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31 jobs found

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Rhinebeck Bank Poughkeepsie, NY

7d ago

$65k - $85k/yr Full time 66 Advisor Banker

66 Advisor Banker

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Job Description

This on-site, branch-based role in Poughkeepsie focuses on growing deposits, expanding consumer lending, and identifying investment opportunities while delivering high quality customer experiences. The position requires a bachelor’s degree in Finance, Economics, Business, or a related field, along with FINRA licenses and a NYS Life/Health Insurance license. The compensation range for this role is between $65,000 and $85,000 annually, depending on experience.

Responsibilities

Proactively engage with customers to uncover banking, lending, and investment opportunities aligned with their financial goals.
Oversee the end-to-end origination of consumer loans, including home equity loans, while ensuring all regulatory requirements are met.
Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate to achieve optimal outcomes.
Provide coaching and mentorship to junior Universal Bankers to support their development.
Travel between branches as needed to serve customers and support the growth of the branch network.

Requirements

Licensing: FINRA Series 7 and 66, plus NYS Life/Health Insurance License.
Proven sales success in outbound outreach and relationship management.
Strong verbal and written communication skills with a focus on delivering exceptional service.
Organizational and coaching abilities to prioritize tasks and mentor junior staff.
Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.
Valid driver’s license and the ability to travel between branches as needed.

Benefits

Competitive compensation: $65,000 to $85,000 based on experience.
Health, dental, and vision coverage to support your well-being.
Tuition reimbursement to assist with continuing education and career growth.
20 days of paid time off to recharge.
Generous 401(k) match to help plan for the future.
Structured training and development during onboarding, including classroom, webinar, and hands-on learning.
Ongoing mentorship from experienced professionals to foster growth in the role.
Paid volunteer hours to support community involvement and social impact.

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Commercial Banker

State Bank Brownsburg, IN

8d ago

Full time Marketing Banker Banking

Marketing Banker Banking

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Job Description

State Bank's Commercial Banker role in Brownsburg, IN is an onsite opportunity focused on expanding the bank's footprint in Hendricks County. The position centers on developing new commercial banking business by reaching out to prospects and clients, cross-selling bank products, and delivering tailored financial solutions. By building durable relationships with customers and key influencers in the market, you will support profitability and growth targets in the Hendricks County area.

Responsibilities

Develop and maintain commercial banking relationships within the Hendricks County market.
Participate in market strategy and business development initiatives.
Collaborate with banking center staff, the mortgage originator, and the investment representative to formulate financial plans that meet client needs.
Address the personal banking needs of business owners.
Identify and establish relationships with prospective business customers to grow the portfolio through new client acquisitions.
Support the market president and the senior commercial banker in market development and servicing the current client base.
Apply business development and relationship management techniques to achieve target sales of commercial lending and deposit products and services.
Target new relationships with aggregate borrowing needs up to the bank's lending limit.
Cross-sell other bank products and services.

Requirements

Bachelor’s degree in accounting, finance, economics, or business administration.
Five years of industry experience with an emphasis on outside business development and sales.

Benefits

401(k) 3% Match
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Vision insurance

Skills & Abilities

Excellent verbal and written communication skills.
Strong sales and customer service abilities.
Outstanding organizational skills and attention to detail.
Effective time management with a proven ability to meet deadlines.
Analytical and problem-solving capabilities.
Ability to perform well in a high-paced and occasionally stressful environment.

Job Type

Full-time

Work Location

In person

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Ag/Business Banker

Border Bank Greenbush, MN

10d ago

$75k - $115k/yr Full time Agriculture Agriculture Lending Banker

Agriculture Agriculture Lending Banker

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Job Description

Border Bank offers a stable, community‑focused career in Greenbush, MN (onsite). The Ag/Business Banker role pays $75,000 to $115,000 per year and centers on building long‑lasting relationships with agricultural and business clients, delivering loan, deposit, and cash‑management solutions, and representing the bank as a trusted regional partner and active community participant.

Benefits

Paid Time Off & Paid Holidays
Health, Dental & Vision Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
401(k) with Employer Match
Bank‑Paid Life Insurance & Long‑Term Disability
Supplemental insurance options including Accidental Injury, Heart & Stroke, Cancer, Intensive Care, Hospital Indemnity, Critical Illness, Life, and Short Term Disability
Employee Assistance Programs (EAP)
Wellness Dollars
Education Assistance

Responsibilities

Originate agricultural and commercial loans and oversee an assigned portfolio with emphasis on growth, product mix, margin, credit quality, and fee income
Drive new loan volume through proactive outreach and deepening existing client relationships
Deliver outstanding service to all clients, new and existing
Monitor delinquent loans and work toward maintaining a high‑quality loan portfolio
Establish new deposit relationships and expand current ones
Negotiate loan rates and terms within established guidelines
Represent Border Bank in local community and civic organizations

Requirements

Strong relationship‑building and communication skills
Passion for business development and community involvement
Solid credit analysis skills
5+ years of banking experience
Bachelor's degree in Business Administration or equivalent experience

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Citizens Banker

Citizens Financial Group Philadelphia, PA

12d ago

$25+/hr Full time Advisor Banker Banking

Advisor Banker Banking

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Job Description

Citizens Financial Group offers meaningful work and close relationships, a strong commitment to the community, clear opportunities for career growth and upskilling, and exceptional benefits. This onsite Citizens Banker role in Philadelphia, PA comes with a compensation of USD 25 per hour, and provides a pathway to support customers across spending, saving, borrowing and investing needs while coordinating with Wealth Management, Mortgage and Business Banking for more complex situations.

Responsibilities

Provide recommendations and help customers with financial solutions across spending, saving, borrowing and investing needs.
Understand each customer’s personal financial goals and propose tailored plans to help them reach those goals, whether planning for the future, buying a home, or opening a new credit card.
Promote digital and mobile first banking options, guiding customers to use the bank app and ATMs for transactions.
Collaborate with partners in Wealth Management, Mortgage and Business Banking to address more complex financial needs.
Make outbound calls to attract new customers and schedule financial checkups, recognizing that a fit today may evolve over time.
Adhere to all financial policies and procedures, including proper cash handling and compliance with state and local laws.

Requirements

High school diploma or GED required
Two years of sales and customer service experience with a track record of meeting or exceeding goals
Strong ability to ask questions and identify needs to strengthen the customer relationship
Proven success in building relationships and recommending and referring products and services through in-person and phone interactions
Demonstrated skills using digital technology to support business goals
Problem solving aptitude to provide practical solutions for customer issues
Collaborative mindset to strengthen relationships with teammates, partners and specialists
Self-motivated, confident and able to multitask effectively
Availability to work branch hours, including weekends and evenings
Compliance with SAFE Act requirements, including successful pre-employment screening and obtaining an NMLS unique identifier
Complete a video interview assessment after applying, within seven days of receiving the link

Benefits

Meaningful work and relationships
Commitment to the community
Career opportunities, reward and upskilling
Exceptional benefits

Hours and Work Schedule

Hours per week: 40

Work schedule: Varies with branch needs and may include weekends and evenings

Equal Employment Opportunity

Citizens and its affiliates provide equal employment and advancement opportunities to all applicants and colleagues without regard to age, ancestry, color, citizenship, disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information or characteristic, marital or domestic partner status, victim of domestic violence, family status or parenthood, or other protected characteristics. We evaluate individuals on merit and fit for the role.

Background Check

Any offer of employment is contingent on successfully passing a background check. This may include checks of credit, motor vehicle records, public records, prior employment verification and criminal history. The final determination will consider regulatory requirements and the nature of the background in relation to the job.

Awards We've Received

Glassdoor
Best Place to Work in Consulting, Finance & Insurance
The Banker's
US Bank of the Year
Dave Thomas Foundation’s Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award

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Personal Service Advisor-Banker- JUNO BEACH / Palm Beach Gardens

Power Financial Credit Union Juno Beach, FL

12d ago

$19+/hr Full time Advisor Banker Banking

Advisor Banker Banking

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Job Description

Power Financial Credit Union is seeking a full-time Personal Service Advisor/Banker to join its onsite team in Juno Beach, Florida. In this role, you will perform teller and platform duties, promote PFCU products and services, and support fraud prevention and risk mitigation to help members improve their financial well‑being. This position suits someone with at least one year of customer service experience and a high school diploma or GED, who can engage members professionally and collaborate across business lines.

Location

Juno Beach, FL (onsite)

Compensation

Hourly rate: USD 19 per hour

Responsibilities

Provide superior member service by following PFCU member experience standards while complying with BSA and Compliance regulations, procedures, branch security, Teller Balancing guidelines and all other PFCU policies and procedures.
Ensure cash drawer, checks received, and transfers are in balance on a daily basis.
Explain, promote, refer, and sell respective PFCU products and services.
Open and maintain a variety of accounts, products, and/or services for members after consulting on their individual needs.
Refer members to appropriate business lines to ensure member needs are met.
Handle basic loan requests for members.
Ensure new and existing deposit and loan accounts meet quality control standards.
Perform the activities required to meet production targets.
Assist members with Safe Deposit requests as needed.
Demonstrate problem solving skills and the ability to handle complex and multiple priorities.
Maintain a high level of personal integrity through a friendly and professional demeanor in addition to complying with the Code of Ethics & Conduct.
Ensure Net Promoter Score/NPS meets PFCU standards.
While working on the Teller line, look for opportunities to build rapport with members.
Listen for cues that will connect a promotion or financial solution to an expressed need.
Look at the member’s account profile for additional referral opportunities.
Encourage members to meet with a Personal Service Advisor and other business partners.
Follow up with members as needed.
Handle other teller functions, such as processing and recording requests for Negotiable Items (Money Orders, Cashier’s Checks, Visa Gift Cards, etc.).
Process the Night Drop, Mail and Automated Teller Machine (ATM) deposits using dual control.
Perform all other duties as assigned.

Requirements

High School graduate or GED equivalent required.
Minimum of one year customer service experience, preferably in a financial setting or retail setting.
Two year college degree preferred.
Math ability: must be able to perform basic mathematical calculations and balance cash with the assistance of a calculator.
Ability to perform accurate cash transactions.
Demonstrated ability to improve our members’ financial well-being via timely and relevant referrals.
MS Office applications: Word and Excel, basic to intermediate.
Strong attention to detail to include solid data entry with limited errors.
Ability to remain calm, patient, objective, and professional when presented with difficult situations.
Ability to work in a time sensitive environment and communicate decisions to all stakeholders.
Effective oral and written communication and ability to maintain working relationships.
Ability to meet attendance standards and adhere to the work schedule.
Ability to build rapport with members and recommend personalized banking financial solutions.

Technologies

Microsoft Word
Microsoft Excel

Schedule

Full-time during branch hours: Monday, Tuesday, Wednesday, Thursday 9:00 a.m. – 4:30 p.m. and Friday 9:00 a.m. – 6:00 p.m.
40 hours per week average, Monday through Friday.

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Personal Banker

Central Bank Illinois Ashton, IL

12d ago

$15 - $19/hr Full time Banker Banking Client Service

Banker Banking Client Service

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Job Description

This part-time Personal Banker role is based in Ashton, Illinois, at Central Bank Illinois. The position centers on delivering customer service, opening deposit accounts, handling teller duties, and cross-selling banking services. It requires strong communication, computer proficiency, logical thinking, attention to detail, and money-handling experience. The schedule runs Wednesday through Saturday with specific hours and the pay range is $15.00 to $19.00 per hour.

Responsibilities

Deliver customer service by opening a variety of deposit accounts
Perform routine teller duties
Cross-sell banking products and services to customers

Requirements

Excellent communication skills
Strong customer service capabilities
Proficiency with computers
Logical thinking
High attention to detail
Experience handling money
Previous banking experience preferred

Benefits

401(k)
Bereavement leave
Dental insurance
Life insurance
Paid time off
Profit sharing
Retirement plan
Vision insurance

Schedule

Wednesday 8:15am – 4:00pm
Thursday 8:15am – Noon
Friday 8:15am – 5:00pm
Saturday 8:15am – Noon (work 3 days, off 1)

Job Type

Part-time

Pay

$15.00 - $19.00 per hour

Location

In person, Ashton, Illinois

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U.S. Private Bank - Private Banker - Vice President or Executive Director

JPMorganChase Oklahoma City, OK

14d ago

Full time MBA Advisor Banker

MBA Advisor Banker

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Job Description

Located onsite in Oklahoma City, this role supports JPMorgan Chase's U.S. Private Bank, focusing on advising families on how to build, preserve and manage wealth. The Private Banker blends expertise in investments, financial planning, credit and banking to tailor guidance, serve existing clients and attract new relationships on an institutional platform.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Responsibilities

Build and sustain client relationships by earning trust, understanding needs, delivering tailored advice, crafting thoughtful solutions and providing an outstanding client experience
Drive business results and grow assets from both existing clients and new prospects
Advise on the total balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Collaborate with internal specialists to provide interdisciplinary expertise when required
Connect clients to the full range of JPMorgan Chase lines of business
Ensure proposed solutions align with clients' short, medium and long term objectives through a holistic, goals based planning approach
Adhere strictly to risk and control policies, regulatory guidelines and security measures

Requirements

Six-plus years of work experience in private banking or financial services
Bachelor’s degree required
Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but licenses must be obtained 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
Focus on the client experience and advocate on the client’s behalf

About Us

JPMorgan Chase is a long-standing financial institution delivering innovative solutions to millions of consumers, small businesses and many of the world’s leading corporate, institutional and government clients across the J.P. Morgan and Chase brands. With more than 200 years of history, the firm remains a leader across investment banking, consumer and small business banking, commercial banking, payments processing and asset management. The company offers a competitive total rewards package.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies that span the full spectrum of asset classes through a global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth to better define, focus and realize their goals.