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We're Texans Credit Union - a $2.4 billion financial institution that is member-owned and operated in the Dallas metro area.
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Responsible for achieving individual goals including loan and deposit production and other sales goals as assigned by Retail Leadership Team and / or Branch Manager.
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May open and update consumer and business accounts and assist customers with debit card and ACH disputes in the absence or unavailability of a Universal or Personal Banker. Knowledge of personal computer operation (monitor, keyboard, mouse), ability to keyboard 35 wpm and operate a 10-key calculator required.
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The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.
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Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
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Support client engagement through active calling, client conversations, and follow up. Ensure client follow up calls are conducted in the proper time frame. Travel between banking centers as well as mileage reimbursement above current commute will qualify for business related reimbursement.
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Exhibit a desire for continuous education to ensure personal growth and achievement to better serve our members. Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
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You UNDERSTAND FINANCIAL PRODUCTS and services, much like a Relationship Banker or Personal Banker. Canvas employees get a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans (That includes cars and houses.
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The Personal Banker I provides the best client experience possible for BOKF's clients. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels.
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Personal Banker Associate I - Brickyard- Bilingual Spanish/Polish - Full Time. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
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The Business Banker will be responsible for profiling and cross-selling financial services to existing customers as well as prospects. State Bank Financial is seeking a Business Banker who is serious about growing a portfolio of business as well as growing their career.
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Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Personal Banker Palo Alto page is loaded.
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Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits.
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Assists in community events (i.e., Habitat for Humanity) etc. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
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The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts.
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