Financial Representative
Investment banker job in Fort Wayne, IN
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc., in a timely manner.
Operate an automobile during both day and night hours.
Qualifications
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Position Demands
Access to an automobile and ability to maintain a valid driver's license.
Auto-ApplyPersonal Banker I
Investment banker job in Fort Wayne, IN
At F&M, our personal bankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a qualified personal banker to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community.
This position is the “Customer Ambassador” for the bank with the overall purpose of providing exceptional service to our customers via multiple channels but primarily face-to-face interaction with the bank. The ideal candidate will be passionate about empowering customers to meet their financial goals and have a thorough understanding of the customer's transaction requirements. Excellent communication is a critical trait necessary to educate customers and refer appropriate products and services matching their needs.
A Personal Banker I, will open deposit accounts and complete the processing of regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient and accurate manner. Provide personalized banking services to financial institution customers by performing the following duties: educate customers about the Banks' sales and service delivery options and refer the appropriate products and services matching the customer needs.
This position will effectively refer customers to the appropriate source or channel to address their need. Bankers fulfilling a level I role would have baseline banker knowledge.
OBJECTIVES OF THIS ROLE:
Have an excellent and thorough understanding of the bank products/services and the customer's current relationship, offer information on bank products and services that can benefit the customer and enhance their banking relationship. (Listen to the customer's needs and match those needs to the bank's products and services resulting in referrals.)
Evaluate needs of potential customers and offer appropriate financial products and services while utilizing BN Control.
Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay.
Accounts include all deposit products including Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions, and contributions.
Refer and schedule appointments with Home Loan Originators and educate customers on various home loan products.
Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity.
Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations.
Promote and cross-sell Bank products and services as appropriate to customer needs, including FM Investments.
Generate new business to assist in meeting profitability goals of the office, and production goals set by retail leadership.
Answer telephone calls, take messages, provide information, and direct calls to appropriate staff as necessary.
Greet bank visitors, provide information, and direct them to appropriate staff as necessary.
RESPONSIBILITIES:
May also fulfill those responsibility outlined in Teller Job Description
Identify customer needs, provide information on new products and services, and refer customers to branch representatives.
Meet and exceed partner referrals and sale production goals as set by retail leadership.
Open requested accounts in adherence to bank guidelines
Track, record, report, and store transactional information and special requests
Provide a high level of customer service, providing answers and assistance with a smile
Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position.
Requirements
QUALIFICATIONS:
High school diploma, and/or 3-5 years of retail banking experience.
Basic math and computer skills
Working knowledge of banking/financial products and services
Cash-handling experience
Excellent communication, customer service, and time-management skills
Ability to pass a background check
Strong dedication to accuracy and efficiency
ADDITIONAL REQUIREMENTS: Certificates and Licenses
Valid Driver's License
Personal Banker Certificate
Notary Public Commission
** This position is scheduled to work Monday - Saturday, generally with a day off and / or occasional extended hours as needed to accommodate the flow of business. On occasion an employee may be asked to report to another location to fulfill staffing needs.
COMPLIANCE:
As generally applicable to F&M Bank and commensurate with these job functions, this job role includes accountabilities for following Bank policies and related procedures, as well as regulatory requirements involving federal and state laws, regulations, and related guidance.
Compliance with Bank Secrecy Act (BSA), including accurate completion of Currency Transaction Reports (CTR) when applicable, Anti-Money Laundering Act (AML), Office of Foreign Asset Control (OFAC) and the USA PATRIOT Act. Adhere to Customer Identification, Customer Due Diligence and reporting of suspicious activities to the BSA Department.
NON-EXEMPT/HOURLY COMPETENCIES:
Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current.
Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.
Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times.
Personal Banker I
Investment banker job in Fort Wayne, IN
At F&M, our personal bankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a qualified personal banker to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community.
This position is the "Customer Ambassador" for the bank with the overall purpose of providing exceptional service to our customers via multiple channels but primarily face-to-face interaction with the bank. The ideal candidate will be passionate about empowering customers to meet their financial goals and have a thorough understanding of the customer's transaction requirements. Excellent communication is a critical trait necessary to educate customers and refer appropriate products and services matching their needs.
A Personal Banker I, will open deposit accounts and complete the processing of regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient and accurate manner. Provide personalized banking services to financial institution customers by performing the following duties: educate customers about the Banks' sales and service delivery options and refer the appropriate products and services matching the customer needs.
This position will effectively refer customers to the appropriate source or channel to address their need. Bankers fulfilling a level I role would have baseline banker knowledge.
OBJECTIVES OF THIS ROLE:
* Have an excellent and thorough understanding of the bank products/services and the customer's current relationship, offer information on bank products and services that can benefit the customer and enhance their banking relationship. (Listen to the customer's needs and match those needs to the bank's products and services resulting in referrals.)
* Evaluate needs of potential customers and offer appropriate financial products and services while utilizing BN Control.
* Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay.
* Accounts include all deposit products including Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions, and contributions.
* Refer and schedule appointments with Home Loan Originators and educate customers on various home loan products.
* Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity.
* Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations.
* Promote and cross-sell Bank products and services as appropriate to customer needs, including FM Investments.
* Generate new business to assist in meeting profitability goals of the office, and production goals set by retail leadership.
* Answer telephone calls, take messages, provide information, and direct calls to appropriate staff as necessary.
* Greet bank visitors, provide information, and direct them to appropriate staff as necessary.
RESPONSIBILITIES:
* May also fulfill those responsibility outlined in Teller Job Description
* Identify customer needs, provide information on new products and services, and refer customers to branch representatives.
* Meet and exceed partner referrals and sale production goals as set by retail leadership.
* Open requested accounts in adherence to bank guidelines
* Track, record, report, and store transactional information and special requests
* Provide a high level of customer service, providing answers and assistance with a smile
* Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position.
Requirements
QUALIFICATIONS:
* High school diploma, and/or 3-5 years of retail banking experience.
* Basic math and computer skills
* Working knowledge of banking/financial products and services
* Cash-handling experience
* Excellent communication, customer service, and time-management skills
* Ability to pass a background check
* Strong dedication to accuracy and efficiency
ADDITIONAL REQUIREMENTS: Certificates and Licenses
* Valid Driver's License
* Personal Banker Certificate
* Notary Public Commission
This position is scheduled to work Monday - Saturday, generally with a day off and / or occasional extended hours as needed to accommodate the flow of business. On occasion an employee may be asked to report to another location to fulfill staffing needs.
COMPLIANCE:
* As generally applicable to F&M Bank and commensurate with these job functions, this job role includes accountabilities for following Bank policies and related procedures, as well as regulatory requirements involving federal and state laws, regulations, and related guidance.
* Compliance with Bank Secrecy Act (BSA), including accurate completion of Currency Transaction Reports (CTR) when applicable, Anti-Money Laundering Act (AML), Office of Foreign Asset Control (OFAC) and the USA PATRIOT Act. Adhere to Customer Identification, Customer Due Diligence and reporting of suspicious activities to the BSA Department.
NON-EXEMPT/HOURLY COMPETENCIES:
* Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current.
* Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.
* Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times.
Wealth Management- Affluent Banker
Investment banker job in Van Wert, OH
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
- Series 6-63 or Series 7-63 licenses
Preferred Skills/Experience
- Strong relationship management, sales, and business development skills
- Moderate understanding of Wealth products and offerings
- Strong competency in Financial Planning
- Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Private Banker II, Fort Wayne, IN
Investment banker job in Fort Wayne, IN
Responsible for the coordination and development of banking activities, ensuring a full range of private banking services are provided to high net-worth individuals.
ESSENTIAL REQUIREMENTS
Establishes relationships to provide for their financial needs.
Ensures quality customer service on assigned accounts.
Analyzes credit and financial information of customers as a basis for recommending other financial services.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
Ten (10) or more years lending experience strongly preferred, preferably with two (2) years in business lending.
Strong relationship management skills.
Strong sales and proactive calling skills.
Great verbal and written communication skills.
Strong PC skills--proficiency in Microsoft Word and Excel essential.
Highly motivated.
Professional demeanor.
Ability to handle multiple tasks in a fast-paced environment.
Strong interpersonal skills to network with bankers in developing new business opportunities.
EDUCATION
Bachelor's Degree preferred.
TRAVEL REQUIREMENTS
Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
Personal Banker
Investment banker job in Warsaw, IN
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 opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Warsaw, IN at the Warsaw branch.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
+ Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
+ Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
+ Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
+ Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video (*************************************************************************************************************************** .
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
**Competencies**
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
**Work Experience**
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Personal Banker
Investment banker job in Warsaw, IN
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 opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Warsaw, IN at the Warsaw branch.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
* Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
* Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
* Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Competencies
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
Work Experience
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
PERSONAL BANKER - W. VAN BUREN ST.
Investment banker job in Columbia City, IN
STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.
STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.
The Personal Banker position is included in a workplace model that does not allow remote work.
As a Personal Banker, essential responsibilities include:
* Process and validate a variety of financial transactions, including accepting and dispensing cash, cashing checks and other instruments, and maintaining accurate records of same.
* Communicate with customers and potential customers to gather information for the evaluation of needs and recommending STAR's products and services to fit those needs.
* Accept loan, credit card, and other payments.
* Accurately balance and maintain cash drawer.
* Provide superior customer service.
* Initiate new accounts.
* Evaluate and respond timely to customer issues, through direct personal action or referral to proper source.
* Provide customers with account-based information and assist with other services.
* Maintain and update knowledge relating to bank products, services and procedures.
* Adhere to and apply all operational policies and procedures.
* Complete annual compliance training.
Skills Needed
* Ability to identify and recommend customer solutions.
* Ability to provide superior customer service.
* Strong attention to detail with accuracy in processing.
* Strong organizational skills.
* Strong oral and written communication skills.
* Strong critical thinking and problem-solving skills.
* Ability to perform required duties and to keep current on product and service offerings.
* Ability to align with STAR's Core Values and Brand Behaviors.
* Proficiency in computer skills, including Windows-based systems.
Selected candidates are intended to become a Personal Banker II after 90 days of employment and must complete all certification requirements.
Schedule Needs
The Personal Banker role requires approximately 38.5 hours per week, scheduled between 8:30am and 5:15pm, Monday through Friday, with a rotating Saturday shift from 8:45am to 12:15pm. On weeks you're scheduled to work Saturday, you'll receive a shortened workday that week.
Travel Expectations
Assignments or training sessions may be held at various locations, such as Marion, Fishers, and Fort Wayne.
In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 10 1/2 holidays.
Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.
Personal Banker Associate II - Southtown Mall
Investment banker job in Fort Wayne, IN
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs with respect to the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of Retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
College degree or work experience providing transferrable skills or combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position.
WORKING CONDITIONS:
Normal office environment.
Extending viewing of computer screens.
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banker Associate II - Southtown Mall
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Fort Wayne, Indiana 46816
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyPersonal Banker - Defiance Main
Investment banker job in Defiance, OH
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
ESSENTIAL FUNCTIONS:
Excellent Customer Service
Business development (inside and outside)
Relationship building
Cross-selling of Bank's products and services
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other duties may be assigned.
OTHER SKILLS AND REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Personal Banker
Investment banker job in Roanoke, IN
Job DescriptionDescription:
At Bippus State Bank, we've proudly served the Roanoke community for decades-building relationships rooted in integrity, care, and local commitment. As a Personal Banker, you'll be joining a team that's deeply woven into the fabric of this well-established market, where our customers aren't just account holders-they're neighbors, friends, and partners.
This role is ideal for someone who thrives on connection, takes pride in delivering personalized financial solutions, and wants to make a meaningful impact in the lives of others. If you're ready to be part of a trusted institution with a strong reputation and a heart for community, we'd love to welcome you aboard.
Primary Duties and Responsibilities:
· In person and remote new deposit account openings
· Account and customer maintenance and changes
· Assist customers in completing service requests remotely
· Online banking assistance and troubleshooting
· Answer and direct incoming phone calls
· Establish a rapport with clients
· Understand, promote, and advise on the bank's products, services, and electronic delivery channels
· Resolve customer problems confidently
· Convert service and problem resolution to sales opportunities to deepen customer relationship
· Maintain a professional manner and appearance
· Teller transactions - periodically
· Assist other departments as necessary
Hours:
Full Time: 40 hours/ week
Monday - Friday 8:15 AM - 5:00 PM
Saturday (rotating one on/two off) 8:15 AM - 12:00 PM
Requirements:
· High school or equivalent (required)
· Banking experience (required)
· Customer service oriented
· Technology proficiency
· Attention to detail
· Ability to work well with others in a team environment
Financial Representative
Investment banker job in Van Wert, OH
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc., in a timely manner.
Operate an automobile during both day and night hours.
Qualifications
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Position Demands
Access to an automobile and ability to maintain a valid driver's license.
Auto-ApplyWealth Management- Affluent Banker
Investment banker job in Van Wert, OH
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
* Bachelor's degree, or equivalent work experience
* Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
* Series 6-63 or Series 7-63 licenses
Preferred Skills/Experience
* Strong relationship management, sales, and business development skills
* Moderate understanding of Wealth products and offerings
* Strong competency in Financial Planning
* Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
* Well-developed analytical and problem-solving skills
* Ability to make critical decisions independently
* Effective writing, speaking and presentation skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Personal Banker I
Investment banker job in Auburn, IN
At F&M, our personal bankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a qualified personal banker to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community.
This position is the "Customer Ambassador" for the bank with the overall purpose of providing exceptional service to our customers via multiple channels but primarily face-to-face interaction with the bank. The ideal candidate will be passionate about empowering customers to meet their financial goals and have a thorough understanding of the customer's transaction requirements. Excellent communication is a critical trait necessary to educate customers and refer appropriate products and services matching their needs.
A Personal Banker I, will open deposit accounts and complete the processing of regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient and accurate manner. Provide personalized banking services to financial institution customers by performing the following duties: educate customers about the Banks' sales and service delivery options and refer the appropriate products and services matching the customer needs.
This position will effectively refer customers to the appropriate source or channel to address their need. Bankers fulfilling a level I role would have baseline banker knowledge.
OBJECTIVES OF THIS ROLE:
* Have an excellent and thorough understanding of the bank products/services and the customer's current relationship, offer information on bank products and services that can benefit the customer and enhance their banking relationship. (Listen to the customer's needs and match those needs to the bank's products and services resulting in referrals.)
* Evaluate needs of potential customers and offer appropriate financial products and services while utilizing BN Control.
* Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay.
* Accounts include all deposit products including Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions, and contributions.
* Refer and schedule appointments with Home Loan Originators and educate customers on various home loan products.
* Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity.
* Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations.
* Promote and cross-sell Bank products and services as appropriate to customer needs, including FM Investments.
* Generate new business to assist in meeting profitability goals of the office, and production goals set by retail leadership.
* Answer telephone calls, take messages, provide information, and direct calls to appropriate staff as necessary.
* Greet bank visitors, provide information, and direct them to appropriate staff as necessary.
RESPONSIBILITIES:
* May also fulfill those responsibility outlined in Teller Job Description
* Identify customer needs, provide information on new products and services, and refer customers to branch representatives.
* Meet and exceed partner referrals and sale production goals as set by retail leadership.
* Open requested accounts in adherence to bank guidelines
* Track, record, report, and store transactional information and special requests
* Provide a high level of customer service, providing answers and assistance with a smile
* Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position.
Requirements
QUALIFICATIONS:
* High school diploma, and/or 3-5 years of retail banking experience.
* Basic math and computer skills
* Working knowledge of banking/financial products and services
* Cash-handling experience
* Excellent communication, customer service, and time-management skills
* Ability to pass a background check
* Strong dedication to accuracy and efficiency
ADDITIONAL REQUIREMENTS: Certificates and Licenses
* Valid Driver's License
* Personal Banker Certificate
* Notary Public Commission
This position is scheduled to work Monday - Saturday, generally with a day off and / or occasional extended hours as needed to accommodate the flow of business. On occasion an employee may be asked to report to another location to fulfill staffing needs.
COMPLIANCE:
* As generally applicable to F&M Bank and commensurate with these job functions, this job role includes accountabilities for following Bank policies and related procedures, as well as regulatory requirements involving federal and state laws, regulations, and related guidance.
* Compliance with Bank Secrecy Act (BSA), including accurate completion of Currency Transaction Reports (CTR) when applicable, Anti-Money Laundering Act (AML), Office of Foreign Asset Control (OFAC) and the USA PATRIOT Act. Adhere to Customer Identification, Customer Due Diligence and reporting of suspicious activities to the BSA Department.
NON-EXEMPT/HOURLY COMPETENCIES:
* Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current.
* Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.
* Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times.
Personal Banker I Float
Investment banker job in Auburn, IN
At F&M, our personal bankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a qualified personal banker to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community.
This position is the “Customer Ambassador” for the bank with the overall purpose of providing exceptional service to our customers via multiple channels but primarily face-to-face interaction with the bank. The ideal candidate will be passionate about empowering customers to meet their financial goals and have a thorough understanding of the customer's transaction requirements. Excellent communication is a critical trait necessary to educate customers and refer appropriate products and services matching their needs.
In this position those at a level 1, will open deposit accounts and complete the processing of regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient and accurate manner. Provides personalized banking services to financial institution customers by performing the following duties. They will educate customers about the Banks' sales and service delivery options and refer the appropriate products and services matching the customer needs. This position will also effectively refer customers to the appropriate source or channel to address their need. Bankers fulfilling a level 1 role would have baseline banker knowledge.
OBJECTIVES OF THIS ROLE:
Have an excellent and thorough understanding of the bank products/services and the customer's current relationship, offer information on bank products and services that can benefit the customer and enhance their banking relationship. (Listen to the customer's needs and match those needs to the bank's products and services resulting in referrals.)
Evaluate needs of potential customers and offer appropriate financial products and services while utilizing BN Control.
Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay.
Accounts include all deposit products including: Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions, and contributions.
Refer and schedule appointments with Home Loan Originators and educate customers on various home loan products.
Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity.
Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations.
Promote and cross-sell Bank products and services as appropriate to customer needs, including FM Investments.
Generate new business to assist in meeting profitability goals of the office, and production goals set by retail leadership.
Answer telephone calls, take messages, provide information and direct calls to appropriate staff as necessary.
Greet bank visitors, provide information, and direct them to appropriate staff as necessary.
RESPONSIBILITIES:
May also fulfill those responsibility outlined in Teller Job Description
Identify customer needs, provide information on new products and services, and refer customers to branch representatives.
Meet and exceed partner referrals and sale production goals as set by retail leadership.
Open requested accounts in adherence to bank guidelines
Track, record, report, and store transactional information and special requests
Provide a high level of customer service, providing answers and assistance with a smile
Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position.
Requirements
QUALIFICATIONS:
High school diploma, and/or 3-5 years of retail banking experience.
Basic math and computer skills
Working knowledge of banking/financial products and services
Cash-handling experience
Excellent communication, customer service, and time-management skills
Ability to pass a background check
Strong dedication to accuracy and efficiency
ADDITIONAL REQUIREMENTS: Certificates and Licenses
Valid Driver's License
Personal Banker Certificate
Notary Public Commission
** This position is scheduled to work Monday - Saturday, generally with a day off and / or occasional extended hours as needed to accommodate the flow of business. An employee may be asked to report to another location to fulfill staffing needs.
Non-Exempt/Hourly Competencies:
Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current.
Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.
Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times. Employee may be asked to report to other locations to assist with staffing gaps.
Personal Banker - N. Baldwin Ave.
Investment banker job in Marion, IN
If you are searching for an employer that provides you with unlimited career growth and development opportunities, look no further! Learn how STAR Financial Bank strives to be the employer of choice in Indiana and truly defines OneTeam.
STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service,personalized banking solutions and innovative use of technology for more than 75 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and to our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.
The Personal Banker position is included in a workplace model that does not allow remote work.
As a Personal Banker, essential responsibilities include:
Process and validate a variety of financial transactions, including accepting and dispensing cash, cashing checks and other instruments, and maintaining accurate records of same
Communicate with customers and potential customers to gather information for the evaluation of needs and recommending STAR's products and services to fit those needs
Accept loan, credit card, and other payments
Accurately balance and maintain cash drawer
Provide superior customer service
Initiate new accounts
Evaluate and respond timely to customer issues, through direct personal action or referral to proper source
Provide customers with account-based information and assist with other services
Maintain and update knowledge relating to bank products, services and procedures
Adhere to and apply all operational policies and procedures
Complete annual compliance training.
Skills Needed
Ability to identify and recommend customer solutions
Ability to provide superior customer service
Strong attention to detail with accuracy in processing
Strong organizational skills
Strong oral and written communication skills
Strong critical thinking and problem-solving skills
Ability to perform required duties and to keep current on product and service offerings
Ability to align with STAR's Core Values and Brand Behaviors
Proficiency in computer skills, including Windows-based systems
Selected candidates are intended to become a Personal Banker II after 90 days of employment and must complete all certification requirements.
Schedule Needs
The Personal Banker role requires approximately 38.5 hours per week, scheduled between 8:30am and 5:15pm, Monday through Friday, with a rotating Saturday shift from 8:45am to 12:15pm. On weeks you're scheduled to work Saturday, you'll receive a shortened workday that week.
Travel Expectations
Assignments or training sessions may be held at various locations, such as Marion, Fishers, and Fort Wayne.
In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including,
Affordable Medical/ Vision/ Dental Coverage
•
Flexible Dependent Care Account
•
Health Savings Account (with employer contributions)
•
Prescription Drug Plan
•
Employee Wellness Initiatives (physical/mental/financial)
•
Health Management Reimbursement
Program
• Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 10 1/2 holidays.
** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.
STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.
Financial Representative
Investment banker job in Celina, OH
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc., in a timely manner.
Operate an automobile during both day and night hours.
Qualifications
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Position Demands
Access to an automobile and ability to maintain a valid driver's license.
Auto-ApplyWealth Management- Affluent Banker
Investment banker job in Delphos, OH
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionThe Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
- Series 6-63 or Series 7-63 licenses Preferred Skills/Experience
- Strong relationship management, sales, and business development skills
- Moderate understanding of Wealth products and offerings
- Strong competency in Financial Planning
- Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyPersonal Banker I
Investment banker job in Berne, IN
At F&M, our personal bankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a qualified personal banker to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community.
This position is the "Customer Ambassador" for the bank with the overall purpose of providing exceptional service to our customers via multiple channels but primarily face-to-face interaction with the bank. The ideal candidate will be passionate about empowering customers to meet their financial goals and have a thorough understanding of the customer's transaction requirements. Excellent communication is a critical trait necessary to educate customers and refer appropriate products and services matching their needs.
A Personal Banker I, will open deposit accounts and complete the processing of regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient and accurate manner. Provide personalized banking services to financial institution customers by performing the following duties: educate customers about the Banks' sales and service delivery options and refer the appropriate products and services matching the customer needs.
This position will effectively refer customers to the appropriate source or channel to address their need. Bankers fulfilling a level I role would have baseline banker knowledge.
OBJECTIVES OF THIS ROLE:
* Have an excellent and thorough understanding of the bank products/services and the customer's current relationship, offer information on bank products and services that can benefit the customer and enhance their banking relationship. (Listen to the customer's needs and match those needs to the bank's products and services resulting in referrals.)
* Evaluate needs of potential customers and offer appropriate financial products and services while utilizing BN Control.
* Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay.
* Accounts include all deposit products including Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions, and contributions.
* Refer and schedule appointments with Home Loan Originators and educate customers on various home loan products.
* Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity.
* Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations.
* Promote and cross-sell Bank products and services as appropriate to customer needs, including FM Investments.
* Generate new business to assist in meeting profitability goals of the office, and production goals set by retail leadership.
* Answer telephone calls, take messages, provide information, and direct calls to appropriate staff as necessary.
* Greet bank visitors, provide information, and direct them to appropriate staff as necessary.
RESPONSIBILITIES:
* May also fulfill those responsibility outlined in Teller Job Description
* Identify customer needs, provide information on new products and services, and refer customers to branch representatives.
* Meet and exceed partner referrals and sale production goals as set by retail leadership.
* Open requested accounts in adherence to bank guidelines
* Track, record, report, and store transactional information and special requests
* Provide a high level of customer service, providing answers and assistance with a smile
* Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position.
Requirements
QUALIFICATIONS:
* High school diploma, and/or 3-5 years of retail banking experience.
* Basic math and computer skills
* Working knowledge of banking/financial products and services
* Cash-handling experience
* Excellent communication, customer service, and time-management skills
* Ability to pass a background check
* Strong dedication to accuracy and efficiency
ADDITIONAL REQUIREMENTS: Certificates and Licenses
* Valid Driver's License
* Personal Banker Certificate
* Notary Public Commission
This position is scheduled to work Monday - Saturday, generally with a day off and / or occasional extended hours as needed to accommodate the flow of business. On occasion an employee may be asked to report to another location to fulfill staffing needs.
COMPLIANCE:
* As generally applicable to F&M Bank and commensurate with these job functions, this job role includes accountabilities for following Bank policies and related procedures, as well as regulatory requirements involving federal and state laws, regulations, and related guidance.
* Compliance with Bank Secrecy Act (BSA), including accurate completion of Currency Transaction Reports (CTR) when applicable, Anti-Money Laundering Act (AML), Office of Foreign Asset Control (OFAC) and the USA PATRIOT Act. Adhere to Customer Identification, Customer Due Diligence and reporting of suspicious activities to the BSA Department.
NON-EXEMPT/HOURLY COMPETENCIES:
* Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current.
* Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.
* Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times.
PERSONAL BANKER - N. BALDWIN AVE.
Investment banker job in Marion, IN
If you are searching for an employer that provides you with unlimited career growth and development opportunities, look no further! Learn how STAR Financial Bank strives to be the employer of choice in Indiana and truly defines OneTeam. STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service,personalized banking solutions and innovative use of technology for more than 75 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and to our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.
The Personal Banker position is included in a workplace model that does not allow remote work.
As a Personal Banker, essential responsibilities include:
* Process and validate a variety of financial transactions, including accepting and dispensing cash, cashing checks and other instruments, and maintaining accurate records of same
* Communicate with customers and potential customers to gather information for the evaluation of needs and recommending STAR's products and services to fit those needs
* Accept loan, credit card, and other payments
* Accurately balance and maintain cash drawer
* Provide superior customer service
* Initiate new accounts
* Evaluate and respond timely to customer issues, through direct personal action or referral to proper source
* Provide customers with account-based information and assist with other services
* Maintain and update knowledge relating to bank products, services and procedures
* Adhere to and apply all operational policies and procedures
* Complete annual compliance training.
Skills Needed
* Ability to identify and recommend customer solutions
* Ability to provide superior customer service
* Strong attention to detail with accuracy in processing
* Strong organizational skills
* Strong oral and written communication skills
* Strong critical thinking and problem-solving skills
* Ability to perform required duties and to keep current on product and service offerings
* Ability to align with STAR's Core Values and Brand Behaviors
* Proficiency in computer skills, including Windows-based systems
Selected candidates are intended to become a Personal Banker II after 90 days of employment and must complete all certification requirements.
Schedule Needs
The Personal Banker role requires approximately 38.5 hours per week, scheduled between 8:30am and 5:15pm, Monday through Friday, with a rotating Saturday shift from 8:45am to 12:15pm. On weeks you're scheduled to work Saturday, you'll receive a shortened workday that week.
Travel Expectations
Assignments or training sessions may be held at various locations, such as Marion, Fishers, and Fort Wayne.
In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 10 1/2 holidays.
Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.
STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.