Gardens, CA. Job Description: The Casino Banker (Gaming Associate) participates and monitors table action on the casino floor to ensure accuracy, as well as protecting the game for all participants by watching for irregularities. The position also administers the handling of casino chips and pay-outs to winning customers and confirms that all losing bets/wagers are collected properly by the dealer.
Payrate: Non-Experience Casino Banker: $19 - $21/hour Hours: Graveyard shift (shift start time between 6pm -8am) Requirements: Must be at least 21 years of age to apply for this position. Must be able to secure licensing through state (DOJ) and local agencies. Disqualifiers include felony convictions
(no matter how long ago) or a misdemeanor conviction involving dishonesty or moral turpitude within 10 years of application per DOJ regulations. Successfully pass a background check and drug screening.
Successfully pass a basic mathematics backssment which includes questions involving basic arithmetic such as addition, subtraction, division, multiplication, and percentage calculations. What We Offer: Job Type: Full-time Paid Training – Four (4) to six (6) week full-time and will be held at the F2 TPS, LLC Corporate Office in Cypress, CA. Medical/Dental/Vision Company Paid Life Insurance 401K Paid Vacation Paid Sick Leave A $50 one-time dress code stipend. Licensing Fees: Because you will
be working in a casino, registration and licensing fees are mandated by the Department of Justice for a thorough registration and a background check.
Fees are administered by the California Gambling Control Commission for issuance of the state badge and the fee for this process is $164. We offer a defined payment plan to assist with this fee and the licensing process and offer an incentive reimbursement of $164. Paid Live Scan. CALIFORNIA CONSUMER PRIVACY ACT NOTICE TO EMPLOYEESF2 TPS, LLC is providing the following details regarding the categories of personal information that we collect and use about California residents who are F2 TPS, LLC employees, independent contractors, job applicants, owners, directors or officers (and their emergency contacts and recipients of employment benefits) (“Personal Information”).
We supply this information consistent with the California Consumer Privacy Act of 2018 (“CCPA”). Please provide this notice to your emergency contacts and recipients of employment benefits by providing them with the link to this notice. We may collect the following categories of Personal Information: A. Identifiers, such as name, contact information, online identifiers and Social Security numbers and other government-issued ID numbers; B.
Personal information, as defined in the California customer records law, such as name, contact information, education information, employment history, financial information and medical and medical insurance information; C. Characteristics of protected classifications under California or federal law, such as interaction, age, race, religion, national origin, disability, medical conditions and information, citizenship, immigration status, request for leave and marital status; D. Biometric information, such as fingerprints; E. Internet or network activity information, such as browsing history and interactions with our and other websites and systems; F.
Geolocation data, such as device location, vehicle location and IP location; G. Audio, electronic, visual, and similar information, such as photographs or audio or video recordings created in connection with our business activities; H. Professional or employment-related information, such as work history, prior employer, information relating to references, details of qualifications, skills and experience, human resources data, and data necessary for benefits and related administration services, such as retirement, health, and other benefit programs, services, and products to which you and your dependents and beneficiaries receive access through us; I.
Education information subject to the federal Family Educational Rights and Privacy Act; J. Inferences drawn from any of the Personal Information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics. We use this Personal Information for the purposes of operating, managing, and maintaining our business, managing our workforce, and accomplishing our business purposes and objectives, including, for example, using Personal Information to: Manage workforce activities and personnel generally, including for recruitment, background screening, performance management, career development, payments administration, employee training, leaves and promotions; Administer hiring, promotion, and discipline; Provide an efficient means for personnel to obtain the contact information of their colleagues so they may contact them; Manage payroll, wages, tax forms and filing, expense reimbursements, and other awards such as stock options, stock grants and bonuses, and provide healthcare, pensions, savings plans and other benefits; Calculate insurance and other employee benefits; Monitor personal investments to comply with SEC insider trading regulations; Notify family members in case of an emergency; Maintain and secure our facilities, equipment, systems, and infrastructure; Undertake quality and safety assurance measures, protect the health and safety of our workforce and others, and conduct risk and security control and monitoring; Determine and monitor compliance with worldwide training and other policies; Conduct research, analytics, and data analysis to assist in planning succession and to ensure business continuity, as well as to design employee retention programs and diversity initiatives; Perform identity verification, accounting, audit, and other internal functions, such as internal investigations; Monitor use of IT infrastructure, internet access, and electronic communication for unauthorized, unlawful, or inappropriate use; Record phone calls for training, quality assurance, and legal compliance purposes; Operate and manage IT and communications systems and facilities, allocate company assets and human resources, and undertake strategic planning and project management; Obtain legal advice and establish, exercise or defend legal rights, and act on collection and discovery requests in the context of litigation, government investigations or regulatory audits or inquiries; and Comply with law, legal process, investigations, internal policies and other requirements such as income tax deductions, monitoring, record-keeping and reporting obligations.
CALIFORNIA CONSUMER PRIVACY ACT NOTICE TO EMPLOYEESF2 TPS, LLC is providing the following details regarding the categories of personal information that we collect and use about California residents who are F2 TPS, LLC employees, independent contractors, job applicants, owners, directors or officers (and their emergency contacts and recipients of employment benefits) (“Personal Information”).
We supply this information consistent with the California Consumer Privacy Act of 2018 (“CCPA”). Please provide this notice to your emergency contacts and recipients of employment benefits by providing them with the link to this notice. We may collect the following categories of Personal Information: A. Identifiers, such as name, contact information, online identifiers and Social Security numbers and other government-issued ID numbers; B.
Personal information, as defined in the California customer records law, such as name, contact information, education information, employment history, financial information and medical and medical insurance information; C. Characteristics of protected classifications under California or federal law, such as interaction, age, race, religion, national origin, disability, medical conditions and information, citizenship, immigration status, request for leave and marital status; D. Biometric information, such as fingerprints; E. Internet or network activity information, such as browsing history and interactions with our and other websites and systems; F.
Geolocation data, such as device location, vehicle location and IP location; G. Audio, electronic, visual, and similar information, such as photographs or audio or video recordings created in connection with our business activities; H. Professional or employment-related information, such as work history, prior employer, information relating to references, details of qualifications, skills and experience, human resources data, and data necessary for benefits and related administration services, such as retirement, health, and other benefit programs, services, and products to which you and your dependents and beneficiaries receive access through us; I.
Education information subject to the federal Family Educational Rights and Privacy Act; J. Inferences drawn from any of the Personal Information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics. We use this Personal Information for the purposes of operating, managing, and maintaining our business, managing our workforce, and accomplishing our business purposes and objectives, including, for example, using Personal Information to: Manage workforce activities and personnel generally, including for recruitment, background screening, performance management, career development, payments administration, employee training, leaves and promotions; Administer hiring, promotion, and discipline; Provide an efficient means for personnel to obtain the contact information of their colleagues so they may contact them; Manage payroll, wages, tax forms and filing, expense reimbursements, and other awards such as stock options, stock grants and bonuses, and provide healthcare, pensions, savings plans and other benefits; Calculate insurance and other employee benefits; Monitor personal investments to comply with SEC insider trading regulations; Notify family members in case of an emergency; Maintain and secure our facilities, equipment, systems, and infrastructure; Undertake quality and safety assurance measures, protect the health and safety of our workforce and others, and conduct risk and security control and monitoring; Determine and monitor compliance with worldwide training and other policies; Conduct research, analytics, and data analysis to assist in planning succession and to ensure business continuity, as well as to design employee retention programs and diversity initiatives; Perform identity verification, accounting, audit, and other internal functions, such as internal investigations; Monitor use of IT infrastructure, internet access, and electronic communication for unauthorized, unlawful, or inappropriate use; Record phone calls for training, quality assurance, and legal compliance purposes; Operate and manage IT and communications systems and facilities, allocate company assets and human resources, and undertake strategic planning and project management; Obtain legal advice and establish, exercise or defend legal rights, and act on collection and discovery requests in the context of litigation, government investigations or regulatory audits or inquiries; and Comply with law, legal process, investigations, internal policies and other requirements such as income tax deductions, monitoring, record-keeping and reporting obligations.
Changes to this CCPA Notice We may change or update this CCPA Notice from time to time. When we do, we will post the revised CCPA Notice on this web page with a new “Last Updated” date. Powered by Jazz HR
a better place to live for more than 60 years. By embracing the bank's Core Values of extraordinary service, adaptability, teamwork, communication, development, accountability, community, and respect-we have built a culture of service and engagement. NSB has a commitment to career development through tuition reimbursement and continuous learning opportunities, in addition to other competitive benefit offerings.
We offer medical benefits on day one, 401k matching, and paid holidays. With a strong belief in diversity, equity, and inclusion, NSB offers several colleague-led diversity forums with the intent to ensure representation and cultural sharing among our colleagues. At Nevada State
Bank, we truly believe that it matters WHO you work with. We are now accepting applications for a Branch Manager to join the team located at our Henderson Heights branch in Henderson, NV.
Essential Functions: Responsible for the overall performance and operations of the branch. This includes loans, deposits, other referral products, and service quality while managing a complement of exempt and non-exempt personnel. As the primary business development officer, is responsible for the expansion of existing business relationships, the development of new business and calling on both prospective and existing clients. Primarily responsible for providing sales leadership for the branch, which
includes overseeing both the inside and outside sales efforts of the employees.
Directs branch activities, maintaining appropriate operational, and credit risk management and security oversight in compliance with applicable laws and regulations. Extends credit to businesses and/or individuals through a wide variety of commercial, consumer, real estate, and agricultural loans. Responsible for community development and relations. May be responsible for processing cash transactions and other customer service duties. Qualifications: 4+ years experience in branch banking, other banking or retail management experience or other directly related experience. Typically requires college degree.
(Combination of education and experience may meet requirements. Advanced knowledge of banking industry, including lending and banking products. Must have excellent customer service and management skills. Ability to make sound decisions, build relationships and work with a variety of clients, employees and management. Ability to set and maintain high quality work standards. Ability to lead a group. Ability to deal effectively with people in various job capacities. Excellent problem solving and communication skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 13 Paid Holidays, (includes Nevada Day & Family Day)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 Pay range (depending on experience): $65K - $75K Annual Base Salary
more than 60 years. By embracing the bank's Core Values of extraordinary service, adaptability, teamwork, communication, development, accountability, community, and respect-we have built a culture of service and engagement. NSB has a commitment to career development through tuition reimbursement and continuous learning opportunities, in addition to other competitive benefit offerings.
We offer medical benefits on day one, 401k matching, and paid holidays. With a strong belief in diversity, equity, and inclusion, NSB offers several colleague-led diversity forums with the intent to ensure representation and cultural sharing among our colleagues. At Nevada State Bank, we truly believe that
it matters WHO you work with. We are now accepting applications for a 40 hour Teller (Client Service Associate) to join the team located at our Lovelock branch. Essential Functions: · Be responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
· Identify and address 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. · Resolve clients problems either through direct personal
action or referral to alternative branch or bank resources. · Identify and maximize cross-sell banks opportunities through exploring needs.
· Perform other duties as assigned. Qualifications: · Some cashiering, customer service, balancing or other related experience. · Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. · Solid balancing and customer service skills. · Ability to cross-sell bank products based on clients needs. · High School diploma or equivalent. 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 13 Paid Holidays, (includes Nevada Day & Family Day)· 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 Pay range (depending on experience): $17 - $20/hour
Contractors. ISN is was also on the Business Inc. Magazine's 5000 List of Fastest Growing Private Companies for two years. We are looking for an energetic, self-starting, organized, detail-oriented candidate with the ability to multitask in a fast-paced environment to join our team.
Job Description ISN is seeking a Loan Servicing Manager to assist on a government contract providing mortgage loan servicing to the federal government. Must have prior experience managing loan servicing. Duties and Responsibilities: Management assistance on a large mortgage servicing program. Assist the Contract Manager through direct oversight of loan servicing staff. Proven track record of guiding staff
in providing exceptional customer service. Providing guidance to staff of activities related to program coordination, training and compliance, quality management, and other related work in a mortgage servicing environment.
Qualifications Reverse and forward Loan Servicing experience to include direct management of, and daily interaction with at least 50 employees Mortgage Servicing Experience Staffing Experience Program Coordination Experience Experience ensuring Quality improvement All relevant experience must be from within the last three years to qualify. Additional Information ISN Corporation is an Equal Opportunity Employer ISN Corporation is an Equal Employment Opportunity/Affirmative
Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, age, national origin, protected veteran status, disability status, marital status, genetic information, or any other characteristic protected by law.
ISN Corporation is a Drug-Free Workplace. Candidates are required to pass a pre-employment background investigation before beginning employment.
from pre-filtered leads that focus solely on HELOCs and Home Equity Loans. --- Competitive Compensation: Top agents have the potential to make 125 bps per loan funded. A top banker is expected to do 15 to 20 loans a month. An average banker will fund between 8 and 10 loans in a month.
--- Efficient Processes: Our average loan completion time is just 17 days, thanks to our use of AVMs instead of traditional appraisals. Ideal Candidate: --- Strong communication skills and a keen ability to grasp new products. --- Motivated to succeed financially in the evolving mortgage landscape. --- Prior experience in mortgage lending or a related field would be an advantage. Why Join Us: Our focus on
equity products shields us from the high rates affecting 1st mortgages. We've optimized our processes to ensure our team has the best chance of success. If your goal is to consistently achieve five-figure monthly earnings, let's get you there!
Application Process: Interested candidates are encouraged to apply and learn more about how we can help you thrive in this rewarding position. Responsibilities: Key Responsibilities: --- Work with warm transfers and fresh leads, averaging 8 to 10 leads daily --- Take applications --- Pitch qualified borrowers --- Once loans are sold, our processing staff takes over the file which allows you to concentrate on selling the next borrower --- Counsel
borrowers to understand the pros and cons of different loan products to determine which is best for them --- Ensure all phases of the loan process are performed in accordance with regulatory and company guidelines --- Oversee all customer interactions and ensure a smooth transaction by interfacing with realtors, processors, and underwriters --- Manage a large pipeline of loans to ensure your production meets our requirements --- Work closely with industry-related professionals to gather and prepare all necessary information to complete underwriting requirements Qualifications: --- Possess excellent written and verbal communication skills, superb interpersonal and customer service skills, and exceptional decision-making ability --- Strong understanding of HELOC/HELOAN guidelines and structuring --- Strong understanding of company loan policies and guidelines, as well as all federal and state regulations --- Current NMLS State License or Federal NMLS Registration About Company: Why Summit Lending?
We're not just a lending team; we're the leading lending team in California. At this pivotal point in our journey, we're extending an opportunity for passionate individuals to join and contribute to our legacy. We pride ourselves in offering not just a job, but a long-term, stable career pathway for those who are as dedicated to our mission as we are.
How to Join Our Team: Your interest means the world to us, but we kindly ask that you refrain from phone inquiries. For your chance to be a part of the Summit Lending family, simply submit your application along with a resume and a thoughtful cover letter expressing your fit for the role. Let's shape the future of lending, together!
Floating Cultural Holiday Medical, Dental, Vision, Life Insurance Flexible Schedules Parental Leave and Adoption Assistance programs Community Volunteer Opportunities" Top 50 Diversity Company" by Diversity Inc. Global 100 for Most Sustainable Corporations Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating new business relationships while maintaining/protecting Comerica's business interest.
Manage customer relations and new business development with a periodic review of existing loan commitments. Act as the bank's agent with respect to advising the client as to proper loan structure. Negotiate acceptable terms
for the bank and customer simultaneously even when goals conflict. Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management.
Accept special project assignments as assigned. Community Involvement. Position Qualifications Bachelor's Degree from an accredited university Completion of a Commercial Credit Training Program7 years of experience in commercial or private lending7 years managing a portfolio of clients7 years of experience financial sales San Francisco 3 Embarcadero8:00am - 5:00pm Monday - Friday%387008% %%finance%%
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 Mini VAN 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
to use computer software and embrace technology Aptitude for math Excellent organizational and time management abilities Good problem solving, resourcefulness and attention to details Good interpersonal and communication skills Ability to make referrals on other services / products QUALIFICATIONS: High school student able to work throughout the school year and summers up to 20 hours per week Cash handling experience preferred Customer service experience preferred
products and services and refer customers to appropriate departments to create long lasting relationships. You will assist our customers with their banking needs by processing deposits, cashing checks, accepting loan payments and addressing questions or concerns.
This position will uphold and embrace CCF's Mission, Vision, and Values every day by collaborating with colleagues across all departments to provide the best possible experience for our customers. Must haves: High School diploma or equivalent. One (1) year of customer service experience. Desired Qualifications: Cash handling or sales experience. What can you expect from us? At CCFBank you are more than just a number, you are
a partner to our team. We are dedicated to investing in our colleagues, allowing them to maximize their potential so they can become and remain trusted banking partners by providing them the tools they need to grow and develop in their careers.
In return, they invest their time, energy, and talents, which allows them to maximize their potential for the success of CCFBank. In addition, CCF provides all eligible colleagues a comprehensive benefit package, tailored to what is important for you and your family. CCFBank embraces and encourages individuality in all our colleagues and customers. Whatever our customers dream, we strive to find a way to make it happen, so they can get more out
of their money and their lives. Whatever our colleagues dream, we also find a way to make it happen.
We are in the business of Making More Possible by delivering exceptional customer experiences every interaction, every day! We strive to be the bank our communities trust to Make More Possible. CCFBank is dedicated to the needs of our communities. We commit resources and promote team member participation throughout the areas we serve. We value each community and the many organizations and groups that make them unique. Position will close on 12/19/2023. Apply online at If you need assistance applying, contact us and we will attempt to meet your needs. In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.
CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans. We recognize our colleague's individual talents and unique perspectives to continue to Make More Possible.
high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible environmental, social, and governance (ESG) practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back.
We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful. COMPANY MISSION: We are a mission-driven institution with an uncommon commitment to decarbonization and sustainability. As the need to build a more sustainable, low-carbon economic system grows increasingly urgent,
we are dedicating capital to financing the companies, investors, and innovators driving that change. We are reimagining how a bank should operate in a changing world.
JOB SUMMARY: This position is responsible for building relationships and providing expert financial advice and great service, while maintaining conformance with established Bank policies, procedures and objectives. Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. “Service” is the highest priority of the Bank—all employees must strive to provide excellent service and adhere to Bank Standards. DUTIES AND RESPONSIBILITIES:
Developing and maintaining customer relationships through account servicing, identifying needs, asking for referrals to meet and exceed monthly production and retention goals Being fully knowledgeable and skilled in the areas of teller, vault, ATM processing as well as safe deposit and cash recycler at applicable branches Adhering and complying with new account opening procedures including compliance requirements for both personal and business account relationships Assisting customers in their selection of various accounts and financial services Cross-selling the Bank's products and services Opening, maintaining and closing of all account types Promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services Participating in monthly branch audit activities Working at other branch locations when needed – being a team player QUALIFICATIONS: Bachelor’s Degree from a 4-year, accredited institution preferred At least three (3) years banking experience Experience with needs-based selling Excellent interpersonal skills and proficient communicative, auditory and visual skills Strong attention to detail Passion for providing outstanding customer service to all clients POSITION REQUIREMENTS: The requirements 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 employees to perform the essential functions. Work is conducted primarily in an office; however, some positions may be conducted remotely via technology. While performing duties of this job, the employee may be regularly required for prolonged periods of time to: Sit or stand at a desk Walk, stoop down, crouch, kneel or bend over Use hands and fingers Utilize a computer monitor with visual acuity Operate technology and other office machinery such as printers, fax machines, scanners, etc.
Communicate clearly both verbally and in writing with others ADDITIONAL DUTIES: For Forbright Bank to remain efficient and nimble as a growing organization, team members are expected to exhibit a high level of flexibility regarding any duties that may be situationally assigned outside of this job description. PERKS/BENEFITS: -Comprehensive health, dental, and vision plans-4 weeks PTO-401k + company match-Metro Smart Trip benefits ($50/mo)-Remote or hybrid work schedules for most positions-Bonuses for purchasing solar panels, electric vehicles, biking to work, etc.
-Paid subscriptions to Veterans Compost, Imperfect Foods, and more! -Best Workplaces for Commuters 2023 winner-The Washington Post Top Workplaces 2023 winner-American Banker Best Banks to Work For 2023 winner Powered by Jazz HR
hours: 21 POSITION SUMMARY Provides prompt and professional service to new and existing customers.
ESSENTIAL FUNCTIONS Adheres to established Westfield Bank customer service standards. Provides information regarding bank products to all potential customers both retail and commercial.
Independent performance of all teller transactions and related services. Maintains security of cash drawer. Proves cash drawer at end of day. Meets assigned referral goals through referral of bank products and services to meet customers banking needs. Performs account and person maintenance. Assists in resolving customer problems. May assist with balancing the ATM Assist customers with Safe Deposit.
Must complete BSA, AML, and other Regulatory and Continuing Education as assigned. Must adhere to all bank and regulatory policies and procedures specific to position.
Performs additional duties as requested. POSITION QUALIFICATIONS Competencies Accountability Customer Relations Decision Making / Judgment Job Knowledge Quality Education/Experience/Skills High School Diploma or GED required. At least six months of cash handling and customer service experience preferred. Must meet balancing requirements. PHYSICAL DEMANDS Physical Demands Stand: F (Frequently) Walk: F (Frequently) Sit: O (Occasionally) Handling / Fingering: C (Constantly) Reach Outward: F (Frequently) Reach Above Shoulder:
O (Occasionally) Climb: O (Occasionally) Crawl: O (Occasionally)Squat or Kneel: F (Frequently) Bend: F (Frequently) Lift/Carry 10 lbs or less: F (Frequently) 11-20 lbs: F (Frequently) 21-50 lbs: O (Occasionally) 51-100 lbs: N (Not Applicable) Over 100 lbs: N (Not Applicable) Push/Pull 12 lbs or less: O (Occasionally) 13-25 lbs: O (Occasionally) 26-40 lbs: O (Occasionally) 41-100 lbs: O (Occasionally) N (Not Applicable) Activity is not applicable to this occupation.
O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day) F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day) C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day) Other Physical Requirements None Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included.
It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
includes calling on small business customers with up to approximately $3 million in annual revenues with lending needs up to 100K (future will be up to $250K)The trusted advisor will be committed to new business development, conducting quality conversations to build rapport and discover unmet needs of customers, providing relationship servicing, and consistently enhance the partner referral processes by following best practices.
Position Responsibilities Customer Relationship Activities Service, execute and impact the customer relationship activities for the attraction, expansion, and retention of business customers. Provide effective customer onboarding and engagement by routinely strengthening
new and current customer relationships, introducing new and existing customers to Comerica's products and services, and addressing customer questions. Responsible for the acquisition and retention of business customers through partnership activities.
Lead portfolio management efforts to retain and expand current portfolio relationship and increasing the number of portfolio customers in the banking center. Lead and/or participate in community involvement to increase bank outreach with the community and COIs to foster new business customer relationships at the banking center. Proactively sets appointments and regular meetings with portfolio customers to build trust and identify needs. Comply
with company policies and procedures, regulations, and security procedures to serve customers and optimize customer satisfaction.
Customer Experience and Partnership Activities Proactively seeks to learn about new products, services, technologies, and customer service tactics. Enhance the customer experience by aligning customer needs with Comerica's values and practices that create tailored customer solutions. Manage servicing requests from customers in the assigned portfolio. Resolve complex customer complaints. Partner with defined Banking Centers to grow revenue and customer experience. Proactively identify opportunities to introduce customers to our small business, business banking, merchant services, and treasury management partners.
Preferred Skills Proven Sales and Marketing Skills Intermediate level computer competency including Microsoft Windows (Word, Excel and Outlook)Commercial Loan and Real Estate product knowledge Active Listening Skills Interpersonal Skills Critical Thinking/Problem Solving Proficient Presentation Skills Qualifications Bachelor's Degree from an accredited University or 4 years of relevant experience4 years in Consumer/Business financial services sales experience1 year experience with utilizing Microsoft Office products including Word, Excel and Power Point San Jose - Airport8:00am - 5:00pm Monday - Friday%387008% %%finance%%
financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence. Achieve consistent and balanced personal
sales and service performance by developing new and existing relationships utilizing the customer engagement model Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved Execute and role model the Renasant service standards in every customer and teammate interaction Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly Use all customer
interactions, in person or phone, to identify additional needs and make appropriate recommendations Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships Participate in community activities as a representative of Renasant Bank; Serve as a back-up Teller or Head Teller, if needed Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions Properly complete all account maintenance activities Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations Perform other related duties as assigned Qualifications High school diploma or equivalent required, college education preferred Minimum of 1 year related customer experience and sales experience required Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations Ability to produce individual and team sales and customer experience results Ability to remain focused on customer financial needs and acts with the customers priorities in mind Knowledgeable of the financial services industry and local community to better serve the customer Effective written and verbal communication skills Attention to detail with strong record of accuracy in handling of transactions Comfortable using a variety of technology software products to process transactions Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Personal Bankers: Minimum of 2 years of successful personal sales experience Ability to handle complex transactions with limited supervision Operational strength with limited exceptions Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts For all Licensed Personal Bankers: Current State insurance license Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.
e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word " May" This job description is intended to describe the normal level of work required by the person performing the work.
The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
Relationship Center Support; follows-up with customers as necessary. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits.
Opens and closes deposit accounts and services with accuracy and in accordance to bank policies and applicable regulations; acts as a backup to the head teller by assisting with overrides and coaching new tellers. Cross-sells bank's products and services by using insights gained about the customer's needs; provides investment, mortgage, business banking referrals; follows up on referral opportunities. Assists in performing
back office duties which includes completing branch reports, balancing the ATMs, processing night/mail deposits, and filing. Assists in shared Customer Relationship Center float to other bank branches as needed.
Other duties as required. Necessary competencies: Accountability Change Champion Coachability Communication Detail Orientation Organizational Savvy Process Oriented Service Orientation Technical Expertise Experience with handling cash is required. Experience in retail banking is preferred. Experience in customer service is preferred. Experience in financial services or banking is preferred. Proficiency in MS Office (Outlook, Excel, Word) or similar software is required. Cleartouch,
On Base, various government and investor software/web portals is preferred.
Education and Experience Education: High School Diploma or equivalent is required; Bachelor's degree is preferred. Certification: (Float positions) Valid driver's license is required. Years of experience: 0 to 2 years is required. Years of experience supervising: None. Physical Environment While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and employee must occasionally lift and/or move up to 25 noise level in the work environment is usually quiet to moderate.
This position is performed in an office setting, able to work days and hours branch offices are open. Able to work overtime as directed. This job description is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required in this position.
