a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are: As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments,
insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.
What you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets) Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review Monitor and manage client's existing credit relationships by reviewing current loan portfolio
on a regular basis Identify and recommend products and services best suited to meet clients' needs Develop and maintain excellent working relationship with credit underwriting team Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients Provide leadership within the private banking team, while remaining a team player Accept special project assignments in support of the private banking group What you'll need: Bachelor's degree or equivalent work experience 5+ years of experience in financial industry Working knowledge of financial analysis relating to personal financial statements and personal income tax returns NMLS license; the ability to transfer license to Frost or obtain license within 60 days Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups Ability to perform with limited supervision Experience in managing a portfolio of affluent and high net worth clients Demonstrated capacity to sell products and services within the financial services industry Proven record of success in cultivating new relationships Outstanding interpersonal, calling, sales, and negotiation skills Excellent verbal, written, communication, organizational, and customer service skills Proficient in Microsoft computer applications Additional preferred skills: Series 7, 63, & Group 1 Insurance license (or attainment within 6 months).
Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit training Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.
This includes: Medical, dental, vision, long-term, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U. S. banks by asset size and is a leader is banking customer satisfaction.
At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial solutions to help our high: net: worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker.
We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve.
Job Description The Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature.
Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses. Team Culture We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic. Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct
contact to handle your client base and provide a personal touch experience.
How Youll Spend Your Time: You will develop and implement a relationship management plan for potential customer accounts to identify and build relationships; and actively identify new prospects and develop new loan and deposit business. : You will negotiate loan proposals with customers; this includes analyzing and evaluating credit requests and underwriting loan commitments, coordinating with the Private Wealth Underwriting group, and recommending appropriate credit grade. You will present to the loan committee and implement approval or declination action.You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.You will manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues.
: You will serve as the relationship manager in delivery of products and services across departmental and divisional lines while facilitating resolution of operational problems for customers across all divisions.
Education and Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 3:5 years of directly related experience in credit/banking and/or 6:8 years of equivalent combination of education and experience. : Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements: Good knowledge of accounting principles and practices: Demonstrated capacity to sell products/services within the financial services industry: Good understanding of credit underwriting, documentation, loan policy, and regulations: Good knowledge of financial analysis including ratio and trend analysis and projections: Thorough knowledge of client benefits offered by Brokerage, Investment manageme
achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Senior Banker II 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 and problem resolution, as requested.
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 Senior Banker II is proficient in all Senior Banker I requirements. In addition, they are proficient with business loan closings, business deposit account analysis, complex IRA transactions and accounts, and safe deposit box maintenance, among other technical and people skills.
The Senior Banker II supports the branch supervisors in creating the best customer experience possible. Operational Excellence - Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products and services. Displays expertise with the Bank's digital products and is a resource for customers and other employees as needed. Performs branch settlement, basic
recycler troubleshooting, and branch opening and closing as needed.
Stays informed of alerts and other company communications. Acts as a resource to branch staff for operational questions and issues. 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. Performs overrides and exceptions thoughtfully and within limits and seeks assistance as appropriate. Teamwork - Is an active part of the branch team; identifies what needs to be done and steps in as needed. Supports the branch supervisors in implementing Bank policies, procedures and initiatives.
Acts as a resource for other team members and supports branch supervisors in 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. May perform the functions of a Senior Banker III or Assistant Branch Manager in absence of said manager; this includes opening and or closing the branch facility and being the banker in charge on any given day.
Performs the functions of a Banker as necessary and appropriate. Decision Making - Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Draws on knowledge, experience and insights and recommends solutions. Is proficient at recognizing and preventing fraud and acts as a resource for branch staff in recognizing and preventing fraud. Miscellaneous - Assists the Branch Manager and Assistant Branch Manager in the caretaking of the branch facilities. 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 2+ years of Banker experience or similar customer service related position 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 Middleinteraction Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled
achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Senior Banker I 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 and problem resolution, as requested.
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 Senior Banker I is proficient in all Banker II requirements. In addition, they are proficient with home equity closings, basic wire approvals, lost bank checks, basic service recovery, processing fraud claims, and complex business accounts, among other technical and people skills.
The Senior Banker I supports the branch supervisors in creating the best customer experience possible. Operational Excellence - Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products and services. Displays expertise with the Bank's digital products and is a resource for customers and other employees as needed. Performs branch settlement, basic
recycler troubleshooting, and branch opening and closing as needed.
Stays 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. Performs overrides and exceptions thoughtfully and within limits and seeks assistance as appropriate. Teamwork - Is an active part of the branch team; identifies what needs to be done and steps in as needed. Supports the branch supervisors in implementing Bank policies, procedures and initiatives.
Acts as a resource for other team members and supports branch supervisors in 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. May perform the functions of a Senior Banker II, Senior Banker III, or Assistant Branch Manager in absence of said manager; this includes opening and or closing the branch facility and being the banker in charge on any given day.
Performs the functions of a Banker as necessary and appropriate. Decision Making - Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Draws on knowledge, experience and insights and recommends solutions. Is proficient at recognizing and preventing fraud. Miscellaneous - Assists the Branch Manager and Assistant Branch Manager in the caretaking of the branch facilities. 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 Additional Requirements At least 18 months of Banker experience or similar customer service related position within banking. 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 Middleinteraction Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled
bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a seasoned Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Heights-Taylor / Houston financial center.
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: Provide full-service banking services to new and existing customers within the branch/financial center, with a primary focus on sales and service Process all financial
transactions accurately and in a timely manner within established authorized limits and other customer service duties within the branch/financial center Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerninteractionecute the sales discovery process and manage customer relationships Conduct backssments with clients to determine their financial needs and make appropriate recommendations Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed Execute inside/outside sales calls to prospects and established customers Establish, expand, and
maintain strong customer relationship by providing extensive, personalized service focused on specific needs of each banking customer Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss Perform all duties in compliance with laws, regulations, and bank policies and procedures Resolve client concerns through direct personal action or referral to alternative branch or bank resources Adhere to the bank's security policies while maintaining confidentiality of bank records and client information Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and branch goals Perform other duties as assigned Qualifications: High school diploma or equivalent2+ years' experience in banking, sales, teller, new accounts, loan processing or other directly related experience Previous experience in a financial sales representative-oriented role with knowledge of consumer lending applications processes and procedures preferred Strong banking and sales experience preferred Meeting sales goals and/or sales referral goals experience preferred Proficient knowledge of mathematical calculations and standard banking products, services, and transactions Strong knowledge of all retail products and services Strong customer service, interpersonal, communication, and relationship building skills, both verbal and written Effective selling, cross-selling, and referral skills Strong problem-solving and negotiation skills Strong attention to detail and time management Proficient in basic computer skills Hours of Work: Days and hours of work are Monday through Friday; 8:30 a.
m. to 5:30 p. m. and Saturday; 9 a. m. to 1 p. m. This is a full-time position: 40.00 hours per week. Must be able to work a flexible schedule within the hours listed above.
Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career. 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 Holidays401(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 Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.
top-notch service to your clients and have a proven track record of retaining and building your client list, please start your application today! Responsibilities: • Establish and maintain relationships with realtors, bank officers, builders, and the community at large in order to retain existing and attract new business• Manage a large pipeline of loans to ensure your production meets our requirements• Communicate a thorough understanding of different loan programs and closing costs to help prospective buyers make a decision• Interface with realtors, processors, and underwriters to ensure a smooth transaction while overseeing all customer interactions• Ensure accurate and timely preparation
of all required documents from borrowers, loan officers, title companies and other related industry professionals Qualifications: • Knowledge of state and federal regulations, and company underwriting policies and guidelines • Provide excellent interpersonal and customer service skills, superior written and verbal communication skills, and exceptional decision-making ability• 3-5 years of real estate, mortgage origination, or lending experience required• Previous experience with Office Suite and loan originating software such as Experian, Calyx, or Lending Wise preferred • Understand a variety of loans such as: FHA, VA, USDA, conventional, fixed/ adjustable, bridge, non-conforming, FNMA and FHLMC,
and Home Equity Lines of Credit• An established book of business is preferred• Bilingual - Spanish/English speaking a plus Compensation: $80,000+ at plan yearly About Company: Grandview Lending is a family-owned and operated residential mortgage lender.
Our goal is to help people in our communities obtain new home loans and refinance existing mortgages. Grandview Lending is a conventional, FHA, VA, rural housing, and reverse mortgage-approved lender and works with high-quality national lenders to offer our customers appropriate choices to their individual circumstances. As a broker, we are able to give our clients the old-fashioned personal service not seen today at name-brand banks.
This position is available for our Wamego location. Responsibilities: • Cash counting and handling• Computer skills• Customer service, greeting customers, and helping them with transactions Qualifications: • High school graduate, G. E. D. recipient, or equivalent • Display strong communication skills, active listening skills, and personal skills Compensation: $12 - $16 hourly About Company: Since our inception in 1913, the Kaw Valley State Bank has been the “Bank of Personal Service” for the surrounding communities.
The Kaw Valley State Bank is a member of the Federal Reserve Bank, the Federal Deposit Insurance Corporation, the American Bankers Association, the Independent Bankers of America, the Kansas Bankers Association, the Community Bankers Association, and an Equal Housing Lender.
exceptional customer service and selling full commercial banking solutions to clients. Key responsibilities of Relationship Manager: Drive revenue by continually prospecting for strong clients and financially sound relationships. backss the creditworthiness of potential borrowers and recommend credit transactions.
Own a loan from inception through performance and carefully monitor loan portfolio performance to ensure compliance with all financial covenants. Market and originate high quality loans and appropriately balance growing the business while protecting the bank Be responsible for timely and accurate reporting and monitoring of clients' loan accounts Market commercial banking services
including deposits, payments and treasury management Focus on customer service and relationship maintenance. Position Requirements: The successful candidate will possess at a minimum a Bachelor's degree and five years of commercial lending experience.
The candidate must possess proven strong relationship building, prospecting, loan structuring, underwriting, negotiation, client management and client retention skills. Thorough knowledge of commercial products and services. Extensive knowledge of commercial lending laws, regulations and practices. Experience with treasury management products strongly preferred. Working knowledge of financial statements required. Local market knowledge,
relationships and community involvement required. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)
transactions efficiently while providing superior customer service. Offer products and service solutions. Provide account services to customers including but not limited to processing deposits, withdrawals, loan payments, check cashing, selling cashier's checks, etc.
Balance cash drawer and ATM. Scan teller transactions in preparation for electronic submission. Order cash for branch or service as a backup for cash ordering Answers general customer questions. Teller/CSR Requirements: Excellent customer service skills Strong communication skills Ability to use and learn computer-based systems Cash handling experience Attention to detail Benefits: Health, dental and vision insurance Life
and long-term disability insurance Paid time off11 Paid holidays401(k) retirement plan with company contribution Student loan and tuition assistance Interested in joining our team?
Apply now! Woodsville Guaranty Savings Bank encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran. PIcd83f9f86fba-25660-33441389
and bank policies. The Virtual Banker will place a strong emphasis on cross-selling bank products while insuring a high quality of service is delivered to our clients. MINIMUM QUALIFICATIONS: •High school diploma or equivalent required; some college preferred.
•Minimum of 2 years previous banking experience required; Teller experience preferred. •Superior knowledge of bank products and services required. •Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. •Experience communicating via virtual technology preferred. •Must be able to recognize sales opportunities preferred. •Technology proficient - strong core technology
skills, coupled with the ability to quickly learn and effectively use new technology. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: •Greet all clients via teleprompter in a timely, professional manner.
•Effectively use bank resources, procedure manuals and reference materials to independently service client inquiries. •Process all Interactive Teller Machine (ITM) transactions through video interaction efficiently and accurately while providing quality customer service and building customer loyalty. •Promote usage of the new Interactive Teller Machine (ITM) with clients and Republic Bank Associates. •Responsible for providing a variety of customer service functions via Interactive Teller
Machines. This may include processing complex and high risk transactions with the ability to waive fees within set limits and increase check card limits within set limits.
•Responsible for balancing each day’s transactions and verifying cash totals while meeting Republic’s standard of performance. •Resolves client inquiries with a strong emphasis on cross selling bank products and services that complement the client relationship. •Responsible for maintaining confidentiality of client account information. •May prepare reports as assigned from Net Manager to provide information on statistics and improvement initiative. •Meet all departmental and individual service standards.
•Maintain a high level working knowledge of Interactive Teller Machine and Teller Now! following the guidelines established by the Interactive Teller Department. •Responsible for following Republic Security procedures. •Ensure adherence to scheduled shift start times and break times to optimize availability. •Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required. •Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability and dedication to the organization.
•Willingly performs all other duties and projects as assigned. INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED: •Strong communication skills (including verbal and non-verbal) and active listening skills. •Requires a high energy level and strong sense of urgency. •Must be self-motivated and able to work in a fast paced, team environment. •Must be well organized and able to multi-task. •Must possess the decision-making ability and problem solving skills to offer a variety of solutions. •Must be comfortable being on camera at all times while servicing clients.
•Comfortable with emerging technologies (e. g. virtual customer interactions). PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk.
The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate. OTHER REQUIREMENTS: •Travel between Republic Banking facilities may be required. •Flexible work schedule that will include some evenings, weekends and overtime. •Occasional out-of-town travel is required. •Stay abreast of new developments, best practices, and statutory and regulatory changes.
The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities or requirements. recblid d17l3737ocjp3dpj8r23eql53scy08
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
a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining your knowledge of all products, services, technology and policies.
Adhering to all operational, security, risk and regulatory policies and procedures. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar
role. Preferred Qualifications: Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience.
Ability to build, deepen and retain relationships. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, interaction, national origin, age, disability, interactionual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
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
services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.
Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing
a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication
channels. Team Culture We're passionate about what we do and it shows.
Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How Youll Spend Your Time: You will be responsible for delivering exceptional client experience to build, expand, and retain long: term client relationships.
While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals. : You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E: Statements, and mobile and ATM deposit capabilities. : You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
: You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc. ) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self: improvement initiatives and skill: building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
This will also be accomplished by actively participating in coaching and feedback sessions by setti
environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. We are looking for a Relationship Banker (Commercial Lending) in Pasadena, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and credit, portfolio management, participates in the development of overall commercial loan objectives, policies and practices and has a strong COI connection in the San Gabriel and San Fernando Valley area's.
Essential Functions: Responsible for acquiring, analyzing and maintaining client relationships. Provides suitable credit, deposit or other banking services as well as counsel and advice to
best meet clients' needs. Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
Solicits the sale of additional products and services to meet clients' needs. Develops and implements marketing plans for expanding business. Negotiates loan terms and conditions. Remains well versed in industrial, economic and financial situations relating to assigned clients. May be assigned specialized industry or market segments. Other duties as assigned. Qualifications: Requires a bachelor's degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience.
A combination of education and experience may meet requirements. Basic knowledge of bank products, credit and commercial lending techniques and procedures. Ability to expand loans, client relationships and bank products. Must have good interpersonal, oral and written communication skills needed to create relationships with loan clients. Good analytical and negotiation skills. Limited use and/or application of basic lending principles, theories, and concepts. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $62,000 to $107,500 hourly depending on job-related factors such as level of experience.