Location: Colorado Springs, CO
Company: Sunflower Bank, N.A.
Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.
Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. 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.
Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome expectations. Accepts and accurately processes all financial service transactions, while identifying opportunities during the
transaction to deepen and expand the client relationship. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.
). Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions. Participate in and occasionally facilitate morning huddles and end of day debriefs 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 experience (required) Experience Qualifications 1-3 years Experienced in developing current and new customer relationships, achieving sales goals and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
(required) Understanding of consumer credit - including loan to value, debt to income and credit reports (preferred) Licenses and Certifications Notary License (preferred) Tactical Skills Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts 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: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement 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 $22 to $25 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: 02/11/2024 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@.
24 outpatient health centers within El Paso, Teller, Lincoln, Adams, and Kit Carson counties. We deliver care with our strong " Hospitality" culture. Our organization has over 800 employees and serves more than 89,000 patients annually in the Pikes Peak and East Central regions of Colorado.
Peak Vista is accredited by the Accreditation Association for Ambulatory Health Care, Inc. (AAAHC). Compensation (Pay): $92,939/Annually Benefits: Medical - Dental - Vision - Life - STD - LTD 403(b) Retirement with Company Match Paid Time Off Paid Continuous Medical Education Tuition Assistance Program Perks Rewards Employee Assistance Program Summary of Benefits: www. peakvista. org/careers/employee-benefits-guide
Thank you for your interest in the Peak Vista APRN Fellowship, PMHNP Track. The Fellowship is philosophically oriented around Benner's Novice to Expert Model and the definition of the nurse practitioner as an expert RN clinician with a strong general nursing background who has received advanced education and training.
Timeline: 5 Positions are available each year Application opens November 1 Deadline for submitting completed application and all required criterion is March 16th Interviews are scheduled following the March 16th closing date Candidates will receive an automated e-mail after submission of application Applicants are notified of admission decision by early May Orientation
starts around Labor Day Criteria: Applicants will be expected to submit documentation requirements for consideration into the Advanced Practice Registered Nurse (APRN) Fellowship, PMHNP Track, The following items are required to complete the application process for the Peak Vista Community Health Centers Advanced Practice Registered Nurse (APRN) Fellowship Program, PMHNP Track.
All exceptions are at the discretion of the Program Director. Completed PVCHC APRN Fellowship, PMHNP Track Application Must be graduates (by orientation date -- with less than 750 hours of supervised prescriptive within the PMHNP Specialty practice, as defined by Colorado DORA) or transitioning PMHNPs who demonstrate an intent to practice in a safety net practice setting Must have at least 2 years of RN work experience Certification in PMHNP specialty Eligible for Active & Unrestricted Colorado RN & NP license (must complete by start of program) Three (3) letters of recommendation - One (1) of these letters needs to be from clinical preceptor Transitioning Nurse Practitioners will be considered on an individual basis Ability to commit to 12-month, full-time program Submit an essay answering the following (no word limitation): What are your professional values as a nurse practitioner?
What makes you an ideal candidate for the Fellowship? What are your expectations and goals for the Fellowship? What would your coworkers say are your strongest and weakest personality characteristics? Successful completion of pre-employment screen, which includes, but is not limited to a Criminal Background check Other requirements as determined by Peak Vista Community Health Centers The PVCHC APRN Fellowship, PMHNP Track application and all required documentation should be submitted electronically on the Peak Vista Careers Page through Applicant Stack.
Deadline for complete application submission, including all required application criterion, is March 16th. Successful candidates will complete pre-employment screening; which includes, but is not limited to a Criminal Background check. Peak Vista Community Health Centers is a drug and alcohol free workplace and an Equal Opportunity Employer. PVCHC participates in the Electronic Employment Verification Program. E-Verify is an Internet-based system that compares information from an employee's I-9 to data from the U. S. Department of Homeland Security and Social Security Administration Records. To learn more, visit:
health centers within El Paso, Teller, Lincoln, Adams and Kit Carson counties. We deliver care with our strong " Hospitality" culture. Our organization has over 800 employees and serves more than 89,000 patients annually in the Pikes Peak and East Central regions of Colorado.
Peak Vista is accredited by the Accreditation Association for Ambulatory Health Care, Inc. (AAAHC). Compensation (Pay): $30.84 to $44.72/hourly based on experience. Summary of Benefits: Medical, Dental, Vision, Life, STD, LTD 403(b) Retirement with Company Match Paid Time Off Tuition Assistance Perks Rewards Employee Assistance Program www. peakvista. org/careers/employee-benefits-guide Job Summary:
Maintains compliance for Peak Vista Community Health Centers (PVCHC) contractual obligations to provide the domestic medical screening to refugees, Humanitarian parolees, asylees and other newly arrived persons to the Colorado Springs area referred to PVCHC.
Serves as point of contact for outside agencies regarding all components of the domestic medical screening to include referrals and follow-up. Essential Duties and Responsibilities: Responsible for all data entry of patients seen at the clinic thru the State Contract required on the State site and Spreadsheets. Acts as liaison between patient, specialists, and PVCHC providers. Performs all routine and emergent nursing functions
pertinent to efficient, quality, ambulatory patient care. Performs phone and face-to-face triage, appointment coordination to include provider time and interpreter scheduling for health screening, office visits, education and planning of treatments for primary care-related illnesses and diseases and other infectious diseases for all patients.
Implements, evaluates and adjusts care of the patient after comprehensive health history with regards to psychological, socioeconomic, cultural and environmental factors, coordinating referrals and follow up. Functions as back up to clinical team manager, covering clinic in managerial role in the absence of clinical team manager to cover staffing, patient complaints and all other contingencies as they arise.
When necessary this person will function as a float on the floor to further assist Family Health and the needs of the team. The RN will follow the guidelines as in the Colorado nurse practice act Promotes and demonstrates the mission, vision, and Core Values of Peak Vista. Develops and maintains good working relationships with all departments, the management team, medical staff, and leadership. Embraces cultural diversity amongst ourselves and our community. Responsible for the human, financial, and material resources as well as data and information entrusted to us.
Strives to deliver the best outcomes and highest quality service. Demonstrates knowledge of and adherence to the Compliance Plan and conflict of interest requirements. Enhances the effectiveness; efficiency and productivity of the department by contributing to, and participating in, departmental performance improvement goals. Other duties as assigned. Supervision Exercised: None Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Spanish bilingual preferred. Education/Experience: Education: Graduate of an accredited Registered Nursing Program required. Work Experience: Minimum of 3-years clinical nursing experience required. Ambulatory care/Primary care setting experience preferred. Triage experience preferred. Program Management experience preferred. Computer Skills: Intermediate - ability to access the intra/internet to manage timecard, review policies and procedures, and read company communications; use e-mail to communicate with co-workers, leadership, and other departments; use and create a variety of templates, complex tables, merges; manage table data, sort and filter merges, and also perform basic work with existing Macros; customize toolbars, import and insert graphs, embed Excel data, and elaborate reports; work with multiple worksheets, filter data, use integrate functions, and manipulate databases; customize templates and the Power Point environment, and to make a presentation interactive by using hyperlinks and action buttons Certificates and Licenses: Current Colorado RN License.
Current CPR (BCLS) certification required. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OSHA risk level/work environmental hazards: This position has been categorized as OSHA Level One. See Exposure Control Plan for details. The noise level in the work environment is usually quiet.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 20 pounds. While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand and walk. Successful candidates will complete pre-employment screening; which includes, but is not limited to a Criminal Background check.
Peak Vista Community Health Centers is a drug and alcohol free workplace and an Equal Opportunity Employer. PVCHC participates in the Electronic Employment Verification Program. E-Verify is an Internet-based system that compares information from an employee's I-9 to data from the U. S. Department of Homeland Security and Social Security Administration Records. To learn more, visit:
product and services through multiple service channels and/or areas of specialization. ESSENTIAL JOB RESPONSIBILITIES Identify and develop profitable C&I banking credit and treasury management account relationships with business credit needs in excess of $500,000 (excludes commercial real estate).
Assist in the facilitation of prospecting customers and actively participate in the design of creative solutions to meet their needs. Assist in the development of structures and negotiation of loans and/or agreements to include the terms, pricing, special conditions, and interest rates for commercial accounts. Assist in the facilitation to the loan committee or approving officer; oversee the
loan documentation and closing process. Manage portfolio by monitoring financial statements, covenants, borrowing bases, maturing loans, and past dues to ensure that credit facilities are properly risk-rated and that the Bank responds to the risk in an appropriate and timely manner.
Strengthen and manage existing account relationships and loan portfolios through monitoring of financial statements, covenants, borrowing bases, maturing loans, and past dues to ensure that risk is properly evaluated and managed in an appropriate and timely manner to ensure profitable growth of the account. Maintain knowledge of banking products and services, as well as knowledge of the industries or market
areas served. Keep abreast of current developments and market trends, to further identify and service the customer's needs.
Collaborate and coordinate with internal and external business partners to ensure banking products and services are provided in a timely manner and support the profitable growth of the relationship. Meet/exceed sales and referral goals and meet/exceed individual branch targets. Maintain current knowledge and follow all bank financial and security regulations and procedures. Embody, embrace, and demonstrate In Bank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity. Other duties as assigned Requirements JOB REQUIREMENTS: Education: Bachelor's Degree (preferred Finance, Accounting, Economics or another relevant field) Work Experience: 3+ years of experience in commercial banking experience or sufficient relevant experience Computer Skills: Intermediate skills with Microsoft Office Suite and CRM systems Other Requirements: Strong knowledge of and experience in C&I, banking loans, deposits, lending techniques and practices.
Knowledge of compliance with federal and state regulations pertaining to commercial banking. Strong knowledge of banking products and services. Excellent communication, interpersonal, consultative sales, and presentation skills.
Business development, relationship management, and lead generation skills. Ability to effectively communicate and make effective presentations to prospective customers and company principals, existing customers, banking officials, and community leaders. Ability to handle multiple tasks simultaneously in a fast-paced, diverse, and growth-oriented environment. Occasional travel may be required for meetings/trainings. Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, and operating a telephone.
Preferred Skills/Experience: Experience as a Credit Analyst/Underwriter/Portfolio Manager. Critical thinking and problem solving. Strong attention to detail and accuracy; professional and courteous communication skills. Ability to effectively communicate between key internal business partners. SPECIFIC DUTIES AND RESPONSIBILITIES: Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts. Maintains confidentiality in handling customer and bank information. Financial: Proficient knowledge of commercial banking, economics, accounting, and finance Autonomy: Ability to analyze and interpret data and formulate sound business decisions.
The applicant who is selected for this position will be eligible for the following compensation and benefits: Targeted hiring range based on experience: $90,000 - $140,000. This range is an estimate based on potential employee qualifications and other considerations permitted by law under the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance and is at the Company Discretion.
Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance. Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays. 401(k): Company match begins with the first contribution and follows the company vesting schedule. Other: access to career training and development opportunities, employee discounts. For more about In Bank and our culture, visit us here: Who We Are In Bank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.
We consider all qualified applicants without regard to race, religion, color, interaction, national origin, age, interactionual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws. Salary Description $90,000 - $140,000
to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. 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.
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients Consistently attains individual activity, behavior, and outcome expectations. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured
lending, certificates of deposit, etc. ). Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs 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) or Bachelor's Degree (preferred) Experience Qualifications Bilingual - Spanish/English (Strongly Preferred) 1-3 years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources.
Experience with sales is more important than financial services experience. Key Bank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required) Understanding of consumer credit - including loan to value, debt to income and credit reports. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful.
(preferred) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc. ). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications Notary License (preferred) Mortgage Loan Officer/Loan Officer (MLO/LO) Classification Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).
Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an backssment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.
Tactical Skills Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills 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 routinely and frequently 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 $22 to $25 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: 03/25/2024 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@.
an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions.
This position, within PNC's Retail Branch Banking Network, is based in Thornton, CO at the Thornton branch. Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve
the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows
customer share of wallet through a differentiated customer experience.
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 identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they 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 opportunity, please watch this video ( Click To Reveal Link. Competencies 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.
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.
Prospecting. - Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact. Retail Lending - Knowledge of and ability to design and develop retail lending products and services, manage and evaluate operational processes and procedures and ensure compliance with local and company policies. Selling.
- Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers. 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 or GED, but do require related experience or product knowledge to accomplish primary duties.
Typically requires 1+ years of related experience. 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 COMPENSATION Base Salary: $42,640- $59,800 Where a person is paid in the compensation range is aligned to their experience and skills. Placement within the compensation range is based on the specific role and the following factors: Lower in range - Building skills and experience in the job Within the range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Compensation range may vary based on Geographic Location INCENTIVE Role is incentive eligible with the payment based upon company, business and individual performance.
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 Business Planning Commercial Banking Credit Products Customer Demand Planning Customer Experience Customer Relationship Management
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
and other bank transactions. Performs duties, which include selling and opening new accounts, closing accounts, and advising customers on all bank services. Requires standing for most of the work day, and requires lifting, carrying or moving heavy boxes or bags or currency and coin weighing up to 45 pounds.
Manual dexterity, visual and aural acuity necessary to perform duties of the position. Responsibilities/Duties Performs all regular teller duties including accepting deposits, cashing checks, and perform various customer service related duties. Prepares holds on deposits. Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary. Performs operational duties as required,
which may include: vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports. Responsible for opening and closing individual and commercial deposit accounts.
Must obtain appropriate BSA information and business documents for account opening. Prepares all paperwork and assists the customer in signing the documents. Strives to achieve sales goals by being a knowledgeable resource on products and services available to customers. Performs various customer service duties: Answering phone calls and assisting walk-in customers Initiating customer research Processing check orders Closing accounts Processing customer account printouts
Sorting daily mail Assisting with NSF, Non-post, and collections Assisting customer with Safe Deposit Boxes Deposit verification for credit purposes Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products.
Performs other related duties as assigned by management. Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends) Preferred Skills Skill in communicating with clients and co-workers in courteous and professional manner. Skill in operating computer terminals and printers, back counter capture machine, coin machine and copie.
Skills in effectively listening to customers and making appropriate referrals. Ability to maintain a high level of confidentiality. Ability to perform customer service duties and provides leadership and guidance to subordinate members of the department in the areas of phone and in-person inquiries, conducting customer research, cash and check handling, and effectively making appropriate customer referrals to other bank staff. Ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank's goals of meeting the customers needs is being met.
Ability to demonstrate accuracy and efficiency in a fast-paced environment. Ability to function as a team player. Ability to perform any other duties/projects as assigned by management. Preferred Experience Prefer minimum of 24 months prior bank teller experience or other related cash handling experience may be considered. Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes. Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures.
Knowledge of general banking principles and a willingness to participate in educational opportunities. Preferred Education High School graduate or equivalent. Details We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank's incentive program, which can monetarily reward staff who provide qualified referrals based on program guidelines. Other benefits include: 8 paid holidays 17 PTO days each year for the first five years of employment.
Employees must also complete the 90-day introductory period prior to accruing PTO. New employees will receive 12 hours of paid sick time upon their hire date After five years, 22 PTO days each year Health, dental, prescription drug card, vision, and voluntary life insurance plans Health Savings Account Flexible medical and dependent care spending plans Parental Leave after one year of full time employment 401K plan after 3 months and start of next quarter with employer contributions and profit sharing Free checking account and basic printed checks Free safe deposit box $15,000 group term life insurance Long term disability insurance Employee Assistance Program Educational Assistance We are an Equal Employment/Affirmative Action employer.
We do not discriminate in hiring on the basis of interaction, gender identity, interactionual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at xyz X@ or by phone at 402-697-xyz X and let us know the nature of your request and your contact information.
Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the and. Pinnacle Bank
Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.
Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. 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.
Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome expectations. Accepts and accurately processes all financial service transactions, while identifying opportunities during the
transaction to deepen and expand the client relationship. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.
). Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions. Participate in and occasionally facilitate morning huddles and end of day debriefs 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 experience (required) Experience Qualifications 1-3 years Experienced in developing current and new customer relationships, achieving sales goals and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
(required) Understanding of consumer credit - including loan to value, debt to income and credit reports (preferred) Licenses and Certifications Notary License (preferred) Tactical Skills Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts 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: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement 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 $22 to $25 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: 02/11/2024 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@.
Workplace: We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers. It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace.
Work location is subject to change based on business needs. Summary of the Job: At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you’ll have the opportunity to do that every day by getting to know your customers and supporting them on their financial
journeys. About this Role: ROLE DESCRIPTION At FNBO, we always put the customer first — which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer’s unique needs so you can provide the best recommendations to support their financial well-being.
This means doing everything from helping someone make simple transactions to making sure they’re saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers. We’re looking for someone who takes pride in helping
people — no matter how big or small the task. THE GREAT BIG SMALL BANK FNBO has been privately held for more than 160 years, and we believe in doing what’s right for our customers and the communities we serve.
We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity. PRIMARY RESPONSIBILITIES Make every customer feel welcome in your FNBO branch Help customers with transactions like deposits and withdrawals Gain an understanding of your customer’s unique financial needs Make personalized recommendations to support them Help guide your customers toward greater financial well-being Deepen your relationship with customers through outreach Comply with all bank policies, regulations and laws BENEFITS AND PERKS All full-time and part-time employees are eligible for the following benefits: Competitive pay and an incentive plan for helping clients 401(k) match Paid time off and paid holidays Medical/Dental/Vision/Life/Disability/Flex Plans Employee Wellness Program Career development training and coaching Tuition Assistance Program Employee banking benefits and other discounts Culture of recognition and rewards from executive leadership/managers/peers/business partners The Ideal Candidate for This Role: Outgoing and enjoys engaging with people Friendly with a positive attitude A solution-oriented critical thinker Excited to learn and take on new challenges A team player Motivated to do what’s right Collaborative and supportive QUALIFICATION REQUIREMENTS High School Diploma or GED Bachelor’s degree or equivalent work experience preferred Retail banking experience preferred Bilingual in Spanish preferred FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Compensation: Compensation range (base pay): $39,795.00-$65,661.00 Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: /careers/benefits/.
For additional information regarding compensation and benefits, e-mail FNBO at xyz X@. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20231851 Registration Requirement: This position requires S. A. F. E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards.
Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results. Equity, Diversity, & Inclusion: FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, interaction, interactionual orientation, gender identity, national origin, protected veteran status, or disability status.