banking system by providing financial products and services, as well as financial literacy and education. Unity National Bank of Houston is committed to serving all members of these communities, including those who have been underserved, unbanked, and underbanked by financial institutions and those who face barriers to accessing capital.”“The mission of Unity National Bank of Houston is to economically empower the communities which it serves and to provide equitable access to the banking system by providing financial products and services, as well as financial literacy and education.\nUnity National Bank of Houston is committed to serving all members of these communities, including those who have been underserved, unbanked, and underbanked by financial institutions and those who face barriers to accessing capital.”

Job DescriptionFocusOne in Northwest Houston is seeking an experienced Closer Funder to work in the Houston office. Position Summary Responsible for the timely and accurate closing and funding of all mortgage loans under federal, state, and investor regulations. Ensures all loan documentation is complete, compliant, and delivered on time, maintaining strict adherence to internal policies and regulatory requirements throughout the closing and funding process. Essential Functions Compliance & Documentation Review • Reviewing and clearing all Mavent Alerts in Encompass and ensuring all data is in regulatory compliance, • Reviewing files for post-closing compliance, • Work with legal on any regulatory or compliance concerns or direction, • Ordering closing documents through Encompass, • Working with attorneys and title companies to ensure closing documents are received and accurate, • Ordering funds from accounting for wiring to the title company, • Issuing funding numbers to titles to fund the closed loans, • Reconciling the Post Closing spreadsheet to ensure that dates are accurate and that funds and files are not outstanding, • Receiving closed files and funds from the title companies Collaboration & Communication • Working very closely with Operations Manager, Loan Processors, underwriters, Loan Officer and clients Qualifications: • Recent Closing/Funding experience (hands-on experience within the last 2 years), • Minimum of 2 years recent and active experience in the mortgage broker/banker industry and/or comparable experience or education. Knowledge, Skills & Abilities • Bilingual Spanish desired., • Proficiency with Loan Producer, Encompass, FICS, Outlook, Excel, and Word., • Strong understanding of underwriting guidelines, particularly for Texas Home Equity and FHA loans., • Advanced knowledge of mortgage calculations and regulatory documentation., • Familiarity with reviewing legal and compliance documents within the mortgage industry., • Highly detail-oriented with the ability to manage multiple tasks in a fast-paced environment., • Strong independent decision-making skills with minimal supervision., • Excellent written and verbal communication and customer service skills., • Demonstrated initiative, accountability, and drive to meet or exceed performance goals., • Able to collaborate effectively and interact with clients and colleagues with professionalism, diplomacy, and tact., • Willingness to work overtime during peak processing periods, typically at the month-end. Powered by JazzHR 19olfQ7qcV

Job DescriptionCommercial Banker We are partnered with a growing community-focused financial institution to identify a Commercial Banker who enjoys building relationships, structuring deals, and working closely with local businesses. This role is ideal for a lender who wants the autonomy and impact that comes with a relationship-driven environment rather than a large, highly layered organization. Position Overview The Commercial Lender will be responsible for originating, structuring, and managing commercial loan relationships within the local market. The ideal candidate brings strong credit fundamentals, consistent production ability, and experience working closely with business clients. Key Responsibilities * Originate and manage commercial loans, including: * Commercial Real Estate (CRE) * C&I (Commercial & Industrial) * Build, manage, and grow a commercial loan portfolio * Analyze borrower financials and assess credit risk * Prepare and/or review credit memos and financial spreads * Partner with internal credit and underwriting teams throughout the loan process * Develop and maintain long-term relationships with clients, referral sources, and community partners Ideal Background * 3+ years of commercial lending experience * Demonstrated annual production and loan origination history * Strong commercial credit foundation, including: * Formal credit training and/or prior Credit Analyst experience * Ability to read and interpret financial statements and spreads * Underwriting experience (hands-on preferred) * Experience managing and growing a commercial loan portfolio * Existing book of business is a plus, but not required * Experience with CRE and/or C&I lending Why This Role * Relationship-driven lending environment * Opportunity to make a direct impact on clients and the local market * Access to leadership and decision-makers * Supportive credit and operations teams * Ability to grow and shape a meaningful book of business Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. (605) 910-9530

Job Description This position will be responsible for the cross-selling of products and open new accounts such as checking, savings, and IRA's, as well as accept and process loan applications. The position will also be responsible for a wide variety of teller functions including commercial transactions. The individual will provide excellent customer service in all areas and be responsible for meeting established sales goals. Requirements include: Knowledge of banking laws regarding accounts, loan processing experience, and good computer skills in MS Word and Excel. Experience in TIN reporting and opening IRA's is a plus. Previous experience opening new accounts and prior cash handling is required. A minimum of two years new account sales experience is required. Candidate needs to be flexible in regards to schedule. Schedule will include Saturdays. Powered by ExactHire:186551

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 . 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., • 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. 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 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: 7:30AM - 6:00PM 40 HOURS