Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs. Responsible for carrying out and implementing bank policy with respect to a sound operation and various banking regulations, such as Reg.
D, E, CC, DD, Privacy Act, BSA, USA Patriot Act, OFAC, and Anti-Money Laundering Act. In larger branch structures, this individual could focus primarily on one of the areas of teller or new accounts or client service. KNOWLEDGE, SKILLS, ABILITIES REQUIRED: Communication Skills Good 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 client complaints. Computer Skills Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, core banking process systems, e-mail and on-line banking programs.
Reasoning Skills Good 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. Physical Demands: The physical demands described here 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. Be able to handle large amounts of cash.
throughout 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.
Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently 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. Obtain management approval for transactions outside authorized limits. Adheres to all bank compliance, security and operational policies and procedures.
Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc. Performs changes to existing accounts as requested by the customer. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management. 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: Develops and maintains relationships with business partners. Develops and maintains strong relationships with customers. Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc.
Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines. Consistently meet or exceed established goals for the position. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred. Previous sales experience preferred. Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion.
Skills: Proficient in usage of Microsoft Office and computer application 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.
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manages credit relations with new and current leasing customers within defined territories and products. Is assigned the largest or most complex relationships. Provides assistance or training to lower level or new leasing representatives. 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: Initiates contacts for developing new sources of business. Cultivates and maintains relationships with numerous sources of new business.
Arranges personal meetings with prospects to explain leasing services, rates, and terms of lease agreements. Interviews prospective lessees to develop background information to determine acceptable credit risk. Communicates subsequent investigation results to lessees and initiates lease contract formation where applicable. Coordinates the appraisal of equipment to be leased with departmental staff to determine acceptable structure, pricing, tax, and residual risks, ensuring that necessary documentation
is complete and accurate. Ensures collateral is evaluated within standard practices.
Prepares market competitive and internally profitable lease quotes by researching market rates, proposing acceptable lease structures, maximizing the use of tax benefits, and insuring sufficient company profitability. Structure, design, and propose viable lease transactions. Work with clients to tailor agreements that meet customer needs from the beginning of the deal to the close. Manage customer relationships on an ongoing basis by monitoring and being proactive with respect to the changing dynamics of the market conditions and competition. Works closely with tax and legal specialists to ensure that lease contracts comply with applicable laws and regulations.
Assumes additional responsibilities as assigned. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelor's degree preferred.7+ years of experience with a finance/leasing company in sourcing, developing, and closing lease transactions. Excellent organizational skills. Independent self-starter and proactive marketer. Ability to build and maintain long-term relationships with lessors and senior level management with appropriate companies in region. Polished professional sales, marketing, and presentation skills.
Excellent oral and written communication skills. Comprehensive financial analysis and financial selling skills (knowledge of FASB 13, cash flow, balance sheet, and profit and loss effects of leasing). Excellent working knowledge of word processing, spreadsheet, and pricing software. Expertise with the HP12C or HP17B calculator. Commercial Equipment Finance Rep IV - Texas LOCATION -- Dallas, Texas 75240Fifth 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-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform basic teller transactions. Make referrals to Bankers. Balance cash drawer on a daily basis. Scan work for image branch capture.
Education and Training Requires High School diploma. Requires previous banking and/or sales experience. Requires knowledge of Microsoft Office. Qualifications Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time
Lift 50 pounds Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence.
Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.
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 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel
while adapting a digital first mindset. Strong client relationships are based on trust, backssing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge
of consumer and business banking products and services including digital products and services.
Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S. A. F. E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications - High school diploma or equivalent - Three to four years of customer service experience - Three to four years of sales experience Preferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Proven customer service and interpersonal skills - - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred 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.
Learn howthe way we work at U. S. Bank drives meaningful relationships with our customers and collaboration across the company. 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 EEO is the Law U.
S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, interaction, national origin, age, interactionual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. 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. 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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements).
Pay Range: $20.00 - $25.00 - $27.50 Similar Jobs (1) Client Relationship Consultant 2 (Banker) - Allied Gardens - San Diego, CA (30 hrs) locations San Diego, CA time type Full time posted on Posted 3 Days Ago Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.
S. Bank's best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work. #J-18808-Ljbffr
and communicate with customers to recognize cross-selling opportunities Identify and resolve customer issues as well as resolve or escalate issues referred by the office team Assist with implementation of Northwest's strategic business plan and marketing initiatives Maintain community presence and involvement Cross train on additional responsibilities such as being on the Teller line Educate and/or refer Northwest solutions that meet our customer/client needs through the Northwest 360 model - bank, borrow, invest, and insure Contribute to the overall sales performance of the office team Assist the Manager in all phases of office operation including opening, processing, and maintaining customer
accounts, and completing Audit Certification requirements Originate and process consumer loan requests Knowledge of all job related operating systems including Teller, Platform, and Lending Systems Review and monitor daily scorecard Supervise and guide the office's success of operations and audit Supervise vault operations and procedures Participate in regular office meetings Attend educational/training seminars as needed Able to work evening hours and weekends as scheduled or assigned Conduct outbound business calls/referrals on a regular basis Knowledge of all job related operating systems and Northwest products and services Ensure compliance with Northwest's policies and procedures, and Federal/State
regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment KNOWLEDGE, SKILLS, AND ABILITIES: Ability to establish effective working relationships among team members and participate in solving problems and making decisions Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
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.
Education: High School Diploma or Equivalent preferred Work Experience: 3 - 5 years Banking and/or Retail Experience preferred Cash Handling Experience preferred Consumer Lending Experience preferred Customer Service Experience preferred #LI-RM1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family.
The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not
limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
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: Use the consultative sales process and Financial Needs backssment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i. e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.
) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. 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. WORKING CONDITIONS: Normal office environment.
Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. #LI-DH1Float Personal Banker I - East TN Region LOCATION -- Smyrna, Tennessee 37167Fifth 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.
Responsible for establishing and maintaining lasting customer relationships, customer rapport and trust. Identify the needs of customers for a variety of general banking services through a proactive, needs-based sales approach. Acts as the primary bank liaison to the customer for meeting their financial needs and goals.
Responsible for sales, service and operational functions in a branch. Work schedule may include weekends and evenings. All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cyber security, and risk management best practices, as well as complying with all applicable laws, regulations, and
organizational policies. Responsibilities: include but are not limited to the following. Other duties may be assigned. Develop and maintain customer relationships by calling on customers, identifying prospects, establishing suitable methods of contact and determining appropriate products and/or services.
Recognize and pursue opportunities to cross-sell banking products and services to new and existing customers by backssing the customer's needs and being knowledgeable of the features and benefits of the products. Facilitate a sales culture within the branch facility. Meets or exceeds established sales goals. Represent the bank in a positive, courteous and professional manner. Provides
excellent personal customer service to all internal and external customers.
Assist customers with questions, concerns, and explanations of bank products or services offered. Refers customers to other departments as appropriate. Provide direct customer service by answering a variety of questions in regard to accounts (e. g. opening and processing new deposit accounts, account balances, transfers, etc. ). Ensure proper functioning of day to day operations, including opening and closing procedures, vault activities, cash levels and inventory supply as needed. Perform routine teller transactional services following procedures such as receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, examine checks for endorsement and negotiability, and enter transactions into bank records via an on-line teller terminal, cash checks and pay money from savings and checking accounts upon verification of signatures and customer account balances, inspect all checks, bonds, money orders, savings withdrawals, and other documents to determine their negotiability, receive payments for loans, perform ATM, Cash Dispenser/Recycler balancing as needed.
Initiate or respond to customer written communication as needed. Take ownership of customer service issues through critical thinking and problem resolution skills.
Maintain a working knowledge of various departments and colleagues to direct customer requests and inquiries. Follow policies and procedures, complete administrative tasks correctly and on time, contribute to the overall profitability of the Bank through cost controls and expense monitoring. Maintain adequate working funds as required by bank policy. Verify and balance assigned cash drawer as appropriate with a minimal level of variance. Keep cash drawer balance below maximum limit. Maintain customer confidence and protects bank operations by keeping information confidential.
Maintain the highest level of confidentiality with all information obtained. Assume responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. Qualifications and Skills: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education/Experience: High School diploma or equivalent. Minimum of one year of relevant experience. Bachelor's degree in related field preferred. Strong knowledge of bank products and services. Strong sales and relationship building skills. Knowledge/Skills/Abilities: Ability to promote, sell and cross-sell bank products and meet referral goals. Must have professional and personable presentation with ability to maintain a high level of energy. Strong organizational skills and attention to detail. Strong customer service orientation.
Ability to problem solve, prioritize tasks and meet required deadlines. Ability to think critically and use good, sound judgment in decision making. Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management. Ability to define problems, collect data, establish facts and draw valid conclusions. Must understand and comply with company policies and procedures. Ability to maintain a friendly, helpful and courteous attitude when working with customers or co-workers under diverse conditions. Ability to accurately and quickly complete standard mathematical calculations.
Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations. Ability to use a calculator, computer and applicable software. Ability to use Microsoft Internet Explorer and Microsoft Office programs, specifically Word, Outlook and Excel. Physical Demands: The physical demands described here 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.
The employee must have the ability to lift and carry 25 pounds for a distance of 50 feet. Intent and Function of Job Descriptions: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills or working conditions. The duties and responsibilities enumerated are essential job functions except for those that begin with the word " May. " Banterra promotes an Equal Employment Opportunity workplace which includes reasonable accommodation of otherwise disabled applicants and employees.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. Banterra maintains its status as an at-will employer. Banterra bank is an Equal Opportunity/Affirmative Action employer.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, interactionual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law. Apply for this Position Apply with Indeed //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.
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Responsible for establishing and maintaining lasting customer relationships, customer rapport and trust. Identify the needs of customers for a variety of general banking services through a proactive, needs-based sales approach. Acts as the primary bank liaison to the customer for meeting their financial needs and goals.
Responsible for sales, service and operational functions in a branch. Work schedule may include weekends and evenings. All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cyber security, and risk management best practices, as well as complying with all applicable laws, regulations, and
organizational policies. Responsibilities: include but are not limited to the following. Other duties may be assigned. Develop and maintain customer relationships by calling on customers, identifying prospects, establishing suitable methods of contact and determining appropriate products and/or services.
Recognize and pursue opportunities to cross-sell banking products and services to new and existing customers by backssing the customer's needs and being knowledgeable of the features and benefits of the products. Facilitate a sales culture within the branch facility. Meets or exceeds established sales goals. Represent the bank in a positive, courteous and professional manner. Provides
excellent personal customer service to all internal and external customers.
Assist customers with questions, concerns, and explanations of bank products or services offered. Refers customers to other departments as appropriate. Provide direct customer service by answering a variety of questions in regard to accounts (e. g. opening and processing new deposit accounts, account balances, transfers, etc. ). Ensure proper functioning of day to day operations, including opening and closing procedures, vault activities, cash levels and inventory supply as needed. Perform routine teller transactional services following procedures such as receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, examine checks for endorsement and negotiability, and enter transactions into bank records via an on-line teller terminal, cash checks and pay money from savings and checking accounts upon verification of signatures and customer account balances, inspect all checks, bonds, money orders, savings withdrawals, and other documents to determine their negotiability, receive payments for loans, perform ATM, Cash Dispenser/Recycler balancing as needed.
Initiate or respond to customer written communication as needed. Take ownership of customer service issues through critical thinking and problem resolution skills.
Maintain a working knowledge of various departments and colleagues to direct customer requests and inquiries. Follow policies and procedures, complete administrative tasks correctly and on time, contribute to the overall profitability of the Bank through cost controls and expense monitoring. Maintain adequate working funds as required by bank policy. Verify and balance assigned cash drawer as appropriate with a minimal level of variance. Keep cash drawer balance below maximum limit. Maintain customer confidence and protects bank operations by keeping information confidential.
Maintain the highest level of confidentiality with all information obtained. Assume responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. Qualifications and Skills: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education/Experience: High School diploma or equivalent. Minimum of one year of relevant experience. Bachelor's degree in related field preferred. Strong knowledge of bank products and services. Strong sales and relationship building skills. Knowledge/Skills/Abilities: Ability to promote, sell and cross-sell bank products and meet referral goals. Must have professional and personable presentation with ability to maintain a high level of energy. Strong organizational skills and attention to detail. Strong customer service orientation.
Ability to problem solve, prioritize tasks and meet required deadlines. Ability to think critically and use good, sound judgment in decision making. Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management. Ability to define problems, collect data, establish facts and draw valid conclusions. Must understand and comply with company policies and procedures. Ability to maintain a friendly, helpful and courteous attitude when working with customers or co-workers under diverse conditions. Ability to accurately and quickly complete standard mathematical calculations.
Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations. Ability to use a calculator, computer and applicable software. Ability to use Microsoft Internet Explorer and Microsoft Office programs, specifically Word, Outlook and Excel. Physical Demands: The physical demands described here 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.
The employee must have the ability to lift and carry 25 pounds for a distance of 50 feet. Intent and Function of Job Descriptions: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills or working conditions. The duties and responsibilities enumerated are essential job functions except for those that begin with the word " May. " Banterra promotes an Equal Employment Opportunity workplace which includes reasonable accommodation of otherwise disabled applicants and employees.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. Banterra maintains its status as an at-will employer. Banterra bank is an Equal Opportunity/Affirmative Action employer.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, interactionual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law. Apply for this Position Apply with Indeed //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. location. href; b. Indeed Apply=b. Indeed Apply{}; var b=c. body, m=/^/. test(d), k; if(! b)return k=arguments. callee, set Timeout(function(){k(f, g)},100); var d=c. create Element(" div" ), a=c. create Element(" iframe" ), e; d. style. display=" none"b. insert Before(d, b. first Child). id=" indeed-apply-iframe-holder"a. frame Border="0"a. id=" indeed-apply-iframe"a. allow Transparency=" true"d.
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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
position 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.
Wealth Management Advisors). 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: Provide daily administrative support to designated registered representatives, and existing and potential clients. Provide guidance to the banking center
partners as requested. Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc. Perform account maintenance including opening new accounts, money transfer requests, executing orders, address changes, etc.
Ensure that all assigned trading transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards Maintain close contact with clients in order to ensure that they are informed about industry changes while deepening the relationship and serving the best interest of the client. Educate and coach business partners on current market conditions, products, compliance and operational
duties. Support multiple registered securities representatives or representatives with very large books of business.
Handle various administrative functions for the registered securities representatives including but not limited to executing trades. Ensure that all trading activity complies with federal and internal compliance regulations and guidelines. Work closely with Banking Center or Private Bank partners to identify new client opportunities and deepen existing client relationships. Help with onboarding of Investment Executives, Wealth Management Advisors, or Licensed Investment Support Specialists as requested. Perform other projects or duties as assigned.
SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High school diploma or equivalent. Bachelors degree in Finance, Economics, or Business Management preferred. Securities Industry Essentials (SIE), Series 7, 66 (or 65 and 63), appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification are required as documented in the Fifth Third Securities Licensing Guidelines. Five (5) years of brokerage or related financial services experience. Excellent understanding of the financial industry, compliance regulations, daily operational duties and investment brokerage/banking products.
Prior Brokerage experience preferred. Excellent communication and organizational skills. Must be able to work independently with limited supervision. Must be able to prioritize and effectively manage multiple tasks at once. Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and Power Point. Strong verbal and written communication and negotiation skills. Ability to meet deadlines under pressure utilizing excellent time management skills. WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like.
#LI-JS1Licensed Invest Support Specialist ILOCATION -- Columbus, Ohio 43228Fifth 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.
and promotes Bank products and services and refers customers to other departments as appropriate. Schedule may include Saturdays, holidays and may require travel to other branch locations. All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cyber security, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies.
Responsibilities: include but are not limited to the following. Other duties may be assigned. Receive and process a variety of transactions including, but not limited to, Bank products, withdrawals and loan payments. Verify
amounts, balances and endorsements as required. Professionally answer phones calls promptly. Route and deliver messages as needed. Maintain adequate working funds as required by Bank policy.
Verify and balance assigned cash drawer as appropriate with a minimal level of variances. Keep cash drawer balance below maximum limit. Issue official checks and money orders. Redeem savings bonds and receives loan payments. Explain and cross-sell Bank products and services and refer customer to other departments as appropriate. Count, verify and package coin and currency. Answer customer inquiries and discuss routine problems relating to Bank products. Ensure the teller station is properly stocked
with forms and supplies. Work with supervisor to establish goals for development of abilities to sell and cross-sell products and services.
Maintain working knowledge of branch equipment as appropriate (e. g. Recycler, Electronic Dispenser, ATM and Vault). Replenish and balance as needed. Balance ATM as applicable, proves deposits, maintains cash, receipts and envelopes. Processes night deposits. Prepare, scan and balance teller work through capture system. Prepare, complete, scan and index various Bank forms through Center Doc. Process stop payments and holds. Ability to identify red flags on fraudulent and counterfeit transactions. Comply with all Bank policies, regulations and laws applicable to carrying out Teller duties and responsibilities.
Meet or exceed established goals. Qualifications and Skills: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education/Experience: High School diploma or equivalent with cash handling and customer service experience. Knowledge/Skills/Abilities: Strong organizational skills and attention to detail.
Strong customer service orientation. Ability to work as part of a team. Ability to problem solve, prioritize tasks and meet required deadlines. Ability to use good, sound judgment in decision making. Ability to promote, sell and cross-sell Bank products and meet referral goals. Ability to respond to common inquiries or complaints from customers, co-workers or vendors. Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management. Ability to define problems, collect data, establish facts and draw valid conclusions.
Must understand and comply with company policies and procedures. Ability to maintain a friendly, helpful and courteous attitude when working with customers or co-workers under diverse conditions. Ability to accurately and quickly complete standard mathematical calculations. Ability to apply concepts such as fractions, percentages, ratios or proportions to practical situations. Ability to use a calculator and applicable software including Teller Platform. Strong analytic, organizational skills and attention to detail with a focus on accuracy and quality of work.
Microsoft Internet Explorer and Microsoft Office programs, specifically Word, Outlook and Excel. Physical Demands: The physical demands described here 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. The employee must have the ability to lift and carry 25 pounds for a distance of 50 feet. Intent and Function of Job Descriptions: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties, skills or working conditions. The duties and responsibilities enumerated are essential job functions except for those that begin with the word " May. " Banterra promotes an Equal Employment Opportunity workplace which includes reasonable accommodation of otherwise disabled applicants and employees. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.
However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. Banterra maintains its status as an at-will employer. Banterra bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, interactionual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law.
Apply for this Position Apply with Indeed //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. location. href; b. Indeed Apply=b. Indeed Apply{}; var b=c. body, m=/^/. test(d), k; if(!
b)return k=arguments. callee, set Timeout(function(){k(f, g)},100); var d=c. create Element(" div" ), a=c. create Element(" iframe" ), e; d. style. display=" none"b. insert Before(d, b. first Child). id=" indeed-apply-iframe-holder"a. frame Border="0"a. id=" indeed-apply-iframe"a. allow Transparency=" true"d. append Child(a); try{a. content Window. document. open()}catch(n){e=" javascript: var d=document. open(); d. domain='" +c. domain+" '; "a. src=e+" void(0); " }try{var l=a. content Window.
document; l. write(h()); l. close()}catch(p){a. src=e+'d. write(" '+h(). replace(/" /g, '\" ')+'" ); d. close(); '}} (" "" " ); })(); var gnewton On Indeed Apply Click = function() { if (! ('parent IFrame' in window)) return; var initial Height, height = initial Height = height = $n Query('#gnewton Career Body'). height(); var interval = set Interval(function() { var el = $n Query('. indeed-apply-popup'); if (! (': visible')) { clear Interval(interval); $n Query('#gnewton Career Body'). height(initial Height); } else { height = (height, el. offset(). top + el. height()); $n Query('#gnewton Career Body'). height(height); } }, 100); };
will be given the resources needed to identify referral opportunities to expand customer relationships. Qualifications: High school diploma or GED required. Ability to travel as needed to training Principal Activities and Duties: Process transactions through the teller equipment on all retail and corporate accounts, including, but not limited to, deposits, withdrawals, transfers, loan payments, and cash advances Issue money orders, cashier checks, gift cards, and savings bonds Maintain cash flow and security drawers, terminals and other valuables Maintain a professional appearance and always conduct yourself in a professional manner Process transactions in an accurate and efficient manner
while providing quality customer service Develop a thorough knowledge of Bank products and guidelines by attending the required classes Meet established referral goals Manage a teller window while maintaining an acceptable balancing record
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. location. href; b. Indeed Apply=b. Indeed Apply{}; var b=c. body, m=/^/. test(d), k; if(! b)return k=arguments. callee, set Timeout(function(){k(f, g)},100); var d=c. create Element(" div" ), a=c. create Element(" iframe" ), e; d. style. display=" none"b. insert Before(d, b. first Child). id=" indeed-apply-iframe-holder"a. frame Border="0"a. id=" indeed-apply-iframe"a. allow Transparency=" true"d. append Child(a); try{a. content Window. document. open()}catch(n){e=" javascript: var d=document.
open(); d. domain='" +c. domain+" '; "a. src=e+" void(0); " }try{var l=a. content Window. document; l. write(h()); l. close()}catch(p){a. src=e+'d. write(" '+h(). replace(/" /g, '\" ')+'" ); d. close(); '}} (" "" " ); })(); var gnewton On Indeed Apply Click = function() { if (! ('parent IFrame' in window)) return; var initial Height, height = initial Height = height = $n Query('#gnewton Career Body'). height(); var interval = set Interval(function() { var el = $n Query('. indeed-apply-popup'); if (!
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