banking relationships. Engage in consistent calling efforts in order to build new commercial relationships for the Bank taking a holistic approach to a client relationships, focusing on both lending needs and all other financial solutions offered Complete all required training to understand PB Culture and BRAVO, and demonstrate the PB client conversation model regularly in client and prospect interaction Interviews applicants, gathers and evaluates financial and related data to establish credit worthiness, establishes and re-negotiates credit terms, when necessary.
Continually monitors clients' financial condition and repayment progress. backsses clients' banking and financial needs.
Takes appropriate corrective action and prompt communication with appropriate parties at the Bank to disclose any client performance concerns. Competency in evaluating credit risks and understanding cash flow to quickly identify qualifications of new lending opportunities Meets with clients to discuss new loan requests, loan renewals, and loan modifications.
Completes Loan Analysis Reports (LARs), Modifications (MODs), and Line of Credit Renewals as required. Makes loan presentations to the Senior Loan Officers Committee and/or Board of Directors as required. Represents the bank in community organizations and activities to enhance the bank's image and maintain and enhance a referral network
for business development opportunities. Refers clients requiring specialized products and services to other areas of the bank as appropriate.
Maintains a working knowledge of all Bank products and services to recognize opportunity. Establish working knowledge of Bank's systems to effectively complete client research and input required lending information. Analyzes past due report on weekly basis and contacts delinquent accounts for collection of payments. Attend settlements and meet with customers to have documents executed as needed. Responsible for maintaining compliance with all applicable laws and regulations. Recommends modifications to bank lending policies and procedures; ensures that necessary changes are implemented expeditiously.
Updates knowledge and develops professionally on a continuing basis through various training resources. Understands the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Performs other duties as assigned. Business Banking (Small Business) Partner with Financial Centers as well as engage in calling activities to generate a robust pipeline of small business opportunities Engage with credit and settlement functions to ensure timely movement of loans generated to closing Focus on lending relationships up to $1.5MM Build full relationships by partnering with calling partners to provide small businesses with merchant, cash management services, and other needs Working knowledge of SBA 7a loans preferred Educational & Other Requirements Bachelor's Degree in business, finance, related field, or equivalent experience.
Minimum of 2-3 years of prior commercial lending experience preferred, or comparable experience in commercial lending portfolio management or credit roles.
Thorough understanding of Financial Statements, tax returns, and credit approval process. Strong human relations, communication, sales, financial leadership and analytical skills. Strong well-developed interpersonal skills in order to maximize business contacts and develop a working relationship with potential and current commercial customers. Motivation and drive must be exhibited. Interact effectively and communicate with customers via telephone and email. Interact effectively with all Bank employees. Must be bondable. Job Posted by Applicant Pro
the candidate has experience handling cash. The position is responsible for coordinating work within the office and other departments as well as reporting pertinent information to the immediate supervisor. Apply on line at EOE employer
known as a Universal Banker) role at the Punxsutawney Branch. The Personal Banker role requires providing excellent customer service to build relationships and promote In First Bank products and services. Personal Bankers will open deposit accounts, handle teller transactions, resolve customer service issues, and gather documents for retail loans.
The Personal Banker role normally requires 2 or more years banking, or Teller experience. Preferred candidates will have proficient interpersonal, communicative and sales skills; a comprehensive knowledge of bank forms and documents used in opening new accounts; working knowledge of bank consumer and business products and services, along with
the operating policies and procedures that impact these products; experience with non-real estate (unsecured, auto, and share type) loans, though, having experience with real estate secured loans are considered a plus.
High School diploma or equivalent is required. In First Bank is an EOE.
aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. As required, the Banking Specialist III may also provide support in processing paying/receiving transactions for client requests.
The Banking Specialist III will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Essential Requirements, Duties, and Responsibilities Sales & Strategic Planning: 1) Through active engagement in client conversation and financial need exploration, supports the financial center market plan/business
plan to support achievement of assigned quarterly and annual goals, specifically deposit & loan growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
2) Utilizes Peoples Banks' client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships. Tier III will be expected to receive formal certification of the Peoples Bank client conversation model within the first 6 months of assuming this position. 3) Advanced knowledge of all Bank products, services, and usage channels, to identify client account and lending needs. This
knowledge will include both personal and business product types.
4) Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in branch experience for the client. 5) Supports all marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment. Operational Proficiency: 1) Demonstrates proficiency of all operating systems, to support both the new account & loan origination processes, service transactions and overall client relationship management.
The Banking Specialist III associate would serve as the primary new account representative in the financial center. 2) Performs notarial acts as needed per state defined guidelines to support a positive client experience. 3) Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed. In addition, will provide necessary overrides for various transactions in support of sound risk management.
4) Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on the job training/job shadowing. 5) In partnership with the Financial Center Operational Specialist, assumes management of required operational reporting, including review of overdrawn accounts, delinquent loan reporting, and past due safe deposit boxes. 6) Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
7) Satisfactorily completes all required annual regulation, sales and service training. Educational & Other Requirements Minimum one-year experience of retail banking, performing paying/receiving functions. Minimum one-year experience of retail banking, account opening and sales and service transaction processing. Lending Preferred Working knowledge of new technology products and services. Must be bondable. Job Posted by Applicant Pro
customer service. Responsible for efficiently coordinating administrative tasks behind the Client Care Specialist line and ensuring Client Care Specialists are cross-trained to allow for smooth functioning ongoing as well as in the Client Care Managers absence.
Uses interpersonal and leadership skills to coach and influence the service and sales behaviors of Client Care Specialists in order to meet team goals. Applies Bank policies and procedures to ensure compliance of team members. Operates a window as needed in addition to supervising all Client Care Specialists. Responsible for the branch schedule and schedules branch associates to ensure service quality. Handles customer complaints
in a professional and courteous manner. Identifies obstacles to providing exquisite overall customer experience and resolves or escalates issues. Orients and mentors new Client Care Specialists.
Responsible for identifying and resolving transactional problems (systems related). Serves as back-up to the Personal Banker. Jointly responsible for routine branch administrative duties. Contributes to the team effort by performing risk management and other assigned duties as needed. QUALIFICATIONS High school diploma or GED is required; college level courses or diploma preferred. Three to five years experience in the branches, including teller and platform experience. May be required to secure
and maintain a registration ID number with the Nationwide Mortgage Licensing System.
Should also possess two years of supervisory experience of at least three direct reports. Ability and desire to interact in a team environment and willingness to contribute to team efforts is essential. Requires a high level of tact and integrity due to regular exposure to confidential data. Willingness to suggest new services to customers is expected. Strong attention to detail. Analytical and problem-solving skills required. Demonstrated verbal and written communication skills. Must be able to understand customer transaction needs, be articulate in communicating task.
Proven record of leading sales efforts of a team and personally contributing to sales goals preferred. Effective presentation and influencing skills required. General understanding of Federal and/or State banking regulations. Strong knowledge of Microsoft Office (Outlook, Word, Excel) as well as core operating systems. Responsible for understanding the Banks compliance policies as it relates to the specific individual job duties and following the provisions of such policies, specifically understanding that any violation of such policies must be reported to the Director of Regulatory Services immediately.
The ability to recognize and value the diversity of Traditions Bank associates, customers, and business partners is essential. This associate demonstrates personal behaviors exemplary of the Core Values of Traditions Bank.
community bank with over $960 million in assets, 13 locations and 190 employees. We are seeking a part-time Bank Teller to join our team and work on-site at our Scott Township, Bloomsburg Branch. The Bank Teller performs a variety of duties to support the paying and receiving functions of the community branch.
Essential Responsibilities: 1. Greet and serve customers in a friendly and courteous manner.2. Accept deposits, cash checks and accept utility bill payments.3. Sell treasurer checks, money orders, etc.4. Accept loan payments, safe deposit box rent and other related payments.5. Process night deposits and mail deposits.6. Maintains awareness of new business opportunities with customers,
actively refers customers to appropriate customer service personnel.7. 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. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc. Requirements: - A minimum of a high school diploma or equivalent; specialized banking education or training. - Previous banking including customer service experience preferred. - Moderate reading, writing and grammar skills, analytical and mathematical skills. - Proficient communicative
and interpersonal skills. - Proficient eye-hand coordination. - Ability to operate various office machines.
- Ability to lift approximately 50lbs. Hours: Monday - Friday, Some Saturdays, 25-29 hours per week, based on Scott Township Branch Hours. Benefits : A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation. Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
bank with over $960 million in assets, 13 locations and 190 employees. We are seeking a full-time Bank Teller to join our team and work on-site at our Buckhorn Branch. The Bank Teller performs a variety of duties to support the paying and receiving functions of the community branch; coordinating work within the department, reporting pertinent information to immediate supervisor and responding to inquiries or requests for information.
Essential Responsibilities: 1. Greet and serve customers in a friendly and courteous manner.2. Accept deposits, cash checks and process utility bill payments.3. Sell treasurer checks, money orders, and other bank products.4. Accept loan payments, safe deposit
box rent and other related payments.5. Process night deposits and mail deposits.6. Maintains awareness of new business opportunities with customers, actively refers customers to appropriate customer service personnel.7.
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. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc. Requirements: 1. A minimum of a high school diploma or equivalent; specialized banking education or training.2. Previous banking or other
customer service experience preferred.3. Moderate reading, writing and grammar skills, as well as analytical and math skills.4.
Proficient communicative and interpersonal skills, must be professional and courteous.5. Proficient eye-hand coordination.6. Ability to operate various office machines.7. Ability to lift approximately 50lbs.8. Must have a valid driver's license with reliable transportation. Hours: Monday - Friday, some Saturdays, 37.5 hours per week, based on Buckhorn Branch Hours. Benefits : A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation. Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
community bank with over $960 million in assets, 13 locations and 190 employees. We are seeking a part-time Bank Teller to join our team and work on-site at our Danville Branch. The Bank Teller performs a variety of duties to support the paying and receiving functions of the community branch.
Essential Responsibilities: 1. Greet and serve customers in a friendly and courteous manner.2. Accept deposits, cash checks and accept utility bill payments.3. Sell treasurer checks, money orders, etc.4. Accept loan payments, safe deposit box rent and other related payments.5. Process night deposits and mail deposits.6. Maintains awareness of new business opportunities with customers, actively refers
customers to appropriate customer service personnel.7. 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. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc. Requirements: - A minimum of a high school diploma or equivalent; specialized banking education or training. - Previous banking including customer service experience preferred. - Moderate reading, writing and grammar skills, analytical and mathematical skills. - Proficient communicative and interpersonal
skills. - Proficient eye-hand coordination. - Ability to operate various office machines.
- Ability to lift approximately 50lbs. Hours: Monday - Friday, Some Saturdays, 25-29 hours per week, based on Danville Branch Hours. Benefits : A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation. Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
independent community bank with over $940 million in assets, 13 locations and 190 employees. We are seeking a part-time Bank Teller to join our team and work on-site at our Benton Branch in Benton, PA. The Bank Teller performs a variety of duties to support the paying and receiving functions of the community branch.
Essential Responsibilities: 1. Greet and serve customers in a friendly and courteous manner.2. Accept deposits, cash checks and accept utility bill payments.3. Sell treasurer checks, money orders, etc.4. Accept loan payments, safe deposit box rent and other related payments.5. Process night deposits and mail deposits.6. Maintains awareness of new business opportunities with
customers, actively refers customers to appropriate customer service personnel.7. 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. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc. Requirements: - A minimum of a high school diploma or equivalent; specialized banking education or training. - Previous banking including customer service experience preferred. - Moderate reading, writing and grammar skills, analytical and mathematical skills. - Proficient
communicative and interpersonal skills. - Proficient eye-hand coordination.
- Ability to operate various office machines. - Ability to lift approximately 50lbs. Hours: Monday - Friday, Some Saturdays, 25-29 hours per week, based on Benton Branch Hours. Benefits : A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation. Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
cashing via the Personal-interactive teller unit. Responsibilities Include: Serve membership by providing service and information in a pleasant, efficient manner via the PTM/ITM (Personal Teller Machine Interactive Teller Machine) Identifies cross-sell opportunities and cross-sells services to members.
Perform routine member transactions, including but not limited to cash/check deposits, withdrawals, and transfers. Perform account review. Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service using the ACS system in order to meet the expectations/ financial needs of the member. Qualifications: Must have prior Cash Handling, Customer Service
experience required. Previous Credit Union/Banking experience a plus. Must be flexible and available to work Contact Center hours of operation: Monday- Friday - 8:00 a.
m. to 7:00 p. m. & Saturday 9:00 a. m. to 3:00 p. m. Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union. We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment. To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing
and education background checks are conducted on potential candidates.
All resumes will be reviewed, but only competitive candidates will be contacted for further conversation. Come experience why American Heritage Credit Union is a seven time award winner in the Philadelphia Business Journal Best Places to Work contest!
approximately 15K member-owners and not on maximizing profit for investors. What you will do: This position is the face of CHROME with the purpose of providing quality experiences to members who prefer face-to-face interaction with the Credit Union. Greets all CHROME members with a warm and welcoming smile Research and resolve members inquiries and process transactions Educate members about CHROME technology and services, demonstrating how our simple banking philosophy drives our offerings See opportunities and act to establish new CHROME member relationships How you will thrive in this role: These skills and abilities are critical to thrive in the role of a Teller/CHROME rep.
Quick to
connect with others; establishes rapport quickly Maintains professional composure regardless of the situation Follows through to make sure all obligations are met Strong attention to details, time management, and decision making skills Shows genuine interest in wanting to help members and co-workers Strong communication skills verbal and written What you need to bring with you: Experience - Banking experience preferred, cash handling required Education - High school diploma or higher Abilities - Computer skills including experience with mobile devices such as smartphone, tablet and the internet May be asked to move or lift up to 50 lbs.
For example, a box of copy paper This is a full-time
position What we offer: Our CHROME branches are state of the art facilities designed to stimulate a conversation rather than perform mundane financial transactions.
You will work with other Teller/CHROME reps that have the same passion to help and drive to succeed. Perks include paid time off and volunteer time off. We offer a livable wage that is commensurate with your experience. Washington Location Job Posted by Applicant Pro
calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank's digital banking services.
Additionally, this role will assist Customers with teller transactions and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner. We provide a continuous learning environment, challenging work, and opportunities for advancement. Our
Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned. Each Associate will be positioned for success over a 4-6 month training period with the necessary knowledge needed to provide stellar service and become an engaged member of the organization.
Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building. You will also be trained in relationship-building methods and referral techniques in order to make the best product and service recommendations for your customers and expand your branch's customer
base. This is a full-time 40-hour/week position with a flexible rotating weekly schedule and 2-3 Saturdays per month are required.
This schedule can change at any time based on business needs. This position offers a competitive base salary, incentive opportunities, and benefits. The hired candidate must be legally authorized to work in the United States without an employer-sponsored petition for a visa, such as an H-1B visa. WSFS Bank does not intend to file any visa applications in connection with this opening. Minimum Qualifications: High School Diploma or equivalent is required. Must have at least one year of face-to-face customer service experience. One year of previous banking experience is required.
Previous cash handling experience is required. Prior consultative sales experience is required. Must have a proven ability to work with customers in an enthusiastic manner. Previous experience in a retail sales environment is strongly preferred. Must have a proven ability for attention to detail. Must have the ability to use and learn multiple banking and software programs. Must have proven, excellent customer service skills. Must have excellent oral and written communication skills. Must possess the ability to market Bank products and services.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at xyz X@. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), interactionual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating
of terms and/or taking an application for a dwelling secured transaction As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.
Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.
nationwidelicensingsystem. org ) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Location - Roosevelt Mall, Philadelphia Position Location: 7345 Bustleton Avenue, Philadelphia, PA 19152 Posting End Date: 21 Dec 2023 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-9ae7aa72-06b7-41a1-9d22-3be000da5775
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating
of terms and/or taking an application for a dwelling secured transaction.
As such, this position requires compliance with the S. A. F. E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.
Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.
nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 741 S Broad Street Lititz PA 17543 Posting End Date: 30 Dec 2023 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-9ae7aa50-5ffe-9f5885f3f819
- 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 Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. 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 exercise 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: 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 Location: 7345 Bustleton Avenue, Philadelphia, PA 19152 Posting End Date: 24 Dec 2023 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-9ae7aa26-a000-4eb0-a308-88e98846dcc3