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
Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference?
BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions
include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. Team Culture We're passionate about what we do and it shows. Working with our peers across the
bank to help our clients achieve their financial goals is rewarding.
We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How Youll Spend Your Time : You will be responsible for delivering exceptional client experience to build, expand, and retain long: term client relationships. While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals.
: You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E: Statements, and mobile and ATM deposit capabilities. : You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
: You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc. ) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self: improvement initiatives and skill: building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. Education and Experience Requirements This level of knowled
Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference?
BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged
client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. Team Culture We're passionate about what we do and it shows. Working with
our peers across the bank to help our clients achieve their financial goals is rewarding.
We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How Youll Spend Your Time From the Job Profile, choose either the Retail, Virtual, or Multi: Channel duties to input for posting. Education and Experience Requirements This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.
: Working knowledge of consumer financial products and services: Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support : Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions: Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation: Problem: solving and conflict resolution skills: Ability to follow established standards and use judgment to determine when appropriate to escalate : Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts : Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems: Ability to complete multiple tasks at a time: Excellent interpersonal skills including sales and client relations skills, both in: person and via telephone: Detail oriented, high degree of accuracy: Ability to wor
in 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 Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers.
Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote
the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. 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 DUTIES AND 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. Personal Banker Associate II - Southport Bench LOCATION -- Indianapolis, Indiana 46237Fifth 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.
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
Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type This position typically pays minimum wage plus a draw against commission.
Summary Youre an experienced mortgage banker with an established client base who isnt afraid to generate new business. You value a company focus on providing your clients with full: service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. Youre a counselor, connector, and relationship maker.
Our Mortgage Bankers change peoples lives Job Description The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers.
Maintains an active call schedule for purposes of educating targeted business sources regarding the features and benefits of BOK Mortgage financing. Team Culture BOK Financial Mortgage is dedicated to being a respected and recognized top Mortgage Lender in our markets, as well as to being the employer of choice for all mortgage professionals. We are committed to our employees, customers, and community
partners, and our mission is to deliver the highest quality mortgage experience with integrity, knowledge, and award: winning service.
We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. We are a fun group We participate in group learning and idea sharing, and we practice candid communication through our open: door policy. Problems are brought to the surface, and so are solutions; we're receptive to feedback and constructive criticism. We believe in personal and shared accountability. How Youll Spend Your Time: You will build and nurture relationships internally and externally to set yourself up for long: term sales success.
: You'll be actively engaged in your community, making meaningful connections with both individuals and businesses. : You'll generate business and close on time to ensure a seamless lending process. : You'll collect and analyze clients' financial information to ensure loan eligibility and to determine if they are a good investment for the bank. : You will train new real estate agents and brokers in areas of financing, qualifying buyers, and lending guidelines. Education and Experience Requirements This level of knowledge is normally acquired through completion of an Associate's Degree and 2:3 years related mortgage lending experience.
Bachelor's degree strongly preferred. Working Conditions and Physical Requirements Office : 20 lbs BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career Apply today and take the first step towards your next career opportunity The companies in BOK Financial Corporation Group are equal opportunity employers.
We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and emplo
environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses.
These services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Zions Wealth Management is a strategic focus for the Zions Bancorporation, an organization
that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine, CA marketplace. At Amegy Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Investment Management Portfolio Managers/Advanced Planning Professionals Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers As a CB&T Wealth Advisor, your role will involve actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and offer guidance on various financial vehicles, devising recommendations, and implementing the investment strategy.
As someone who wishes to be an entrepreneur, you will continuously look for opportunities to grow your book of business through identifying value-added products and services for clients, identifying, and acquiring client assets held outside of Enterprise Wealth Management, and developing additional business through internal partner referrals. Other responsibilities will include financial planning, investment management, insurance, trust services, trading, and speaking events, as well as coordinating with wealth management specialists to deliver the right solution for the client.
The ideal candidate will: Exhibit a strong passion for providing top-tier client experience within a collaborative team environment. Follow a client-centric consulting process that starts with financial planning. Possess an extensive understanding of a wide array of investment, insurance, and banking strategies. Demonstrate exceptional communication, relationship management, and sales skills. Be adept at evaluating, advising, and supporting the bank's clients effectively.
Requirements: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's degree A minimum of 5 years of directly related experience, 10+ years preferred A Combination of education and experience may meet the requirements Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance. A CFP® or CFA certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skillinteractionperience with financial planning software preferred with the ability to analyze and present complex financial modeling.
Additionally, incorporating components from other similar job postings, we also seek candidates who: Exhibit a track record of building and managing high net worth client relationships. Possess a keen understanding of financial planning. Can demonstrate a history of successfully exceeding sales targets. Exhibit a deep commitment to continuous professional development and staying up to date with industry markets, trends, certifications, and best practices. If this description resonates with your career goals and expertise, we encourage you to apply and join our dynamic team of dedicated financial professionals.
This position is eligible to earn a base salary of $65,000 plus commission depending on job-related factors such as level of experience and location. 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
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
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 the resolution of multi-product fraud related client requests by answering calls, chats or emails in an inbound contact center.
These individuals work in a fast paced environment that requires accuracy, use of logic, multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner while delivering a great client experience. They provide seamless service delivery to answer client questions, resolve problems, perform account maintenance and look for opportunities to deepen relationships through digital solutions. A Client Service Representative (responsiblities): --- Identifies client needs
and recommends solutions when fraud has been identified--- Records data captured during client interactions accurately--- Identifies and escalates through appropriate channels for items requiring risk review, exception handling or further analysis--- Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy--- Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls You're a person who (required skills): --- Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives.
--- Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions. --- Has a commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule. --- Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays. --- Communicates effectively and confidently with all clients to make their financial lives better. --- Has the ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections.
--- Is comfortable receiving ongoing performance feedback and coaching. --- Has the ability to learn and adapt to new information and technology platforms. --- Has at least an intermediate level of proficiency with computers and current technology. --- Has 1+ years of customer/client service experience, including experience handling difficult client situations. You'll be even more prepared if you have (desired skills): --- 1+ years of experience in the banking/financial industry.
--- 2+ years of experience working in a client service capacity. Skills Used in this Role: --- Customer Service--- Customer Focus--- Active Listening--- Multitasking--- Critical Thinking--- Oral Communication--- Learning Agility--- Time Management--- Consumer Products and Solutions--- Credit Risk Class Start Date: February 26, 2024Shift:2nd shift (United States of America)Hours Per Week: 40
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
resources alongside unparalleled personal attention. At Vectra, we think creatively to shape custom financial solutions for those raising a family or creating the next great local business. We are passionate about our business, and we are passionate about success.
At Vectra, we're committed to making our company a great place to work and grow your career. We seek dedicated employees whose diversity, talent, drive and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships - not increasing transactions. We do
this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions.
We personify this difference through our tagline: Big Enough to Count / Small Enough to Care. With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, Vectra is dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless - come for a job, stay for a career. We are looking for an experienced Branch Relationship Banker to provide top notch customer
service to our clients and customers at our Belleview Station Branch, CO.
If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned. Qualifications: High School diploma or equivalent and 4+ years experience as a universal banker/personal banker or similar retail banking role.
An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative oriented role preferred. Advanced knowledge of mathematical calculations and standard banking products, services and transactions. Advanced knowledge of all retail products and services. Working knowledge of consumer lending applications. Excellent customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills.
Strong mathematical, problem-solving and negotiation skills. Ability to analyze customer credit data and other related financial information. Advanced 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 Holidays, and any applicable state holidays 401(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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $25 - 28 hourly depending on job-related factors such as level of experience and location.
resources alongside unparalleled personal attention. At Vectra, we think creatively to shape custom financial solutions for those raising a family or creating the next great local business. We are passionate about our business, and we are passionate about success.
At Vectra, we're committed to making our company a great place to work and grow your career. We seek dedicated employees whose diversity, talent, drive and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships - not increasing transactions. We do
this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions.
We personify this difference through our tagline: Big Enough to Count / Small Enough to Caretm. With benefits starting on day one, 11 bank holidays, and a company committed to career growth and advancement, Vectra is dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless - come for a job, stay for a career. We are looking for a Branch Relationship Banker to provide top notch customer service to
our clients and customers at our Aspen branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions: Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Identifies and addresses 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.
Resolves clients problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell banks opportunities through exploring needs. Other duties as assigned. 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. 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 Transportation allowance up to $125 per month for parking or public transportation This position is eligible to earn a base salary in the range of $25.00 - $27.00 hourly depending on job-related factors such as level of experience.
to find solutions and solve problems for our members. After six months, you'll know you were successful if: You've mastered basic transactions. You use your knowledge base to match products and services to member needs. You ask appropriate questions to assist members with transactions and protect against fraud.
Being a part of Levo means being a part of an organization where people matter - not just their money. What we do daily makes a difference in the lives of others and the community we love: offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next steps. The best thing an employer can do is give you the
support you need to succeed. Levo invests in you - personally, professionally, and financially with ongoing training and development. Career growth isn't just a fun idea - it's the heartbeat of who we are!
Weekday hours (20 per week) range from 7:15 am-6:15 pm M-F, plus Saturdays from 8:45 am-12:15 pm. Your primary responsibility is to serve our members by performing teller duties in the lobby & drive-up current part-time opportunities at multiple locations. Requirements A qualified Member Service Associate/Teller candidate will have a high school diploma, GED or equivalent, and six to twelve months of cash handling and customer service experience. In addition, the ideal candidate will
have sales or referral experience. We are an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, interaction, interactionual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.
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. Work closely with members of the community by helping them build a better financial future.
You'll become a banking expert and guide clients to products and services that will improve their everyday lives. You will also be working with employees who are there to support you, your family, and your career aspirations. Take your first step in your banking career and gain invaluable insight into our operations, procedures, and abilities that
make Zions Bank one of the premier banking institutions in the west. We look forward to having you join the Zions Bank family! Minimum pay is $17 per hour Work schedule is: Monday-Friday 9am-5pm This role 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 problems either through
direct personal action, or referral to alternative branch or bank resources.
Identify and maximize cross-sell banks opportunities through exploring needs. Perform other duties as assigned. 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. 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
environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. We are looking for a Client Service Associate (Teller) to provide top-notch customer service to our clients and customers at our San Mateo, CA branch.
If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Identifies and addresses 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 clients' problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell bank opportunities through exploring needs. Other duties as assigned. 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. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(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 This position is eligible to earn a base salary in the range of $21.00 - $25.63 hourly depending on job-related factors such as level of experience.