them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helping clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address, accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements Educating clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs, whenever, wherever and however they want.
Building relationships with clients by sharing product knowledge
and solutions and introducing them to our licensed bankers when an additional opportunity is identified. Assisting clients and the branch team by helping with new account openings when needed.
Performing branch operations which may include managing cash devices (e. g. cash vault, ATM, etc. ) while adhering to all bank policies and procedures. Required qualifications, capabilities and skills Minimum 6 months of customer service experience required High school diploma or GED equivalent required Preferred qualifications, capabilities and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment Cash handling experience
preferred Professional, thorough, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Excellent interpersonal communication skills, as well as strong attention to detail and time management Ability to quickly and accurately learn products, services, and procedures Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary El Dorado Hills, CA $22.50 - $26.11 / hour
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and
over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect
customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.
Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.
Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem. org/SAFE/Pages/default. aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
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 You'll 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 & 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 work in a fast-paced environment & under pressure, as needed Advertising Source BOK Financial Corporation Group is 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 employees without regard to interaction, race, color, religion, national origin, age, disability, pregnancy status, interactionual orientation, genetic information or veteran status.
Please contact xyz X@ with any questions.
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 You're an experienced mortgage banker with an established client base who isn't 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. You're a counselor, connector, and relationship maker.
Our Mortgage Bankers change people's 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 You'll 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 & 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 & Physical Requirements Office - 20 lbs BOK Financial Corporation Group is 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 employees without regard to interaction, race, color, religion, national origin, age, disability, pregnancy status, interactionual orientation, genetic information or veteran status. Please contact xyz X@ with any questions.
Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type This position typically pays minimum wage plus a draw against commission.
Summary You're an experienced mortgage banker with an established client base who isn't 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. You're a counselor, connector, and
relationship maker. Our Mortgage Bankers change people's 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 You'll 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 & 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 & Physical Requirements Office - 20 lbs BOK Financial Corporation Group is 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 employees without regard to interaction, race, color, religion, national origin, age, disability, pregnancy status, interactionual orientation, genetic information or veteran status. Please contact xyz X@ with any questions.
deliverables (Power Point presentations, Excel models, Word memos) for persuasive communication with senior internal stakeholders. Perform primary research using both internal and public data sources as well as conducting interviews with senior industry experts.
Develop individual work-stream workplans and coordinate with cross-functional teams on project roles and responsibilities. Conduct qualitative research on market trends, competitive positioning, client needs and expectations, and other strategic themes. Build and maintain financial models for product- and business unit-level strategic plans. Write persuasive memos and presentations to present project findings and advocate for
proposed outcomes. Responsibilities Determination and communication of key messages and conclusions to project leaders within Corporate Strategy and senior cross-functional leaders across the Bank.
End-to-end work-stream ownership (e. g. developing financial model structure, judging key inputs and assumptions, and validating output) and persuasion of internal stakeholders to adopt recommendations. Scoping and commitment of Corporate Strategy team resources to individual projects. Determination and communication of key messages and conclusions to project sponsors and stakeholders. Familiarity with FCB structure, products, client base, and business model. Foundational understanding of commercial
banking industry trends and growth levers. Awareness and ongoing monitoring of developments in tech/life sciences innovation ecosystem.
The base pay for this position is relative to your experience but the range is generally $119,828 to $207,703 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here. Qualifications Bachelor's Degree and 6 years of experience in management consulting, investment banking, or other business strategy experience -OR- High School Diploma or GED and 10 years of experience in management consulting, investment banking, or other business strategy experience Preferred Education MBA or other advanced degree Required Qualifications 1-3 years' experience coming from a top tier consulting firm or top tier strategy function Foundational consulting toolkit (research, quantitative analysis, qualitative synthesis, written/oral communication).
Ability to operate semi-autonomously within work-stream to drive project deliverables. Comfort and facility with both quantitative and qualitative information. Professional presence and communication style. Development and cultivation of working team-level relationships. Minimal travel
hardworking candidates who want to make a difference in their community and work for a company where their opinion counts. We want our employees to be proactive, resourceful, communicative, efficient, and to provide key input into the future success of our team.
If your goal is to build a career with impact and influence, consider joining the dedicated team at Flatirons Bank. WHO WE ARE Flatirons Bank is a full-service independent bank dedicated to serving the financial needs of individuals, businesses, and nonprofits in Boulder County. With locations in Boulder and Longmont, we provide personalized banking experience, making all our decisions locally. Since our inception over two decades
ago, our goal has been to bring more to banking in Boulder County. We take pride in developing personal relationships with our clients while maintaining the highest level of professional service.
Our suite of services includes Personal and Business Banking services, Professional Services Banking, Treasury Management, Mortgage Lending, and Commercial Real Estate Lending solutions. Flatirons Bank not only provides personalized and innovative banking solutions for our clients, but our employees also personally contribute to making a difference in the Boulder County community through a variety of nonprofit organizations. Flatirons Bank’s headquarters location in Boulder was the first in the
county to achieve LEED Gold certification upon its opening in 2009.
The Bank actively works towards being a community leader that balances purpose with profit by considering the impact of its decisions on its stakeholders: employees, clients, vendors, community, and the environment. By working at Flatirons Bank, you are helping your neighbors and local businesses thrive. Website www. flatirons. bank Contact ROLE AND RESPONSIBILITIES The Associate Relationship Banker position serves an important client-facing role for the Bank. With client service duties, sales, and operational responsibilities, the individual in this position will be a face of the Bank and will have regular interaction with current and prospective clients.
This role is designed for individuals with client service, sales and cash handling experience looking to have a career in banking. This position is a floating role for our Boulder and Longmont locations. The specific responsibilities are further outlined below: Client Service Performs Teller duties, cashes checks, savings withdrawals, and issues cashier’s checks; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing.
Responsible for providing a high-quality client experience for new, existing, and prospective clients. Effectively communicates the value of Flatirons Bank to clients in order to market, deepen, and grow relationships. Cross-sells the Bank’s products and services (primarily deposit related products and services) and refers clients to appropriate staff as appropriate. Manages a small book of business by actively connecting with clients to build lasting relationships. Operations Support Makes decisions regarding the opening of new accounts; assigns account numbers; obtains and properly files all required CIP and other required documentation; verifies credit and/or account history as appropriate.
Provides support to all assigned areas of branch operations where service or assistance is needed, including new accounts, teller, operations, and safe deposit. Performs other duties related to branch operations on a daily basis. Reconciles internal accounts on a rotating basis, which includes researching and resolving outstanding items. Provides online banking support to new and existing clients. May process ATM Access card requests, DDA lines of credit (Overdraft Protection), credit card, and debit card applications.
Adheres to Bank policies, government regulations and legal requirements. Performs other operational duties as required. EDUCATION / EXPERIENCE / SKILLS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual experience and abilities may result in some deviation from these guidelines. High School Diploma.
Cash handling skills. Strong customer service skills. One year of related experience and/or training preferred. Experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers preferred. Intermediate computer skills using Microsoft Office products. Experience with bank accounting and new account documentation software programs preferred. Basic math skills including the ability to accurately complete cash transactions, balance accounts, calculate interest, etc. Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and communicate clearly to customers and employees.
Ability to regularly address and resolve problems involving multiple facets and variables in non- standardized situations. Effective organizational and time management skills. Ability to work with minimal supervision while performing duties. Ability to work between Longmont and Boulder locations. COMPETENCIES Quality focus Must take ownership of issues Helpfulness Must be able to follow standard practices Friendly Career minded WHAT WE OFFER COMPENSATION AND BENEFITS The position’s pay range is $18 - $22/hour based on experience The position role may be eligible for additional compensation based on performance metrics as defined by the Bank Medical, dental and vision insurance Short-term and long-disability insurance Employer paid life insurance Employer-matching 401K Guaranteed Safe Harbor Match Discretionary Yearend Profit-Sharing Match 401K Profit Sharing Plan Health Savings Account with company contribution Health Reimbursement Arrangement Paid-time off (PTO) Volunteer time off Paid parking REPORTING Supervision Received Directly: VP Branch Banking & Client Relations Indirectly: Assigned Operations Associate, Bankers, and Support Staff Supervision Exercised Directly: NA Indirectly: NA
you provide excellent client service by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation.
At Key Bank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with
every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Assumes responsibility for the efficient, effective, and accurate performance of teller functions.
Proactively work to identify and resolve client servicing issues, escalating as needed Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker Assist clients in achieving their financial goals and objectives through the use of financial wellness tools Participate in morning huddles and end of day debriefs Follows compliance, audit and security procedures, balances cash drawer within
balancing guidelines. Review and maintain knowledge of product guides, fees, and policies to stay current on offerings Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all Key Bank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education Qualifications High School Diploma , GED, or equivalent business experience (required) Experience Qualifications Experience in a client service role (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Tactical Skills Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking) Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Understands that change is inevitable and seeks value in new ways of doing things while coping with day-to-day frustrations, adversities and uncertainties related to change Collaboration: Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals Critical Thinking: The ability to identify issues, communicate them, and explain the characteristics and steps in effective decision-making Decision Making: The ability to follow directions while identifying a defensible course of action among alternatives Emotional Intelligence: Describes the concepts and underlying tenets of emotional intelligence (EI) as a skill and cites examples as to the impact of EI on business results Practical Skills Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations Oral & Written Communication: Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience Risk Management: Describes key issues and benefits of risk management practices and makes use of organizational resources for risk avoidance and management Storytelling: Describes storytelling techniques, concepts, and potential benefits Change Navigation: Demonstrates the ability to modify work as directed and applies the concept of continuous improvement to develop new skills during change initiatives Core Competencies All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs.
occasional lifting of up to 30 lbs. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18 to $21 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/29/2024 Key Corp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing xyz X@.
especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: The Personal Banker is responsible for
delivering an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.
Provide excellent customer service by providing immediate acknowledgement, identifying, and offering products and services, and responding to inquiries in a timely manner. Develop relationships by consulting with customers. Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions.
Back up Client Service Specialists. Stay current and demonstrate knowledge on products and procedures.
Resolve customer issues and requests. Demonstrate proficiency with basic business, consumer, and trust entities. Learning consumer lending. Begin to mentor other team members about products, services, and business partners. Beginning to back up the Assistant Manager with operational duties and tasks. Other responsibilities as assigned. About You: High school diploma or equivalent. One year of customer service and/or personal banking experience. Knowledge of products and services offered and referrals to business partners. Ability to follow Standard Operating Procedures.
Cash handling, balancing, and calculating skills. Ability to complete multiple and varying customer requests in a timely fashion. Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate business partners. Proficient in expanding the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. Familiar with state laws regarding products and services (look at specific training tracks). Working towards NMLS certification.
In-depth knowledge of consumer loan products. Developing consumer lending skills. Bilingual, preferred. NMLS Certification, preferred. Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly. Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 - $24.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location.
The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.
If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Full-Time Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills.
This position will be based in Largo, FL at the Missouri Avenue Branch retail banking branch. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes
a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to solve customer's problems. Adheres to all policies and procedures, demonstrating
sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - backssing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this and other opportunities on our team Watch this video ( Click To Reveal Link. Competencies Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Addressing Customer Needs – Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner. Banking Products – Knowledge of and ability to provide products and services available through the retail banking branch.
Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation. Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Fraud Detection and Prevention – Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations.
Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines. Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.
Understanding Customer Needs – Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers. Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Additional Job Description Benefits PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.
Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC. Disability Accommodations Statement: If an accommodation is required to participate in the application process, please contact us via email at xyz X@ Click To Reveal Email. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.
Applicants may also call Click To Reveal Phone and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of race, color, interaction, religion, national origin, age, interactionual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents Refer to the California Consumer Privacy Act Privacy Notice ( Click To Reveal Link to gain understanding of how PNC may use or disclose your personal information in our hiring practices. Recommended Skills Attention To Detail Business Planning Commercial Banking Customer Demand Planning Customer Experience Customer Relationship Management
am to 1:00 pm 40 hours per week A Day in Your Life at Peoples Bank: As a Customer Service Representative, you will provide new and existing customers with high quality service and specialize in backssing customer needs. You will be able to perform teller transactions and maintenance with a high regard to detail, anticipate customer needs, and recommend products and services in a professional, courteous, and friendly manner.
Your Primary Responsibilities Would Include: Providing our customers with a high level of service. Accurately processing customer checking, savings, loan, and CD transactions. Performing customer and account level maintenance. Processing customer inquiries such as
account, loan, debit card, account transfers and research requests. backssing customer needs and make product/service recommendations or appropriately refer to our banking partners.
Requirements: What You Bring to the Team: You have a High School Diploma, G. E. D. or equivalent. You are enthusiastic about providing a high level of customer service. You have a minimum two-years’ customer service and cash handling experience. You preferably have some experience with Outlook, Word, and Excel preferred. You can perform multiple tasks simultaneously. You have strong interpersonal skills including professional etiquette and service mentality. You are skilled at business communication, both
verbal and written. You have a strong professional demeanor and high regard for confidentiality.
You can travel to other Peoples Bank locations and off-site for meetings and/or training as required. You have the ability to model the Peoples Bank Mission, Vision, and Values. This position description is not intended to cover or contain a comprehensive list of all functions, duties or responsibilities that are required in this position. Functions, duties, or responsibilities are subject to change at any time with or without notice. For a comprehensive job description please contact HR department at xyz X@Peoples Bank- The Bank’s Commitment to You: We ensure that YOU are provided with dedicated, tailored support from our existing team.
We admire your passion for growth and self-fulfillment, so we offer engaging professional development and career advancement opportunities. In addition, you will be working with a widely supportive HR team with a wealth of knowledge across a variety of areas. For over 100 years, Peoples Bank’s philosophy of “People First” has created an unwavering commitment to our employees, customer, and local communities. Our purpose is to serve our communities with honesty, integrity, respect, and commitment – and our promise, “A Higher Level of Service” always starts and ends with people.
We strive to be the “Best Community Bank in the Pacific Northwest” and that endeavor includes being the “Best Employer in the Pacific Northwest”. Our Employees Enjoy Generous Benefits: We share our success with you through Profit Sharing, Incentives, and other Bonus Structures, based on your position. We enjoy a healthy work/life balance by offering 12 days of paid vacation, 2 paid wellness days, 2 days of paid community service time, as well as paid sick leave that is accrued based on hours worked. Our employees will also enjoy 11 paid holidays throughout the calendar year.
We understand that wellness needs can look different for everybody, so we provide a full suite of Health benefits to employees and their families that includes Medical, Dental and Vision Insurance, Mental Health Resources, and a $200 annual reimbursement for wellness related expenses. We invest in your financial security by providing an 8% 401(k) employer match and safety net of life and disability plans. EEO Statement(s): At Peoples Bank, we know we are better together. We are dedicated to crafting an inclusive and equitable workplace that represents the diverse communities we serve.
If you’re excited about the job, we encourage you to apply, all experiences are welcome. Peoples Bank is proud to be an equal opportunity workplace and affirmative action employer.
