member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.
WHAT YOU’LL DO Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach Prioritize
the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals Build new relationships through Community/Foundation involvement and existing member referrals Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance Demonstrate vigilance in detecting and reporting fraud or irregular activities Ensure compliance with all
applicable policies, procedures, and regulatory guidelines Achievement of goals and objectives provided by management LET’S TALK IF YOU Have an Associate degree preferred, or combination of equivalent education and experience Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are Proficient in Microsoft Word and Excel Have the ability to multi-task to meet or exceed minimum performance standards Have effective verbal, written and listening communication skills Have strong interpersonal skills Have the flexibility to work out of any location at any time, as business needs dictate Have the ability to lift at least 10 pounds and stand for long periods of time TO THRIVE AT BROADVIEW YOU NEED Proficiency in Microsoft Office Suite, including Word, Excel, Power Point, and Share Point.
To be able to operate in a rapidly changing dynamic environment. Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $20.68 - $24.82/hr. plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer.
We do not discriminate on the basis of race, creed, color, national origin, religion, interaction, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at m.
exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: In this role, you will work on assignments that are
routine in nature where limited judgment is required within a geographic area, but not limited to one facility. Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments Balance cash drawer, counting currency and coin accurately Assist customers in determining the types of account that will meet their financial needs Open and process all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts, and small business loans Cross-sell other bank services and refers customers to other departments as appropriate Answer questions and/or resolves complex technical problems on customer
accounts Provide exceptional customer service Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position. About You: Cash handling experience Strong attention to detail and the ability to multi-task effectively Ability to understand and follow directions Ability to organize and prioritize work Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor Demonstrated sales skills Valid drivers' license Completion of high school, vocational training, or equivalent Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly.
Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 - $27.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location.
The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.
If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.
Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: The Relationship Banker helps clients achieve financial
well-being through deep customer relationships and a thoughtful understanding of their needs to offer the best and most appropriate personal and business financial products and services.
The Relationship Banker also provides sales and service support to the Retail Store team. They will provide product solutions through ethical business practices and act in the best interest of our clients. Build, develop and deepen customer relationships through active market profiling, and needs-based questioning to identify deposit, credit, and investment solutions to help customers achieve their financial goals. Solutions include services and current technologies the Bank offers that are available
for customer convenience. Educate customers on alternative channels that provide value, and then refer to appropriate lines of business.
Establish preset appointments, deliver quality Financial Wellness Review conversations, identify needs, make recommendations, and follow up. Assist the customer with their financial growth through savvy advice and educating the customer on alternative channels that provide value and refer to appropriate lines of business. Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manage those partnerships.
Originate simple to complex consumer lending inside the Store. Originate limited Small Business loans as well as provides cash management solutions, such as Treasury Management and Merchant Services, payroll and ACH. Recognize a small business with potential and make a quality referral to the proper team. Cross-sell other bank services and refer customers to other departments as appropriate. Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes. Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position.
About You: High school diploma or GED required. 2-4 years of banking and/or demonstrated sales experience. Less than 2 years of experience in developing current and new customer relationships, achieving sales goals and building referral sources in banking or retail environment with customer service and cash handling experience. Less than 2 years of experience in a lending function with loan origination and processing functions, or equivalent training.
Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking. Basic understanding of personal finances and concept of budgeting. Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls. This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s backssment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain.
All MLOs will be required to register as an MLO complying with the SAFE Act requirements.
This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i. e. home equity lines of credit) only. Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly. Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.
The pay range for this role is $22.00 to $33.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank.
Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture.
Making Your Well-being a Priority A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues backss, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion
a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e. g. eligibility for cash and/or equity
incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote.
Wherever our colleagues are working, they’ll always have access to the TD community to experience our culture of care. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals.
As an organization, we keep growing – and so will you. Job Description The Teller I provides legendary Customer Service while processing Customer transactions face-to-face for a variety of routine to more complex financial transactions. Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store Conducts needs-based conversations and offers financial solutions to meet our Customers' needs Makes quality referrals to appropriate partners Responsible for meeting individual performance metrics Responsible for making sound decisions and timely problem resolution Resolves problems independently, escalating more difficult issues to management Processes Teller transactions for Customers including servicing Customer accounts, accepting loan payments, accepting safe deposit box payments, processing sales of gift cards, cashing checks, verifying currency, balancing cash drawer, and night deposits Balances Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary Adheres to safe deposit box procedures/operations and guidelines Services both lobby and drive-thru Customers Responsible and accountable for cash drawers and vaults including maintaining appropriate cash limits and securing cash at all times Accountable for ensuring confidential customer information is securely stored throughout the day Understands the importance of and follows Dual Control Ensures compliance with all regulations, policies and procedures such as Bank Secrecy Act and Patriot Act Expected to complete all required in-classroom training and on-line training by established due dates Follows all security and audit measures to minimize potential loss Job Requirements High school diploma or GED 6 months+ related experience preferred Superior Customer Service skills General Math skills Strong organizational skills Detail-oriented Ability to function in a fast-paced and changing environment Excellent communication skills with ability to be concise, clear and consistent Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.
We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. EOE/Minorities/Females/Veterans/Individuals with Disabilities/interactionual Orientation/Gender Identity. Accommodation If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at xyz X@. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.
That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
like to work for an established but growing local company in an essential industry? If so, please read on! This full-time Teller position starts at a competitive wage based on experience. You would also be eligible for fantastic benefits , including major paid holidays (including your birthday), a great 401K plan where the company contributes to all employees and matches your contribution, opportunities to volunteer at local school districts, tuition assistance, discounted loan rates, lifestyle wellness reimbursement (reimbursement for things to relax you, from video games to camping gear), and a savings product that has a much higher interest rate for employees only.
If this sounds like
the right opportunity for you, apply today! ABOUT GRANITE CREDIT UNION Since 1935, we've been serving as a reliable financial service for our community. We were founded by teachers and like teachers, we try to ask the right question to get our members the right answers.
We are part of our members' financial success and we take pride in that our members look to us as financial experts. We work hard every day to meet their expectations and give quality services. Our team is filled with professionals who bring the attitude, skills, and smiles that get things done. For our amazing team, we offer classic benefits, but also try to maintain our relaxed and happy work environment. We are like
a family and we are always willing to help each other as well as provide opportunities for growth and advancement.
We're looking for more to join the team! A DAY IN THE LIFE OF A TELLER As a Teller for Granite Credit Union, you are responsible for providing a variety of paying and receiving functions. This includes processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. You balance each day's transactions and verify cash totals. With great attention to detail, you perform other specific assigned side-jobs and assist other Bank Tellers with a variety of duties. You will quickly learn to open new accounts and consult with clients on loan applications.
You punctually attend meetings, interact with clients, and keep your workspace clean and organized. You use your customer service skills and ensure members are promptly and professionally served, as well as make sure their information is secure and confidential. You feel great every day, seeing how much you help clients with their finances! QUALIFICATIONS FOR A TELLER High School Diploma or equivalent Cash handling experience preferred Good math skills Customer service skills Do you have excellent communication and interpersonal skills? Can you solve issues for all kinds of clients with professionalism and patience?
Are you organized and detail-oriented? Can you manage your time well and prioritize multiple tasks effectively? If so, then you might just be perfect for this customer service position! READY TO JOIN OUR FINANCIAL TEAM? We understand your time is valuable and that is why we have a very quick and easy application process. If you feel that you would be right for this credit union job in an essential industry, complete our initial 3-minute, mobile-friendly application. We look forward to meeting you! Granite Federal Credit Union is an Affirmative Action/Equal Opportunity employer.
Upon request, reasonable accommodations to the application and/or interview process will be provided to individuals with disabilities. Minorities and women are encouraged to apply. Job Posted by Applicant Pro
Support; follows: up with customers as necessary. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Opens and closes deposit accounts and services with accuracy and in accordance to bank policies and applicable regulations; acts as a backup to the head teller by assisting with overrides and coaching new tellers.
Cross: sells banks products and services by using insights gained about the customers needs; provides investment, mortgage, business banking referrals; follows up on referral opportunities. Assists in performing back office duties
which includes completing branch reports, balancing the ATMs, processing night/mail deposits, and filing. Assists in shared Customer Relationship Center responsibilities.
May float to other bank branches as needed. Other duties as required. Necessary competencies: Accountability Change Champion Coachability Communication Detail Orientation Organizational Savvy Process Oriented Service Orientation Technical Expertise Experience with handling cash is required. Experience in retail banking is preferred. Experience in customer service is preferred. Experience in financial services or banking is preferred. Proficiency in MS Office Outlook, Excel, Word or similar software is required. Cleartouch,
On Base, various government and investor software/web portals is preferred.
Education and Experience Education: High School Diploma or equivalent is required; Bachelors degree is preferred. Certification: Float positions Valid drivers license is required. Years of experience: 0 to 2 years is required. Years of experience supervising: None. Physical Environment While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate.
This position is performed in an office setting, able to work days and hours branch offices are open. Able to work overtime as directed. This job description is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required in this position. PI8f09a287d06c:4945
Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Formula Based Summary Were building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best.
Youve come to the right place to grow your career. The Senior Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Job Description The Senior Private Wealth Banker is primarily responsible for making and
servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses.
Team Culture We celebrate each other's wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together. How Youll Spend Your Time: You will participate in formulating the strategy and identifying, evaluating, onboarding and structuring key transactions to ensure
continued financial health and maximum value creation through the entire product life cycle; while actively identifying new prospects and developing new loan and deposit business.
: You will manage a portfolio of key and strategic customer relationships. Develop and execute tailored solutions and strategies for customers that ensures their ongoing satisfaction and loyalty while also enhancing profitability.You will negotiate loan proposals with customers; analyze and evaluate credit request and underwrite loan commitments, coordinate with the Private Wealth Underwriting group; recommend appropriate credit grade; make oral presentation to loan committee; implement approval or declination action.You will monitor and manage existing credit relationships in coordination with the, Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.You will serve as relationship manager in delivery of products and services across departmental and divisional lines; facilitate resolution of operational problems for customer across divisional lines.You will ensure that business activities within the area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.
Education and Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 5:7 years of directly related experience in credit/banking and/or 8:10 years of equivalent combination of education and experience. : Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements: Good knowledge of accounting principles and practices: Demonstrated capacity to sell products/services within the financial services industry: Good understanding of credit underwriting, documentation, l
Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference?
BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction
in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. Team Culture We're passionate
about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.
We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How Youll Spend Your Time: You will be responsible for delivering exceptional client experience to build, expand, and retain long: term client relationships. While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals.
: You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E: Statements, and mobile and ATM deposit capabilities. : You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
: You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc. ) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self: improvement initiatives and skill: building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. Education and
to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting
and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers.
The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify ways for Regions to meet customer needs, and assist in resolving end to end customer service inquiries. This role offers an exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities
for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities.
The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who has strong communication skills and the ability to provide personalized customer service. Primary Responsibilities Provides a consistent optimal customer experience on the cash line while handling customers' transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new / replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution Develops relationships with customers, remaining well-informed about the customer's relationship with the bank Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Assists branch and fellow team members with basic tasks to aid in customer problem resolution May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs Refers customers to an internal team of experts when more complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.
This position is incentive eligible. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences One (1) year of banking, cash-handling, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Strong customer focus and relationship-building skills Position Type Full time Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that " one size does not fit all" for benefits-eligible associates.
Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
/welcometour/benefits. rf Location Details Seminole Town Center Location: Sanford, Florida Bring Your Whole Self to Work We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, interactionual orientation, gender identity, disability, veteran status, genetic information, interaction, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture. Making Your Well-being a Priority A caring and supportive culture that promotes colleague well-being is core to who we are.
At TD, we focus on total well-being with extensive programs to help colleagues backss, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through
our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e. g. eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings
and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they'll always have access to the TD community to experience our culture of care. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing.
As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Job Requirements Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs Utilizes Customer Relationship Management tools to proactively play a key role in Customer backssments, proactively identifies Customer solutions and lead-focused outbound sales activities Evaluates issues, errors and problems based on practices and existing precedents or procedures Explains detailed and/or complicated information within the team Builds working relationships with customers and related teams Requires full proficiency gained through job related training to perform a range of activities Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise Engages in conversations with customers about loan products, facilitates the application intake Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Job Details The Retail Banker I is a Customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs.
This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD.
Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. EOE/Minorities/Females/Veterans/Individuals with Disabilities/interactionual Orientation/Gender Identity.
Accommodation If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at xyz X@. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative.
Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you! Qualifications HS Diploma or GED 1+ years related experience required Teller experience (Preferred) Cross trained to take customer transactions Superior Customer Service skills Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and effective problem solving Proficient in Microsoft Office Notary License (Preferred)
through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. Job Requirements Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately
support Customers through challenging times and life events, save time and money, and exceed their needs Utilizes Customer Relationship Management tools to proactively play a key role in Customer backssments, proactively identifies Customer solutions and lead-focused outbound sales activities Evaluates issues, errors and problems based on practices and existing precedents or procedures Explains detailed and/or complicated information within the team Builds working relationships with customers and related teams Requires full proficiency gained through job related training to perform a range of activities Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly
human promise Engages in conversations with customers about loan products, facilitates the application intake Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Qualifications HS Diploma or GED 1+ years related experience required Teller experience (Preferred) Cross trained to take customer transactions Superior Customer Service skills Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and effective problem solving Proficient in Microsoft Office Notary License (Preferred) Company Overview Our Values At TD, we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and behaviors.
In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture.
Making Your Well-being a Priority A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues backss, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e. g. eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote.
Wherever our colleagues are working, they'll always have access to the TD community to experience our culture of care. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals.
As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. EOE/Minorities/Females/Veterans/Individuals with Disabilities/interactionual Orientation/Gender Identity.
Accommodation If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at xyz X@. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative.
Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities
and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.
g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's
experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed.
Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $41,715.00 - $45,857.50 The base salary represents BMO Financial Group's hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards.
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: . We're here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at jobs.
/us/en BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to interaction, gender identity, interactionual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process.
To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
professional, technical, and general support to internal customers, vendors, and bank personnel. Ideal candidates will have an Associate degree in finance/accounting or an equivalent combination of commercial online banking support experience and/or education is required with at least 2-4 years' experience in a banking environment or similar financial institution is beneficial.
Must possess strong analytical, troubleshooting and problem-solving skills, intuitively knowing how to research issues, investigate them and follow through to their inevitable conclusion and resolution. Excellent customer service, utilizing effective oral and written communication skills and etiquette, is required.
Experience in writing formal procedural and training documentation and materials is beneficial. Knowledge of NACHA Rules and Regulations is beneficial. Familiarity with commercial banking products and services and rely on experience and judgment to see plans/projects through to execution within required timelines is preferred.
Strong Computer skills are preferred (Excel, Word, browsers, etc. ). Emphasis on worksheet experience, using multiple data sources and pivot tables, is preferred. QCR Holdings, Inc. is a relationship-driven organization and a multi-bank company, which services the Quad Cities, Cedar Rapids, Waterloo/Cedar Valley, Des Moines/Ankeny, and Springfield, Missouri communities
through its wholly owned subsidiary banks, and also engages in commercial leasing through its wholly owned subsidiary, m2 Equipment Finance, LLC based in Milwaukee, WI.
Pre-employment credit check, background check, and drug screen is required. For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.
and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!
The Opportunity USAA is a family of companies that provides insurance, banking, investments, retirement products and advice to more than 13 million current and former members of the U. S. military and their families. We are known for our legendary commitment to our members, and are consistently recognized for outstanding service, employee wellness and financial strength. This executive leader reports to the SVP, Business Risk and Controls
or Chief Controls Officer for USAA Federal Savings Bank. -We are looking for a risk leader with a mortgage, consumer lending and credit background who will serve as controls executive for the Real Estate and Consumer Lending businesses as well as the supporting credit functions.
- This executive will lead a team of over 40 risk professionals partnering with the business to effectively execute the USAA FSB risk governance framework to operate within risk appetite including risk identification, measurement, monitoring and control. The Executive will be located in either San Antonio, TX, Charlotte, NC, Phoenix, AZ, Tampa, FL, Colorado Springs, CO, or Plano, TXWhat you'll do: Leads the design
and execution of the business risk and controls strategy for a department within the Bank, considering USAA's broader business strategy and complex regulations and supervisory expectations, including how they apply in a matrixed commercial environment.
Builds and oversees a team of Business Risk and Controls employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Sets the risk and controls vision, strategy, and design to support product offerings, optimize member experiences, increase industry market share, and maximize member retention, satisfaction for a department within the Bank, while operating within the Bank's risk appetite parameters.
Oversees business controls and governance programs, business controls and risk mitigations, and business strategy and planning for a department within the Bank. Specifically oversees key First Line of Defense functions including but not limited to: Reg W, BSA/AML, Control and Supplier Testing, Key Risk Indicators program, Loss Data, Risk Control Self backssment, Issue Management, Member Restitution, and Governance Programs. Operates within established policies and guidelines, and acting in accordance with applicable Banking laws, regulations, and supervisory guidance, including those related to consumer protection, including ensuring policy exceptions are promptly and effectively backssed and escalated.
Leads the First Line of Defense governance and administration of compliance and operational documents, operating procedures, and platform workflows within Bank parameters. Implements, develops, and maintains First Line of Defense business risk and control program in accordance with independent risk management guidance. backsses material risks associated with the Bank's operations on an ongoing basis and uses those risk backssments as a basis for evaluating progress in achieving the Bank's strategic mission.
Develops, communicates, and reinforces risk appetite and risk tolerance throughout the Bank in a manner that causes all employees to align their risk-taking decisions. Maintains awareness of disrupters, developments and trends that may affect the competitiveness, quality, and/or profitability of the department's ability to support the members' needs. Serves as a key contact to the OCC, Consumer Financial Protection Bureau (CFPB) and Federal Reserve Board (FRB) for the First Line of Defense.
Stays abreast of industry regulatory developments and keeps senior management apprised of relevant changes and developments. Ensures ongoing data analysis of risks, vulnerabilities, and market trends and compares internal performance to industry standards and best practices. Provides consultative advice in the design and performance of key controls and regularly reports the status of the control environment including issues and concerns to the General Manager. Monitors risk appetite metrics for changes in the risk profile for a department within the Bank, using monthly reports on metrics and thresholds breaches.
Develops appropriate third-party risk policies, and associated procedures, controls and processes in compliance with relevant state and federal regulatory compliance requirements. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of risk management, compliance, control, and/or audit experience in a Bank or financial services institute with a demonstrated record of success and/or growth.
8 years of people leadership experience in building, managing and/or developing high-performing teams. A proven track record leading comparable operations and programs within a Bank or financial services institution. Demonstrated ability to successfully navigate and operate across multiple levels of an organization. Extensive knowledge and understanding of all federal and state laws and regulatory guidance applicable to Banking institutions (e. g. Reg W, Reg Z, AML, etc. ).
Extensive knowledge, understanding and application of risk management and compliance framework and guidelines. Knowledge of federal laws, rules, - regulations, and applicable guidance to include: -OCC Heightened Standards, BSA/AML, REG E, UDAAP/UDAP, TILA/REG Z, SCRA, FCRA, MLA. What sets you apart: Mortgage acquisition, servicing and capital markets business or risk experience Consumer lending business or risk experience Credit risk experience Extensive experience interacting with regulators Compensation: -USAA has an effective process for backssing market data and establishing ranges to ensure we remain competitive.
You are paid within the salary range based on your experience and market position. The salary range for this position is: $315,800 - $568,500Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. -Long Term Incentive Plan: Cash payment for Executives only representing a cash payment which is both time and performance based -Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. - These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
- Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, please visit our benefits page on. -Relocation assistance is available for this position. USAA is an Equal Opportunity 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.