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POPULAR
Relationship Banker - Boston, MA
1
Relationship Banker - Boston, MA
Boston, MA
Jan 05, 2024

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

POPULAR
Retail Support Teller - Utah County
1
Retail Support Teller - Utah County
Provo, UT
Jan 05, 2024

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.

As far north as American Fork and Lehi, as far south as Santaquin. Also covers Heber through the canyon. 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. Career advancement opportunities from within / paid training opportunities. Competitive compensation + mileage compensation for travel. Zions Bank is an Equal Opportunity Employer

POPULAR
Loan Systems Trainer
1
Loan Systems Trainer
Columbia, SC
Jan 05, 2024

billion company into the future. Ag First Farm Credit Bank, located in Columbia, SC is an integral part of the national Farm Credit System. Ag First provides Human Resources services to 34 independent Agricultural Credit Associations representing 4,500 employees in 17 eastern & Gulf Coast states and Puerto Rico through the Farm Credit Benefits Alliance.

The Loan Systems Trainer supports the process for the training lifecycle, including curriculum development, training facilitation, and program evaluation in cooperation with bank and Association personnel. Responsible for training efforts of bank applications used by Association branch staff throughout the district in supporting daily

functions relative to loan origination, servicing, and accounting as well as other tools used to support financial reporting. Develops a variety of technical documents, practice exercises, and backssments that will be used in support of training initiatives.

Responsible for conducting instructor led (both in person and virtual) training sessions and working on complex projects relative to keeping the training environment current. This may include serving as a resource for testing new features and functionality on trained applications. Determines methods and procedures to be used on new assignments and interacts with customers and/or functional peer group leaders to gain insights and operational

knowledge. Duties & Responsibilities: Analyze loan systems training needs across the district and design training solutions to address those needs Engages with department leaders and bank and/or Association management to determine training needs of the organization Develops measurable training objectives to address customer needs Develops training programs Works to acquire and maintain the system knowledge needed to both design the training and serve as the in classroom subject matter expert Design, develop, and update user documentation, training aids, learning activities, and presentations for training Generates course material such as reference guides, job aids, and presentations to support training objectives Implement and deliver training to customer audiences Assist with planning and organizing course schedules in accordance with available resource and operational needs Provide instructor-led training (both in-person and virtual) on the effective use of Ag First systems to customer audiences throughout the district Conduct train-the-trainer programs where needed Develop positive relationships with Association training coordinators, members of the OSA Guidance Team, and class participants to include interacting with class participants during breaks and meals Evaluate the ongoing effectiveness of current training programs and implement strategies for continuous improvement Analyze training delivered, evaluations, and other feedback received Confer with leaders across the district to measure knowledge transfer and the ongoing effectiveness and impact of training Requirements: Bachelor's degree in accounting, finance or business related major Three or more years' experience supporting loan origination and/or loan accounting systems or comparable work experience strongly preferred Experience with or natural ability to deliver instructor-led classroom training Specific proven knowledge of Ag First operating systems is strongly desired Ability to work independently and creatively with proven organizational skills and demonstrated ability to establish priorities, exercise independent judgement, take initiative, work under time pressures, and make sound business decisions Ability to effectively communicate with customers and colleagues, including strong presentation skills Strong grammar, spelling, punctuation, writing skills and required formats to compose and edit training materials.

Bilingual (Spanish) a plus Strong interpersonal skills including negotiation, team building and ability to handle confidential matters PC literacy including Microsoft Office software and other business applications specific to the financial services industry Knowledgeable of fundamental accounting principles and understanding of real estate loan terminology Must be able to travel overnight to continental United States and Puerto Rico up to 25% of the time #LI-DB About Us Are you ready for a career with us that will impact more than you ever imagined?

At Ag First, you have an opportunity to make a difference for agriculture and rural communities while elevating your career.

When you work here, you are part of a cooperative that provides financing, technical support, and business services to banks in the national Farm Credit system. You can be part of the solution for those banks - our customers - as they make loans to more than 80,000 farmers, businesses, and homeowners in rural America. At Ag First, we value your skills and unique perspective. We think you'll like the impact you can make here and the benefits you will enjoy. Ag First is dedicated to fostering an engaged workplace that makes every employee feel valued, appreciated, and heard.

We invest in our employees because they invest in us and work hard to make our bank successful. Among its range of benefits, Ag First offers competitive pay, flexible work schedules, a corporate incentive plan, and even free coffee and soft drinks in the break room. If you're ready to impact more than you ever thought possible, we're ready for you! While we offer a variety of lending and credit jobs, we're more than just an agricultural lending company. We have many roles in areas such as information technology and information security, as well as support services. No matter your career path, find a way to impact more with Ag First!

OUR BRAND AND CULTURE We want to make a difference in people's lives - and that includes yours! We strive to create a workplace environment where all employees feel welcome and open to bringing their whole selves to work. We have a diverse, talented workforce that helps us bring a well-rounded perspective to the solutions we provide. At Ag First, we aim to give our employees room to grow both personally and professionally. We hope you will find more than just a job here. We hope you will find a fulfilling career that allows you to use your abilities to impact more.

OUR BENEFITS AND REWARDS Ag First believes employee satisfaction is built around a career that combines personal and professional accomplishment with financial rewards that help you build toward the future. We believe that compensation is more than just a paycheck. At Ag First, you'll find a total rewards package that includes: Competitive pay, with paid vacation, holidays, and sick leave, as well as paid time off for volunteering. Corporate incentive plan with spot bonuses for top-notch work. Medical, dental, and vision insurance, as well as life and disability insurance.

Flexible spending and health savings accounts. Generous 401(k) matching contributions, as well as additional employer contributions. Reimbursement for approved higher education pursuits. A wellness program for employees, which includes resources for a healthier lifestyle. A Leadership Academy for professional development. Other perks, such as employee discounts, annual on-site flu shots, and even free periodic chair massages. In addition, we are located in a modern office building in a revitalized business district on Main Street in Columbia, S. C. near multiple restaurants and shops.

Our open floor plan features a variety of meeting areas, from cozy collaboration rooms to large meeting spaces - all equipped with state-of-the-art technology to meet your business needs. Other benefits of our office building include: Free parking in an attached garage. An on-site restaurant. A newly renovated fitness center. On-site conveniences, such as dry cleaning. Regular building events, such as luncheons and ice cream socials

POPULAR
Mortgage Loan Originator Assistant
1
Mortgage Loan Originator Assistant
Dearborn, MI
Jan 05, 2024

collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

Responsibilities --- Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service --- Assist with administrative duties such as making and screening calls, booking appointments, etc. --- Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional

mortgage application paperwork --- Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items --- Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer Qualifications --- Excellent customer service and communication skills and willing to go above and beyond for customers and team --- 2-3 years of professional office environment and administration or mortgage experience preferred --- Having an NMLS license is not required, but is preferred --- High school diploma or equivalent required.

College degree in finance or banking preferred --- Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred

POPULAR
Customer Experience Banker Resource
1
Customer Experience Banker Resource
Detroit, MI
Jan 05, 2024

a full-time Branch Resource Team member, you will engage in proactive sales and customer service activities, including teller transactions. You will be part of the Branch Resource Team and will support a defined group of branches in Huntington's Branch Network.

Colleagues in the Branch Resource Team will travel between their assigned branches and the work location may change daily. Colleagues in the Branch Resource Team must have access to reliable transportation to facilitate working in multiple branches. Responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other

banking products and services. Serves in a concierge role by servicing walk-in customers. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.

Effectively resolves customer issues. Strong comfort level with technology and educates customers on how to optimize their use of bank technology (online, mobile, and ATM banking) so they can bank more conveniently and better manage their money. Proficient in consumer deposit products. Proactively identifies opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and

partners. Educates and refers customers to other areas of the bank to deepen relationships and build strong internal partnerships pursuant to OCR guidelines.

Adheres to all operational, security, risk and regulatory related policies and procedures. Demonstrates acumen in sales, customer service, relationship management, banking, communication and presentation. A Customer Experience Banker is a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties & Responsibilities: Engage in proactive sales and customer service activities, including teller transactions. Responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, and other banking products and services. Serves in a concierge role by servicing walk-in customers Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.

Effectively resolves customer issues. Strong comfort level with technology and educates customers on how to optimize their use of bank technology (online, mobile, and ATM banking) so they can bank more conveniently and better manage their money. Proficient in consumer deposit products. Proactively identifies opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educates and refers customers to other areas of the bank to deepen relationships and build strong internal partnerships pursuant to OCR guidelines.

Adheres to all operational, security, risk and regulatory related policies and procedures. Demonstrates acumen in sales, customer service, relationship management, banking, investments, business banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales.

Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, interaction, national origin, age, disability, interactionual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

POPULAR
Loan Products Servicing Career Training Program
1
Loan Products Servicing Career Training Program
San Jose, CA
Jan 05, 2024

to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Salesforce, Workday, or Pay Pal among other leading organizations in the California Bay Area (Pleasant Hill, San Francisco, San Jose).

Are you eligible? You can apply to Year Up if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelors degree What will you gain? Professional business and communication skills, interviewing and networking

skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up students earn an educational stipend of $525 per week.

In-depth classes include: - Application Development & Support - Data Analytics - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success Get the skills and opportunity you need to launch your professional career. 80% of Year Up graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of $52,000 per year.

POPULAR
Teller
1
Teller
Oneonta, NY
Jan 05, 2024

retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CBSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities

A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative.

A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer. Essential Responsibilities: Provide quality customer service and a positive banking experience by handling

financial transactions (i. e. cashing checks, handling deposits/withdrawals, etc.

) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines Ability to understand direction and adhere to established policies and procedures Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific requirements in a timely fashion Qualifications Education, Training and Requirements: High School Diploma or GED Required Skills: Basic math and computer skills Documentation skills with attention to detail Professional and friendly interpersonal and communication skills Clear thinking and ability to stay focused Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility Experience: Prior customer service skills preferred Other Job Information Hours: 30 hours/week, rotating Saturday hours Compensation: Commensurate with experience plus potential for annual merit increase.

In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! 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 may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. 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, or protected veteran status and will not be discriminated against on the basis of disability.

Minimum USD $16.50/Hr. Maximum USD $21.53/Hr.

POPULAR
Relationship Banker - Fishhawk Financial Center
1
Relationship Banker - Fishhawk Financial Center
Plant City, FL
Jan 05, 2024

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

POPULAR
Branch Relationship Banker-Avenues
1
Branch Relationship Banker-Avenues
Salt Lake City, UT
Jan 05, 2024

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. Join a company where your efforts will make a difference to our community.

We need your talents and abilities help our clients feel welcome. We seek to find the best candidates whose enthusiasm for client engagement and the banking industry position themselves for growth and exposure to retail leadership. Bring your needs-based sales experience to strengthen our clients' relationship with us and we'll provide you a chance to shine. Gain

valuable, hands-on experience in our branches to launch your career in our organization while making friendships along the way. Don't delay join Zions Bank today! This role will: Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.

Open new accounts, consumer loans, and refer other banking products as applicable. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resources. Make appropriate referrals for other bank products and services, including commercial lending products. Potentially perform cash transactions, open or update accounts, originate

and close consumer or small business loans. Establish, expand, and maintain a strong customer relationship by providing extensive and personalized service focused on the specific needs of each banking customer.

Perform other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions.

Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

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Commercial Banking Team Leader - Reading, PA
1
Commercial Banking Team Leader - Reading, PA
Reading, PA
Jan 05, 2024

banking relationships with middle market and large corporate customers in and around the region and for the management of a commercial banking team. The incumbent supervises and develops the commercial banking team to maintain and grow the loan portfolio and to develop and enhance customer relationships.

The incumbent builds and maintains a portfolio and client base and develops new business and meets corporate clients' financial services needs. Primary Responsibilities: Establishes banking relationships with middle market and large corporate customers within the assigned geographical location. Builds and maintains a portfolio and client base including new business development and meeting

corporate clients' financial services needs through cross selling and consultation. Develops, maintains and grows own client base. Manages assigned relationship managers.

Works with direct reports to achieve results set forth in the bank's strategic plan. Participates in developing marketing and sales plans with their direct reports. Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and other products and services offered by the corporation. Monitors and proactively manages team and personal portfolio credit quality. Monitors and manages team portfolio reports. Reviews term sheets and previews memorandums and credit packages for approval

and presentation to the loan committee. Maintains team compliance with various operating policies and procedures and regulatory requirements.

Reviews market research on an ongoing basis to determine customer needs, volume potential, competitive strategies, etc. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F. N. B. Corporation's risk management program. F. N. B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.

Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS Power Point - Intermediate Level Experience in commercial or business banking. Special Licenses and Certificates: N/A Physical Requirements: N/A

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Relationship Banker
1
Relationship Banker
Skokie, IL
Jan 05, 2024

the retention and growth of profitable client relationships. Develops new and existing client relationships by educating prospects and clients about the features and benefits of the Bank's consumer and business products; understands the respective needs of clients and prospects.

Essential Duties Client Development Proactively deepens customer relationships by meeting their needs through additional products and services. Actively refers clients to other areas for additional needs as well as successfully identify and develop prospects into new relationships Successfully onboards all new clients by cross-selling entire suite of products such as Online and Mobile Banking, etc. On a regular

basis, follow up with clients and seek out new opportunities based on client's needs including recommending product solutions (including cross sales) Partners with other bank employees developing, communicating and implementing the sales strategy in order to meet/exceed business objectives and exchanges leads/referrals.

Conducts joint outside sales calls with employees at prospects or clients places of business Client Service and Maintenance Open new personal and business accounts Perform maintenance on accounts including, but not limited to, name and address changes, account renewals, signer and beneficiary updates, etc. Counsel clients on their financial needs making recommendations

where necessary and appropriate Resolve client issues in a tactful and professional manner Assist with clients Home Equity Applications Review overdrafts and assist management in sound decisions Assist in any other client services that may arise including support for other Bank departments as required Banking Product Knowledge Have full knowledge of all consumer and business banking product features and benefits included but not limited to demand deposits, savings, certificates of deposits, IRAs, Online and Mobile Banking, Home Equity Lines of Credit Understand the titling and structuring of various types of accounts Having a basic knowledge of other products the Bank offers and how to effectively work with other departments to deliver those products to clients Responsible for increasing knowledge for various product type to client base Compliance/Risk Adhere to compliance policies/procedures and internal controls Assist with any compliance monitoring necessary Support the Bank's efforts to ensure successful CRA results by participating in any Bank sponsored CRA activities when available Address CIP due diligence exceptions related to account opening within 30 days Perform all essential Teller duties Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit Process savings withdrawals and cash checks: verify endorsements, receive proper identification and ensure validity Issue personal money orders and cashier's checks Buy and sell currency from the vault as necessary to ensure cash limits are not exceeded Accept loan payments: verify payment amount and issue receipts Log and process mail Prepare/change currency orders for business clients and roll coin Gather CTR information Redeem savings bonds Balance of cash drawer and cash recycler Process: Wire Transfers, Bond Coupons & Foreign Checks Sell/Buy Foreign Currency Wire Log Foreign Drafts Sending Savings Bonds to Fed for Redemption Sell: Master Card Gift Cards Perform Cash Audits with Teller Manager Responsible for ATM/Debit Card duties such as Guide new clients through the entire card application process and perform any relevant troubleshooting for existing cardholders whenever necessary Make adjustments as needed to client ATM/Debit card files: Add/remove accounts linked to cards Re-Order or replace (lost/stolen) cards Handle requests for card limit increase and/or change of address Update and maintain appropriate ATM/Debit logs as needed: Lost/Stolen Log Compromised Card Log Card Limit Increase Log 30-Day Address Change Log Place miscellaneous addenda on accounts linked to cards for cardholders travelling internationally, as well as for closed accounts Ensure proper functionality of cards for clients who are travelling internationally through the adjustment of settings in Client-Central Maintain the accuracy of card file folders through regular file maintenance Process various daily, monthly, and periodic reports Perform additional duties such as Attend monthly meetings Order and arrange supplies Support Community Banking Department in any capacity necessary Nonessential Duties Other duties as assigned Knowledge, Skills & Abilities Maintain friendliness and professionalism through the proper use of tact & diplomacy when dealing with clients at all times Enjoy working with the public Strong verbal and written communication skills Current and remains up to date in relevant technology and systems Strong level of accuracy and detail oriented Ability to be flexible and to multi-task on a regular basis Strong knowledge of bank deposit products & regulations Good problem-solving skills Training & Experience High school diploma or GED, college graduate preferred Microsoft proficiency 2 - 3 years previous banking experience Additional training/education helpful Fiserv application helpful First Bank Chicago is an Equal Opportunity Employer: disability/veteran Crain's Chicago Best Places to Work - 2021 - 2022

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Retail Support Teller - Logan
1
Retail Support Teller - Logan
Logan, UT
Jan 05, 2024

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.

Tremonton, Brigham, and Logan Canyon 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. Career advancement opportunities from within / paid training opportunities. Competitive compensation + mileage compensation for travel. Zions Bank is an Equal Opportunity Employer

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Business Analyst
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Business Analyst
Plano, TX
Jan 05, 2024

promotional and marketing plans, internal/external / HQ partnerships, supply chain and distribution, and long-term growth strategy. Ownership of strategy, managing aged inventory across lines of businesses, NPI Playbook plus tracking and execution across client site.

Build: create a best-in-class shopping experience for your business by partnering with internal stakeholders across Merchandising, Marketing, Engineering, Operations, Analytics, and Customer Service; always optimizing and focusing and removing purchase barriers and creating a customer-centric, shopping experience. Optimize: Promotions Subject Matter Expert (optimize promotion design to drive topline + bottom line). Develop

data-driven perspectives on the end-to-end operations of the business, from upper-funnel marketing and merchandising to on-site path-to-purchase and experience, through conversion, fulfillment, and customer service; identify areas of opportunity and work cross-functionally to drive operational efficiencies.

Innovate: think outside the box, leverage data, and build insights to create business cases to build scalable products and promotions to drive the growth of your business; develop functional capabilities to test, learn, and iterate to accelerate category growth. Requirements: College degree required; MBA a plus and 6+ years of experience in Product/Trade/Category Marketing experience

for Technology, Consumer Product and/or Consumer Electronics is required.

Extensive experience implementing category strategy, preferably in e Commerce. Knowledge and passion for direct-to-consumer e Commerce business practices and operations. Digital UI/UX enhancements experience a plus. Ability to facilitate cross-functional teams and navigate matrixed organizations. Strong analytical, data-driven problem-solving, and decision-making skills. Ability to work under pressure and deadlines. In addition, one must be able to manage multiple projects and often competing priorities. Entrepreneurial spirit and excellent communication skills (verbal and written) Experience with Tableau and Confluence is a plus.

A passionate business contributor who can see the big picture and be a world-class operator. You can flawlessly execute and have a relentless focus on driving in-year results. Data-driven, customer-centric, story-teller who is passionate about leveraging insights to make recommendations and drive change. You always think about the customer first and are persistent in the pursuit of improving her/his experience. Digitally savvy and passionate about the intersection of technology and consumer products. You have a relentless focus on optimization and improvement, and always approach business challenges thinking- is there a better way?

Collaborative, team builder with high organizational EQ who can work cross-functionally and can quickly develop relationships with internal and external stakeholders. Staffmark talent working with this client receive competitive compensation and a great benefits package including medical, dental, vision, 401K, and Paid Time Off plus more! After you have applied, download our Staffmark Group Work NOW App to receive real-time job offers and apply for additional opportunities. You can download it from the App Store or get it on Google Play.

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Entry Level Banking Opportunity
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Entry Level Banking Opportunity
Concord, CA
Jan 05, 2024

to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Salesforce, Workday, or Pay Pal among other leading organizations in the California Bay Area (Pleasant Hill, San Francisco, San Jose).

Are you eligible? You can apply to Year Up if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelors degree What will you gain? Professional business and communication skills, interviewing and networking

skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up students earn an educational stipend of $525 per week.

In-depth classes include: - Application Development & Support - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success Get the skills and opportunity you need to launch your professional career. 80% of Year Up graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of $52,000 per year.

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Marketing Coordinator Intern
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Marketing Coordinator Intern
Mentor, OH
Jan 05, 2024

at Cardinal, we believe in creating a strong culture that encourages and supports teamwork, integrity, mutual respect, and accountability, our core values. Our goal is to provide an inclusive, collaborative, and engaging workplace where staff is challenged to do their best.

Cardinal strives to create a culture supporting ideas and innovation and offers various opportunities for both personal growth and professional development. An intensive management training program is the cornerstone of our strategic growth plan: it instructs teammates to seek unique solutions for financial challenges; invigorates collaboration and teamwork causing staff to think outside the box. This creativity ultimately

enhances the lives of families in our service communities, which in turn serves as an economic stimulus for Ohio residents. Role: Our Marketing Coordinators role is to increase the acquisition of memberships and member awareness concerning Credit Union products and services.

Conducts market research; analyzes factors such as: pricing, distribution and product performance. Supports the development and distribution of marketing and sales materials. Assists in the production of advertising, marketing brochures, sales kits or other promotional materials. Provides statistical reports and recommendations to management and assists with the development plans for marketing. Leads Credit Union

social effort. Essential Functions & Responsibilities: Marketing Coordinator assumes responsibility for effectively completing public relations activities and web site administration.

Writes and distributes press releases. Directs activities for grand openings. Invites media, prepares information sheets, orders signs and flowers, makes arrangements for photography, and provides store gifts. Completes miscellaneous writing assignments including stories for member and staff newsletters. Creates articles, advertisements, and announcements for meetings and special events. Prepares member communications including statement messages, envelope overprints, and teller receipt messages.

Handles trademark registration functions. Ensures that public relations activities are effective and support marketing objectives. Marketing Coordinator assumes responsibility for coordinating and implementing effective Training policies, procedures, and programs. Assists management in identifying Credit Union training and development needs. Assists in ensuring Credit Union personnel are well trained and effective in their respective positions. Assists in ensuring that employee orientation, on-the-job training programs, and in-service activities are effective and appropriate.

Assists in coordinating, scheduling, and directing training activities. Completes training functions in accordance with established programs, policies, and procedures. Responsible for ensuring that professional business relations exist with members, Chamber of Commerce, vendors, trade professionals, and the general public. Builds and maintains professional relationships with business editors, media contacts, and trade professionals. Represents the Credit Union at conventions and business fairs, and actively sells products and services. Directs Credit Union sponsorships to ensure that they support marketing goals.

Answers related correspondence and represents the Credit Union at sponsor functions. Resolves requests, questions, and problems courteously and professionally. Ensures that communications are efficient and effective. Ensures that public relations and marketing activities create positive member, prospective member, and community responses. Maintains and projects the Credit Union's professional reputation. Responsible for establishing and maintaining effective communication and coordination with Credit Union personnel and with management. Attends and supports Marketing meetings and activities.

Assists, serves and informs departments as needed. Answers questions and resolves problems. Completes required reports and related documents promptly and accurately. Keeps Senior Management informed of area activities including training and of any significant concerns.10% Assumes responsibility for related duties as required or assigned. Writes and prepares training articles and stays current on training programs and procedures. Completes special projects as assigned and assumes other related duties as assigned. Benefits Package: -- Medical, prescription, dental, vision-- Life and long term disability Insurance, employer paid-- Generous 401(k) plan-- Paid time off and holidays-- Loan discounts-- Tuition reimbursement to help foster career development.

-- Considerable and substantive internal training on a myriad of banking subjects, member service, professionalism, and best industry practices. Cardinal Credit Union is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment. We are a non-smoking work environment.

PM22Requirements: Knowledge, Skills and Abilities: Experience: Six months to two years of similar or related experience. Education: A college degree. Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. PIea2abe