Financial Services

Tellers

Receive and pay out money.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Tellers

Average

$36,490

ANNUAL

$17.54

HOURLY

Entry Level

$29,400

ANNUAL

$14.14

HOURLY

Mid Level

$36,900

ANNUAL

$17.74

HOURLY

Expert Level

$47,100

ANNUAL

$22.64

HOURLY


Current Available & Projected Jobs

Tellers

260

Current Available Jobs

7,190

Projected job openings through 2030


Sample Career Roadmap

Tellers

Supporting Certifications

 Arizona Western College

 Coconino Community College

 GateWay Community College (MCCCD)

 GateWay Community College (MCCCD)

 Phoenix College (MCCCD)

Degree Recommendations


 Gateway Community College (MCCCD)


 Coconino Community College

 GateWay Community College (MCCCD)

 Phoenix College (MCCCD)

Top Expected Tasks

Tellers


Knowledge, Skills & Abilities

Tellers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

Public Safety and Security

SKILL

Active Listening

SKILL

Speaking

SKILL

Critical Thinking

SKILL

Monitoring

SKILL

Reading Comprehension

ABILITY

Oral Comprehension

ABILITY

Number Facility

ABILITY

Oral Expression

ABILITY

Speech Recognition

ABILITY

Speech Clarity


Job Opportunities

Tellers

  • Teller
    PNC    Sierra Vista, AZ 85635
     Posted about 12 hours    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills. This position will be based in Sierra Vista, Arizona at the Sierra Vista Retail Banking Branch.

    **Job Description**

    + Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.

    + Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners.

    + Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.

    + Applies product and procedural knowledge to solve customer's problems.

    + Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    + To learn more about this and other opportunities on our team Watch this video (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/OC\_FINAL2022\_Recruitment\_Tellers\_OC.mp4) .

    **Competencies**

    Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

    Addressing Customer Needs – Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner.

    Banking Products – Knowledge of and ability to provide products and services available through the retail banking branch.

    Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.

    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Fraud Detection and Prevention – Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations.

    Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

    Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.

    Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

    Understanding Customer Needs – Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.

    **Work Experience**

    Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Additional Job Description**

    **Benefits**

    PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

    **Disability Accommodations Statement:**

    **If an accommodation is required to participate in the application process, please contact us via email at** **[email protected]** **. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and** **say "Workday"** **for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO):**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time

  • Lead Teller
    PNC    Payson, AZ 85541
     Posted about 12 hours    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a full-time Teller Lead within PNC's Retail Branch organization, you will coach Tellers on customer service skills and supervise conversations that enable referral opportunities for PNC products. You will also greet customers in the lobby, educate customers on new technology, supervise customer transactions, and assist with outbound calling initiatives. This position will be based in Payson, Arizona at the Payson Retail Banking Branch.

    **Job Description**

    + Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.

    + Coaches, mentors and leads tellers by example in identifying opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners .

    + Coaches, mentors and leads tellers by example in performing lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.

    + Coaches, mentors and leads tellers by example with clear communication skills, transaction handling and problem resolution processes. Assists the Branch Manager in performance management and new hire selection processes.

    + Coaches, mentors and leads tellers by example in adhering to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    + To learn more about this and other opportunities on our team.Watch this video. (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/Retail\_Banking.mp4)

    **Competencies**

    Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

    Addressing Customer Needs – Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner.

    Coaching Others – Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness.

    Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.

    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Fraud Detection and Prevention – Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations.

    Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

    Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.

    Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

    Understanding Customer Needs – Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.

    **Work Experience**

    Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Additional Job Description**

    **Benefits**

    PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

    **Disability Accommodations Statement:**

    **If an accommodation is required to participate in the application process, please contact us via email at** **[email protected]** **. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and** **say "Workday"** **for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO):**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time

  • Personal Banker
    PNC    Prescott, AZ 86304
     Posted about 12 hours    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a Personal Banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Prescott, Arizona at the Prescott Branch.

    **Job Description**

    + Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.

    + Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.

    + Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.

    + Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.

    + Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    To learn more about this opportunity, please watch this video (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/OC\_BranchBankerRecruitment%20MASTER\_UPDATED%20MARCH2022.mp4) .

    **Competencies**

    Banking Products – Knowledge of and ability to provide products and services available through the retail banking branch.

    Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.

    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

    Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.

    Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

    Prospecting. – Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact.

    Retail Lending – Knowledge of and ability to design and develop retail lending products and services, manage and evaluate operational processes and procedures and ensure compliance with local and company policies.

    Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

    Understanding Customer Needs – Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.

    **Work Experience**

    Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Additional Job Description**

    **Benefits**

    PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

    **Disability Accommodations Statement:**

    **If an accommodation is required to participate in the application process, please contact us via email at** **[email protected]** **. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and** **say "Workday"** **for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO):**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time

  • Banker Support Account Specialist II
    JPMorgan Chase    Tempe, AZ 85282
     Posted about 12 hours    

    At Chase, you will focus on business results by offering options and finding solutions to help our customers. The Call Center Customer Service Account Specialist's work is creative, exciting, and different every day.

    As a Specialist II in Customer Service, you will take approximately 80 - 120 inbound calls a day from checking and savings account customers. By building a strong rapport with your customer, you will be able to make an impact on the business. Your passion for customer service, inner competitiveness will allow you to excel in our fast paced environment.

    **Job responsibilities**

    + Works in a call center environment that requires 100% phone-based customer interaction

    + Demonstrates excellent communication, negotiation, and decision-making skills, while staying engaged with our customers

    + Communicates with customers in a metrics-driven environment

    + Navigates multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment

    + Takes ownership of each customer interaction while treating them with respect and responding with empathy

    + Works both independently and in a team environment

    + Abides by all applicable regulatory and departmental practices and procedures

    **Required qualifications, capabilities, and skills**

    + Minimum of 2 years of customer interaction or customer support experience required, either by phone or face-to-face

    + Minimum of 1 year computer experience required, utilizing multiple computer applications in a Windows-based environment

    + High school diploma or GED required

    **Preferred qualifications, capabilities, and skills**

    + Ability to multitask using a computer and simultaneously provide customer support

    + Comfortable in a fast-paced, consistently changing environment

    + Previous experience working in a Hospitality, Restaurant or Retail industry

    + Have a passion for helping people by solving problems, presenting, and explaining solutions

    **Work Schedule:**

    Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. Specific schedule information will be provided by the Recruiter.

    This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Small Business Banker - Phoenix, AZ
    Bank of America    Phoenix, AZ 85067
     Posted about 12 hours    

    Small Business Banker - Phoenix, AZ

    Phoenix, 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 providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.

    **Responsibilities:**

    + Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

    + Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

    + Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

    + Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

    + Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

    + Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

    + Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

    **Required Qualifications:**

    + The Small Business Banker role is an outside sales role and will require the incumbent to be in the field at least 80% of the time

    + Has proven success in consultative sales in financial services or in business-to-business sales

    + Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

    + Is passionate about outside sales and enjoys spending time prospecting

    + Wants to enhance existing relationships and exceed sales goals

    + Can analyze financial conditions of clients and industry trends

    + Can understand and interpret financial statements and cash flow analysis

    + Has excellent communication skills and demonstrated leadership ability

    + Enjoys partnering and negotiating with a team of bank employees to solve client issues

    + Demonstrated management of a client portfolio with focus on relationship development and deepening

    + Thorough knowledge of small business financial products and services

    + Familiarity with CRM platforms and other banking systems

    **Desired Qualifications:**

    + Community leadership

    + Strong computer skills with an ability to multitask in a demanding environment

    + Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

    **Skills:**

    + Client Experience Branding

    + Client Management

    + Client Solutions Advisory

    + Customer and Client Focus

    + Pipeline Management

    + Credit Documentation Requirements

    + Financial Analysis

    + Oral Communications

    + Prioritization

    + Written Communications

    + Coaching

    + Interpret Relevant Laws, Rules, and Regulations

    + Prospecting

    + Risk 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 .


    Employment Type

    Full Time

  • Personal Banker Bilingual Oracle & Orange Grove
    Wells Fargo    TUCSON, AZ 85702
     Posted 1 day    

    **Why Wells Fargo:**

    Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

    **About this role:**

    Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.

    **In this role you will:**

    + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially

    + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications

    + Receive direction from managers and exercise judgement within defined policies and procedures

    + Develop understanding of bank products and services to connect to customers' needs

    + Interact with customers to demonstrate care and build relationships

    + Provide appropriate options for bank products and services to customer

    + Refer customers' financial needs to other bankers and partners as needed

    + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

    **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

    + Bilingual speaking and listening proficiency in Spanish/English

    **Desired Qualifications:**

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

    + Experience proactively engaging with customers through outreach via phone or email

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

    + Ability to help customers succeed financially by offering introductions to additional team members as appropriate

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

    + Experience fostering and developing strong customer relationships

    + Ability to build strong relationships with internal partners

    + Ability to follow policies, procedures, and regulations

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

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

    + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting

    + 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

    + Support customers and employees in resolving or escalating concerns or complaints

    **Job Expectations:**

    + Ability to work weekends and holidays as needed or scheduled

    + Must take and pass required language assessment

    + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

    + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

    + This position is not eligible for Visa sponsorship

    **Posting Location(s):**

    + 6270 N Oracle Rd Tucson, AZ 85704

    **Posting End Date:**

    27 Apr 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.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-363161

    **Updated:** Sun Apr 21 00:00:00 UTC 2024

    **Location:** TUCSON,Arizona


    Employment Type

    Full Time

  • Teller West Thomas
    PNC    Phoenix, AZ 85067
     Posted 1 day    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Full-Time Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills. This position will be based in Phoenix, AZ at the West Thomas retail banking branch.

    **Job Description**

    + Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.

    + Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners.

    + Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.

    + Applies product and procedural knowledge to solve customer's problems.

    + Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    + To learn more about this and other opportunities on our team Watch this video (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/OC\_FINAL2022\_Recruitment\_Tellers\_OC.mp4) .

    **Competencies**

    Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

    Addressing Customer Needs – Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner.

    Banking Products – Knowledge of and ability to provide products and services available through the retail banking branch.

    Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.

    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Fraud Detection and Prevention – Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations.

    Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

    Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.

    Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

    Understanding Customer Needs – Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.

    **Work Experience**

    Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Additional Job Description**

    **Benefits**

    PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

    **Disability Accommodations Statement:**

    **If an accommodation is required to participate in the application process, please contact us via email at** **[email protected]** **. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and** **say "Workday"** **for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO):**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time

  • Relationship Banker
    Bank of America    Scottsdale, AZ 85258
     Posted 1 day    

    Relationship Banker

    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 degree such as business management, business administration, or finance.

    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 .


    Employment Type

    Full Time

  • Senior Banker
    Bank of America    Maricopa, AZ 85139
     Posted 2 days    

    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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

    Required Qualifications:

    Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
    In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
    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
    Confident in identifying solutions for helping new and existing clients based on their needs
    Strong written and verbal communications skills
    Can communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone)
    Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
    Applies strong critical thinking and problem-solving skills to meet clients' needs
    Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
    Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
    Can be flexible to work weekends and/or extended hours as needed

    Desired Qualifications:

    Associate's degree or bachelor's degree in business, finance, or a related field
    Experience working in a financial center where goals were met or exceeded
    Retail and/or sales experience in a salary plus incentive environment
    Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
    Experience with financial information, spreadsheets and financial skills
    Knowledge of banking products and services
    Strong computer skills including MS applications and previous experience utilizing laptop technology
    Skills:

    Active Listening
    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


    Industry

    Financial Services

    Employment Type

    Full Time

  • Relationship Banker
    Bank of America    Scottsdale, AZ 85260
     Posted 2 days    

    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 degree such as business management, business administration, or finance.
    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


    Industry

    Financial Services

    Employment Type

    Full Time


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