Location: Columbia, SC
Company: Agfirst Farm Credit Bank
billion company into the future. Ag First Farm Credit Bank, located in Columbia, SC is an integral part of the national Farm Credit System. Ag First provides Human Resources services to 34 independent Agricultural Credit Associations representing 4,500 employees in 17 eastern & Gulf Coast states and Puerto Rico through the Farm Credit Benefits Alliance.
The Loan Systems Trainer supports the process for the training lifecycle, including curriculum development, training facilitation, and program evaluation in cooperation with bank and Association personnel. Responsible for training efforts of bank applications used by Association branch staff throughout the district in supporting daily
functions relative to loan origination, servicing, and accounting as well as other tools used to support financial reporting. Develops a variety of technical documents, practice exercises, and backssments that will be used in support of training initiatives.
Responsible for conducting instructor led (both in person and virtual) training sessions and working on complex projects relative to keeping the training environment current. This may include serving as a resource for testing new features and functionality on trained applications. Determines methods and procedures to be used on new assignments and interacts with customers and/or functional peer group leaders to gain insights and operational
knowledge. Duties & Responsibilities: Analyze loan systems training needs across the district and design training solutions to address those needs Engages with department leaders and bank and/or Association management to determine training needs of the organization Develops measurable training objectives to address customer needs Develops training programs Works to acquire and maintain the system knowledge needed to both design the training and serve as the in classroom subject matter expert Design, develop, and update user documentation, training aids, learning activities, and presentations for training Generates course material such as reference guides, job aids, and presentations to support training objectives Implement and deliver training to customer audiences Assist with planning and organizing course schedules in accordance with available resource and operational needs Provide instructor-led training (both in-person and virtual) on the effective use of Ag First systems to customer audiences throughout the district Conduct train-the-trainer programs where needed Develop positive relationships with Association training coordinators, members of the OSA Guidance Team, and class participants to include interacting with class participants during breaks and meals Evaluate the ongoing effectiveness of current training programs and implement strategies for continuous improvement Analyze training delivered, evaluations, and other feedback received Confer with leaders across the district to measure knowledge transfer and the ongoing effectiveness and impact of training Requirements: Bachelor's degree in accounting, finance or business related major Three or more years' experience supporting loan origination and/or loan accounting systems or comparable work experience strongly preferred Experience with or natural ability to deliver instructor-led classroom training Specific proven knowledge of Ag First operating systems is strongly desired Ability to work independently and creatively with proven organizational skills and demonstrated ability to establish priorities, exercise independent judgement, take initiative, work under time pressures, and make sound business decisions Ability to effectively communicate with customers and colleagues, including strong presentation skills Strong grammar, spelling, punctuation, writing skills and required formats to compose and edit training materials.
Bilingual (Spanish) a plus Strong interpersonal skills including negotiation, team building and ability to handle confidential matters PC literacy including Microsoft Office software and other business applications specific to the financial services industry Knowledgeable of fundamental accounting principles and understanding of real estate loan terminology Must be able to travel overnight to continental United States and Puerto Rico up to 25% of the time #LI-DB About Us Are you ready for a career with us that will impact more than you ever imagined?
At Ag First, you have an opportunity to make a difference for agriculture and rural communities while elevating your career.
When you work here, you are part of a cooperative that provides financing, technical support, and business services to banks in the national Farm Credit system. You can be part of the solution for those banks - our customers - as they make loans to more than 80,000 farmers, businesses, and homeowners in rural America. At Ag First, we value your skills and unique perspective. We think you'll like the impact you can make here and the benefits you will enjoy. Ag First is dedicated to fostering an engaged workplace that makes every employee feel valued, appreciated, and heard.
We invest in our employees because they invest in us and work hard to make our bank successful. Among its range of benefits, Ag First offers competitive pay, flexible work schedules, a corporate incentive plan, and even free coffee and soft drinks in the break room. If you're ready to impact more than you ever thought possible, we're ready for you! While we offer a variety of lending and credit jobs, we're more than just an agricultural lending company. We have many roles in areas such as information technology and information security, as well as support services. No matter your career path, find a way to impact more with Ag First!
OUR BRAND AND CULTURE We want to make a difference in people's lives - and that includes yours! We strive to create a workplace environment where all employees feel welcome and open to bringing their whole selves to work. We have a diverse, talented workforce that helps us bring a well-rounded perspective to the solutions we provide. At Ag First, we aim to give our employees room to grow both personally and professionally. We hope you will find more than just a job here. We hope you will find a fulfilling career that allows you to use your abilities to impact more.
OUR BENEFITS AND REWARDS Ag First believes employee satisfaction is built around a career that combines personal and professional accomplishment with financial rewards that help you build toward the future. We believe that compensation is more than just a paycheck. At Ag First, you'll find a total rewards package that includes: Competitive pay, with paid vacation, holidays, and sick leave, as well as paid time off for volunteering. Corporate incentive plan with spot bonuses for top-notch work. Medical, dental, and vision insurance, as well as life and disability insurance.
Flexible spending and health savings accounts. Generous 401(k) matching contributions, as well as additional employer contributions. Reimbursement for approved higher education pursuits. A wellness program for employees, which includes resources for a healthier lifestyle. A Leadership Academy for professional development. Other perks, such as employee discounts, annual on-site flu shots, and even free periodic chair massages. In addition, we are located in a modern office building in a revitalized business district on Main Street in Columbia, S. C. near multiple restaurants and shops.
Our open floor plan features a variety of meeting areas, from cozy collaboration rooms to large meeting spaces - all equipped with state-of-the-art technology to meet your business needs. Other benefits of our office building include: Free parking in an attached garage. An on-site restaurant. A newly renovated fitness center. On-site conveniences, such as dry cleaning. Regular building events, such as luncheons and ice cream socials
efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process
information and move quickly through problem resolution Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following: Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs This position will provide coverage to multiple branches.
Qualifications: High School Diploma or GED and 6
months customer service experience Preferred Area of Experience: Sales License or Certification Type: Must possess a valid driver's license.
Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Required Skill(s): Financial literacy, Knowledge of retail banking products and services
list - and #1 among financial services companies - 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 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: 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 End Date: 9 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-9b01d0d3-07dc-4d7f-91c0-4be57a91e518
list - and #1 among financial services companies - 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 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: 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 End Date: 9 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-9b01d0cf-f0f7-46cf-8ac3-4a6130ac1afa
Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 Linked In Top Companies list - and #1 among financial services companies - 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 End Date: 28 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-9ac17170-e69f-43ef03e1e019b
customers in our Greenwood-based financial centers, providing customers and prospects with financial solutions that meet their needs. The Personal Banking Associate is also responsible for accurately and efficiently processing routine teller and desk transactions, in compliance with standard banking procedures.
Confidentiality and a commitment to embracing our corporate culture while serving clients, communities, and fellow associates are essential to the success of this position. What You Can Expect You will receive personalized cross training in various branch operation functions. Perform transactions in an accurate and timely manner. Proactively look for ways to enhance service and
referral performance by supporting bank initiatives. Discover opportunities to make quality referrals to teammates and internal business partners by listening, understanding, and responding to customer's needs.
Put People First by serving others with respect. Adhere to all regulations, compliance and bank policies, procedures, and delegated authorities. This position requires some Saturday banking hours. Our unique branch setting will expose our associate to other lines of business for potential career advancement opportunities. Skills & Education Requirements At least one year of customer service and sales experience, including handling cash Ability to effectively multi-task in a fast
paced environment Effective interpersonal/communication skills Proficient computer navigation skills Bilingual applicants a plus High school diploma or equivalent required Willingness to obtain, apply, and share knowledge This is a part-time position in a smoke and drug-free workplace with strong corporate values that foster associate growth and satisfaction.
Compensation commensurate with experience, education, and level of expertise. About Countybank Our Mission: To Serve Our Clients, Our Communities, and Our Associates Countybank began its service to the Greenwood community in 1933, when it was founded by a group of Greenwood businessmen as The County Bank.
While the bank has evolved through its history to operate as a complete family of financial services, our core mission has never changed. We remain an independent, locally owned institution that is focused on meeting the financial needs of the families and businesses of Greenwood, Greenville, Greer, and Anderson communities. How We Give Back The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr. to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational and cultural programs, including the establishment of several college scholarships and endowments.
In addition to the Foundation's contributions, Countybank employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank volunteer with local charitable and civic organizations. Learn More Visit us at .
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 working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.
The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned
financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.
The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): --- Establishes relationships with individual and small business clients--- Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs--- Collaborates with partners in order to meet clients' financial needs--- Manages schedule to meet client demands--- Executes the bank's risk culture and strives for operational excellence You're a person who (required skills): --- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
--- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. --- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. --- Is confident in identifying solutions for helping new and existing clients based on their needs.
--- Has strong written and verbal communications skills. --- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). --- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. --- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. --- Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).
--- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- An associate's degree or bachelor's degree in business, finance, or a related field. --- Experience working in a financial center where goals were met or exceeded. --- Retail and/or sales experience in a salary plus incentive environment. --- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
--- Experience with financial information, spreadsheets and financial skills. --- Knowledge of banking products and services. --- Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills Used in this Role: --- Active Listening--- Business Acumen--- Client and Customer Focus--- Oral Communications--- Problem Solving--- Account Management--- Client Experience Branding--- Client Solution Advisory--- Business Development--- Pipeline Management--- Prospecting--- Referral Identification--- Referral Management Shift:1st shift (United States of America)Hours Per Week: 40
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for 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
