UNKNOWN

ADAPTED_NOW

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record.

HOUR

Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Responds to incoming inquiries or proactively makes outreach calls to existing and potential customers to meet their needs by building relationships, establishing trust, and making appropriate product recommendations. Educates customers or prospects on the advantages and disadvantages of different product options. Products include but are not limited to: installment loans and credit products, checking and saving products, certificates of deposit, credit cards, etc. Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. Provides customer service responding to questions about application status, accounts and resolving various problems and processing errors. Interfaces with internal support staff and ensures referrals are responded to in a timely manner. Basic Qualifications - Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record -High school diploma or equivalent -Two or more years of sales experience Preferred Skills/Experience -Phone sales experience -In-depth knowledge of bank retail products and services, rates, terms, fees and regulations, as well as the company’s product philosophy and policy -Demonstrated effective use of consultative sales approach and referral skills -Solid PC and keyboard skills -Strong knowledge and accuracy of systems, lending policies and Inbound and Outbound procedures and operations -Proven commitment to high quality customer service -Effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service -Strong verbal communication skills including both telephone and interpersonal skills -Strong critical thinking and problem-solving skills to help address the customer needs The schedule for this role is 1pm-10pm CST during the week and 9am-5pm every Saturday. This role requires you to be available to work every Saturday. Location expectations This role is designated as U.S. home-based remote. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

U.S. Bank

Inbound Personal Banker

Bank Secrecy Act

Banking Services

Communication Skills

Community Support

Consultative Sales

County Ordinances

Credit Cards

Customer Support/Service

Customer Training

Customer/Client Research

Develop and Maintain Customers

Disability Accommodations

E Programming Language

Healthcare

High School Diploma

Homeland Security

Insurance

Interpersonal Skills

Licensing

Loan Policy

Loans

Mortgage

Operations Processes

Philosophy

Presentation/Verbal Skills

Problem Solving Skills

Product Support

Regulations

Regulatory Compliance

Regulatory Requirements

Resolve Customer Issues

Retail Banking

Safety Process

Safety/Work Safety

Sales

System Operations

Telephone Skills

Telesales

Time Management

Typing

United States Citizenship and Immigration Services (USCIS)

Up-Selling

Inframark

FULL_TIME

FEED

YEAR

The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills.

Love What You Do. We are a mission driven credit union that strengthens the financial well‑being of our members, and our work begins with our people. Sponsored by The Walt Disney Company, we carry forward a legacy of service, creativity, and community. We offer a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture where every employee contributes, grows, and thrives. Your work creates real impact, and you have the support to build a career you truly love. The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member’s financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners’ leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities:<ul><li>Comprehensive Relationship Management – Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. </li><li>Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. </li><li>As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. </li><li>The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member’s financial goals and with seamless client experience. </li><li>This role also can manage investments accounts for members based on Investment guidelines. </li><li>The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. </li><li>This role embodies Partners’ leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. </li><li>Securities and FINRA licensing are required. </li><li>The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs.</li><li>Advice-Based Banking – Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals. </li><li>Proactive Financial Needs Assessment – Identify life events and evolving financial needs to recommend appropriate financial solutions. </li><li>Product and Service Expertise – Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. </li><li>Mentorship and Leadership – Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. </li><li>Cross-Selling and Financial Growth – Promote the credit union’s objectives by cross-selling products and services, contributing to branch growth. </li><li>Provide regular updates to the Private Banking Program Manager on performance metrics.</li><li>Regulatory Compliance and Documentation – Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. </li><li>Member Education and Technology Adoption – Educate members on digital and online banking solutions to enhance convenience and financial literacy. </li><li>Business Development and Member Engagement – Represent Partners at business development events, expos, and seminars. </li><li>Acquire new memberships and follow up with targeted outreach. </li><li>Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. </li><li>Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. </li><li>The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. </li><li>All investment-related activities must comply with regulatory standards and Partners Wealth Management policies.</li></ul> Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience:   3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc.: NMLS Certification – Required CA Notary – Required State L&D Insurance License – Required SIE, Series 6, and Series 63 – requiredContinued employment is contingent upon obtaining the Series 65 or Series 66 within 6–12 months of hire. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors:<ul><li>3+ years of experience building and maintaining relationships with members and colleagues.</li><li>Strong knowledge of banking and securities regulations. </li><li>Excellent member service, sales, and conflict resolution skills. </li><li>Effective communication, organization, and time management abilities. </li><li>Adaptability and initiative; able to work independently with minimal supervision. </li><li>Strong teamwork and collaboration skills. </li><li>High motivation, professionalism, and ethical standards. </li><li>Demonstrates discretion when handling confidential financial information.</li></ul> Scope of the Job Performance Standards:<ul><li>New Memberships: 5–8 per month </li><li>Loan Originations: 12–17 funded applications per month ($300K–$425K) </li><li>Insurance Units: 8–12 per month (PLP, GAP, MBI) </li><li>Qualified Referrals: 5–7 per month (Wealth, Auto, Mortgage) </li><li>Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month </li><li>Maintain member satisfaction and compliance quality scores at or above standards.</li></ul> Discretion / Latitude: This role requires a moderate level of supervision.  Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.  Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member. Challenges: Sitting for a prolonged period of time and repetitive tasks.  May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. . This role may also be eligible for additional compensation such as a bonus or long-term incentive units. Most roles at Partners are also eligible for our Annual Incentive Plan (AIP), which rewards employees for individual contributions and our collective success. While AIP is not guaranteed, it reflects our commitment to recognizing meaningful impact and shared results. Partners offers a comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well-being and growth. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits.  Powered by JazzHR

Partners Federal Credit Union

Private Banker

Bank Management

Banking Regulations

Business Development

Conflict Resolution

Credit Union

Cross-Selling

Customer Experience

Financial Analysis

Financial Literacy

Financial Services

Financial Trend Analysis

Incentive Programs

Investment Management

Investment Services

Leadership

Member Orientation

Mentoring

Needs Assessment

Online Banking

Performance Metrics

Private Banking

Product Documentation

Project/Program Management

Relationship Management

Revenue Growth

Sales Management

Secondary School

Securities

Seminars

Strategic Planning

Team Player

Treasury

Wealth Management

partner JazzHR

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.<ol><li>Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.</li><li>Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.</li><li>Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.</li><li>Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.</li><li>Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.</li><li>Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.</li><li>Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.</li><li>Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.</li></ol>QUALIFICATIONSRequired Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ol><li>High school diploma or equivalent education</li><li>Two years of teller or cash handling or client service experience</li><li>Six months of client relationship building or sales experience</li><li>Excellent interpersonal and communication skills, including a desire to interact with clients and prospects</li><li>Ability to master personal computer (PC) keyboard and software skills necessary for branch automation</li><li>Ability to multi-task under time constraints</li><li>Demonstrated proficiency in basic computer applications, such as Microsoft Office software products</li><li>Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes</li><li>Ability to work weekends and/or extended hours with occasional travel and overnights may be included</li></ol>Preferred Qualifications:<ol><li>One year of client relationship building or sales experience</li><li>Knowledge of advanced or complex branch transactions, risk management and loss prevention</li><li>Experience with sourcing and prospecting for new clients and client relationship building</li><li>General understanding of bank operations, policies and procedures</li></ol>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.EEO is the Law E-Verify IER Right to Work

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