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Summer Internship - Application Development
1
Summer Internship - Application Development
Chicago, IL
Jan 02, 2024

11 paid holidays per year Hybrid working model (effective February 22, 2022) Casual dress code An IT internship with The Federal Home Loan Bank of Chicago is not like your average IT internship. We can offer you a dynamic, collaborative and team-focused environment you won't find anywhere else.

You'll be engaged in projects that will provide you with real world, hands-on experience in the exciting world of technology within financial services. Who are we you ask? We are a federally chartered corporation and one of 11 Federal Home Loan Banks (FHLBanks) that, with the Office of Finance, comprise the Federal Home Loan Bank System. The FHLBanks are chartered by Congress under the Federal

Home Loan Bank Act of 1932 to improve the availability of funds to support home ownership. Each FHLBank is cooperatively owned by member financial institutions in its district and operated as a separate entity with its own management, employees, and board of directors.

Our district consists of the states of Illinois and Wisconsin. We are regulated by the Federal Housing Finance Agency, an independent federal agency. We are currently seeking a summer intern for our Application Development department. As a Software Developer Intern, you will build and enhance advanced financial applications leveraging cutting-edge technology. Successful Individuals should be following an academic track

in computer science, Computer Science, Computer/Management Information Systems, Network Engineering or other technical course of study.

Position Responsibilities Participate in full stack application design and development Develop software using technologies like Angular,NET Core, C#, Java Script, REST and SQL Work on an Agile Scrum team Exposure to Dev Ops processes and technology such as CI/CD and Ia C Collaborate using GIT track source code changes Troubleshoot and resolve Maintain code quality through unit testing REQUIREMENTS Applicants should be enrolled at an accredited four year institution Should have a GPA of at least 3.0 and be in good academic standing Desired fields of study include; Computer Science, Computer Engineering, Operations Management, Management Information Systems, or other technical discipline#LI-Hybrid

POPULAR
Customer Service Banking Administrator
1
Customer Service Banking Administrator
Alabaster, AL
Jan 02, 2024

in Brazil, Chile, Mexico and Panama, Safra National is a leading private bank with a devoted team of relationship managers serving many sophisticated U. S. and international high net worth clients. Safra National Bank of New York is looking for a Customer Service Banking Administrator to provide excellent account services to clients.

Key Responsibilities: Provide excellent account services to clients. Set up new I-Banking accounts. Process I-Banking log updates. Assist customers with passwords/reset and related questions. Set up new Token authorizations and Token Links; provide assistance with Token replacements and synchronize Tokens. Answers questions in person or on telephone and refers

customers to other bank services as necessary. Active and deactivate I-Banking accounts. Requirements High School Diploma Customer service experience is a must, digital banking experience helpful.

Intermediate skills in computer operations, word processing, and spreadsheets. Effective oral, written, and interpersonal communication skills with the ability to carry out instructions, instruct others, understand procedures, and to speak clearly to customers and co-workers. Punctuality and an appropriate sense of time commitment and time management skills. Self-motivation. An awareness of appropriate behavior in all facets of profession interaction, and an ability to conduct oneself in an appropriate and professional matter at all times. This position sits in Aventura, Florida Safra National Bank of New York is an Equal Employment Opportunity Powered by Jazz HR

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NAM Banking, Capital Markets and Advisory, Investment Banking
1
NAM Banking, Capital Markets and Advisory, Investment Banking
Chicago, IL
Jan 02, 2024

valuable role on your team; and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Our Institutional Clients Group, is looking for Summer Associates to join the Banking, Capital Markets & Advisory Investment Banking team in NAM.

Typical responsibilities of the Leveraged Finance group includes originating, underwriting, marketing, structuring and executing debt capital markets transactions for corporate and private equity clients. Your time here will look something like this: Conduct industry analysis and research to intelligently advise corporate clients Handle multiple banking projects while managing time and expectations

Develop new business presentations We provide you with knowledge and skills you need to succeed. We're committed to teaching you the ropes. The 10 week program starts in June and begins with a 1 week intensive training program.

You will also be able to meet and network with Citi professionals from all parts of the bank through Citi's formal mentor program and Summer Associate events, both of which are great opportunities to hear people's experiences and learn more about the firm. Once you complete the program, you will be eligible for a full-time offer. We want to hear from you if: You are pursuing an MBA from a top academic institution in the U. S. You have relevant work experience Who

we think will be a great fit. A dedication to learning and a true passion for the business are vital.

As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking, and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: Commitment to personal growth and career development - a strong desire to learn and success in team environments Knowledge of the global or domestic business landscape is a plus, but not required Strong communication, planning, and organizational skills Passion for client service and a dedication to deliver the best results on every project Desire to develop a deep understanding of the financial industry Unquestioned commitment to integrity and ethical decision-making Annual Salary = $175,000 Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Primary Location: Chicago Illinois United States Primary Location Salary Range: $150,000.00 - $180,000.00 Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries (" Citi" ) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the " EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

POPULAR
Teller, Part Time
1
Teller, Part Time
Billerica, MA
Jan 02, 2024

focus on performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Teller promotes strong customer relationships as follows: conducts a wide array of customer transactions; recommends products and services in conformance with established Bank objectives; and assists customers with questions, as requested.

Responsibilities Customer Experience Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners

as appropriate. Operational Excellence Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products, services and technology services.

Stays informed of and adheres to alerts, procedures and policies. 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 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. Brings requests for exceptions to branch supervisors as appropriate. 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 High School diploma or its equivalent. Three to six months banking or retail cash handling experience preferred. Strong customer service, interpersonal and organizational skills desired. Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Must possess 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 stand for extended periods of time and lift 25 pounds.

Middleinteraction Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled Search Firm Representatives, Please Read Carefully: Middleinteraction Savings Bank does not accept unsolicited resumes from search firms for this or any employment opportunity.

POPULAR
Financial Center Supervisor I
1
Financial Center Supervisor I
Bridgewater, NJ
Jan 02, 2024

our Overview Responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. Provide customers with a one stop experience regarding their financial needs, by focusing on customer-centric conversations to deepen relationships and become their trusted advisor.

Oversee the daily operational activities of the financial center, coach employees toward achievement of team and individual goals, and ensure sound compliance and risk measures are maintained. Responsibilities Support all aspects of the Financial Center, including individual and team performance, and compliance. Assist the Financial Center

Manager in building a high performing team through employee selection, onboarding, coaching and performance management. Drive proactive sales conversations through internal and outbound interactions including outbound calling, inbound contact center calls, appointment setting, and effective lobby engagement.

Manage risk by ensuring the FC team is in compliance with applicable regulations and Fulton policy and procedure, while demonstrating sound judgment within established limits. Utilize the CRM (Customer Relationship Management) system and other resources to foster relationship building conversations with customers and ensure a consistent approach to new customer onboarding and expanding

existing relationships. Resolve complex or escalated customer inquiries.

Provide ongoing support to customers regarding products and services and account maintenance requests. Process teller transactions and assist with operational activities as needed. Maintain flexibility between performing the various aspects of the role. Participate in off-site networking and community events. Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems. Qualifications Education High School Diploma or equivalent. (Required)Associate Degree or the equivalent experience. Specialty: business or other related.

(Preferred)Experience2 or more years related business or sales experience. (Required)1 or more years supervisor or team leader. (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.

NMLSThis position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

POPULAR
Relationship Banker - East Hampton Financial Center - Spanish Preferred
1
Relationship Banker - East Hampton Financial Center - Spanish Preferred
Smithtown, NY
Jan 02, 2024

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.

This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities

to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.

--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.

--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40

POPULAR
Relationship Banker - Southeast PA Market Hire - Villanova, PA
1
Relationship Banker - Southeast PA Market Hire - Villanova, PA
Norristown, PA
Jan 02, 2024

cross-training opportunities. 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

POPULAR
Retail Banker
1
Retail Banker
Hudson, WI
Jan 02, 2024
POPULAR
Senior Banker - Bilingual Spanish Required
1
Senior Banker - Bilingual Spanish Required
Hillsboro, OR
Jan 02, 2024

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role is responsible for working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.

The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned

financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.

The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): --- Establishes relationships with individual and small business clients--- Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs--- Collaborates with partners in order to meet clients' financial needs--- Manages schedule to meet client demands--- Executes the bank's risk culture and strives for operational excellence You're a person who (required skills): --- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.

In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.

--- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. --- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. --- Is confident in identifying solutions for helping new and existing clients based on their needs.

--- Has strong written and verbal communications skills. --- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). --- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. --- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. --- Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

--- Can be flexible to work weekends and/or extended hours as needed. --- Bilingual/Spanish required You'll be more prepared if you have (desired skills): --- An associate's degree or bachelor's degree in business, finance, or a related field. --- Experience working in a financial center where goals were met or exceeded. --- Retail and/or sales experience in a salary plus incentive environment. --- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

--- Experience with financial information, spreadsheets and financial skills. --- Knowledge of banking products and services. --- Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills Used in this Role: --- Active Listening--- Business Acumen--- Client and Customer Focus--- Oral Communications--- Problem Solving--- Account Management--- Client Experience Branding--- Client Solution Advisory--- Business Development--- Pipeline Management--- Prospecting--- Referral Identification--- Referral Management Shift:1st shift (United States of America)Hours Per Week: 40

POPULAR
Part Time Teller - South Veterans/Bloomington
1
Part Time Teller - South Veterans/Bloomington
Bloomington, IL
Jan 02, 2024

Eventual procurement 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.

POPULAR
Senior Banker - Northdale Financial Center -
1
Senior Banker - Northdale Financial Center -
Alabaster, AL
Jan 02, 2024

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role is responsible for working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.

The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned

financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.

The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): --- Establishes relationships with individual and small business clients--- Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs--- Collaborates with partners in order to meet clients' financial needs--- Manages schedule to meet client demands--- Executes the bank's risk culture and strives for operational excellence You're a person who (required skills): --- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.

In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.

--- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. --- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. --- Is confident in identifying solutions for helping new and existing clients based on their needs.

--- Has strong written and verbal communications skills. --- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). --- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. --- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. --- Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

--- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- An associate's degree or bachelor's degree in business, finance, or a related field. --- Experience working in a financial center where goals were met or exceeded. --- Retail and/or sales experience in a salary plus incentive environment. --- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

--- Experience with financial information, spreadsheets and financial skills. --- Knowledge of banking products and services. --- Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills Used in this Role: --- Active Listening--- Business Acumen--- Client and Customer Focus--- Oral Communications--- Problem Solving--- Account Management--- Client Experience Branding--- Client Solution Advisory--- Business Development--- Pipeline Management--- Prospecting--- Referral Identification--- Referral Management Shift:1st shift (United States of America)Hours Per Week: 40

POPULAR
Relationship Banker II (Lily Flagg Branch
1
Relationship Banker II (Lily Flagg Branch
Huntsville, AL
Jan 02, 2024

drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.

Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information

by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals.

This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping

customers reach their financial goals by understanding and meeting customer needs.

The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose Owns and resolves customer issues Refers customers to an internal team of experts when complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.

This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to fedregistry. nationwidelicensingsystem.

org for more information. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences Bachelor's degree Life Insurance License One (1) year of cash-handling, banking, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Excellent relationship-building skills Strong communication and customer focus This position may be filled at a higher level of Senior Relationship Banker depending on the candidate's qualifications, relevant experience, and an active Life Insurance License.

Position Type Full time Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that " one size does not fit all" for benefits-eligible associates.

Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

To learn more about Regions' benefits, please click or copy the link below to your browser. /welcometour/benefits. rf Location Details Lily Flagg 1015 Memorial Pkwy Location: Huntsville, Alabama Bring Your Whole Self to Work We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, interactionual orientation, gender identity, disability, veteran status, genetic information, interaction, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer.

More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do. OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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Executive Managing Director, Wealth Advisory
1
Executive Managing Director, Wealth Advisory
Alabaster, AL
Jan 02, 2024

and retention through the delivery of top-tier service and full-service wealth management solutions; develop, train, and mentor team members to promote career growth and professional development, while fostering relationship-based skills necessary to deepen and expand client relationships.

Additional Duties: In partnership with Commercial and Wealth Management senior leadership, create and implement a sustainable new business development program focused on significant, organic growth, through a coordinated effort and team-based approach through: Providing support and guidance to the team, including review/development of proposals and presentations, for new business opportunities with

prospective clients Effective management and overseeing team delivery of wealth management services and solutions (in accordance with Busey's Pillars, the Client Engagement Model, and the Wealth Management Service Blueprint) to ensure service excellence to client relationships with the goal of long-term retention Motivating, developing, and coaching team members to grow their technical knowledge-base and relationship management skillsets in order to maximize value and service delivery to clients Support career growth and overall professional development through enhanced training, individualized career-pathing, and performance management Develop and lead both market-specific and company-wide business

development initiatives through: Driving and championing other revenue-enhancing activities at the team level as directed by senior leadership Coordinating with internal partners within Wealth Management to identify new opportunities while also seeking to expand wallet share with the existing client base Fostering the development of tailored, goal-based investment programs and comprehensive financial plans for clients, including partnering with the in-house investment team and financial planning team The Executive Managing Director will also: Serve as a coach and mentor to other Wealth Advisory Directors Represent Wealth Advisory on cross-functional teams and assisting with strategy development, soliciting feedback and championing implementation of changes Evaluate of client base for proper alignment and adjust to the most fitting partner if no longer meeting target client criteria Conduct a risk analysis for an assigned book of business on a regular basis to increase client retention and identify missed or new opportunities Manage unique needs identified in a high-growth projected market as determined by senior leadership Lead pipeline management routines with teams and coach on pipeline execution Ensure delivery of the investment and fiduciary platform credit and banking solutions and enterprise capabilities to clients Partner with other market leaders to ensure all team members receive the most appropriate and timely development solutions Drives an enterprise mindset and referral activity across disciplines WHAT YOU'LL BRINGKnowledge of: Strong sales and client service skills Strong oral and written communication skills Proven sales success including - prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals Wealth Management, planning concepts, subject areas.

Including Investments, Comprehensive Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, and Tax Planning Strong relationship management and team building skills Ability to: Plan and implement client recognition and prospecting events at the team level Participate in community activities and organizations to support and enhance local partnerships while building greater awareness of the Busey Wealth Management brand Comply with, and stay informed of, all Bank and Wealth Management policies and procedures as well as applicable state and federal regulations Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion Make strategic and independent decisions for the benefit of the team Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required WHY IT MATTERSThe Executive Managing Director is an integral part of the success of Busey's regional client model as the organization draws closer to the intersection of commercial lending and the well capitalized client.

This leader will work in close partnership with their regional leadership from all lines of business to foster continued support for company-wide growth initiatives centered on new client acquisition and the continued maintenance of existing client relationships. EDUCATION, TRAINING & STANDARDS OF PERFORMANCE Bachelor's degree required 3+ years of private wealth advisory team leadership experience 7-10 years Wealth Management/Financial Advisory experience; prior team leadership experience preferred Demonstrated progression of an expanded client base and consistently exceeding revenue targets Ability to navigate complex partnerships, Family Office relationships and Institutional partnerships Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferred; military experience a plus Requires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.

On-going development and broadening of appropriate knowledge and skills. 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.

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Department Specialist - Midvale, UT (Hybrid Schedule)
1
Department Specialist - Midvale, UT (Hybrid Schedule)
Midvale, UT
Jan 02, 2024

committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. We are currently seeking a Department Specialist to support our Collections Department at Zions Bancorporation's new Technology Center located in Midvale, Utah.

This position is a hybrid work schedule. The ideal candidate for this role will have the skills and experience necessary to meet the following responsibilities and qualifications: · Provide a variety of staff support services to an organizational unit/department· Administers various programs, projects, and/or processes specific to the operating unit served· Provides customer service by interaction

with 3rd Party Mortgage Servicer and other departments within the Bank. Assist others within and outside the company regarding issues related to the department· Train and assist other employees· Perform a variety of clerical duties, which may include, but not limited to, electronic safe keeping of records, answering phone, maintaining reports and other pertinent data· Assist in preparation and control of records, statistics, and reports regarding mortgage servicing oversight, etc.

· Perform other duties as assigned Qualifications: · Requires High School diploma or equivalent and some office, administrative, clerical or other directly related experience. · A combination of education and

experience may meet job requirements. · Basic knowledge of departmental functions, office/administrative functions, banking and/or departmental processes and procedures.

· Must have good customer service and communication skills, both verbal and written. · Good problem resolution skills. · Must be accurate and detail oriented. · Working knowledge of various computer software including spreadsheets and word processing. · Familiarity with Microsoft Office - Excel, Word, Outlook, Teams. · Able to work within high pressure deadlines· Bankruptcy basic knowledge is helpful 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

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Relationship Banker
1
Relationship Banker
Shrewsbury, MA
Jan 02, 2024

who gets excited about forming relationships with customers, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for – then come join us!

Position Overview: Responsible for all customer service duties including sales and relationship management, while reaching or exceeding established goals. Master the Uni Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties. Primary Accountabilities: Continually exceeds customer service expectations by offering excellent service, including greeting customers,

smiling, using their name and building rapport with customers designed to generate customer loyalty. Serve as customers' single point of contact on all Uni Bank products and services.

Services customers by processing a variety of teller and platform transactions quickly with minimal or no errors according to established bank policies. Cross sells products and services and makes appropriate referrals to other staff members and departments to ensure customer needs are met. Verifies all transactions and proves cash drawer upon completion of assigned shift to ensure compliance with Uni Bank Standards of Performance Policy. Seeks assistance as needed to resolve proof discrepancies. Performs

security function by opening and closing bank and vault and ensuring overall safety and security of bank grounds.

Opens new accounts, certificates of deposit, and all other products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system. Takes consumer loan applications with a focus on cross-selling other bank products and services. Retains existing customers and develops new customer relationships. Implements all sales strategies, including new products and services and participates in business development and outreach as directed by management.

Proactively resolves customer complaints. Works in a team setting on various projects including employee contests, sales programs, etc. Adhere to established standards, policies and procedures. Deliver strong community visibility. Participate in community and networking events Responsible for complying onsite operational compliance, internal controls, security polices and procedures and assuring compliance with all laws, regulations and corporate policies. Experience and Education: High school diploma or equivalent required; Associates Degree preferred. Experience with cash handling, customer service, and sales required.

Previous experience retail banking preferred. Knowledge, Skills and Abilities: Must have strong verbal, written, math, customer service, sales, PC and operational skills. Ability to work independently and in a team environment This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.

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