Location: Tucson, AZ
Company: Arizona Central Credit Union
Credit Union is seeking a positive, ambitious, service-oriented individual to join our Tucson Branch. This position is responsible for educating members and potential members on credit union products and services, and advising members to ensure they are effectively utilizing the benefits of credit union membership.
Summary of Job Functions and Responsibilities: Identify member financial needs and offers solutions and products to meet those needs. Develop and maintain professional relationships with members and potential members to positively represent and promote the credit union. Open all accounts, certificates, loans, and other credit union products or services accurately, and ensure
proper documentation is completed correctly and in a timely manner. Assists members with questions on accounts, and completes research to identify and resolve problems.
Ensure compliance with all applicable credit union policies and procedures. Maintain and balance a cash drawer. Keep accurate records. Availability required: Monday through Friday NO WEEKENDS Skills/ Requirements Experience : One to three years of similar or related experience preferred including; sales, customer service, and cash handling experience. Excellent interpersonal skills are required. Powered by Jazz HR
Banking jobs refer to employment opportunities within the banking sector, which plays a pivotal role in the financial services industry. These positions range from tellers and customer service representatives to investment bankers and risk analysts. Key characteristics of banking jobs include handling monetary transactions, providing financial advice, managing clients' portfolios, and ensuring regulatory compliance. They often demand strong analytical skills, attention to detail, and a commitment to maintaining customer trust and confidentiality. With the rise of fintech, many banking roles also require adaptability to technological advancements and innovative financial solutions.
and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn't changed.
At NBAZ, the possibilities are endless - come for the job, stay for a career. National Bank of Arizona is looking for a Commercial Lending Support Specialist (Relationship Banking Specialist) to join Arizona's #1 Community Bank at either of our Phoenix, Tucson or Yuma locations. Essential Functions: Work with assigned Relationship Manager(s) to assist a portfolio of commercial banking clients by handling all
routine servicing needs including inquiries on commercial loans, opening and maintaining depository services, and other bank products. Work with our commercial clients to establish depository accounts and additional services, process requests for loan advances or paydowns, deposit transfers, and wire transfers.
Perform additional service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, supply account balances, and perform stop payments. Provide administrative support to the commercial banking team including document and data entry to our commercial loan tracking systems. Work with our lending and middle office teams to support expeditious
loan requests. Work with the lending teams to gather all pertinent loan due diligence items Perform all quality reviews of legal documentation, system data and file maintenance requests.
Responsible for managing all loan post-closing activities Responsible for managing all reporting requirements for the assigned portfolio Partner with management and other bank departments to research client issues and ensure timely resolution. Perform other duties as assigned. Qualifications: Requires a High School degree or equivalent, and 1+ years of bank operations, customer service, administrative support or other directly related experience. Preferred, but not required, of at least 1 year of lending experience preferably in Commercial Lending.
Working knowledge of relationship banking concepts including products, terminology, procedures, loan documentation, and systems related to servicing client needs. Superior level of professionalism is necessary as this is a " front-line" position with daily interaction with Executive Leadership. Exceptional customer service is required in maintaining portfolios of " high-touch" Business Executives. Hours: Monday - Friday: 8:00am to 5:00pm. This position will require in-person training at out Biltmore/Phoenix location.
Once the training program is completed, Work from home flexibility will be evaluated. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
a positive difference in our members’ financial lives. Our commitment to the Tucson community extends beyond our members as we sponsor and support local charities and organizations that promote the financial literacy of future generations. Join our team and see why we have been named a “Best-In-State” credit union, four years in a row!
Daily Responsibilities: Receives and processes member financial transactions, including, but not limited to, deposits, withdrawals and loan payment; sells money orders to members; transfers amounts from member accounts as directed. Welcomes members and provides routine information concerning services and directs members to appropriate department for specific
information and service. Identifies cross-sell opportunities and cross-sells services to members. Balances cash drawer and daily transactions. Performs a variety of miscellaneous tasks including, but not limited to, assisting with daily audits and performs other duties as assigned.
Preferred Skills: Up to six months of similar or related experience. Equivalent to a high school education. Hughes Federal Credit Union is a background screening, credit check and E-Verify workplace. Powered by Jazz HR
helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen
client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.
Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase.
Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem. org/SAFE/Pages/default. aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
