Banking Specialist Jobs
Banking Specialist jobs are open across retail banking, credit unions, commercial banks, and fintech, from entry-level teller roles to senior relationship managers and branch supervisors, with specializations in consumer lending, business banking, and wealth management. Scan the live roles below and apply to whichever ones fit.
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Build a career where values meet worldwide opportunity.
Job Description: Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Security Technician to join our amazing culture. In this role, you will install, program, system start-up/check-out, certify, and customer train on assigned projects including small or less complex projects. As a Security Technician, you are a part of a dynamic team that allows you to grow as Convergint grows.Who You Are
You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Security Technician.
Who We Are
With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide.
What you’ll do with “Our Training and Your Experience”
Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers.
Installs, programs, test, repairs, and services a variety of systems and equipment which may include security, fire alarm & life safety, and/or building automation with guidance as needed. Colleague is key interface for the provision of technical support and training for the customer and as such is accountable for maximizing customer satisfaction. Refers more complex issues to higher level colleagues.
Familiar with basic blueprints, schematics, manuals, and other specifications to determine installation procedures unassisted, may require assistance with more complex specifications. Interprets manuals, schematics, and wiring diagrams, and repairs equipment, utilizing knowledge of electronics and using standard test instruments and hand tools.
Operates systems to demonstrate equipment, commission new systems, analyze performance and identify malfunctions. Writes routine programs for systems.
Acts as “our customer’s best service provider” at all times thereby ensuring Convergint Technologies is the customer’s first choice for service.
Consults with engineering personnel to resolve unusual problems in system operation, maintenance, and warranty work.
May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements.
Executes many of the technical aspects of multiple projects with varying timelines and budgets including, programming, graphics development, start-up, certification testing, customer training, close-out documentation, and on-going technical support etc..
Identifies potential project risks, communicates to appropriate parties and assist in the development and implementation of strategies to minimize impact and to control deviations from estimated costs and project deadlines.
Works closely with the Project Manager and/or Operations Manager and assists in the overall coordination of specific projects; makes recommendations regarding quality of work and potential changes in scope, and identifies ways to continuously improve customer satisfaction.
Performs other duties and responsibilities as requested or required.
What You’ll Need
Exceptional customer focus and ability to work under pressure; ability to maintain awareness of and seek to meet the needs and wants of the customer without being prompted.
Willing to learn technical skills and/or experience related to fire alarm systems, and/or electronic security systems.
To be a self-starter and work well with direct supervision.
Solid mechanical and electrical aptitude (e.g. works with a variety of hand and power tools such as drill, screwdriver, wire stripper, hacksaw, crimper).
A valid driver’s license with a clean driving record.
Ability to travel locally to jobsites on a regular basis. Minimal overnight travel may be required.
Company Benefits
Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits:
10 Company Holidays and Paid Time Off starting at 13 days annually
Fun & Laughter Day Off
Medical, Dental & Vision Plan
Life insurance & Disability Plan
Wellness Program
401K Matching Plan
Colleague Assistance Program
Tuition reimbursement
Competitive salary and compensation plan
Vehicle reimbursement plan or company vehicle
Corporate Social Responsibility Day
Cell phone reimbursement (if applicable)
Paid parental leave
Requirements:
Education: High School/GED or equivalent experience
Preferred Experience: (but not required):
3-5 years relevant field service
Programming and troubleshooting skills with Lenel, Softwarehouse, Genetec, Milestone, Hanwha, and AXIS preferred.
Convergint is an Equal Opportunity Employer.
Visit our Convergint careers site to learn more about the company and the exciting opportunities available.
Convergint is an Equal Opportunity Employer.
Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Banking Specialist Jobs by Experience Level
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Find Banking Specialist JobsBanking Specialist Job Market
Who's Hiring
- Bank OZK28

- ConnectOne Bank9

- Convergint8

- Orrstown Bank8

- Amerant Bank7

Top Industries Hiring
- Banking & Financial Services
- Technology & Software
What Employers Look For
The qualifications that appear most often in banking specialist jobs.
- 1-3 years of experience in retail banking, branch operations, or financial services
- Proficiency with core banking platforms and customer account management systems
- Knowledge of BSA, AML, and KYC compliance requirements
- Associate or bachelor's degree in finance, business, or a related field
- FINRA Series 6 or Series 63 license for investment or insurance product roles
- Demonstrated ability to meet cross-sell and product referral targets
Tips for Your Banking Specialist Job Search
Tailor your resume to each banking tier
Retail banking, commercial banking, and wealth management each have distinct priorities. A resume that leads with consumer loan volume metrics lands better for retail roles, while one emphasizing business credit analysis fits commercial openings. Match your bullets to the specific tier you're targeting.
Lead with regulatory and compliance fluency
Hiring managers in banking screen fast for candidates who understand BSA, AML, and KYC requirements. Name the specific compliance frameworks you've worked within, not just that you followed bank policies. Vague claims get filtered out before a human reads them.
Apply early to roles that fit
Migrate Mate lists banking specialist openings from across the United States in one place, so you can find roles that match your background and apply directly to each listing without jumping between sites.
Filter openings by institution size and charter type
Credit unions, community banks, regional banks, and national institutions each expect different things from a banking specialist. National banks often want product sales experience, while community banks prioritize relationship depth. Decide which environment fits your style before you apply.
Prepare for scenario-based interview questions
Banking specialist interviews frequently use situational questions about handling a customer dispute, cross-selling a product you personally wouldn't recommend, or managing a compliance red flag. Prepare two or three real examples from each scenario category before your first round.
Negotiate total compensation, not just base pay
Banking specialist offers often include branch-level sales incentives, quarterly bonuses tied to product referrals, and certification reimbursement. Ask about the bonus structure and performance review cycle in your final-round conversation, not after you receive the written offer.
Banking Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most banking specialists?
The companies hiring the most banking specialists right now include Bank OZK, ConnectOne Bank, and Convergint, with the largest share of openings in Florida, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Regional and community banks consistently represent a large portion of active postings alongside national institutions.
How many banking specialist jobs are remote?
About 47% of banking specialist openings are fully remote or hybrid as of November 2026, with most remote-eligible roles concentrated in digital banking support, back-office operations, and phone-based customer service rather than branch-facing or relationship management positions, which typically require in-person work.
How do you become a banking specialist?
Start with a degree or coursework in finance, business, or accounting, then apply for entry-level roles such as teller, personal banker, or customer service representative at a bank or credit union. Build product knowledge across checking, savings, and loan products, pursue relevant licenses like a FINRA Series 6 if your institution offers investment products, and work toward a senior or specialist title by demonstrating consistent compliance and sales performance.
Can you get hired as a banking specialist with little experience?
Yes, many institutions hire candidates with limited direct banking experience if you can demonstrate customer service skill, attention to detail, and basic financial literacy. Teller and personal banker roles are common entry points that build toward specialist titles. Highlighting cash handling, data accuracy, or any experience with financial software strengthens an entry-level application considerably.
What does the banking specialist interview process look like?
Most banking specialist interviews involve an initial phone screen with HR focused on availability and basic qualifications, followed by one or two rounds with branch management or a hiring panel. Expect behavioral questions about handling difficult customers, managing compliance situations, and meeting product goals. Some institutions add a background check and credit review before extending an offer.
Where can I find and apply to banking specialist jobs?
You can find and apply to banking specialist jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings, find roles that match your background and target institution type, and apply directly to each one that fits.
See All 220+ Banking Specialist Jobs
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