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Small Business Banker - Spokane, WA
1
Small Business Banker - Spokane, WA
Spokane, WA
Jan 04, 2024

lives better. If you join our team, we'll count on you to care for, advise and guide our small business clients when they need us most - whether they're just starting out, expanding, or managing the day-to-day. We're looking for people with passion and drive to provide comprehensive financial solutions to our small business clients.

You'll be empowered to deliver the full spectrum of business and personal financial solutions to meet our client's needs and help make their financial lives better. As part of the Bank of America team, Small Business Bankers are responsible for providing comprehensive financial solutions to small businesses with annual revenues from $500K to $5 million and

acquiring new priority small business relationships for their dedicated banking centers, deepening existing priority small business relationships, retaining existing priority small business relationships, growing the profitability of the small business customer base and identifying, developing and driving results from business partner relationships.

Additional responsibilities include opening core small business accounts, adhering to procedural guidelines; identifying and referring specialized small business opportunities and solutions; conducting small business relationship reviews; prospecting outside the banking center; and fostering relationships with the Small Business Consultant

and associates in the Banking Center, Enterprise Small Business Bankers, Customer Contact Center, Merchant, and Business Banking to increase priority small business opportunities.

This associate will report directly to the Small Business Banker Manager. From day one, you'll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into leadership roles such as a Small Business Banker Manager, or advance into other client professional roles- with unlimited opportunity to grow throughout the company.

You'll start building the relationships that can shape your career, and be exposed to the products, platforms, and tools you need to serve clients. We'll help you--- Get training and one-on-one coaching from managers who are invested in your success. You'll enroll in The Academy to develop as a banker. --- Build a quality external network of business relationships within your small business banking community. --- Leverage the power of our company by working closely with internal partners to deliver an integrated and seamless Bank of America experience for clients. --- Provide end-to-end comprehensive guidance and solutions to small business clients by uncovering their life priorities and matching them with financial solutions.

--- Deliver client presentations with confidence, including in-depth credit analysis to recommend appropriate credit option strategies to help small business clients achieve their goals. --- Stay abreast of changing business trends that impact the small business segment and translate those trends into business opportunities. As a Small Business Banker, you can look forward to--- Unlimited potential for financial growth and incentive awards for meeting goals.

--- Growing your network to eventually grow your business. Leverage our relationships with one out of two U. S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors. --- Robust marketing support to reach wider audiences with greater appeal. --- Ongoing professional development to deepen your skills as the industry evolves and changes. --- Providing small business related guidance to financial center associates through huddles and team meetings. We're a culture that--- Believes in responsible growth and has a proven dedication to supporting the communities we serve.

--- Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. --- Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. --- Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: --- The Small Business Banker role is an outside sales role and will require the incumbent to be in the field at least 80% of the time.

- Has proven success in consultative outside sales in financial services, business to business sales, or small business banking. --- Is passionate about outside sales and enjoys spending time prospecting. --- Wants to enhance existing relationships and exceed sales goals. --- Is able to analyze financial conditions of clients and industry trends. --- Can understand and interpret financial statements and cash flow analysis. --- Has excellent communication skills and demonstrated leadership ability.

--- Enjoys partnering and negotiating with a team of bank employees to solve client issues. Desired skills: --- Demonstrated management of an extensive client portfolio with annual revenues of $500k-$5 million. --- Thorough knowledge of small business financial products and services. --- Community leadership. --- Familiarity with sales force automation (/ACT). --- Strong computer skills with an ability to multitask in a demanding environment. --- Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers.

--- Undergraduate degree in business, finance or economics pre Shift:1st shift (United States of America)Hours Per Week: 40

POPULAR
Risk Officer - Operational Risk Events and Operational Losses - Salt Lake City
1
Risk Officer - Operational Risk Events and Operational Losses - Salt Lake City
Salt Lake City, UT
Jan 04, 2024

The Most Powerful Women in Banking. " Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success.

We recognize that banking is a " local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities.

At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are looking for a Risk Officer in a hybrid capacity. This role focuses on overseeing the Operational Risk Event Reporting and the Operational Loss reporting programs.

Operational risk is inherent in all bank products, services, and activities, and the effective management of operational risk is a fundamental element of effective enterprise risk management. The Enterprise Risk Analytics department is hiring a new team member to oversee these programs and work with the first line of defense to help them identify Operational Risk Events and losses. This role sits in the second line of defense and

independently reviews Operational Risk Events and operational losses and reports the results to senior and executive leadership, management committees, and the Board.

Responsibilities: The Risk Officer builds relationships with team members and leadership of key oversight areas and provides routine review and challenge of governance, processes and controls surrounding daily operations, change management and new initiatives. Responsibilities include monitoring Operational Risk Events and Operational Losses, ensuring that they are reported accurately and timely. Specific responsibilities include the following: Work with the First Line of Defense assisting them with completing the Operational Risk Event form.

Review and challenge submitted events and follow up with the first line of defense to ensure that all information regarding an operational risk event is captured in the system. Monitor Operational Risk Events and facilitate Post Event Reviews as needed. Serve as the Program Administrator for the Operational Risk Event module in our GRC platform. Identify system and workflow enhancements that will improve the efficiency of the Operational Risk Event Reporting program. Responsible for Operational Loss reporting by performing monthly General Ledger reconciliation to identify potential Operational Risk Events.

Enter operational loss data into the Enterprise Case Management tool. Develop and deliver periodic risk reports for senior and executive management. Develop, implement, and maintain applicable Operational Risk Event Reporting training, as needed. Develop and deliver periodic risk reports and analyses to senior and executive management. Other duties as assigned. Qualifications: Requires a bachelor's degree and 4+ years of risk management, auditing, compliance, legal/regulatory, finance or other directly related experience. Strong interpersonal, critical thinking, problem resolution, attention to detail, and analytical skills required.

Must have excellent presentation and communication skills, both verbally and written. Ability to effectively build relationships, work on cross-departmental teams and engage with senior management. Experience working with banking applications, processes, procedures, and controls. A combination of education and experience may meet qualifications. 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 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 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

POPULAR
Senior Banker - Braintree, MA
1
Senior Banker - Braintree, MA
Braintree, MA
Jan 04, 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 working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.

The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned

financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.

The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): --- Establishes relationships with individual and small business clients--- Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs--- Collaborates with partners in order to meet clients' financial needs--- Manages schedule to meet client demands--- Executes the bank's risk culture and strives for operational excellence You're a person who (required skills): --- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.

In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.

--- 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 helping new and existing clients based on their needs.

--- Has strong written and verbal communications skills. --- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). --- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. --- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. --- Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

--- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- An associate's degree or bachelor's degree in business, finance, or a related field. --- Experience working in a financial center where goals were met or exceeded. --- Retail and/or sales experience in a salary plus incentive environment. --- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

--- Experience with financial information, spreadsheets and financial skills. --- Knowledge of banking products and services. --- Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills Used in this Role: --- Active Listening--- Business Acumen--- Client and Customer Focus--- Oral Communications--- Problem Solving--- Account Management--- Client Experience Branding--- Client Solution Advisory--- Business Development--- Pipeline Management--- Prospecting--- Referral Identification--- Referral Management Shift:1st shift (United States of America)Hours Per Week: 40

POPULAR
Personal Banker - Cortez
1
Personal Banker - Cortez
Bradenton, FL
Jan 04, 2024

- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.

Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate

products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating

of terms and/or taking an application for a dwelling secured transaction.

As such, this position requires compliance with the S. A. F. E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.

Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.

nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.

Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 1510 Cortez Rd W Bradenton, FL 34203 Posting End Date: 8 Jan 2024 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9b01d10e-b3df-4895-8dfa-13d4c19b5064

POPULAR
Part-time Client Service Associate (Teller - 25 hours) - Porter, TX
1
Part-time Client Service Associate (Teller - 25 hours) - Porter, TX
Conroe, TX
Jan 04, 2024

bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a Part-time Client Service Associate (Teller) to provide top notch customer service to our clients and customers at our Porter financial center.

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: Provide full-service banking by accurately processing all financial transactions in a timely manner within established authorized limits, while maintaining an acceptable balancing record

Utilize knowledge of available bank products and services to expand and increase client relationships Identify and address clients' needs by providing a variety of services which may include issuing counter checks, conducting account maintenance, performing money transfers, and receiving loan payments Deliver an exceptional customer experience while uncovering bank products or service needs to make appropriate referral opportunitieinteractionplore, identify, and maximize cross-selling of bank products based on clients' needs Perform all duties in compliance with laws, regulations, and bank policies and procedures Resolve client concerns through direct personal action or referral to alternative

branch or bank resources Adhere to the bank's security policies while maintaining confidentiality of bank records and client information Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and branch goals Perform other duties as assigned Qualifications: High school diploma or equivalent6+ months' experience in banking, cashiering, balancing, customer service, or other directly related experience Working knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking Must have solid balancing and customer service skills Cash handling, customer service, and/or sales experience preferred Meeting sales goals and/or sales referral goals experience preferred Ability to cross-sell bank products based on client's needs Strong attention to detail and time management Proficient in basic computer skills Hours of Work: Days and hours of work are Monday through Friday; 9 a.

m. to 5 p. m. and Saturday; 9 a. m. to 1 p. m. This is a part-time position: 25.00 hours per week. Must be able to work a flexible schedule within the hours listed above, to include every Saturday. Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders.

As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career. 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 Positions of 20 hours or more per week will be entitled to participate in employee benefits provided by Zions Bancorporation, in accordance with our standard eligibility rules, including health insurance, life insurance, 401(k) plan and other benefits offered to employees in comparable positions.

Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.

POPULAR
Part-Time Bank Teller
1
Part-Time Bank Teller
Las Vegas, NV
Jan 04, 2024

for new services. Complies with all regulatory policies, procedures, and processes, including Bank Secrecy Act (" BSA" ) and Anti-Money Laundering (" AML" ), as they relate to job duties, and participates in all required training. Responsible for reporting any customer suspected of suspicious activity immediately to the BSA Officer.

What we are looking for: Provides friendly, courteous customer service. Greets customers with smile, acknowledges customers immediately. Receives commercial and individual checking and savings deposits. Verifies cash, ensures that checks are endorsed properly. Determine that all necessary deposit documents are completed and all documents

are signed as appropriate and issues receipt. Cashes checks and savings withdrawals, confirming that all necessary documents are properly authorized, are in proper form, and are within authorized limits.

Verifies that items meet negotiability standards, have not been altered, and are properly endorsed. Places stop payments and holds; responds to requests for credit information. Responds to customer inquiries and assist with solving customer concerns. Minimum Qualifications High school diploma or general education degree (GED) required. One (1) or more years of related experience and/or education and training. Work related experience should consist of financial institution cash handling

and customer service background. Education experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.

Strong oral and interpersonal communication skills with the ability to carry out instructions, interpret documents, understand procedures, reports and correspondence, and speak clearly to customers and employees. Ability to deal with routine problems involving multiple facets and variables in standardized situations. Compensation: Hourly range for new hires is generally $18.36 for Las Vegas, NV. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned.

Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation.

Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Ameri Home Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, interaction, color, religion, age, nation origin, marital status, disability, protected veteran status, interactionual orientation, gender identity or genetic information.

Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email xyz X@ or call 602-386-xyz X. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. -- Western Alliance Bancorporation

POPULAR
Relationship Banker - Shops at Ralston Creek
1
Relationship Banker - Shops at Ralston Creek
Arvada, CO
Jan 04, 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
Teller I (US) - Brewster, Ma (20 Hours)
1
Teller I (US) - Brewster, Ma (20 Hours)
Barnstable, MA
Jan 04, 2024

Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture. Making Your Well-being a Priority A caring and supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues backss, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through

our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e. g. eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings

and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they'll always have access to the TD community to experience our culture of care. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.

Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing.

As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

Job Requirements High school diploma or GED 6 months+ related experience preferred Superior Customer Service skills General Math skills Strong organizational skills Detail-oriented Ability to function in a fast-paced and changing environment Excellent communication skills with ability to be concise, clear and consistent Job Details The Teller I provides legendary Customer Service while processing Customer transactions face-to-face for a variety of routine to more complex financial transactions. Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store Conducts needs-based conversations and offers financial solutions to meet our Customers' needs Makes quality referrals to appropriate partners Responsible for meeting individual performance metrics Responsible for making sound decisions and timely problem resolution Resolves problems independently, escalating more difficult issues to management Processes Teller transactions for Customers including servicing Customer accounts, accepting loan payments, accepting safe deposit box payments, processing sales of gift cards, cashing checks, verifying currency, balancing cash drawer, and night deposits Balances Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary Adheres to safe deposit box procedures/operations and guidelines Services both lobby and drive-thru Customers Responsible and accountable for cash drawers and vaults including maintaining appropriate cash limits and securing cash at all times Accountable for ensuring confidential customer information is securely stored throughout the day Understands the importance of and follows Dual Control Ensures compliance with all regulations, policies and procedures such as Bank Secrecy Act and Patriot Act Expected to complete all required in-classroom training and on-line training by established due dates Follows all security and audit measures to minimize potential loss Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.

We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. EOE/Minorities/Females/Veterans/Individuals with Disabilities/interactionual Orientation/Gender Identity.

Accommodation If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at xyz X@. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative.

Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!

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Senior Relationship Banker
1
Senior Relationship Banker
Alexandria, VA
Jan 04, 2024

asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads.

Incumbent will adhere to all FNB policies, strategies, programs, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs. Make appropriate recommendations in the selling and cross-selling of Bank products and

services. Identifies and achieves individual weekly sales goals set by the Branch Manager. Incorporate FNB digital products & services into customer interactions.

Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Assists with the management of daily sales activity, assisting with pre-shift sales huddles, and monitoring and measuring sales results. Completes operational duties of branch as assigned by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and

closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures.

Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. 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 Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GEDMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:1Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skillinteractioncellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS Power Point - Basic Level Experience in a related position.

Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A

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Branch Relationship Banker (Personal Banker) - Flagstaff (AZ)
1
Branch Relationship Banker (Personal Banker) - Flagstaff (AZ)
Flagstaff, AZ
Jan 04, 2024

and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn't changed.

At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced Branch Relationship Banker to join Arizona's #1 Community Bank in our Flagstaff 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: 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 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. Schedule: Monday - Friday: 8:00 AM - 5:15 PM; 40 hours/week 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. 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.

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Branch Relationship Banker-Sandy Southtowne
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Branch Relationship Banker-Sandy Southtowne
Sandy, UT
Jan 04, 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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Senior Banker - South Bay Financial Center
1
Senior Banker - South Bay Financial Center
Boston, MA
Jan 04, 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 working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.

The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned

financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.

The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): --- Establishes relationships with individual and small business clients--- Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs--- Collaborates with partners in order to meet clients' financial needs--- Manages schedule to meet client demands--- Executes the bank's risk culture and strives for operational excellence You're a person who (required skills): --- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.

In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.

--- 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 helping new and existing clients based on their needs.

--- Has strong written and verbal communications skills. --- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). --- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. --- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. --- Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

--- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- An associate's degree or bachelor's degree in business, finance, or a related field. --- Experience working in a financial center where goals were met or exceeded. --- Retail and/or sales experience in a salary plus incentive environment. --- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

--- Experience with financial information, spreadsheets and financial skills. --- Knowledge of banking products and services. --- Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills Used in this Role: --- Active Listening--- Business Acumen--- Client and Customer Focus--- Oral Communications--- Problem Solving--- Account Management--- Client Experience Branding--- Client Solution Advisory--- Business Development--- Pipeline Management--- Prospecting--- Referral Identification--- Referral Management Shift:1st shift (United States of America)Hours Per Week: 40

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Branch Operations Administrator - Southern CA
1
Branch Operations Administrator - Southern CA
San Diego, CA
Jan 04, 2024

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 Branch Operations Administrator in San Diego & Irvine CA. This role supports the Business Operations and Planning department by providing subject matter expertise and Branch support while owning the following essential job functions: Essential Functions: Providing Branch support by being the subject matter expert on Wires, ACH, item processing and communicating operational policy and procedure guidelines.

Communicates and coordinates adherence to compliance guidelines as needed. Reviews and ensures branch compliance to BSA, AML and CIP guidelines. May review regional loss, overdraft and uncollected funds reports

to ensure risk is being managed by branches. Represents California Bank & Trust in meetings, conversions and bank-wide projects among other responsibilities as needed.

Acts as a daily resource for branch activities in all divisions which may include Branch Service Manager leadership, training, and mediating disputes between units. May act as the Bank Operations liaison to line division management teams and may also monitor and review Account Review Team (ART) reports to ensure branch compliance and determine whether to approve requests for policy exceptions. Provides resolutions to a diverse range of complex problems. Able to work under limited direction. Independently determines and develops approach to solutions.

Contributes to the development of organization's goals and objectives. Support branches and departments throughout CB&T's footprint with day-to-day escalations and Risk Management and Fraud inquiries. Monitor and follow up to ensure compliance with Bank operating procedures. Support and advise Regional and Divisional Managers with operational matters and addressing branch concerns. Work closely with Enterprise Business Partners, including Human Resources, Enterprise Technology Operations, BSA and Enterprise Risk Management Assist with both department and enterprise special projects.

Will be heavily involved with implementation of Deposit Core Transformation in 2024. Contribute to organizing and facilitation of Branch Service Manager Meetings and other retail banking forums. Identify and improve branch processes including delivery of new standardization processes. Leveraging automation tools to streamline retail branch processes (i. e. Branch i Pad, Banker Dashboard, etc. ). Participate on Business Continuity/Crisis Management team. Other duties as assigned. Qualifications: Requires a bachelor's degree in business or related field and 4+ years with branch operations, policies, procedures or other directly related experience including 2+ years of supervisory experience.

A combination of education and experience may meet requirements. Advanced knowledge of banking branch operational principles, processes, procedures, banking products and services. Working knowledge of applicable government regulations. Strong management, communication, and presentation skills, both written and verbal. Excellent organizational, interpersonal, leadership and customer service skills. Requires strong analytical, problem resolution and judgement skills.

Ability to work with branch management and leadership. Must have solid leadership and mentoring 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 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 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 Medical, Dental and Vision Insurance - START DAY ONE!

This position is eligible to earn a base salary in the range of $87,000 - $128,000 annually depending on job-related factors such as level of experience and location

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Relationship Banker - Castle Rock FC
1
Relationship Banker - Castle Rock FC
Castle Rock, CO
Jan 04, 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

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Priority Solutions Phone Banker - 12pm-9pm (Onsite to Remote)
1
Priority Solutions Phone Banker - 12pm-9pm (Onsite to Remote)
Birmingham, AL
Jan 04, 2024

drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.

Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information

by visiting and logging into the careers section of the system. Job Description: At Regions, the Contact Center Priority Banker provides full service banking to affluent clients through appropriate advice, guidance, and education on Regions' financial products and services.

Primary Responsibilities Achieves Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions' financial products and services Achieves required levels of inbound phone calls from the top 10% of Regions customer base Educates and advises customers on products and services, including all loan and deposit types Takes ownership of customer issues

and works proactively with the customer for resolution Refers customers to an internal team of experts when complex financial goals and needs are recognized Works with either close supervision or under clearly defined procedures This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to fedregistry. nationwidelicensingsystem. org for more information. Requirements High School Diploma or GED One (1) year of experience in customer service/sales If applying for a position that will work from a remote location and not in a Regions facility, the following technical specifications will be required: Download speed of at least 30 megabits per second (Mbps).

The Internet Service Provider (ISP) should be able to furnish this information Upload speed of at least 5 megabits per second (Mbps). The Internet Service Provider (ISP) should be able to furnish this information Must test on to confirm download speed or provide documentation from provider Satellite internet cannot be used. Wi-Fi and Wi-Fi extenders is not permitted when using Regions Equipment.

Ethernet cable must be directly connected from the Internet Router to the Meraki device (provided by Regions). Preferences College Degree One (1) year of experience in banking and/or lending One (1) year of experience in relationship-based client consultation Skills and Competencies Ability to handle multiple priorities simultaneously Ability to provide personalized customer service Ability to work in a fast paced and energetic environment Strong communication and customer focus Training Work Schedule: Onsite training for 7 weeks is REQUIRED (Monday-Friday 8:00am-5:00pm) with the option to then work remotely after 90 days if you are in good standing/meeting minimum production standards.

Following Training 12pm-9pm Monday- Friday This position is eligible for 10% shift differential due to the after business hours schedule Position may be filled at higher lever based on experience Position Type Full time Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that " one size does not fit all" for benefits-eligible associates (/about-regions/benefits/benefits-eligibility). Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.

/welcometour/benefits. rf Location Details Riverchase Complex North Building Location: Hoover, Alabama Bring Your Whole Self to Work We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, interactionual orientation, gender identity, disability, veteran status, genetic information, interaction, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.