creativity, collaboration, and above all fun! We are looking for a skilled Floating Banker. The Banker (Floating) is an integral part of our front-line branch staff and provide our membership with exceptional member service through cross-selling products and services to promote financial wellness.
Day-to-day job duties include: Performing specialized functions assisting members with new and existing accounts and loans. Assist in assuring loan quality and in achieving goals of the Credit Union's strategic plan. Interview members, process applications for loans, and disburse loans as directed. Emphasis is placed on pairing members with the right products and services to enhance their financial
situation. Maintain awareness of all current rates and marketing promotions. Provide prompt, efficient, and courteous service to meet members' needs. Perform all duties in compliance with applicable regulations, particularly relating to lending, new accounts; Bank Secrecy and security issues.
Must be willing and able to travel. This position will be based out of our Main Office (8th Avenue South) location in Nashville but will occasionally fill in at nearby branches in the Greater Nashville Area. Hours are generally Monday - Thursday: 8:30-5:00; and Friday: 8:30-6:00. Compensation: Begins at a minimum of $22/hr. Mileage will be reimbursed. BENEFITS We are proud to offer competitive wages
and an extensive benefits package including employer paid medical, dental, vision, basic life and AD&D, long-term and short-term disability for all employees (additional coverage for family members may be selected at the expense of the employee).
We also offer a 401K Defined Contribution Plan with a generous employer match up of 7%, and twelve (12) paid holidays! Visit our careers page to learn more. www. ttcu. org/careers REQUIREMENTS Regular and reliable attendance; accuracy and attention to detail. Thorough knowledge and observance of Credit Union policies and procedures, of loan documentation and credit-granting criteria, interest rates, and payrolls.
Superior communication skills. Ability to communicate effectively in English orally and in writing, communication skills in other languages also desirable. Good math and computer skill are strongly desired. Ability to learn and follow federal regulations as well as company policies and procedures. PHYSICAL REQUIREMENTS Ability to sit and/or stand for long periods of time. Ability to use a computer for long periods of time. Ability to work in non-smoking environment. QUALIFICATIONS High School Diploma or equivalent required Two years' experience in a credit union, bank, or financial institution required.
Experience with consumer loans and new accounts preferred. Prior banking or credit union experience is a plus. TRAVEL Employee will be traveling to assist branches on an irregular basis. TTCU is an Equal Opportunity Employer. No recruiters please. Job Posted by Applicant Pro
for this teller / consumer loan processor position falls within our branch hours of Monday-Friday 8:00 AM - 7:00 PM and Saturdays 9:00 AM- 3:00 PM. Are you driven and innovative? Do you enjoy helping people and have great customer service skills? Would you like to develop your skills as a financial expert?
If so, read on! BENEFITS We pay our Teller / Consumer Loan Processors a competitive base wage starting at $20 / hour , depending on experience, and a generous incentive pay structure for loan production. We also offer excellent benefits including health insurance, 4 weeks of Paid Parental Leave for the birth of a child and 8 weeks of Paid Pregnancy-Related Medical Leave, 15 PTO days,
12 paid holidays, tuition reimbursement up to $2,500 each year, a 401(k) plan, and training opportunities. If you would like to join our tight-knit lending team in our beautiful new branch, apply today!
A DAY IN THE LIFE OF A TELLER / CONSUMER LOAN PROCESSOR As a Teller / Consumer Loan Processor, you find it rewarding to generate consumer loans that benefit customers' lives. Your superb customer service skills allow you to build lasting relationships with our customers. You open new accounts, take loan applications, and disburse loan applications for customers. You capture business by cross-selling credit union products and services that meet their needs and improve their financial well-being.
Each month, you strive to meet and exceed individual and branch loan production goals.
Your Teller responsibilities include completing transactions for a variety of requests such as deposits, withdrawals, loan payments, checks, money orders, and cash advances. In addition to serving our customers in person, you also have the opportunity to interact with them over the phone. In every interaction, you are sure to provide exceptional customer experiences. To stay at the top of your game, you participate in individual and credit union training. You enjoy coming to work each day in our upbeat, fast-paced environment to help our customers achieve their financial goals.
QUALIFICATIONS High school diploma or equivalent 18-years-old or older Customer service and financial services experience Experience in consumer lending Cash handling experience Do you value accuracy in your work? Are you respectful and tactful? Are you passionate about providing efficient, world-class customer service? Do you enjoy interacting with people but also enjoy making sure everything lines up and adds up? Do you have great attention to detail? Are you driven and ambitious? Do you work well individually and in a team? Do you strive to go the extra mile? If so, you may be perfect for this lending position!
ABOUT UTAH FIRST CREDIT UNION The Utah First story began in 1935, in the midst of the Great Depression. A group of German immigrants were having a difficult time finding anyone to help them with the loans they needed to bring their families to America. They banded together to form a grassroots credit union that would serve all members of the community. Here, people found the positive answers' and opportunities' they needed to build their future. We've built our credit union around the idea of strengthening our community and creating excellent relationships. Our mission is to be significant in the lives of our customers and we know that our employees are key to achieving this.
That is why we offer competitive compensation, comprehensive benefits, and a supportive, team-oriented work environment. As a growing organization, our employees can also depend on an enormous opportunity for advancement. ARE YOU READY TO JOIN OUR TEAM? If you feel that you are the right Teller / Consumer Loan Processor person for the job, fill out our initial 3-minute, mobile-friendly application today! DISCLOSURES Utah First is an Equal Opportunity / Affirmative Action Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, interaction (including interactionual harassment), interactionual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service.
We contact references provided for employment reference checks. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. We use E-Verify. Job Posted by Applicant Pro
organization and first contact for members. MSRs provide superior service and an awesome experience to all members, offering a full range of products and services through meaningful conversations. Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members.
At Prospera Credit Union, people aren't just numbers or transactions and you won't be treated that way either. We currently have an opportunity as a Part-Time Member Service Rep/Teller at our Ballard/North Appleton Location: Part-Time: 20 hours per week Must be available to work within the hours of 7:15AM - 5:15PM weekdays (until
5:45PM on Thursdays) Must be available to work on Saturdays from 8:45AM - 12:15PM (rotational with other branch staff) As a member of our dynamic team you will be responsible for: Providing professional, friendly and personalized member service during each interaction.
Act as the face of the organization and one of the first points of contact for our members Accurately processing a variety of financial transactions (deposits, withdrawals, advances, loan payments, etc. ). Creating conversations with members to help identify their needs Providing information and education about various products and services Making appropriate referrals, suggestions and referrals to other team members who
specialize in different areas such as loans, investments, mortgages, etc.
Understand and accountable for executing all job functions in a way that is consistent with all requirements of Bank Secrecy Act (BSA) and the USA Patriot Act/Customer Identification ACT (CIP) Other duties as assigned What could make YOU a great candidate for this opportunity? A passion for helping people and being part of an awesome team Excellent verbal communication skills Strong attention to detail Retail experience High School Diploma or GED Teller experience is helpful but not necessary Cash handling experience is a plus but we will train Bilingual (English/Spanish) preferred but not required Working knowledge of basic math, including the ability to balance cash drawer activities Ability to work independently as well as contribute positively to the team environment Ability to hear, assimilate and solve problems quickly, using a member service approach ~Don't meet all the desired qualifications?
We are dedicated to building a diverse, inclusive and authentic workplace so if you're excited about this role but your past experience doesn't align perfectly with our job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
~ If you are looking for a great opportunity to join a growing team, let's talk! We offer competitive compensation, an excellent benefits package and a fun, family-oriented culture. Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere. Life is short. Work somewhere awesome! _ _ Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. 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 status.
Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.
listen to members by engaging them in conversations to uncover their financial needs. Ensure that members' transactions and requests are completed in a timely manner. Cross selling credit union products and services. Accurately and confidently open and process all account and loan types.
Perform a variety of duties in the branch to support daily operations. This individual must have great communication and organizational skills, exceptional sales abilities, good computer skills and the drive to help their members and teammates anyway they can. Prior credit union or bank cash handling experience cashing is preferred. If you are a high performer and looking to work for a wonderful company
(voted Detroit Free Press Best of the Best in 2020 and 2021), have awesome teammates, and you think the above opportunity is appropriate for you, we invite you to apply today! Job Posted by Applicant Pro
conversation strategy. In addition, the Banking Specialist II will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment.
The Banking Specialist II will possess good judgement and decision making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Essential Requirements, Duties, and Responsibilities Sales & Strategic Planning: Through active engagement in client conversation and financial need exploration, supports the financial center market plan/business plan to
support achievement of assigned quarterly and annual goals, specifically deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals Utilizes Peoples Banks' client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships.
The Banking Specialist II will be expected to receive formal certification of the Peoples Bank client conversation model within one year of assuming this position. Demonstrates strong proficiency of all consumer Bank products, services, and usage channels, to identify client account needs. This knowledge
will include both personal and business product types. Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc.
In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in branch experience for the client Supports all Marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment. Operational Proficiency: Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed.
In addition, will provide necessary overrides for various transactions in support of sound risk management as determined by the need within the financial center. Demonstrates proficiency of all operating systems, to support both the new account opening process, service transactions and overall client relationship management. The Banking Specialist II associate will serve as a new account representative in the financial center as determined by the need within the individual financial center assigned. In the absence of the Financial Center Operational Specialist, assumes responsibility of required operational tasks such as oversight of the financial center vault, weekly cash shipment tasks, and ATM cash management.
Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on the job training/job shadowing. Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
Satisfactorily completes all required annual regulation, sales and service training.. Educational & Other Requirements Minimum one year experience of retail banking, performing paying/receiving functions preferred Minimum one year experience of retail banking, account opening and sales and service transaction processing preferred. Minimum of 6 months of cash handling experience. Working knowledge of new technology products and services. Must be bondable Job Posted by Applicant Pro
including Evanston and Rockford. We are currently seeking a Personal Banker for our Chicago-Loop (Monroe Street) Office. In analyzing members' financial needs, a qualified candidate must possess an understanding of credit unions, lending products and services, and have the ability to recommend and cross-sell additional products.
You must enjoy working with people, and have strong telephone skills (inbound and outbound). A qualified candidate should have 2+ years of consumer sales experience. Solid computer, analytical, math, and communication skills are required. Financial Services experience is preferred. Bilingual (English/Spanish) is a plus. This inside sales position receives a variety
of consumer/personal deposit (savings, checking, money market, CD, etc. ) and loan (vehicle, credit card, signature, home equity, etc. ) applications from various channels (in-person, telephone, online, mail, etc.
) and is responsible for most of the steps from start to finish. There is currently heavy emphasis on new memberships and loans. Special attention should be given to the new membership follow-up process, Pending Lending Application Report follow-ups, Completed Lending Applications, Cross-sale Ticket follow-ups, and outbound calling. There are sales goals and incentives for household and product penetration by cross-selling additional business that is not customer/member initiated
or the result of a marketing campaign/promotion. Office address: First Northern Credit Union230 W.
Monroe St. Ste. 2850Chicago, IL 60606(on Franklin between Monroe & Madison) Compensation: Mid-to-high 30's plus monthly incentives and annual bonus opportunities Please be advised that First Northern Credit Union conducts background and credit checks for all positions. We offer great benefits and pay. If you are interested in this employment opportunity, please apply through the online link provided through this Web site. EOE Drug-Free Work Environment M/F/D/V Job Posted by Applicant Pro
performing a wide array of transactions for our consumer and business customers. Additionally, this individual will recommend bank products and services that will benefit our customers. If not knowing bank products and services scares you, don't worry, we'll train you on product knowledge.
And do you know what is even more exciting? After completing your initial training period, you'll advance your career in the banking industry by gaining even more knowledge and skills that will enable to you open accounts for customers. All we ask from you is to be committed to building your knowledge and skills that will make you a successful contributor to our team. This full-time financial services
representative will work approximately 40 hours per week and receive a competitive wage and comprehensive benefits package. Compensation and Benefits Package Include Minimum starting rate of $15.00, plus interim and annual increases Medical, Dental, and Vision Insurance Immediate Access to Paid Time Off and 11 Paid Bank Holidays Annually 401(k) with up to a 6% Match Wellness Programs Paid Life Insurance, Short-term Disability, and Long-term Disability Educational Assistance Ongoing Training and Advancement Opportunities And Much More!
Qualifications High School diploma or equivalent Desire to excel in a sales and service environment Openness to training and development opportunities Communicates
in a professional and courteous manner Supports and works well within a team environment Able to adapt to change and multiple priorities Detail-oriented Outgoing personality Previous customer service, sales, and/or cash handling experience is preferred, but not required The Team At the Carlisle Crossing Office, the full team consists of a Community Office Manager who oversees a cluster of offices (Carlisle Crossing and Boiling Springs), an Assistant Community Office Manager, Lead Financial Services Representative, 2 part-time FSR and 2 other full-time FSR beyond this position.
This Carlisle Crossing team will also work closely with the Boiling Springs team on an ongoing basis.
To help our job title resonate with you, other financial institutions may title their positions like the following: bank teller, banking associate, banking representative, branch banker, community banking associate, csr, customer service associate, customer service representative, member services representative, msr, personal banker, relationship banker, retail associate, retail banker, sales associate, sales rep, sales representative, teller, teller/CSR, universal banker, or universal teller. F&M Trust is an Equal Opportunity Employer - M/F/Disability/Vet/SO Job Posted by Applicant Pro
business environment. We are looking for a full time Universal Associate (Teller) to join our growing team! This position is located at our Nashville location. ABOUT CORNERSTONE FINANCIAL CREDIT UNION: Cornerstone Financial Credit Union currently has six locations that surround the Nashville area.
These locations serve over 45,000 members. Founded in 1955, Cornerstone Financial Credit Union is guided by the philosophy of people helping people. At Cornerstone, we not only offer the most competitive rates possible, but also provide exceptional service to our members and their families. We are Not for profit, Not for Charity, but for Service. IS THIS POSITION FOR YOU? We are looking for
someone who is engaging and energetic to provide exceptional service to the members at Cornerstone Financial Credit Union. As a Universal Associate, you will provide quality service to our members by processing transactions accurately in accordance with established policies and procedures and educating about our products and services.
This position is the " frontline" of the credit union and is a key role in achieving our member satisfaction. DUTIES AND RESPONSIBILITIES: Process member transactions, including, but not limited to, deposits, loan payments, cashier's checks, transfers, check cashing, withdrawals, and bank-to-bank wires. Proofs and verifies transactions. Examines
documents for endorsements and negotiability. Detects and resolves discrepancies.
Is alert and aware to help prevent fraudulent activity or errors that would result in a loss to the credit union. Performs account maintenance, creates debit cards, and orders checks. Completes various forms associated with account ownership and member authorizations. Cross-sells and promotes CFCU products and services. Balances daily transactions and verifies cash and check totals. Investigates and resolve out-of-balance conditions. Purchases and sells funds to the vault as needed to keep cash drawer at required levels. Understands and adheres to all applicable banking regulations and CFCU policies and procedures.
Responds to member questions and direct them to other staff as needed. Stays informed and knowledgeable of all credit union rates, fees, products, and promotions to assist the members with financial needs. Actively cross-sells products and services. Provides information to members concerning different types of consumer loans, credit cards, terms, interest rates, and potential documentation needed for the loan. Educates members on technology and digital solutions offered by Cornerstone FCU. Attends required training and department meetings as directed by the Branch Manager and Training Manager.
Keeps work area clean, secure, and well-maintained. Ensures all required documents are imaged. Ensures confidentially of all sensitive information including members' data. Abides by all security and robbery procedures. Assists with training other staff members as assigned. Performs other duties as requested. JOB SPECIFICATIONS: Education High school diploma or equivalent is required. Some college or specialized financial services training is preferred. Experience One year of teller experience is preferred. Minimum one year of customer service and/or sales experience with cash handling is required.
Physical, mental and visual requirements The duties of this job are varied and are primarily designed to accommodate members. To efficiently meet the service needs of members, the job often requires the ability to alternate between standing, sitting and walking. Many of the duties are performed with a personal computer and require manual dexterity and accurate visual observation. Manual dexterity is also needed to quickly and accurately handle cash and essential documents. Excellent verbal and audio communication skills are needed to serve the members.
The volume and nature of the duties of this job require the physical and mental stamina to withstand occasional periods of high stress. Personal qualifications This is a highly visible, public contact position. A " people-oriented" personality, with a professional, caring, friendly, and sincere attitude is required. Company loyalty, a positive attitude, and dependability should be demonstrated in this position. Must be able to function as a team player and cooperate with co-workers, members, and business associates. Job Posted by Applicant Pro
RESPONSIBILITIES: Perform routine member transactions, including but not limited to deposits, withdrawals, cash advances, loan payments, transfers and check cashing. Issue official checks, process cash advances and sell gift cards. Receive share deposits and loan and credit card payments.
Receive payments for mortgage, installment and share secured loans, ensuring that payments equal the amount due and that all late charges, if applicable, are collected. Provide members with the forms necessary to transact business at the credit union. Examine checks for endorsements and negotiability. Provide members with proper receipts for payments. Respond to member's requests, problems and complaints,
and/or direct them to the proper person for specific information and assistance. Provide members with account status, including current balances and loan payoffs.
Performs other duties as assigned. EDUCATION/ EXPERIENCE: Must be a graduate of an accredited high school or have the equivalent of a high school diploma (G. E. D. certificate). Must have knowledge of office machines and equipment and be able to type. QUALIFICATIONS: Must be at least 18 years of age Excellent verbal and written communication skills are necessary. Must have knowledge of office machines and equipment and be able to type. Patience, tact, enthusiasm and positive attitude toward the members and general public. GENERAL
REQUIREMENTS: Must be capable to execute all terms and conditions set forth in the Employee Handbook, including but not limited to: Works in a safety conscious manner which ensures that safe work practices are used in order not to pose a risk to self or others in the workplace.
Adheres to policy on Drug Free Workplace. Complies with company policies and procedures and local, state and federal regulations. PHYSICAL REQUIREMENTS: Requires sitting for long periods of time, some standing, walking, kneeling, stooping, bending, lifting, grasping and fine hand coordination. Visual and aural acuity required. Finger and hand dexterity required. Must be able to lift 15 pounds maximum, with occasional lifting and/or carrying of objects weighing up to 10 pounds.
Requires ability to remain calm under stressful situations. Must be able to access and navigate each department at the organization's facilities. State Employees Credit Union offers a highly competitive benefits package Applications must be received by Human Resources State Employees Credit Union of New Mexico is an Equal Opportunity Employer Equal Opportunity Employer, including disabled and veterans.
for client requests and supporting basic client servicing requests. This position will demonstrate strong client servicing skills, supporting the Bank's core courtesy standards. In addition, the Banking Specialist I will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment.
The Banking Specialist I will possess good judgement to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Essential Requirements, Duties, and Responsibilities Sales & Strategic Planning:
Through active engagement in client conversation and basic financial need exploration, supports the financial center market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank's core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies. Demonstrates a basic working
knowledge of all Bank products, services, and usage channels, to identify client account needs.
This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types. Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. Supports limited Marketing and sales strategies, as identified by the Financial Center Manager, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment. Operational Proficiency: Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis.
Demonstrates proficiency of all operating systems, to support the processing of client paying/receiving transactions, limited-service transactions and overall client relationship management. Supports onboarding of new associates within the financial center, specifically serving as mentor/coach for new associates through on the job training/job shadowing Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
Satisfactorily completes all required annual regulation, sales and service training. Educational & Other Requirements Six months of previous work-related experience involving face-to-face interactions with clients and the handling of cash transactions. Must be bondable. Job Posted by Applicant Pro
to customers and employees. Drive for customer satisfaction and embrace the bank's sales and cross-servicing culture by learning and having knowledge of our products and services. Requirements: High School diploma or GED is required. Previous cash handling or customer service experience is preferred; bilingual Spanish speaking is a plus.
Drive for customer satisfaction and embrace the bank's sales and cross-servicing culture by learning and having knowledge of our products and services. Must be able to pass a credit, background and reference check. First American Bank is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including gender, race, ethnicity, disability, or veteran status.
Sun Prairie, and Waunakee. Come grow with One Community Bank! We have been voted Best Place to Work five years in a row! Summary: Customer service begins with exceeding client expectations. This position works with more clients on a daily basis than any other role in the bank.
You believe in the importance of making a difference in the community where you live and work. You embrace change as an essential function of growth and seek out opportunities to improve everything you touch. Essential Duties and Responsibilities include the following: Processes all banking transactions Maintains coin and currency accurately Understands and utilizes bank products and services Recognizes opportunities
to promote the bank products and services Represent the bank in community activities and organizations The duties and responsibilities described are not a comprehensive list.
Additional tasks may be assigned as necessitated by business demands Desired Qualifications / Skills / Abilities: Strong organization skills Ability to proficiently perform a wide variety of tasks with a strong attention to detail Solve client questions and concerns with warmth and a collaborative spirit Cash handling experience preferred Excellent problem solving, interpersonal and communication skills Why join One Community Bank? Our actions demonstrate our tenets: Invest in Relationships, Trust the Team, See the Upside, Encourage New Ideas and Think Big! We serve clients, support colleagues and invest in our communities because we aspire to be the Best Billion Dollar Bank in the World!
Engage in consistent calling efforts in order to build new commercial relationships for the Bank taking a holistic approach to a client relationships, focusing on both lending needs and all other financial solutions offered Complete all required training to understand PB Culture and BRAVO, and demonstrate the PB client conversation model regularly in client and prospect interaction Interviews applicants, gathers and evaluates financial and related data to establish credit worthiness, establishes and re-negotiates credit terms, when necessary.
Continually monitors clients' financial condition and repayment progress. backsses clients' banking and financial needs. Takes appropriate corrective
action and prompt communication with appropriate parties at the Bank to disclose any client performance concerns. Competency in evaluating credit risks and understanding cash flow to quickly identify qualifications of new lending opportunities Meets with clients to discuss new loan requests, loan renewals, and loan modifications.
Completes Loan Analysis Reports (LARs), Modifications (MODs), and Line of Credit Renewals as required. Makes loan presentations to the Senior Loan Officers Committee and/or Board of Directors as required. Represents the bank in community organizations and activities to enhance the bank's image and maintain and enhance a referral network for business development
opportunities. Refers clients requiring specialized products and services to other areas of the bank as appropriate.
Maintains a working knowledge of all Bank products and services to recognize opportunity. Establish working knowledge of Bank's systems to effectively complete client research and input required lending information. Analyzes past due report on weekly basis and contacts delinquent accounts for collection of payments. Attend settlements and meet with customers to have documents executed as needed. Responsible for maintaining compliance with all applicable laws and regulations. Recommends modifications to bank lending policies and procedures; ensures that necessary changes are implemented expeditiously.
Updates knowledge and develops professionally on a continuing basis through various training resources. Understands the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Performs other duties as assigned. Business Banking (Small Business) Partner with Financial Centers as well as engage in calling activities to generate a robust pipeline of small business opportunities Engage with credit and settlement functions to ensure timely movement of loans generated to closing Focus on lending relationships up to $1.5MM Build full relationships by partnering with calling partners to provide small businesses with merchant, cash management services, and other needs Working knowledge of SBA 7a loans preferred Educational & Other Requirements Bachelor's Degree in business, finance, related field, or equivalent experience.
Minimum of 2-3 years of prior commercial lending experience preferred, or comparable experience in commercial lending portfolio management or credit roles.
Thorough understanding of Financial Statements, tax returns, and credit approval process. Strong human relations, communication, sales, financial leadership and analytical skills. Strong well-developed interpersonal skills in order to maximize business contacts and develop a working relationship with potential and current commercial customers. Motivation and drive must be exhibited. Interact effectively and communicate with customers via telephone and email. Interact effectively with all Bank employees. Must be bondable. Job Posted by Applicant Pro
our desire is to help our customers meet their goals and build strong financial foundations for years to come. Peoples Bank is proud of this commitment and the reputation that we have achieved through treating our customers as a valued part of our business.
We offer competitive compensation, great benefits, professional growth opportunities, community involvement, a positive work environment, and mentorship. We Are looking for a Personal Banker for our Indianola location. The position is responsible for opening, closing, and maintaining checking accounts, savings accounts, certificate of deposits, IRA's, safe deposit boxes, ATM/Debit Cards, online banking and teller duties. This position
rotates between New Accounts, Call Center and the Teller area in Indianola. The position also travels to other bank locations to help cover staffing shortages.
QUALIFICATIONS: High School Diploma/GED required. One year banking experience preferred. Must have excellent communication skills including verbal, written, listening, communication etiquette, and an outwardly positive, helpful, and professional attitude. Must have the ability to work in a team oriented and fast paced environment. The ability to work well with multiple interruptions while quickly and efficiently answering calls and assisting customers in-person. Must have excellent problem-solving skills, computer skills, and ability
to multitask. SCHEDULE: A regular working shift will vary between the hours of 7 a.
m. to 5 p. m. Monday thru Friday and a Saturday rotation varying between 7 a. m. to 12 p. m. COMPENSATION: Compensation Range (compensatory based on previous banking experience): Pay range $18.54 - $24.72/hr. Health Insurance Dental Insurance Vision Insurance Employer Paid: Life Insurance, STD, LTD Retirement Options-401K w/Employer Match PTO-15+ days per year Over 11 Paid Holidays Employer paid Identity Theft Insurance Aflac Insurance Flex Spending Accounts Peoples Bank Stock Purchase Plan Free personal Checking Accounts Free Safety Deposit Box Peoples Bank is an Affirmative Action and Equal Opportunity Employer.
We provide equal employment opportunities without regard to any status protected by federal or local law.