and communicate with customers to recognize cross-selling opportunities Identify and resolve customer issues as well as resolve or escalate issues referred by the office team Assist with implementation of Northwest's strategic business plan and marketing initiatives Maintain community presence and involvement Cross train on additional responsibilities such as being on the Teller line Educate and/or refer Northwest solutions that meet our customer/client needs through the Northwest 360 model - bank, borrow, invest, and insure Contribute to the overall sales performance of the office team Assist the Manager in all phases of office operation including opening, processing, and maintaining customer
accounts, and completing Audit Certification requirements Originate and process consumer loan requests Knowledge of all job related operating systems including Teller, Platform, and Lending Systems Review and monitor daily scorecard Supervise and guide the office's success of operations and audit Supervise vault operations and procedures Participate in regular office meetings Attend educational/training seminars as needed Able to work evening hours and weekends as scheduled or assigned Conduct outbound business calls/referrals on a regular basis Knowledge of all job related operating systems and Northwest products and services Ensure compliance with Northwest's policies and procedures, and Federal/State
regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment KNOWLEDGE, SKILLS, AND ABILITIES: Ability to establish effective working relationships among team members and participate in solving problems and making decisions Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education: High School Diploma or Equivalent preferred Work Experience: 3 - 5 years Banking and/or Retail Experience preferred Cash Handling Experience preferred Consumer Lending Experience preferred Customer Service Experience preferred #LI-RM1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Responsible for establishing and maintaining lasting customer relationships, customer rapport and trust. Identify the needs of customers for a variety of general banking services through a proactive, needs-based sales approach. Acts as the primary bank liaison to the customer for meeting their financial needs and goals.
Responsible for sales, service and operational functions in a branch. Work schedule may include weekends and evenings. All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cyber security, and risk management best practices, as well as complying with all applicable laws, regulations, and
organizational policies. Responsibilities: include but are not limited to the following. Other duties may be assigned. Develop and maintain customer relationships by calling on customers, identifying prospects, establishing suitable methods of contact and determining appropriate products and/or services.
Recognize and pursue opportunities to cross-sell banking products and services to new and existing customers by backssing the customer's needs and being knowledgeable of the features and benefits of the products. Facilitate a sales culture within the branch facility. Meets or exceeds established sales goals. Represent the bank in a positive, courteous and professional manner. Provides
excellent personal customer service to all internal and external customers.
Assist customers with questions, concerns, and explanations of bank products or services offered. Refers customers to other departments as appropriate. Provide direct customer service by answering a variety of questions in regard to accounts (e. g. opening and processing new deposit accounts, account balances, transfers, etc. ). Ensure proper functioning of day to day operations, including opening and closing procedures, vault activities, cash levels and inventory supply as needed. Perform routine teller transactional services following procedures such as receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, examine checks for endorsement and negotiability, and enter transactions into bank records via an on-line teller terminal, cash checks and pay money from savings and checking accounts upon verification of signatures and customer account balances, inspect all checks, bonds, money orders, savings withdrawals, and other documents to determine their negotiability, receive payments for loans, perform ATM, Cash Dispenser/Recycler balancing as needed.
Initiate or respond to customer written communication as needed. Take ownership of customer service issues through critical thinking and problem resolution skills.
Maintain a working knowledge of various departments and colleagues to direct customer requests and inquiries. Follow policies and procedures, complete administrative tasks correctly and on time, contribute to the overall profitability of the Bank through cost controls and expense monitoring. Maintain adequate working funds as required by bank policy. Verify and balance assigned cash drawer as appropriate with a minimal level of variance. Keep cash drawer balance below maximum limit. Maintain customer confidence and protects bank operations by keeping information confidential.
Maintain the highest level of confidentiality with all information obtained. Assume responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. Qualifications and Skills: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education/Experience: High School diploma or equivalent. Minimum of one year of relevant experience. Bachelor's degree in related field preferred. Strong knowledge of bank products and services. Strong sales and relationship building skills. Knowledge/Skills/Abilities: Ability to promote, sell and cross-sell bank products and meet referral goals. Must have professional and personable presentation with ability to maintain a high level of energy. Strong organizational skills and attention to detail. Strong customer service orientation.
Ability to problem solve, prioritize tasks and meet required deadlines. Ability to think critically and use good, sound judgment in decision making. Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management. Ability to define problems, collect data, establish facts and draw valid conclusions. Must understand and comply with company policies and procedures. Ability to maintain a friendly, helpful and courteous attitude when working with customers or co-workers under diverse conditions. Ability to accurately and quickly complete standard mathematical calculations.
Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations. Ability to use a calculator, computer and applicable software. Ability to use Microsoft Internet Explorer and Microsoft Office programs, specifically Word, Outlook and Excel. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must have the ability to lift and carry 25 pounds for a distance of 50 feet. Intent and Function of Job Descriptions: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills or working conditions. The duties and responsibilities enumerated are essential job functions except for those that begin with the word " May. " Banterra promotes an Equal Employment Opportunity workplace which includes reasonable accommodation of otherwise disabled applicants and employees.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. Banterra maintains its status as an at-will employer. Banterra bank is an Equal Opportunity/Affirmative Action employer.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, interactionual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law. Apply for this Position Apply with Indeed //below URL is also hard code in " Career Site Security Header Filter. java" (function() {window. Indeed Applyfunction(f, g){function h(){var a=c. get Element By Id(" indeed-apply-js" ). attributes(" data-indeed-apply-qs" ), b=" "a&&" "=a.
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profitability, growth, and service objectives.
The teammate provides the highest quality of service to every customer. Independent judgment is required to plan, prioritize, and organize diversified workload. Essential Functions: Develop new commercial loan business relationships by calling on potential customers to promote the Bank's products and services, and to achieve profit and growth objectives Administer a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures in order to achieve profit and growth objectives Determine the credit worthiness
of borrowers by making sound analysis of their financial condition, ability to repay the loan and the potential of their collateral value in accordance with established policy and procedure in order to ensure a portfolio of commercial loans that meet the Bank's quality standards Monitor loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems, and also requesting or (when appropriate) waiving a request for financial statements in accordance with established policies, procedures and regulations, in an accurate and timely manner, in order to reduce the risk the Bank might incur from collateral deterioration or borrowers' inability
to pay Prepare commercial loans for presentation in compliance with bank regulations; present loans that are above the teammate's lending limit to the loan committee or officer with higher lending limits in a manner which facilitates complete understanding of all elements of the loan in order to ensure compliance with regulations and enhance the ability to make sound credit decisions Ensure that loans are properly documented in accordance with approval terms Review individual loans to test the accuracy of the risk rating and the rating would change as needed to comply with loan policy Work with Treasury Management and other areas of the Bank to cross-sell and services other Bank products Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business Cultivate relationships with clients and prospects through regular contact, client events and Bank entertainment opportunities (during normal business hours as well as after hours), and routine follow up Comply with all banking regulations and our own Bank policies and objectives Perform required Bank-wide compliance training with specific timeframes Required Qualifications: Bachelors' degree in business or banking, or equivalent educational experience Proven middle market lending knowledge and formal commercial credit training required Ten-plus years of successful lending and business development experience Knowledge of banking laws and regulations Personal involvement in community and civic activities Excellent communication and customer service skills, exhibiting a high degree of professionalism Excellent interpersonal skills, with the proven ability to interact effectively with diverse individuals from diverse backgrounds Experience with and good working knowledge of standard computer applications, including Microsoft Outlook, Word and Excel
as well as with Bank regulatory requirements. Essential Functions: Assists in opening and closing accounts, maintains regular client contact, and responds to client questions (both written and oral) in a timely manner, ensuring superior service levels Analyzes and researches account matters and makes recommendations to the client and/or Trust Officer as appropriate Coordinates and processes bill payment, disbursements, checks, transfers, wires, and deposits to and on behalf of clients, consistent with account documents May assist with discretionary distribution process with Trust Officer guidance Assists with the preparation of administrative, real estate, and unique asset reviews, and related
committee follow-up tasks Coordinates payroll for employees of clients, interacting with external vendors as appropriate Prepares quarterly tax estimates and processes real estate tax payments for client accounts Creates client correspondence, spreadsheets and reports as needed, including follow-up lists for committees and special projects as appropriate Participates in client meetings as necessary In consultation with Trust Officer, may refer to trust agreements and related documents for trust administration purposes Monitors accounts on a daily basis for cash overdrafts and assists Trust Officer in forecasting client cash needs for distributions Assists with receipt, set-up and release of client
assets Complies with all banking regulations and our own Bank policies and procedures Performs miscellaneous administrative functions, including but not limited to reviewing daily mail, coordinating client correspondence and special mailings, photocopying, filing, document retention, and compiling marketing materials Provides critical back-up for other Client Support Managers within department May participate in committees, sub-committees, panels, and other work groups as appropriate.
Required Education, Experience and Skills: High School diploma or equivalent One year experience as a trust assistant and/or Minimum of two years' experience in an administrative role supporting client service professionals; a minimum of two years banking experience and/or supporting personal trusts preferred Proven written and verbal communication skills, with strong emphasis placed on responsiveness and customer service skills Excellent interpersonal skills, exhibiting a high degree of professionalism Strong team orientation and demonstrated work ethic High degree of accuracy and attention to detail Excellent problem-solving skills and ability to make decisions to resolve problems Strong organizational and time management skills Computer proficiency, including proven mastery of Microsoft Word and Excel, virtual meeting software
customer service to all clients all the time Comply with all banking regulations and our own Bank policies, procedures and objectives Maintain proper procedures and security controls to protect against criminal and fraudulent activity and unnecessary risk or exposure, including but not limited to following Bank policies and procedures to ensure confidentiality and obtaining all proper identification on telephone and electronic inquiries Provide clients with accurate account, product or service information Process checking and savings transactions, negotiable instruments (i.
e. official checks, money orders and traveler's checks), loan payments and safe deposit box rental payments in a
timely, accurate manner Maintain basic knowledge of Bank services and products Evaluate customer product/service needs to ensure client satisfaction and refer any transactions to appropriate departments as needed Balance transactions at end of day and verify cash totals Maintain working knowledge of the branch capture system Requirements: High School Diploma or equivalent Minimum of six months cash handling experience required; bank experience preferred High degree of accuracy and attention to detail Excellent communication and customer service skills, exhibiting a high degree of professionalism Excellent interpersonal skills, with the proven ability to interact effectively with individuals from diverse backgrounds Basic computer proficiency and terminal knowledge Ability to interpret data and identify problems
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
and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in achievement of results, and the opportunity for growth with the Centra Family.
Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you. Centra Credit Union has an exciting opportunity for a motivated professional
to join our team as a full-time Relationship Advisor I, at our Corydon, IN. location. The minimum starting wage for this opportunity is $22.15 per hour.
The Relationship Advisor is responsible for engaging Members in meaningful conversations and advising on lending and financial products and services to create value. A Relationship Advisor will perform at a high level of competency in educating and counseling on financial solutions. This position will perform Member account transactions to fulfill periodic need in Retail Operations and contributes to the safety and security of the branch in compliance with policy and procedure. The position has a Learning Path to develop and grow their
skills while transitioning from a Relationship Advisor I through Relationship Advisor III role.
Team Members can reside in a Relationship Advisor III role or continue to pursue further development in Retail Operations or another career path. ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform. Creates value by engaging Members during discussion and transactions while educating and advising Members on products, services, and lending. Proactively engages with Members in problem solving, providing immediate and thoughtful consultation for tailored solutions.
Ensures own accountability for subject matter expertise in products and services, problem solving and financial literacy to continually grow skills required for Member engagement. Engages in required Learning Path for continued development and growth and obtains Centra certification. EDUCATION & EXPERIENCE - (EQUIVALENT COMBINATION OF EDUCATION & EXPERIENCE WILL BE CONSIDERED): High School Diploma or General Education Diploma (GED) A minimum of one year up to three years of similar or related experience, including preparatory experience. Centra Credit Union is an Equal Opportunity Employer.
Education Required High School or Equivalent or better Equivalent combination education & experience or better Preferred 3-5 years related experience or better Licenses & Certifications Preferred Nation Multistate Licensing
provide a service that exceeds the client's expectations. Our passion is to share in our client's vision for their site. Then, by employing our collective talents and resources, we develop landscape designs that go beyond expectations. After taking the effort to study the site, we understand its potential and respect its constraints.
The Landscape Designer/Garden Designer will be an integral member of our collaborative Landscape Architect team to create, develop, and execute designs for truly distinctive outdoor spaces per client request. Landscape Designer/Garden Designer utilizes design software to create plans. Landscape Designer/Garden Designer will create construction estimates and
client proposals; identify, select and coordinate vendors and material. Acts as internal quality control to ensure a superior product is delivered to our clients.
Duties/Responsibilities: Create planting designs for clients Develop seasonal plans and collaborate in procurement of plants Participate in conceptual design through team Charette Development of Auto CAD plans based on conceptual design Creation of graphic presentation for client communication Identify, select, and coordinate materials, vendors, and subcontractors Internal quality control for installation Develop estimates and client proposals Requirements: Required Skills/Abilities: Knowledge of Planting Specification & Design,
Standard Construction Details & Industry means/methods, preferred Must be willing to engage in client communications and interaction Eager to learn and develop new skills, including budgeting and estimation Confidence in hand and computer-generated graphics Proficient in Auto CAD/2 D drafting and 3 D modeling software (Sketchup), Adobe Suite Desire to work as part of a dynamic team and develop personal and team goals Creative problem-solving skills and critical thinking Education and Experience: Bachelor's Degree in landscape architecture, architecture, or design field 1-2 years' experience in Landscape Architecture or design firm, preferred 1-2 years' experience in Planting Design, preferred Landscape Architecture license, preferred Physical Requirements: Frequent sitting at a desk and working on a computer.
Frequently operates a computer and other office machinery Frequent walking, standing, climbing stairs, squatting on uneven terrain Must be able to occasionally move up to 15 pounds Frequent work outdoors and subject to extreme heat/cold and other weather elements. Required Skills/Abilities: Knowledge of Planting Specification & Design, Standard Construction Details & Industry means/methods, preferred Must be willing to engage in client communications and interaction Eager to learn and develop new skills, including budgeting and estimation Confidence in hand and computer-generated graphics Proficient in Auto CAD/2 D drafting and 3 D modeling software (Sketchup), Adobe Suite Desire to work as part of a dynamic team and develop personal and team goals Creative problem-solving skills and critical thinking Education and Experience: Bachelor's Degree in landscape architecture, architecture, or design field 1-2 years' experience in Landscape Architecture or design firm, preferred 1-2 years' experience in Planting Design, preferred Landscape Architecture license, preferred Physical PIfa For more details: jobs-search.
org/architecture-construction_indianapolis-c430611/landscape-designer-garden-designer-indianapolis_i1978814403
