our Overview Responsible for providing an exceptional Financial Center customer experience with passion and enthusiasm while facilitating customer transactions and the referral of bank products and services. Actively promote banking solutions to enhance a customer's service experience and achieve their financial goals.
Assist with operational activities and responsibilities Responsibilities Assist clients with teller transactions accurately and in accordance with bank policy and procedure. Accountable for the referral of products and services at the Financial Center. Recognize, demonstrate, and follow through on referral opportunities. Foster relationship building conversations with customers
to ensure appropriate products/services are offered and customer needs are met. Manage risk by maintaining compliance with applicable regulations, and Fulton policy and procedure to include operational, security and settlement procedures.
Use sound judgment to identify and mitigate loss. Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems. Qualifications Education High School Diploma or equivalent. (Preferred)Experience6 to 12 months customer service experience. (Required)6 to 12 months cash handling experience. (Preferred)This role may perform other job duties as assigned by the manager. Each employee of the Organization,
regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
EEO Statement Fulton Bank (" Fulton" ) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, interactionual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. Gain
manager assistance with any suspicious transactions. Obtain management approval for transactions outside authorized limits. Adheres to all bank compliance, security and operational policies and procedures.
Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc. Performs changes to existing accounts as requested by the customer. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management. If applicable, allows entry of safe deposit box holders.
Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook.
Maintains customer confidentiality. May participate in bank promotions, external community events, and promotional activities. May be required to work in other First Mid Banking centers. Complete other specified duties as assigned. SALES: Develops and maintains relationships with business partners. Develops and maintains strong relationships with customers. Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc.
Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines. Consistently meet or exceed established goals for the position. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred. Previous sales experience preferred. Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion.
Skills: Proficient in usage of Microsoft Office and computer application First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, national origin, disability, gender identity, interactionual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Apply for this Position //below URL is also hard code in " Career Site Security Header Filter.
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excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self-sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners.
Work with a One Bank team to understand clients' and prospects' business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide. 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.
#LI-JB1ESSENTIAL DUTIES AND RESPONSIBILITIES: Must be able to persuasively articulate Fifth Third's value proposition to both internal and external clients to influence the outcome within the sales process. Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects. Demonstrate ability to understand payment processes. Demonstrate proficiency
in knowledge of all strategic TM solutions and their benefits to our clients.
Understand competitions' capabilities and gaps and how to position 5/3's services against them. Prepares and deliver quarterly client service reviews to clients. Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations. Devise and execute a plan to exceed sales goals. Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision. Actively manage a pipeline using the CRM tool. Maintain lines of communications with RMs individually and as a group.
Review sales goals with RMs and ensure RMs are advised of calling strategies. Educate and advise RMs of new TM product development initiatives backss knowledge level of individual RMs and bring each up to a minimum standard. Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients. Work closely with assigned client specialists to ensure excellent client service on an on-going basis. Assist with general bank communications to clients. Take ownership and deliver timely resolution of client issues.
Develop knowledge of internal resources for accurate response to client issues. Understand and communicate implementation time-line to align with client expectations. Ensure proper account documentation and all requisite agreement execution. Communicate recurring or serious product issues to management. Recommend viable solutions to improve client service. Leadership MINIMUM KNOWLEDGE, SKILLS AND ABILTIES REQUIRED: Undergraduate degree is required. MBA or advanced degree is desirable. CTP certification.6 years of experience in a treasury management /commercial banking sales is required.
Demonstrated record of consistently exceeding performance goals. Possess a strong desire to constantly strive to improve oneself. Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process. Requires the aptitude for powerful presentations and negotiation skills with internal and external clients. Demonstrated ability to articulate the benefits of strong working capital management solutions to clients. Proven product and sales knowledge sufficient to help mentor new team members. Demonstrated knowledge of a wide array of treasury management products.
Excellent oral and written skills. Basic proficiency in PC software (MS Office). Technical Treasury Management competencies. Understanding of Treasury Management, Payments and Commerce products and solutions. Ability to build new & existing client relationships. Ability to evaluate client needs. Advanced understanding of financial statement analysis. Ability to provide strategic treasury advisory services. Understanding of investment management techniques. Basic understanding of loan structuring. Understanding of financial management principles. Advanced understanding of accounting techniques.
Treasury Management Sales Officer Total Base Pay Range 110,000.00 - 220,600.00 USD Annual LOCATION -- El Segundo, California 90245Fifth 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.
the campaign's message, gather support, and maintain accurate records of interactions. Responsibilities: 1. Phone bankers are expected to make at least 30 calls an hour to donors. 2. Making donor outreach calls to voters. 3. Engage donors in respectful and informative conversations about our candidate and their campaign.
4. Track and document donor interactions and responses in Minivan and/or Call Hub. 5. Detailed and regular reporting of activities and results. 6. Attending a scheduled orientation meeting and training led by the Project Manager. Requirements: 1. Ability to hit the ground running – this is a short-term, aggressively paced assignment. 2. The ideal candidate should be able
to work in a fast-paced environment, able and willing to work long hours, and importantly, be skilled in customer engagement. 3. Ability to multitask, meet deadlines, achieve goals, and creatively problem-solve.
4. Strong interpersonal skills and a team player. 5. Strong communication skills, attention to detail, and experience in a customer-facing role. 6. Comfortable speaking on the phone for extended periods and navigating phone scripts. Qualifications and Skills: 1. Ability to work independently and in team settings. 2. Must possess excellent verbal and written communication skills. 3. Access to reliable transportation, cell phone, and laptop. Compensation: $22 per hour Powered by Jazz HR
the most complex duties of a CSR, exercising considerable independent judgement. 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: Customer Experience: Deepen relationships and treat customers with genuine care by listening to their
specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of communication open and clear Maintain a position of trust and responsibility by keeping all customer business confidential Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations: Collaborate with Financial Center Manager to ensure all monthly cash counts are completed. Partner with Financial Center Manager to gather and report monthly FCA requests.
Perform daily office responsibilities, working with the CSR and Bankers, to maintain the efficient operation of the office.
Maintain a balancing record that is in line with policy. Find and correct outages and assist others as needed. Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. Assist in training newly hired Customer Service Representative Referrals: During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation Build and maintain a working knowledge of the Retail products and services offered Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes Perform other duties as assigned SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High school diploma/GED. Work involves extensive cash handling. Position requires in-depth knowledge of retail policies and procedures, to perform the essential duties with minimal supervision. Work involves contact with the public, adhere to dress code guidelines.
Must have the ability to interact comfortably and confidently with the public. Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution. Act as a leader and a resource for both customers and platform team. Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity. Need to have flexibility in scheduling. WORKING CONDITIONS: Normal office environment. Extensive viewing of computer screens. Lead CSR/Teller - Miramar Square: Bilingual: Spanish - Full Time LOCATION -- Miramar, Florida 33025Fifth 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.
LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Capital One Job Description Triple Tree - Investment Banking Associate Triple Tree is a company that helps with mergers and acquisitions, recapitalizations, and strategic advisory services.
We are a leading healthcare investment bank and we constantly strive to improve and grow. We are looking for talented professionals with strong analytic, strategic thinking, communication, and leadership skills who are driven to succeed. As an Investment Banking Associate, you will have important responsibilities throughout
the entire transaction process. These include preparing clients for the market, engaging with potential buyers, facilitating due diligence, and ultimately closing the deal.
You will have opportunities to gain financial and technical expertise, develop professionally, and advance in your career. You will also take on a significant amount of responsibility in transaction execution, client management, and new business development. Your general responsibilities will include: - Preparing, analyzing, and explaining historical and projected financial information. - Managing and assisting in the preparation of financial models and business valuations. - Conducting industry and company-specific
business due diligence. - Creating client marketing presentations, memoranda, and deliverables.
- Attending client meetings. - Drafting and collaborating on pitch presentations. - Developing an understanding of the underlying trends in the healthcare industry. - Coordinating and managing the creation of industry research publications. - Assisting in the development and cultivation of client, prospective client, and professional advisor relationships. - Leading the research, positioning, and writing of Triple Tree thought leadership materials (such as blogs, research reports, and insights). Basic qualifications: - Bachelor's degree. - At least 3 years of experience in investment banking or private equity.
Preferred qualifications: - Bachelor's degree in finance, accounting, business, or economics. - Experience in financial modeling, including DCF and LBO. - Deep understanding of accounting, financial statement analysis, and business valuation. - Strong analytical and quantitative skills. - Strong written and oral presentation skills. - Ability to work independently in a fast-paced environment. - Strong work ethic, attention to detail, and a passion for excellence. - Working knowledge of spreadsheet and word processing software programs. Please note that at this time we will not be able to sponsor a new applicant for employment authorization for this position.
Salary information: - New York City: $150,000 - $225,000 for Associate, Mergers and Acquisitions (CMCA52). Capital One offers a comprehensive and inclusive set of health, financial, and other benefits that support your overall well-being. Eligibility for these benefits varies based on factors such as full or part-time status, exempt or non-exempt status, and management level. Please visit the Capital One Careers website to learn more about these benefits. We will be accepting applications for this role for a minimum of 5 business days.
We kindly request that no agencies apply. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to interaction, race, color, age, national origin, religion, disability, genetic information, marital status, interactionual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable laws. Capital One promotes a drug-free workplace and will consider candidates with a criminal history in a manner consistent with the requirements of applicable laws.
If you have visited our website and require an accommodation, please contact Capital One Recruiting at -xyz X or via email at xyz X@. All information you provide will be kept confidential and will only be used to provide necessary reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to xyz X@. Please note that Capital One Financial is made up of different entities. Positions posted in Canada are for Capital One Canada, positions posted in the United Kingdom are for Capital One Europe, and positions posted in the Philippines are for Capital One Philippines Service Corp.
(COPSSC).
quantitative and analytical support for mergers, acquisitions, and other financial advisory services. Associates work closely with senior bankers during all stages of the transaction so they develop both the execution and client skills required to be an effective senior banker.
Job Functions: Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
Assist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company information Work independently, producing high quality deliverables such as descriptive memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog Content creation in form of presentation slides for pitch materials to clients as well as refining client management presentations Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners
in debt and equity capital markets and corporate finance advisory Provide leadership, mentorship, training and supervision to Analysts Qualifications: Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted, or pending promotion, from Analyst to Associate within a leading Investment Bank At least 3 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role (i.
e. pre-MBA, or equivalent level for direct Analyst promotes). Direct experience in execution of M&A transactions is highly preferred, but will consider candidates with experience in an industry coverage group, private equity or similar field Very strong financial modeling/valuation and analytical skills Thorough knowledge of corporate finance and accounting, as well as understanding of key structuring aspects related to M&A transactions Experience managing the day-to-day execution of different types of projects and processes Ability to comfortably interact with clients in a professional and mature manner Outstanding ethics, integrity and judgment Intellectual curiosity, strong work ethic and desire to learn Ability to work in a fast-paced environment, managing multiple projects with different deal teams Highly organized, detail oriented and proactive Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Excellent technology skills with superior Excel and Power Point skills and ability to quickly learn new software applications Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services.
Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices.
Our expertise spans many aspects of the technology landscape, including Enterprise Software and Infrastructure, Fin Tech, Healthcare IT, Internet+Digital Media, e Commerce, Consumer Software, AIo T & Industrial Technology and other key segments. Since inception, Union Square Advisors has advised on more than 160 strategic transactions, valued in excess of $115B. For more information, please visit http: //. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce.
In addition to a firm-wide vaccination and booster policy, these requirements may also include regular testing, mask wearing, social distancing and regular health checks. Requirements may change in the future with the evolving public health landscape. Union Square Advisors will consider accommodation requests. Salary Range 2nd Year Associate – $175,000 - $200,000Powered by Jazz HR
customers in determining readiness for home ownership, developing a budget, and overcoming common roadblocks that prevent home purchase; provide action plans for next steps towards home ownership. Determine a maximum affordable mortgage payment and purchase price, provide action plan to save minimum required funds for home purchase, educate customers about all mortgage products or solutions.
Analyze financial and credit information necessary to effectively underwrite loans, and recommend approval or rejection of mortgage loans within lending authority by reviewing payment history's, liabilities and other credit information, examining and processing documents, and addressing issues as
needed. Obtain all necessary documentation from applicants. Complete each loan application and oversee all pre-processing functions in a timely manner to permit the good faith estimate and other required disclosures to be provided to applicants within the requested time period.
Make verbal and written commitment on behalf of the Bank which includes rate terms, pre-qualification, mortgage commitment, etc. Negotiate terms and conditions and oversee construction loan draws. Engage in outside opportunities, i. e. calls, open houses, seminars, realtor functions to develop and maintain relationships with realtors, home builders, individual contacts, and other referral sources generating feedback
to increase their business relationship with the Bank. Participate and maintain extensive outreach and participate in community organizations & events.
Identify customer's and non-customers' other financial needs and cross-sell other bank products and services. Track and monitor portfolio, pipeline, and leads and provide reports on production to supervisor. Responsible for performance of portfolio by building strong relationships with customers to encourage minimal delinquencies. Education and Training Requires High School diploma. Requires 2 or more years of related mortgage lending or operations experience. Previous sales experience is preferred. Multi-lingual; ability to speak Spanish is preferred.
Community Banking Mortgage Officer Qualifications Knowledge: Strong oral and written communication skills Strong sales and customer service skills Cross-selling and closing skills Lending regulations and Bank's underwriting guidelines and lending policies Loan types and documents Ability: Analyze and interpret numerical data Take initiative to maintain the flow of work Perform duties under frequent time pressures Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (" SAFE Act" ), all Mortgage Originators are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (" NMLS" ).
If such registration is not active as of the hire date, the Mortgage Originator must immediately attain active registration upon employment. Mortgage Originators who fail to maintain an active and current registration will be unable to originate mortgage loans and may be subject to disciplinary action, up to and including termination of employment. 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.
items, record amounts and serial numbers, sign and date receipts and manifests Load/unload wagons or flatbed carts with bags/boxes of coin Sort individual cargo items by route Communicate verbally with co-workers and with customers via telephone Requirements Load/unload bags/boxes of currency, checks, and coin weighing an average of 50 lbs.
per item several times during a 6-to-10-hour shift, 5 to 6 days a week Push wagons, carts, buggies, dollies loaded with cargo weighing up to several hundred pounds Unrestricted ability to repetitiously bend, stoop, squat, stand, walk, climb, twist, turn, and reach out Ability to perform repetitious lifting of items weighing an average of 50 lbs. each
from floor Ability to walk continuously between bins, vaults, booths, and counters Ability to stand on concrete floor approximately 80 percent of shift Ability to sign and record numbers by hand and to make entries on records and prepare reports.
Ability to count, add, subtract and balance columns of numbers A valid firearms permit or ability to pass applicable firearms requirements may be required Our Benefits: Loomis employees drive the very core of our business. Our success depends on our team members, and that---s why it---s important for us to offer an employee benefits program that is not only extremely comprehensive, but also one of the best in the industry. Key benefit components
include: Health Insurance, Dental, Vision plan Vacation and Sick Time (PTO) as well as Paid Holidays Employee assistance plan Short-term and Long-term disability 401(k) plan Basic life insurance plan Voluntary life insurance plan Flexible spending account Dependent care account Industry leading Training and Development With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US.
Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company---s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers.
Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team
of High School diploma Requires knowledge of Microsoft Office Qualifications Knowledge of: Strong sales and customer service skills Strong oral and written communications skills Basic math and accounting functions Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.
banking, wealth management, business banking and mortgage lending.
Purpose of the Position: Deliverthe best banking experience-resulting in lasting relationships. Providefull scope of products and services to deliver all capabilities of Broadway Bank to our customers.
Key Accountabilities: Deliveroutstanding service to our customers in order to meet established goals: Use a consultative salesapproach in order to deliver the full scope of Broadway's capabilities andfulfilling customers' stated and unstated needs. Discover and escalatereferral opportunities to the appropriate Specialist partner and ensuringtimely follow up. Ensure customers areintroduced to appropriate team members
to ensure seamless relationshipmanagement and to leverage specialists' knowledge and experience foradditional opportunities. Maintain good workingknowledge of the bank's full scope of products and services to ensureability to make appropriate recommendations and referrals.
Expand new and existingclient relationships: Creating an exceptional customer experience by buildingrelationships, backssing needs, recommending products and services, andexecuting the opening process for the following: consumer deposit account, savings accounts, time deposit (CD), safe deposit boxes, consumer loans, and credit cards. Actively participate incampaigns and promotions, ensuring that activities are completed
in atimely manner and that follow up activities are scheduled accordingly.
Effective use of En Actto capture client information, record client activities, schedule followup activities, identify next likely sales opportunities and other relatedactivities to facilitate robust customer relationship management. Complete newcustomer/new account on boarding activities as prescribed. Maintains excellentcustomer service and has the ability to problem solve customer requests. Meetor exceed operational standards: Perform accountopenings, customer maintenance, processing loan applications and closingloans in keeping with established procedures in order to ensure timelyservice delivery.
Process a variety ofcustomer transactions, which may include cash handling by hand, via cashrecyclers, ATMs and/or Automated Banking Machines. Ensure customertransactions are processed in keeping with all compliance, regulatory andprocedural requirements. Adhere to establishedsafety and security protocols. Adhere to establishedcash handling and check cashing procedures. Performs other duties asassigned by Financial Center Manager. Relationship Banker II -above accountabilities plus: Ensure the needs of thecustomer are being meet and assisting them with deepening therelationship by cross-selling and referring to partners when financialneeds are identified such as Business Banking, Mortgage (real estatesecured & portfolio mortgages), Merchant Services, Wealth Managementor Treasury Management.
Effectiveuse of all applications and systems utilized in the banker role. Relationship Banker III- above accountabilities plus: Expert in processing allconsumer loans including Home Equity Loans and Lines of Credit fromapplication to closing. Demonstrate high proficiency in first contactresolution for issues with banking services and accounts. Expertin all applications and systems utilized in the banker role.
Actsas a mentor for colleagues and supports branch leadership activities. Abilityto provide coaching and instruction to others on complex mattersinvolving high levels of detail. Competencies and Skills: Effective Communication Cultural Intelligence Team Engagement Self-Development Work Experience Requirements: Relationship Banker I: Previous retail or consultative sales experience. 4-year degree and/or equivalent combination of education and work experience in retail sales and service. Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals.
Experience in the use of personal computers, Microsoft Word, Excel and Outlook. Relationship Banker II: 1-2 years of retails banking or financial services experience. 4-year degree and/or equivalent combination of education and work experience in retails sales and service in lieu of retail banking and financial services experience. Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals utilizing the consultative sales approach. Experience in the use of personal computers, Microsoft Word, Excel and Outlook.
Relationship Banker III: 2+ years of retail banking or financial services experience. 4-year degree and/or an equivalent combination of education and work experience in retails sales and service in lieu of retail banking and financial services experience. Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals utilizing the consultative sales approach. Experience in the use of personal computer, Microsoft Word, Excel and Outlook. Education Requirements: High School diploma or equivalent. Some college-level coursework is desirable. Other Qualifications: Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation Z.
Completion and successful passing of pre-employment testing. Other Requirements: Work involves sitting, extended periods of standing, occasional walking and lifting up to 50 pounds. Requires close visual acuity. Occasional travel within a geographic area may be required. We're a culture that offers resources to benefit your overall health and well-being: Employee Impact Groups Career Development and Mentorship Programs Generous paid time off, minimum 4 weeks Employee recognition, awards, and events Free vision insurance Retirement matching Tuition reimbursement This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job.
Duties, responsibilities, and activities may change at any time with or without notice. Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, interaction, interactionual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status.
Member FDIC
articulate interdependencies across the Bank's technology. Evaluates, designs, and implements architecture solutions to build and progress technology strategies securely across a line of business. Participates in creating enterprise architecture strategy and enables the culture across the division.
Creates strong partnerships, facilitates discussions, and influences outcomes with Cx Os across the enterprise. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive
customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES: Collaborate with Information Technology (IT) organization and LOB CIOs on technical assignments, issues, and problems, driving technical decisions, policies, strategies, and solutions. Lead IT infrastructure and development teams to ensure that all technology initiatives are implemented within the existing or planned reference architecture. Use knowledge and skills to influence others and establish strategic objectives and solutions, leveraging proven broad technical expertise
and knowledge. Facilitate complex discussions across IT and LOB organizations to drive to clear outcomes and alignment.
Translate the most critical business and technical needs into objectives, plans, specifications, resources, and long-term goals. Lead diverse, highly complex assignments and large projects in multiple areas. Work independently and with little management guidance. Build and maintain strategic/effective working relationships across divisions and lines of business. Foster a culture of growing practice of architecture across the Bank. Communicate effectively, clearly, and professionally with executives across the Bank. SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS, & ABILITIES REQUIRED: Bachelor's degree in a relevant technology field or equivalent combination of education and work experience. Two+ years in five different technology areas including but not limited to Iaa S Paa S, ERPs, hosting, Data Centers, etc. Ten+ years of IT work experience relevant to the position. Position requires the ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by other divisions and business partners as a leader. Experience communicating and removing impediments at both the team level and organizational level, fostering collaboration across organizational boundaries.
Must be outcome-driven and customer-centric as well as familiar with agile and lean principles including Six Sigma. Ability to lead Cx Os, senior leaders, teams, and staff through significant change, using influence, humility, empathy, and collaboration. Strong problem-solving and communication skills. Strong understanding and significant experience with modern software development, cloud hosting, integrations, microservices, tools, and/or hardware technologies. Strong understanding and significant experience in driving architecture across multiple technology disciplines.
WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature, and the like. Extended time at desk and/or viewing computer screen. Must have ability to travel as required. Consulting Enterprise Architect-1Total Base Pay Range 116,900.00 - 234,300.00 USD Annual LOCATION -- Virtual, Ohio 00000Fifth 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.
position must understand the importance of accuracy and protocol in transactions within bank policy while creating an exceptional customer experience and mitigating risk for both the customer and the bank. This position will serve as the first point of contact and, therefore, demonstrate Renasant Banks Sales and Service vision by providing excellent customer service and accurate completion of transactions.
Senior Tellers will carry additional operational and sales performance goals and will often serve as the critical back-up to the Head Teller. Senior Tellers will lead by example and serve as a role model in the branch in all facets of the teller role. RENASANT BANK IS AN EQUAL OPPORTUNITY
EMPLOYER Responsibilities An effective Teller is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution, and operational excellence.
Process customer transactions effectively and efficiently, including deposits, withdrawals, transfers, loan payoffs and draws, official checks, etc. Recognize/identify all customer needs, cues, and clues in every transaction and properly refer customers to the platform for an additional needs based conversation Execute the Renasant Bank service standards in every customer and teammate interaction Understand and listen for customer issues and concerns and either own the problem or refer
to a branch teammate who can help address the concern Maintain service knowledge standards in conjunction with related regulations, policies, and procedureinteractionecute daily operations including balancing, supplies ordering, balancing the ATM and vault, and performing branch capture procedures Protect the bank from unnecessary risk by following compliance, risk, and operational procedures Stay up-to-date and focused on all regulations, policies, and procedures related to Teller and other branch operations Assist the Head Teller on additional operational procedures as necessary, including quarterly branch backssments May assist with coaching and mentoring, and serve as a role model in all areas of operations, for all teller teammates Perform other related duties as assigned Qualifications High school diploma or equivalent required1 year teller experience and/or previous cash handling experience preferred6 months of customer service experience preferred Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction10-Key skills Mathematical skills, including the ability to count cash and coin in a fast paced environment Good interpersonal skills Effective written and verbal communication skills Knowledge of and the ability to learn bank products and solutions Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Tellers: Minimum of 1 year successful teller experience Minimum of 1 year previous back-up Head Teller experience required Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing.
Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i. e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job.
It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word " May" This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
line of business. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education: High School Diploma or equivalent preferred Work Experience: Customer service experience preferred Cash handling experience preferred Banking and/or retail experience preferred ESSENTIAL FUNCTIONS: Provide the best customer experience possible by being courteous and efficient to all customers, in person or over the telephone
Communicate with customers to recognize cross-selling opportunities Contribute to the overall sales performance of the office team Educate and/refer Northwest solutions that meet our customer/client needs through the Northwest 360 model - bank, borrow, invest, and insure Complete educational training as assigned Participate in regular office meetings Contribute to the office's success of operations and audit Able to work evening hours and weekends as scheduled or assigned Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools
and gain efficiency Work as part of a team Work with onsite equipment KNOWLEDGE, SKILLS, & ABILITIES: Ability to establish effective working relationships among team members and participate in solving problems and making decisions Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Knowledge of computers and the Teller System 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)
their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Provides customer service over the telephone with an intense focus on customer satisfaction and maintaining positive customer relationships.
Creates a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited
to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. Gain manager assistance with any suspicious transactions.
Obtain management approval for transactions outside authorized limits. Adheres to all bank compliance, security and operational policies and procedures. Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc. Performs changes to existing accounts as requested by the customer. Proactively looks for ways to improve processes that will improve the customer's
experience and communicate those ideas to branch management.
If applicable, allows entry of safe deposit box holders. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook. Maintains customer confidentiality. May participate in bank promotions, external community events, and promotional activities. May be required to work in other First Mid Banking centers. Complete other specified duties as assigned. SALES: Develops and maintains relationships with business partners. Develops and maintains strong relationships with customers. Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking.
Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc. Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines. Consistently meet or exceed established goals for the position. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred. Previous sales experience preferred. Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process.
Advancement in this role will be based on management discretion. Skills: Proficient in usage of Microsoft Office and computer application First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, national origin, disability, gender identity, interactionual orientation, protected veteran status, or any other applicable federal or state-protected classification.
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