recommendations of new and existing products and services (e. g. accounts, loans, and credit cards), sales referrals, cross-selling, up-selling in a results-driven environment and provide the great experience to every customer. Uses a strong knowledge in the products and services offered at the Bank to confidently educate customers about the features, benefits, and pricing so they are better informed with a deeper level of understanding.
Orders checks and makes changes to customer information in an accurate and timely manner according to the customer's request. Provides exceptional service in handling customers in person or over the telephone. Processes deposits, withdrawals, check cash,
loan payments and other transactions including but not limited to reject items and returned items. Involves supervisors if transactions are over authority limits or exceptionally complex.
Responsible for loss prevention in the processing all transactions and duties. Issues cashier's checks, bank checks, money orders and travelers checks. Keeps work station neat, clean and well stocked with supplies and brochure materials. Additional responsibilities as assigned by supervisors may include: Night & Mail Depository ATM balancing Safe Deposit Box Filing signature cards and documents May help with a variety of audits and verifications Input fund holds and stop payment request to core system
Address changes, CD renewals, etc. Branch back counter capture Miscellaneous tasks and duties associated with the operations of a retail banking branch Complies with the Bank's security program, including but not limited to: Reviews and complies with the End-User Computing Agreement Acquires good knowledge on functions and usage of computer systems as related to the assigned job functions.
Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats. Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer. BSA, CRA, Fair Lending and other Compliance Responsibilities: Complies with BSA, CRA, fair lending, and other compliance issues as required by policies and procedures.
Inputs customer information to EZ teller for various transactions. Reports any suspicious activities to Operations Manager/ BSA officers. Verifies customer name and payee/beneficiary name to OFAC, NCCT for out-bound wire transfers and monetary instrument purchase, and new account. Report matches with NCCT and OFAC to Operations Officer or Operations Manager for further instructions. Professional Skills: Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
Ability to remain flexible in order to adapt to changes in the work environment. Ability to study and apply new information. Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills. Ability to work accurately with close attention to detail. Ability to maintain confidentiality of sensitive information. Ability to work with co-workers, customers, and outside agencies professionally and tactfully. Possess a work ethic that includes neatness, punctuality, and accuracy. Must exhibit a professional, businesslike appearance and demeanor.
Job Qualifications/Requirements Minimum Education Level: High School Diploma Experience: Some experience in retail sales and customer service functions a plus. Combination of Experience and Education can meet the job requirements: Yes English: Written: Fluent Verbal: Fluent Computer/Systems Knowledge Requirements: Basic to Intermediate Communication skills: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
Ability to respond effectively to the most sensitive inquiries or customer complaints. Reasoning Skills: Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. The salary range for this full-time position is $16 Hourly - $19 Hourly + bonus + benefits Salary ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, interactionual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
environment for all employees to grow and thrive.      As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards.    We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Scripps Poway Branch.
  If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!   Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative
bank department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned.
Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - $28 hourly depending on job-related factors such as level of experience.
One to two years of retail banking experience or equivalent relevant experience required with a minimum of six months to one year supervisory experience preferred. Strong personal leadership skills, organizational skills and excellent verbal and written communication skills.
Ability to analyze and summarize financial information and present recommendations for appropriate courses of action. STANDARDS OF PERFORMANCE: Maintain positive work environment while being courteous and respectful to all. Must be alert in all job functions. Must follow all company policies and procedures. Ability to maintain matters of a highly confidential nature. Consults Branch Sales Leader on all significant decisions For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. /j/3063674-17651
a customized team of experts to consistently deliver advice-based solutions that simplify financial complexity to achieve the client's goals Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Prospects for clients by sourcing and building
own pipeline of clients/opportunities. Earns referrals from clients and internal business partners and Center of Influence (COI). Partners with the WMA, internal business partners, and Centers of Influence in the sales process to maximize new business opportunities.
Participates in the Life360 Process to identify cross-selling opportunities and to deliver appropriate products and services based on client goals. Identifies referral opportunities across all service lines including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor. Demonstrates highly developed sales, client contact, and relationship management
skills including development of targeted business plans and achieves annual target sales goal Utilizes CRM to appropriately track prospects to close.
Collaborates with WMA and other specialists to ensure the Private Banking client experience is delivered. Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process. Ensures service standards and metrics are met based on client banking needs and segmentation (e. g. ultra-affluent, inherited wealth, etc. ). Collaborates with WMA to deliver advanced planning techniques. Partners with internal and external service providers including, Centers of Influence (e.
g. attorney, accountant), to optimize Life360 effectiveness and efficiency. Takes ownership for resolving client's banking issues. Provides client with current industry trends and commands a thorough knowledge of banking products and solutions. Challenges and collaborates with the client to articulate and achieve their goals. Manages overall balance sheet, including both deposit and lending, to increase profitability and enhance the client relationship. Ensures prospect/client information is appropriately entered, updated, and managed in CRM. Utilizes lending and credit expertise to deliver sophisticated credit solutions best suited to meet the client objectives (e.
g. stock option financing, unique assets, customized loans, etc. ). Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements, and maintaining current loan ratings. Minimizes loan losses through proactive action on criticized assets and early identification of declining credit quality. MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED: BS/BA is required. Business Administration, Finance, Economics is preferred; MBA is preferred. Brings a minimum of 8 years of successful sales/client service experience in commercial, business and/or private banking services industry.
Experienced operating in an environment that stresses both individual accountability and team-based performance. Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels. Strong credit, underwriting, and loan structuring skills. Ability to analyze financial statements. Demonstrates in depth knowledge of banking issues and possess at least one area of specialized expertise. Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
Uses effective problem solving and analytical skills. Displays a professional presence within professional and community organizations. Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel, Power Point and Access. Serves as a mentor to Private Banking associates. This position requires S. A. F. E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site () provides the MU4R questions and registration required for employment in this position.
#LI-JS1Private Banker IILOCATION -- Columbus, Ohio 43215Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
to the appropriate business partner for products and services uncovered during business interactions and/or conversations. This role will be expected to travel to various Financial Centers within the market. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIESAND
RESPONSIBILITIES: Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can-do attitude, and portraying a willingness to help at all times.
Have a developed rapport with the customer base and have knowledge of account ownership. Act with confidence by answering and/or finding answers to customer questions and finding solutions to customer issues. Be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Follow the Bancorp Code of Business Conduct
and Ethics and other related policies, maintaining ethical behavior at all times.
Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. Maintain a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed. Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes. Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Consistently meet or exceed sales referrals, as set by management. Actively involve self in daily huddles, sales meetings and staff meetings. Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs. Initiate conversations to uncover customer needs and effectively refer customers to business partners for the selling and cross-selling of bank products and services.
Utilize appropriate tools for all referrals sent to business partners for tracking purposes. Consistent daily review of tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals. Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High school diploma/GED. Work involves extensive cash handling, which requires ability to perform advanced math functions.
Work involves contact with the public, necessitating the ability to present a professional image. Must have the ability to interact comfortably and confidently with the public and demonstrate the initiative to initiate dialogue. Work requires the ability to properly read and write well enough to communicate in both oral and written form. Position requires in-depth knowledge of retail policies and procedures in order to perform the essential duties with minimal supervision, which is usually acquired with a minimum of 2 years of CSR experience. Work requires the ability to take initiative and utilize sound judgment in decision-making and diplomacy and tact in problem resolution.
Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management. Need to have flexibility in scheduling. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. Travel will be required. #LI-DS1Float Personal Banker Associate I - Northwest Chicago Region LOCATION -- Mount Prospect, Illinois 60056Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
solutions by leveraging your deep knowledge of open banking principles and practices. This is an individual contributor role. If you are a doer and builder, this role is for you. Responsibilities:1. Provide strategic leadership and vision for the product management team, driving innovation and excellence in the development and management of payment solutions in the open banking ecosystem.2.
Collaborate with cross-functional teams, including engineering, operations, legal, compliance, and business stakeholders, to define and execute a comprehensive product roadmap for open banking-based payment offerings.3. Stay informed about the latest developments and regulatory requirements related
to open banking, ensuring that our products align with the principles and standards set forth by open banking initiatives.4. Conduct market research and analysis to identify customer needs, market trends, and opportunities for new payment products and features within the open banking space.5.
Define and prioritize product requirements based on customer feedback, market research, and business objectives, ensuring a user-centric approach.6. Lead the end-to-end product development process, including product ideation, concept development, requirements gathering, design, development, testing, and launch.7. Collaborate closely with the engineering team to ensure effective and timely execution
of product development plans, managing the product backlog and ensuring adherence to project timelines and quality standards.8.
Work closely with sales, marketing, and customer support teams to drive product adoption and provide effective product training and documentation.9. Monitor key performance indicators (KPIs) and conduct data analysis to evaluate product performance, identify areas for improvement, and make data-driven decisions.10. Stay informed about industry trends and competitive landscape in open banking payments, providing strategic insights to senior management and stakeholders. Requirements:1. Bachelor's degree in a relevant field such as Product Management, Business Administration, or a related discipline.
A Master's degree is preferred.2. Proven experience (8+ years) in product management or related roles within the payments industry, with a focus on open banking and associated technologies.3. Deep understanding of open banking principles, APIs, and regulatory requirements, with knowledge of industry standards such as FDX, PSD2, GDPR, and relevant regional regulations.4. Strong strategic thinking and ability to translate market insights into actionable product strategies.5. Excellent leadership skills with the ability to inspire and motivate cross-functional teams to achieve product goals and objectives.6.
Strong analytical skills, with the ability to leverage data to drive product decision-making and measure performance.7. Exceptional communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels of the organization.8. Proven track record of successfully launching and managing complex payment products, including experience with Agile methodologies.9. Strong business acumen and ability to align product strategies with overall business objectives.10. Passion for driving innovation and creating exceptional user experiences in the payments industry within the open banking landscape.
Join our dynamic team and lead the development of cutting-edge payment solutions in the open banking era. Apply now to contribute to shaping the future of payments with your expertise and vision. Base Compensation + Performance Bonus + Equity Base: $200,000 - $225,000 a year$200,000 - $225,000 a year #J-18808-Ljbffr
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 role 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.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their 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 You're a person who (required skills): --- 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 your 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. You'll be more prepared if you have (desired skills): --- 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 Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
banking relationships with high-net-worth clients and prospects.
Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction.
Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. U. S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S. A. F. E. Act). This
position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement.
A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio
of high net worth clients with an objective of becoming their trusted advisor.
Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction and complex line-of-business projects.
Conducts independent analysis and backssment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes.
Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation.
Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations.
Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $110,000.00 - $157,050.00The base salary represents BMO Financial Group's hiring range for this position.
Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: .
We're here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http: //jobs. /us/en BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to interaction, gender identity, interactionual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Similar Jobs (3) Private Wealth Advisor Director locations 3 Locations posted on Posted Yesterday Senior Treasury Sales Consultant - Commercial Banking locations San Francisco, CA, USA time type Full time posted on Posted 30+ Days Ago Senior Lead Liquidity Relationship Manager - Emerging Middle Market locations 3 Locations time type Full time posted on Posted 7 Days Ago BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.
Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.
In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows. #J-18808-Ljbffr
functions, cross sells bank products and services and directs customers to the appropriate personnel for further assistance. Additional responsibilities: Opens deposit accounts, consumer loans, and ancillary services Processes paying and receiving transactions Balances transactions and cash ensuring paper documentation and negotiability and an adequate audit trail Uncovers customer expansion opportunities and refers customers to proper bank personnel Performs account maintenance and related activities.
Researches and resolves customer service issues as well as outages in the bank Monitors and makes good decisions regarding customer account management in order to minimize risk to the bank
from charge-offs, overdrafts, and other transaction risk Builds a relationship with customers, acting in a consultative role and establishing a follow-up plan to ensure the continuing relationship and enhance customer retention Position subject to SAFE Act registration requirements Requires work on physical bank premises Qualifications: High school diploma or GED2-3 years account opening and consumer lending Paying and receiving experience preferred Experience in a regulated environment preferred Skills: Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions Work occasionally requires more than
40 hours per week to perform the essential functions of the position Lifting in an office setting may be required up to 30 lbs.
Ability to move quickly between multiple work stations ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
must understand the importance of accuracy and protocol in transactions within bank policy while creating an exceptional customer experience and mitigating risk for both the customer and the bank. This position will serve as the first point of contact and, therefore, demonstrate Renasant Banks Sales and Service vision by providing excellent customer service and accurate completion of transactions.
Senior Tellers will carry additional operational and sales performance goals and will often serve as the critical back-up to the Head Teller. Senior Tellers will lead by example and serve as a role model in the branch in all facets of the teller role. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities An effective Teller is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution, and operational excellence.
Process customer transactions effectively and efficiently, including deposits, withdrawals, transfers, loan payoffs and draws, official checks, etc. Recognize/identify all customer needs, cues, and clues in every transaction and properly refer customers to the platform for an additional needs based conversation Execute the Renasant Bank service standards in every customer and teammate interaction Understand and listen for customer issues and concerns and either own the problem or refer to a branch
teammate who can help address the concern Maintain service knowledge standards in conjunction with related regulations, policies, and procedureinteractionecute daily operations including balancing, supplies ordering, balancing the ATM and vault, and performing branch capture procedures Protect the bank from unnecessary risk by following compliance, risk, and operational procedures Stay up-to-date and focused on all regulations, policies, and procedures related to Teller and other branch operations Assist the Head Teller on additional operational procedures as necessary, including quarterly branch backssments May assist with coaching and mentoring, and serve as a role model in all areas of operations, for all teller teammates Perform other related duties as assigned Qualifications High school diploma or equivalent required1 year teller experience and/or previous cash handling experience preferred6 months of customer service experience preferred Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction10-Key skills Mathematical skills, including the ability to count cash and coin in a fast paced environment Good interpersonal skills Effective written and verbal communication skills Knowledge of and the ability to learn bank products and solutions Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Tellers: Minimum of 1 year successful teller experience Minimum of 1 year previous back-up Head Teller experience required Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing.
Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i. e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job.
It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word " May" This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
Meets company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust. Learn to properly service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. Gain manager assistance
with any suspicious transactions. Adheres to all bank compliance, security and operational policies. Maintains a cash drawer and performs daily balancing procedures.
If applicable, allows entry of safe deposit box holders. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook. Maintains customer confidentiality. May participate in bank promotions, external community events, and promotional activities. May be required to work in other First Mid Banking centers. Complete other specified duties as assigned. SALES: Actively seeks out and maintains basic product knowledge of all banking products obtained through training courses, branch meetings,
corporate communications, etc. Learn to identify growth opportunities to make referrals to appropriate business lines and educate customers on First Mid products and services.
Meets or exceeds established goals for the position. Qualifications Education: High School Diploma/GED required. Experience: Previous customer service and cash handling experience strongly preferred. Skills: Proficient in usage of Microsoft Office and computer applications. First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, national origin, disability, gender identity, interactionual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Apply for this Position //below URL is also hard code in " Career Site Security Header Filter. java" (function() {window. Indeed Applyfunction(f, g){function h(){var a=c. get Element By Id(" indeed-apply-js" ). attributes(" data-indeed-apply-qs" ), b=" "a&&" "=a. value&&(b=" &" +a. value); return(" " ). join(" " )}var b=window, c=document, d=document.
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Honor is made up of outgoing, positive, friendly and highly experienced individuals that pride themselves on putting the member first to " Provide Solutions for Your Financial Success" We also live each day by our core values: Respect, Integrity, Truth, and Fairness.
It's no accident that we stick a giant smiley face on everything that is Honor, we are genuinely happy to help. We wear jeans because we're not afraid to jump in to do the work with our members and we look forward to the next time we can volunteer in our community. Come Be Part Of It! Do you enjoy being the face of an organization? Do you have the natural ability to make people feel welcome? If so, then Honor has
an exceptional opportunity for you. Honor Credit Union is looking for an individual who can utilize their excellent customer service skills to provide a best-in-class member experience.
This teller position is an excellent opportunity to start a career! Teller - Kalamazoo (Full-Time) SUMMARY: Responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, money orders and cash advances. Balances each day's transactions and verifies cash totals. Actively cross-sells Credit Union products and services. Works to achieve personal referral goals by suggestive selling. Performs specific assigned side-jobs and assists other Tellers
with a variety of duties as required. Ensures Members are promptly and professionally served.
QUALIFICATIONS: COMMITMENTS TO LIVING " I AM HONOR" Act with Urgency and Care - You have the direct authority and responsibility to take action and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a " WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs.
EDUCATION/CERTIFICATION: High School diploma or equivalent. REQUIRED KNOWLEDGE: Knowledge of Teller policies and procedures and related compliance. Basic understanding of Company operations. EXPERIENCE REQUIRED: Abilities generally acquired on the job. Cash handling and customer service experience is strongly preferred. SKILLS/ABILITIES: Must have demonstrated ability to keep finances in order. Sales background or demonstrated skills to perform sales/provide solutions related activities. Good communication skills.
Professional appearance, dress, and attitude. Good math skills. Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. Good typing skills. Apply for this Position
role will spend majority of their time traveling to meet with potential members to initiate account enrollment. The Business Bankers will reach out into the community by visiting businesses, attending networking events, making outbound calls to members and may conduct educational seminars in the community.
QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent Four (4) years sales and/or customer service experience To include 2 years financial institution experience Additional Preferred Education & Experience: Experience in outside sales generating new businesinteractionperience working in local community, such as working with small businesses One
(1) year business banking experience Minimum Knowledge & Skill Requirements: Knowledge of credit union business products and services Strong sales and cross-selling skills; ability to identify additional opportunities to upsell products and services to meet member needinteractioncellent communication skills both verbal & written Ability and drive to solicit new business proactively Ability to build relationships with the community, our members, and colleagues Detail oriented with strong time management skills Ability to work independently without supervision Must be proficient in Microsoft, i.
e. Word, Excel, Outlook, etc. COMPETENCIES: Interpersonal Savvy Business Acumen Customer Focus
Action Oriented Priority Setting Perseverance WORKING CONDITIONS/ENVIRONMENT: This job requires they stand or sit for the majority of time and be able to lift up to 25 lbs.
Must be able to travel independently to branch and office locations. OTHER REQUIREMENTS: Must comply with all policies and procedures, including the Bank Secrecy Act and SAFE Act. Must be able to obtain license through Nationwide Mortgage Licensing System & Registry (NMLS). MAJOR ACCOUNTABILITIES AND TASKS: Creates and expands new and existing business banking relationships. Analyzes business member's needs and maximizes relationships through business banking products and services. Majority of time spent will be in an outside sales environment.
Actively seek additional resources (i. working events, COI's) outside of the branch to help increase sales opportunities for the Business Banking team within their assigned region. Partners with Business Relationship Managers and Branch Management to build, develop and maintain relationships with business members and ensure a positive member experience. Opens new business accounts including checking, savings, etc. Processes small business loans such as credit cards, auto loans, etc. Takes advantage of opportunities to sell and cross-sell products and services.
Successfully completes full sales cycle from generation of prospective member to the creation of business accounts, loans or other credit union products. Works to successfully achieve credit union business lending and deposit goals, through individual contribution and teamwork. Partners with branch network and acts a resource with regard to business banking solutions. Provides guidance on proper behaviors, sales techniques, and service level expectations. Works with Marketing department and Business Development Officer to represent Business Banking at community events and develop relationships with prospective members.
Responds and resolves business member requests, problems and complaints. Maintains up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations. Performs other duties as assigned. Salary range is $51,145.09-$67,127.92. Job Grade, PHX EX 11. Final salary is dependent on candidate's experience and qualifications. Equal Opportunity Employer Veterans Disabled
Specialist I is responsible for boarding a wide variety of loan and lineproducts from simple to complex transactions in accordance with credit approvals and loan closing documents. The Funding-Boarding Specialist I will be responsible for meeting completeness, turn time and accuracy requirements as dictated by establishedservice level agreements.
Under close supervision and using established guidelines, process a basic line of new loan product sets , along with modifications and renewals of the product set. The position will require a basic level of knowledge of loan documentation, policies andprocedures as well as knowledge of Business Banking and Commercial product lines, lending operations,
policies, practices and procedures. The job will require a high level of knowledge of the loan accounting system. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Boards/Books new, renewed and modified loans to the Loan Accounting
System, including collateral information. Ensures accurate representation of loan terms # rate, payment schedules, maturities # within the loan system Analyzes and Interprets the Loan Approval Document and the Note/Loan Agreement/Credit Agreement to ensure proper boarding of all aspects of the facility, including loan coding, into the appropriate loan system.
Demonstrates ability to work in multiple systems in an accurate and timely manner. Coordinates with LCS, Branch, Relationship Manager, Portfolio Manager, External Counsel, Title Companies and/or Department Management to facilitate the timely and accurate funding and boarding of Commercial Loans. Analyzes funding and disbursement information to ensure proper disbursement flow of funds via wire, deposit account, fee payment and/or disbursements to third parties.
Establishes auto-debit / ACH auto-pay on loan accounting system per instructions and customer authorization. Performs research of boarding errors and is able to resolve problems. Assists Banking Center and Relationship Manager personnel with questions and information requirements. Exhibits product knowledge across the entire banking spectrum of loan products. Performs job responsibilities in accordance with the completeness, accuracy and turn time standards dictated by established service level agreements.
Fosters a positive working environment with all business partners. Functions as an extension of all lines of business to ensure internal and external customer expectations are understood and met. Provides guidance and support to business partners in order to meet the needs of external customers. coaches business partners on all Business Banking and Commercial Lending Funding processes. Interacts and communicates daily with all levels as appropriate to ensure requirements are understood and met. Ensures all goals and departmental service standards (SLAs) are met.
Perform other duties as assigned or required. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High School diploma or equivalent. Bachelors degree preferred. ne (1) year experience with a focus on commercial loan funding, boarding, loan documentation, or related work experience. Good time management and organizational skills evidenced in previous assignments. Demonstrates an understanding of applicable bank policies and procedures. Good knowledge of commercial loan accounting systems. Knowledge of loan documents and requirements.
Knowledge of commercial lending and loans. Knowledge of B2B, CCAS, AFS, Loan Doc Prep System, and other banking systems preferred. Good personal computer skills with demonstrated knowledge of Microsoft EXCEL, WORD, and email. Self-starter and works with minimal direction. Good verbal and written communication skills. Good negotiation skills. Good Interpersonal skills and team orientation. Ability to meet deadlines under pressure. Ability to appropriately escalate issues requiring problem solving and decision making. Completion of Funding Boarding certification program (future).
#LI-EG1Funding-Boarding Specialist ILOCATION -- Cincinnati, Ohio 45227Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence. Achieve consistent and balanced personal sales and
service performance by developing new and existing relationships utilizing the customer engagement model Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved Execute and role model the Renasant service standards in every customer and teammate interaction Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly Use all customer interactions,
in person or phone, to identify additional needs and make appropriate recommendations Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships Participate in community activities as a representative of Renasant Bank; Serve as a back-up Teller or Head Teller, if needed Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions Properly complete all account maintenance activities Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations Perform other related duties as assigned Qualifications High school diploma or equivalent required, college education preferred Minimum of 1 year related customer experience and sales experience required Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations Ability to produce individual and team sales and customer experience results Ability to remain focused on customer financial needs and acts with the customers priorities in mind Knowledgeable of the financial services industry and local community to better serve the customer Effective written and verbal communication skills Attention to detail with strong record of accuracy in handling of transactions Comfortable using a variety of technology software products to process transactions Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Personal Bankers: Minimum of 2 years of successful personal sales experience Ability to handle complex transactions with limited supervision Operational strength with limited exceptions Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts For all Licensed Personal Bankers: Current State insurance license Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.
e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word " May" This job description is intended to describe the normal level of work required by the person performing the work.
The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.