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Location: On site at location listed in job posting.Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment.Introduce bank products and services through outreach to prospects and provide tailored

Job Description Job Summary: Our Financial Services Representatives are key partners in deepening potential and existing customer relationships. Our FSR’s are extremely knowledgeable banking professionals who understand our customer’s financial needs. They are well-equipped to recommend the most beneficial products and services offered in the market and, like every facet of Veritex Community Bank, are rooted in truth and uncompromising integrity. Our Financial Service Representatives serve others with hard work, honest business practices, and a deep commitment to the communities we serve. Veritex Financial Service Representatives are highly cross-trained professionals who provide both Personal Banker and Teller services. They are positioned well by our leadership for excellent career growth and intellectual challenge. While assigned to a home Community Bank Center (branch), our FSR’s may travel to other CBCs (branches) to fill in, as needed. This professional will promote financial products such as credit cards, CD’s, IRA’s, Treasury Management services and credit options; open and manage deposit accounts and create positive solutions and experiences for potential and existing customers. If you have a passion for serving others, we’d like to hear from you. Job Skills and Qualifications: · Conduct both Personal Banker and Teller services · Servant heart and servant leadership approach to others · Integrity, discretion, and respect for confidential information are absolutely essential · Proficient with all Microsoft applications (Word, Outlook, Excel etc.) · Ability to answer detailed customer questions as well as sell bank products and services · Excellent communication skills needed to identify customer needs and explain bank brochures and other bank literature · Ability and willingness to greet customers in a friendly manner · Maintain a positive and helpful attitude in any situation · Strong attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC) · Strong analytical and problem-solving skills with the ability to achieve innovative solutions · High school graduate or equivalent · Two plus years of retail branch banking preferred · Or four plus years of retail sales experience · Strong knowledge of financial product knowledge Company DescriptionCompany Overview: Truth in Texas Banking. That’s what we’re about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 we were listed on Fortune’s 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we’ve built a bank forever rooted in truth, transparency, and uncompromising integrity. We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to “Be Your True Self.” Our “True You” culture is made up of five pillars: Be Mindful Be Healthy Be Better Be Prosperous Be Faithful With this as our foundation, we’ve built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at and come see how we’re bringing truth and transparency to Texas banking.Company Overview:\r\n\r\nTruth in Texas Banking. That’s what we’re about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 we were listed on Fortune’s 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we’ve built a bank forever rooted in truth, transparency, and uncompromising integrity.\r\n\r\nWe know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to “Be Your True Self.” Our “True You” culture is made up of five pillars:\r\n\r\nBe Mindful\r\nBe Healthy\r\nBe Better\r\nBe Prosperous\r\nBe Faithful\r\n \r\nWith this as our foundation, we’ve built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at and come see how we’re bringing truth and transparency to Texas banking.

Job Description External 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. 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. 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. 40 hours per week.

Job Description As a Member Financial Specialist, you’ll help UNIFY’s credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…). We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that! Daily, you will • Listen to understand members’ needs., • Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.)., • Provide solutions based on training and available resources., • Build upon concepts and become a trusted expert., • Have passion to help and compassion to understand., • Competitive pay: Base wage starts at $25 per hour., • A clearly defined career path with promotion opportunities based on your performance., • Three weeks of job-preparedness training, • A leadership team committed to motivation and a positive environment., • A culture of inclusivity, belonging and fairness, • Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives, • Passion for helping people and an empathetic ear to our member’s needs., • Thirst for knowledge and desire to grow., • Ability to build relationships with credit union members and teammates., • Willingness to make outbound follow-up calls to credit union members., • Ability to change in daily tasks, procedures, and workspace., • High school diploma or equivalent, • Computer experience, including ability to type documentation while listening and engaging. Overview: UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed. Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution. Essential Duties & Responsibilities: • Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis., • Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting., • Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans., • Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines., • Performs functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies, procedures and guidelines., • Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting financial needs analysis., • Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results., • Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales., • Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards., • May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business., • Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately., • Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed., • Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements., • Participates in the opening and closing of the branch and may oversee operations in the absence of the manager., • Is an advocate and subject matter expert on digital banking options for members., • Becomes a Notary Public to service member needs., • Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs., • Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs., • Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service., • Strong customer/member service skills., • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate the benefits., • Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution., • Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications., • Requires lending certification or the willingness and aptitude to gain certification within three months of hire At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. Competitive Compensation and Excellent Benefits Package* Includes: Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation. UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at

The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. Proven experience in business development, with a strong track record of generating and closing ne

Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process. Consult small business customers on business life and cash flow cycle. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed.

As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including

This is a detailed description of the job role.It includes the responsibilities, requirements, and other important information about the position.The content is formatted to be clear and easy to read.The job is located in the specified area.It is an opportunity for individuals who meet the outlined

In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. This job is responsible for

Develops relationships with customers, remaining well-informed about the customer's relationship with the bank. At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial w

Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment.Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relati

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 Personal Banker within PNC's Retail Branch banking organization, you will be based in Richardson, TX at the Coit Road branch.

Relationship Banker, you will play a key role in. Being the next generation Senior Relationship 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.

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

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

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.

Location: On site at location listed in job posting.Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment.Introduce bank products and services through outreach to prospects and provide tailored

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

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

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 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

The Senior Private Banker is responsible for comprehensive management and service delivery, specifically catered to Simmons Private Banking and high-net-worth customers.

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

At Bank of America, we are committed to making financial lives better through the power of every connection.We aim to deliver responsible growth for our clients, teammates, communities, and shareholders.We strive to be a diverse and inclusive workplace, offering competitive benefits to support our t

As a Personal Banker within PNC's Retail Banking organization, you will be based in Frisco, TX at the El Dorado & Coit Branch.

Master and perform the primary purpose and essential duties of the Teller, Relationship Banker I and Relationship Banker II positions. Serve as mentor and coach for Tellers, Relationship Bankers I and II. Leads by example and serves as a role model for Tellers, Relationship Banker I and II positions

The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. Master the Primary Purpose and Essential Duties of the Relationship Banker I position. Leads by example and serves as a role model for Teller