Location: Charlottesville, VA
Company: Truist
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Identify, develop and maintain a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.
Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of retail products
and services including banking, mortgage, planning, investments, and insurance services to the mass affluent clients. Following is a summary of the essential functions for this job.
Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Serve as the primary point of contact, integration and responsibility for mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.2. Establish and periodically
update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs).4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.
g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners. Provide mentoring to less experienced staff in support of establishing an extraordinarily high level of professionalism, client service and responsiveness.6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.7.
Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. QUALIFICATIONSRequired Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.1.
Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.2. Minimum of two years of experience working with clients dealing with banking, investments, financial planning, or lending.3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date.
Active FINRA licenses must be transferred within 30 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.5. Strong interpersonal, sales and relationship management skills.6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.
Preferred Qualifications:1. Minimum of two years of experience working with mass affluent clients dealing with banking, investments, financial planning, or lending.2. Minimum of two years of retail lending experience.3. Completion of established management or career development program or banking school.4. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).5.
Previous experience using financial planning software. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, interactionual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9adbc7fd-be91-4ce1-866f-7ec49385c6b1
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, and/or 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: 1420 Rolkin Court Charlottesville VA 22911 Posting End Date: 7 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-9affcdd5-f5c6-4c06-975d-a79979d20f8e
in charitable events. Through a comprehensive wellness program, employees and their families challenge themselves to healthier lifestyles and receive the necessary motivation and tools. With over 40 locations in four states, First Community Bank offers competitive benefits and the personal service you would expect from a company that knows your community.
We welcome all applicants and look forward to new colleagues joining our community! Duties: The Head Teller is responsible for cashing checks and disbursing funds after verifying signatures when applicable and sufficiency of funds to support withdrawals. Accept deposits, confirming accuracy of transaction. Prepare, verify, and issue
official checks and loan proceed checks. Prepare, verify, and process deposits from night deposit box, loan payments, withdrawals, currency and coin orders, safe deposit box payments, etc.
Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents. Enter transactions in bank's Teller Capture software with accuracy and precision, recording all transactions and producing customer receipts. Maintain a neat and organized work area that ensures the safety of all negotiables and confidential records. Manage a cash drawer and vault in accordance with operational procedures. Assist Tellers with complex financial
transactions and lead by example. Complete end-of-day balancing of the vault, including completion of the vault currency and coin log with the amounts of physical cash and coin in the vault, entering totals into Silverlake Teller, and completing close out of business day.
Prepare currency shipments and place currency orders each week in accordance with operational procedures. Conduct surprise cash counts on all teller drawers, ATM(s), cash dispenser/recycler and coin machines (if applicable) as outlined in operational procedures. Change bait money straps at time of audits. Ensure float drawers are properly maintained and audited. Qualifications: High school diploma or equivalent Proficient verbal and written communication skills, including excellent telephone etiquette and legible handwriting Active listening skills and ability to ask questions to clarify/determine customer need Ability to maintain composure and professionalism when dealing with upset customers Strong attention to detail Excellent math skills Trustworthiness and ability to act with integrity Be customer satisfaction-oriented with interpersonal skills to contribute to a productive and team oriented work environment Ability to lift up to 25 pounds occasionally and to stand for extended periods of time Ability to travel, as needed One year of cash handling experience preferred Two years of customer service experience preferred
Bank has built relationships with realtors and builders across our vast lending footprint and we continue to build key partnerships and close loans with state-of-the-art technology. We seek loan originators who want to cultivate these relationships, leverage our technology, and work together to grow their business to the next level.
For more information please contact Sarah Helton direct: 847-977-xyz X or xyz X@ What We Offer: Experienced, trusted leadership - CEO is a former Loan Officer and Army Veteran Federal Charter, lend in all 50 states the moment your NMLS is transferred! Personalized & robust marketing support program(s), mobile app, and CRM give Mortgage Bankers the edge they
need to compete and win (Spanish language marketing materials also available! ) Experienced and highly trained operations staff for Processing, Underwriting, Closing (ALL 100% IN HOUSE) Shared or dedicated Loan Officer Assistants for top producers Loan products for every scenario: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM's, Multi-Family, Personal Lending and more!
Secondary Department w/ robust portfolio of investor relationships and direct seller to Fannie Mae, Freddie Mac, Ginnie Mae Regional or dedicated Lock desk support options Coaching programs available to Sales Managers and
Loan Officers looking to grow their business and expand their teams.
Annual Chairman's Club Trips to unique, incredible places like Italy and Peru! Job Requirements: Minimum of 2 years of mortgage lending or retail mortgage banking experience Two or more new purchase loans per month Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants College degree or equivalent work or military experience Knowledge of real estate markets Knowledge of FHA, VA, Conventional and Jumbo loan products preferred Favorable credit history and background check We are seeking experienced Mortgage Professionals with a minimum of 2 years of experience and actively working in the retail mortgage banking industry.
For more information please contact Sarah Helton direct: 847-977-xyz X or xyz X@ Website The Federal Savings 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 Powered by Jazz HR
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
asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads.
Incumbent will adhere to all FNB policies, strategies, programs, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs. Make appropriate recommendations in the selling and cross-selling of Bank products and
services. Identifies and achieves individual weekly sales goals set by the Branch Manager. Incorporate FNB digital products & services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Assists with the management of daily sales activity, assisting with pre-shift sales huddles, and monitoring and measuring sales results. Completes operational duties of branch as assigned by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and
closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F. N. B. Corporation's risk management program. F. N. B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.
Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GEDMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:1Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skillinteractioncellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS Power Point - Basic Level Experience in a related position.
Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A
