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Investment banker jobs in Kingsport, TN

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  • Financial Representative

    Western & Southern Financial Group 4.8company rating

    Investment banker job in Kingsport, TN

    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.
    $46k-82k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Justin Manuel-State Farm Agent

    Investment banker job in Gate City, VA

    Job DescriptionBenefits: Bonus based on performance Opportunity for advancement Paid time off Training & development Competitive salary ROLE DESCRIPTION: As a Financial Services Representative with Justin Manuel State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off Growth potential/Opportunity for advancement within my office
    $25k-40k yearly est. 10d ago
  • Overstaff Financial Services Representative

    Worldacceptance

    Investment banker job in Kingsport, TN

    World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go. The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance. Hourly Pay: $17 - $19 What You'll Do: Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions. Guide customers toward upward credit mobility through responsible financial choices. Deliver top-tier customer service by assisting with questions, concerns, and available products. Process and prepare loan applications, documents, and renewals accurately. Take and process customer payments. Prepare and execute loan closings on current and renewal loans. Balance assigned cash drawer daily and ensure all transactions are accurate. Complete daily branch bank deposits and, as needed, transport funds to and from the bank. Maintain strong customer relationships and represent the company's values in every branch supported. Collaborate with Branch Managers and team members to meet performance goals. Other duties include but are not limited to: Calling approved and unmade applications to close loans daily. Supporting tax services and helping build tax clientele. Sending complete and accurate credit denial letters within 30 days from the date of application. Paying branch expenses as instructed by the Branch Manager. Travel Requirements & Coverage Area: Reliable transportation for daily travel to assigned branches and bank deposits. Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager. Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable. Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting. Experience That Will WOW Us! Demonstrated self-confidence, organization, and adaptability. A history of kindness, compassion, and helping others succeed. A mindset focused on quality, problem-solving, and openness to new ideas. Team-oriented approach - willing to pitch in, learn, and lead by example. Basic computer proficiency and comfort learning new systems. Valid driver's license and access to a dependable vehicle. Why World? Growth-minded culture: 80% of our Financial Services Representatives are promoted to management. Proven career paths: 75% of our Operations Executives began in similar roles. Community connection: Paid volunteer hours each year to give back. Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days. Work-life balance: Paid holidays, vacation time, and 401(k) with company match. Belonging & purpose: Join a team built on respect, collaboration, and genuine care. Be home for dinner: Your life outside of work is a priority. Make an impact: Help customers build stronger financial futures every day. Who Is World? Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care. Physical Demands and Working Conditions: Frequently stationary with regular movement throughout office environments. Occasional climbing, kneeling, bending, twisting, and reaching. Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force. Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. Fast-paced, high-demand environment requiring professionalism and adaptability. Frequent travel to branch locations; may include extended hours, evenings, or weekends. Standard indoor office settings with typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally. Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $17-19 hourly Auto-Apply 38d ago
  • Community Banker

    First Horizon Corp 3.9company rating

    Investment banker job in Morristown, TN

    Provides full-service banking to business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts. Key Responsibilities Include * Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions. * Cross-sells retail, investment, financial, and estate planning services. * Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. * Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. * Builds and maintains a portfolio mix of targeted high value and high potential clients. * Performs all other duties as assigned Qualifications Include * Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience * Knowledge of cash flow and business credit underwriting with commercial credit training preferred. * Ability to work effectively with individuals and groups across the company to manage customer relationships. * Excellent presentation, verbal and written communication skills. * Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. * Microsoft Office suite As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $33k-39k yearly est. 60d+ ago
  • Traditional Financial Services Representative - Morristown/White Pine

    Citizens National Bank 4.1company rating

    Investment banker job in Morristown, TN

    MISSION Grow a career in banking while creating a positive, distinctive banking experience through efficient, accurate and knowledgeable interactions with every client. ESSENTIAL FUNCTIONS Contributes to the success of the team by actively participating in shared responsibilities and goals. Completes a variety of client transactions in an accurate and efficient manner. Upholds numerous compliance and regulatory requirements while operating in a time pressured environment. Engages in client communication to determine and meet various needs and expectations. Seizes opportunities to continue education that improves skills and knowledge. QUALIFICATIONS Bachelor's degree or equivalent experience preferred Previous experience in a client service industry preferred Demonstrated knowledge of Citizens National Bank Proficient in technology based systems Proficient in professional written and verbal communication COMPETENCIES Work Ethic : Possess a strong willingness to demonstrate dependability, punctuality, proactivity, and diligence; demonstrates tenacity and readiness to go the extra mile Honesty & Integrity : Does not cut corners ethically; earns trust and maintains confidences; does what is right, not just what is politically expedient; speaks plainly and truthfully Positive Attitude : Exhibits passion and excitement over work; has a can-do attitude; coachable Teamwork : Works collaboratively across the organization to uphold our company mission; breaks down silos Efficiency : Able to produce significant output with minimal wasted effort; able to focus on the task at hand and not about what is to come Flexibility : Adjusts quickly to changing priorities and conditions; copes effectively with complexity and change Calm Under Pressure : Maintains stable performance when under heavy pressure or stress; not reactive Communication : Speaks and writes clearly and articulately without being overly verbose or talkative; maintains this standard in all forms of written communication including email Commitment : Being dedicated to the same mission as the company; cultural fit Good Judgment : Utilize available resources and knowledge to independently execute sound decisions based on common sense and established policy/procedures Professionalism : Presents a professional demeanor in dress, interpersonal interactions, and communication; employs personal accountability Intelligence : Learns quickly; demonstrates ability and eagerness to quickly and proficiently understand and absorb new information BENEFITS Medical, Dental and Vision - 100% paid for the employee Life Insurance 401k Short Term and Long Term Disability Paid Time Off Additional Voluntary Benefits Requirements General hours are Monday through Thursday from 7:30AM to 4:00PM and Fridays from 7:30AM to 6:00PM. We are an equal opportunity employer and welcome all qualified candidates to apply.
    $28k-33k yearly est. 59d ago
  • Personal Banker I

    First Community Bank 3.9company rating

    Investment banker job in Banner Elk, NC

    At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on “community banking,” employees find that they can make an impact through company-sponsored programs such as paid volunteer time, matching gifts for charitable contributions, and team participation in charitable events. Through a comprehensive wellness program, employees and their families challenge themselves to healthier lifestyles and receive the necessary motivation and tools. With over 50 locations in four states, First Community Bank offers competitive benefits and the personal service you would expect from a company that knows your community. We welcome all applicants and look forward to new colleagues joining our community! The Personal Banker provides customers with accurate information regarding the Bank's products and services, handle customer inquiries, and resolve customer complaints. The Personal Banker protects the Bank's image and contribute positively to the achievement of the Bank's overall goals and objectives. Duties and Responsibilities: Establish and promote cordial relationships with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction. Inform and suggest new banking products to customers. Provide information to customers on their account such as balance, account status, and check or payment clearing history. Ensure that all the Bank's policies, procedures, and regulatory guidelines are strictly complied with in the process of performing duties. Ensure the customers' confidential information is properly protected and only used for official purposes. Improve customers' banking experience by ensuring that the customers are attended to promptly and all their banking challenges are resolved without delay. Conduct effective checking sales presentations that will result in an appropriate account recommendation and asking for the customer's business. Introduce customers to the Tell-A-Friend program and eagerly hand out Tell-A-Friend coupons with an enthusiastic explanation with each customer transaction. Help customers to understand their in-person as well as digital banking options, allowing them to select the channel that aligns best with their personal preference for doing business with the Bank. Expand technology penetration of retail and business clients by pro-actively using the customer convenience channels offered by First Community Bank; personally using the services allows employees to be a better customer advocate. Open new accounts and service existing accounts as outlined by operational procedures, ensuring required documentation is received and archived at time of account opening. Ensure that deposit exceptions are minimal and addressed quickly after identifying with the goal of no account being at risk of closure due to documentation exceptions. Make qualified referrals to banking partners such as Wealth, Bearing Insurance, Mortgage, Commercial, and Treasury Services. Perform branch operational duties as assigned by Branch Manager, in accordance with operational procedures. Participate in marketing and awareness campaigns in the Bank to create and grow customer base. Consult customers on consumer loan options and explain their terms, process consumer loan applications with accuracy, understand and discuss debt ratios and consumer reports with customers, and ensure proper loan documentation is received for consumer non-real estate loans by understanding each transaction and what is required for lien perfection. In the event a lien is not perfected timely, bring resolution quickly to the outstanding item. Serve as Teller, maintaining a cash drawer, accepting deposits, cashing checks, processing cash advances and loan payments, and other teller transactions accurately and courteously while adhering to regulatory and operational procedures. Complete training, as assigned, within the expected timeframes. In some markets, may handle cash vault duties including: Completing end-of-day balancing of vault, including completion of the vault and currency log with the amounts of physical cash and coin in the vault, entering totals into Silverlake Teller, and completing close out of business day. Preparing currency and coin shipments and placing currency orders each week in accordance with operational procedures. Entering all teller outages into the electronic workflow-OWL, ensuring the balance in OWL matches the outage in general ledger. Reviewing and adding notes to the teller over/short report in Synergy on a daily basis and ensuring the outages are cleared/corrected. All employees are expected to support First Community Bank's mission, vision, and values by exhibiting commitment to the Company Standards of Conduct and executing to the fullest extent possible the duties detailed within this job description. Requirements High school diploma or equivalent One to five years of banking experience Effective listening skills demonstrated by the ability to listen to other people talk without interruptions, understand them, and then purpose solutions or make contributions based on the points made Patient and willingness to help others in solving problems while maintaining a positive attitude Proven record of outstanding customer service Demonstrated proficiency using banking platforms and common office software and systems Strong verbal and written communication skills Excellent negotiation skills and ability to influence people Strong attention to detail Ability to lift up to 25 pounds occasionally and to stand for extended periods of time Ability to sit in front of a computer for extended periods of time Ability to travel, as needed * The salary range is based on market data associated with the position and where the pay rate falls within the range is commensurate with experience, education, and other qualifications. * Salary Description $15.82 - $21.40/hour - Salary Grade 3*
    $15.8-21.4 hourly 60d+ ago
  • Relationship Banker

    New Peoples Bankshares

    Investment banker job in Kingsport, TN

    NON-EXEMPT also serves our Gate City office. PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing "subject to count" and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES * Knowledge of the general operations and procedures of New Peoples Bank. * Ability to meet and deal tactfully and courteously with the staff and general public. * Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. * Passion for customer service. * Professional etiquette. * Excellent verbal and written communication skills. * Proven sales skills. * Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $31k-41k yearly est. 23d ago
  • Relationship Banker II

    Regions Bank 4.1company rating

    Investment banker job in Morristown, TN

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose Owns and resolves customer issues Refers customers to an internal team of experts when complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences Bachelor's degree Life Insurance License One (1) year of cash-handling, banking, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Excellent relationship-building skills Strong communication and customer focus Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $40,159.60 USD Median: $47,727.00 USD Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsLakeway Main OfficeLocation:Morristown, Tennessee Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $40.2k-47.7k yearly Auto-Apply 12d ago
  • Business Banker

    First Citizens Bank 4.8company rating

    Investment banker job in Johnson City, TN

    Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Business Bankers develop and maintain an active prospect list, customer outreach plan and quality referral sources for companies, on average, between $1-$10MM in annual revenues. They are the primary contact for borrowing needs and provide subject matter expertise for deposit and cash flow management. Business Bankers work with various internal partners to build and manage full banking relationships. Responsibilities In this role you will get to: * Make an impact by contributing to the growth of the bank through business loans, deposits and fee income. * Leverage your network to engage with local business owners and companies to develop business lending opportunities. * Represent the bank in the community by attending and participating in civic, community and networking events. * Engage in an efficient loan approval process with open communication and exposure to credit partners. * Be part of a collaborative team with various bank partners to support and deepen the full client relationship. Qualifications Bachelor's degree with a minimum of 4 years experience in business lending, credit or business development. * Or- High school diploma or GED with a minimum of 8 years experience in business lending, credit or business development. Additional Requirements: Business development experience Preferred Qualifications: Established COI's and referral sources Financial analysis and credit underwriting skills Knowledge of business lending, deposit and cash management solutions Ability to provide financial guidance and expertise Sales planning and forecasting experience Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #LI-AM3
    $40k-79k yearly est. 12d ago
  • Personal Banker

    PNC 4.1company rating

    Investment banker job in Burnsville, NC

    Position OverviewAt 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 Banking organization, you will be based in Burnsville, North Carolina.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 SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles 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.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC 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.
    $32k-40k yearly est. Auto-Apply 4d ago
  • Personal Banker

    PNC Financial Services Group, Inc. 4.4company rating

    Investment banker job in Burnsville, NC

    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 Banking organization, you will be based in Burnsville, North Carolina. 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.
    $30k-38k yearly est. 3d ago
  • Community Banker

    First Horizon Bank 3.9company rating

    Investment banker job in Morristown, TN

    Provides full-service banking to business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts. **Key Responsibilities Include** + Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions. + Cross-sells retail, investment, financial, and estate planning services. + Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. + Builds and maintains a portfolio mix of targeted high value and high potential clients. + Performs all other duties as assigned **Qualifications Include** + Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination ofeducation and experience + Knowledge of cash flow and business credit underwriting with commercial credit training preferred. + Ability to work effectively with individuals and groups across the company to manage customer relationships. + Excellent presentation, verbal and written communication skills. + Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. + Microsoft Office suite As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $33k-39k yearly est. 60d+ ago
  • Relationship Banker

    New Peoples Bank 3.7company rating

    Investment banker job in Kingsport, TN

    NON-EXEMPT also serves our Gate City office. PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing “subject to count” and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES - Knowledge of the general operations and procedures of New Peoples Bank. - Ability to meet and deal tactfully and courteously with the staff and general public. - Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. -Passion for customer service. -Professional etiquette. -Excellent verbal and written communication skills. -Proven sales skills. -Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $30k-36k yearly est. 24d ago
  • Relationship Banker II

    Regions Bank 4.1company rating

    Investment banker job in Morristown, TN

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. **Primary Responsibilities** + Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions + Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones + Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types + Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier + Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose + Owns and resolves customer issues + Refers customers to an internal team of experts when complex financial goals and needs are recognized + Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. **Requirements** + High School Diploma or GED + Ability to work Saturdays as needed + Ability to handle cash and process cash transactions + Ability to communicate in person, on the phone, and through electronic channels + Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor + Ability to walk and stand for extended periods of time + Ability to lift up to twenty (20) pounds **Preferences** + Bachelor's degree + Life Insurance License + One (1) year of cash-handling, banking, and/or customer service experience **Skills and Competencies** + Ability to adhere to policies, procedures, and guidelines + Ability to assist customers with digital banking offerings + Ability to handle multiple priorities simultaneously + Ability to oversee large sums of cash + Excellent relationship-building skills + Strong communication and customer focus **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. **Job Range Target:** **_Minimum:_** $40,159.60 USD **_Median:_** $47,727.00 USD **Incentive Pay Plans:** This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* **Location Details** Lakeway Main Office **Location:** Morristown, Tennessee Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $40.2k-47.7k yearly 11d ago
  • Relationship Banker II (Bristol)

    Regions Bank 4.1company rating

    Investment banker job in Bristol, TN

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose Owns and resolves customer issues Refers customers to an internal team of experts when complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences Bachelor's degree Life Insurance License One (1) year of cash-handling, banking, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Excellent relationship-building skills Strong communication and customer focus Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $40,159.60 USD Median: $47,727.00 USD Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsBristol CentralLocation:Bristol, Tennessee Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $40.2k-47.7k yearly Auto-Apply 20d ago
  • Relationship Banker

    New Peoples Bankshares

    Investment banker job in Abingdon, VA

    NON-EXEMPT also serves our Bristol State Street Office. PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing "subject to count" and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES * Knowledge of the general operations and procedures of New Peoples Bank. * Ability to meet and deal tactfully and courteously with the staff and general public. * Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. * Passion for customer service. * Professional etiquette. * Excellent verbal and written communication skills. * Proven sales skills. * Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $28k-36k yearly est. 19d ago
  • Relationship Banker

    First Horizon Corp 3.9company rating

    Investment banker job in Kingsport, TN

    The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. Weekly Scheduled Hours: Monday - Thursday 8 am - 5 pm, Friday 8 am - 6 pm and every 4th Saturday 8:30 am - 1:30 pm ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development * Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. * Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. * Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. * Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. * Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience * Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). * Deliver excellent client experiences consistently and promptly resolve client issues effectively. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency * Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service. * Assist banking center management with "on the job training" of new associates. * Assist with dual control vault responsibilities and audit controls. * Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. * High school diploma or general education degree (GED) * 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $32k-37k yearly est. 2d ago
  • Relationship Banker

    New Peoples Bank 3.7company rating

    Investment banker job in Abingdon, VA

    NON-EXEMPT also serves our Bristol State Street Office. PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing “subject to count” and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES - Knowledge of the general operations and procedures of New Peoples Bank. - Ability to meet and deal tactfully and courteously with the staff and general public. - Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. -Passion for customer service. -Professional etiquette. -Excellent verbal and written communication skills. -Proven sales skills. -Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $27k-32k yearly est. 20d ago
  • Relationship Banker II (Kingsport Central)

    Regions Bank 4.1company rating

    Investment banker job in Kingsport, TN

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose Owns and resolves customer issues Refers customers to an internal team of experts when complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences Bachelor's degree Life Insurance License One (1) year of cash-handling, banking, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Excellent relationship-building skills Strong communication and customer focus Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $40,159.60 USD Median: $47,727.00 USD Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsKingsport CentralLocation:Kingsport, Tennessee Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $40.2k-47.7k yearly Auto-Apply 7d ago
  • Relationship Banker

    New Peoples Bankshares

    Investment banker job in Honaker, VA

    NON-EXEMPT PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing "subject to count" and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES * Knowledge of the general operations and procedures of New Peoples Bank. * Ability to meet and deal tactfully and courteously with the staff and general public. * Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. * Passion for customer service. * Professional etiquette. * Excellent verbal and written communication skills. * Proven sales skills. * Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $28k-37k yearly est. 13d ago

Learn more about investment banker jobs

How much does an investment banker earn in Kingsport, TN?

The average investment banker in Kingsport, TN earns between $83,000 and $278,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Kingsport, TN

$152,000
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