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Personal Banker jobs at Gateway First Bank

- 156 jobs
  • Personal Banker II

    Gateway First Bank 4.4company rating

    Personal banker job at Gateway First Bank

    The Personal Banker II is responsible for consistently exhibiting an excellent first impression to all customers and guests of the bank as the primary point of contact. Maintains strong customer relationships while meeting customers' needs, handling customer transactions. Personal Banker II ESSENTIAL FUNCTIONS (RESPONSIBILITIES): • Performs excellent customer service when meeting customers and potential customer's needs and assisting all patrons of the bank to leave a positive impact with each encounter. • Greets customers and facilitates a welcoming and customer-focused environment. • Builds and maintains relationships with customers to help identify financial products and services that meet their personal and business needs. • Assists customers' accounts with selection of all financial services including online banking, BillPay, E-statements, mobile and ATM deposit capabilities. • Processes customer transactions efficiently and accurately in a fast-paced environment. • Balances and settles cash drawer in conjunction with proofing transactions. • Resolves customer issues and inquiries. • Ensures compliance with all bank policies and procedures, state and federal banking regulations, internal security procedures and policies. • Maintains knowledge of all Gateway First Bank deposit and lending products, and services. • Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules. • Performs related responsibilities as required or assigned.
    $24k-28k yearly est. 1h ago
  • Universal Banker II

    Peoples Bank 4.5company rating

    Vienna, WV jobs

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, and 2023 Top Workplaces USA national award in 2022, 2023, and 2024 Newsweek's America's Best Banks 2023, and 2024 Newsweek's America's Greatest Workplaces for Women 2025 U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose The position provides excellent service to customers in accordance with Peoples Bank policies. Will open deposit accounts, handle CSR transactions, sell/cross sell bank products and services, generate and execute consumer loans, and resolves customer service issues. This position engages in sales and service activities in branch locations. Contribute directly to the success of the banking center by recognizing and uncovering opportunities to make sales referrals on products and services. This position will also refer customers to the appropriate source or channel to address their need. Job Duties Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. Will be responsible for processing complex multi-step transactions. Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue based meetings where other needs can be uncovered. Consistently meeting or exceed sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers. Consistently completes required training for all bank and branch policies and procedures. Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization. Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Follow operational standards regarding security, risk management, and compliance. Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the Salesforce. Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities. Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. Responsible for meeting Retail Branch Standards which includes dress code. Will perform special projects as assigned. Education, Experience and Job Skills: High School Diploma or GED; Minimum 1-year work related experience in customer service. Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel). Excellent verbal and written communication skills. Positive and professional attitude. Proven Team Player. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc based upon the branch set up. Must be able to lift up to 25 lbs. consistently Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Must be able to pass background and credit standards to hold NMLS credentials. Trustworthy and confidential behavior is essential in this role. Basic Qualifications: High School Diploma or GED. Minimum 1-year work related experience in customer service. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. Must be able to lift up to 25 lbs. consistently. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
    $31k-37k yearly est. Auto-Apply 60d+ ago
  • Universal Banker I - Teller

    Peoples Bank 4.5company rating

    New Martinsville, WV jobs

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, and 2023 Top Workplaces USA national award in 2022, 2023, and 2024 Newsweek's America's Best Banks 2023, and 2024 Newsweek's America's Greatest Workplaces for Women 2025 U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position will be responsible for providing excellent service to our customers in accordance with Peoples Bank policies. Will have the ability to open deposit accounts, process complex multi-step teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner. This is a sales and service role and is vital in helping the branch obtain goals, while providing industry leading customer service. Job Duties Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Will be responsible for processing complex multi-step teller transactions. Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals. Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce. Consistently meeting or exceeding sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult. Will be responsible for following operational standards regarding security, risk management, and compliance. Consistently completes required training for all bank and branch policies and procedures. Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. Responsible for meeting Retail Branch Standards which includes dress code. Will perform special projects as assigned. Education, Experience and Job Skills High School Diploma or GED. Minimum 1-year related work experience in customer service. Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel). Excellent verbal and written communication skills. Positive and professional attitude. Proven team player. Trustworthy and confidential behavior is essential in this role. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. Must be able to lift up to 25 lbs. consistently. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications High School Diploma or GED. Minimum 1-year related experience in customer service. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. Must be able to lift up to 25 lbs. consistently. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet;If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries
    $31k-37k yearly est. Auto-Apply 21d ago
  • Universal Banker I - Teller

    Peoples Bancorp Inc. 4.5company rating

    New Martinsville, WV jobs

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, and 2023 * Top Workplaces USA national award in 2022, 2023, and 2024 * Newsweek's America's Best Banks 2023, and 2024 * Newsweek's America's Greatest Workplaces for Women 2025 * U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position will be responsible for providing excellent service to our customers in accordance with Peoples Bank policies. Will have the ability to open deposit accounts, process complex multi-step teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner. This is a sales and service role and is vital in helping the branch obtain goals, while providing industry leading customer service. Job Duties * Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. * Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. * Maintain a position of trust and responsibility by keeping all customer business confidential. * Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. * Will be responsible for processing complex multi-step teller transactions. * Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. * Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals. * Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce. * Consistently meeting or exceeding sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. * Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult. * Will be responsible for following operational standards regarding security, risk management, and compliance. * Consistently completes required training for all bank and branch policies and procedures. * Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. * Responsible for meeting Retail Branch Standards which includes dress code. * Will perform special projects as assigned. Education, Experience and Job Skills * High School Diploma or GED. * Minimum 1-year related work experience in customer service. * Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. * Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel). * Excellent verbal and written communication skills. * Positive and professional attitude. * Proven team player. * Trustworthy and confidential behavior is essential in this role. * Daily reliable transportation. * Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. * Must be able to lift up to 25 lbs. consistently. * Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications * High School Diploma or GED. * Minimum 1-year related experience in customer service. * Daily reliable transportation. * Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. * Must be able to lift up to 25 lbs. consistently. * Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries
    $31k-37k yearly est. 60d+ ago
  • Virtual Banker

    Peoples Bank 4.5company rating

    Huntington, WV jobs

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, and 2023 Top Workplaces USA national award in 2022, 2023, and 2024 Newsweek's America's Best Banks 2023, and 2024 Newsweek's America's Greatest Workplaces 2024 and 2025 U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: The primary purpose of this role is to provide comprehensive relationship management for an assigned portfolio of business customers, including oversight of business term loans, real estate loans, line of credit, and depository accounts. The position is responsible for ensuring the health and performance of the portfolio through proactive delinquency management, timely processing of loan renewals and extensions, and coordination of loan modifications within established bank policies. The role also includes managing depository overdrafts, supporting the maintenance of specialized loan portfolios, and working collaboratively with Retail Branches and internal departments to negotiate and process all necessary loan and depository documentation. Job Duties: Direct management of an assigned portfolio of business customers. This portfolio includes business term loans, business real estate loans, lines of credit, and depository accounts. Perform delinquency management of assigned portfolio including out-bound telephone contacts and email communication, as well as coordinating additional collection activities with other partners within Credit Administration. Management of loan maturities to ensure on-time processing of all related renewals and extensions. Facilitate all requests for modifications of existing loans within the guidance of specified bank policies and procedures. Depository overdraft management for assigned deposit accounts. Assist in maintenance and management of specialized loan portfolios housed within the Business Loan Group. Work with a team of Retail Branches to assist in the negotiation of any depository or loan documents that will need processed for the assigned portfolio of business customers. Work with multiple internal departments to smoothly process all required documentation to effectively manage the assigned portfolio. Will perform special projects as assigned. Education, Job Skills and Qualifications: Bachelor's degree required. Specialization in accounting, finance, or economics preferred. 1-3 years of experience in business or commercial lending required. Analytically minded - ability to evaluate financial statements, business and personal tax returns, and interpret results and reach conclusions. Strong verbal and written communications skills. Strong problem solving and conflict resolution skills. Strong interpersonal skills. Highly organized and attentive to detail. Proven ability to exercise discretion and sound judgement. Proven ability to effectively communicate viewpoint and make independent decisions. Ability to understand and apply bank's credit policy. Proficient with Microsoft suite of products, especially Excel, nCino experience a plus. Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. Team player. Basic Qualifications: Bachelor's degree. 1-3 years of experience in business or commercial lending required. Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
    $79k-142k yearly est. Auto-Apply 60d+ ago
  • Virtual Banker

    Peoples Bancorp Inc. 4.5company rating

    Huntington, WV jobs

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, and 2023 * Top Workplaces USA national award in 2022, 2023, and 2024 * Newsweek's America's Best Banks 2023, and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: The primary purpose of this role is to provide comprehensive relationship management for an assigned portfolio of business customers, including oversight of business term loans, real estate loans, line of credit, and depository accounts. The position is responsible for ensuring the health and performance of the portfolio through proactive delinquency management, timely processing of loan renewals and extensions, and coordination of loan modifications within established bank policies. The role also includes managing depository overdrafts, supporting the maintenance of specialized loan portfolios, and working collaboratively with Retail Branches and internal departments to negotiate and process all necessary loan and depository documentation. Job Duties: * Direct management of an assigned portfolio of business customers. This portfolio includes business term loans, business real estate loans, lines of credit, and depository accounts. * Perform delinquency management of assigned portfolio including out-bound telephone contacts and email communication, as well as coordinating additional collection activities with other partners within Credit Administration. * Management of loan maturities to ensure on-time processing of all related renewals and extensions. * Facilitate all requests for modifications of existing loans within the guidance of specified bank policies and procedures. * Depository overdraft management for assigned deposit accounts. * Assist in maintenance and management of specialized loan portfolios housed within the Business Loan Group. * Work with a team of Retail Branches to assist in the negotiation of any depository or loan documents that will need processed for the assigned portfolio of business customers. * Work with multiple internal departments to smoothly process all required documentation to effectively manage the assigned portfolio. * Will perform special projects as assigned. Education, Job Skills and Qualifications: * Bachelor's degree required. Specialization in accounting, finance, or economics preferred. * 1-3 years of experience in business or commercial lending required. * Analytically minded - ability to evaluate financial statements, business and personal tax returns, and interpret results and reach conclusions. * Strong verbal and written communications skills. * Strong problem solving and conflict resolution skills. * Strong interpersonal skills. * Highly organized and attentive to detail. * Proven ability to exercise discretion and sound judgement. * Proven ability to effectively communicate viewpoint and make independent decisions. * Ability to understand and apply bank's credit policy. * Proficient with Microsoft suite of products, especially Excel, nCino experience a plus. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. * Team player. Basic Qualifications: * Bachelor's degree. * 1-3 years of experience in business or commercial lending required. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
    $79k-142k yearly est. 60d+ ago
  • Wire Administration Banking Associate

    Midfirst Bank 4.8company rating

    Oklahoma City, OK jobs

    This position is part of the Wire Administration Department within our Bank Operations group. Wire Administration is primarily responsible for processing incoming and outgoing wire transfers. Other functions include handling cash management functions such as inventory management, forecasting, transportation and foreign banknote fulfillment. This role is crucial in ensuring the accuracy and efficiency of important financial transactions and supporting the bank's front line business units to deliver first class service to our customers. Hours for this position are Monday through Friday 9:00 am-6:00 pm CT and may vary during these hours based on the rotation of responsibilities. Additional hours may be required as needed. Position Requirements: At least 3 years banking experience preferred, but not required Consistently perform in a volume driven environment where workload fluctuates, but deadlines stay the same and services levels must be met Ability to communicate efficiently and effectively on the telephone and through email to internal customers, external customers and business partners Strong work ethic, critical thinking and problem solving skills with attention to detail Ability to escalate issues and concerns appropriately Ability to exercise discretion, judgment and independent decision-making while following procedural guidance Proficiency with standard computer software (MS Outlook, MS Excel) and ability to quickly learn and navigate job-specific software and web-based applications Maintain a high degree of reliability In addition, the position is expected to read, reference, interpret, and develop written departmental procedures, cross train on department tasks, make suggestions to correct or enhance existing processes, and take advantage of available opportunities to develop a deeper understanding of applicable regulations, operational compliance, and the banking industry to support career development and growth.
    $30k-55k yearly est. 60d+ ago
  • Part Time (30 Hours) Associate Banker, Beckley Main Branch, Beckley, WV

    Jpmorganchase 4.8company rating

    Beckley, WV jobs

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $22k-48k yearly est. Auto-Apply 35d ago
  • Universal Banker

    American Heritage Bank 4.3company rating

    Tulsa, OK jobs

    Job Details 71st Street Branch - Tulsa, OK Full Time NoneUniversal Banker Job Title: Universal Banker Department: 71 st & Union The Universal Banker position combines the duties of the Teller and Personal Banker. All universal bankers should have a working knowledge of bank products and services in order to assist a customer when opening a personal or business account relationship. Recognize the needs of customers in order to cross-sell additional bank services and products. Update and complete maintenance on existing accounts. Assist customers by phone or in person with any type of problem or question about their account. They should possess patience, a healthy sense of humor and a positive attitude at all times as well as having the ability to be flexible when appropriate. Attend meetings as required. Duties/Responsibilities: Provide prompt, efficient, accurate, and friendly service to consumer and business customers while processing their transactions. Follow all established bank policies and procedures for this position. Adhere to all audit, state, federal and regulatory agency requirements. Update and complete maintenance on existing accounts. Corrects and resolves all exceptions in a timely manner. Have a basic understanding of loan products, processes and documents in order to assist with loan closings as necessary. May be required to issues checks, wires or drafts, scan loan documents and file lien entry forms or other basic loan administrative functions. Act as a representative of the bank by demonstrating the four C's of professionalism: competence, confidence, confidentiality, and courtesy as well as dressing in an appropriate manner according to AHB's personnel policies. Have a working knowledge of bank products and services, be able to recognize customer needs, explain the benefits in order to meet their needs. Establish a good working relationship with co-workers. Provide quality customer service by answering questions or resolving problems for customers by phone or in person. Perform any duties requested by a supervisor relating to the bank and its functions. Is dependable and adheres to expectations of attendance.
    $30k-34k yearly est. 60d+ ago
  • Part Time Associate Banker Oklahoma South (30 hours)

    Jpmorgan Chase & Co 4.8company rating

    Oklahoma City, OK jobs

    JobID: 210628763 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.
    $17k-34k yearly est. Auto-Apply 60d+ ago
  • First Liberty Bank Universal Banker

    First Liberty Bank 4.0company rating

    Oklahoma City, OK jobs

    The Universal Banker plays a vital role in our bank's commitment to providing exceptional customer service, building long-lasting relationships and helping customers achieve their financial goals. The Universal Banker must be able to take care of any customer with any financial need in a professional and knowledgeable manner. They will handle various teller transactions, open customer's deposit accounts and resolve customer service issues in-person, via email or by phone. First Liberty Bank is open from 7:30 AM to 5:30 PM. Employees will not be required to work the entire span of these hours but must be available to work any shift within this time frame and occasional overtime when crucial to branch operations. The Universal Banker is accountable for proactively selling consumer and commercial depository products and services to customers and prospects. They are responsible for opening, closing and performing maintenance on deposit accounts and services - and managing all documentation related to the account or service. They are entrusted with creating a positive experience in our lobby - meeting and greeting each client. Universal Bankers are relied upon to resolve customer service needs effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction. They will participate in banking promotions, events, community outreach and planning of additional marketing projects. Universal Bankers will continue to develop and improve their skills through regular feedback discussions with their manager. This position reports to the Oklahoma City Branch Manager. Primary Responsibilities/Duties: Develop and maintain customer relationships by always providing exceptional customer service Seamlessly transition between multiple roles while consistently identifying and pursuing sales opportunities Process teller transactions efficiently and accurately Comply with FLB's established procedures and policies, complete all required training Acquire and maintain comprehensive knowledge of the ever-changing banking industry Open, close, and revise deposit accounts for customers using a consultative approach, ensuring tailored financial solutions and exceptional service Grow accounts and customer base through cross-selling, networking and other outside sales activities Thorough understanding of all deposit products and services including promotional products Contribute to branch and bank goals by promoting the bank's products and services Other responsibilities and duties assigned Qualifications Required Skills/Qualifications: Superior customer service and communication skills (verbal and written) Effective selling and cross-selling skills Friendly, outgoing, confident, assertive, and enthusiastic personality Display professional and polished demeanor Accuracy and attention to detail Team player, willing to help all associates Demonstrate initiative and ownership, ability to solve problems Efficiently assist clients with time constraints, ensuring their needs are met promptly and effectively Ability to handle multiple responsibilities, using time management skills to plan and prioritize tasks Proven ability to effectively interact with others, forge relationships with clients and employees Adaptability, willingness to learn, work overtime if needed Intermediate Microsoft Office Skills; Outlook, Word and Excel Desired Skills/Qualifications: One year of cash handling, customer service or prior banking experience Ability to maintain high level of confidentiality High School Diploma FIRST LIBERTY BANK IS AN EQUAL OPPORTUNITY EMPLOYER - Vets/Disabled PHYSICAL REQUIREMENTS & WORKING CONDITIONS: Sitting or standing for long periods of time, walking, finger dexterity, repetitive motions, talking, hearing and visual acuity. Professional office environment. Occasional lifting of storage boxes.
    $29k-34k yearly est. 34d ago
  • Universal Banker I - Teller

    Peoples Bank 4.5company rating

    Gassaway, WV jobs

    Job Description Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 Top Workplaces USA national award in 2022, 2023, 2024 and 2025 Newsweek's America's Best Banks 2023 and 2024 Newsweek's America's Greatest Workplaces 2024 and 2025 Forbes America's Best Banks 2024 and 2025 Forbes Best-in-State Banks 2020, 2021 and 2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position will be responsible for providing excellent service to our customers in accordance with Peoples Bank policies. Will have the ability to open deposit accounts, process complex multi-step teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner. This is a sales and service role and is vital in helping the branch obtain goals, while providing industry leading customer service. Job Duties Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Will be responsible for processing complex multi-step teller transactions. Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals. Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce. Consistently meeting or exceeding sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult. Will be responsible for following operational standards regarding security, risk management, and compliance. Consistently completes required training for all bank and branch policies and procedures. Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. Responsible for meeting Retail Branch Standards which includes dress code. Will perform special projects as assigned. Education, Experience and Job Skills High School Diploma or GED. Minimum 1-year related work experience in customer service. Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel). Excellent verbal and written communication skills. Positive and professional attitude. Proven team player. Trustworthy and confidential behavior is essential in this role. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. Must be able to lift up to 25 lbs. consistently. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications High School Diploma or GED. Minimum 1-year related experience in customer service. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. Must be able to lift up to 25 lbs. consistently. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries
    $31k-37k yearly est. 25d ago
  • Universal Banker I - Teller

    Peoples Bancorp Inc. 4.5company rating

    Gassaway, WV jobs

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 * Top Workplaces USA national award in 2022, 2023, 2024 and 2025 * Newsweek's America's Best Banks 2023 and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * Forbes America's Best Banks 2024 and 2025 * Forbes Best-in-State Banks 2020, 2021 and 2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position will be responsible for providing excellent service to our customers in accordance with Peoples Bank policies. Will have the ability to open deposit accounts, process complex multi-step teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner. This is a sales and service role and is vital in helping the branch obtain goals, while providing industry leading customer service. Job Duties * Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. * Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. * Maintain a position of trust and responsibility by keeping all customer business confidential. * Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. * Will be responsible for processing complex multi-step teller transactions. * Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. * Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals. * Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce. * Consistently meeting or exceeding sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. * Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult. * Will be responsible for following operational standards regarding security, risk management, and compliance. * Consistently completes required training for all bank and branch policies and procedures. * Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. * Responsible for meeting Retail Branch Standards which includes dress code. * Will perform special projects as assigned. Education, Experience and Job Skills * High School Diploma or GED. * Minimum 1-year related work experience in customer service. * Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. * Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel). * Excellent verbal and written communication skills. * Positive and professional attitude. * Proven team player. * Trustworthy and confidential behavior is essential in this role. * Daily reliable transportation. * Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. * Must be able to lift up to 25 lbs. consistently. * Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications * High School Diploma or GED. * Minimum 1-year related experience in customer service. * Daily reliable transportation. * Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. * Must be able to lift up to 25 lbs. consistently. * Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries
    $31k-37k yearly est. 25d ago
  • Part Time Associate Banker Oklahoma North (30 hours)

    Jpmorganchase 4.8company rating

    Tulsa, OK jobs

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $17k-33k yearly est. Auto-Apply 60d+ ago
  • Banker Associate, Mid-Corporate Banking - Associate

    Jpmorganchase 4.8company rating

    Tulsa, OK jobs

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Mid-Corporate Banking, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills
    $17k-33k yearly est. Auto-Apply 38d ago
  • Banker Associate, Mid-Corporate Banking - Associate

    Jpmorgan Chase 4.8company rating

    Tulsa, OK jobs

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Mid-Corporate Banking, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.This role is not eligible for employer sponsored immigration support of any kind. **Job Responsibilities** + Champion a culture of innovation and a customer centric mindset + Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships + Find ways to drive new client acquisition in partnership with the bankers + Embrace a culture of respect, diversity and inclusion **Required Qualifications, Capabilities and Skills** + 3+ years in a similar banking, venture, credit or treasury role + Outstanding professional reputation and integrity + Strong leadership skills required + Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment + Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly + Extensive knowledge of products and services **Preferred Qualifications, Capabilities and Skills** + Bachelor's degree preferred + Superior knowledge of the market dynamics and its business environment preferred + Excellent problem solving, oral, and written communication skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $17k-33k yearly est. 60d+ ago
  • Part Time Associate Banker Oklahoma North (30 hours)

    Jpmorgan Chase 4.8company rating

    Tulsa, OK jobs

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $17k-33k yearly est. 60d+ ago
  • Private Banker - OKC

    Midfirst Bank 4.8company rating

    Oklahoma City, OK jobs

    Responsibilities include developing and managing a portfolio of deposits and loans for private banking. Deposits typically include personal, business and Treasury Management needs for clients. Loans typically include consumer mortgage, commercial, aircraft, unsecured, auto and securities loans as well as the ability to creatively structure complex credit facilities to accommodate client needs. Clients include business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This includes medical groups, law firms and accounting firms. While primarily focused on lending and banking services, a successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects. Position Requirements: Candidates for this position must possess a minimum of 5 years' experience in lending or Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment. Strong understanding of credit, complex personal and business financials and tax returns is highly preferred. Candidates must demonstrate a strong work ethic and character, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives. A working knowledge of trust and investments is a plus. Commensurate Experience considered in lieu of bachelor's degree. In addition, commensurate experience in sales/management and business development will be considered.
    $29k-49k yearly est. 60d+ ago
  • Universal Banker

    Citizens Bank of West Virginia 4.1company rating

    Elkins, WV jobs

    Citizens Bank of WV has an opening for a Universal Banker at our Elkins office. This position will work with the teller and deposit areas of the bank, including the opening of new deposit accounts. There may be times when the Universal Banker will be called upon to work at other branch locations. The candidate must be reliable, maintain professionalism, work with accuracy, and have excellent organizational skills. Prior banking experience is preferred. We offer medical coverage, matched 401k plan, paid time off/holidays, gym membership, and other employee incentives. Applicants are required to authorize a credit check. E.O.E. Job Type: Full-time Work Location: In person
    $32k-40k yearly est. 22d ago
  • Universal Banker I - Teller

    Peoples Bancorp Inc. 4.5company rating

    Sistersville, WV jobs

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 * Top Workplaces USA national award in 2022, 2023, 2024 and 2025 * Newsweek's America's Best Banks 2023 and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * Forbes America's Best Banks 2024 and 2025 * Forbes Best-in-State Banks 2020, 2021 and 2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position will be responsible for providing excellent service to our customers in accordance with Peoples Bank policies. Will have the ability to open deposit accounts, process complex multi-step teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner. This is a sales and service role and is vital in helping the branch obtain goals, while providing industry leading customer service. Job Duties * Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. * Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. * Maintain a position of trust and responsibility by keeping all customer business confidential. * Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. * Will be responsible for processing complex multi-step teller transactions. * Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. * Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals. * Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce. * Consistently meeting or exceeding sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. * Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult. * Will be responsible for following operational standards regarding security, risk management, and compliance. * Consistently completes required training for all bank and branch policies and procedures. * Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. * Responsible for meeting Retail Branch Standards which includes dress code. * Will perform special projects as assigned. Education, Experience and Job Skills * High School Diploma or GED. * Minimum 1-year related work experience in customer service. * Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. * Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel). * Excellent verbal and written communication skills. * Positive and professional attitude. * Proven team player. * Trustworthy and confidential behavior is essential in this role. * Daily reliable transportation. * Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. * Must be able to lift up to 25 lbs. consistently. * Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications * High School Diploma or GED. * Minimum 1-year related experience in customer service. * Daily reliable transportation. * Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. * Must be able to lift up to 25 lbs. consistently. * Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries
    $31k-37k yearly est. 22d ago

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