Time Type Part Time State New Jersey Hours 30 Pay Range $21.25 - $30.50 hourly Job Details The Retail Banker I is a Customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs.
This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. Job Requirements Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer
them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs Utilizes Customer Relationship Management tools to proactively play a key role in Customer backssments, proactively identifies Customer solutions and lead-focused outbound sales activities Evaluates issues,
errors and problems based on practices and existing precedents or procedures Explains detailed and/or complicated information within the team Builds working relationships with customers and related teams Requires full proficiency gained through job related training to perform a range of activities Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise Engages in conversations with customers about loan products, facilitates the application intake Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Qualifications HS Diploma or GED 1+ years related experience required Teller experience (Preferred) Cross trained to take customer transactions Superior Customer Service skills Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and effective problem solving Proficient in Microsoft Office Notary License (Preferred) Company Overview Our Values At TD, we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and behaviors.
In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a 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. 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! Business Line TD Bank AMCB Job Category(s) Retail Banking - Customer Service Country United States State (Primary) New Jersey City (Primary) South Plainfield Job Expires 20-Jan-2024
helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen
client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm 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
needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform basic teller transactions. Make referrals to Bankers. Balance cash drawer on a daily basis. Scan work for image branch capture.
Education and Training Requires High School diploma. Requires previous banking and/or sales experience. Requires knowledge of Microsoft Office. Qualifications Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time
Lift 50 pounds Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence.
Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.
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
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
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: Bilingual in Spanish and English preferred 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 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
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
for the negotiating, underwriting and coordinating the closing of a variety of major and complex corporate banking loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers.
What we are looking for: Compiles and analyzes market research data to develop recommendations regarding products and services focused on needs of target market. Engages in business development activities and solicitation of new business based on the target market. Calls and visits target customers to promote and sell Bank products and services to establish a new book of business. Develops and maintains customer data base including calls
and results on all new business relationships. Makes reports to superiors as required. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information.
Performs basic pre-qualification backssment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers all information necessary to present a financing request to senior management or Loan Committee for approval; meets with new/potential customers; visiting sites of loans; negotiates loan terms and conditions;
refers and recommends acceptance to the Chief Credit Officer or Loan Committee.
Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within the Relationship Manager's portfolio. Maintains a superior knowledge of financial industry status and trends. Recommends to senior management those products and services experiencing less than satisfactory performance. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena.
Qualifications: Bachelor's degree from a four-year college or university and seven (&) or more years of related experience and/or training; or a combination of experience and education. Work related experience must consist of a basic lending background including negotiating, underwriting and coordinating the closing of a variety of major and complex consumer, residential, equipment, SBA, commercial building and business loans; relationship development, experience in the financial services industry.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Knowledge and experience in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas. Intermediate knowledge of Bank lending procedures, Bank policies and procedures, and the Bank's products and services.
Extensive knowledge in all facets of relationship management. Exceptional analytical skills. Intermediate skills in word processing and spreadsheet software (i. e. Microsoft Word, Excel, etc. ). Exceptional oral, written and interpersonal communication skills Exceptional organizational and time management skills. Compensation: Salary range for new hires is generally $162,321.00 - $200,464.00 for San Francisco, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.
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
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
Risk Management to identify, monitor and mitigate current and emerging risks.
The Confirmation of Basel Classification Review and Analysis (COBRA) team provides an independent review and challenge of risk and operational processes and procedures and accuracy and timeliness of risk parameters used to determine regulatory capital treatment for various exposures.
The SVP, Lead Banking Book Basel Reviewer manages independent review and challenge of regulatory capital treatment of exposures across Citis Banking Book. The role requires a thorough understanding of fundamental credit and credit risk concepts and/or associated regulatory capital requirements, including Standardized and
Advanced Risk Weighted Assets (RWA) requirements under US Basel Rules. Familiarity with regulatory capital reporting is also preferred. Key responsibilities: Assist the Head of COBRA and Head of Banking Book Basel Review in executing the global Review coverage plan by leading COBRA Reviews of Banking Book Review Entities comprised primarily of direct, unfunded, contingent committed and uncommitted exposures, mortgages and credit cards exposures as well as securitization and equity exposures Maintain effective and timely communication with stakeholders across the organization, including Business, Independent Risk, Finance, Legal and Operations, to ensure a clear understanding, compliance with
and correct implementation of US Basel Rules Independently backss applicable governance and risk processes and procedures backss compliance with US Basel Rules and accuracy and timeliness of RWA with an emphasis on the rules pertaining to exposures in Banking Book Communicate to Head of Banking Book Basel Review, the Head of COBRA and GRR Management any concerns and/or emerging risks that may jeopardize the assigned COBRA Review Entities Evaluate whether the Business has deficiencies in its governance processes and procedures that results or may result in incorrect RWA under Standardized and/or Advanced approach and/or non: compliance with risk management policies or regulatory capital reporting requirements Provide critical challenge of appropriateness and sufficiency of regulatory capital top: side adjustments proposed by Finance/Business Evaluate the appropriateness and effectiveness of Corrective Action Plans (CAP) aiming to remediate issues identified during COBRA Reviews Provide ongoing guidance as remediation pursuant to the CAPs is carried out to help ensure a timely and successful mitigation and subsequent validation of CAPs Ensure quality and consistency of work products that include Regulatory Capital backssment Documents, COBRA Capital Review Plans and Review Reports created for the assigned COBRA Review Entities Assist in training on various US Basel Rule topics Manage and participate in ad hoc projects designated by the Head of COBRA or GRR Management Knowledge/Experience: 10+ years of credit and credit risk experience, including experience in a regulated financial institution(s) Knowledge of or familiarity with US Basel Rules applicable to exposures in the Banking Book Experience in deconstructing complex transactions and understanding the underlying risks Bank regulatory environment experience and close liaison with banking and other related industry regulators is advantageous Skills/Competencies: Professional with a strong credit and credit risk experience in one or more of the following roles: corporate credit (structuring, underwriting, review and/or approval), counterparty credit risk, credit or audit review function, workout and restructuring, regulatory capital, finan
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 Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial solutions to help our high: net: worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker.
We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve. Job Description
The Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature.
Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses. Team Culture We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic. Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to
handle your client base and provide a personal touch experience.
How Youll Spend Your Time: You will develop and implement a relationship management plan for potential customer accounts to identify and build relationships; and actively identify new prospects and develop new loan and deposit business. : You will negotiate loan proposals with customers; this includes analyzing and evaluating credit requests and underwriting loan commitments, coordinating with the Private Wealth Underwriting group, and recommending appropriate credit grade. You will present to the loan committee and implement approval or declination action.You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.You will manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues.
: You will serve as the relationship manager in delivery of products and services across departmental and divisional lines while facilitating resolution of operational problems for customers across all divisions.
Education and Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 3:5 years of directly related experience in credit/banking and/or 6:8 years of equivalent combination of education and experience. : Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements: Good knowledge of accounting principles and practices: Demonstrated capacity to sell products/services within the financial services industry: Good understanding of credit underwriting, documentation, loan policy, and regulations: Good knowledge of financial analysis including ratio and trend analysis and projections: Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and
to take the next step in your career, apply now! Must be licensed in CA or FL Responsibilities: • Work closely with industry related professionals to gather and prepare all necessary information to complete underwriting requirements• Ensure all phases of the loan process are performed in accordance with regulatory and company guidelines• Interface with realtors, processors, and underwriters to ensure a smooth transaction while overseeing all customer interactions• Manage a large pipeline of loans to ensure your production meets our requirements• Establish and maintain relationships with realtors, bank officers, builders, and the community at large in order to retain existing and attract new business
Qualifications: • Current NMLS State License or Federal NMLS Registration• Knowledge of FHA, VA, USDA, conventional, fixed/ adjustable loans, Bridge Loans, Non-Conforming Loans, FNMA and FHLMC, and Home Equity Lines of Credit• Knowledge of state and federal regulations, and company underwriting policies and guidelines • Possess excellent written and verbal communication skills, superb interpersonal and customer service skills, and exceptional decision-making ability• Several years of experience in real estate, mortgage origination, or lending required Compensation: $150,000 - $200,000 at plan commission About Company: At Alt Financial Network, we pride ourselves on providing the type of service
you'd extend to a loved one: patience, understanding, and the desire to go above and beyond.
Whether it's a Loan Officer or client, Alt Financial Network strives to create an environment that educates and empowers its business partners to grow in their mortgage and real estate-related endeavors.
Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Not Bonus Eligible Summary Start your career in financial services by gaining broad knowledge of our industry and organization.
Our Internshipprogram is designed to benefit students completing their Junior year of college. Your training will combine classroom sessions, on: the: job training, computer and technical training, and group projects. Your training will take place in your specific market location and will include a 10 week immersive experience in the line of business. Following
successful completion of the Internship, you will be considered for a role in our Associate rotational development program after graduation. Job Description The Accelerated Career Track Intern is primarily responsible for a variety of assigned duties, responsibilities, and studies throughout the bank in a competitive 10: week internship program designed to develop financial, analytical and sales skills to prepare for a career within the organization as determined through the training and rotational process.
Participates in internal training programs and self: study courses in order to develop skills to be used on the job; specific focus on the Banks operations, markets and strategies.
Team Culture Were a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships.
How Youll Spend Your Time: You will participate in classroom, self: study, and hands: on curriculum. : You will build relationships with managers, mentors, and peers. : You will participate in special projects, present data, analyze situations, draw conclusions, and make recommendations when required. : You will participate in Battle of the Interns on a project team. Education and Experience Requirements This level of knowledge is normally acquired through work towards completion of a Bachelors degree. Working Conditions and Physical Requirements Office : 20 lbs BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees.
With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career Apply today and take the first step towards your next career opportunity BOK Financial is an equal opportunity employer. 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, interactionual orientation, genetic information or veteran status.
with any questions.
Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference?
BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged
client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. Team Culture We're passionate about what we do and it shows. Working with
our peers across the bank to help our clients achieve their financial goals is rewarding.
We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How Youll Spend Your Time: You will be responsible for delivering exceptional client experience to build, expand, and retain long: term client relationships. While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals.
: You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E: Statements, and mobile and ATM deposit capabilities. : You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
: You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc. ) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self: improvement initiatives and skill: building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. Education and Experience Requirements This level of k
