Retail Banking Specialist
Investment banker job in Evansville, IN
Adecco is currently assisting one of its clients in their search for a Title Insurance Specialist in Evansville, IN!
Pay rate: $22/hr
Shift availability: Mon - Fri, 8a-5p
4 months - TEMP
For instant consideration for this role, click on Apply Now
The Title Insurance Specialist is responsible for accurately and promptly establishing, updating, and maintaining customer title files. This role involves planning and managing title processes based on workload and effectively communicating with internal and external partners as needed. Additionally, the specialist will build the necessary skillsets to evolve into examining and resolving complex title issues.
Our ideal candidate must have/must be able to:
Must be able to plan, manage, and prioritize activities and pipelines to meet workload demands.
Communicate and collaborate with title insurance underwriters and all internal or external customers to resolve any title situations that may arise, while maintaining a high level of customer service by proactively engaging with lenders, vendors, and customers.
Must understand Title Insurance Rates, endorsements and other title related fees to prepare title insurance invoices and is compliant with TRID regulations.
Develop the ability to prepare or review title documentation, title commitments and title insurance policies.
Develop the knowledge to be able to review and analyze title reports, lien searches, property taxes, chain of title, legal descriptions, surveys, and other related documents to identify and resolve any title defects or issues.
Develop the knowledge needed to prepare and review title documentation to clear requirements identified on the title commitment.
Learn to research and investigate to verify property ownership, liens, judgments and other encumbrances that may affect title.
Learn to maintain accurate and organized records of all title curative activities, including documentation of research, findings, and resolutions in file.
Stay updated on industry regulations, best practices, and market trends related to title curative processes.
Education/Certification Requirements:
High School Diploma or GED
Experience requirements:
Experience in title insurance and/or curative (or a similar role)
Knowledge of title insurance policies, title commitments, and title curative processes.
Proficiency in conducting thorough research using online databases, public records, and other relevant sources.
Effective communication and interpersonal skills to collaborate with internal and external stakeholders.
Detail-oriented with a high level of accuracy and ability to prioritize and manage multiple tasks simultaneously.
Proficiency in MS office required, experience with title industry software preferred
As a reminder, this role is being recruited for by one of our National Recruitment Teams and not your local Branch. To be considered, please follow the steps included upon your application. If you are interested in a Title Insurance Specialist in Evansville, IN apply NOW for instant consideration!
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to **********************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Personal Banker II - $25hr
Investment banker job in Princeton, IN
As a Member Financial Specialist, you ll help UNIFY s credit union members safeguard their assets!
At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.
Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions ).
We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that!
Daily, you will
Listen to understand members needs.
Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.).
Provide solutions based on training and available resources.
Build upon concepts and become a trusted expert.
Have passion to help and compassion to understand.
Work in various platforms within the branch.
What you will get from us:
Competitive pay: Base wage starts at $25 per hour.
A clearly defined career path with promotion opportunities based on your performance.
Three weeks of job-preparedness training
A leadership team committed to motivation and a positive environment.
A culture of inclusivity, belonging and fairness
Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives
Bilingual and weekend hourly pay differential, where applicable.
What we need from you:
Passion for helping people and an empathetic ear to our member s needs.
Thirst for knowledge and desire to grow.
Ability to build relationships with credit union members and teammates.
Willingness to make outbound follow-up calls to credit union members.
Ability to change in daily tasks, procedures, and workspace.
High school diploma or equivalent
Computer experience, including ability to type documentation while listening and engaging.
____________________________________________________________________
Overview:
UNIFY Financial Credit Union is one of the nation s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, providing superior service to our members. In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful
Summary:
The Member Financial Specialist is a key branch team member that will perform both service and sales activities.
MFS s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed.
Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution.
Essential Duties & Responsibilities:
Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis.
Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting.
Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans.
Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines.
Performs functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies, procedures and guidelines.
Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members future needs by conducting financial needs analysis.
Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results.
Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales.
Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards.
May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business.
Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately.
Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed.
Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements.
Participates in the opening and closing of the branch and may oversee operations in the absence of the manager.
Is an advocate and subject matter expert on digital banking options for members.
Becomes a Notary Public to service member needs.
Performs other duties, as assigned.
Required Skills:
Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs.
Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs.
Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service.
Strong customer/member service skills.
Ability to analyze member s financial needs and provide related information and/or data to demonstrate the benefits.
Work under intensive and competing deadlines.
Qualifications:
Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution.
Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications.
Requires lending certification or the willingness and aptitude to gain certification within three months of hire
Requires Notary Certification or the willingness and aptitude to gain certification within three months of hire
See the UNIFY Difference!
At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.
Competitive Compensation and Excellent Benefits Package* Includes:
Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance
Dependent and Medical Care - Flexible Spending Accounts
Vacation, Sick, Personal and Holiday Pay
401(K) Plan with employer match
Education reimbursement for approved programs
UNIFY banking privileges for you and your family
*All programs subject to review and change
An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation.
UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at ****************
#IND123
Personal Banker
Investment banker job in Newburgh, IN
Job Title: Personal Banker As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. What You'll Do:
* Day in the Life - Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management.
* What it Takes - To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals. You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products.
Bonus Points:
* Bilingual/Multilingual
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Education assistance program
* Paid family bonding leave
* Wellness benefits
* Life event coverage
* Service awards
* Financial benefits including 401(k) match, stock purchase plan, loan discounts and more
* National and local discounts on everything from computers and vacations to phones and retail shopping
* Free checking account, checks and discounted bank services
This position will travel among the following locations:
* 3300 North Green River Road, Evansville, IN 47715
* 8477 Bell Oaks Drive, Newburgh, IN 47630
* 961 South Hebron Ave, Evansville, IN 47714
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
Float Concierge Banker
Investment banker job in Newburgh, IN
Start your career with Heritage Federal Credit Union! Heritage Federal Credit Union, a Readers' Choice Best Credit Union gold award recipient, is growing thanks to the focus on helping our members and community. At Heritage, we foster a dynamic and collaborative environment where your contributions truly make a difference. As we continue to expand, we are searching for a Float Concierge Banker to join our amazing team!
The Float Concierge Banker requires flexibility in working across multiple branches and Virtual Banking Center (VBC), providing support where needed to ensure an optimal member experience. The Float Concierge Banker will assist members via on-screen, video experience, phone, chat, or in person. Weekday scheduling and location may vary; however, stipend pay will be applied. Candidates' availability will also need to be Fridays from 8:00 am - 6:30 pm, and Saturdays (rotating) from 8:30 am - 12:30 pm.
Starting Pay: $17.80/hour
Primary Responsibilities:
* Flexibility and the ability to work at multiple locations as needed
* Assist members via on-screen, video experience, phone, chat, or in person
* Stay updated in ITM functionalities to better assist members
* Process member requests, including address/phone/email changes, wire transfers, stop payment requests, check orders and more
* Open new membership accounts
* Answer any questions about Heritage products and services
* Produce quality referrals to Senior and Relationship Bankers
* A flexible schedule to accommodate the needs of the business
* Maintaining knowledge of credit union products and services
* Filling in at other locations as needed
* Has mastered all the skills required in the virtual teller, account manager, and concierge banker job description
Qualifications Include:
* 100% Travel availability
* High School diploma or GED
* 1 year of experience in finance or sales
* Excellent customer service
* Experience working in a call center or similar environment
* Self-motivated professional
About Heritage Federal Credit Union
Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
EOE
Financial Counseling Rep I
Investment banker job in Evansville, IN
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration
The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications.
In this role, the successful candidate must display a strong sense of patient care and attention to detail.
Responsibilities:
Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment.
Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
Contact insurance carriers or other sources and act as an advocate for the patient.
Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved.
Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations.
Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
Maintain accurate documentation of pre-processing information.
Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
Perform all other duties and projects as assigned.
Required Qualifications:
High school diploma is required
At least one year of call center experience
Attention to detail
Strong customer service experience
Ability to multi-task and navigate between multiple systems simultaneously
Ability to handle a large volume of incoming calls
Abilty to be n your feet for an extended period of time.
Desired Qualifications:
Previous experience as a financial counselor with background in medical terminology preferred
Understanding of State and Federal assistance
Physical Requirements:
See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands.
Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment.
Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations.
Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc.
Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).
For this US-based position, the base pay range is $14.92 - $20.24 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. (*****************************
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, 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. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent (***********************************************************************************
To learn more, visit: R1RCM.com
Visit us on Facebook (*******************************
R1 is the leader in healthcare revenue management, helping providers achieve new levels of performance through smart orchestration. A pioneer in the industry, R1 created the first Healthcare Revenue Operating System: a modular, intelligent platform that integrates automation, AI, and human expertise to strengthen the entire revenue cycle. With more than 20 years of experience, R1 partners with 1,000 providers, including 95 of the top 100 U.S. health systems, and handles over 270 million payer transactions annually. This scale provides unmatched operational insight to help healthcare organizations unlock greater long-term value. To learn more, visit: ********************* .
Main Banker, Cage
Investment banker job in Owensboro, KY
ORPORATED Headquartered in Louisville, Kentucky, Churchill Downs Incorporated has expanded through the development of live and historical racing entertainment venues, the growth of the TwinSpires horse racing online wagering business and the operation and development of regional casino gaming properties. Churchill Downs Incorporated is an inclusive and fun place to work. We celebrate unique approaches and points of view. We believe diversity is a mindset that drives excellence. We're always learning, evolving and growing. We innovate through mutual respect of ideas and collaboration. This allows us to build a common language that inspires our team members and propels us toward the achievement of our vision.
JOB SUMMARY
The Cage Main Banker plays a critical role in the financial integrity of the gaming facility by accurately distributing funds to internal departments and performing complex cashiering duties. This position is responsible for reconciling and verifying large volumes of incoming and outgoing funds while maintaining detailed records and compliance with all applicable policies, regulations, and controls. The ideal candidate demonstrates high attention to detail, integrity, and exceptional money-handling skills in a fast-paced environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Distribute money to internal departments and verify the accuracy of all monetary transactions.
* Accurately perform daily balancing of the main bank, including large cash counts and documentation.
* Maintain and update records such as Multiple Transaction Logs (MTL), Negotiable Instrument Logs (NIL), Currency Transaction Reports (CTR), and Suspicious Activity Reports (SAR).
* Complete drop and kiosk procedures, including replenishing, loading/unloading, and transporting cassettes and cash.
* Sort, bundle, and bag paper currency and coins for deposit or redistribution.
* Rotate currency by strap date and ensure proper labeling with initials/ID numbers.
* Load and unload ATM and kiosk machines, generating and reviewing related reports.
* Follow all department policies, safety procedures, and regulatory requirements.
* Request supervisory support when appropriate and escalate issues as needed.
* Promote a collaborative work culture, offering support to team members and contributing positively to team goals.
* Display flexibility by working required shifts including weekends, holidays, and nights.
REQUIRED SKILLS AND ABILITIES
* Strong mathematical aptitude and ability to accurately count and handle large sums of money.
* Proficiency in cash handling procedures and understanding of financial compliance reporting.
* Ability to operate currency counters, coin sorters, and other cage-related equipment.
* Strong organizational and recordkeeping skills with keen attention to detail.
* Demonstrated reliability, trustworthiness, and ability to handle sensitive financial transactions with discretion.
* Excellent interpersonal and communication skills; ability to work collaboratively in a team setting.
* Ability to multitask, stay focused under pressure, and meet deadlines in a fast-paced environment.
EDUCATION AND EXPERIENCE
* High school diploma or equivalent required.
* Minimum one (1) year of cash handling experience or equivalent financial work experience.
* Prior experience in gaming operations or financial services is preferred.
* Must be able to obtain and maintain a valid Kentucky gaming/racing license.
* Must be 21 years of age or older to apply.
PHYSICAL REQUIREMENTS & WORKING CONDITIONS
* Regularly required to stand for extended periods, use hands and fingers, reach with arms, and communicate clearly.
* Occasionally required to sit, stoop, or crouch.
* Must occasionally lift and/or move up to 10 pounds.
* Visual requirements include close, distance, color, peripheral, and depth perception.
* Work environment varies between moderately quiet office settings and loud gaming floor conditions.
* Exposure to cigarette smoke may occur when working on the gaming floor.
* Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
CHURCHILL DOWNS INCORPORATED
Churchill Downs Incorporated ("CDI") (Nasdaq: CHDN) has been creating extraordinary entertainment experiences for over 150 years, beginning with the company's most iconic and enduring asset, the Kentucky Derby. Headquartered in Louisville, Kentucky, CDI has expanded through the acquisition, development, and operation of live and historical racing entertainment venues, the growth of online wagering businesses, and the acquisition, development, and operation of regional casino gaming properties.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Work With Us
Churchill Downs Incorporated is an inclusive and fun place to work. We celebrate unique approaches and points of view. We believe diversity is a mindset that drives excellence. We're always learning, evolving and growing. We innovate through mutual respect of ideas and collaboration. This allows us to build a common language that inspires our team members and propels us toward the achievement of our vision.
Already Work Here?
Here's a link to apply internally:
Employee Login
Personal Banker Associate I - Fifth Third Center Evansville
Investment banker job in Evansville, IN
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
* Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
* Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
* Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
* Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
* Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
* Provide guidance to CSRs with respect to the sales and referral process.
* Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
* Act with confidence by answering customer questions and owning customer issues.
* Maintain a position of trust and responsibility by keeping all business confidential.
* Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
* Adhere to established policies and procedures while opening/servicing the full range of Retail products.
* Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
* Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
* Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* College degree or work experience providing transferrable skills, or, combination of education and experience.
* Experience in the financial industry preferred.
* Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
* Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
* Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
* Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
* This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
WORKING CONDITIONS:
* Normal office environment.
* Extending viewing of computer screens.
* This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
* Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banker Associate I - Fifth Third Center Evansville
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Evansville, Indiana 47708
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyFinancial Services Representative
Investment banker job in Morgantown, KY
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15-$18
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time Team Members.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
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.
Auto-ApplyPersonal Banker
Investment banker job in Owensboro, KY
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Owensboro, KY at the Frederica branch.
**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.
Market Relationship Banker
Investment banker job in Princeton, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
* Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
* Cross sells products and services and refers to business product partners to ensure client needs are met.
* Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
* Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
* Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
* Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
* Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
* Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
* Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
* Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
* Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
* Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
* Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
* Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
* Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
* Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
* Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
* Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
* Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
* Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
* Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
* Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
* Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
* Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
* May manage an assigned client portfolio to handle all consumer banking relationship needs.
* Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
* Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience
* Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
* Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplyRelationship Banker I, PT
Investment banker job in Evansville, IN
Relationship Banker I, PT DEPARTMENT: Deposit Administration-Retail Department REPORTS TO: Assistant Banking Center Manager / Banking Center Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Part Time EEO Classification: 5 Administrative Support Workers JOB GRADE: C HOURS: Regular part-time, less than 30 hours/week. Saturday rotation required. SUMMARY: This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. EDUCATION & EXPERIENCE:
High school diploma or equivalent
Attend and complete Field and Main University courses
Prior customer service experience preferred
Cash handling/teller experience preferred
Understanding of basic mathematical skills
Good interpersonal communication and computer skills
ESSENTIAL DUTIES & RESPONSIBILITIES:
Manage large sums of currency with accuracy.
Receives cash and checks for deposits to accounts, verifies amounts, examines checks for proper endorsements, and enters transactions correctly into bank's computer system.
Examines identification and verifies validity.
Examines checks deposited and determine proper funds availability based on regulation requirements and completes hold notices accurately.
Processes large commercial deposits.
Processes savings withdrawals.
Processes loan payments: verify payment amounts and applies payment to loan accordingly.
Identifies counterfeit currency.
Ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud.
Issues cashier's checks, redeems U.S. savings bonds, processes safe deposit box payments, processes credit card payments and issues gift cards.
Buys and sells currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Knowledgeable of products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to: refer customers to the proper department for issues that cannot be resolved in retail.
Promote and cross-sell bank products and services.
Identifies and attempts to correct any discrepancies found in customer information files (CIF).
Assists in opening and closing of vault and night depository.
Balances cash drawer daily.
Balances TCR daily.
Participates in product training meetings.
Researches any outages and reports any unresolved discrepancies to the supervisor.
Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and teller roles and responsibilities relating to each act.
Opens and closes the bank by following established security procedures.
Lives and represent the Field and Main culture and brand.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other duties as assigned.
COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.
Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursuing continuing education opportunities to advance technical skills.
Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision.
Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks.
Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners.
Interpersonal Relationship Skills -Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance.
Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job.
Adherence to Policies and Procedures - Understand s the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information.
ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs.
This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job
descriptions and duties may be modified when deemed appropriate by management.
03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled
Relationship Banker II (Evansville Branch)
Investment banker job in Evansville, IN
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:_**
$42,390.69 USD
**_Median:_**
$50,378.50 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**
Evansville
**Location:**
Evansville, Indiana
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.
Inbound Personal Banker
Investment banker job in Owensboro, KY
Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Responds to incoming inquiries or proactively makes outreach calls to existing and potential customers to meet their needs by building relationships, establishing trust, and making appropriate product recommendations. Educates customers or prospects on the advantages and disadvantages of different product options. Products include but are not limited to: installment loans and credit products, checking and saving products, certificates of deposit, credit cards, etc. Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. Provides customer service responding to questions about application status, accounts and resolving various problems and processing errors. Interfaces with internal support staff and ensures referrals are responded to in a timely manner.
**Basic Qualifications**
- Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record
-High school diploma or equivalent
-Two or more years of sales experience
**Preferred Skills/Experience**
-Phone sales experience
-In-depth knowledge of bank retail products and services, rates, terms, fees and regulations, as well as the company's product philosophy and policy
-Demonstrated effective use of consultative sales approach and referral skills
-Solid PC and keyboard skills
-Strong knowledge and accuracy of systems, lending policies and Inbound and Outbound procedures and operations
-Proven commitment to high quality customer service
-Effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
-Strong verbal communication skills including both telephone and interpersonal skills
-Strong critical thinking and problem-solving skills to help address the customer needs
**The schedule for this role is 1pm-10pm CST during the week and 9am-5pm every Saturday. This role requires you to be available to work every Saturday.**
**Location expectations**
This role is designated as U.S. home-based remote.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Personal Banker
Investment banker job in Evansville, IN
Job Title: Personal Banker
As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services.
What You'll Do:
Day in the Life - Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management.
What it Takes - To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals. You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products.
Bonus Points:
Bilingual/Multilingual
What we can offer you:
Medical, dental, vision, STD, LTD, Life insurance, etc.
17 days paid time off, 11 paid holidays and bereavement leave
Education assistance program
Paid family bonding leave
Wellness benefits
Life event coverage
Service awards
Financial benefits including 401(k) match, stock purchase plan, loan discounts and more
National and local discounts on everything from computers and vacations to phones and retail shopping
Free checking account, checks and discounted bank services
This position will travel among the following locations:
3300 North Green River Road, Evansville, IN 47715
8477 Bell Oaks Drive, Newburgh, IN 47630
961 South Hebron Ave, Evansville, IN 47714
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
Personal Banker Associate I - West Side
Investment banker job in Evansville, IN
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs with respect to the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of Retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
College degree or work experience providing transferrable skills, or, combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
WORKING CONDITIONS:
Normal office environment.
Extending viewing of computer screens.
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banker Associate I - West Side
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Evansville, Indiana 47712
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyMarket Relationship Banker
Investment banker job in Princeton, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
Auto-ApplyDigital Banking Specialist I/II
Investment banker job in Henderson, KY
Digital Banking Specialist I DEPARTMENT: Deposit Administration-Customer Care Department REPORTS TO: Customer Care Center Officer, AVP SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: E HOURS: Regular full-time 40 hours, no Saturday rotation required. SUMMARY: Responds to a variety of customer inquiries via telephone and mobile messaging while meeting customer service quality and production standards. Performs research to resolve issues, educate clients, and promotes products and services. Recognizes selling and referral opportunities and offers new products, services, and solutions to meet customers' needs as appropriate. Meets the needs of customers by becoming familiar with all bank products and services, to assist and refer them to appropriate departments for additional sales opportunities. Proficient in navigating multiple online computer applications with technical proficiency. Provides consistent, courteous, professional, accurate, timely, knowledgeable, and patient service to the customer while performing duties within the realm of banking regulations which protects the customer and the bank. EDUCATION & EXPERIENCE:
High school diploma or equivalent.
Minimum of (1) year call center experience preferred.
Experience with Jack Henry core banking system preferred.
Ability to work with CRM.
Attends and completes Field & Main University courses.
Prior customer service experience preferred.
Knowledgeable in a variety of bank products and services.
Excellent sales, interpersonal communication, organizational skills, and computer skills.
Above average computer and keyboard skills.
Strong interpersonal and customer service skills.
Ability to work independently and in a team environment.
Ability to work in an open-office environment with interruptions.
Proven problem-solving skills.
Cash handling/teller experience preferred.
Understanding basic mathematical skills.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss or fraud.
Responds to inquiries from internal and external customers.
Has meaningful conversations to identify customer needs and offers new opportunities by cross-selling and/or referring appropriate business lines to deepen customer relationships.
Proficient in a wide variety of bank products and services.
Processes electronic transactions; deposits, withdrawals, safe deposit box payments, credit card payments, etc.
Identifies and corrects discrepancies found in customer information profiles (CIF).
Scan and indexes all necessary documents in Synergy.
Research transactions in 4Sight image repository.
Performs maintenance at CIF and account level.
CUSTOMER EXPERIENCE:
Assist employees from other departments with customer inquiries. (Including CRM requests)
Assists customers through all means of digital communication (Telephone, Banno, Digital First, Email, etc.)
Monitor and assist customers using ITM.
Responds to inquiries and assists with debit cards, online banking, bill pay, telephone banking, apple pay/google pay and all other electronic banking products and services in compliance with all financial institution regulations.
Research and resolve issues with Zelle payments through PayCenter.
Resolves problems through diagnoses and discussion with other team members and the user. Then takes necessary steps to research, isolate, and resolve the issue.
Manages difficult customer situations and follows through with resolutions to ensure customer satisfaction.
Assist customers with various types of fraud including debit card, remotely created check, compromised online banking credentials, etc.
Proficient in bank software used to print instant issue debit cards.
Interacts with customers using chat features to answer questions and provide solutions in a professional manner.
Knowledgeable of and explains products and services offered by the bank (Retail, Loan, Trust) to; either assist with needs or refer customers to the proper department for issues that cannot be resolved in the customer care center.
Check and respond to the Customer Care email inbox.
Completes account verifications through SSA, Lexus Nexus, Thomas Reuters, Mailed/Faxed.
DEPOSIT OPERATIONS:
Completes E-Statement Report.
Completes dormant and charged off account netteller report.
Completes weekly Case Tracker report.
Completes ACH Origination report.
SALES:
Explains, promotes, and enrolls customers in self-service products, including touchtone banking, debit cards, online banking, bill pay, and mobile banking.
Cross-sells bank products and services.
Progressively learns all electronic services offered by the bank.
Proactively prospects for new business. Actively refers loans, trust, and brokerage services to appropriate financial institutions specialists.
Has meaningful conversations to identify customers' needs and offers new opportunities by cross-selling or referring to appropriate business lines to deepen customer relationships.
OTHER:
Participates in sales, service, and product training meetings.
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act.
Knowledgeable in all aspects of fraud prevention and detection regarding all electronic services provided by the bank.
Lives and represents the Field & Main culture and brand.
Other duties as assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.
Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills.
Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision.
Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks.
Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners.
Interpersonal Relationship Skills -Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance.
Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job.
Adherence to Policies and Procedures - Understand s the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information.
ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs.
This may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job
descriptions and duties may be modified when deemed appropriate by management.
Digital Banking Specialist II DEPARTMENT: Deposit Administration - Customer Care Department REPORTS TO: Customer Care Center Officer, AVP SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours, no Saturday rotation required. SUMMARY: Responds to a variety of customer inquiries via telephone and mobile messaging while meeting customer service quality and production standards. Performs research to resolve issues, educate clients, and promotes products and services. Recognizes selling and referral opportunities and offers new products, services, and solutions to meet customers' needs as appropriate. Meets the needs of customers by becoming familiar with all bank products and services, to assist and refer them to appropriate departments for additional sales opportunities. Proficient in navigating multiple online computer applications with technical proficiency. Provides consistent, courteous, professional, accurate, timely, knowledgeable, and patient service to the customer while performing duties within the realm of banking regulations which protects the customer and the bank. This position will also provide basic cash receipt and payment services to customers in accordance with financial institution procedures on an “as-needed basis.” (Vacations, Sick Days, etc.) EDUCATION & EXPERIENCE:
High school diploma or equivalent.
Minimum of (2) year of banking experience preferred.
Experience with Jack Henry core banking system preferred.
Ability to work with CRM.
Attends and completes Field & Main University courses.
Prior customer service experience preferred.
Knowledgeable in a variety of bank products and services.
Excellent sales, interpersonal communication, organizational skills, and computer skills.
Above average computer and keyboard skills.
Strong interpersonal and customer service skills.
Ability to work independently and in a team environment.
Ability to work in an open-office environment with interruptions.
Proven problem-solving skills.
Cash handling/teller experience preferred.
Understanding of basic mathematical skills.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss or fraud.
Responds to inquiries from internal and external customers.
Has meaningful conversations to identify customer needs and offers new opportunities by cross-selling and/or referring appropriate business lines to deepen customer relationships.
Proficient in a wide variety of bank products and services.
Processes electronic transactions; deposits, withdrawals, safe deposit box payments, credit card payments, etc.
Identifies and corrects discrepancies found in customer information profiles (CIF).
Scan and indexes all necessary documents in Synergy.
Research transactions in 4Sight image repository.
Performs maintenance at CIF and account level.
RETAIL:
Performs all teller functions as a Relationship Banker I as needed.
Work a cash drawer as needed.
Balances cash drawer as needed.
Balances TCR as needed.
Balances ATM as needed.
Assists in opening and closing of vault and night depository as needed.
Research any outages and reports any unresolved discrepancies to supervisor and Senior Customer Care Specialist.
Opens and closes the banking center by following established security procedures.
CUSTOMER EXPERIENCE:
Assist employees from other departments with customer inquiries. (Including CRM requests)
Assists customers through all means of digital communication. (Telephone, Banno, Digital First, Email, etc.)
Monitor and assist customers using ITM.
Responds to inquiries and assists with debit cards, online banking, bill pay, telephone banking, apple pay/google pay and all other electronic banking products and services in compliance with all financial institution regulations.
Research and resolve issues with Zelle payments through PayCenter.
Monitor, review, and process checks through mobile deposit, Smart Pay.
Review MRDC access requests in Banno.
Monitor, review, and process checks through CFS.
Monitor daily Zelle reports from PayCenter.
Monitor and input Zelle cases in EWS as needed.
Resolves problems through diagnoses and discussion with other team members and the user. Then takes necessary steps to research, isolate, and resolve the issue.
Manages difficult customer situations and follows through with resolutions to ensure customer satisfaction.
Assist customers with various types of fraud including debit card, remotely created check, compromised online banking credentials, etc.
Proficient in bank software used to print instant issue debit cards.
Interact with customers using a chat feature to answer questions and provide solutions in a professional manner.
Knowledgeable of and explains products and services offered by the bank (Retail, Loan, Trust) to; either assist with needs or refer customers to the proper department for issues that cannot be resolved in the customer care center.
Check and respond to the Customer Care email inbox.
Completes account verifications through SSA, Lexus Nexus, Thomas Reuters, Mailed/Faxed.
DEPOSIT OPERATIONS:
Completes E-Statement Report.
Completes dormant and charged off account netteller report.
Completes weekly Case Tracker report.
Completes ACH Origination report.
Reviews and processes fraud items in Yellowhammer.
SALES:
Explains, promotes, and enrolls customers in self-service products, including touchtone banking, debit cards, online banking, bill pay, and mobile banking.
Cross-sells bank products and services.
Progressively learns all electronic services offered by the bank.
Proactively prospects for new business. Actively refers loans, trust, and brokerage services to appropriate financial institutions specialists.
Has meaningful conversations to identify customers' needs and offers new opportunities by cross-selling or referring to appropriate business lines to deepen customer relationships.
OTHER:
Participates in sales, service, and product training meetings.
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act.
Knowledgeable in all aspects of fraud prevention and detection regarding all electronic services provided by the bank.
Lives and represents the Field & Main culture and brand.
Other duties as assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.
Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills.
Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision.
Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks.
Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners.
Interpersonal Relationship Skills -Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance.
Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job.
Adherence to Policies and Procedures - Understand s the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information.
ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs.
This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job
descriptions and duties may be modified when deemed appropriate by management.
REV. 08/12/2025 KBS EOE/Minorities/Women/Vets/Disabled
Personal Banker Associate II - Evansville Area
Investment banker job in Evansville, IN
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs with respect to the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of Retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
College degree or work experience providing transferrable skills or combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position.
WORKING CONDITIONS:
Normal office environment.
Extending viewing of computer screens.
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banker Associate II - Evansville Area
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Evansville, Indiana 47715
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyRelationship Banker
Investment banker job in Huntingburg, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team.
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If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyRelationship Banker I, PT
Investment banker job in Henderson, KY
Relationship Banker I, PT DEPARTMENT: Deposit Administration-Retail Department REPORTS TO: Assistant Banking Center Manager / Banking Center Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Part Time EEO Classification: 5 Administrative Support Workers JOB GRADE: A HOURS: Regular part-time, less than 30 hours/week. Saturday rotation required. SUMMARY: This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. EDUCATION & EXPERIENCE:
High school diploma or equivalent
Attend and complete Field and Main University courses
Prior customer service experience preferred
Cash handling/teller experience preferred
Understanding of basic mathematical skills
Good interpersonal communication and computer skills
ESSENTIAL DUTIES & RESPONSIBILITIES:
Manage large sums of currency with accuracy.
Receives cash and checks for deposits to accounts, verifies amounts, examines checks for proper endorsements, and enters transactions correctly into bank's computer system.
Examines identification and verifies validity.
Examines checks deposited and determine proper funds availability based on regulation requirements and completes hold notices accurately.
Processes large commercial deposits.
Processes savings withdrawals.
Processes loan payments: verify payment amounts and applies payment to loan accordingly.
Identifies counterfeit currency.
Ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud.
Issues cashier's checks, redeems U.S. savings bonds, processes safe deposit box payments, processes credit card payments and issues gift cards.
Buys and sells currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Knowledgeable of products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to: refer customers to the proper department for issues that cannot be resolved in retail.
Promote and cross-sell bank products and services.
Identifies and attempts to correct any discrepancies found in customer information files (CIF).
Assists in opening and closing of vault and night depository.
Balances cash drawer daily.
Balances TCR daily.
Participates in product training meetings.
Researches any outages and reports any unresolved discrepancies to the supervisor.
Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and teller roles and responsibilities relating to each act.
Opens and closes the bank by following established security procedures.
Lives and represent the Field and Main culture and brand.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other duties as assigned.
COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.
Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursuing continuing education opportunities to advance technical skills.
Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision.
Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks.
Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners.
Interpersonal Relationship Skills -Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance.
Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job.
Adherence to Policies and Procedures - Understand s the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information.
ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs.
This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job
descriptions and duties may be modified when deemed appropriate by management.
03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled