Personal Banker
Waypoint Bank
Job Duties Open and close a variety of consumer and business deposit accounts Accept cash and checks for deposit; check accuracy of deposit transaction Identify customer, validate and cash checks Record transactions promptly, accurately and in compliance with bank procedures Balance currency Prepare change orders Assist clients with wires and electronic/mobile banking products Answer inquiries regarding checking/savings accounts and other bank products Typing, filing, answering phones, distributing mail Document imaging Provide quality and personalized service Other duties and responsibilities as assigned Education And Experience High school diploma or equivalent 1+ years of operational experience in a bank preferred MS Word/Excel/Outlook experience preferred Key Competencies Accuracy and attention to detail Outgoing personality Proficiency in verbal and written communication Ability to prioritize and multi-task and follow-through Effective organization and time management skills Ability to professionally interact with all levels of employees and clients Ability to respect and hold confidential information Effectively work as a team member and independently as required #J-18808-Ljbffr
$22 - $23 per hour
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...SuggestedLocal areaFlexible hoursAfternoon shift$20.67 - $31.25 per hour
...80920 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness...SuggestedHourly payWork experience placementDay shift$19 - $23 per hour
...About The Opportunity Switchboard is seeking a Personal Banker on behalf of our client, a well-established, privately held community bank with a long history serving families and businesses across the region (company name and details will be provided in your initial interview...Suggested$20 - $24.5 per hour
...Personal Banker Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with...SuggestedHourly payFull timeTemporary workWork at office- ...Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs Personally creating sales opportunities by calling leads, visiting...SuggestedAfternoon shift
$85.5k - $146k
...greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology....Full timeWork experience placementLocal areaRemote work1 day per week$25 - $38.46 per hour
...Private Client Banker Location: 1521 South 8th Street - Colorado Springs, Colorado 80906 Job Summary: Be a problem solver, trusted... ...teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial...Hourly payWork experience placementDay shift$80k - $150k
...Colorado Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in...Immediate startAfternoon shift
$46k - $72k
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...Local areaFlexible hoursAfternoon shift$55k - $70k
...and continuous improvement. Please note: this is a hybrid position. While the role is largely remote, candidates can expect to be in person at the Junior Achievement USA office in Colorado Springs, Colorado at least twice a week. If selected, training would also largely...Work at officeRemote workWorldwide$97k - $192k
...top leadership position. He’s been married for 19 years and is a proud father of three, committed to making a positive impact both personally and professionally. Jacob Plowman is a Managing Partner with Modern Woodmen and has been with the organization for 1.5 years....Work at officeLocal areaWork from homeFlexible hours- ...Your experience matters - and here, it's a foundation for building a meaningful, long-term career. What you'll do: As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office$50k
...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to...Work at officeWork from homeHome officeFlexible hours- 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Modern Woodmen of America Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization...Full timeLocal area
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Work at office- Northwestern Mutual is seeking College Financial Representatives for their internship program in Colorado Springs, CO. Interns will build an integrated financial planning practice with guidance from experts and earn performance-based earnings. Responsibilities include networking...Full timeInternshipFlexible hours
- Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...provides support for various operational and problem‑solving functions such as working reports and performing basic needs analysis. This person must demonstrate integrity, ethical behavior, and a high level of confidentiality in recognizing and working with confidential...Work at office
- ..., we seek leaders with entrepreneurial mindsets and a desire for professional growth. What Our Financial Advisors Do Serve as a personal coach to our nation’s military families, focusing on a constantly evolving financial plan. Help families manage day‑to‑day finances...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office
- ...a sales role. It’s a relationship, communication, and execution role for those who thrive in an environment that values teamwork, personal growth, and client-first service. Key Responsibilities Client Communication Serve as the primary point of contact between client...
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeFor contractorsInternshipLocal areaFlexible hours- ...power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional...Full timeTemporary workFlexible hours
$88.65k - $97.97k
...and be part of shaping the future of banking! To learn more about the merger, click here. Job Description The Sr. Business Banker is primarily responsible for the overall success and revenue growth of their assigned portfolio and sales territory, with a focus on...Temporary workWork experience placementWork at office$19.25 per hour
Position Summary Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE...$22.83 per hour
Overview The Universal Banker I plays a key role in delivering exceptional customer service and supporting branch operations. This position... .... Primary responsibilities include opening and closing personal and business accounts, issuing certificates of deposit, and ordering...Temporary workWork at officeLocal areaVisa sponsorshipWork visaShift workNight shift- ...now for a Full-Time Financial Services Representative (Universal Banker) for the InterQuest Colorado Springs Branch signing bonus may... ...Retail products that allow our customers to utilize services both personally and and for their business. We are currently looking for a full...Full timeRelocation package
- ...energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to make an impact, see immediate success, we could be the place for you! If you are self-motivated,...For contractorsWork at officeImmediate start
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