- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating
of terms and/or taking an application for a dwelling secured transaction.
As such, this position requires compliance with the S. A. F. E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systeminteractionperience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needinteractionperience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.
Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.
nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 501 W Washington St Sequim, WA 98382 Pay Range $18.00 - $25.14 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 17 Jan 2024 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9b03d405-67d2-497a-a7c2-2d9b1638abef
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating
of terms and/or taking an application for a dwelling secured transaction.
As such, this position requires compliance with the S. A. F. E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systeminteractionperience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needinteractionperience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.
Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.
nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 3042 NE 45th St Suite A Seattle, WA 98105@RWF22 Pay Range $22.00 - $30.19 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9b03d422-97e5-43db-a9bd-dd93b4862cfa
of banking product and services through multiple service channels and/or areas of specialization. ESSENTIAL JOB RESPONSIBILITIES Identify and develop profitable C&I banking credit and treasury management account relationships with business credit needs in excess of $500,000 (excludes commercial real estate).
Assist in the facilitation of prospecting customers and actively participate in the design of creative solutions to meet their needs. Assist in the development of structures and negotiation of loans and/or agreements to include the terms, pricing, special conditions, and interest rates for commercial accounts. Assist in the facilitation to the loan committee or approving officer;
oversee the loan documentation and closing process. Manage portfolio by monitoring financial statements, covenants, borrowing bases, maturing loans, and past dues to ensure that credit facilities are properly risk-rated and that the Bank responds to the risk in an appropriate and timely manner.
Strengthen and manage existing account relationships and loan portfolios through monitoring of financial statements, covenants, borrowing bases, maturing loans, and past dues to ensure that risk is properly evaluated and managed in an appropriate and timely manner to ensure profitable growth of the account. Maintain knowledge of banking products and services, as well as knowledge of the industries
or market areas served. Keep abreast of current developments and market trends, to further identify and service the customer's needs.
Collaborate and coordinate with internal and external business partners to ensure banking products and services are provided in a timely manner and support the profitable growth of the relationship. Meet/exceed sales and referral goals and meet/exceed individual branch targets. Maintain current knowledge and follow all bank financial and security regulations and procedures. Embody, embrace, and demonstrate In Bank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity. Other duties as assigned Requirements: JOB REQUIREMENTS: Education: Bachelor's Degree (preferred Finance, Accounting, Economics or another relevant field)Work Experience: 3+ years of experience in commercial banking experience or sufficient relevant experience Computer Skills: Intermediate skills with Microsoft Office Suite and CRM systems Other Requirements: Strong knowledge of and experience in C&I, banking loans, deposits, lending techniques and practices.
Knowledge of compliance with federal and state regulations pertaining to commercial banking. Strong knowledge of banking products and services. Excellent communication, interpersonal, consultative sales, and presentation skills.
Business development, relationship management, and lead generation skills. Ability to effectively communicate and make effective presentations to prospective customers and company principals, existing customers, banking officials, and community leaders. Ability to handle multiple tasks simultaneously in a fast-paced, diverse, and growth-oriented environment. Occasional travel may be required for meetings/trainings. Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, and operating a telephone.
Preferred Skills/Experience: Experience as a Credit Analyst/Underwriter/Portfolio Manager. Critical thinking and problem solving. Strong attention to detail and accuracy; professional and courteous communication skills. Ability to effectively communicate between key internal business partners. SPECIFIC DUTIES AND RESPONSIBILITIES: Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts. Maintains confidentiality in handling customer and bank information. Financial: Proficient knowledge of commercial banking, economics, accounting, and finance Autonomy: Ability to analyze and interpret data and formulate sound business decisions.
The applicant who is selected for this position will be eligible for the following compensation and benefits: Targeted hiring range based on experience: $90,000 - $140,000. This range is an estimate based on potential employee qualifications and other considerations permitted by law under the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance and is at the Company Discretion.
Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance. Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays. 401(k): Company match begins with the first contribution and follows the company vesting schedule. Other: access to career training and development opportunities, employee discounts. For more about In Bank and our culture, visit us here: In Bank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.
We consider all qualified applicants without regard to race, religion, color, interaction, national origin, age, interactionual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws. Compensation details: 90000-xyzxyz Yearly Salary PIfbd7cdecd
our Overview Responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. Provide customers with a one stop experience to fulfill all of their financial needs from account opening and maintenance to processing transactions.
Focus on customer-centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer's service experience and achieve their financial goals. Time spent in various aspects of this universal role will vary depending upon Financial Center traffic and customer needs. Responsibilities Assist clients
with teller transactions accurately and in accordance with bank policy and procedure. Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement.
Advance personal knowledge of sales techniques and utilize the CRM (Customer Relationship Management) system and other resources to foster relationship building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships. Provide ongoing support to customers regarding products and services. Open new accounts, perform customer maintenance requests, assist with operational
activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits. Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems. Qualifications Education High School Diploma or equivalent. (Required)Experience1 or more years customer service or sales experience. (Required)6 to 12 months cash handling experience. (Preferred)This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
EEO Statement Fulton Bank (" Fulton" ) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, interactionual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services in order to refer them to appropriate departments for assistance and additional sales opportunities.
Consistent in providing courteous, professional, accurate, timely, knowledgeable and patient service to the customer. Must be bilingual in English & Spanish, and must be able to translate/interpret statements from English to Spanish and Spanish to English. EDUCATION & EXPERIENCE: High school diploma or equivalent. Prior Customer Service experience. Cash handling experience. Teller experience preferred. Understanding of basic mathematical
skills. Good interpersonal communication & computer skills. Fluent in both Spanish & English languages. ESSENTIAL DUTIES & RESPONSIBILITIES: Translate and interpret statements from English to Spanish and Spanish to English.
Manage large sum of currency with accuracy. Receives cash & checks for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters transactions correctly into bank's computer system. Examine identification and identify validity. Examine checks deposited and determine proper funds availability based on regulation requirements & complete hold notices accurately. Process large commercial deposits. Process savings withdrawals: verify and
receive proper identification. Process loan payments: verify payment amount and issue receipts.
Identify counterfeit currency. Ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud. Issue cashier's checks redeem U. S. savings bonds, process safe deposit box payments, process utility payments, process credit card payments and issue gift cards. Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded. Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Knowledge of products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to: refer customers to the proper department for issues that cannot be resolved in retail. Promote and cross-sell bank products and services. Identify and attempt to correct any discrepancies found in customer information files (CIF) Assist in opening and closing of vault and night depository. Balance cash drawer daily. Researches any outages and reports any unresolved discrepancies to the supervisor. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and teller roles and responsibilities relating to each act.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Open and close the bank by following established security procedures. Live and represent the Field & Main culture and brand. Perform related duties as assigned by supervisor. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.
Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills & commitment to pursuing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies and sound judgment. Takes proactive steps to accomplish task without specific direction. Seeks out and takes responsibility for additional work backssments. Seeks out new learning opportunities.
Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly and efficiently. Responds with a sense of urgency to requests from customers, co-workers and/or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors.
Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts and understands management and company directives and works to help achieve individual, departmental and company objectives and goals with positive behavior.
Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions and solicits feedback to improve performance Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs.
Ability to maintain accuracy and quality of work as quantity of work increases. Individual organizes, prioritizes and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors.
Maintains all the required and appropriate records necessary in the job. Adherence to Policies & Procedures - Understand s the importance of adherence to bank policies in job related functions, employee and banking issues. Maintains confidentiality of employee, customer and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties.
Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 06/22/2021 JMB EOE/Minorities/Women/Vets/Disabled PIe10494c0264e-9092
possess world class service and leadership skills; strong knowledge and understanding of First CCU products and services; strong lending and underwriting skills. ESSENTIAL DUTIES AND RESPONSIBILITIES Live the First Community Credit Union Mission, Vision and Values within the organization and our communities.
Provide leadership to teller staff to maximize their performance, help advance their growth and development, and achieve the credit union's goals. Assist in branch services and operations as needed to serve our members, including teller backup, if needed. Instill an energetic, world-class service and sales culture that continually strives to improve the way we serve our members. Build
strong relationships with new and existing members that lead to sales, cross-sales and sales referrals. Identify member needs and align products and services that help achieve their financial goals and those of the credit union.
Strong outbound calling to assist in promoting a sales culture within the credit union. Mentor and motivate front-line staff. Assist Branch Manager or Senior Management in day to day operations. Follow the established First CCU lending policy and underwriting guidelines. Open new accounts including share draft accounts, certificates, individual retirement accounts, and various club accounts. Counsel with members on loan problems; changes in terms of payments;
repayment schedules and release of collateral. Counsel with members on purpose, amount and payment terms.
Take and review loan applications and make recommendations to Senior Lending staff for the disposition of all other loan applications. Obtain credit ratings, as required. Close and process loan requests, obtain information on collateral offered, secure and verify signatures and witnesses on documents. Review and update information on member record file, including credit rating, check accuracy of loan screens and documents. Review record of collateral insurance on loan and request of insurance coverage from members. Notify vendor to place security interest of credit union on titled documents, request discharge of security interest from holder as required.
Disburse checks on approved loans. Record information in member file on approved or rejected loan applications, extension agreements, release of security and deferred payments.20. Answer telephone requests for loan information and the credit union's products and services.21. Follow all state and federal laws and regulations.22. Assist in promoting a positive credit union image during non-working hours.23. Perform other duties and responsibilities as assigned or deemed necessary in order to meet the credit union's goals and objectives.
Passionate and enthusiastic. Strong leadership skills; including planning, organizational, communication, mentoring, coaching, staff development, and goal setting. World-class service skills. Intermediate knowledge of credit union products; services; loan policies and procedures. Strong sales and sales coaching skills. Knowledge of federal and state regulations relating to credit union operations management. Knowledge of Microsoft Office applications. Knowledge of intermediate math (calculations and concepts involving decimals, percentages, fractions, etc.
) Availability to work weekends and extended hours, as needed. Availability to attend special off site sales events and credit union functions, as needed. Outgoing personality, with the ability to ask for new business and capable of making outbound phone calls. Works well with others and follows directions. Able to work independently. Detail oriented. Willing to make underwriting decisions. Education and Experience: This position requires a high school education. This position is also required to become a notary. Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.
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line of business. The floating teller position also supports the operational needs of the bank by traveling to various locations and working a varied, flexible schedule. ESSENTIAL FUNCTIONS: Have open availability to work a flexible schedule that varies weekly, sometimes daily, based on the needs of the bank Travel to bank locations within a specified geographic region, potentially mid-shift with little notice Must have access to reliable transportation to facilitate working in multiple locations Reliable attendance is required Achieve financial wellness activity goals, such as identifying referral opportunities Actively engage with and greet customers and take ownership to resolve any customer
issues or concerns Balance teller drawer daily and participate in dual control balancing of vault, ATM, and any other device, as needed Assigned an elevated drawer limit, check signing authority, supervisor authority in teller system, as needed Deliver on our North(west) star experience and champion our customer's financial wellness through delivery of exceptional customer experience - both in person, over the phone, and through email communications Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings Exceptional delivery of our 5 Culture Promises Knowledge and adherence to all security
and dual control processes Responsible to participate in branch opening and closing tasks as needed Complete educational training as assigned and self-educate using bank designed programs and applications Able to work evening hours and weekends as scheduled or assigned Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment KNOWLEDGE, SKILLS, AND ABILITIES: Ability to establish effective working relationships among team members and participate in solving problems and making decisions Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High School Diploma or Equivalent preferred Work Experience: Customer Service Experience preferred Cash Handling Experience preferred Banking and/or Retail Experience preferred The pay range for this position is generally $15.50 - $17.05 per hour.
Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and " among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Our employees in Retail Support are a key piece to the success and daily functions of our branches across Zions Bank.
Retail Support is a department of traveling tellers and bankers who support Zions Bank branches throughout their geographical area in the case of absenteeism. This position offers an opportunity to gain a large skill set in the fundamentals of banking while also providing networking opportunities. Our mission is to support
our branches and help them to fulfill strategic objectives and carry out Zions Bank's company vision. Minimum pay is $17 an hour. The qualified applicant will: Be responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
Identify and address clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolve client's problems either through direct personal action or referral to alternative
branch or bank resources. Identify and maximize cross-sell opportunities through exploring needs.
Performing other duties as assigned. Client Service Associate (Teller) Qualifications: Requires High School Diploma or equivalent and some cashiering, customer service, balancing, or other related experience. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients needs. Experience selling products and services based on customer needs preferred. Locations: Retail Support covers a geographical area. Mileage reimbursements are provided whenever an employee travels over 25 miles round trip from their home.
Covers branches in Vernal, Duchesne, and Roosevelt. Benefits: Employees who average over 20 hours per week may be entitled to participate in employee benefits provided by Zions Bank, in accordance with our standard eligibility rules. Competitive compensation + mileage compensation for travel. Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products Zions Bank is an Equal Opportunity Employer
our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities. CNB is looking for a qualified, motivated, and client- and team-focused individual to join our team as Teller in Hillsdale, Michigan.
JOB SUMMARY Provides outstanding client service while performing a variety of client savings, checking and credit account transactions, as well as client services for cashier's checks, savings bonds, etc. May assist supervisor with various branch procedures, including opening and closing deposit accounts, ATM balancing, and Vault balancing, etc. DUTIES Maintains security and confidentiality of the bank's clients
and transactions. Serves the client with the cashing of checks, making deposits, withdrawals, loan payments, cashier's checks, and redeeming US Savings bonds. Determines the need to place holds on checks being deposited and/or cashed, when applicable.
Cross-sells other bank services. Balances teller window on a daily basis and remains within teller balancing guidelines. Processes night deposits. Assists with various other duties as appropriate, such as: Balancing vault and shipment of cash; Handling collection items; Wrapping or unwrapping coin; Opening and closing savings, checking and certificates of deposit; and/or Balancing ATM. Maintains and protects confidentiality of client information.
Maintains regular, on-time attendance. Remains current in required training (online, video, telephone seminar, etc.
) Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position. Performs other various duties as assigned. SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent. Previous banking/teller/cash handling experience a plus.
Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others. Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner. Positive and cooperative approach when working with others. Excellent written communication skills with demonstrated ability to write communications clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications.
Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management. Ability to maintain confidentiality and handle sensitive information. Ability to efficiently and accurately keyboard information, both computer and calculator. Strong computer skills with a proficiency in MS Word, Excel and Outlook. Knowledge of basic accounting principles. WORKING CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the work environment will include: Works in a normal office environment. PHYSICAL REQUIREMENTS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to: Communicate effectively, both verbally and in writing.
Keyboard information (computer and calculator). Identify U. S. and Canadian Currency. Count and handle currency and coin accurately.
to the company's success. As a full-time Lead Teller within PNC's Retail Branch organization, you will coach Tellers on customer service skills and supervise conversations that enable referral opportunities for PNC products. You will also greet customers in the lobby, educate customers on new technology, supervise customer transactions, and assist with outbound calling initiatives.
This position will be based in Piscataway, NJ at the Piscataway retail banking branch. Job Description Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety
of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
Coaches, mentors and leads tellers by example in identifying opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners. Coaches, mentors and leads tellers by example in performing lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Coaches, mentors and leads
tellers by example with clear communication skills, transaction handling and problem resolution processes.
Assists the Branch Manager in performance management and new hire selection processes. Coaches, mentors and leads tellers by example in adhering to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - backssing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this and other opportunities on our team. Watch this video. Competencies Accuracy and Attention to Detail - Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.
Addressing Customer Needs - Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner. Coaching Others - Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness. Digital Awareness - Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation. Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Fraud Detection and Prevention - Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations. Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Matrix Management - Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.
Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations. Understanding Customer Needs - Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers. Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties.
Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Additional Job Description Benefits PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC. Disability Accommodations Statement: If an accommodation is required to participate in the application process, please contact us via email at xyz X@.
Please include " accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-xyz X and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of race, color, interaction, religion, national origin, age, interactionual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating
of terms and/or taking an application for a dwelling secured transaction.
As such, this position requires compliance with the S. A. F. E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.
Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.
nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 2213 N Glebe Rd ARLINGTON, VA 22207 Posting End Date: 9 Jan 2024 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9b03d404-fd4b-43d0-9c6c-b482e782a95b
in charitable events. Through a comprehensive wellness program, employees, and their families challenge themselves to healthier lifestyles and receive the necessary motivation and tools. With over 40 locations in four states, First Community Bank offers competitive benefits and the personal service you would expect from a company that knows your community.
We welcome all applicants and look forward to new colleagues joining our community! Duties: The Teller is responsible for cashing checks and disbursing funds after verifying signatures when applicable and sufficiency of funds to support withdrawals. Accept deposits, confirming accuracy of transaction. Prepare, verify, and issue official
checks and loan proceed checks. Prepare, verify, and process deposits from night deposit box, loan payments, withdrawals, currency and coin orders, safe deposit box payments, etc.
Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents. Enter transactions in bank's Teller Capture software with accuracy and precision, recording all transactions and producing customer receipts. Maintain a neat and organized work area that ensures the safety of all negotiables and confidential records. Make sales referrals suggesting alternative banking options, including the cross-selling of the bank's products and services.
Manage risk in every transaction and detect fraudulent transactions to prevent losses.
Recognize customer needs and introduce new products and services (credit cards, savings accounts, insurance, etc. ). Reconcile cash drawer to the accepted Company's balancing expectations by proving cash transactions, counting, and packaging currency and coin. Qualifications: High school diploma or equivalent Proficient verbal and written communication skills, including excellent telephone etiquette and legible handwriting Active listening skills and ability to ask questions to clarify/determine customer need Ability to maintain composure and professionalism when dealing with upset customers Strong attention to detail Excellent math skills Trustworthiness and ability to act with integrity Be customer satisfaction-oriented with interpersonal skills to contribute to a productive and team oriented work environment Ability to lift up to 25 pounds occasionally and to stand for extended periods of time Ability to travel, as needed One year of cash handling experience preferred Two years of customer service experience preferred
Earning Potential of $325,000 WRVU production incentives Loan Forgiveness available up to $40,000 total Signing Bonus available, contact us for details Relocation Bonus available CME up to 1 week and $5,000 available Up to 6 weeks of PTO available
operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting.
This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIESAND RESPONSIBILITIES: Use the consultative sales process and Financial Needs backssment to
build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i. e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc. ) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S. A. F. E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage. nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens.
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. #LI-TM1Retail Personal Banker Associate ILOCATION -- Brunswick, Ohio 44212Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates 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 http: //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.