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Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. Performs securi

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine

Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. Cross selling and referring bank products such as (depository pr

Associates in this position are expected to manage a team of loan assistants and their day to day activities as well as providing loan support to the appropriate banker or team of bankers. The Loan Assistant Supervisor position provides support to the company's bankers by servicing, maintaining and

The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business

Start your path to becoming a Personal Banker and help drive long-term growth at BOK Financial. The Personal Banker I provides the best client experience possible for BOKF's clients. The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectat

Job Description As a Member Financial Specialist, you’ll help UNIFY’s credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…). We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that! Daily, you will • Listen to understand members’ needs., • Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.)., • Provide solutions based on training and available resources., • Build upon concepts and become a trusted expert., • Have passion to help and compassion to understand., • Competitive pay: Base wage starts at $25 per hour., • A clearly defined career path with promotion opportunities based on your performance., • Three weeks of job-preparedness training, • A leadership team committed to motivation and a positive environment., • A culture of inclusivity, belonging and fairness, • Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives, • Passion for helping people and an empathetic ear to our member’s needs., • Thirst for knowledge and desire to grow., • Ability to build relationships with credit union members and teammates., • Willingness to make outbound follow-up calls to credit union members., • Ability to change in daily tasks, procedures, and workspace., • High school diploma or equivalent, • Computer experience, including ability to type documentation while listening and engaging. Overview: UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed. Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution. Essential Duties & Responsibilities: • Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis., • Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting., • Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans., • Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines., • Performs functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies, procedures and guidelines., • Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting financial needs analysis., • Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results., • Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales., • Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards., • May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business., • Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately., • Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed., • Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements., • Participates in the opening and closing of the branch and may oversee operations in the absence of the manager., • Is an advocate and subject matter expert on digital banking options for members., • Becomes a Notary Public to service member needs., • Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs., • Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs., • Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service., • Strong customer/member service skills., • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate the benefits., • Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution., • Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications., • Requires lending certification or the willingness and aptitude to gain certification within three months of hire At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. Competitive Compensation and Excellent Benefits Package* Includes: Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation. UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the effective and professional performance of financial service functions. • Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans., • Answers questions and solves problems for clients by listening, collecting data, and securing answers., • Profiles clients to identify sales opportunities., • Resolves client requests and questions promptly, courteously, and professionally., • Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested., • Maintains privacy of customer account information., • Assists area personnel as required., • Keeps Banking Center Manager informed of area activities and significant problems., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit., • Review new account and data entry, as needed, to ensure accuracy., • Supporting Treasury Management with new accounts and services for clients., • Actively and professionally sells Bank products and services. Responsible for meeting sales production goals., • Performs related clerical duties as needed. Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. Good business relations exist with clients. Client problems and questions are courteously and promptly resolved. Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities. Required reports and records are accurate, complete, and timely. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals. The Bank’s professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: General Customer Service experience preferred. Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. Monday - Friday: 7:00AM - 6:00PM Saturday: 9:00AM - 1:00PM 40 hours per week.

Job Description External Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross sell bank products and services. Has extensive knowledge of all deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Assumes responsibility for the effective and professional performance of financial service functions., • Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans., • Answers questions and solves problems for clients by listening, collecting data, and securing answers., • Profiles clients to identify sales opportunities., • Uses lead lists and other strategies to develop methods of generating additional business., • Assumes responsibility for establishing and maintaining effective, professional business relations with clients., • Resolves client requests and questions promptly, courteously, and professionally., • Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested., • Maintains privacy of customer account information., • Maintains and projects the Bank’s professional reputation., • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management., • Assists area personnel as required., • Keeps Banking Center Manager informed of area activities and significant problems., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit., • Review new account and data entry, as needed, to ensure accuracy., • Supporting Treasury Management with new accounts and services for clients., • Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review., • Assumes responsibility for related duties as required or assigned., • Actively and professionally sells Bank products and services. Responsible for meeting sales production goals., • Performs related clerical duties as needed., • Ensures that work areas are clean, secure, and well maintained. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. PERFORMANCE MEASUREMENTS • Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Good business relations exist with clients. Client problems and questions are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals., • The Bank’s professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding the Caller Identification Process and Secure code – training offered by Training Department BPM Training, I, II, III and IV Understanding when to use DocuSign – Training DocuSign forms and templates Open Consumer Checking and Savings Accounts Open Commercial Checking and Saving Accounts Issue Debit Cards Complete requested customer file maintenance Clear DDA exceptions – clear timely Input debit card disputes Offer bank products to customers – cross sell Credit Cards Check orders – Harland check order training Wire transfers domestic – introduction to wires and domestic wire training Denial exceptions – clear timely Missing signature cards – clear timely Identify fraud situations – Risk Management I, II and III Assist on teller line, if applicable Close accounts Service charge waivers – needing approval – weekly report Additional duties as assigned by Banking Center Manager Online banking Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. Monday - Friday: 7:15 AM - 6:15PM. Saturday: 8:45AM - 1:15PM.

Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. Relationship Banker, you will play a key role in.

This is a detailed description of the job role.It includes the responsibilities, requirements, and other important information about the position.The content is formatted to be clear and easy to read.The job is located in the specified area.It is an opportunity for individuals who meet the outlined

Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

As a Personal Banker within PNC's Coit Road branch, you will be based in Richardson, TX. 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.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.You'll have the opportunity to build lasting relation

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

As a Virtual Banking Assistant II in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Speciali

Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts. Master an

At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers.

Accountable for the personal achievement of monthly new account production as assigned by upper management.

Member Financial Specialist, you'll help UNIFY's credit union members safeguard their assets!.At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.As a Credit Union we are not driven by profit margins and stock pric

As a Commercial Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Commercial Bankers develop and maintain an active prospect list, customer outreach plan and quality

All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role. As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships

The Small Business Banker is responsible for driving net customer growth through the overall attraction, expansion, retention including servicing of small business relationships.

As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions.

Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed.Promote and maintain positive relations with all contacts, customers and potential customers.Perform as a team member in allocating and coordinating

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine

Relationship Banker I/II/III - Dallas Financial Center. The Relationship Banker is responsible for delivering an exceptional banking experience that results in lasting customer relationships. Work collaboratively with Broadway bankers and LOB partners to connect customers with the right expertise fo

The Senior Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature.

Position: Private Banker IV - Dallas | Division: Private Banking | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm.

Relationship Banker I/II/III - Bulverde Financial Center. The Relationship Banker is responsible for delivering an exceptional banking experience that results in lasting customer relationships. Work collaboratively with Broadway bankers and LOB partners to connect customers with the right expertise

The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors and developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth

The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business

The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business.

Citi Private Bank - Uhnw Private Banker - Director / MD. Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to client

Serves customers by providing trusted banking advice, processing a variety of banking transactions, opening new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the sup

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an

Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.Evaluate new and existing customer relationships and recommend bank products and services to support their financial success.Follow established pol

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

The Private Banker II manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-te

Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients.

The Community Banker creates and develops long lasting relationships with business owners and centers of influence within the ANBTX communities by understanding the client's needs, industry and by providing meaningful and personalized service and recommendations.

Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients.

You're an experienced mortgage banker with an established client base who isn't afraid to generate new business. Our Mortgage Bankers change people's lives!. The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans thr

Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients.

To a lesser degree, the Senior Mortgage Banker responds to correspondent and mortgage bankers' inquiries in the region to provide the same loan products to the general market beyond KeyBank's existing clients. About The Job: The primary role of the Senior Mortgage Banker is to originate long-term, m

Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.Follows established policies in accordance w

As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions.