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POPULAR
Lead Teller III - Quincy
1
Lead Teller III - Quincy
Tallahassee, FL
Jan 02, 2024

and the Teller line balances at the end of each day. Provides leadership in delivery of consistent, predictable and exceptional client experiences and refers additional services and products to clients. Motivates and leads team to achieve goals and objectives.

Supports all aspects of the office in union with the Client Experience Manager (CXM) while leading through influence and driving the associate experience. Partners with Client Experience Manager, Internal Control Specialist (ICS) and Regional Experience Manager (RXM) to achieve service and sales goals of office. Responsible for own Teller drawer. ---Lead Teller I will manage a headcount of 3 or less associates. ---Lead Teller II

will manage a headcount of 4 to 6 associates. ---Lead Teller III will manage a headcount of 7 or more associates. All associates at Capital City Bank have access to confidential client information and must practice discretion at all times.

Principal Duties and Responsibilities ---Lead a team of Tellers and serve as an example of providing an excellent client experience including building relationships and engaging clients in needs-based conversation. ---Responsible for new Teller training in the office, as well as continuation of ongoing training of Bank transaction policies and procedures. Complies with Training Check List, Teller Certification Check List, and Accountability Chart. ---Coach,

mentor, and provide feedback to the team utilizing performance management tools to attract, retain, and develop talent in the office.

---Assist the CXM in performance management and new hire selection. ---Maintains Teller performance standards, ensuring adherence to standards, including investigating and reporting and tracking overage or shortages in accordance to internal policies and procedures. ---Support the Teller line in escalated client complaints and concerns and work with the CXM, as needed, for resolution. ---Provide solutions to our clients while identifying opportunities and acting on them. Coaches Tellers on same. ---Prepares and conducts reviews for Tellers; makes salary recommendations.

---Ensures compliance with cash targets established for office through CETO system. ---Performs weekly/bi-weekly cash duties in compliance with procedures. ---Ensures adequacy of currency in ordering and balancing for office. ---Performs all principle duties and responsibilities of a Teller as needed. Employer determines the essential functions of the job. All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard.

Associated Duties ---In the absence of the CXM, acts in support of the entire office, beyond the Teller line ---Attends Delivery management meetings as required ---Meets production goals defined by CXM and Bank ---Responsible for overrides, as applicable ---Ensures security functions are completed timely including all clear signal, security alarm testing, separation audits, open/close procedures, over/short GL review ---Provides oversight of key/combo log ---Maintains error rates within specified guidelines ---Provides additional support to manager and department colleagues ---Completes all assigned/required Bank training within established timelines Knowledge, Skills and Abilities (KSA) Required The following KSAs are usually acquired through post high school education with 2 years supervisory or 1 year management experience.

---Effective management and supervisory practices ---Ability to communicate effectively and interact positively with clients, associates and business partners ---Ability to follow detailed instructions and a wide range of procedures, requiring some independent judgment ---Demonstrable sales experience ---Requires concentration to avoid mistakes in counting cash ---Ability to perform basic mathematical computations using various business machines and/or computers.

---Must be able to stand for long periods of time ---Ability to print legibly and accurately on forms and records ---Must have attained the age of 18 for coverage under insurance bond Education High school diploma or equivalent. Relevant experience may substitute for the education requirement. Working Conditions ---Lobby/professional environment. ---Regular contact with clients, associates, Client Experience Manager, Internal Control Specialist, support staff and business partners.

---Lifting of heavy coins. ---Position requires standing, stooping, kneeling, and squatting. ---Receiving currency from all sources causes environment to be slightly unclean. ---In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity. Capital City Bank associates are our greatest asset. We offer the following benefits: Medical, Dental and Vision Life Insurance 401(k) with Matching Flexible Spending Accounts Tuition Assistance Stock Purchase Discounts on Products and Services EOE/Protected Veterans/Disabled/Drug Free The above declarations are not intended to be an " all-inclusive" list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job.

Rather, they are intended only to describe the general nature of the job. THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time.

This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate. 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)

POPULAR
Relationship Banker - West Orange Financial Center
1
Relationship Banker - West Orange Financial Center
West Orange, NJ
Jan 02, 2024

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

POPULAR
Client Support Manager, Personal Trusts
1
Client Support Manager, Personal Trusts
Indianapolis, IN
Jan 02, 2024

as well as with Bank regulatory requirements. Essential Functions: Assists in opening and closing accounts, maintains regular client contact, and responds to client questions (both written and oral) in a timely manner, ensuring superior service levels Analyzes and researches account matters and makes recommendations to the client and/or Trust Officer as appropriate Coordinates and processes bill payment, disbursements, checks, transfers, wires, and deposits to and on behalf of clients, consistent with account documents May assist with discretionary distribution process with Trust Officer guidance Assists with the preparation of administrative, real estate, and unique asset reviews, and related

committee follow-up tasks Coordinates payroll for employees of clients, interacting with external vendors as appropriate Prepares quarterly tax estimates and processes real estate tax payments for client accounts Creates client correspondence, spreadsheets and reports as needed, including follow-up lists for committees and special projects as appropriate Participates in client meetings as necessary In consultation with Trust Officer, may refer to trust agreements and related documents for trust administration purposes Monitors accounts on a daily basis for cash overdrafts and assists Trust Officer in forecasting client cash needs for distributions Assists with receipt, set-up and release of client

assets Complies with all banking regulations and our own Bank policies and procedures Performs miscellaneous administrative functions, including but not limited to reviewing daily mail, coordinating client correspondence and special mailings, photocopying, filing, document retention, and compiling marketing materials Provides critical back-up for other Client Support Managers within department May participate in committees, sub-committees, panels, and other work groups as appropriate.

Required Education, Experience and Skills: High School diploma or equivalent One year experience as a trust assistant and/or Minimum of two years' experience in an administrative role supporting client service professionals; a minimum of two years banking experience and/or supporting personal trusts preferred Proven written and verbal communication skills, with strong emphasis placed on responsiveness and customer service skills Excellent interpersonal skills, exhibiting a high degree of professionalism Strong team orientation and demonstrated work ethic High degree of accuracy and attention to detail Excellent problem-solving skills and ability to make decisions to resolve problems Strong organizational and time management skills Computer proficiency, including proven mastery of Microsoft Word and Excel, virtual meeting software

POPULAR
Branch Relationship Banker (Las Vegas Area) - Bilingual Spanish / English
1
Branch Relationship Banker (Las Vegas Area) - Bilingual Spanish / English
Las Vegas, NV
Jan 02, 2024

more than 60 years. By embracing the bank's Core Values of extraordinary service, adaptability, teamwork, communication, development, accountability, community, and respect-we have built a culture of service and engagement. NSB has a commitment to career development through tuition reimbursement and continuous learning opportunities, in addition to other competitive benefit offerings.

We offer medical benefits on day one, 401k matching, and paid holidays. With a strong belief in diversity, equity, and inclusion, NSB offers several colleague-led diversity forums with the intent to ensure representation and cultural sharing among our colleagues. At Nevada State Bank, we truly believe that

it matters WHO you work with. We are looking for a Branch Relationship Banker to join our team. Selected candidate will be placed within Las Vegas, North Las Vegas, or Henderson area.

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: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative bank

department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products.

Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. Other duties as assigned. Qualifications: 2+ years' experience as a universal banker/personal banker or similar retail banking role. An equivalent combination of education and experience may meet qualifications.

Bilingual Spanish/English preferred. Previous experience in a financial sales representative oriented role preferred. Proficient knowledge of mathematical calculations and standard banking products, services and transactions. Strong knowledge of all retail products and services. Basic knowledge of consumer lending applications. Strong customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Strong mathematical, problem-solving and negotiation skills.

Strong interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. High School diploma or equivalent. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, plus 2 Additional Paid 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 Pay range (depending on experience): $20 - $24/hour

POPULAR
Traveling Support Associate (Teller & Personal Banker) - Chiefland
1
Traveling Support Associate (Teller & Personal Banker) - Chiefland
Gainesville, FL
Jan 02, 2024

and maintaining cash drawer. Provides quality client service. Answers general questions regarding Bank products/services, recommends additional services to clients and makes referrals accordingly. Travels and works in offices that are experiencing staffing shortages on the Teller line.

This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. All associates at Capital City Bank have access to confidential client information, and must practice discretion at all times. Principal Duties and Responsibilities: 1. Recommends and refers additional Bank services and products, retaining a working knowledge of all Bank

services and products to the extent that the majority of client inquiries are easily and accurately answered. 2. Accepts deposits and withdrawals from clients on business, personal and savings accounts.

3. Accepts checks for cashing or paying, and verifies endorsements and funds. 4. Sells Official Checks and Travelers Checks. 5. Accepts consumer/commercial and other bank loan payments. 6. Works deposits from night depository. 7. Balances money in drawer with Teller machine daily. 8. Opens and closes Teller window in accordance with procedures. 9. Completes Currency Transaction Report (CTR) and hold forms as required. 10. Attends meetings as required. 11. Issues cash advances. 12. One

year commitment to position is required, before internal posting for other positions within the bank is permitted.

Employer determines the essential functions of the job. All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT at all times. Associates will consistently follow policies and procedures as established by Capital City Bank. Associated Duties: Provides additional support to manager and department colleagues. Completes all assigned/required Bank training within established timelines. Knowledge, Skills and Abilities (KSA) Required: The following KSAs are usually acquired through high school education with specialized business training course(s) and/or three to twelve months cash handling experience: 1.

Must have reliable transportation and a clean driving record. 2. Excellent interpersonal skills, ability to communicate effectively and interact positively with clients as well as fellow associates. 3. Ability to follow detailed instructions and a wide range of procedures requiring some judgement. 4. Requires concentration to avoid mistakes in counting cash. 5. Ability to perform basic mathematical computations using various business machines and/or computers. 6. Ability to apply initiative and work with little supervision.

7. Ability to exercise sound and reasonable judgment. 8. Ability to stand for long periods of time. 9. Ability to print legibly and accurately on forms and records. 10. Sales experience is preferable, particularly in cross-marketing products and services. 11. Must have attained the age of 18 for coverage under insurance bond. 12. Must adhere to Bank's Motor Vehicle Guidelines. Education: Minimum high school diploma or equivalent. Some college preferred, but not required. Relevant experience may substitute for the education requirement. Successful completion of in-house training program or other approved training program is a plus.

Working Conditions: Travel to various offices. Driving as required by position. Regular contact with clients, associates and supervisor. Some handling of heavy coins. Receiving currency from all sources causes environment to be slightly unclean. In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity. Capital City Bank associates are our greatest asset.

We offer the following benefits: Medical, Dental and Vision Life Insurance 401(k) with Matching Flexible Spending Accounts Tuition Assistance Stock Purchase Discounts on Products and Services EOE/Protected Veterans/Disabled/Drug Free The above declarations are not intended to be an " all-inclusive" list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT.

This job description does not restrict Capital City Bank from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate. 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)

POPULAR
Universal Banker II - North Port
1
Universal Banker II - North Port
Venice, FL
Jan 02, 2024

are met. Identify 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. Lending experience preferred. Requires knowledge of Microsoft Office. Universal Banker ll Qualifications Knowledge of: Strong sales, customer service skills, oral and written communication skills The basic tenets of lending and backssing a customer's financial needs 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.

POPULAR
Commercial/Agriculture Loan Officer
1
Commercial/Agriculture Loan Officer
Coralville, IA
Jan 02, 2024

portfolio maintenance and various customer services as required Manages full service of loans, primarily Agriculture and Commercial within Bank policies Coordinates with loan processing department to ensure all required documents are prepared Sell new loans, on-going maintenance monitoring of loans booked, answer loan related questions or items directly with customers and support staff in the bank Compliance with regulatory rules and regulations; complete bank training as necessary Maintains collateral documentation, financial statements, and other lending activities.

Reports status of loan portfolio to Board and Loan Committee Stay abreast of trends, economies, and outlook Collection

and assistance of past due accounts Represents the bank and provides leadership in key community activities, including business, charitable, civic, and social organizations to maintain a proper responsible citizen stature for the bank Other duties as assigned Requirements for this position include the following: High School Diploma or equivalent.

Bachelor's degree in business or finance preferred 3-5 years' experience in banking, finance, or related field. Strong background in lending and operations. Experience loan processing preferred Microsoft Office Must be able to maintain high standards of confidentiality. Knowledge of financial products and services. Knowledge of government regulations pertaining to lending and products/services. Good administrative and organizational skills.

Superior written and verbal communication skills, interpersonal skills

POPULAR
Business Development Officer
1
Business Development Officer
Worcester, MA
Jan 02, 2024

impeccable standards and thrives in an environment where you'll be rolling up your sleeves and working alongside your teammates every day. If this sounds like what you've been looking for, then we want to hear from you! Position Overview: As our new Business Development Officer, you will be a hands-on professional, responsible for generating new business opportunities in the Worcester market.

Your focus will be on gathering new deposits, adding new customers, and identifying, developing, and generating new small business deposit and revenue opportunities. In this position you will be responsible for delivering bottom-line results by developing and executing effective sales plans and tactics

while also conducting results-driven business development activities. Essential Duties: Accountable for gathering deposits, creating revenue, and cross-selling Uni Bank products and services to existing and new customers.

Plan for and conduct retention and business development calls for existing, potential and new Bank customers. Specific focus on delivering business results and developing lasting customer relationships with Uni Bank. Discuss customer and prospect needs, problems, or concerns with immediate manager and recommend resolutions as appropriate. Maintain a list of potential prospects, referrals and active and viable leads to develop new business and expand current client base.

Upon development of business leads, arrange meetings between customers or prospective customers and appropriate Bank employees.

Maintain and continuously expand the knowledge base of competitor activity within the Worcester market area through site visits, media reviews and networking; prepare reports of these activities to Uni Bank's management team as requested. Routinely provide input and recommendation to management about relevant developments that may impact Uni Bank. Represent Uni Bank and various civic and community functions and event to develop new business, increase deposits and to enhance Uni Bank's image in the community; promote a favorable image of the Bank in all business activities within the Worcester market.

Interview customers with the purpose to obtain and compile necessary documentation and financial information to process a variety of requests, including deposit and loan accounts, debit cards and cash management services. Make recommendations and participate in disseminating certain marketing programs for Uni Bank's products and services. Other duties as assigned. Education, Skills, Training and Work Experience: Bachelor's Degree required. Minimum 2 years of banking experience required. Prior business development experience necessary for success.

Commitment to continuous education expected. Demonstrated ability to handle challenging situations with poise and tact. Able to clearly articulate ideas and information consistently, effectively in both written and verbal communications. Must have proficient computer skills, including Word, Power Point, and Excel, and excellent interpersonal, organizational, verbal and math skills. Preference will be given to candidates who have bilingual proficiency. Able to work independently and as a member of a team. This position is subject to SAFE Act Registration Requirements.

Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, status as a veteran or as an individual with a disability. Participant in E-verify

POPULAR
Associate Banker - Orland Park (Wolf Rd. )
1
Associate Banker - Orland Park (Wolf Rd. )
Orland Park, IL
Jan 02, 2024

and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.

As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless

execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

Contributes to meeting branch business results and the customer experience. Supports operational activities (e. g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work

information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.

Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits.

Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.

Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers.

An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $41,715.00 - $45,357.50 The base salary represents BMO Financial Group's hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: We're here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.

By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http: //jobs. /us/en BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to interaction, gender identity, interactionual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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Relationship Banker - Bristol Farmington Avenue Financial Center
1
Relationship Banker - Bristol Farmington Avenue Financial Center
Bristol, CT
Jan 02, 2024

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

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Loan Processing Manager
1
Loan Processing Manager
Garden Grove, CA
Jan 02, 2024

--- Work with a team of processors and junior processors to manage and oversee pipeline --- Meet expectations for communication to clients and close times --- Track metrics between stages of the loan process --- Communicate with clients in one off scenarios What We Offer: --- High-Quality Loan Files: Benefit from pre-filtered loans that focus solely on HELOCs and Home Equity Loans.

--- Competitive Compensation --- Efficient Processes: Our average loan completion time is 17-21 days, thanks to our use of AVMs instead of traditional appraisals. Ideal Candidate: --- Strong communication skills and a keen problem solving --- Motivated to succeed financially in the evolving mortgage landscape.

--- Prior experience in mortgage processing management or a related field would be an advantage. Why Join Us: Our focus on equity products shields us from the high rates affecting 1st mortgages.

We've optimized our processes to ensure our team has the best chance of success. If your goal is to consistently achieve five-figure monthly earnings, let's get you there! Application Process: Interested candidates are encouraged to apply and learn more about how we can help you thrive in this rewarding position. Responsibilities: --- Estimate accurate monthly home loan funding goals and metrics forecast by creating pipeline management process --- Build a positive work environment through helpful

relationships with additional team stakeholders: mortgage servicers, underwriters, mortgage operations manager/branch managers, and mortgage loan officers to ensure the loan transaction progresses smoothly --- Hire, recruit, onboard, train, direct, lead, and manage daily activities of mortgage loan processors, processing assistants and other team members --- Resolve, escalate, or remedy customer service issues in a professional manner --- Assist, mentor, and motivate team members to exceed daily, monthly, quarterly, and yearly goals and KPIs Qualifications: --- Excellent interpersonal, communication, training, organizational, and time management skills are essential --- Familiarity with AUS and LOS software, as well as Google Suite and MS Office, are beneficial --- 3+ years management experience in mortgage operations, preferably in processing management, or as a sales manager or operations manager is ideal; 3-5 years of experience with high volume loan processing as a team lead in mortgage lending or mortgage banking, or at a credit union will also be accepted --- Demonstrable knowledge of the mortgage industry, loan products and programs (FHA, FNMA, FHLMC, Jumbo, VA, USDA, etc.

), and state and federal regulations and laws (RESPA, etc.

) About Company: Why Summit Lending? We're not just a lending team; we're the leading lending team in California. At this pivotal point in our journey, we're extending an opportunity for passionate individuals to join and contribute to our legacy. We pride ourselves in offering not just a job, but a long-term, stable career pathway for those who are as dedicated to our mission as we are. How to Join Our Team: Your interest means the world to us, but we kindly ask that you refrain from phone inquiries. For your chance to be a part of the Summit Lending family, simply submit your application along with a resume and a thoughtful cover letter expressing your fit for the role.

Let's shape the future of lending, together!

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Relationship Banker - Brooklyn NY Area Bilingual Spanish required
1
Relationship Banker - Brooklyn NY Area Bilingual Spanish required
Ridgewood, NY
Jan 02, 2024

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

POPULAR
Branch Relationship Banker - Golden Triangle - San Diego, CA
1
Branch Relationship Banker - Golden Triangle - San Diego, CA
San Diego, CA
Jan 02, 2024

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 Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Golden Triangle San Diego, CA Branch.

  If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!   Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients

to an alternative bank department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products.

Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned.

Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written.

Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm 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 $23 - $29 hourly depending on job-related factors such as level of experience.

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Bank Branch Manager - To $75K - Atlanta, GA - Job # 2131
1
Bank Branch Manager - To $75K - Atlanta, GA - Job # 2131
Atlanta, GA
Jan 02, 2024

best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Bank Branch Manager role in the Atlanta, GA market.

The successful candidate will be responsible for administering the branch in a courteous, efficient, and effective manner to promote deposit and loan growth for the bank by developing new customers and selling various bank products and services. Responsible for developing new business through outside and inside sales activities and provide

leadership and coaching for sales teams. The position includes a generous salary of up to $75K and an excellent benefits package. (This is not a remote position. )Bank Branch Manager responsibilities include: Supervising and providing effective sales leadership to branch staff engaged in providing direct customer service and selling and cross-selling loan and deposit products and services.

Managing all aspects of the branch including the safety and soundness of the branch and the day-to-day operations of the branch. Managing and deepening relationships with individual and small business clients, inside and outside of the banking center. Participating in the recruiting, developing, coaching,

and counseling of employees. Providing training for team members on all policies and procedures, including safety/security issues and compliance training.

Soliciting and making consumer and business loans and developing deposit relationships. Cross-selling a full range of retail services to present and potential customers. Providing back-up to the personal banker and tellers which includes opening new accounts, cashing checks, accepting checks and withdrawals, handling loan payments, etc. Making weekly sales calls to internal customers and business prospects that result in obtaining new deposit and loan relationships. Ensuring the branch conforms to compliance regulations as well as all State and Federal laws, regulations, and policies.

Participating in community and civic activities and recommending ways of enhancing market share and the Bank's presence in the community. Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High school diploma or GED equivalent required.

College degree preferred. Three or more years in retail bank operations experience required. Strong compliance and operations background a must. High sales and sales management ability and strong relationship skills. Knowledgeable in business loan and deposit products and general knowledge of small business needs, personal deposit and consumer loan products, and other bank services. Superior customer service and proven sales skills. Ability to communicate effectively through both written and oral formats Strong PC skills, with proficiency in Excel and Microsoft Office suite. The next step is yours.

Email us your current resume along with the position you are considering to: #J-18808-Ljbffr

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Licensed Vocational Nurse ED - Loan Forgiveness & $7,000 Sign-on Bonus - Full
1
Licensed Vocational Nurse ED - Loan Forgiveness & $7,000 Sign-on Bonus - Full
North Hollywood, CA
Jan 02, 2024

of practice, and following medication management per policy. Duties also include assisting with ADL's, taking of patients' vital signs, and recording results on patients' charts Responsibilities Administers patient medications, including basic IV management, within scope of practice, and participates in treatments and procedures in a safe, effective, and age-appropriate manner.

Recognizes changes in patient conditions, taking appropriate action and documenting intervention. Uses knowledge of aseptic techniques in performance of treatments, such as sterile dressing, irrigation, and catheterization. Effectively collaborates with the health care team to intervene, and advocate for the safety

of the patient, as necessary. Assists patient with hygiene, elimination, routine skin care, comfort measures and other Activities of Daily Living (ADL), in consideration of patient age, gender, culture and stated preferences, maintaining patient privacy and respect at all times.

Maintains a clean & safe environment. Ensures Infection Control procedures and HIPAA compliance. Performs assigned nursing duties for the safety, comfort and well-being of patients. Accurately measures and records vital signs. Assists with patient care activities including specimen collection, turning and positioning, and patient transportation. Documents all activities as required. Empathizes with patient, expresses

compassion and understanding for the situation and demonstrates care which is appropriate for the age, and cultural, religious, or ethnic background.

Actively engages in caring behaviors, taking conscious ownership for work and takes deliberate/thoughtful actions regarding how to best carry out relationships with the patient, patients' support system and healthcare team. Demonstrates appropriate use of independent judgement and decision making. Participates in planning, implementing and evaluating patient care, under the direct supervision of an RN/Physician. Participates in the development of long and short term goals consistent with treatment plans, standards of practice, and the plan of care.

Consistently ensures nursing practice is within scope of licensure and compliant with hospital wide standards of nursing care. Qualifications Minimum Education: Graduate of an Accredited School of Vocational Nursing or its equivalent required. Minimum Experience: Six (6) months current experience as a Licensed Vocational Nurse required. Ability to read, write and communicate effectively in English. Ability to work variable shifts including evenings, nights, weekends, and holidays. Ability to maintain flexibility and composure in a constantly changing environment.

Bilingual skills to communicate effectively with patients and families preferred. Req. Certification/Licensure: Active, current, and unencumbered Licensure as a Vocational Nurse in the State of California required. AHA Basic Life Support required. AHA Advanced Cardiac Life Support required. IV Certification required. Hospital Fire and Life Safety Card (Hollywood Only required). AHA Pediatric Advanced Life Support (Foothill Only required). About Us Southern California Hospital at Culver City has been taking care of generations of Culver City and west LA residents. We are a full-service, acute care hospital with a 24/7 emergency department and nationally recognized patient safety.

Now at 420 beds, SCH-CC is a general acute care hospital that utilizes many of the latest medical treatments and technologies. The hospital offers a wide range of inpatient and outpatient acute care services, including an orthopedic center, cardiovascular services, acute rehabilitation, sub-acute care, psychiatric care and chemical dependency programs. Additionally, SCH-CC operates a 24-hour emergency services center, which serves as a paramedic receiving station and is staffed by board-certified emergency physicians and nurse specialists. Union Pay Info: /schccunion-12hr/