communicate the campaign's message, gather support, and maintain accurate records of interactions. Responsibilities: 1. Phone bankers are expected to make at least 30 calls an hour to donors. 2. Making donor outreach calls to voters. 3. Engage donors in respectful and informative conversations about our candidate and their campaign.
4. Track and document donor interactions and responses in Minivan and/or Call Hub. 5. Detailed and regular reporting of activities and results. 6. Attending a scheduled orientation meeting and training led by the Project Manager. Requirements: 1. Ability to hit the ground running – this is a short-term, aggressively paced assignment. 2. The ideal candidate
should be able to work in a fast-paced environment, able and willing to work long hours, and importantly, be skilled in customer engagement. 3. Ability to multitask, meet deadlines, achieve goals, and creatively problem-solve.
4. Strong interpersonal skills and a team player. 5. Strong communication skills, attention to detail, and experience in a customer-facing role. 6. Comfortable speaking on the phone for extended periods and navigating phone scripts. Qualifications and Skills: 1. Ability to work independently and in team settings. 2. Must possess excellent verbal and written communication skills. 3. Access to reliable transportation, cell phone, and laptop. Compensation: $22 per hour Powered by Jazz HR
on our ability to listen and react to our customer's needs in a timely, personal, and professional manner. What You'll Do: Build trusted business partnerships with our clients through exceptional service that meets established performance expectations. Proactively grow client base through consultative and persuasive recommendation of UTB’s financial products portfolio.
Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments, and transfers. Ensure all transactions are performed accurately, include all pertinent and proper documentation, and follow all regulatory requirements. Promptly report, research, and
resolve any discrepancies. Participate in routine branch audit activities. Be a champion for risk management and loss prevention. Have a passion for exceeding expectations through accuracy, efficiency, and continual professional development.
Your Work Schedule : Monday – Friday 8:30 a. m. – 5:30 p. m. Your Qualifications : High school graduate or equivalent required. In-depth understanding of bank operations. Strong knowledge of regulatory requirements. Minimum of 3 years prior bank experience required. Prior commercial and/or community bank experience preferred. Possess exceptional written and verbal communication skills. Excellent attention to detail and accuracy. Professional appearance,
dress, and attitude. UTB Employee Benefits As a full-time UTB employee you’ll enjoy an array of benefits including a generous Paid Time Off allowance available for use during your first year along with a great paid holiday schedule.
We also offer our employees a selection of other benefits including: Medical Dental Vision Telehealth Health Reimbursement Arrangement (HRA) Flexible Spending Account (FSA) Health Savings Account (HSA) Prescription Discount Life Insurance – Employer Provided Supplemental Life - Voluntary Short-term Disability Long-term Disability Employee Assistance Program Discount Legal Services ID Theft Services UTB is an equal opportunity employer.
Qualified candidates will receive consideration without regard to their race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran. Powered by Jazz HR
performing analytical activities and identifying risks or issues as needed. In addition, a successful Credit Analyst II will be able to draft documents and prepare for credit reviews with limited support from the Portfolio Managers. The Credit Analyst II is knowledgeable on financial and risk analysis and demonstrates proficiency in financial modeling.
The Credit Analyst II is expected to build proficiency in underwriting, developing the ability to complete the underwriting process from beginning to end with limited oversight. Additionally, the Credit Analyst II will attend and support Portfolio Reviews as needed. Responsible and accountable for risk by openly exchanging ideas and opinions,
elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.
While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed Use critical thinking to identify and draft documentation Responsible for regularly completing indicative credit information into Banking Systems with little to
no errors Responsible for preparing risk-rating scorecard and tickler event analysis and determining actions based on results working in collaboration with PM's Responsible for developing risk models and advising PMs of unforeseen obstacles that may impede meeting client expectations Identify and determine monitoring analysis activities required Verify covenants and define updates needed on ticklers Monitor covenant completion and track past due or out of compliance covenants and recommend appropriate course of action Responsible for backssing covenant compliance reporting and identifying issues Review covenant compliance certificates to understand performance and determine actions Update financial covenants and calculations as needed Run Probability of Default (PD) model with oversight Responsible for understanding and evaluating completed spreads to determine necessary edits working in collaboration with the CCU team Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with some oversight Prepares ALSR reports with oversight Responsible for running risk and projection models with oversight assumptions provided Responsible for completing underwriting process with limited oversight Create and complete a CAM with little to no errors Review and re-write renewals for deals of limited complexity Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings Support Portfolio Managers and special projects Takes appropriate remedial actions to resolve deficiencies and escalates questions/disputes toappropriate level when necessary.
May assist with training of new employees. May work on special projects as assigned by management. SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelor's degree in Business (e.
g. Business Administration, Finance, or Accounting)2+ years of Commercial Banking experience. Sound Financial and risk analysis understanding, including the ability to develop financial modelinteractiontensive Knowledge of banking products and services Knowledge of corporate business structure and legal documents General knowledge of U. S. government and regulation Knowledge of the local or regional market preferred, but not required Proficiency in internal banking applications Strong verbal and written communication skills Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks Proficient in all Microsoft Office software WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like Minimal travel required Credit Analyst II - Energy - Oil & Gas LOCATION -- Houston, Texas 77002Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
residents from two nationally ranked medical schools, Baylor College of Medicine and The University of Texas Health Science Center at Houston (UTHealth), Harris Health is the first healthcare system in Houston to receive the prestigious National Committee for Quality Assurance (NCQA) designation for its network of patient-centered medical homes.
Each year, Harris Health provides more than 1.8 million total outpatient visits through its more than 40 ambulatory care facilities. Additionally, Harris Health sees more than 177,000 emergency visits at its Level 1 and Level 3 trauma centers and 35,000 hospital admissions through its three hospitals: Ben Taub, LBJ and Quentin Mease. Established
by voter referendum to enhance the level of charity care available in the community, Harris Health System has often received national recognition for serving those in need and for its achievements in operational excellence, such as being named to the 2011, 2012, 2013 and 2014 Most Wired Hospitals lists by the American Hospital Association's Hospitals & Health Networks magazine.
Additionally, Harris Health System is pleased that each of its three hospitals - Ben Taub, Lyndon B. Johnson and Quentin Mease - achieved Pathway to Excellence--- designation by the American Nurses Credentialing Center.
cross-sells bank products and services and directs customers to the appropriate personnel for further assistance. Additional duties: Opens deposit accounts and ancillary deposit services Processes paying and receiving transactions Balances transactions and cash ensuring paper documentation and negotiability and an adequate audit trail Uncovers customer expansion opportunities and refers customers to proper bank personnel Performs account maintenance and related activities Adheres to established internal controls on regulatory requirements ensuring compliance Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved Qualifications: High
School diploma or GEDMinimum of two years of retail/sales or banking experience required Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred Skills: Demonstrated experience with Microsoft Office Suite Excellent interpersonal, communication skills, and written communication Solid organizational skills and attention to detail Ability to work in a fast-paced, team-oriented environment Demonstrated ability to maintain confidentiality Lifting
in an office setting may be required up to 30 lbs.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
and provides basic cash receipt and payment services in accordance with Bank procedures. The Personal Banker is responsible for developing new business relationships and maintaining existing relationships. The Personal Banker assists Relationship Managers within retail bank locations in the preparation, set up and processing of consumer and commercial loans, and other various duties as assigned.
Principal Duties and Responsibilities: Supports the branch in achieving individual and team goals, while always acting in the customer’s best interest. Provides exceptional customer service to all customers while treating all customers and prospects in a fair and equitable manner. Maintains a
strong working knowledge of bank products and services. Engages customers and prospects through the use of questions to discover financial needs. Presents and educates customers and prospects on the benefits of solutions offered, including digital services and other self-service options.
Actively refers customers to appropriate specialists and other lines of business to fulfill specialized needs. Assists customers with routine inquiries regarding account balances and account information. Proactively seeks prospects for new business through outreach and follow-up. Assists customers by answering questions, researching transactions, etc. while maintaining compliance and policy standards.
Represents the bank in community affairs and civic organizations. Performs additional duties as required.
Regular and reliable attendance. Bilingual Preferred Opens new deposit accounts and performs maintenance as needed on existing deposit accounts including: Prepares account paperwork, receives new account deposits and ensures that all accounts are properly processed. Performs loan assistant functions including: Review loan documents for errors and compliance issues. Assemble loan packages. Perform loan closing on occasion. Remit Deeds, UCC’s, and titles for recording if applicable. Review and work loan exception reports. Prepare and process line of credit draws.
Prepare and submit loan payments. Process payments for loan closing fees to third parties. Verify insurance policies on collateral. Job Specifications: High school diploma or equivalent. Knowledge of loan policies and procedures (1 to 2 years of loan preparation and processing experience preferred) Successful completion of in-house training program or other approved training program. Prefer six month’s experience in the teller function, as well as sales experience, particularly in cross-marketing products and services. Excellent sales, interpersonal and communication skills. Above average computer and keyboard skills Good organizational skills.
Ability to lift up to twenty-five (25) pounds. This position requires S. A. F. E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage. nationwidelicensingsystem. org) can provide information about the requirements for registration. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
EOEThe information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by Jazz HR
This role entails full responsibility for all learning initiatives, as well as additional job duties specific to the East Texas region, ensuring comprehensive support for our organizational goals. Major Duties and Essential Functions Able to create a positive learning environment by incorporating a variety of learning methodologies, which align solutions with course objectives and learner needs.
Facilitates virtually and in person new hire system knowledge training. This may include systems such as our core (Symitar Episys), our CRM (Salesforce), and Online Banking. In addition, perform product and service specific training for our checking and loan products. Designs, develops and delivers
training and development efforts via various delivery channels including in person, e Learning and virtual training. Maintains in-depth, expert level knowledge of credit union policies, procedures, systems, product and services to primarily support branches and back office departments.
Works with department leaders to coordinate and schedule employees for onsite and offsite training workshops. Maintains records, monitors and reports progress of employees under guidance during training and development periods. Collaborate with management, internal stakeholders and subject matter experts to backss, identify and evaluate technical and systems training gaps and needs to provide high-quality,
enhanced and knowledge-based training content and programs.
Partner with business units and leaders to develop area department specific training modules and training courses as needed due to regulation or process change. Occasional overnight travel may be required to all new and existing branch locations to attend off-site meetings, trainings, and project-related activities, in all as necessary. Positions directly supervised: N/A Specific knowledge, skills and abilities required for this position: Demonstrated success in developing, conducting and backssing training programs, virtual e Learning and instructor led. Excellent knowledge of Adult Learning Theories such as A.
D. D. I. E and Instructional Design models. Knowledge of Financial functions including Teller, MSR functions, new accounts, member service, loan products, and credit union systems and programs. Highly effective and engaging presentation skills and innovative training design skills. Ability to successfully communicate with staff at all levels of the organization effectively and respectfully. The ability to translate complex information into easily understandable and applied knowledge is a must. APTD Certification highly preferred. Candidates must live in or be prepared for a relocation to the East Texas market to fulfill job requirements effectively.
Education: Bachelor's degree in a Business, Finance or Education. Learning and Experience: Minimum of 3 years of financial institution experience with 2 plus years' experience within Learning and Development. Physical Activities and Requirements of this Position CATEGORY DESCRIPTION Finger Dexterity Using primarily just the fingers to make small movements such as typing, picking up small objects, or filing paper documents. Grasping Using fingers and palm on an object. Talking Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Repetitive Motions Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Hearing Able to hear average or normal conversations and receive ordinary information. Average Visual Abilities Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Must be able to look at a computer screen for extended periods of time Sedentary Work While performing the duties of this job, the employee will frequently talk or hear, sit for extended periods of time, use hands to handle or feel, and reach with hands or arms.
The employee will occasionally, stand and walk, climb or balance, and stoop, bend, kneel, or crouch. The employee will occasionally lift and move up to 10 pounds. Working Conditions of this Position Description Office environment. No hazardous or significantly unpleasant conditions. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense and logic. Detailed Ability to define problems, conduct research, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of regulatory documents and instructions.
Mathematical Ability: The level of ability required to perform math skills and operations. Basic Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret legal, regulatory and technical documents and reports. Ability to respond to common inquiries or complaints from office staff, regulatory agencies, or vendors. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.
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) 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)
bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a Senior Client Service Associate (Lead Teller) to provide top notch customer service to our clients and customers at our Holcombe-Greenbriar / Houston financial center.
If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Assist in mentoring and coaching. Review, monitor, and coordinate scheduling and workflow of Client Services Associates Ensure Client Service Associates are in compliance
with bank policies and procedures by observing daily work assignments Ensure there is an appropriate cash supply, order currency shipments as needed, and verify money shipped to branch/financial center Open and close vault daily, control cash in vault, and distribute daily cash to Client Service Associates Assist Branch Service Manager/Branch Manager in the efficient daily operations of the branch/financial center Deliver an exceptional customer experience while uncovering bank products or service needs to make appropriate referral opportunitieinteractionplore, identify, and maximize cross-selling of bank products based on clients' needs Review branch/financial center proof, Client Service Associates
recap, and reporting Resolve client concerns through direct personal action or referral to alternative branch or bank resources Adhere to the bank's security policies while maintaining confidentiality of bank records and client information Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and branch goals Perform other duties as assigned Qualifications: High school diploma or equivalent2+ years' experience in banking, cashiering, cash handling, balancing, customer service, or other directly related experience Prior Teller experience preferred Advanced knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking Must have solid balancing and customer service skills Meeting sales goals and/or sales referral goals experience preferred Ability to cross-sell bank products based on client's needs Strong attention to detail and time management Proficient in advanced computer skills Prior supervisory or management experience a plus Hours of Work: Days and hours of work are Monday through Friday; 8:30 a.
m. to 5:30 p. m. and Saturday; 8:45 a. m. to 1:15 p. m. This is a full-time position: 40.00 hours per week. Must be able to work a flexible schedule within the hours listed above.
Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career. Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.
banking, wealth management, business banking and mortgage lending.
Purpose of the Position: Deliverthe best banking experience-resulting in lasting relationships. Providefull scope of products and services to deliver all capabilities of Broadway Bank to our customers.
Key Accountabilities: Deliveroutstanding service to our customers in order to meet established goals: Use a consultative salesapproach in order to deliver the full scope of Broadway's capabilities andfulfilling customers' stated and unstated needs. Discover and escalatereferral opportunities to the appropriate Specialist partner and ensuringtimely follow up. Ensure customers areintroduced to appropriate team members
to ensure seamless relationshipmanagement and to leverage specialists' knowledge and experience foradditional opportunities. Maintain good workingknowledge of the bank's full scope of products and services to ensureability to make appropriate recommendations and referrals.
Expand new and existingclient relationships: Creating an exceptional customer experience by buildingrelationships, backssing needs, recommending products and services, andexecuting the opening process for the following: consumer deposit account, savings accounts, time deposit (CD), safe deposit boxes, consumer loans, and credit cards. Actively participate incampaigns and promotions, ensuring that activities are completed
in atimely manner and that follow up activities are scheduled accordingly.
Effective use of En Actto capture client information, record client activities, schedule followup activities, identify next likely sales opportunities and other relatedactivities to facilitate robust customer relationship management. Complete newcustomer/new account on boarding activities as prescribed. Maintains excellentcustomer service and has the ability to problem solve customer requests. Meetor exceed operational standards: Perform accountopenings, customer maintenance, processing loan applications and closingloans in keeping with established procedures in order to ensure timelyservice delivery.
Process a variety ofcustomer transactions, which may include cash handling by hand, via cashrecyclers, ATMs and/or Automated Banking Machines. Ensure customertransactions are processed in keeping with all compliance, regulatory andprocedural requirements. Adhere to establishedsafety and security protocols. Adhere to establishedcash handling and check cashing procedures. Performs other duties asassigned by Financial Center Manager. Relationship Banker II -above accountabilities plus: Ensure the needs of thecustomer are being meet and assisting them with deepening therelationship by cross-selling and referring to partners when financialneeds are identified such as Business Banking, Mortgage (real estatesecured & portfolio mortgages), Merchant Services, Wealth Managementor Treasury Management.
Effectiveuse of all applications and systems utilized in the banker role. Relationship Banker III- above accountabilities plus: Expert in processing allconsumer loans including Home Equity Loans and Lines of Credit fromapplication to closing. Demonstrate high proficiency in first contactresolution for issues with banking services and accounts. Expertin all applications and systems utilized in the banker role.
Actsas a mentor for colleagues and supports branch leadership activities. Abilityto provide coaching and instruction to others on complex mattersinvolving high levels of detail. Competencies and Skills: Effective Communication Cultural Intelligence Team Engagement Self-Development Work Experience Requirements: Relationship Banker I: Previous retail or consultative sales experience. 4-year degree and/or equivalent combination of education and work experience in retail sales and service. Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals.
Experience in the use of personal computers, Microsoft Word, Excel and Outlook. Relationship Banker II: 1-2 years of retails banking or financial services experience. 4-year degree and/or equivalent combination of education and work experience in retails sales and service in lieu of retail banking and financial services experience. Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals utilizing the consultative sales approach. Experience in the use of personal computers, Microsoft Word, Excel and Outlook.
Relationship Banker III: 2+ years of retail banking or financial services experience. 4-year degree and/or an equivalent combination of education and work experience in retails sales and service in lieu of retail banking and financial services experience. Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals utilizing the consultative sales approach. Experience in the use of personal computer, Microsoft Word, Excel and Outlook. Education Requirements: High School diploma or equivalent. Some college-level coursework is desirable. Other Qualifications: Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation Z.
Completion and successful passing of pre-employment testing. Other Requirements: Work involves sitting, extended periods of standing, occasional walking and lifting up to 50 pounds. Requires close visual acuity. Occasional travel within a geographic area may be required. We're a culture that offers resources to benefit your overall health and well-being: Employee Impact Groups Career Development and Mentorship Programs Generous paid time off, minimum 4 weeks Employee recognition, awards, and events Free vision insurance Retirement matching Tuition reimbursement This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job.
Duties, responsibilities, and activities may change at any time with or without notice. Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, interaction, interactionual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status.
Member FDIC
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and
over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect
customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.
Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.
Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem. org/SAFE/Pages/default. aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
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): bilingual: Spanish REQUIRED--- 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
Essential Job Duties and Responsibilities: Processes financial transactions promptly and accurately Prioritizes client needs and provides exceptional customer service Communicates professionally with all clients and colleagues Upholds understanding of all banking products and services, along with company systems and procedures Participates in job specific training, various bank training programs, and complies with BSA, AML and all bank policies and procedures as required Other duties as assigned Qualifications Minimum Qualifications: A self-starting team player with high school diploma or GED Prior Teller or cash handling experience preferred Ability to maintain high level of confidentiality
is required Computer proficiency and familiarity with Microsoft programs Strong written and oral communication skills are necessary Must be comfortable working in a fast-paced environment with handling frequent interruptions and little to no supervision Must be able to handle the physical aspects of the job, which include standing for most of the workday and maneuvering weight up to 60 pounds Must be able to work flexible hours and/or extended hours as business requires First United Bank is an equal opportunity employer.
All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status.
PERFORM THIS JOB: A Customer Service Representative (CSR) is considered a critical link between the bank and our customers and plays a vital role in the branchs success.
A CSR is responsible for providing exceptional customer service, including sales.
