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 experienced Teller/Banker FLOAT candidates to join Arizona's #1 Community Bank for our Phoenix Metro market. 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! Currently seeking qualified candidates
who will travel to all the branches within the Phoenix East Region area to cover shifts when branch employees call in sick, are on vacation, or just when the branches require additional staffing.
Phoenix East Region branches includes East Mesa, Florence, Gainey, Gilbert, Mesa Main, San Tan, Tempe. Home base will be at our Florence Branch. Essential Functions: Be proficient in Needs-Based Selling to prospective and established clients Handle inbound and outbound sales calls to prospective and established customers Assist managers in building and maintaining customer relationships Provide quality customer service while opening accounts, processing loans, and providing information related
to general inquiries and client needs Support retail objectives and initiatives by capitalizing on business opportunities that influence the production of revenue and risk of loss Conduct backssments with clients to determine financial needs and make appropriate recommendations Ensure proper documentation is obtained and processing the proper forms for transactions May be required to cover Teller line during peak hours Work independently and perform well under deadlines Qualifications: High School Diploma or equivalent, along with 0-1 years' experience with sales (cross-sales and up-sales) and meeting sales goals0-1 years' experience in at least two of the following areas: new accounts, teller, bookkeeping, or loan processing (an equivalent combination of education and experience may meet this qualification)0-1 years' experience using an on-line financial services system Strong interpersonal, verbal, and written communications skills This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.
A. F. E. Act Hours: Monday - Friday: 8:30 AM - 5:30 PM; 40 hours/week 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.
their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. Gain manager assistance
with any suspicious transactions. Obtain management approval for transactions outside authorized limits. Adheres to all bank compliance, security and operational policies and procedures.
Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc. Performs changes to existing accounts as requested by the customer. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management. If applicable, allows entry of safe deposit box holders. Maintains professional
appearance and conduct within the guidelines set forth in Employee Handbook.
Maintains customer confidentiality. May participate in bank promotions, external community events, and promotional activities. May be required to work in other First Mid Banking centers. Complete other specified duties as assigned. SALES: Develops and maintains relationships with business partners. Develops and maintains strong relationships with customers. Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc.
Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines. Consistently meet or exceed established goals for the position. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred. Previous sales experience preferred. Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion.
Skills: Proficient in usage of Microsoft Office and computer application First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, national origin, disability, gender identity, interactionual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Apply for this Position //below URL is also hard code in " Career Site Security Header Filter.
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11 paid holidays per year Hybrid working model (effective February 22, 2022) Casual dress code An internship with FHLBank Chicago is not like your average internship. We can offer you a dynamic, collaborative and team-focused environment you won't find anywhere else.
You'll be engaged in projects that will provide you with real world, hands-on experience in the exciting world of financial services. We are currently seeking a summer intern to work in our Member Support & Strategy department. Successful individuals should be following an academic track in Business, Finance, Statistics, Economics, or Accounting. Who are we you ask? We are a federally chartered corporation and one of 11
Federal Home Loan Banks (FHLBanks) that, with the Office of Finance, comprise the Federal Home Loan Bank System. The FHLBanks were chartered by Congress under the Federal Home Loan Bank Act of 1932 to improve the availability of funds to support home ownership.
Each FHLBank is cooperatively owned by member financial institutions in its district and operated as a separate entity with its own management, employees, and board of directors. Our district consists of the states of Illinois and Wisconsin. We are regulated by the Federal Housing Finance Agency, an independent federal agency. The Member Support and Strategy Summer Internship will involve the following: Hands-on experience processing
daily trades and collateral valuations Gain an understanding of the various products and services the Bank has to offer, including advances and Letters of Credit Support the resolution of member and counterparty account issues ranging from basic to complex with a high level of service.
This may involve working jointly with other departments and/or communicating across groups and outside entities, such as JPMorgan, BNY Mellon and others. Support the flow of documentation and related communication in and out of the Bank. Assisting with new projects and presentations REQUIREMENTS Applicants should be enrolled in a undergraduate program at an accredited institution Should have a GPA of at least 3.0 and be in good academic standing Desired fields of study include Finance, Economics, Statistics, and Accounting (flexible)How you'll make an impact: This role will play a pivotal part in helping the Bank process investment and derivative transactions for successful downstream reporting.
Efficiently delivering valuable products and services through collaboration and critical thinking in order to be a reliable source of liquidity to our members and the communities they serve. Contribute to a high-performing team that is at the forefront of an evolving technological landscape in the banking industry. #LI-Hybrid
For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and " among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Work closely with members of the community by helping them build a better financial future.
You'll become a banking expert and guide clients to products and services that will improve their everyday lives. You will also be working with employees who are there to support you, your family, and your career aspirations. Take your first step in your banking career and gain invaluable insight into our operations, procedures, and abilities that
make Zions Bank one of the premier banking institutions in the west. We look forward to having you join the Zions Bank family! Minimum pay is $17 per hour Work schedule is: Monday-Friday 9am-3pm This role will: 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 client 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: Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. 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 clients needs. 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 Holidays401(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
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
has generated more than $3.6 billion in community development financing that has benefitted more than 2 million people in Alabama, Arkansas, Louisiana, Mississippi, Tennessee and nationwide. This work has supported small business owners struggling to gain access to capital, families seeking to own homes and individuals looking for a better way to manage their hard-earned money with a financial institution they can trust.
Job Summary The Senior Member Services Representative performs a wide variety of teller, administrative, branch operations and clerical duties. Duties include a high level of external and internal public contact and management of various records and file systems. Confidentiality
is involved, and sensitive situations may be handled. This position is located in the HOPE branches in their various locations where volume and customer traffic warrants the presence of a Sr.
Member Services Representative position. Primary and Essential Functions Provide consistent service level agreement internally and externally; Manage member expectations providing a professional and friendly environment at all times; Resolve issues with appropriate follow-up Achieve monthly production and referral targets per annual individual Retail Work Plan Process all in-branch and online consumer loan applications accurately, timely, and manage loan exceptions Process all in-branch and online
member accounts accurately, timely and manage member exceptions Process business member accounts accurately, timely and manage member exceptions Mentor, train and coach MSR staff as needed and approve teller transactions as appropriate Resolve most member questions and problems from other MSRs through knowledge of established policies and procedures referring only the most complex issues to higher levels Perform sales & outreach activities as directed in market with community businesses Timely outbound phone calls to members using 2x2 Call Trax program to deepen member relationship Educate new and existing members on HOPE products and services Prepare and process teller transactions efficiently and effectively per Retail Standards Adhere to established cash handling and balancing procedures per Retail Standards Maintain accurate daily balancing of vault, ATM, and assure all logs are kept up to date Work under moderate to minimal supervision and has some latitude for decision-making Assist and prepare monthly/quarterly branch audits for review & timely submission Complete all assigned Retail & Compliance courses per established deadline Adhere to all HOPE policies, procedures, and security protocols Desired Qualifications Associate's or Bachelor's degree or equivalent education and experience 3+ years Member Service Representative or teller experience in a credit union or bank Strong cash handling and customer service experience Consumer lending experience Previous sales experience Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)
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 working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.
The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned
financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.
The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): --- Establishes relationships with individual and small business clients--- Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs--- Collaborates with partners in order to meet clients' financial needs--- Manages schedule to meet client demands--- Executes the bank's risk culture and strives for operational excellence You're a person who (required skills): --- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
--- 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 helping new and existing clients based on their needs.
--- Has strong written and verbal communications skills. --- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). --- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. --- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. --- Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).
--- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- An associate's degree or bachelor's degree in business, finance, or a related field. --- Experience working in a financial center where goals were met or exceeded. --- Retail and/or sales experience in a salary plus incentive environment. --- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
--- Experience with financial information, spreadsheets and financial skills. --- Knowledge of banking products and services. --- Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills Used in this Role: --- Active Listening--- Business Acumen--- Client and Customer Focus--- Oral Communications--- Problem Solving--- Account Management--- Client Experience Branding--- Client Solution Advisory--- Business Development--- Pipeline Management--- Prospecting--- Referral Identification--- Referral Management Shift:1st shift (United States of America)Hours Per Week: 40
environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. We are looking for a Branch Operations Supervisor Associate in Lancaster, CA. Essential Functions: Travels to various branches and departments acting as a temporary Customer Service Manager.
Responsible to open and close branch, create reports, give approvals on branch operations capacity. Manages the day-to-day activities of the branch including the teller line, new accounts and all aspects of inside sales. Handles any issues, in person and/or over the phone. Some regional travel required. Must be able to provide own transportation to drive to and from assignments. May be required to lead or supervise branch staff. Driving is an
essential function of this role and as such, employees must have a valid driver's license and good driving record.
Other duties as assigned. Qualifications: Requires a Bachelor's degree and some experience in branch banking or operations or other directly related experience. A combination of education and experience may meet job requirements. Basic knowledge of branch operations, policies, procedures. Knowledge of branch financial products and services. Ability to function in performing multiple branch job responsibilities. Solid customer service and communication skills. Good leadership skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $68,400 - $73,000 annually depending on job-related factors such as level of experience.
needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform basic teller transactions. Make referrals to Bankers. Balance cash drawer on a daily basis. Scan work for image branch capture.
Education and Training Requires High School diploma. Requires previous banking and/or sales experience. Requires knowledge of Microsoft Office. Qualifications Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time
Lift 50 pounds Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence.
Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.
Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills to further his/her career goals for advancement within the banking profession. Responsibilities Daily responsibilities include, but are not limited to, the following: Exemplify our 212 commitment to service Process deposits, withdrawals, cash checks and balance a cash drawer Cash checks following SYB check cashing policy Sell official checks Process and balance teller work through image capture Consultative Selling - Engaging customers and prospects to uncover needs and offer solutions Open new accounts and perform account maintenance Retain and expand customer relationships Process
and close loan request (If loan trained) Assist customers with questions and/or concerns Participate in weekly team meetings Job Requirements The successful candidate will have the following qualifications: High School Diploma or GED equivalent PC proficiency Banking experience preferred Good communication skills - both written and verbal Professional appearance and demeanor Basic Word and Excel knowledge Benefits 401(k) with a company match of up to 6% ESOP employer match Medical insurance Dental insurance Vision insurance Cancer / Disease insurance Accident insurance Flexible Spending Accounts Health Savings Accounts Humana Go365 Wellness & Rewards Program Bank paid Life / AD& D insurance Voluntary
Life / AD&D insurance Bank paid Short-Term and Long-Term Disability insurance Employee Stock Purchase Plan Employee Assistance Program Physical Requirements The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting the majority of the time with some walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate. While performing the duties of this job, the employee is regularly required to use hands and fingers, handle or feel, reach with hands and arms, and talk or hear.
May stand for long periods on the teller line. The associate must occasionally lift and/or move up to 15 pounds. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)
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 accommodate your needs in a timely manner. Job Summary At Mountain America, the Member Experience Officer (MEO) recognizes and meets member needs by providing quality service through teller, branch operations, and loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams.
Job Description LOCATION Kimball Junction Branch: 1672 W Newpark Blvd Park City, UT 84098 SCHEDULE Full Time; Monday - Friday 8:45am - 6:15pm; Rotating Saturdays 8:45am - 2:15pm At Mountain America, we are committed to taking care of all our employees. Starting competitive pay of $18.00 per hour and can increase depending on experience, plus incentives
Performance reviews with opportunities to increase compensation Excellent medical and dental benefits with minimal employee contribution (full time employees) Paid time off, volunteer time off, and paid holidays Matching 401K Tuition assistance Professional development And more!
To be effective, an individual must be able to perform each job duty successfully. Member Focus Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone Provides quality service to credit union membership by backssing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts,
servicing existing accounts, and explaining our products and services that best suit our member's needs Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach Fulfills member requests for products and services while looking for ways to grow member relationships and accomplish credit union objectives Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
Follows up with member interactions with thank you notes and phone calls using the MACU (222) approach Loan Servicing Prepares and disburses loans within lending limits and credit union guidelines Originates loans by accepting and reviewing loan applications, interviewing loan applicants, reviewing credit report and cross-sells loans. Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position Cash Transactions Accurately maintains cash drawer.
Accurately and efficiently processes transactions in accordance with established policies and procedures Assists in the opening and closing procedures of the branch Responsible for Branch Security which includes vault combinations, security codes, and member information. Handles all transactions with accuracy and courtesy, while maintain privacy and security. Other Responsibilities While in this position, will travel within regional area (up to 15 miles), to provide assistance to different branches and receive training and feedback from different branch leaders.
Requires occasional travel to other branches Acts as a liaison to Business Services Reaches out to the community through outbound phone calls and by attending SEG events Performs Teller duties as needed Represents the credit union in a professional manner, both in dress and in actions Keeps work area neat and clean Responds to email/voicemail/missed calls/other communication in a timely manner Actively participates and completes product knowledge courses Complies with all regulations as required by law Performs other duties as assigned KNOWLEDGE, SKILLS, and ABILITIES The requirements listed are representative of the knowledge, skills, and/or abilities required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Experience At least one year of retail banking or related sales and customer service experience preferred Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence. Ability to multi-task and maintain composure while handling all member activities and requests Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
Ability to perform mathematical calculations. Ability to communicate effectively using written and verbal communication Education High school diploma or equivalent Licenses, Certificates, Registrations, Trainings To be completed during the first 90 days: Valid Driver's license required. MSR Onboarding Package: Branch Foundations Teller Follow-up Training Annual FSR Certification Training to be completed generally during the first 90 days: New Account Training IRA Training Loan Training Loan Follow-up Training Notary Public NMLS Certification Must be able to qualify annually as a Mortgage Loan Originator under S.
A. F. E Act Registration Computer/Office Equipment Skills Basic computer operating skills Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel) Type a minimum of 35 words per minute preferred Symitar experience preferred Managerial Responsibility No supervisory/managerial responsibilities Other Skills and Abilities Thorough knowledge of credit union policies, procedures and regulations Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service Ability to perform mathematical calculations Ability to communicate effectively using written and verbal communication PHYSICAL ABILITIES / WORKING CONDITIONS Physical Demands Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently Ability to stand, walk, kneel and crouch occasionally Vision Requirements Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more) Weight Lifted or Force Exerted Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally Environmental There are no unusually environmental factors Noise Environment Moderate noise (business office with computers and printers, light traffic) #LI-AW1 Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
experience. Deliver an integrated book of business strategy in which all customers, through all channels, have a Financial Needs backssment and are assigned to the best banker for proactive, ongoing support. Lead by example by consistently using the consultative sales process to proactively identify the financial needs of current and prospective customers, as well as recommend the appropriate solutions to meet those needs.
Source, develop, coach and lead a team that reinforces our Core Values and business strategies. Participate in activities that benefit the communities we serve. Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling
the ethical behavior expected from every employee. Enjoy a well-rewarded career with a company that helps you do your best work each day, provides the tools you need to succeed, and fosters a culture of engagement and support.
Serve as part of a team focused on improving lives and communities. Drive the growth of the small business book of business for the Financial Center. GENERAL FUNCTION: The Financial Center Manager (FCM) is responsible for leading and coaching a team that drives consistent operating rhythms and execution of customer onboarding and ongoing relationship management. Works to actively strengthen the financial center's book of business while providing an exceptional
customer experience. Provides direction and oversight to the sales and service support, daily operations, and staffing needs, etc.
to ensure high level of quality. Each financial center is tiered based on factors such as the number of households, revenue and opportunity. The FCM is accountable for the sustainment and growth of the business. The FCM will promote business growth through the development of deposits, assets, fee-based services and the development and retention of new and existing consumer and business customers. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIESAND RESPONSIBILITIES: Deepen Consumer and Small Business customer relationships by providing a memorable customer experience. Demonstrate and maintain a working knowledge about Fifth Third's products, services, processes, and internal resources to stay informed, guide and lead the team.
Lead by example through consistent use of the consultative sales process to proactively identify the financial needs of the current or prospective customers and recommend the appropriate solutions to meet those needs. Deliver an integrated book of business strategy in which all customers, through all channels, have a Financial Needs backssment (FNA) and are assigned to the best banker for proactive ongoing support. Responsible for sourcing, developing, coaching and leading a team that reinforces our Core Values and business strategies. Cultivate a One Bank culture that proactively collaborates with business partners.
Participate in activities that benefit the communities we serve. Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee. Additional duties as assigned. SUPERVISORY RESPONSIBILITIES: Provides employees timely, candid and constructive feedback; assisting in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize andrewardemployees for accomplishments.
Assist in the development of appropriate talent pool to ensure adequate bench strength and succession planning. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or two (2) or more years of leadership experience in a sales environment. Ability to professionally represent Fifth Third Bank in verbal and written communication. Capable of analyzing credit and financial information. Ability to successfully execute and coach sales activities. Exhibits business acumen. Demonstrated ability in making sound decisions. This position requires S. A. F. E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
The NMLS web site () provides the MU4R questions and registration requiredforemployment in this position. WORKING CONDITIONS: Normal office environment. Extended viewing of computer screens. Periodic travel within the Bancorp footprint to attend meetings and/or training. Financial Center Manager - West Tampa (Bilingual)LOCATION -- Tampa, Florida 33607Fifth 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.
success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry.
Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members. General Accountability The primary purpose of this position is to assist Allegacy Federal Credit Union in living out our Brand Promise: We’ll always do the right thing for your Wellbeing. To achieve this goal, the employee shall live out the Allegacy Behaviors while providing World
Class Member Service to both internal and external members. This position is an integral team member of the Allegacy Investment Group whose primary responsibility is to actively identify and engage both members and non-members identified as High Net Worth (HNW) potential and to enhance the personal and financial wellbeing of these individuals, their families, and their friends and co-workers.
This will be accomplished by employing any and all resources of the credit union. Nature and Scope This position must understand the capabilities of Allegacy’s “three-legged” revenue and service providers: Retail, Allegacy Investment Group, and Allegacy Business Services and work to leverage them
to benefit the member’s wellbeing. Additionally, the position holder shall possess the ability to uncover/identify member assets, liabilities, needs, goals, and objectives and to make referrals to the appropriate credit union resource(s).
This position is responsible for meeting the monthly goals set by the reporting manager. These goals include, but are not limited to, invested dollars, deposits, loans, and referrals. This position also acts as a liaison for community and member related events. Specific Accountabilities Recruit, serve, and maintain mass affluent credit union member relationships, highlighting Allegacy’s distinct approach to holistic financial care, broad expertise, and thorough service offerings Develop and sustain future pipeline of new members through participation in community events, marketing initiatives, networking, and by generating referrals from clients and other business lines Provide sound financial advice through a process-driven approach to financial planning that includes understanding member goals; performing an analysis; presenting strategies; implementation of the plan; and providing ongoing member reviews Serve as a liaison among all lines of business to deepen the member relationship (Allegacy Investment Group, Retail Banking, Business Services, Insurance, Mortgage Lending, Business Development) Maintain ongoing relationships with members including no less frequent than annual relationship planning activities Build branch relationships and support branch staff within a defined territory to uncover the needs of our members through meaningful conversations Deliver consistently exceptional service to members, teammates, and prospects Achieve production and referral goals through the recommendation of suitable banking and investment products, insurance solutions, and other services to meet the goals, time horizon, and member’s tolerance for risk Knowledge, Skills, and Abilities Knowledge of financial planning process as defined in the standards for Certified Financial Planners® Knowledge of the potential revenue sources related to deposits, loans, and financial planning products Commitment to personal and professional development to enhance success of the credit union Commitment to learn from and implement ideas from both internal and external resources so to improve the services provided Commitment to continual training on products and services offered through Allegacy Investment Group and the credit union so to enhance the financial wellbeing of our members Excellent problem solver Excellent teaching skills with the ability to make the complex simple Superior presentation and organizational skills Strong written and verbal communication skills Is a self-starter and can work well collaboratively Sales and relationship driven Advanced level of performance and requires minimum supervision Ability to operate in highly confidential arena POSITION REQUIREMENTS FINRA Series 7 and 63/65 or 66 required Insurance licenses required: Life, Health, and Long-term Care Bachelor’s degree in economics or finance preferred Minimum 2 years’ experience in financial services (banking and/or financial advising) preferred Working knowledge of financial statements Working knowledge of structuring and underwriting loans Proficient in Microsoft Excel, Word, and Power Point Representatives are employed by Allegacy Federal Credit Union and registered through CUSO Financial Services, LP (CFS).
Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit. Non-deposit investment products and services are offered through CUSO Financial Services, L.
P. (" CFS" ), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members.
We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country. EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
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once your application is received, you will be contacted by our partnered real estate school with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories.
Learn more about our history here: /about What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform
the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions.
Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities Represent home sellers and home buyers in real estate transactions Coordinate with third party entities Communicate with leads through in-person meetings, phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform
strategic prospecting methods to find new clients who are interested in selling or buying real estate Qualifications Active real estate license Motivation and willingness to learn and excel in their field Strong communication skills Thrives in a professional atmosphere Entrepreneurial mindset with an appetite for learning new skills Optimistic, hardworking, detail-oriented Comfortable using technology Compensation Real estate agents are independent contractors, not provided a salary or hourly wage.
This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome!
Apply today! In partnership with US Realty Training Job posted by US Realty Training on behalf of Coldwell Banker Powered by Jazz HR