13,769 Banker jobs in the United States
Banker
Posted 1 day ago
Job Viewed
Job Description
DUTIES: Support the execution and origination of debt capital markets transactions for institutional clients in the Latin America region. Participate in the due diligence and review processes and negotiate transactional documentation. Prepare marketing materials and coordinate the overall execution process of debt capital market transactions. Assist the lead coverage Banker with pitching new business opportunities for the firm in Latin America. Engage in the active coverage of financial institutions in the region, providing frequent market updates and scouting business opportunities for the group. Prepare financing proposals for our clients, considering their needs, business profiles, and suitability.
REQUIREMENTS: Bachelor's degree, or foreign equivalent, in Finance, Economics, Mathematics, Engineering (any), or a related field, and seven (7) years of experience in the job offered or in a related occupation executing debt capital market transactions within the financial services industry. Seven (7) years of experience must include: Originating and executing complex debt transactions, including high-yield bonds, leveraged finance facilities, and acquisition financing for Latin American public and private sector borrowers; Syndicating and distributing credit facilities to global and regional banks, as well as institutional lenders; Arranging and distributing sovereign debt in the international debt markets to global institutional investors; Analyzing financial statements to perform credit analysis and provide credit underwriting recommendations; Reviewing legal contracts related to debt transactions, including credit agreements, bond prospectuses, and bond indentures; Performing fixed income mathematics, including cash flow modeling, bond pricing, and duration calculations; Performing financial modeling to support and originate debt transactions for corporates and financial institutions in Latin America; and Utilizing financial data platforms, including Bloomberg. 40 hrs./wk. 20% international travel required. Applicants submit resumes at . Please reference Job ID # . EO Employer.
Wage Range: $275,000.00 to $275,000.00
Job Family Group: Institutional Banking
Job Family: Investment Banking
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**Job Family Group:**
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**Job Family:**
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**Time Type:**
Full time
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**Primary Location:**
New York New York United States
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**Primary Location Full Time Salary Range:**
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Nov 21, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Banker

Posted 15 days ago
Job Viewed
Job Description
Duties: Plan investment strategies and solutions for major market clients in coordination with the Institutional Banking team. Drive revenue by cross selling the Citi platform while efficiently deploying the firm's capital and evaluating and managing risk. Partner with Senior Bankers to provide overall relationship management support. Assist with day-to-day cash management activities, trade finance initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase and interest rate/equity derivatives. Support Senior Bankers in cross-selling full spectrum of products and services by identifying customer needs to generate revenue. Evaluate public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses. Staying abreast of market and industry trends, "best practices", and competitive landscape. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.
Requirements: Requires a Bachelor's degree, or foreign equivalent, in Business Administration, Physics, Finance, Accounting or related quantitative field and 5 years of progressively responsible, post-baccalaureate experience as a Product Sales Specialist, Account Management Specialist, Client Executive, or related position involving Corporate Banking and its related products, pertinent regulations affecting it and the lending and credit approval process. 5 years of experience must include: Exposure to large corporate clients. Covering sophisticated clients with regional and global operations; Capital markets products, derivatives, credit, trading, financing and securities products; Services, Markets and Financing Solutions; Cash Management and Liquidity Solutions; Foreign Exchange; and Trade Finance and Commercial Cards. Up to 20% domestic travel required. Applicants submit resumes at Please reference Job ID # . EO Employer.
Wage Range: $225,000 to $250,000
Job Family Group: Institutional Banking
Job Family: Corporate Banking
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**Job Family Group:**
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**Job Family:**
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**Time Type:**
Full time
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**Primary Location:**
New York New York United States
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**Primary Location Full Time Salary Range:**
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Oct 31, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Banker

Posted 15 days ago
Job Viewed
Job Description
Duties: Assist clients with raising funds in the capital markets, as well as in providing strategic advisory services for mergers and acquisitions (M&A) and other types of financial transactions in coordination with the Institutional Banking team. Act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsible for the various phases of project and transaction execution, new business development, and overall growth of the firm. Work closely with clients on financing transactions and guide them through the capital-raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering. Work with clients, senior-level team members, and outside professional advisors on M&A and special situation transactions. Responsible for drafting situation analyses, pitch materials, information memoranda, and investor and management presentations. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.
Requirements: Bachelor's degree, or foreign equivalent, in Economics, Business Administration, or a related field, and five (5) years of experience in the job offered or in a related finance occupation performing valuation analysis. Five (5) years of experience must include: Conducting valuation analyses utilizing valuation modeling techniques including LBO, DCF, and merger consequences; Evaluating operations, business plans, and financial and economic forecasts to produce strategic and financial analyses relating to the execution of mergers and acquisitions (M&A); Building, running, and interpreting financial and valuation models; Conducting sell-side and buy-side transactions using M&A processes, including engagement letter drafting and negotiation, client/counterparty interaction, marketing materials production, financial models' production, company due diligence, and transaction documents review; Utilizing financial data platforms including FactSet, Bloomberg, MergerMarket, and SNL/S&P Global Market Intelligence for investment banking analyses; and Analyzing and interpreting financial statements and credit rating analysis for insurance companies and statutory entities based on public rating agency methodologies including S&P, Moody's, Fitch, and AM Best. 40 hrs./wk. Applicants submit resumes at . Please reference Job ID # . EO Employer.
Wage Range: $250,000.00 to $275,000.00
Job Family Group: Institutional Banking
Job Family: Investment Banking
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**Job Family Group:**
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**Job Family:**
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**Time Type:**
Full time
---
**Primary Location:**
New York New York United States
---
**Primary Location Full Time Salary Range:**
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Sep 29, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Universal Banker
Posted today
Job Viewed
Job Description
Universal Banker at City National Bank of Florida summary:
A Universal Banker provides comprehensive customer service by processing transactions, assisting clients with banking needs such as account openings and wire transfers, and promoting bank products. They ensure accuracy, security compliance, and cross-sell opportunities while supporting the banking center's daily operations. The role requires strong client interaction, sales skills, cash handling, and adherence to banking policies and regulations.
Overview:
The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities. Engages in conversation with clients by actively listening and asking questions. Introduces clients to other CNB team members, as appropriate , to proactively help meet their financial needs.
Principal Duties & Responsibilities:
- Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience.
- Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs.
- Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction.
- Consistently meets and/or exceed assigned individual and team referral/sales goals.
- Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction.
- Develops business name sales leads by “scrubbing” leads through Hoovers or any other list in order to provide leads/referrals to the sales staff. A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet Bank established minimum monthly lead goal
- Maintains the highest level of confidentiality with all information obtained.
- Promotes the Bank’s products and services.
- Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability.
- Is responsible as part of the two-member team to open and/or close the branch.
- Provides timely and efficient client service by continuously helping the rest of the banking center team.
- Develops and maintains a prospect list of potential Non on us leads from the teller line transactions.
- Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits.
- Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins.
- Cross trained to performs balancing of ATMs, TCR,as applicable and night depository.
- Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc.
- Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis.
- Responsible for sending files and documents for storage following bank guidelines.
- Answering and responding to internal/external client phone calls.
- Responds to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s.
- May assist the rest of Business Center staff with other duties:
- EFT Department – assists with debit card activation, travel dates, limit increases, disputes and the ordering of new cards.
- Follows up with clients on missing/pending signature cards.
- Provides access to safe deposit boxes after verifying the client’s identity and right to access, handles documents for surrender boxes.
- Follows up on past due safe deposit box rent, when applicable.
- Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable.
- Prepares abandoned property for escheatment.
- Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure.
- May perform more complex service and branch functions such as inputting outgoing
- Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures.
- May perform routine client service functions such as change of address, provide statements, check book orders, ATM/Debit card orders, pin # changes, etc.
- Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service.
- Due to scheduling and business needs, the bank may modify your work hours and work location as needed, including working on a Saturday.
- Educates new and existing clients on all digital products.
- 2-4 years prior banking experience which includes cash handling, sales, and client service.
- Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary.
- Strong sales background is a plus.
- Professional demeanor/appearance.
- Must have proven abilities in needs-based sales and high-level client servicing skills.
- Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately.
- Able to accurately handle the most complex transactions efficiently.
- Be security conscious, accurate and attentive to detail.
- Should have an understanding of compliance with Federal & State laws governing teller areas.
- A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required.
- May need to work extended hours that may include weekends.
- High School Diploma or GED equivalent.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCPhere.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
Keywords:
customer service, cash handling, bank transactions, account opening, wire transfers, sales, cross-selling, bank compliance, client relations, financial services
Business Banker
Posted today
Job Viewed
Job Description
Business Banker at City National Bank of Florida summary:
A Business Banker manages a portfolio of business clients, primarily small to mid-sized companies, by developing strong relationships and delivering customized financial solutions. The role involves driving business growth through sales, credit analysis, portfolio management, and client engagement while ensuring compliance with banking policies. The banker collaborates with internal teams, participates in community activities, and leverages market knowledge to support clients' financial goals and drive business success.
Overview:
About the Role
Are you a results-driven professional with a passion for building strong business relationships? As a Business Banker , you’ll serve as the primary relationship manager for a portfolio of business clients, focusing on companies generating less than $20 million in gross sales. You’ll drive growth by developing new business, managing client relationships, and delivering tailored financial solutions. This role is ideal for a seasoned banker with expertise in credit analysis, portfolio management, and business development.
What You’ll Do
- Drive Business Growth: Meet and exceed individual and team sales goals, including deposits, loans, and other key metrics.
- Build Relationships: Expand existing client relationships and acquire new business through referrals, networking, and targeted outreach.
- Analyze Credit: Conduct preliminary financial statement analysis and creditworthiness assessments to align with bank risk standards.
- Lead and Collaborate: Provide leadership to the sales team, develop sales strategies, and collaborate with internal partners to deliver a seamless client experience.
- Portfolio Management: Oversee client portfolios, ensuring covenant compliance, collateral monitoring, and risk management.
- Client Engagement: Maintain regular contact with top clients to identify cross-selling opportunities and deepen relationships.
- Market Expertise: Stay informed about market trends, competitors, and opportunities for business growth.
- Community Involvement: Actively participate in community organizations and events to represent the bank and fulfill CRA (Community Reinvestment Act) requirements.
Key Responsibilities
- Develop and execute sales proposals and strategies to grow core deposits and loan funding.
- Structure and complete secured and unsecured business loans, ensuring compliance with bank policies.
- Conduct pre-call planning and prepare for joint client appointments with Small Business Bankers.
- Act as a client advocate, recommending financial solutions and cross-selling bank products and services.
- Evaluate business, industry, and financial risks, documenting assessments in credit approval documents.
- Participate in branch meetings, sales campaigns, and coaching sessions to support team success.
What We’re Looking For
- Experience: 5–7 years of business banking experience, including 2+ years in lending and credit analysis.
- Skills: Strong business development, consulting, and relationship management skills. Proven ability to meet sales goals and maximize cross-sell opportunities.
- Knowledge: Expertise in credit structuring, financial analysis, and risk management. Credit training preferred.
- Education: Bachelor’s degree in Business Administration or a related field required.
- Tech Savvy: Proficiency in Microsoft Office and CRM tools.
- Communication: Exceptional verbal, written, and presentation skills.
Why Join Us?
- Be part of a team that values innovation, collaboration, and client success.
- Enjoy opportunities for professional growth and development.
- Make a meaningful impact by helping businesses achieve their financial goals
- Bachelor's Degree in Business Administration.
- An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCPhere.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
Keywords:
business banking, credit analysis, portfolio management, financial solutions, business development, relationship management, loan underwriting, risk management, sales strategy, client engagement
Commercial Banker
Posted today
Job Viewed
Job Description
Commercial Banker at City National Bank of Florida summary:
The Commercial Banker manages and nurtures relationships with small to mid-sized business clients, focusing on credit underwriting, portfolio management, and risk assessment. They collaborate with sales teams to drive business growth through loans, deposits, and cross-selling banking products. This role requires strong financial acumen, independent sales activity, and expert knowledge of commercial banking products to meet strategic goals.
Overview:
The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives.
Principal Duties & Responsibilities:
Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics.
Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank’s strategic goals.
Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness.
Generates proposals and develops sales strategies at an expert level.
Develops, expands, and maintains referral sources.
Documents the relationship management process.
Works with clients to analyze problems and propose solutions.
Acts as the client’s advocate in securing suitable credit and cross-selling products and services.
Structures and completes secured and unsecured business loans.
Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents.
Organizes and leads involved sales initiatives, including generating complex, customized proposals.
Works to develop and maintain solid relationships with all partners.
Maintains expert-level knowledge of all bank products and services.
Participates in special projects as needed.
Must be willing to participate in community organizations and activities.
- 5-7 years experience in Commercial Banking.
Must have strong credit and lending understanding and experience.
Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability.
Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services.
Demonstrated strong financial acumen and high level of problem solving skills.
Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations.
Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
Knowledge of Microsoft Office products: Word, Excel and Outlook.
Formal credit training, preferred.
- Bachelor's Degree in Business Administration or an equivalent required.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCPhere.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
Keywords:
commercial banking, credit underwriting, portfolio management, business loans, risk assessment, client relationship management, financial analysis, sales growth, cross-selling banking products, loan structuring
Business Banker
Posted today
Job Viewed
Job Description
Business Banker at City National Bank of Florida summary:
A Business Banker manages a portfolio of business clients generating less than $20 million in sales by providing tailored financial solutions and driving business growth. The role involves credit analysis, portfolio management, client relationship building, and collaboration with sales teams to meet banking objectives. Additionally, community involvement and market expertise enhance client engagement and support regulatory compliance.
Overview:
About the Role
Are you a results-driven professional with a passion for building strong business relationships? As a Business Banker , you’ll serve as the primary relationship manager for a portfolio of business clients, focusing on companies generating less than $20 million in gross sales. You’ll drive growth by developing new business, managing client relationships, and delivering tailored financial solutions. This role is ideal for a seasoned banker with expertise in credit analysis, portfolio management, and business development.
What You’ll Do
- Drive Business Growth: Meet and exceed individual and team sales goals, including deposits, loans, and other key metrics.
- Build Relationships: Expand existing client relationships and acquire new business through referrals, networking, and targeted outreach.
- Analyze Credit: Conduct preliminary financial statement analysis and creditworthiness assessments to align with bank risk standards.
- Lead and Collaborate: Provide leadership to the sales team, develop sales strategies, and collaborate with internal partners to deliver a seamless client experience.
- Portfolio Management: Oversee client portfolios, ensuring covenant compliance, collateral monitoring, and risk management.
- Client Engagement: Maintain regular contact with top clients to identify cross-selling opportunities and deepen relationships.
- Market Expertise: Stay informed about market trends, competitors, and opportunities for business growth.
- Community Involvement: Actively participate in community organizations and events to represent the bank and fulfill CRA (Community Reinvestment Act) requirements.
Key Responsibilities
- Develop and execute sales proposals and strategies to grow core deposits and loan funding.
- Structure and complete secured and unsecured business loans, ensuring compliance with bank policies.
- Conduct pre-call planning and prepare for joint client appointments with Small Business Bankers.
- Act as a client advocate, recommending financial solutions and cross-selling bank products and services.
- Evaluate business, industry, and financial risks, documenting assessments in credit approval documents.
- Participate in branch meetings, sales campaigns, and coaching sessions to support team success.
What We’re Looking For
- Experience: 5–7 years of business banking experience, including 2+ years in lending and credit analysis.
- Skills: Strong business development, consulting, and relationship management skills. Proven ability to meet sales goals and maximize cross-sell opportunities.
- Knowledge: Expertise in credit structuring, financial analysis, and risk management. Credit training preferred.
- Education: Bachelor’s degree in Business Administration or a related field required.
- Tech Savvy: Proficiency in Microsoft Office and CRM tools.
- Communication: Exceptional verbal, written, and presentation skills.
Why Join Us?
- Be part of a team that values innovation, collaboration, and client success.
- Enjoy opportunities for professional growth and development.
- Make a meaningful impact by helping businesses achieve their financial goals
- Bachelor's Degree in Business Administration or a related field, or equivalent work experience required.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCPhere.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
Keywords:
business banking, credit analysis, portfolio management, business development, financial solutions, client relationship management, loan underwriting, risk management, sales strategy, community engagement
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Personal Banker
Posted today
Job Viewed
Job Description
Description:
TrustBank is seeking enthusiastic and entrepreneurial team members for the new TrustBank to be located in Wheaton, IL. We are seeking a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation and drive to contribute passionately while embracing TrustBank's vision, mission and core values. TrustBank was founded in 1912, and we have been “Growing Prosperity Together” ever since. Join a growing team of professionals and find a rewarding career at TrustBank.
JOB TITLE: PERSONAL BANKER
DEPARTMENT: WHEATON
REPORTS TO: ASSISTANT VP- WHEATON MARKET
FLSA STATUS: NON-EXEMPT
TYPE OF POSITION: FULL-TIME
JOB SUMMARY
Provide a high-touch approach to developing customer relationships. Offer the full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch operations and facilities management as needed. Address more complex transactions with ease and confidence. Communicate effectively with current and prospective customers, providing exceptional customer service at all times. Project a professional image for TrustBank that encourages your network and the Wheaton community to choose TrustBank.
DUTIES AND RESPONSIBILITIES
- Promote TrustBank, its Values and its Service Standards.
o Ensure that customers receive prompt and courteous service.
o Cross-sell products to customers to meet their needs.
o Answer phone inquiries.
o Represent TrustBank at community functions and in your network to generate new relationships.
- Provide Excellent Customer Service
o Opening new accounts.
o Issue and redeem certificates of deposit.
o Assist customers in resolving account related problems.
o Stay within compliance guidelines when opening and closing all accounts.
o Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs.
o Give out appropriate loan applications.
o Order ATM/Debit cards and update information, activate, etc.
o Process check orders/re-orders for customers
- Work with the team for friendly, efficient and accurate operation of the bank.
o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM)
o Open and close bank when needed.
o Process night drop deposits.
o Run teller transactions accurately and efficiently.
o Balance drawer cash and vault cash.
o Approve checks within limits.
o Order and stock adequate supplies.
o Maintain over and short reports and transaction reports.
o Ship and order currency and coin from Fed.
o Scan and balance transaction in the proof program.
o Assist with monthly reports.
o Attend bank meetings and educational seminars as required.
o Provide support to Market President.
o Support ancillary deposit operations across the bank at-large as assigned.
o Perform other duties as assigned.
WORKING CONDITIONS
The position is a full-time position, working 40-hours per week. Regular schedule is Monday – Friday, 8 AM – 5 PM or 9 AM – 6 PM. Schedule is subject to change based on the needs of the bank. Position may require occasional attendance at banking functions and networking events outside of regular business hours. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.
TRUSTBANK CORE VALUES
Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties.
COMPENSATION AND BENEFITS
The estimated hourly rate for this role is $23-$25/per hour, along with the eligibility for a discretionary annual bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience.
Our generous employee benefits details may be found on our bank's website. company/career-opportunities
DISCLOSURES
TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual 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. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans
Updated February 5, 2025
EDUCATION and/or EXPERIENCE
Must have high school education and be able to master on-the-job training requirements. Associates degree or higher in business or finance is preferred. A minimum of two years in retail banking experience is required. Banking certifications are ideal but not necessary.
REQUIRED SKILLS AND ABILITIES
Experience in customer sales, relationship management, and cross selling skills are desired. Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have. High level knowledge of mortgage and lending products and services and wealth management services offered by the bank.
TECHNICAL SKILLS
Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.
Compensation details: 23-25 Hourly Wage
PI98b2bdd26f
Personal Banker
Posted today
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EXCELLENT PAY AND BENEFITS!
Be a part of one of the most successful financial institutions in the country!
Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total assets among over 4,900 credit unions nationally. For ten years in a row, Star One has been ranked #1 by the America's Credit Unions for providing the highest direct financial benefit to the members we serve.
We offer AMAZING BENEFITS that help keep our employees healthy and shining bright!
- 401(k) Plan, Match, and Profit Sharing
- Annual Wellness Benefit
- Education Assistance
- Employee Loan Discounts
- Medical, Dental, and Vision (Effective date of hire)
- Paid Holidays
- Paid Time Off Program
- Staff Incentive Variable Pay (Bonus)
Job Title: Personal Banker
Hours: Monday-Thursday 8:45 am - 5:30 pm, Friday 8:45 am - 6:30 pm, and rotating Saturdays 8:30 am - 2:45 pm (with a day off during the week
Salary Range: $1,200 - 70,300 which is base pay.
Compensation will be based on candidate qualifications.
Job Scope/Duties
- Responsible for providing consultative member support during the new account and consumer loan application process.
- Reviews and analyzes loan applications and supporting documentation.
- Advises members of policies, rates and terms.
- Acts as a primary contact for members by providing application status and collecting documentation.
- Books consumer loans, disburses funds and explains loan documents and approved loan terms.
- Completes member requests for loan modifications.
- Provides account and loan servicing support as needed.
- Stays informed of all products, services and operational procedures.
- Supports community and business development efforts.
- Processes all transaction requests and provides assistance to other branches and departments as needed.
Experience/Minimum Education Requirements
- Two to four years of current and progressive experience within a financial institution, preferably in a personal banking role.
- Sales and service experience in a branch environment is preferred.
- Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience.
- Notary designation required. Mortgage Loan Originator (MLO) registration is required upon employment.
Knowledge/Skills/Abilities
- Requires strong written and verbal communications skills.
- Ability to learn and retain banking regulatory information and requirements.
- Must be proficient with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.
- Fosters and maintains a strong service culture by providing excellent internal and external service.
- Ability to work in a fast-paced environment while handling multiple tasks and competing priorities.
- Must be a strong team player with the ability to work in a diverse group or as an individual contributor.
MUST HAVE GOOD CREDIT.
We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled
APPLY HEREUniversal Banker
Posted today
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JOB TITLE: UNIVERSAL BANKER DEPARTMENT: TUSCOLA REPORTS TO: BRANCH MANAGER FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Perform a full range of banking services to individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and directing them to the appropriate department or person. Other duties include providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch needs. Communicate effectively with current and prospective customers. Project a professional image for TrustBank by providing exceptional customer service at all times. DUTIES AND RESPONSIBILITIES 1. Open and close bank when needed. 2. Remain flexible to scheduling needs during all Tuscola location business hours. 3. Ensure that customers receive prompt and courteous service. 4. Answer phone inquiries. 5. Balance drawer cash and vault cash. 6. Run teller transactions accurately and efficiently. 7. Process night drop deposits. 8. Approve checks within limits. 9. Assist customers in resolving account related problems. 10. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs. 11. Assist customers by opening new accounts. 12. Give out appropriate loan applications. 13. Cross-sell products to customers. 14. Issue and redeem certificates of deposit. 15. Stay within compliance guidelines when opening and closing all accounts. 16. Order ATM/Debit cards and update information, activate, etc. 17. Process check orders/re-orders for customers with products for personal and business purposes. 18. Order and stock adequate supplies. 19. Attend bank meetings and educational seminars as required. 20. Maintain over and short reports and transaction reports. 21. Ship and order currency and coin from Fed. 22. Scan and balance transaction in the proof program. 23. Promote TrustBank's Values and Service Standards. 24. Assist with monthly reports 25. Represent TrustBank at community functions 26. Provide support to Branch Manager and Market President 27. Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position, working 40-hours per week. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $17 - $20/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. DISCLOSURES Trust Bank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual 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. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: July 30, 2025 EDUCATION and/or EXPERIENCE Must have high school education and be able to master on-the-job training requirements. Prior retail banking experience is desired but not necessary. REQUIRED SKILLS AND ABILITIES Experience in sales, relationship management, and cross selling skills are desired. Must be proactive thinking, be able to learn compliance, product knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. TECHNICAL SKILLS Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment. Compensation details: 17-20 Hourly Wage PI8cc1dfcbe