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
account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads.
Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank
products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and 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. 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:0Skills 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
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job
profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful
completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex costumer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs May study and test for additional licenses (Series 7 and Series 66) once the minimum licensing requirements are met 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: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s)3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagueinteractioncellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking optioninteractionperience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work holidays and weekends Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period.
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.
This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry. nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting End Date: 21 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-9b03d3fa-8457-4b99-8c67-c81e78d9da62
through answering calls and emails presented to the department via the HELP Line and department mailbox respectively. The incumbent is also responsible for projects that are assigned to the department. Primary Responsibilities: Provides timely and courteous assistance to customer-facing and other Bank-wide staff through the HELP Line and department mailbox by answering rotation queue telephone calls and emails respectively.
Answers questions, provides functional guidance with Premiere Teller and other system actions, researches situations and escalates issues or redirects to another support department. Acts as liaison to branches to resolve issues such as Beneficial Ownership, CIP and
compliance with operational procedures. Reviews customer documentation such as POAs, Trust agreements, Letters of Authority, required business documentation, etc.
Assists in training for customer-facing staff and Bank-wide employees by developing hand-out materials to include screen shots and visuals for product and new software training, drafting communications regarding product, procedure or software for Retail Bank or Bank-wide distribution. Assists in activities affecting physical branches such as de novos, consolidations, closings and branch acquisitions, including contacting vendors, arranging cash deliveries and pickups, updating access to Wells Fargo Foreign Currency Exchange,
training on cash recyclers or other equipment as directed by Supervisor of Retail Support.
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 Detail-oriented Ability to work and multi-task in a fast paced environment 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 Premier Teller, Business Process Manager, Web Director or banking support beneficial, but not required.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/APhysical Requirements or Work Conditions Beyond Traditional Office Work: N/A
and referral programs. Maintain daily transactions and balances, research outages, and balance the drawer in an accurate and timely manner. Follow proper procedures and complete tasks in compliance with banking regulations. Identifies customer needs and develops solutions to exceed customer goals and expectations.
Constructively interacts with co-workers. There are four levels within the Universal Associate role. The Universal Associate I (Teller/New Accounts): Processes transactions and handles cash, vault, ATM responsibilities, etc. as outlined above. Opens and maintains deposit accounts for consumers and businesses. Completes all necessary maintenance on customer accounts. HOURS will average approximately 40 per week. This position is budgeted for 2,080 hours per year.
between branches and a valid U. S. driver's license are required for this role. Our Floating PBAs are eligible to receive compensation for travel time as well as mileage reimbursement. In this role you will get to: Be the first point of contact for our customers when they visit our branch or call the branch for assistance.
Work hands-on with other branch team members to provide an exceptional customer experience. Build relationships with our customers and connect them with products and services that support their financial goals. Help new customers become acquainted with our bank and our services. Perform a variety of day-to-day operational tasks, from basic cash handling to more complex
transactions. Leverage your talents and skill set to help achieve bank-wide goals. Benefits for this Role: This is an excellent opportunity for anyone who would like to begin a career in Banking or Financial Services.
All PBAs begin their employment by completing an in-depth, hands-on training program with our dedicated bank Training Specialist. Ongoing, continued learning and development is always encouraged. We offer a welcoming workplace emphasizing our Core Values of Integrity, Team, Relationships, Community and Growth. Additionally, Reliance Bank is proud to offer a comprehensive benefits package which includes: Annual Bonus Program 11 Paid Holidays Annual Paid Time Off (PTO) Allotment
Gym Membership Reimbursement Employee Wellness Program Mileage Reimbursement Medical, Dental, and Vision Coverage Matched 401(k) Retirement Savings Program Flexible Spending Plans/Health Savings Account Life Insurance Short and Long-Term Disability Career development and learning opportunities Requirements: The right person for this role will have a High School diploma and at least two (2) years' of strong customer service experience.
He/she should possess a general interest in the financial services industry and desire to develop a long-term employment relationship. Other requirements: Passion for problem-solving and working with people Ability to work effectively in a fast-paced, highly collaborative work environment.
Proficient computer knowledge and ability to learn bank-specific software Ability to communicate professionally both verbally and in writing Visual and auditory skills Ability to stand for long periods of time; bend; stoop; and lift items of up to 25 lbs. Reliance Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran.
The right person for this role will have a High School diploma and at least two (2) years' of strong customer service experience. He/she should possess a general interest in the financial services industry and desire to develop a long-term employment relationship. Other requirements: Passion for problem-solving and working with people Ability to work effectively in a fast-paced, highly collaborative work environment. Proficient computer knowledge and ability to learn bank-specific software Ability to communicate professionally both verbally and in writing Visual and auditory skills Ability to stand for long periods of time; bend; stoop; and lift items of up to 25 lbs.
Reliance Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran. PIdbe94-9822
What sets these colleagues apart? You look customers in the eye and greet them in the branch lobby with a smile - just like you would a friend or a neighbor. Whether you're processing transactions or collaborating with your branch team to meet a customer's needs, you provide a memorable, significant experience to every customer, every day.
It takes an upbeat attitude, an ability to listen intently and a desire to get to know your customers - who they are, what they need, which ones want to get in and out quickly vs. those who want to catch up. Using your knowledge of our award-winning mobile app and online banking options, you'll simplify banking for your customers. You will confidently
cash checks, process withdrawals and deposits. You pride yourself in giving every customer the level of care they deserve, including referring them to the right banker who can handle more sophisticated requests.
What you'll do Be the face of Citizens; be professional, friendly and helpful with every interaction Make the first impression to our existing and new customers when they walk into the branch Help customers by showing them how to bank digitally using their mobile device, and empower them to choose how they do their banking including use of online banking and ATMs Be knowledgeable of all Citizens products and benefits so you can educate customers and effectively respond to their
questions and/or concerns Be a lobby leader by welcoming and directing customers to the right colleague who can best address their needs Build relationships by getting to know our customers, enabling you to offer personalized advice and refer them to other partners when needed Make customers feel cared for while you accurately process transactions including deposits, withdrawals and payments Follow all financial policies and procedures including proper cash handling, state and local laws and regulations Take advantage of training and coaching to grow into a Citizens Banker or another exciting role Bring your positive energy and confidence to Citizens and our customers every day What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals.
Colleagues and leadership listen to your ideas and feedback. Commitment to community - You'll thrive in a diverse, friendly and supportive workplace that lets you give back to the community through volunteering and donating to causes that are important to you Recognition & reward - You'll see your hard work rewarded with promotion, growth and new opportunities Training & development - You'll grow your career through training, coaching, career planning and development that will enable you to branch off in any direction your talents and interests take you Exceptional benefits - You'll have access to medical and dental insurance, a 401K with corporate match, tuition assistance and discounts on student loan refinancing.
You'll also get a discount on thousands of gyms, studios and fitness centers. Required Qualifications High School degree or GED Minimum of 6 months experience processing transactions (cash and/or digital payments) in a retail or banking environment.
Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers Strong listening and communication skills Ability to effectively ask questions and identify needs to enhance the customer relationship Commitment to build relationships through in-person customer interactions Ability to problem solve and provide solutions to customer issues Comfortable with using digital technology to support the delivery of business goals Ability to build positive relationships with teammates, business partners and specialists through collaboration Energetic, detail-oriented and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Preferred Skills/Experience Demonstrated stable work history Ideal candidates have 1 year of experience processing transactions (cash and/or digital payments) in a retail or banking environment.
Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings About Us Equal Employment Opportunity At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism.
Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, interaction, interactionual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N. A. and each of its respective affiliates. Privacy Policy
banking relationships with middle market and large corporate customers in and around the region and for the management of a commercial banking team. The incumbent supervises and develops the commercial banking team to maintain and grow the loan portfolio and to develop and enhance customer relationships.
The incumbent builds and maintains a portfolio and client base and develops new business and meets corporate clients' financial services needs. Primary Responsibilities: Establishes banking relationships with middle market and large corporate customers within the assigned geographical location. Builds and maintains a portfolio and client base including new business development and meeting
corporate clients' financial services needs through cross selling and consultation. Develops, maintains and grows own client base. Manages assigned relationship managers.
Works with direct reports to achieve results set forth in the bank's strategic plan. Participates in developing marketing and sales plans with their direct reports. Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and other products and services offered by the corporation. Monitors and proactively manages team and personal portfolio credit quality. Monitors and manages team portfolio reports. Reviews term sheets and previews memorandums and credit packages for approval
and presentation to the loan committee. Maintains team compliance with various operating policies and procedures and regulatory requirements.
Reviews market research on an ongoing basis to determine customer needs, volume potential, competitive strategies, etc. 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 Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS Power Point - Intermediate Level Experience in commercial or business banking. Special Licenses and Certificates: N/A Physical Requirements: N/A
