Tellers

Relationship Banker - Scottsdale Area

Scottsdale, Arizona;Scottsdale, Arizona; Phoenix, Arizona; Scottsdale, Arizona; Scottsdale, Arizona

**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

**Job Description:**

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

**Responsibilities:**

+ Executes the bank's risk culture and strives for operational excellence

+ Builds relationships with clients to meet financial needs

+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

+ Grows business knowledge and network by partnering with experts in small business, lending, and investments

+ Manages financial center traffic, appointments, and outbound calls effectively

+ Drives the client experience

+ Manages cash responsibilities

**Required Qualifications:**

+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client

+ Collaborates effectively to get things done, building and nurturing strong relationships

+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives

+ Is confident in identifying solutions for new and existing clients based on their needs

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Has the ability to learn and adapt to new information and technology platforms

+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)

+ Applies strong critical thinking and problem-solving skills to meet clients' needs

+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

+ Efficiently manages time and capacity

+ Focuses on results while acting in the best interest of the client

+ Can be flexible to work weekends and/or extended hours as needed

**Desired Qualifications:**

+ Experience in financial services and knowledge of financial services industry, products and solutions

+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals

+ Six months of cash handling experience

+ Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

+ bilingual Spanish desired

**Skills:**

+ Adaptability

+ Business Acumen

+ Customer and Client Focus

+ Oral Communications

+ Problem Solving

+ Account Management

+ Client Experience Branding

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Business Development

+ Pipeline Management

+ Prospecting

+ Referral Identification

+ Referral Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

+ Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.

+ Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.

+ As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.

+ Meets customer transaction-based needs with seamless execution.

+ Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

+ Contributes to meeting branch business results and the customer experience.

+ Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

+ Acts as a key member of a collaborative and versatile branch and market team.

+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

+ Organizes work information to ensure accuracy and completeness.

+ Takes the initiative to find creative approaches that make each customer’s experience feel personal.

+ Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

+ Contributes to business results and the overall experience delivered in the branch.

+ May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.

+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.

+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.

+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.

+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.

+ Complies with legal and regulatory requirements for the jurisdiction.

+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.

+ Completes complex & diverse tasks within given rules/limits.

+ Analyzes issues and determines next steps; escalates as required.

+ Broader work or accountabilities may be assigned as needed.

**Qualifications:**

+ Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.

+ Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.

+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.

+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.

+ Basic knowledge of specialized sales and business banking solutions to refer to specialists.

+ Passionate commitment to helping customers.

+ Drive to deliver a personal customer experience.

+ A focus on results and the ability to thrive in a consultative sales and team-based environment.

+ Resourceful self-starter with courage and confidence to approach customers.

+ Readiness to collaborate and work in different capacities as part of a team.

+ Strong interpersonal skills, including the ability to build rapport and connections with customers.

+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.

+ Basic specialized knowledge.

+ Verbal & written communication skills - Good.

+ Organization skills - Good.

+ Collaboration & team skills - Good.

+ Analytical and problem solving skills - Good.

**Salary:**

$41,715.00 - $50,000.00

**Pay Type:**

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

+ Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.

+ Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.

+ As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.

+ Meets customer transaction-based needs with seamless execution.

+ Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

+ Contributes to meeting branch business results and the customer experience.

+ Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

+ Acts as a key member of a collaborative and versatile branch and market team.

+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

+ Organizes work information to ensure accuracy and completeness.

+ Takes the initiative to find creative approaches that make each customer’s experience feel personal.

+ Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

+ Contributes to business results and the overall experience delivered in the branch.

+ May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.

+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.

+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.

+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.

+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.

+ Complies with legal and regulatory requirements for the jurisdiction.

+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.

+ Completes complex & diverse tasks within given rules/limits.

+ Analyzes issues and determines next steps; escalates as required.

+ Broader work or accountabilities may be assigned as needed.

**Qualifications:**

+ Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.

+ Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.

+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.

+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.

+ Basic knowledge of specialized sales and business banking solutions to refer to specialists.

+ Passionate commitment to helping customers.

+ Drive to deliver a personal customer experience.

+ A focus on results and the ability to thrive in a consultative sales and team-based environment.

+ Resourceful self-starter with courage and confidence to approach customers.

+ Readiness to collaborate and work in different capacities as part of a team.

+ Strong interpersonal skills, including the ability to build rapport and connections with customers.

+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.

+ Basic specialized knowledge.

+ Verbal & written communication skills - Good.

+ Organization skills - Good.

+ Collaboration & team skills - Good.

+ Analytical and problem solving skills - Good.

**Salary:**

$41,715.00 - $50,000.00

**Pay Type:**

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Relationship Banker - Scottsdale Area

Scottsdale, Arizona;Scottsdale, Arizona; Phoenix, Arizona; Scottsdale, Arizona; Scottsdale, Arizona

**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

**Job Description:**

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

**Responsibilities:**

+ Executes the bank's risk culture and strives for operational excellence

+ Builds relationships with clients to meet financial needs

+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

+ Grows business knowledge and network by partnering with experts in small business, lending, and investments

+ Manages financial center traffic, appointments, and outbound calls effectively

+ Drives the client experience

+ Manages cash responsibilities

**Required Qualifications:**

+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client

+ Collaborates effectively to get things done, building and nurturing strong relationships

+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives

+ Is confident in identifying solutions for new and existing clients based on their needs

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Has the ability to learn and adapt to new information and technology platforms

+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)

+ Applies strong critical thinking and problem-solving skills to meet clients' needs

+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

+ Efficiently manages time and capacity

+ Focuses on results while acting in the best interest of the client

+ Can be flexible to work weekends and/or extended hours as needed

**Desired Qualifications:**

+ Experience in financial services and knowledge of financial services industry, products and solutions

+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals

+ Six months of cash handling experience

+ Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

+ bilingual Spanish desired

**Skills:**

+ Adaptability

+ Business Acumen

+ Customer and Client Focus

+ Oral Communications

+ Problem Solving

+ Account Management

+ Client Experience Branding

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Business Development

+ Pipeline Management

+ Prospecting

+ Referral Identification

+ Referral Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Were growing our sales team and looking for a driven, energetic individual to join us and take their career to the next level! While prior experience in sales or leadership is a plus, its not requiredwere seeking the best fit for our team and company culture, regardless of your background. At Alleviation, we embrace the values of Ownership, Growth, and Service. Were dedicated to your success and offer an extensive training program that includes virtual classes and hands-on mentoring in your assigned sales territory. Your mentor will guide you through the entire sales process and share advanced techniques to help you excel. Although your main focus will be making sales calls and supporting clients in your local area, we also offer optional sales weeks with travel opportunities to work alongside colleagues from other regions. Your role will be introducing business owners and their employees to top-tier supplemental health benefit plans. From one-on-one consultations to group presentations, your role will shape the landscape of your territory. Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities Respond to client inquiries via phone, email, or text as needed Schedule meetings with potential and existing clients to understand their insurance needs Attend scheduled calls and meetings with your sales manager and team Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients Build and nurture your own client portfolio Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week Record daily work stats and sales activity updates at the end of each work day QUALIFICATIONS DESIRED SOFT SKILLS: Strong interpersonal skills with the ability to build genuine connections quickly. A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles. Clearly-defined personal goals, a positive attitude, and optimistic outlook. Quick-thinking with exceptional situational awareness and critical thinking skills. Hunger for learning and growth, strong time management abilities, and the capability to work independently. Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS: Pass a high-level pre-employment background check Active Drivers License and reliable transportation Active Health Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available) Bachelors degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION BENEFITS: Comprehensive classroom and field training program Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions Health, dental and vision benefits offered after 60-days of employment Performance-based promotions Control of your schedule based on results achieved rather than time worked Continuing professional development classes, advanced sales trainings, and leadership development classes Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort! www.alvtn.com

Were growing our sales team and looking for a driven, energetic individual to join us and take their career to the next level! While prior experience in sales or leadership is a plus, its not requiredwere seeking the best fit for our team and company culture, regardless of your background. At Alleviation, we embrace the values of Ownership, Growth, and Service. Were dedicated to your success and offer an extensive training program that includes virtual classes and hands-on mentoring in your assigned sales territory. Your mentor will guide you through the entire sales process and share advanced techniques to help you excel. Although your main focus will be making sales calls and supporting clients in your local area, we also offer optional sales weeks with travel opportunities to work alongside colleagues from other regions. Your role will be introducing business owners and their employees to top-tier supplemental health benefit plans. From one-on-one consultations to group presentations, your role will shape the landscape of your territory. Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities Respond to client inquiries via phone, email, or text as needed Schedule meetings with potential and existing clients to understand their insurance needs Attend scheduled calls and meetings with your sales manager and team Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients Build and nurture your own client portfolio Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week Record daily work stats and sales activity updates at the end of each work day QUALIFICATIONS DESIRED SOFT SKILLS: Strong interpersonal skills with the ability to build genuine connections quickly. A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles. Clearly-defined personal goals, a positive attitude, and optimistic outlook. Quick-thinking with exceptional situational awareness and critical thinking skills. Hunger for learning and growth, strong time management abilities, and the capability to work independently. Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS: Pass a high-level pre-employment background check Active Drivers License and reliable transportation Active Health Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available) Bachelors degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION BENEFITS: Comprehensive classroom and field training program Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions Health, dental and vision benefits offered after 60-days of employment Performance-based promotions Control of your schedule based on results achieved rather than time worked Continuing professional development classes, advanced sales trainings, and leadership development classes Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort! www.alvtn.com

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders 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.

NBAZ is looking for an experienced Branch Relationship Banker to join Arizona’s #1 Community Bank in our Scottsdale Road & 101/Phoenix branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Essential Functions:

+ Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.

+ Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.

+ Responsible for making appropriate referrals for other bank products and services, including commercial lending products.

+ Follows up with clients as needed.

+ May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.

+ Responsible to resolve customer service issues.

+ Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.

+ May be responsible for processing cash transactions and other customer service duties within the branch.

+ Other duties as assigned.

Qualifications:

+ High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.

+ Previous experience in a financial sales representative-oriented role preferred.

+ Working knowledge of mathematical calculations and standard banking products, services and transactions.

+ Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.

+ Proven customer service, interpersonal and communication skills, both verbal and written.

+ Effective selling, cross-selling and referral skills.

+ Solid mathematical, problem-solving and negotiation skills.

+ Solid interpersonal & relationship building skills.

+ Strong attention to detail and time management.

+ Proficient in basic computer skills.

+ Bilingual proficiency in English and Spanish languages, is preferred.

Schedule: Monday – Friday: 8:15 AM – 5:15 PM; 40 hours/week

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.

Req ID: 065218

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders 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.

NBAZ is looking for a seasoned Part-Time Client Service Associate (Teller) – 20 Hours to join Arizona’s #1 Community Bank in our Camelback & 40th Street/Phoenix branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Essential Functions:

+ Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.

+ Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.

+ Resolves clients’ problems either through direct personal action or referral to alternative branch or bank resources.

+ Identifies and maximizes cross-sell the banks' opportunities through exploring needs.

+ Other duties as assigned.

Qualifications:

High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience.

Schedule: Monday: 8:30am - 5:15pm, Wednesday: 8:30am - 2pm and Friday 8:30am -5:15pm.; 20 hrs./wk.

+ Must be able to work the scheduled hours listed above.

+ Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking.

+ Must have solid balancing and customer service skills.

+ Ability to cross-sell bank products based on client's needs.

+ · Bilingual proficiency in English and Spanish languages, is preferred.

Pay range (depending on experience): $16.50 - $19.00

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.

Positions of 20 hours or more per week are eligible to participate in employee benefits provided by NBAZ, in accordance with our standard eligibility rules, including health insurance, life insurance, 401(k) plan and other benefits offered to employees in comparable positions.

Req ID: 065209

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders 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.

NBAZ is looking for a seasoned Client Service Associate (Teller) to join Arizona’s #1 Community Bank in our Prescott Valley branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Essential Functions:

+ Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.

+ Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.

+ Resolves clients’ problems either through direct personal action or referral to alternative branch or bank resources.

+ Identifies and maximizes cross-sell the banks' opportunities through exploring needs.

+ Other duties as assigned.

Qualifications:

High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience.

Schedule: Monday – Friday: 8:15 A.M. – 5:15 P.M.; 40 hrs./wk.

+ Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking.

+ Must have solid balancing and customer service skills.

+ Ability to cross-sell bank products based on client's needs.

+ Bilingual proficiency in English and Spanish languages, is preferred.

Pay range (depending on experience): $16.50 - $19.00

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.

Req ID: 065192

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

**Why Wells Fargo:**

Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.

**About this role:**

Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.

**In this role you will:**

+ Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers

+ Complete operational activities while minimizing risks under established policies

+ Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization

+ Receive direction from managers and exercises judgment within defined policies and procedures

+ Escalate questions and issues to more experienced roles

+ Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions

+ Identify information and services to meet customers financial needs

**Required Qualifications:**

+ 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Customer service focus with experience handling complex transactions across multiple systems

+ Ability to educate and connect customers to technology and share the value of mobile banking options

+ Ability to interact with integrity and professionalism with customers and team members

+ Experience working with others on a team to meet customer needs

+ Cash handling experience

+ Ability to follow policies, procedures, and regulations

+ Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

+ Well-organized, independent and able to prioritize in a fast-paced environment

+ Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

+ Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

**Job Expectations:**

+ Ability to work a schedule that may include most Saturdays

+ This position is not eligible for Visa sponsorship

**Posting Location(s):**

+ 4823 E Ray Rd Phoenix, AZ 85044

**Posting End Date:**

25 Aug 2024

***Job posting may come down early due to volume of applicants.**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Company:** WELLS FARGO BANK

**Req Number:** R-395061

**Updated:** Wed Aug 21 07:22:42 UTC 2024

**Location:** PHOENIX,Arizona