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Mortgage Loan Officer
1
Mortgage Loan Officer
West Linn, OR
Jan 01, 2024

Develop and maintain knowledge of loan products, policies, procedures and underwriting requirements. Collect and analyze customers financial and credit information to determine mortgage financing options. Completes a quality loan application using Encompass, securing a locked interest rate as quoted to the client, ensuring the borrower qualifies for the loan program, collecting all supporting documentation, and handling any problems that arise during processing that may jeopardize the loan approval.

Deliver an extraordinary client experience by listening first and staying in complete and honest communication with clients both verbally and through written or electronic means. Review active

loan files each day to determine if any documents are missing or what can be done to help the process move along. Develop and grow successful relationships with business referral sources and generate leads to gain new clients.

Maintain NMLS registration and eligibility. Adheres to the minimum required production standards as communicated by mortgage management. Follow industry news and information, be involved in the community and represent the bank in a professional manner. Attend company sales meetings, trainings and bank sponsored events. Maintain confidentiality and discretion over sensitive information. Comply with and follow all applicable policies and procedures as well as governing

laws and regulations. This includes but is not limited to: performing all assigned duties under the WVBK compliance programs and related laws and regulations.

Successfully completing all mandatory compliance training as assigned in a timely manner. Knowledge, Skills and Abilities: Knowledge of principles and methods for showing, promoting, and selling products or services including marketing strategy, sales techniques, and lead generation skills. Strong knowledge of mortgage industry policies and procedures. Strong organizational and time management skills. Ability to pay close attention to detail. Ability to build and maintain positive and effective relationships with others.

Aptitude for self-development and learning. Ability to analyze and comprehend financial data and to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to define problems, collect data, establish facts, and draw valid conclusions. Intermediate computer skills including: word processing, spreadsheet programs, mortgage systems software, internet and database management programs. Ability to gather data from multiple sources, test assumptions, evaluate alternatives and make recommendations.

Ability to adapt well to change with the willingness to maintain a flexible schedule. Ability to work within a structure, take direction and be a strong team player. Ability to read, analyze, and interpret general business information and government regulations. Ability to communicate clearly and effectively verbally and in writing. Education and Experience: 2 Years of experience working in finance, banking or mortgage lending Associates Degree in business or related field or equivalent combination of education and experience Mental and Physical Effort: Decision making normally involves the ability to apply rules, regulations, policies and procedures to the work.

Guidance and direction may be available. Lifting equipment or files of 1-10 pounds on a regular basis, lifting equipment or boxes of 10-25 pounds on an occasion. Sits or stands for long periods of time working at a computer and typing. Uses hands to handle controls or feel objects, tools or controls. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.

g. words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Working Conditions: Works in a customer facing position in an office environment with minimal workplace hazards and low to moderate levels of noise. May deal with customers or visitors to the workplace who may be upset or pose challenges. Works during the day and during the week, some positions may require working on weekends. Occasional travel to other work sites, conferences, training or meetings may be required.

A Mortgage Loan Consultant with Willamette Valley Bank must be highly ethical and have respect for our clients and our brand. Continually and proactively identifies, develops and maintains a quality network of business relationships that serves as a recurring of referrals for new mortgage lending opportunities. Mortgage Loan Consultants ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.

POPULAR
FT Universal Banker/Floater Mamou
1
FT Universal Banker/Floater Mamou
Ville Platte, LA
Jan 01, 2024

Must have and retain extensive knowledge of bank products and services in order to serve the customer effectively. Perform basic teller, vault, collection, new accounts, and back up loan related duties. Maintain a high level of company and customer confidentiality.

Adherence to and support of all compliance and BSA/AML rules and regulations related tothis job function. Performs other duties that may be assigned by Management. The Universal Banker is to rotate various job duties at least bi-monthly for a week. Pays and receives and maintains a teller drawer. Maintains records for vault. Inputs currency orders and shipments. Completes laser pro worksheets as requested by loan officers.

Assists in safe deposit box customer entry. Note: Universal Banker I spends less than 60% of time working the teller line. Universal Banker II spends greater than 400% of the time working the platform.

Education and Experience: High school diploma or general education degree (GED) One year of teller experience in a financial institution with additional training in a business-related area. Preferred Skills: Business degree from a technical school and/or college preferred. General knowledge in Microsoft programs Excel, Word and Outlook. Proficient at operating a computer, typing/word processing, ten key number pad, printer, faxmachine, and copier. May require successful registration with,

and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.

A. F. E. Act). The interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor through the day. Must possess superior organizational skills, communication skills and capable of making goodjudgments. Must have a professional appearance and manner at all times. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms; and talk and hear. The employee is occasionally required to climb or balance and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus. Powered by Jazz HR

POPULAR
Client Experience Banker, Teller Leader - Mt Pleasant
1
Client Experience Banker, Teller Leader - Mt Pleasant
Mount Pleasant, SC
Jan 01, 2024

together. We are your perfect company if you value community, integrity, and fun. Our employees enjoy working here because we foster a sense of belonging, our words and actions are rooted in kindness, and our leadership teams interact at every level of the organization.

We know our employees have a choice where they can work, and we are grateful that they choose Southern First. What's in for you: Opportunities for development and advancement Tools and training to help you succeed Supportive environment with a successful, stable organization Recognition for ideas, creativity, and dedication Competitive salary and benefits packageBenefits include: Medical, Dental & Vision insurance, 401K,

Health Savings Account, Flexible Care Spending Account, Dependent Care Spending Account, Critical Illness Benefits, Life & Accident Insurance & Disability Insurance Primary Responsibilities: Job Description Perform standard retail banking responsibilities, such as: safe deposit box services, cash checks, process credit card advances, redeem U.

S. Savings Bonds, issue and sign cashier checks and loan proceeds checks, and accept loan payments and deposits, verifying cash and endorsements, and issue receipts. May include answering and directing incoming client phone calls by discerning the levels of priority as well as escalation of calls to the appropriate team member, as necessary. Research

and verify account information and resolve problems for clients as necessary.

Educate clients on bank services, products, and digital capabilities by developing and maintaining a strong working knowledge of all relevant Bank products and services. Balance transactions at end of day and verify cash totals Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws. Assure full compliance with BSA and Reg CC and all other regulations, policies and procedures. Complete other duties as assigned. Lead Teller Position: Performs all of the above responsibilities, and: May be granted override permissions for teller team transactions and teller systems.

May assist management in developing strategies and processes to exceed client service via the teller line. May be responsible to coach and teach team to deliver exceptional service to clients. May assist management with teller team appraisals and individual teller development plans and career training. May be responsible for Vault Maintenance. ADDITIONAL RESPONSIBILITIES OR DETAILS Perform backup functions such as processing check orders. May assist Client Experience Officer in opening and closing. ESSENTIAL SKILLS, EDUCATION AND EXPERIENCERequired: Cash handling accuracy.

Proficiency in Microsoft Outlook. Ability to effectively communicate while displaying the professional demeanor which is identified with Southern First Bank. Ability to maintain regular consistent and professional attendance, punctuality and professional appearance. Ability to operate computer and other standard office equipment such as a typewriter, 10 key calculator/adding machine, copier, and fax machine. Ability to multi-task while maintaining a rapid response rate for acknowledging clients in person as well as incoming calls. Knowledge of retail banking rules, regulations, policies and procedures.

Successful completion of all training deemed necessary by the Bank. Preferred: High school diploma or equivalent. Banking Experience, ideally on both the teller and platform roles. Experience using bank systems: Horizon XE

POPULAR
Inside Senior Mortgage Banker - Albany
1
Inside Senior Mortgage Banker - Albany
Clifton Park, NY
Jan 01, 2024

leads that convert at a very high percentage. Our Mortgage Bankers have access to a wide range of loan programs and competitive rates while catering to a large customer base of veteran homeowners, those seeking government refinancing assistance, and first-time home buyers.

For more information please contact: Alexis Romitti - direct: (773) 922-xyz X - xyz X@ What We Offer: Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Custom marketing options, robust marketing support program(s), mobile app, and marketing CRM, give Mortgage Bankers the edge they need to compete and win! Experienced and highly trained operations staff for Processing,

Underwriting, Closing and more (ALL 100% IN HOUSE). Quick turn times - Our goal is to get your loans closed in 30 days or less Loan products for every scenario: FHA, VA, Conventional, USDA, Jumbo, 203k & Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance & Grant Programs, HECM's, Multi-Family, Commercial, Personal Loans and more!

Coaching programs led by Sales Division Leaders offered to Managers & LOs ready to grow their business and/or teams. Weekly National Sales Meetings to share Bank and industry news Employee Benefits: Comprehensive Health, Dental, and Vision insurance plans available; includes company paid life insurance Competitive Flex Spending Accounts

(FSAs) Employee Assistance programs (EAPs) for financial planning, emotional support, legal guidance, and work-life solutions Partial 401k matching Employee appreciation events Employee recognition on a national scale A true team culture working towards one common goal; helping homebuyers finance their dream homes!

Job Requirements: Minimum of 1 year of mortgage lending experience in a call center/consumer direct environment Active NMLS # Ability to manage time effectively due to the high volume of in-bound leads the banker will be expected to work Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads Strong interpersonal communication skills, ability to effectively interact with individuals within all departments of the bank Thorough knowledge of current loan originating guidelines/procedures Favorable credit and background check Bachelor’s degree preferred VA and FHA lending experience strongly preferred Veterans are strongly encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 1 year of experience and actively working in the mortgage banking industry.

Only qualified candidates will be considered. Website The Federal Savings Bank is an equal opportunity employer.

All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR

POPULAR
Call Center Mortgage Banker - Timonium
1
Call Center Mortgage Banker - Timonium
Alabaster, AL
Jan 01, 2024

you want to! ). This opportunity is extremely fast-paced and we deliver a high volume of hot, in-bound leads that convert at a very high percentage. Our Mortgage Bankers have access to a wide scope of loan programs and competitive rates while catering to a large base of veteran homeowners, those seeking government refinancing assistance, and first time home buyers.

What We Offer: Federal Charter, lend in all 50 states the moment your NMLS is transferred! Experienced, trusted, and accessible leadership Hot inbound leads delivered right to your CRM Robust marketing support program(s), mobile app, and digital closing technology give Mortgage Bankers the edge they need to compete and win

(Spanish language marketing materials also available! ) Experienced and highly trained in-house operations staff for Processing, Underwriting, Closing Shared or dedicated Loan Officer Assistants for top producers More ways to say YES to your borrowers: We offer FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM's, Multi-Family, ITIN, Secured & Unsecured Personal Loans and more!

Secondary Department w/ robust portfolio of investor relationships and direct seller to Fannie Mae, Freddie Mac, Ginnie Mae Regional or dedicated Lock desk support options Coaching programs available to Sales Managers

and Loan Officers looking to grow their business and expand their teams.

Annual Chairman's Club Trips to incredible cultural destinations places like Italy, Peru, and Spain! Medical, Dental, and Vision insurance plans available along with company sponsored Employee Assistance Programs Partial 401k match and company-paid basic life insurance Job Requirements: 1-2 years of experience as a Mortgage Loan Originator (MLO) or Junior MLO Active NMLS# strongly preferred Experience with VA refinance and purchase loan products strongly preferred One or more new purchase loans per month preferred Must have the ability to manage time effectively due to the very high volume of in-bound leads the banker will be expected to work Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads College degree or equivalent work or military experience Thorough knowledge of current loan originating guidelines/procedures Favorable credit history and background check Veterans are strongly encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 1+ years of experience and actively working in residential lending.

Only qualified candidates will be considered. For more information please contact : Alejandra Villasenor direct: 312-738-xyz X / xyz X@ Website The Federal Savings Bank is an equal opportunity employer.

All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR

POPULAR
Part Time Teller
1
Part Time Teller
York, PA
Jan 01, 2024

our Overview This is a part-time career opportunity (approximately 58 hours biweekly) based out of our Westgate financial center in York, PA. Must be available to be scheduled around (no Sundays). The Teller is responsible for providing an exceptional Financial Center customer experience with passion and enthusiasm while facilitating customer transactions and the referral of bank products and services.

Actively promote banking solutions to enhance a customer's service experience and achieve their financial goals. Assist with operational activities and responsibilities Responsibilities Assist clients with teller transactions accurately and in accordance with bank policy and procedure.

Accountable for the referral of products and services at the Financial Center. Recognize, demonstrate, and follow through on referral opportunities. Foster relationship building conversations with customers to ensure appropriate products/services are offered and customer needs are met.

Manage risk by maintaining compliance with applicable regulations, and Fulton policy and procedure to include operational, security and settlement procedures. Use sound judgment to identify and mitigate loss. Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems. Qualifications Education High School Diploma or equivalent. (Preferred)Experience6

to 12 months customer service experience. (Required)6 to 12 months cash handling experience.

(Preferred)This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future. EEO Statement Fulton Bank (" Fulton" ) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, interactionual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

POPULAR
Universal Banker - Windsor/Champaign
1
Universal Banker - Windsor/Champaign
Champaign, IL
Jan 01, 2024

needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform basic teller transactions. Make referrals to Bankers. Balance cash drawer on a daily basis. Scan work for image branch capture.

Education and Training Requires High School diploma. Requires previous banking and/or sales experience. Requires knowledge of Microsoft Office. Qualifications Knowledge of: Strong sales and customer service skills Strong oral and written communication 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
Cash Management Services Teller
1
Cash Management Services Teller
North Bergen, NJ
Jan 01, 2024

equipment and procedures. Separate currency, coin, and/or check deposits received from bank, ATM, and/or commercial customers providing accurate count by denomination. Prepare currency and/or coin change orders by denomination for each customer assigned.

Requirements Ability to read, count, add, subtract, write and record numbers. Ability to perform simple computer data entry. Ability to use calculator by touch. Working Conditions Full-time schedule consists of 40 hours per week performed in 8 hour or split shifts. Work is performed in a room or work area within a vault with little or no exposure to outside light. Work is performed from a sitting position (on a stool with back support)

or standing position (in front of a 3.5 - 4-foot-high counter) Benefits Loomis offers one of the most comprehensive employees benefit packages in the industry, which includes: Vacation and Sick Time (PTO) as well as Paid Holidays Health & Dental Insurance Vision Insurance 401(k) Plan Basic Life Insurance Plan Voluntary Life Insurance Plan Flexible Spending and Health Savings Account Dependent Care Account Industry leading Training and Development With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US.

Loomis prides itself on providing

employees with opportunities for career advancement and job satisfaction.

In fact, many of our company---s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team Loomis is an equal opportunity employer. EEO AA M/F/Vet/Disability. Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, interaction, protected veteran status or disability.

POPULAR
Community Relations Mortgage Loan Officer
1
Community Relations Mortgage Loan Officer
Grand Rapids, MI
Jan 01, 2024

Health Savings Account Contributions, Dependent Care flexible spending account (FSA) Retirement options like 401 (k) with company match and pension.

Tuition reimbursement To see a full list of our benefit offerings - check out this helpful guide! About this position: LMCU is looking for a Community Relations Mortgage Loan Officer to develop and execute strategies that are intended to create and build our relationships with the LMI/minority communities we serve.

A successful candidates will work in conjunction with the Community public relations champion for community events, sponsorships and activities and serves as lead contact to community groups and organizations. Independently

work to cultivate relationships with Community Leaders and other outside referral sources and centers of influence in an effort to increase residential mortgage business.

Acts as a liaison between applicants and LMCU; meeting with applicants, preparing loan proposals and examining active loans. Demonstrates excellent communication skills and interpersonal skills combined with exceptional sales skills. Manages a book of business consisting of existing and potential customers while maintaining active loans. What you'll do: Identifies new business opportunities and business partnerships as well as develops strong relationships with partner decision-makers. Educates the community through

traditional and non-traditional platforms of the benefits that LMCU can provide.

This will include events, presentations, and incoming calls. Maintains an active pipeline of overall community affairs eligible businesses. Identifies member needs and provides advice and guidance regarding financial solutions that are in the best interest of the member. Functions as the primary advocate for all LMI/minority communities by serving organizations in our service area for event planning, education, and scheduling within those communities. Serves as a brand ambassador for LMCU at industry and community events to place LMCU as a thought leader in services to the LMI/minority communities.

Raises community awareness about our commitment to the LMI/minority communities by presenting at public engagements, panels, webinars, etc. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Plans and executes neighborhood destination events to build positive public relations in all communities we serve. Originates, reviews and evaluates information on mortgage loan documents to determine if buyer, property, and loan conditions meet bank and regulatory standards. Approves or rejects loan application or requests additional information.

Establishes terms and conditions of an approved loan and reviews with member. Markets the Credit Union's mortgage lending program to companies and individuals within the real estate community. Acts as an active member of LMCU's Diversity, Equity and Inclusion Committee. Leads internal working group to solicit and provide feedback on our progress. Facilitates ongoing conversations and strategy meetings with members of the LMCU team to ensure the relevancy of the strategy. Review marketing campaigns targeted to LMI/minority communities to ensure their cultural relevancy.

Collaborates with marketing to develop advertising, marketing, and promotional plans, including Implementing social media strategies to grow online supporter base and traffic. Collaborates with Marketing to align partner needs and develop resources for those relationships to be successful. Assists in product marketing, including product launch, new business development, sales tools and competitive analysis. Works with Human Resources to identify and recruit diverse talent. PRIDE Competency: The employee consistently demonstrates commitment to the culture of Lake Michigan Credit Union by adhering to the 5-star promise, by openly contributing to the success of others on the team, and by living the core values that define the culture.

Specific attitudes, actions, and behaviors that demonstrate the employee's commitment to living the culture include regularly: --- Achieving a standard of excellence in their work; --- Bringing enthusiasm to their work; --- Conducting themselves with integrity in their interactions; --- Fulfilling a standard of honesty in their work; --- Sharing ideas that will improve their work and the work of the credit union; --- Demonstrating a commitment to do what is right; --- Following through to make sure their assignments are completed; --- Taking responsibility for each experience with members, employees, and others.

Compliance: Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. What You'll Bring: 2 years mortgage origination or lending experience preferred. Proficiency in a variety of personal computer software programs, including Microsoft Windows, Microsoft Outlook, and Excel. Ability to coordinate and prioritize large, detailed project requirements and schedules.

Is often required to oversee and direct several projects in different markets at once. A college degree. Must be bondable. Must have the ability to obtain an NMLS ID, pursuant to requirements of the S. A. F. E. Act. A significant level of interpersonal skills is required for extensive internal and external contact, as well as motivating, influencing, and building relationships with others with an upbeat, positive attitude. Must be comfortable in the following situations: cold-calling, face to face meetings, and presentations to differently sized groups while representing LMCU.

Demonstrates a positive member service (internal and external) focus at all times. Possesses an understanding of the cultural nuances of the LMI/minority communities in our field of membership. Who We Are: We're proud of our past, thrilled with our present, and couldn't be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan. As a credit union, LMCU is a not for profit institution, owned by its members, instead of corporate stock holders.

We are accountable directly to our members, and they directly share in our success - benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don't exist at traditional banks. It's about always doing what's best and right for our members - it guides everything we do. From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members. Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day.

As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members' lifetime financial needs. You'll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals. Have additional questions about the role? You may email us at: If you lack access to the internet or internet connectivity, or have a disability that hinders your ability to apply online, please choose one of the following options to obtain assistance: Call us at: (616) 242-xyz X Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316 Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate.

Information received via these options will be routed to our HR team, who will provide appropriate assistance to facilitate the completion of LMCU's online application. LMCU is an Equal Opportunity Employer

POPULAR
Personal Banker San Juan Main
1
Personal Banker San Juan Main
Edinburg, TX
Jan 01, 2024

to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in San Juan Texas at the San Juan Main branch.

Bilingual Spanish Preferred Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue

and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.

Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC

products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.

Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Managing Risk - backssing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video (content. /live/pnc/aboutus/recruiting/videos/OC_Branch Banker Recruitment%20MASTER_UPDATED%20MARCH2022.

mp4). Competencies Banking Products - Knowledge of and ability to provide products and services available through the retail banking branch. Digital Awareness - Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation. Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Matrix Management - Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines. Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

Prospecting. - Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact. Retail Lending - Knowledge of and ability to design and develop retail lending products and services, manage and evaluate operational processes and procedures and ensure compliance with local and company policies. Selling. - Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals.

Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers. Understanding Customer Needs - Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers. Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience.

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Additional Job Description Benefits PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.

To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC. Disability Accommodations Statement: If an accommodation is required to participate in the application process, please contact us via email at xyz X@. Please include " accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.

Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-xyz X and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of race, color, interaction, religion, national origin, age, interactionual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice (content. /live/pnc/aboutus/HR/Onboarding/PNC_CCPA_Privacy_Disclosure_Employee. pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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Financial Relationship Banker (Lombard, IL)
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Financial Relationship Banker (Lombard, IL)
Lombard, IL
Jan 01, 2024

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: 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

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Bank Teller - Steamboat Branch
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Bank Teller - Steamboat Branch
Steamboat Springs, CO
Jan 01, 2024

to apply. Yampa Valley Bank is a truly locally owned bank serving the people of Routt and Moffat Counties. Our singular commitment to community banking is reflected in the honest and friendly service provided to all our visitors. It’s what we call Genuine Hometown Banking.

It’s who we are. The original organizing members of Yampa Valley Bank consisted of local business owners and community leaders seeking an alternative to the detached practices of the large corporate banks. Initially founded as First National Bank of Steamboat Springs, the group received its charter and opened its doors for business in March 2000 as the only locally owned bank. Five years later the first branch location

was opened in Craig, Colorado operating as Moffat County National Bank. A Craig investor group facilitated the expansion and serve today as an advisory board.

First National Bank of Steamboat Springs converted from a National Bank to a State-Chartered Bank in August 2008 and brought both locations under one name – Yampa Valley Bank. Most of the original organizing members remain owners/directors, fulfilling the initial intent to ‘…put the community first and strive to exceed our customers’ expectations of a locally owned bank…’ as stated in the company’s mission statement. EOE recblid lvj39no21dqkoxlczsyeqdepe3ge5m

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Cybersecurity Governance Analyst
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Cybersecurity Governance Analyst
Midvale, UT
Jan 01, 2024

today. We are seeking a Cybersecurity Governance Analyst to join Zions Bancorporation Enterprise Information Security (EIS) Governance, Risk and Compliance (GRC) team. The Cybersecurity Governance Analyst plays a key role in understanding how cybersecurity risks and requirements are integrated and governed, and in connecting the dots between Zions and broader industry and regulatory requirements.

You will interact with internal stakeholders to analyze, understand, communicate, and document current practices while helping drive maturity and proactive risk management in a dynamic environment. You will serve as a key contributor within the EIS department and will support engagements with

internal cybersecurity teams, business stakeholders, and technology teams to assist in the development and execution of a comprehensive cybersecurity program. The Cybersecurity Governance Analyst will: · Coordinate the development, review and maintenance of policies, standards, procedures, and other EIS documentation.

· Engage in processes to monitor and report on the progress of EIS strategic initiatives. · Review and prioritize alerts from our compliance platform to help drive visibility and awareness into evolving information security requirements and industry expectations. · Lead cross-functional, multi-disciplinary projects. · Serve as a service delivery representative with internal

business partners by responding to requests and inquiries and performing evidence creation and/or data collection to support requests.

· Utilize business intelligence tools to effectively represent cyber risk. · Support security backssments and control testing. · Support the continued implementation of National Institute of Standards and Technology (NIST) Cybersecurity Framework (CSF). · Other duties as assigned. Requirements: · Understanding the full life cycle of governance documentation, and initiatives from design through delivery and optimization in organizations of similar size and complexity. · Familiarity with cybersecurity governance and risk management frameworks (NIST CSF " Identify" functions: Policy, legal/regulatory requirements, measurement, communication, supply chain/third-party, asset management)· Bachelor's degree in cybersecurity, information technology or information systems, or a related field.

· 5+ yrs. experience in information technology, risk products/systems or other directly related technical experience. · A combination of education and experience may meet job requirements. Please consider applying even if you feel you do not meet 100% of the requirements. · Ability to work independently, shift priorities, and successfully deal with ambiguity and rapid change.

Location: This position has a hybrid work from home schedule with a minimum of three days per week in the office at the new Zions Technology Center in Midvale, UT. The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus is the company's primary technology and operations center. This modern and environmentally friendly technology center enables Zions to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station.

At least 75% of the building is powered by on-site renewable solar energy. Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. Large modern cafe with a healthy and diverse menu. Healthy indoor environment with ample natural light and fresh air. LEED-certified sustainable building that features include the use of low VOC-emitting construction materials. 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 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 Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.

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Credit Union Full-Time Teller
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Credit Union Full-Time Teller
Lebanon, PA
Jan 01, 2024

LFCU is looking for an enthusiastic, positive, friendly, and high-energy person to be a full-time teller at one of our Lebanon locations. A teller at LFCU is responsible for making our members feel welcome while processing accurate and efficient transactions.

This position typically works 40 hours Monday through Friday and every other Saturday. Responsibilities and Duties Greet and welcome members to the credit union in a courteous, professional and timely manner. Provide prompt, accurate and efficient member transactions. Process a variety of financial transactions including check cashing, withdrawals, deposits, transfers, loan payments, credit card payments and other member transactions.

Follow credit union policies and procedures including properly verifying member identity and endorsements. Responsible for managing and balancing cash drawer on a daily basis.

Research and resolve cash drawer discrepancies. Uphold a high level of accuracy and maintain member security. Ensure that the teller station is properly stocked with forms, supplies and brochures. Answer incoming phone calls and member inquiries. Admit members to safe deposit boxes. Cross-sell credit union products and services. Perform other duties as assigned. Qualifications and Skills Requires a high school diploma or equivalent and 0-1 years of experience in a financial institution. Basic computer skills including

Microsoft Windows and Microsoft Office required. Intermediate mathematical skills.

Proven written and verbal communication skills. Ability to use or learn a 10-key adding machine or keyboard. Must be able to work in a fast-paced team environment. Benefits and Perks Benefits for full-time employees at LFCU include paid holidays, paid time off, health insurance, dental insurance, vision insurance, paid short-term and long-term disability insurance, paid life insurance, 401k program with employer match, and an employee loan discount. Powered by Jazz HR

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Mortgage Banker - Connecticut
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Mortgage Banker - Connecticut
Hamden, CT
Jan 01, 2024

our cutting edge mortgage app, digital closing software, and marketing CRM. Only experienced Mortgage Bankers will be contacted. Contact Sarah Helton for details: Direct: 312-738-xyz X xyz X@ What We Offer: Ability to lend in all 50 states without the hassle of state licensing Personalized marketing options (Spanish language flyers and email templates!

), robust marketing support program(s), mobile app, and the latest technology give our Mortgage Bankers the edge they need to compete and win! Highly trained operations staff for Processing, Underwriting, Closing and Post Closing (ALL 100% IN HOUSE). On-site operations support available in most loan production offices. Quick turn times

for Processing and Underwriting– Our goal is to get your loans closed in 30 days or less Shared or dedicated Banker Assistants available Loan products for every scenario: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM/Reverse Mortgage, Multi-Family, Commercial, Personal Lending and more!

Strong Secondary Department with 50+ investor relationships and direct seller to Fannie Mae, Freddie Mac, and Ginnie Mae Bank-issued laptops create a secure environment for Bankers working in an office or remotely Incredible In-house Training team Extremely competitive pricing and compensation plans More

Reasons to Join: Mentoring available to Sales Managers and Originators looking to grow their business and expand their teams.

We will help you revamp your business plan! Unique company culture where originators are encouraged to build their own brand while leveraging The Federal Savings Bank platform National Employee Appreciation Events Annual Chairman's Club trips open to top-performing LOs and Operations team members 401k matching & Medical, Dental, and Vision insurance plans available Job Requirements: Minimum of three years of mortgage lending or retail mortgage banking experience Three or more new purchase loans per month Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants College degree or equivalent work or military experience Knowledge of real estate market in local area Knowledge of FHA, VA, FNMA, FHLMC guidelines Favorable credit history and background check We are seeking experienced Mortgage Professionals with a minimum of 3 years of experience and actively working in the retail mortgage banking industry.

Only qualified candidates will be considered. For more information contact: Sarah Helton 312-738-xyz X xyz X@ Website The Federal Savings Bank is an equal opportunity employer.

All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR