functions, cross sells bank products and services and directs customers to the appropriate personnel for further assistance. Additional responsibilities: Opens deposit accounts, consumer loans, and ancillary 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.
Researches and resolves customer service issues as well as outages in the bank Monitors and makes good decisions regarding customer account management in order to minimize risk to the bank
from charge-offs, overdrafts, and other transaction risk Builds a relationship with customers, acting in a consultative role and establishing a follow-up plan to ensure the continuing relationship and enhance customer retention Position subject to SAFE Act registration requirements Requires work on physical bank premises Qualifications: High school diploma or GED2-3 years account opening and consumer lending Paying and receiving experience preferred Experience in a regulated environment preferred Skills: Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions Work occasionally requires more than
40 hours per week to perform the essential functions of the position Lifting in an office setting may be required up to 30 lbs.
Ability to move quickly between multiple work stations 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.
manages credit relations with new and current leasing customers within defined territories and products. Is assigned the largest or most complex relationships. Provides assistance or training to lower level or new leasing representatives. 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: Initiates contacts for developing new sources of business. Cultivates and maintains relationships with numerous sources of new business.
Arranges personal meetings with prospects to explain leasing services, rates, and terms of lease agreements. Interviews prospective lessees to develop background information to determine acceptable credit risk. Communicates subsequent investigation results to lessees and initiates lease contract formation where applicable. Coordinates the appraisal of equipment to be leased with departmental staff to determine acceptable structure, pricing, tax, and residual risks, ensuring that necessary documentation
is complete and accurate. Ensures collateral is evaluated within standard practices.
Prepares market competitive and internally profitable lease quotes by researching market rates, proposing acceptable lease structures, maximizing the use of tax benefits, and insuring sufficient company profitability. Structure, design, and propose viable lease transactions. Work with clients to tailor agreements that meet customer needs from the beginning of the deal to the close. Manage customer relationships on an ongoing basis by monitoring and being proactive with respect to the changing dynamics of the market conditions and competition. Works closely with tax and legal specialists to ensure that lease contracts comply with applicable laws and regulations.
Assumes additional responsibilities as assigned. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelor's degree preferred.7+ years of experience with a finance/leasing company in sourcing, developing, and closing lease transactions. Excellent organizational skills. Independent self-starter and proactive marketer. Ability to build and maintain long-term relationships with lessors and senior level management with appropriate companies in region. Polished professional sales, marketing, and presentation skills.
Excellent oral and written communication skills. Comprehensive financial analysis and financial selling skills (knowledge of FASB 13, cash flow, balance sheet, and profit and loss effects of leasing). Excellent working knowledge of word processing, spreadsheet, and pricing software. Expertise with the HP12C or HP17B calculator. Commercial Equipment Finance Rep IV - Texas LOCATION -- Dallas, Texas 75240Fifth 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.
their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. Gain manager assistance
with any suspicious transactions. Obtain management approval for transactions outside authorized limits. Adheres to all bank compliance, security and operational policies and procedures as well as financial loss standards.
Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. Independently opens personal and commercial customer account relationships displaying full knowledge of products and system. Opens deposit related products including but not limited to IRA, Trust, Business, POA, Estate, etc. Performs changes to existing accounts as requested by the customer. Proven ability to proficiently originate consumer loan applications
independently. Ability to train Tellers or other Universal Bankers on sales and operational duties associated with role.
Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management. If applicable, allows entry of safe deposit box holders. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook. Maintains customer confidentiality. May participate in bank promotions, external community events, and promotional activities. May be required to work in other First Mid Banking centers. Complete other specified duties as assigned. SALES: Develops and maintains relationships with business partners.
Develops and maintains strong relationships with customers. Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Maintain product knowledge of all banking products through training courses, branch meetings, corporate communications, etc. Identifies growth opportunities to make referrals to appropriate business lines. Proven ability to consistently meet or exceed established goals for the position. Qualifications Education: High School Diploma/GED required. Experience: 2+ years experience working in a sales and goal based environment.
1+ year of banking and/or consumer lending experience. Previous sales experience preferred. Successfully completes required compliance and First Mid training curriculum to be proficient in the account opening process. Advancement in this role will be based on management discretion. Skills: Knowledge of banking practices and regulations. Proficient in usage of Microsoft Office and computer application First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, national origin, disability, gender identity, interactionual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Apply for this Position //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.
value&&(b=" &" +a. value); return(" " ). join(" " )}var b=window, c=document, d=document. location. href; b. Indeed Apply=b. Indeed Apply{}; var b=c. body, m=/^/. test(d), k; if(! b)return k=arguments. callee, set Timeout(function(){k(f, g)},100); var d=c. create Element(" div" ), a=c. create Element(" iframe" ), e; d. style. display=" none"b. insert Before(d, b. first Child). id=" indeed-apply-iframe-holder"a. frame Border="0"a. id=" indeed-apply-iframe"a. allow Transparency=" true"d.
append Child(a); try{a. content Window. document. open()}catch(n){e=" javascript: var d=document. open(); d. domain='" +c. domain+" '; "a. src=e+" void(0); " }try{var l=a. content Window. document; l. write(h()); l. close()}catch(p){a. src=e+'d. write(" '+h(). replace(/" /g, '\" ')+'" ); d. close(); '}} (" "" " ); })(); var gnewton On Indeed Apply Click = function() { if (! ('parent IFrame' in window)) return; var initial Height, height = initial Height = height = $n Query('#gnewton Career Body'). height(); var interval = set Interval(function() { var el = $n Query('.
indeed-apply-popup'); if (! (': visible')) { clear Interval(interval); $n Query('#gnewton Career Body'). height(initial Height); } else { height = (height, el. offset(). top + el. height()); $n Query('#gnewton Career Body'). height(height); } }, 100); };
the time within the communities served, while educating and providing tailored solutions t meet the client's needs. Calls the clients (existing and new) to develop new business and/or enhance current relationships Deepens relationships by cross selling additional products and services across all lines of business Develops partnerships internally within other lines of businesses as well as externally; creating strong centers of influence Invest in the communities served; both in time and knowledge Requires work on physical bank premises Requirements: Bachelor's degree in business or banking preferred2 years of formal credit training experience; strong analytical skills; excellent verbal and written
communication Understanding of depository, lending and treasury management solutions Must be fluent in Spanish Skills: Working knowledge of Microsoft Office; moderate math and writing skills; moderate presentation skills; strong follow up abilities Travel to a variety of locations to perform work and/or attend meetings as required Work occasionally requires more than 40 hours per week to perform the essential functions of the position Must be able to travel regularly from location to location Lifting in an office setting may be required up to 30 lbs
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 seasoned Part-Time Client Service Associate (Teller) - 30 Hours to provide top notch customer service to our clients and customers at our Heights-Taylor / 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: Provide full-service banking by accurately processing all financial transactions in a timely manner within established authorized limits, while maintaining
an acceptable balancing record Utilize knowledge of available bank products and services to expand and increase client relationships Identify and address clients' needs by providing a variety of services which may include issuing counter checks, conducting account maintenance, performing money transfers, and receiving loan payments Deliver an exceptional customer experience while uncovering bank products or service needs to make appropriate referral opportunities Explore, identify, and maximize cross-selling of bank products based on clients' needs Perform all duties in compliance with laws, regulations, and bank policies and procedures 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 equivalent 1+ years' experience in banking, cashiering, balancing, customer service, or other directly related experience Working knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking Must have solid balancing and customer service skills Cash handling, customer service, and/or sales experience preferred 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 basic computer skills 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 1:30 p. m. This is a part-time position: 30.00 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 Holidays 401(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.
This role focuses on identifying appropriate treasury management opportunities, soliciting and developing all types of business activity, specializing in treasury management services and participates in the development of overall treasury management objectives, policies and practices.
Essential Functions: Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships. Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing, and servicing the treasury needs of clients. Track client-related issues to resolution, including those handed off to other teams for action and
ensures client issues are resolved appropriately and expeditiously. Escalate issues as necessary with bankers, management, and product/vendor management teams. Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs.
Identify other client banking needs and partner with key stakeholders on cross sell opportunities. Facilitates onboarding of major client relationships or complex industry types. Review sales, service and implementation processes to recommend process efficiencies. Other duties as assigned. Qualifications: A four-year undergraduate degree in business or finance along with direct Treasury Management experience is preferred. Experience
with treasury or cash management, product sales, relationship management, lending or other directly related experience is required.
4+ years' experience preferred. An equivalent combination of education and experience may meet job qualifications. Knowledge of banking, treasury management, banking/treasury products and procedures is required. Local candidates are highly preferred. Requires knowledge of local networks with expertise and pipelines in San Antonio and its surrounding communities. A demonstrated ability to develop and maintain major banking relationships is strongly preferred. 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 Holidays 401(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
paying and receiving functions, cross sells bank products and services and directs customers to the appropriate personnel for further assistance. Additional duties: Opens deposit accounts, consumer loans, and ancillary 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 Researches and resolves customer service issues as well as outage in the bank Monitors and makes good decisions regarding customer account management in order to minimize risk to the
bank from charge-offs, overdrafts, and other transaction risk Builds a relationship with customers, acting in a consultative role and establishing a follow-up plan to ensure the continuing relationship and enhance customer retention Position subject to SAFE Act registration requirements Qualifications: High school diploma or GED; Bachelor's degree in business, banking, or marketing preferred Three years of customer service experience in new accounts and consumer lending Paying and receiving experience in a regulated environment preferred Proven success in establishing new clients and revenue generation; proactive sales experience preferred Experience with working with Home Equity/Refi and HELOC
mortgage loans.
Must be able to meet associated background and credit requirements for registration with NMLS.
Skills: Excellent customer contact skills; strong listening skills; comfortable asking customers questions about their financial situation Working knowledge of Microsoft Excel and Word; basic keyboarding and calculator skills Must be able to do simple math and carry out written instructions Ability to learn products, services and procedures quickly and accurately and explain concepts clearly to customers Ability to work branch hours including Saturday mornings Lifting in an office setting may be required up to 30 lbs. Ability to move quickly between multiple workstations 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.
to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions.
This position, within PNC's Retail Branch Banking Network, is based in Killeen, TX. Bilingual (Spanish) Required Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions
PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect
with customers and position PNC products to meet their needs.
Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - backssing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Competencies Banking Products - Knowledge of and ability to provide products and services available through the retail banking branch.
Digital Awareness - Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation. Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Matrix Management - Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines. Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations. Prospecting. - Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact. Retail Lending - Knowledge of and ability to design and develop retail lending products and services, manage and evaluate operational processes and procedures and ensure compliance with local and company policies. Selling. - Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
Understanding Customer Needs - Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers. Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education No Degree Additional Job Description Benefits PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC. Disability Accommodations Statement: If an accommodation is required to participate in the application process, please contact us via email at xyz X@. Please include " accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.
Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-xyz X and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of race, color, interaction, religion, national origin, age, interactionual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
