account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads.
Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank
products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the
accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.
N. B. Corporation's risk management program. F. N. B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GEDMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:0Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skillinteractioncellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS Power Point - Basic Level Experience in a related position.
Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A
our Overview Position is hybrid following training. Rotating weeks in-office and remote. In office weeks are located at our Administrative Service Center in East Petersburg, Pa. (near Lancaster)Hours are 8:00-4:30 Monday - Friday. Occasional need to work until 5:00.
Completes limited review of loan documentation to ensure compliance with banking laws, regulations and policies, rejecting those that do not comply. Determines applicable system coding based on a review of loan documentation. Enters new loans and processes modifications in the automated loan accounting system. Responsibilities At new loan time, analyzes loan documents and application system to determine applicable core system
coding. Performs escrow processing including setup, and maintenance. Build adjustable rate data and participation records if applicable. Processes system changes for modifications and index rate changes.
Place orders for line of credit checks. Converts prospective customers and loan accounts to an active status in Dynamic Customer Insight. Prepares loan files and recorded collateral documents for scanning and retention. Creates new loan files and mails collateral to various local and state recording offices to protect the Bank's interest. Provides copies of insurance and tax tracking information to vendors for life of loan tracking. Enters data onto the computerized loan accounting system
for life of loan servicing. Prepares and processes general ledger entries in conjunction with new loans and FASB9.
Communicates with other departments to resolve questions or issues concerning documentation or system coding. Researches booking errors as identified by second review and makes corrections by performing maintenance transactions. Reviews system reports and notices to process changes required on adjustable rate loans, regulatory coding changes, and payment changes. Qualifications Education High School Diploma or equivalent. (Required)This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
EEO Statement Fulton Bank (" Fulton" ) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, interactionual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
greeting members, opening accounts, cross-selling, developing member relationships, servicing accounts, cashing checks, withdrawals, deposits, and loan payments. The Universal Banker investigates and resolves account issues or inquiries and promotes products and services by referring current or prospective members to other departments within the organization.
The position has two scheduling options: Monday 10:00 am - 3:00 pm; Wednesday through Friday 10:00 am - 4:00 pm; Saturday 9:00 am - 12:00 pm Benefits: Paid time off 401k Plan Travel reimbursement · High school diploma or GED required · Retail banking experience required · Must be willing to travel to all branches · Must be willing
to work in the MSC Call Center · Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a credit union representative.
· Excellent written and verbal skills · Ability to prioritize and manage multi-functional tasks. · Bilingual (English & Spanish) skills are a plus but not required People First provides equal employment opportunity to all employees and applicants for employment. People First prohibits discrimination and harassment based on race, color, religion, age, interaction, national origin, disability status, genetics, protected veteran status, interactionual orientation, or any other characteristic protected by federal, state, or local laws. PId0f94734c2cc-26276-33512740For more details: jobs-search.
org/part_allentown-c445985/part-time-universal-banker-allentown_i1983913646
user-level technology. Experience: Minimum of six (6) months of retail cash handling and customer service experience is required. General Responsibilities Responsible for accurately and efficiently processing a variety of customer transactions; keeps precise records of money and negotiable instruments involved in various transactions; develops and expands new and existing customer relationships by referring Bank products and services; provides assistance and responds to customer questions and concerns; coordinating work within the branch, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Essential Duties 1. Performs a variety of duties to support the accurate and efficient processing of customer transactions of which the following are illustrative: a.
Provides excellent customer service, which includes the prompt acknowledgment of customers and maintaining a friendly and courteous disposition; ensures that customers are satisfied with all transaction requests. b. Receives checking and savings deposits; verifies cash and endorsements; receives proper identification for cash back and issues receipts of deposit; examines checks deposited and determines proper funds availability based on regulation requirements and completes hold notices; identifies counterfeit currency.
c. Processes savings withdrawals; cashes checks; verifies endorsements, receives proper identification, and ensures validity.
d. Accepts loan and other payments; verifies payment amounts, and issues receipts; issues Cashier’s Checks and Money Orders; redeems U. S. Savings Bonds; processes cash advances; processes night deposits and mail deposits. e. Answers basic customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations, and consumer privacy policies. Responds to questions from customers regarding retail bank products and services; receives and resolves routine customer issues; researches customer inquiries.
f. Buys and sells currency from the vault as needed, ensures that teller drawer cash limits are not exceeded; counts and rolls loose coin. g. Ensures teller station is properly supplied. h. Closes accounts when requested; follows procedures for removing accounts for dormancy. i. Prepares daily settlement and proof of cash transactions, balances cash drawer daily, including periodic batching of cashed checks. j. Prepares reports relating to the function, e. g. currency transaction, BSA reports, etc. k. Initiates discussion to determine relationship needs; explains the features and benefits of various types of products and services to discover referral opportunities.
Expands customer relationships by suggesting additional products and services based on customer’s needs; refers customers to appropriate team member when necessary. l. Promotes and utilizes CRM for ongoing sales and service maintenance and lead opportunities. m. Maintains a thorough knowledge of the features and benefits of all retail banking products and services. n. Provides assistance as needed to Lead Teller and Customer Service Representative. o. Participates in and promotes a teamwork atmosphere in the branch.
p. Operates with a Level 1 cash out limit level. 2. Performs various duties to support the Bank Secrecy Act as follows: a. Monitors suspicious activity and reports such activity to the BSA Officer via the Notice of Suspicious Activity form. b. Completes CTRs for cash transactions as appropriate. c. Identifies customer by observance of acceptable ID. d. Completes all CIP required documentation. e. Checks OFAC on new customers and non-customers cashing checks. 3. Coordinates specific work tasks with other personnel within the branch as well as with other branches to ensure the smooth and efficient flow of information.
4. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. 5. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e. g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
6. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate Bank personnel. 7. Responds to inquiries relating to his/her area, or to requests from customers, other Bank personnel, etc. within given time frames and within established policy. Ancillary Duties 1. May provide safe deposit box services to customers. 2. May be cross trained to open new accounts or other deposit products. 3. May provide support for new account opening, loans, etc. 4.
May balance and/or service ATM machines. 5. May verify and wrap coin for vault cash control purposes. 6. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Job Location Assigned branch location May assist at other locations as assigned Equipment/Machines 1. Telephone 2. Teller scanner 3. Calculator 4. Copier/Scanner/Fax/Printer 5. Computer/Keyboard 6. Coin machine(s) 7. Currency verifier 8. Combination lock 9. ATM
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a 20 Hour Teller in Consumer and Small Business Banking, as part of Branch Banking. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your
career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 1+ year of experience interacting with people, demonstrated through work, military, or education Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 741 S Broad Street Lititz PA 17543 Posting End Date: 6 Jan 2024 Job posting may come down early due to volume of applicants.
We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9a72fd15-50ca-41ba-ae53-af04dfaa5e4a
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for 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. Bilingual Spanish Required 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
State Pennsylvania Hours 20 Job Details The Teller I provides legendary Customer Service while processing Customer transactions face-to-face for a variety of routine to more complex financial transactions.
Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store Conducts needs-based conversations and offers financial solutions to meet our Customers' needs Makes quality referrals to appropriate partners Responsible for meeting individual performance metrics Responsible for making sound decisions and timely problem resolution Resolves problems independently, escalating more difficult issues to management Processes Teller transactions for Customers
including servicing Customer accounts, accepting loan payments, accepting safe deposit box payments, processing sales of gift cards, cashing checks, verifying currency, balancing cash drawer, and night deposits Balances Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary Adheres to safe deposit box procedures/operations and guidelines Services both lobby and drive-thru Customers Responsible and accountable for cash drawers and vaults including maintaining appropriate cash limits and securing cash at all times Accountable for ensuring confidential customer information is securely stored throughout the day Understands the importance of and
follows Dual Control Ensures compliance with all regulations, policies and procedures such as Bank Secrecy Act and Patriot Act Expected to complete all required in-classroom training and on-line training by established due dates Follows all security and audit measures to minimize potential loss Job Requirements High school diploma or GED 6 months+ related experience preferred Superior Customer Service skills General Math skills Strong organizational skills Detail-oriented Ability to function in a fast-paced and changing environment Excellent communication skills with ability to be concise, clear and consistent 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) Pennsylvania City (Primary) Bensalem Job Expires 05-Apr-2024
Time Type Full Time State Pennsylvania Hours 40 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) Pennsylvania City (Primary) Doylestown Job Expires 06-Apr-2024
our Overview This is a full-time career opportunity (approximately 40 hours per week) based out of our York County Market in PA. Requires flexibility to travel to various financial centers in the market as needed. Must be available to be scheduled around in assigned market (no Sundays).
The Teller is responsible for providing an exceptional Financial Center customer experience with passion and enthusiasm while facilitating customer transactions and the referral of bank products and services. Actively promote banking solutions to enhance a customer's service experience and achieve their financial goals. Assist with operational activities and responsibilities. Responsible for traveling
to various financial centers as assigned. Schedule and location may vary from day to day. Responsibilities Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
Accountable for the referral of products and services at the Financial Center. Recognize, demonstrate and follow-through on referral opportunities. Foster relationship building conversations with customers to ensure appropriate products/services are offered and customer needs are met. Manage risk by maintaining compliance with applicable regulations, and Fulton policy and procedure to include operational, security and settlement procedures. Use sound judgment to identify and mitigate
loss. Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.
Qualifications Education High School Diploma or equivalent. (Preferred)Experience6 to 12 months customer service experience. (Required)6 to 12 months cash handling experience. (Preferred)This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future. EEO Statement Fulton Bank (" Fulton" ) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons.
Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, interactionual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
to tellers to ensure that effective service, operations, and support of office sales initiatives exist within the office. ESSENTIAL FUNCTIONS: Have consistent, holistic financial wellness conversations utilizing the CARE (Connect, Ask, Recommend, Expand) Best practices Achieve or exceed overall sales performance goals for the office team via achieving referral goals and looking for opportunities Make outbound calls, work lead lists, and make referrals Resolve customer / client issues and concerns Provide the best customer experience possible by being courteous and efficient to all customers, in person or over the telephone Ensure the efficient use of teller staffing through scheduling Ensure
the office audits completed are satisfactory with corrective actions implemented as needed Ensure the office cash limits are being utilized and maintained, security procedures are followed, and compliance training (e-learning) is completed by the teller team while ensuring the office is operating smoothly and efficiently Serve as the teller team's primary resource for questions and support while communicating Northwest initiatives and operations updates with the tellers Participate in regular office meetings as well as attend regularly scheduled operations meetings Supervise and guide the office's success of operations and audit Participate in the hiring process for the teller team and completing
annual performance reviews Coach and mentor employees as directed on sales and customer experience Cross train on additional responsibilities such as new account processing Complete educational training as assigned Demonstrate knowledge of Northwest products and services Assigned an elevated drawer limit, check signing authority, supervisor authority through CARE, and an increased authority level in STARResponsible for scheduling teller staff, weekly cash ordering and shipments, and completing Audit Certification requirements Demonstrate in-depth knowledge of all office systems including, but not limited to ECR, ED, and Coin Machine, procedures and maintenance Process weekly ATM balancing and ATM maintenance functions Conduct outbound business calls/referrals on a regular basis Work evening hours and weekends as scheduled, assigned, or necessary Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment KNOWLEDGE, SKILLS, AND ABILITIES: Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters Knowledge of all job related operating systems and Northwest products and services 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. Education: High School Diploma or Equivalent preferred Work Experience: More than 7 years Customer Service Experience preferred More than 7 years Cash Handling Experience preferred More than 7 years Banking and/or Retail Experience preferred Supervisory Experience preferred #LI-RM1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)
be given the resources needed to identify referral opportunities to expand customer relationships. You also will engage in thoughtful interactions to build and grow customer relationships by suggesting banking products and services (e. g. checking, savings, credit cards, loans, digital banking) to meet their needs.
You will complete a four month training program in which you will learn how to make recommendations while utilizing a consultative sales approach. Qualifications: High school diploma/GED requiredCollege degree or a minimum of six months customer service experience required. Must have excellent written and verbal communication skills to include professional grammar and demeanor. Ability to travel as needed to training. Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
month training program in which you will learn how to make recommendations while utilizing a consultative sales approach. Qualifications: High school diploma/GED requiredCollege degree or a minimum of one year demonstrated ability to deliver outstanding customer service in financial services or retail industry required.
Must have excellent written and verbal communication skills to include professional grammar and demeanor. Ability to travel as needed to training. Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
to the appropriate line of business. QUALIFICATIONSTo 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. EDUCATION REQUIREMENTS - High School or equivalent WORK EXPERIENCE1 - 3 years - Customer service experience1 - 3 years - Cash handling experience1 - 3 years - Banking and/or Retail experience ESSENTIAL FUNCTIONS: Provide the best customer experience possible by being courteous and efficient to all customers, in person
or over the telephone Communicate with customers to recognize cross-selling opportunities Contribute to the overall sales performance of the office team Educate and/refer Northwest solutions that meet our customer/client needs through the Northwest 360 model - bank, borrow, invest, and insure Complete educational training as assigned Participate in regular office meetings Contribute to the office's success of operations and audit Able to work evening hours and weekends as scheduled or assigned ADDITIONAL ESSENTIAL FUNCTIONS: Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific
to the department in order to maximize technology tools and gain efficiency EMPLOYEE KNOWLEDGE, SKILLS, AND ABILITIES Ability to establish effective working relationships among team members and participate in solving problems and making decisions Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)
