Relationship Center Support; follows-up with customers as necessary. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits.
Opens and closes deposit accounts and services with accuracy and in accordance to bank policies and applicable regulations; acts as a backup to the head teller by assisting with overrides and coaching new tellers. Cross-sells bank's products and services by using insights gained about the customer's needs; provides investment, mortgage, business banking referrals; follows up on referral opportunities. Assists in performing
back office duties which includes completing branch reports, balancing the ATMs, processing night/mail deposits, and filing. Assists in shared Customer Relationship Center float to other bank branches as needed.
Other duties as required. Necessary competencies: Accountability Change Champion Coachability Communication Detail Orientation Organizational Savvy Process Oriented Service Orientation Technical Expertise Experience with handling cash is required. Experience in retail banking is preferred. Experience in customer service is preferred. Experience in financial services or banking is preferred. Proficiency in MS Office (Outlook, Excel, Word) or similar software is required. Cleartouch,
On Base, various government and investor software/web portals is preferred.
Education and Experience Education: High School Diploma or equivalent is required; Bachelor's degree is preferred. Certification: (Float positions) Valid driver's license is required. Years of experience: 0 to 2 years is required. Years of experience supervising: None. Physical Environment While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and employee must occasionally lift and/or move up to 25 noise level in the work environment is usually quiet to moderate.
This position is performed in an office setting, able to work days and hours branch offices are open. Able to work overtime as directed. This job description is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required in this position.
of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker II promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution.
Responsibilities Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker II is proficient in all Banker I requirements.
In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills.
Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including
those pertaining to confidentiality, email, and others. Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives.
Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment. Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals. Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate.
Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately. Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required. Requirements Education High School Diploma or its equivalent is Required some college Work Experience 1-2 years Banker or similar customer service-related experience within banking is Required Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.
Licenses and Certifications Must attain designation of Notary Public within 6 months. Required
and company goals in a meaningful way. With a positive, can-do attitude and a genuine desire to work with customers in a caring and empathetic way, you are responsible for providing efficient, effective, and courteous customer service while performing a variety of transactions.
You are the friendly face of Rockland Trust, promoting our mission and helping customers navigate the world of banking. What You’ll Experience: Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed. Commitment to community: We believe supporting our communities is essential,
and are committed to helping those in need. Recognition & reward: We believe all colleagues should be recognized for their contributions. Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers.
Comprehensive benefits: Our goal is to offer our colleagues a generous benefits package, and an environment that supports a healthy work-life balance. Our benefits include: competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, Vision and Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance,
Child Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning wellness program and much more.
Who We Are: At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they’re empowered to make a difference for our customers and communities. As one of The Boston Globe’s “Top Places to Work” for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we’ve built a workplace that enhances our colleagues’ lifestyle and inspires them to reach their full potential.
For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.
and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn't changed.
At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for a seasoned Client Service Associate (Teller) to join Arizona's #1 Community Bank in our Wickenburg branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for
accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.
Resolves clients' problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell the banks' opportunities through exploring needs. Other duties as assigned. Qualifications: High School Diploma
or equivalent and some cashiering, customer service, balancing or other related experience.
Schedule: Monday - Friday: 8:15 A. M. - 5:15 P. M. 40 hrs. /wk. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. Must have solid balancing and customer service skills. Ability to cross-sell bank products based on client's needs. Pay range (depending on experience): $16.50 - $19.00 Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
Advisory Support Manager. The Wealth Management Advisory Support Associate will work closely with an Advisor in a team based atmosphere to develop relationships with existing clients and provide service to the needs of a designated book of clients. WHAT YOU'LL BRING Knowledge of: Strong oral and written communication skills with moderate to high level of customer contact via client meetings, phone, and correspondence Strong organizational skills Ability to: Multi-task and work independently Perform duties under frequent time pressures Additional Duties: Formulate the appropriate actions necessary to help client and enhance their relationship with Busey.
Assist advisor with the development
of new sales opportunities. This role interacts with clients by fielding phone calls and electronic communications from clients. Arrange client meetings, compile and complete presentations, annual client reviews, and compliance standards.
Establish recurring receipts and distributions, ensuring items are in line with account agreement and documentation. WHY IT MATTERS The Wealth Management team exhibits a foundation of knowledge and resources to serve the unique financial needs of our customers, whatever they might be. With Service Excellence at the heart of everything they do, the members of this team are critical thinkers that value the relationship Busey holds with both our clients
and investors - providing them with trusted advice and tailored solutions.
This role is the first step in the path to becoming a Private Wealth or Fiduciary Advisor. EDUCATION AND TRAINING Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred. Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA. Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.
) Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office and Outlook. 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.
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: Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed. Maintain knowledge of the bank policies
and financial center procedures and take responsibility to keep up to date on any changes.
Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary. Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. 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. Work involves contact with the public, adhere to dress code guidelines. Must have the ability to interact comfortably and confidently with the public. Position requires knowledge of retail policies and procedures, to perform the essential duties. Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
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. CSR/Teller - Hamilton West - Part Time LOCATION -- Hamilton, Ohio 45013Fifth 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.
in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting.
This role is responsible for processing teller transactions as well as working as a member of the platform staff. 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: Use the consultative sales process and Financial Needs backssment to
build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i. e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc. ) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S. A. F. E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site () provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
Travel outside of the affiliate will be required for various classroom training sessions. Personal Banker I Associate LOCATION -- Lima, Ohio 45801Fifth 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.
using specialized counting equipment and procedures. Separate currency, coin, and/or check deposits received from bank, ATM, and/or commercial customers providing accurate count by denomination. Prepare currency and/or coin change orders by denomination for each customer assigned.
Requirements Ability to read, count, add, subtract, write and record numbers. Ability to perform simple computer data entry. Ability to use calculator by touch. Working Conditions Full-time schedule consists of 40 hours per week performed in 8 hour or split shifts. Work is performed in a room or work area within a vault with little or no exposure to outside light. Work is performed from a sitting position (on
a stool with back support) or standing position (in front of a 3.5 - 4-foot-high counter) Benefits Loomis offers one of the most comprehensive employees benefit packages in the industry, which includes: Vacation and Sick Time (PTO) as well as Paid Holidays Health & Dental Insurance Vision Insurance 401(k) Plan Basic Life Insurance Plan Voluntary Life Insurance Plan Flexible Spending and Health Savings 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! Loomis is an equal opportunity employer. EEO AA M/F/Vet/Disability. Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, interaction, protected veteran status or disability.
Loan Officer to be responsible for evaluation, authorizing approval or denying loan applications for our private and corporate customers. You will provide support both to clients and to our financial personnel and help approved applicants acquire loans on time.
Loan Officer responsibilities are: Interact with loan applicants to investigate their financial eligibility and decide about loan options Make timely estimations of creditworthiness based on analysis of loan applications and related documentation Create debt payment plans and calculate all applicable ratios and metrics Introduce different types of loans based on the analysis of customer needs, explore all options Interact with
clients to support them or to request for information Manage loan contracts and consult customers on company's policies and restrictions Make decisions (approvals/rejections) based on analysis results Prepare report on the decisions and present them to senior management Keep up with latest trends in the sphere of various types of loans and other financial services Manage account records Ensure that all loan operations are compliant with legal regulations and correspond to company's guidelines Build and maintain referral networks, alternate channels and other measures to optimize the performance Work to create trust relationships with customers, achieve their loyalty and satisfaction Loan Officer
requirements are: 2+ years' experience of working on a Loan Officer position with current State NMLS License Significant experience with direct and indirect lending products and practices Good experience with mortgage banking applications and related software Strong communication and social skills Good level of sales competency Goal- and customer satisfaction orientation BS degree in finance, economics or another related area a plus If you are an experienced, Professional, NMLS Licensed Loan Officer that's looking for a change we want to talk to you.
We work with many different National Mortgage Lenders that are all hiring and making terrific offers.
Solid Operations Platforms (24-48 Hour Turn Times), excellent pricing and compensation. More information on our website at
and payments, and consumer lending product lines. This position is responsible for the entire lifecycle of a product from launch through maintenance and roadmap management which includes managing vendors and contracts for assigned products. To be successful in this role, the person will demonstrate an ability to grow profitability, customer utilization and innovation within their assigned product line working closely with multiple business units – especially our Retail Operations and Customer Experience teams.
This opportunity can be located in Overland Park, Topeka, or Wichita, Kansas. Essential Duties & Responsibilities Drive the execution of all processes in the product lifecycle,
including product and market research, competitor analysis, planning, positioning, requirements and roadmap development, vendor and contract management and product launch Create product strategy documents that describe business cases, technical requirements, revenue, and ROI Performs software testing by creating user stories, defining criteria for acceptance, and validating the results with a focus on customer experience Translate product strategy into detailed requirements which are then managed through completion.
In collaboration with Marketing, develop customer communication for life cycle of assigned products from onboarding to maturity achieving increased customer engagement and
retention. Actively identify and solicit customer feedback with a focus on identifying opportunities in assigned product line.
Analyze market data to define product objectives and benchmark product performance. Collaborate closely with IT, marketing, operations and customer experience teams in the development, QA, and release of products or features, and balance resources to ensure success for the entire organization. Develop product positioning and messaging that differentiates Capitol Federal across primary market segments requiring expert-level knowledge of our industry's and competitor's offerings. Track KPIs for assigned product-line, generate and execute action plans where products underperform.
Works closely with Finance division to ensure proper accounting and financial reporting of assigned product(s). Works closely with Legal and Compliance to create agreements and disclosures for assigned product line Contributes to and provides recommendations for applicable policies and procedures. Participates in audits and compliance exams. Interacts with internal and external auditors. Accountable for compliance and audit results related to assigned products. Manage, mentor and develop subordinate Associate Product Manager(s). May serve as Delegated Officer for one or more Bank Policies for compliance with federal and/or state regulations and laws Participate in proactive team efforts to achieve departmental and company goals.
Perform other duties as assigned. Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources. Knowledge & Skills Experience in developing or executing product strategy Proven effectiveness working in cross-functional teams Exceptional writing and editing skills, combined with strong presentation and public speaking skills Demonstrable knowledge in a minimum of one of the following product lines: Transaction accounts, time-deposit accounts, and consumer loans Payments (ACH, debit card, real-time payments, etc.
) Digital Banking Education/Certifications/Licenses Bachelor's degree or four-years of product management, project management, or operations management experience within the financial services industry Track record of growing profitability or customer engagement Knowledge of banking compliance laws and regulations such as Truth in Savings Act, Electronic Funds Transfer Act, Expedited Funds Availability Act, FDIC insurance rules, Fair Lending regulations, Bank Secrecy Act, and privacy laws Cap Fed® is an equal opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and
over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect
customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.
Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.
Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem. org/SAFE/Pages/default. aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
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. --- Spanish Language Required. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
to the other departments within the bank as appropriate, and to resolve complex customer service issues within a variety of branches Department: Banking Center Operations Reports to: Retail Banking Group Manager Exemption Status: Non-Exempt Pay Differential: 10% over hourly rate Essential Duties/Responsibilities: Flexibility of work schedule Work at variety of branches during all business hours to ensure staffing is appropriate to serve the needs of customers.
Commute to different banking centers as needed. Delivers excellent customer service Provides friendly, accurate, and efficient service to both customers and non-customers. Develops a rapport with the bank's regular customer base
in order to ensure personalized service through a solid business relationship. Answers basic inquiries and provides information to prospective and current customers regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations and consumer privacy policies.
Performs research and assists with resolving customer problems in a timely manner. Processes in-person retail and commercial customer transactions Receives checking and savings deposits: verifies cash (amounts & validity) and ensures proper check endorsements, receives proper identification, enters deposits into computer records, and issues receipts of deposit.
Cashes checks and processes withdrawals; pays out money after verification of correct signatures/endorsements, receipt of proper identification, assurance of validity of documents and confirmation of customer balances.
Accepts loan (mortgage, consumer, etc. ) & other types of payments: verifies payment amount, processes payment as necessary and issues receipts. Processes other related transactions and services (Including, but not limited to, wire transfers, stop payments, cash advances, gift card and reloadable card sells and maintenance, , personal money orders, cashier's checks, Travelers' Checks, cash advances, , etc. ) Recommends bank products and services to customers and prospects Promotes and explains all types of bank products/services.
Initiates conversations to uncover customer needs and is capable of closing the sale and/or referring customers to the appropriate staff and/or department. Engages in cross-sell and business development activities both in person and over the phone in order to expand existing relationships and build new relationships with prospective customers while also maintaining a focus on contributing to the overall growth, profitability, and success of Guaranty Bank. Consistently meets or exceeds sales goals and cross-sell ratios set by management.
May occasionally accompany managers or officers on outside sales calls. Opens and maintains a variety of account types for personal and commercial customers Assists customers in the selection of various accounts and financial services by backssing customer needs and explaining the benefits of appropriate Guaranty Bank products and services Processes new account transactions - reviews account applications, receives proper identification, inputs customer data into bank software, produces account documents, obtains appropriate signatures, receives opening deposits, etc.
while ensuring that all Guaranty Bank policies and procedures as well as applicable banking regulations are followed.. Performs maintenance on existing accounts (address changes, disputes, etc. ) Maintains a working knowledge of the rules and opening and maintenance procedures for all account types (Individual Retirement Accounts - Traditional & Roth; Business Accounts - Sole Proprietorships (DBA), Lodge/Association/Organization, Limited Liability Companies (LLC), Partnerships. Corporations - For Profit & Not For Profit) and for all account ownerships (Individual; Joint; Payable on Death; Trust; Conservatorship; Representative Payee; Estate; Uniform Gift to Minors Account (UTMA); etc.
) Assists customers in the closing of accounts as requested Performs routine banking center activities Opens/closes vault. Records and processes night depository bags. Accepts and processes check orders. Counts, checks and packages coin and currency. Balances and replenishes Automatic Teller Machines. Utilizes Cash Recycler Machine to accept and distribute cash to customers. Balances, manages cash inventory, and trouble shoots Cash Recycler Machine Balances and manages the cash inventory of the Cash Vault.
Balances and manages the inventory of the bank's gift and reloadable card stock. Performs daily settlement of cash advance machine. Scans and transmits work to Proof Department (Corrects piggy-backs, etc. as necessary) Admits customers to safe deposit boxes. Ensures that the work station is properly stocked with forms, supplies, etc. Maintains neat and clean appearance of banking center (Ensures forms are stocked and neat; wipes down counters/workspaces; cleans spills/tracked in dirt; picks up trash; etc. ) Creates and mails new account welcome letters. Prepares and updates new account packets.
Accepts and processes check orders. Assists customers with the balancing of check ledgers. Completes additional banking center activities Maintains Safe Deposit Boxes as needed (Sends payment coupons/reminders; monitors past due accounts and sends delinquent notices as required/Follows all bank procedures) May perform functions of a Notary Actively participates in sales, service and product training meetings. Contributes to the fulfillment of department and company objectives and goals Performs as a team member in allocating and coordinating work flow. May assist in training new employees, answering co-worker questions and providing leadership to less experienced employees.
Maintains effective co-worker relationships. Suggests ideas to improve operational and/or sales activities. Contributes to and at times leads banking center huddles. Adheres to all department and company policies and procedures and follows applicable banking regulations Manages the cash inventory of the banking center ensuring that branch and cash limits are adhered to while also allowing accessibility of funds to our customers. Balances cash drawer daily, including periodic batching of cashed checks.
Reports any discrepancies to supervisor as necessary. Follows appropriate bank safety/security procedures, including proper banking center opening/closing routines and dual control measures. Follows all requirements of the Customer Identification Policy Examines checks deposited and determines proper funds availability based on regulation requirements and completes Hold Notices. (Places holds on accounts for uncollected funds. ) Performs additional job related duties as assigned or required Possesses the ability to value people from different backgrounds and believes in treating all people with respect from an inclusion standpoint.
Equipment/Software Operating Requirements: Windows based PC (MS Word/Excel) Core Bank Software 10-key calculator Copy Machine Elan (Transfund) Fax Machine Typewriter Telephone Imagic Physical/Mental/Interpersonal Requirements: Have the ability to acquire knowledge of and to adhere to various bank policies and government regulations/laws that govern teller functions (including, but not limited to, Bank Secrecy Act/Anti-Money Laundering, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E) Have the ability to acquire and apply a working knowledge of bank products and services Follow the Guaranty Bank Code of Conduct and other related policies and regulations, maintaining integrity, honesty and utmost ethical standards at all times Possess strong mathematical skills Have the ability to communicate effectively in both oral and written form Possess strong computer skills Demonstrate attention to detail and ability to maintain accuracy in daily duties Uphold confidentiality and customer privacy in all situations Remain flexible to withstand unpredictable changes to workflow and schedules Interact and communicate effectively with various types of external and internal customers Display ability to be resourceful, to act independently and to recognize unusual situations in which higher intervention may be necessary Maintain a customer-focused, helpful, friendly and polite attitude while remaining calm and professional in a variety of circumstances Present a conservative, neat and professional appearance in dress and action Sit and stand at a desk in front of computer terminal while interacting with customers for extended periods of time Lift and carry up to 50 lbs (teller drawer, cash bags, supplies) Move around within office and between banking center locations Working Conditions: Duties are performed in an office environment in a professional business setting.
Position requires travel to Operations Center and/or between Banking Centers for meetings/training. Work pace can be very fast during peak periods of the day, week or month. Overtime may be required. Saturday hours are required. Pre-employment credit check, background check, and drug screen is required. For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.
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 Business Center Manager with strong commercial lending and credit experience within the Middle Market to provide top notch customer service to our clients and customers in Millbrae, CA.
This role focuses on overseeing, leading, and directing a banking branch with regards to sales, operations, and corporate/regulatory compliance to meet assigned lending, deposit, and fee income goals along with business and consumer lending. Essential Functions: Oversees, leads, and directs a branch with regards to sales, operations, and corporate/regulatory compliance to meet assigned lending, deposit, and fee income goals. Responsible
for staff management and development including performance evaluations, promotions, salary recommendations and disciplinary action.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. Develops programs to maximize branch profitability, minimize risk, and improve customer service and product knowledge. Responsible for acquiring, expanding and maintaining client relationships through both inside and outside business development activities. Analyzes risks and profitability of assigned client portfolio to ensure ongoing profitability and conformity with credit terms. Responsible for ensuring the successful processing, underwriting, and approving of loans within assigned limits.
Negotiates loan terms and conditions in accordance with bank policy. Remains well versed in economic and financial concepts and developments relating to clients. Reviews branch reports for compliance and accuracy. Responsible for community development and relations. Other duties as assigned. Qualifications: Requires a Bachelor's in Business Administration, Finance or a related field and 3+ years of banking management or other directly related experience. A combination of education and experience may meet requirements.
Commercial lending experience with Investor Real Estate, Owner Occupied CRE, C&I , Lines of Credit, Equipment Loans, Letters of Credit, SBA etc. Business Development experience a must. Basic working knowledge of branch/banking management, operations, policies, procedures, banking products and lending concepts. Knowledge of business development and sales within the financial industry. Ability to make sound decisions, mitigate risk, build relationships and work with a variety of clients, employees and management. Knowledge of banking laws and regulations. Good problem resolution and communication skills, both verbal and written.
Good customer relationship skills. Ability to manage staff. 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 $100,000 - $155,000 annually depending on job-related factors such as level of experience and location
customers to appropriate personnel for new services.
The Senior Universal Banker is required to be completely knowledgeable and skilled and perform duties in the areas of new accounts, teller, vault, safe deposit, and branch operations, and is expected to provide leadership, training, and support to less experienced tellers and other staff members.
May also be responsible for limited supervisory duties in the absence of the Operations Officer/Manager. Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. What we are looking for: Provides support to all assigned areas of branch operations where service or assistance
is needed. Reinforces the application of superior customer service through his or her own example along with appropriate follow-through with involved customers and employees.
Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cash checks, savings withdrawals, and cash advances; confirms all necessary documents are properly authorized, are in proper form, and are within authorized limits; makes decisions when questionable items are presented for cashing. Promotes and cross-sells the Bank's products and services by assisting customers in their selection to meet their needs. Establishes
proper identification of new customers and determines need and extent of reference investigation.
Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing. May participate in assuring quality control in regard to audits and certifications. Will process account activity, determine balances, and resolve problems within given authority. Issues official checks, money orders, traveler's checks, and savings bond applications.
Performs safe deposit duties by opening accounts, controlling access, assisting customers, and processing affiliated reports. May accept Regulation I disputes acquiring appropriate documentation and signatures and forward to the appropriate department for processing. Performs lead duties including assigning and reviewing work for accuracy and completeness, assisting others in resolving problems, approving transactions within authority levels, and training others in branch operations. Assists other branch offices in resolving operational inquiries. Receives and processes stop payment and hold orders.
Accepts loan, installment, and collection payments. Balances cash drawer daily and verifies cash being returned to the vault. Balances teller differences as it relate to general ledger accounts; maintains accurate teller balancing records; balances branch cash totals. Provides effective customer service and assists in resolving problems within given authority. Records, files, microfilms, update information, prepare wire transfers, and sort mail or reports as required. Gather data and process various reports (e. g. currency transactions, returned items, overdrafts, callbacks, etc.
) Processes credit reports, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders, ATM deposits, incoming and outgoing collections, incoming and outgoing wires, FICA payments, credit ratings, certifications, change orders, and deposit slip corrections. May assist in opening and closing the vault daily; prepare and process incoming and outgoing shipments; and assist in balancing vault currency and coin. May prepare and research levies, garnishments, and other legal processes. Cross-trains less experienced branch personnel. Provide staff support at other branch locations.
Open and/or close the branch. What you need to have: High school diploma or general education degree (GED) and Five (5) or more years of related experience and/or training; or the equivalent combination of education and experience. Intermediate experience, knowledge, and training in branch operation activities, terminology, and products and services. Intermediate knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services. Intermediate skills in computer operation; mainframe computer (ITI) system; word processing, spreadsheet, and account opening software programs (e.
g. Microsoft Word and Excel, CFI Deposit Pro, etc. ). Ability to calculate interest and balance accounts; count currency, coin, and negotiable instruments in a timely manner. Effective oral, written, and interpersonal communication skills. Ability to deal with problems involving multiple facets and variables in non-standardized situations. Effective organizational and time management skills. Ability to work with minimal supervision while performing duties. Basic operational supervisory skills to handle operational issues, approve work as needed, and answer customer inquiries, in the absence of the Operations Officer or Operations Manager.
Compensation: Hourly range for new hires is generally $54,669.00 - $67,532.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program.
In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Ameri Home Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, interaction, color, religion, age, nation origin, marital status, disability, protected veteran status, interactionual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email xyz X@ or call 602-386-xyz X.
When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. -- Western Alliance Bancorporation