and integrity and represent the credit union’s core values in all interactions. Interactions will involve account transaction processing, account opening, account closing, account research, answering member questions, and providing accurate information regarding credit union products and services.
Essential Functions & Responsibilities: 1. Develop and maintain a clear understanding of credit union products and services to talk confidently with members about their financial needs and cross-sell appropriate solutions to meet those needs. 2. Be proficient in all teller transactions, including deposits, withdrawals, transfers, loan payments (including Visa), cashier's checks, and wire transfers.
Understand and apply proper procedures to open and close accounts (all share types) and be familiar with IRA rules and regulations. Become cross-trained in all vault management.
3. Actively listen to members needs and offer appropriate solutions for overcoming a financial challenge or achieving a financial goal, utilizing credit union loan and deposit products. Refer problems that are beyond their authority to their supervisor along with recommendations. 4. Make decisions that align with the credit union's core values while adhering to policies and procedures. 5. Develop an understanding and working knowledge of the credit union history, philosophy, organization, bylaws, policies, procedures
and appropriate software systems. Perform all other job-related duties as assigned.
Performance Measurements: 1. Attention to detail - The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules. 2. Member Focus - The degree to which member service is demonstrated in the day-to-day business environment. The level of support for co-workers as well as outside members, clients, etc.
3. Problem Solving - The ability to predict, recognize, and define problems. Skill in generating, selecting, and implementing timely and meaningful solutions. 4. Teamwork & Cooperation - The degree to which individuals promote a collaborative, cooperative, and productive working environment. The level of demonstrated sensitivity, team building, support, and respect. The degree of synergy promoted. 5. Confidentiality - The ability to preserve sensitive and important information or data. Confidential information is not revealed outside of the company, except as necessary in the ordinary course of business.
Knowledge and Skills: Experience One month to twelve months of similar or related experience. Education A high school education or equivalent. Interpersonal Skills Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. Other Skills Good computer and communication skills. Physical Requirements Powered by Jazz HR
accurate reporting and financial transactions through the POS systems. Prepares all settlement paperwork in a consistent and organized manner. Knowledgeable, actively promoting company marketing and promotional events, and proficient in answering guest questions.
Complies with all Company and Department Policies and Procedures. Complies with State Regulations and Company Internal Controls. Communicate (both written and verbal) with and promote positive team members and guest relations. Maintain professionalism at all times when working with other team members and/or guests. Performs all other duties as assigned. JOB REQUIREMENTS: Prior cashier, money handling, and/or customer service
experience, is required. Knowledge of the Thoroughbred Racing Industry preferred Must be able to successfully complete and maintain the background check and licensing process, required by the Delaware Gaming Enforcement during employment.
Must be able to wear and appear comfortable in the assigned uniform provided by Delaware Park. Must be able to walk and/or stand for at least a full eight (8)-hour shift. Ability to bend reach, pull, push, kneel, squat, and grasp as needed. Must be able to work a flexible schedule according to business needs, including evenings, weekends, and holidays. Ability to perform duties at various station assignments that are busy with limited space have high
volumes, diverse clientele, noise, music, minimal and/or bright lighting, and variation of climate control.
The ability to work in a fast-paced environment and effectively communicate with guests, co-workers, and management is mandatory. Must be able to handle all types of guest-related situations, and relay all guest compliments and complaints to Mutuels Management. Powered by Jazz HR
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 Relationship Banker (Commercial Lending) in Los Angeles, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.
Essential Functions: Responsible for acquiring, analyzing and maintaining client relationships. Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. Analyzes risks and profitability of assigned client base to ensure ongoing profitability
and conformity with credit terms. Solicits the sale of additional products and services to meet clients' needs.
Develops and implements marketing plans for expanding business. Negotiates loan terms and conditions. Remains well versed in industrial, economic and financial situations relating to assigned clients. May be assigned specialized industry or market segments. Other duties as assigned. Qualifications: Requires a bachelor's degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience. A combination of education and experience may meet requirements. Basic knowledge of bank products, credit and commercial lending techniques and procedures.
Ability to expand loans, client relationships and bank products. Must have good interpersonal, oral and written communication skills needed to create relationships with loan clients. Good analytical and negotiation skills. Limited use and/or application of basic lending principles, theories, and concepts. 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 $105k - $138k depending on job-related factors such as level of experience.
Service Representative (CSR) and Teller, providing Branch Management with the ability to deliver quality customer service at an enhanced level. The Universal Banker opens new accounts, processes monetary transactions, explains to customers the products and services that Apple Bank has to offer, resolves customer issues and builds relationships with customers based on trust.
The Universal Banker recommends solutions based on customer needs, offering suitable bank products and services and will refer the customer to a licensed representative of ABS Associates of NY, Inc. when appropriate. This position acts as a full service, single point of contact at select branch locations. ESSENTIAL
DUTIES AND RESPONSIBILITIES Provides exceptional customer service by engaging clients in a friendly and professional manner. Handles all aspects of teller operations.
Processes transactions accurately, efficiently and in accordance with established policies and procedures. Establishes, retains, and deepens relationships with existing and potential customers to achieve team sales goals and provide quality customer service. Supports sales objectives and campaigns by recommending suitable bank products and services as well as making appropriate referrals to ABS Associates of NY, Inc. Maintains a detailed level of knowledge of banking products and services. Communicates all disclosures, rules
and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.
Meets all Teller and Customer Service Representative referral goals. Ensures accurate new account record keeping practices and performs corrective follow up on incomplete, incorrect, or outstanding signatures, social security numbers and identification in accordance with the Bank's CIP program. Proves daily transactions within a reasonable time frame; safeguards cash and negotiable instruments assigned. Complies with all audit, regulatory, and security procedures, adhering to the Bank's Code of Conduct. Performs additional duties as needed or requested.
Displays willingness to be cross-trained in other branch functions. Assists with the preparation and completion of reports. Assists with the opening and closing of vault, safe, and ATM machine. Assists with the training of newly hired Tellers, Customer Service Representatives, and Universal Bankers. Maintains technical and professional knowledge by attending educational workshops. Ensures the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc. ) Works weekends and extended hours or at neighboring branch locations when needed.
SKILLS, EDUCATION, AND EXPERIENCE High School Diploma or GED required. Must have 1 year of experience each in the Teller and Universal Banker positions or prior banking experience required. Possesses detailed knowledge of the bank's products and services Showcases an ability to problem solve and provide solutions to customer issues. Exhibits an ability to present a confident and professional demeanor to customers. Displays excellent listening, communication (verbal & written) and interpersonal skills. Demonstrates strong organizational skills and must be accurate.
Self-motivated and ability to multitask effectively; detail oriented. Displays professional telephone skills. Displays sound judgment and discretion when utilizing confidential information. Possesses a strong work ethic, positive attitude, and computer skills. Apple Bank offers Medical/Dental, Vision, 401k and Tuition Reimbursement to full time employees. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
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
" Best Banks to Work For" and for having a top banking team in its list of " The Most Powerful Women in Banking. " Our customers consistently vote us as the best bank in our local markets. We value our employees, and are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success.
We recognize that banking is a " local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched
401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
The Team you will be working with: The Power & Project Finance Group who are a specialized team of experienced industry experts with a proven record of structuring and efficiently executing custom financing solutions for owners of power generation assets and power-related infrastructure projects across the United States. The team provides construction and term debt, acquisition financing, revolving credit facilities, and letters of credit for projects in the solar, wind, natural gas-fired, energy storage, geothermal,
hydroelectric, and transmission sectors. This team's deep experience is complemented by the full product suite of Zions Capital Markets, enabling the team to perform all essential roles of a syndicated project financing, including loan syndications, administrative agency services, and interest rate hedging.
Typical project financing transactions range from $50 million to over $500 million. Essential Functions: We are looking for a Power and Project Finance Associate in El Segundo, CA or Denver, CO to be charged with the following responsibilities: Responsible for financial modeling and analysis, identifying key risks, assisting senior bankers with loan structuring and pricing, preparing extensive written credit analysis, and assisting with credit presentations.
Provides analytical, underwriting and marketing support during the origination and execution of new lending opportunities. Responsible for reviewing loan documentation and due diligence materials. Keeps informed of financial and market trends in the power and energy industry and the impact this has on new opportunities as well as the existing portfolio. Applies all applicable credit policies and internal processes for the execution and funding of new transactions. Develops relationships and credibility with key internal constituents.
Develops external relationships with clients including junior members of client companies and serve as a backup contact for clients when primary relationship managers are unavailable. Acts as primary account officer on assigned transactions within the portfolio, including maintaining accurate risk ratings, executing amendments, preparing monitoring materials and other tasks and administrative items. May assist with the training, development and work review of other analysts and associates. Some travel is required. Other duties as assigned Qualifications:   Requires a Bachelor's degree in finance, business, accounting or a related field and 4+ years of experience in commercial lending, investment banking, project finance advisory or relevant buy-side experience.
An equivalent combination of education and experience may meet qualifications. Advanced knowledge of project finance, power generation, project development, structured finance, leveraged finance, investment banking or private equity investing. Proven ability to organize multiple demands on time and assist with the oversight, training and development of junior bankers. Strong attention to detail and high degree of proficiency producing written analysis of financial statements, modeling outputs and key risks and mitigating factors.
Strong analysis and Excel-based financial modeling skills. Strong verbal communication skills with the ability to quickly establish credibility with new people and cultivate relationships (internally and externally). 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 $120,000 - $135,000 annually depending on job-related factors such as level of experience.
you value teamwork, a fast-paced environment, and an ideal job to grow a career in banking! Weekly Scheduled Hours: 9:00am - 5:00pm Monday-Friday Key Responsibilities Include Collaborate with team members to provide outstanding customer service Process financial transactions for clients Work with clients to open and administer their accounts Assist with loan applications and other products and services Educate clients on our products and services Appropriately cross-sell and refer clients to other internal groups Participate in client calling activities Assist in training new associates Assist with all other aspects of operations as needed Qualifications Include High school diploma or equivalent
1 year of related experience as a teller preferred or an equivalent combination of education and experience Experience with a 10-key calculator and Microsoft Outlook, Word, and Excel As part of the employment process for this position, you will have to meet the requirements of a background credit check.
This position requires compliance with the S. A. F. E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- /First-Horizon-National-Corporation/Careers/Our-Benefits
About Us First Horizon Corp.
(NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U. S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.
S. Bank. Follow Us Facebook -- /First Horizon Bank Twitter -- /First Horizon Bnk Linked In -- /company/first-horizon-bank Instagram -- /first_horizon You Tube -- /channel/UCEVs5OMj-b0H9Dr5Q209_-Q 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)
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 Part-Time Client Service Associate (Teller) to provide top notch customer service to our clients and customers at our Millbrae, CA branch.
  If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts,
issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.
Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources Identifies and maximizes cross-sell banks opportunities through exploring needs 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 Schedule: Monday - Friday, 10:30am - 5pm Benefits: Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Paternal 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 This position is eligible to earn a base salary in the range of $21 - 23 hourly depending on job-related factors such as level of experience.
to determine the merits of loan requests, recommending structure, as well as identifying cross selling/referring opportunities of other deposits services. The Portfolio Manager will maintain and build loan portfolio and deposit balances, generate fee income and make referrals within the Bank.
Duties & Responsibilities: Ensure the portfolio administration and risk management of each client relationship is in compliance with established bank credit policy, procedure, and business strategy as well as commercial and regulatory guidelines. Responsible for credit risk and quality of the portfolio. Monitor clients' compliance with all terms/requirements set forth in Loan Agreement including
but not limited to: repayment terms, loan covenants and financial reporting. Responsible for oversight of clients' financial condition, ongoing operating performance and repayment ability of all other accounts.
Takes necessary and appropriate action to ensure repayment of past due loans or overdrawn accounts. Work with Relationship Managers and/or Market Presidents on due diligence and backssment of new loan opportunities. Analyze customers' financial data & structure and perform ongoing credit management Coached in the responsibility of early detection of problem loans and generation of reports for management of weak and criticized loans. Qualifications: Knowledge of: Strong understanding
of credit structuring and monitoring skills, bank policy, compliance, the industry and market information Strong sales and customer service skills Strong oral and written communication skills Ability to: Analyze and interpret numerical data Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents Make independent and difficult decisions within parameters of the Bank's loan policies Originate new procedures and approaches to problems Perform duties with frequent interruptions and time pressures in highly interruptive conditions Education Requires Bachelor's degree in Finance or Accounting.
Requires 5 or more years of professional work experience. Pursuant of CFA Charter or like designation. Requires knowledge of Microsoft Office. 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.
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
retail banking team. The PB I demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships.
This entails processing transactions, backssing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. Dedication to daily personal growth through active learning. Adapting
to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Execute customer requests with speed and accuracy.
Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Qualifications, Knowledge and Skills:2-3 years of previous teller experience
required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions.
High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
Work involves some travel to attend meetings, training, and so forth. Pay Transparency Nondiscrimination Provision: Equal Opportunity Employer EEOC M/F/D/VThis Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI233010678
and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring,
and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Sales: Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship. Demonstrates proficiency in the utilization of consultative and advice driven sales; manages
execution of client service standards to develop and retain lasting client relationships.
Develops and strategically executes personal business plan to achieve defined revenue and business objectives. Client Experience: Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards. Utilizes the Life360 process when working with team members to deliver advice based solutions. Collaborates with a customized team of specialists to deliver high-quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management. Identifies and refers opportunities providing for the utilization of advanced planning solutions.
Coordinates and collaborates with client third party advisors (e. g. attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals. Partners and leverages internal and external service providers to optimize effectiveness and efficiency. As primary contact, resolves problems in a timely and effective manner. Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. Accountable for the organization, development and execution of client reviews that are in keeping with service standards to ensure client needs are being met.
E. g. Annual Client Reviews and quarterly updates, etc. Utilizes the Life360 process to continually challenge and collaborate with the client to articulate and achieve their goals. Manages overall profitability of client relationship. Ensures process information recorded timely in CRM regarding status and activities. Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.
Acts as primary point of contact for COI within Bank. Accountable for implementation of recommendations delivered to client. Leads the 90-day client on-boarding process. Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives. Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank. Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups. Other: Experienced operating in an environment that stresses both individual accountability and team-based performance.
Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels. Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. Actively participates within professional and community organizations. Actively networks and effectively builds relationships internally and externally of the Bank MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelors degree or equivalent work experience required.
Business Administration, Finance, or Economics is preferred. CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement. Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.
Minimum of eight (8) years of successful sales/client service experience in financial services industry. Stays abreast and informed of regulatory and governmental changes that impact clients. Works with specialists to keep up-to-date on services and solutions. Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials and solutions. Uses effective problem solving and analytical skills.
Computer / Technical: Ability to use software including: Word, Excel and Power Point, CRM or related systems. This position requires S. A. F. E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site () provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of CRT screen. Wealth Management Advisor II - Eastern Michigan LOCATION -- Birmingham, Michigan 48009Fifth 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.
We also provide support across the organization by recommending and championing technology solutions and initiatives through alliances with fellow business partners that promote and support the vision, mission, and objectives of Navy Federal. This role will be on the Conversational Banking AI Training Team which provides simple and personalized experiences to members leveraging Artificial Intelligence for automated 2-way interactions via chat and phone to optimize self-service and expansion of member engagement options across digital channels.
The Summer Associate Program is a 12-week internship program beginning in May 2024 and ending in August 2024. Students will work on impactful projects
and meaningful work during their internship. To qualify for this position, applicants must be currently pursuing a degree from an accredited college or university and have an anticipated graduation date of December 2024 or later.
Responsibilities Analyze data from AI chatbot Provide recommendations based on analysis Tuning/Training of an AI chatbot Work closely with team Analyzes and synthesizes internal and external insights and marketplace trends; focus on creating value for members Qualifications Currently pursuing a bachelors or master's degree in a quantitative field like data science, statistics, computer science, quantitative finance, or economics Experience with research, analysis,
and data manipulation Experience using programming and analytic tools such as: Python, R, SQL, or Tableau Strong problem-solving, critical, and analytical thinking skills Good communication and presentation skills Comfort working with large datasets and understand the basic database concepts Ability to work independently and think outside of the box Ability to look at customer data and being able to take text, clean it up & build on it Ability to process large data sets and provide actionable results Serve as an agent of change, looking for new ways to solve membership problems and collaborate as a team Familiar with Agile methodologies/principles Hours: Monday - Friday 8:00AM - 4:30PM Location: 141 Security Dr.
Winchester, VA 22602 Navy Federal is now hybrid! Our standard enterprise requirement for a hybrid schedule is to report onsite 4-16 days each month. The number of days reporting onsite will ultimately be determined by the employee's leadership and business unit needs. You will learn more throughout the hiring and onboarding process. About Us You have goals, dreams, hobbies, and things you're passionate about-what's important to you is important to us. We're looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them-friends, family, and passions.
And we're looking for team members who are passionate about our mission-making a difference in military members' and their families' lives. Together, we can make it happen. Don't take our word for it: Military Times 2022 Best for Vets Employers Way Up Top 100 Internship Programs Forbes 2022 The Best Employers for New Grads Fortune Best Workplaces for Women Fortune 100 Best Companies to Work For Computerworld Best Places to Work in IT Ripplematch Campus Forward Award - Excellence in Early Career Hiring Fortune Best Place to Work for Financial and Insurance Services Equal Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace.
Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/Disability Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need.
An backssment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union backsses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
cross-sells bank products and services and directs customers to the appropriate personnel for further assistance. Additional duties: Opens deposit accounts and ancillary deposit services Processes paying and receiving transactions Balances transactions and cash ensuring paper documentation and negotiability and an adequate audit trail Uncovers customer expansion opportunities and refers customers to proper bank personnel Performs account maintenance and related activities Adheres to established internal controls on regulatory requirements ensuring compliance Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved Qualifications: High
School diploma or GEDMinimum of two years of retail/sales or banking experience required Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred Skills: Demonstrated experience with Microsoft Office Suite Excellent interpersonal, communication skills, and written communication Solid organizational skills and attention to detail Ability to work in a fast-paced, team-oriented environment Demonstrated ability to maintain confidentiality Lifting
in an office setting may be required up to 30 lbs.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Candidates should possess deep knowledge of the industry, clients, their priorities and pain points. Should have experience proactively identifying complex/subtle problems and guiding the team or client to effective solutions, coordinate and develop cross consulting opportunities and complete CLIENT services solutions within the account.
Candidate will also be responsible to develop joint thought leadership with the ISU/accounts. Ability to focus aggressively on achieving revenue and margin, demonstrating control over the sales pipeline. Responsibilities: --- Drive high value client relationships --- Sell and deliver business transformational programs --- Integrate consulting skills to
CLIENT' sales and delivery --- Act as trusted advisor to the client and consulting partner of choice internally --- Build domain consulting-based solutions leveraging multiple CSI solution practices.
Bring together advisory and delivery capabilities of CLIENT --- Significantly increase the consulting wallet share in large key accounts; meet/exceed revenue targets --- Integrate into the account strategy and become a key component of leadership and driver of overall CLIENT revenue growth. --- Exhibit thought leadership to establish CLIENT brand in the client consulting space --- Apply industry domain experience to solve business issues. --- Leverage best practices from other client solutions
and delivery --- Create business access to non-IT executives --- Develop deep domain based Cx relationships that drive the client's strategic agenda --- Provide business ideas and innovation for strategic positioning of CLIENT --- Strengthen the consultative skills and leadership within an account --- Develop and leverage internal CLIENT Services relationships Candidate should possess a deep understanding in several functional banking domain areas including: Primary leadership in: --- Corporate Cards --- Acquisition --- Merchant Servicing --- Collections --- KYC --- On-Boarding Secondarily competent in: --- Treasury Services --- Commercial Lending --- Payments --- Mobile Banking --- Open Banking Required Candidate Attributes: --- Must be currently employed --- In current position, preferably for a top-tier consulting company, for 4 or more years --- Has worked in a top-tier consulting company, preferably the Big-X, for 8+ years o The following companies are considered " top-tier" Accenture, Capgemini, Clarkston, Deloitte, EY, IBM, KPMG, Oracle Consulting, Pw C and SAP --- Has served in a professional services consulting/advisory capacity for 10+ years --- Has experience in any of the following processes for 8+ years: o Customer Experience, Finance Transformation, Program Management or Strategy and Change --- Has experience in any of the following technology platforms for 8+ years: o SAP, SAP S/4 HANA, Oracle, Oracle Cloud, Salesforce or Microsoft --- Banking and financial services industry domain experience: 10 - 12+ years preferred --- Worked at fewer than 3 companies over the past 10 years Candidate Must Also Demonstrate the Following: --- Track record of annually generating multi-million dollars of consultative solution sales at Banking and Financial Services clients.
--- Verifiable list of senior executive contacts where the phrase 'senior executive' equates to an individual who can give the final say on consulting contracts leading to an annual consulting revenue stream of $10M+.
--- Experience with target account business development planning and execution (strategic planning, demand generation, opportunity identifications, opportunity pursuit, sales closure) within (Domain) in clients. Previously played " trusted advisor" role to client executives and where applicable, account teams. --- Hands-on experience performing demand generation activities including, but not limited to, attending social client gatherings, creating 'pitch' presentations, delivering pitches, and defining ROI.
Previous experience in all aspects of " running" a business, including: managing teams, managing to metrics, effective financial management, identifying opportunities for internal collateral/offerings Develop and continuously maintain a $50M+ consulting pipeline of sales Develop and continuously maintain a $100M+ large deal pipeline of opportunities that leverage the BPO, ADM and other large CLIENT services. Lead the development, maintenance and implementation of CLIENT' consulting business advisory development strategy for select accounts.
Identify and convert opportunities for CLIENT services into delivered revenue streams across consulting and other CLIENT Practice units --- Oversee delivery engagements and handle the issues and follow-on opportunities resulting from this type of role. Develop innovative intellectual capital and thought leadership in (Domain) for senior client presentations and external publication. --- Manage all operational aspects of select accounts including but not limited to: account strategy, pipeline management, revenue forecasting, WON management/allocations, revenue/cost/GM management and remediation, unbilled and leakage, etc --- Demonstrated ability to expand client relationships up-line to " CX" level.
--- Aggressive analytic and problem solving excellence --- Past experience managing all aspects (sales, delivery and operations) for large clients, a business or line of business --- Superior written and oral communications skills. --- Dynamic time management under pressure and constantly changing priorities. --- Ability to overachieve against personal and team performance metrics in a highly matrixed multi-culture global operating model. Strong team player in achieving alignment without consensus