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
conventional, FHA, and VA, as well as other products as they become available).
This individual will serve as the facilitator of the mortgage loan process and also must maintain productive relationship with mortgage operations staff. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities Originate all types of 1-4 family residential loans Maintain written goals that are created in conjunction with the Mortgage Banking Department Coordinate loan production throughout assigned service area Maintain prescribed system status report of all loan cases in process Report monthly on the calls made to banks, realtors, and builders Communicate with the Mortgage Banking department in order
to clarify program changes or updates to branch personnel throughout assigned service area Counsel and communicate with the prospective borrower for the purpose of determining what loan products would be applicable Schedule appointments to take applications at a location (home, branch office, or work location) convenient to the customer, and work with the customer in the completion of an accurate application and acquisition of supporting documentation Gather additional information required for the closing of the mortgage which is requested by the Mortgage Banking Department in a timely manner and maintain a status report of all loans in process Assist customer with closing contingencies Prepare
Good Faith Estimate and Truth-In-Lending within 72 hours from date of application on all applications taken Provide the Realtor (if applicable) with a weekly written review on the progress of the loan Educate and update branch personnel throughout immediate service area on identification of conforming loan requirements and how to answer customer inquiries Establish rapport with the local real estate community and update regularly on programs available by calling on realtors, builders, and attorneys that have an existing relationship with Renasant Bank for the solicitation of the origination of mortgage loans and to determine product needs and coordinate these needs with supervisor Survey local market areas regularly Establish priority accounts (realtors, builders, title companies, etc.
) and visit respective offices at least once a week Conduct seminars for local realtors and new associates on different aspects of lending; i. e. conventional, FHA/VA, ARM's, CRA)Become active in local affiliations relative to mortgage loan production; i. e. Board of Realtors, Home Builders Association Perform all duties in compliance with state and federal regulations and internal policies and procedures as is applicable to the responsibilities of the position Attend production meetings as designated by management Maintain licenses and certifications, if applicable Work independently in an outside sales setting which requires reliable transportation Perform other related duties as assigned The aforementioned duties are all essential job functions of this position.
Qualifications High School diploma or equivalent required Ability to originate 1-4 family residential mortgage products Thorough knowledge of FHLMC/FNMA, FHA, VA, and other general mortgage banking lending procedures and requirements Ability to communicate verbally and in writing and to deal cordially with the public Ability to organize time effectively Ability to learn and comprehend regulatory directives and procedures in a short period of time Ability to represent Renasant Bank in a professional manner projecting the image of " Customer Focused Banking" Ability to work independently and make decisions following state and federal regulatory guidelines Must have a reliable means of transportation to facilitate responsibilities 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.
prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based backssment of the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity.
Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer. Work closely with customers to retain and grow current and next generation wealth. 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 & RESPONSIBILITIES: Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals. Build deep relationships with customers to earn status as trusted advisor by leveraging
our consultative sales and service process. Demonstrate ability to simplify and communicate complex financial concepts.
Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities. Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers. Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. Consistently meet or exceed brokerage sales and referral goals as set by management, working in partnership with Investment Executive.
Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events. Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs. SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or equivalent combination of education and experience required.
Experience in a sales environment; experience in financial industry Pass consultative selling skills certification and complete ongoing educational requirements as prescribed. Series 6, 63 and insurance licenses required. Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period. Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
Position involves contact with the public, necessitating the ability to present a professional image. This role may work with one or more FCs, which will require some local travelling. 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. Occasional local and overnight travel as required. #LI-JS1Preferred Relationship Manager - Schaumburg LOCATION -- Schaumburg, Illinois 60173Fifth 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.
withdrawals, loan payments, transfers, check cashing, money orders, and placing stop payments, check, and credit card holds. The Community Banker is encouraged to grow in the role, and work in new innovative ways to deliver the excellence our customers expect.
The Community Banker is responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to: Strict adherence to audit controls, maintaining required logs, outgoing deposits, third party remittances and answering/directing telephone calls. Accountability for cash drawer and its contents at all times and reporting any discrepancies
to management. Maintaining a full understanding of all bank products and promotions. Performing account look ups, account activations and closures, overdraft privileges, check orders, and change requests.
Reviewing customer accounts to include alerts, messages, card activity, relationship, and history. Performing daily tasking including Card @One check in/out, night drop, monetary instrument logs, and settling cash advance machine. Participating in and supporting Rondout Savings Bank initiatives, activities, and programs. The Community Banker must be an example of the Bank’s Core Values, adhere to all banking policies and procedures, and must participate in bank sponsored community activities
and perform other incidental and related duties as required and assigned.
Job descriptions and duties may be modified when deemed appropriate by management. Knowledge and Skill Requirements Education and Certification Qualifications: High school diploma or equivalent. Experience and Qualifications: Excellent verbal and written communication skills, customer service experience, excellent math, and cash handling abilities, along with computer and organizational skills. Physical Requirements Prolonged periods of time working on a computer Prolonged periods of time standing Ability to walk up and down stairs Must be able to lift up to 10-20 pounds at times Ability to work at any branch location Position starts at $17.00 per hour.
Additionally, please complete the voluntary Affirmative Action/Equal Employment Opportunity Survey and submit it along with your resume. As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, interaction (including pregnancy, childbirth or related medical conditions), interactionual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
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to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships.
This entails processing transactions, backssing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production.
Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily.
Competently, with speed and accuracy, execute on customer requests. Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Maintain cash levels and outages
within the parameters of the established guidelines.
Constant, consistent communication internally and externally. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills:3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies.
Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. Pay Transparency Nondiscrimination Provision: Equal Opportunity Employer EEOC M/F/D/VThis Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. Qualifications, Knowledge and Skills:3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies.
Ability to work under deadlines with frequent interruption. Physical PI233010717
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
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
and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.
Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At Key Bank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience
culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome expectations. Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. Opening personal and business accounts (consumer checking, small business, various
deposit products, home equity, unsecured lending, certificates of deposit, etc.
). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all Key Bank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications High School Diploma , GED or equivalent experience (required) Experience Qualifications 1-3 years Experienced in developing current and new customer relationships, achieving sales goals and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
(required) Understanding of consumer credit - including loan to value, debt to income and credit reports (preferred) Licenses and Certifications Notary License (preferred) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking) Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All Key Bank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs. occasional lifting of up to 30 lbs. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license.
Job Posting Expiration Date: 02/1/2024 Key Corp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing xyz X@.
from prospecting to the first month's billing. Provides superior relationship management for a large portfolio of depository/cash management customers. Performs all required functions within scope of authority and expertise to provide the highest level of service and responsiveness to customers and co-workers.
Responsibilities Collaborate with Commercial Banking Relationship Managers to acquire, expand and retain Commercial Banking clients who have both fundamental and complex depository and cash management needs. Achieves annual revenue goals through both referral and self-sourced activities. Serve as trusted advisor for Commercial Banking clients on matters related to cash flow optimization
and service utilization. Effectively identify client needs and provide solutions. Participate in various aspects of client management, in-person calling, and relationship reviews for clients with complex cash management needs.
Prepares and delivers sales presentations and recommends appropriate services to customers. Analyzes account analysis statements to uncover needs and prepare client's fee proposal. Works with other department members to prepare appropriate documents for signature, and to set up cash management-related products and services. Coordinates with other departments as necessary. Provides coaching and mentoring for Department staff Oversees all aspects of the Bank's international
trade transactions issued by the Bank's correspondent banking partner.
Resolves complex service and operational issues for Commercial Banking clients. Interfaces with customers and bank employees as necessary to resolve issues and provide solutions. Suggests features to enhance the Bank's products which are necessary to be competitive in our market. Stays current with industry trends. Provides ongoing outreach and training to Commercial Banking and other bank departments to maintain a high degree of product awareness. Acts as a subject matter expert for all cash management products. Refers opportunities to other departments or bank partners, as appropriate.
Supports Bank's regulatory compliance objectives. Ensures full compliance with the Bank's Information Security Policies and Procedures Performs other duties as may be required. Requirements Education Bachelor's Degree or equivalent related work experience is Required Work Experience 4-7 years of treasury/cash management sales and/or service experience is Required Knowledge, Skills, and Abilities Strong sales/service skills and ability to read, analyze and interpret complex documents. Strong analytical, organizational, presentation, problem-solving and management skills. Must possess at least intermediate technology skills including knowledge of word processing database and spreadsheet applications.
continue to flourish, and help our local community continue to thrive. In this role, you will be responsible for handling all customer sales and service inquiries, including but not limited to, Teller transactions, new account openings, safe deposit access, existing customer servicing needs, and problem resolution.
The Personal Banker works to present customers with banking solutions to meet their needs, while ensuring every transaction is completed in accordance with bank policy and regulatory requirements. Please note availability to travel to all the Bank’s branches is required. PRIMARY FUNCTIONS Opens and closes branches Signs Official checks in accordance with the transaction amount
Provides exceptional service to the Bank’s customers regarding daily teller, servicing, and new account transactions; addressing inquiries, understanding/determining needs, and resolving problems Processes customer transactions in an efficient, accurate and friendly manner Opens new accounts and accesses customer accounts to process online and offline transactions and corrections in an efficient, accurate and friendly manner.
Accurately balances cash drawer daily Performs day-to-day branch operations including, ATM balancing, clearing cash items, adding or removing holds, under dual control will balance and process the vault and bag coin Utilizes needs-based sales/service techniques to
elicit the needs of customers and match those needs to the Bank’s available products and services Consistently meets or exceeds sales goals.
Provides assistance to other branch employees and assists in training new employees. Follows the Bank’s policies and regulatory requirements Account maintenance including but not limited to: foreign and domestic wires, stop payments, address changes, account title changes, etc. Follows the Bank’s policies and regulatory requirements JOB QUALIFICATIONS 2 years Teller Manager or CSR experience preferred Excellent communication, sales and customer service skills Basic math skills and the ability to multitask. Strong computer skills, including Word, Excel, teller and platform bank systems.
Strong customer focus High School Degree. Associate degree or higher preferred Flexible Schedule. Occasional late nights and Saturdays About Northern Bank & Trust Company Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals.
Founded in 1960, Northern Bank has assets of $2.65 billion with 13 locations serving communities throughout Middleinteraction County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit or follow Northern Bank on Facebook (/Northern Bank M A/), Twitter (@northernbankma), Instagram (@northernbankma) and Linked In (company/northern-bank-ma/). Powered by Jazz HR
and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn't changed.
At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for a seasoned Part Time Client Service Associate (Teller) - 20 Hours to join Arizona's #1 Community Bank in our Williams branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions:
Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolves clients' problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell the banks' opportunities through exploring needs. Other duties as assigned. Qualifications:
High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience.
Schedule: Monday - Friday: 8:15 A. M. - 5:15 P. M. 20 hrs. /wk. Must be able to work a flexible schedule within the hours listed above. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. Must have solid balancing and customer service skills. Ability to cross-sell bank products based on client's needs. Pay range (depending on experience): $16.50 - $19.00 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. 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. Employee Ambassador preferred banking products. Positions of 20 hours or more per week are eligible to participate in employee benefits provided by NBAZ, in accordance with our standard eligibility rules, including health insurance, life insurance, 401(k) plan and other benefits offered to employees in comparable positions.
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. Responsibilities: include but are not limited to the following.
Other duties may be assigned. Develop and maintain customer relationships by calling on customers and prospective customers, identifying prospects, establishing suitable methods of contact and determining appropriate products and/or services. Conducts outside sales calls independently for sourcing new business and promoting Workforce Banking at employer locations. Asks customers appropriate probing questions in order to
uncover their financial needs and offer financial solutions. Refer to other departments as appropriate. Work with supervisor to establish goals to sell and cross-sell products and 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. Assist in development of team members and provides training and mentoring as needed. 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 and check approvals 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 a working knowledge of consumer loan products in order to conduct a loan interview and submit and process consumer loan applications based on bank policy. 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. Provide supervision over banking staff to ensure proper functioning of day to day operations, including open and closing procedures, vault activities, cash levels and inventory supply as needed.
Promote a sales culture within the banking center. 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. 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 two to three years 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: Must successfully meet the requirements of Concierge Banker I and II positions. 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. 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 (!
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communicate the campaign's message, gather support, and maintain accurate records of interactions. Responsibilities: 1. Phone bankers are expected to make at least 30 calls an hour to donors. 2. Making donor outreach calls to voters. 3. Engage donors in respectful and informative conversations about our candidate and their campaign.
4. Track and document donor interactions and responses in Minivan and/or Call Hub. 5. Detailed and regular reporting of activities and results. 6. Attending a scheduled orientation meeting and training led by the Project Manager. Requirements: 1. Ability to hit the ground running – this is a short-term, aggressively paced assignment. 2. The ideal candidate
should be able to work in a fast-paced environment, able and willing to work long hours, and importantly, be skilled in customer engagement. 3. Ability to multitask, meet deadlines, achieve goals, and creatively problem-solve.
4. Strong interpersonal skills and a team player. 5. Strong communication skills, attention to detail, and experience in a customer-facing role. 6. Comfortable speaking on the phone for extended periods and navigating phone scripts. Qualifications and Skills: 1. Ability to work independently and in team settings. 2. Must possess excellent verbal and written communication skills. 3. Access to reliable transportation, cell phone, and laptop. Compensation: $22 per hour Powered by Jazz HR
various reports. Review, test and document product updates and/or releases and make recommendations concerning new features or functionality. 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. Monitor and access web-based modules for customer-initiated transactions, forms and correspondence through digital channels and branch correspondence ensuring items or inquiries
are processed properly and timely. Process and perform check back of various forms ensuring accuracy and compliance with standards and procedures. Perform data entry and work with various software programs.
Compile, process and monitor various reports. Provide quality branch support for digital products and services. Image and maintain Digital Banking documentation following record retention guidelines. Coordinate digital banking website changes with Marketing Department Review, test and document product updates and/or releases and make recommendations concerning new features or functionality, including risk analysis. Maintain knowledge of applicable laws, regulations and general safety
and soundness guidelines and assist in ensuring compliance. Maintain knowledge of applicable Bank policies, procedures, digital products and services and serve as a resource to other employees.
Develop and update procedures to ensure compliance with established controls and risk mitigation strategies. Develop and/or present training materials to educate customers and bank personnel in digital banking products and services. Complete department/employee training, as directed. Assist with the preparation of end of month department reports for Executive Management. Assist Management with various projects. Assist Management with department/employee scheduling. Assist Management with and/or complete research, risk analysis and various implementation tasks for new digital banking products.
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. One to three years of experience in electronic/digital banking and/or bank operations or other relevant experience required.
Associate's degree preferred. Knowledge/Skills/Abilities: Must successfully meet the requirements of Digital Banking Clerk I position. Strong organizational skills and attention to detail. Strong customer service orientation. Ability to problem solve, prioritize tasks and meet required deadlines. 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 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. 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); };
month training program in which you will learn how to make recommendations while utilizing a consultative sales approach. Qualifications: High school diploma/GED requiredCollege degree or a minimum of one year demonstrated ability to deliver outstanding customer service in financial services or retail industry required.
Must have excellent written and verbal communication skills to include professional grammar and demeanor. Ability to travel as needed to training. Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.