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Investment banker jobs in West Virginia

- 40 jobs
  • Bank Intern

    Pendleton Community Bank, Inc.

    Investment banker job in Franklin, WV

    Job Description BANKING INTERN ANY PCB LOCATION The PCB Internship is an exciting, engaging, and collaborative opportunity providing college students with a hands-on experience learning the variety of careers paths available in community banking through a departmental rotation format and strategic capstone project. Students selected engage directly with banking officers, executive and senior management, credit analyst, marketing programs, mortgage finance teams, commercial and retail banking groups, accounting team, human resources, training leaders, and much more throughout the 8-10-week paid internship. The role requires participation with other PCB interns in a team-oriented strategic capstone project. The project exists parallel with the departmental rotations and may have real world application. The final project will be presented to PCB Board of Directors, Executive, and Senior Management near the end of the internship. ACCOUNTABILITIES Responsive to bank and manager communications. Communicate in a polite, effective, and professional manner. Actively participate as part of a team working towards completion of a strategic capstone project. Show initiative and be a positive member of the business environment. Participate in online, in person and rotational area training schedules. Share ideas with leadership for improvement enhancing process, procedures, or delivery within assignments. Utilize problem solving and analytical skills. Perform various administrative and service-oriented functions as assigned. Engage and participate in community events and service projects PCB sponsors. Develop, maintain, and grow relationships with PCB team members during rotation and throughout internship. Deliver a positive customer experience when working internal and external partners. Ensure accuracy of documents, projects, presentations, and results delivery. Refer customers seeking products or services to the appropriate bank area. Maintain the highest degree of integrity and confidentiality at all times. Other duties as may be deemed necessary to support Bank activities. SALARY STATUS Hourly SKILLS NEEDED Ability to promote and market the bank through strong customer service and communication. Able to adjust quickly to different work situations in a fast-paced environment. Must be able to communicate thoughts clearly and professionally, both orally and in writing, to all levels of staff; as well as external contacts. Ensure accuracy in all aspects of the job, detect errors, and follow through on corrections and details. Ability to utilize various software platforms. Ability to manage time to complete assignments and responsibilities, prioritize multiple tasks, work efficiently, meet short deadlines, take direction despite frequent interruptions. Ability to establish and maintain cooperative and professional working relationships with those contacted in the course of work, including employees in other departments or facilities, vendors, and customers. QUALIFICATIONS Enrolled college student in good standing with their institution pursuing an undergraduate degree, preferably in business, finance, marketing, communication, accounting, or economics but not required. Strong written and verbal communication. Ability to think independently and work collaboratively within a team environment. Possess critical thinking skills and attention to detail. Able to handle multitask situations and working environment. Excellent time management skills. Adequate computer skills and ability to work with Microsoft Word and Excel Pendleton Community Bank is an equal opportunity employer / veteran / disability. Employment decisions are based on merit and business needs, and not on race, color, citizenship status, national origin, ancestry, gender, age, religion, creed, physical or mental disability, marital status, veteran status, political affiliation, or any other factor protected by law. As a federal contractor, PCB accepts priority referrals of protected veterans for our openings. FEIN 550251555 Member FDIC Equal Housing Lender
    $39k-72k yearly est. 8d ago
  • Quant Trader (Sports Event Market Making)

    Crypto.com 3.3company rating

    Investment banker job in Ansted, WV

    Job DescriptionA Sports Prediction Market Trader operates at the intersection of data analytics, financial expertise, and a passion for sports. This role involves market-making in sports prediction contracts and managing risk in sports prediction markets. The trader's objective is to leverage their understanding of both sports and market dynamics to maximize profits while carefully managing risks.Key Responsibilities Market Making and Trade Execution: Systematically providing liquidity by posting buy and sell offers, narrowing spreads, and facilitating efficient market operations as appropriate. Market Analysis: Continuously monitor a wide range of sports prediction markets-including but not limited to soccer, basketball, baseball, football, and emerging eSports-for price movements, liquidity, and volatility. Analyze historical data, trends, and live odds to identify trading opportunities. Risk Management: Monitor overall portfolio risk, position limits, and exposure caps to stay within risk tolerance. Adjust strategies based on variance, probability shifts, and new information. Trading Operations (BAU): Test and provide liquidity for new sports contracts when listed. Trading Development: Collaborate with developers and risk managers to improve the trading infrastructure, including connectivity, pricing, execution, and booking logic. Qualifications and Requirements Bachelor's degree in Mathematics, Statistics, Economics, Finance, Computer Science, or a related discipline. Advanced degrees are an asset. 5+ years of profitable sports prediction trading experience on a leading trading desk in a bank, proprietary trading firm, or market-making shop. Demonstrated experience in successfully building and managing trades. Familiarity with Python and a keen interest in expanding your technical skillset. Strong critical thinking skills and a commitment to continuous improvement. Excellent organizational and interpersonal skills, with strong attention to detail. Adaptive, self-motivated, enjoy challenges and responsibility, and thrive in fast-paced, competitive environments. Experience with prediction market platforms, sports betting exchanges, or similar financial environments. Ability to work effectively under pressure and in dynamic, fast-paced environments. Typical Day-to-Day Activities Monitor 24/7 market activity and update trading models with the latest data in collaboration with the team. Conduct pre-market and post-market analyses of upcoming sporting events, identifying key opportunities and risks. Place trades across multiple markets, responding to changes in live odds, news reports, and betting flows. Communicate with team members to discuss strategies, notable events, and market shifts. Monitor active positions, adjust orders, and hedge exposures throughout the day. Analyze trade outcomes and refine predictive models for future events. Prepare end-of-day summaries, performance reviews, and compliance reports. ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Walletâ„¢. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted. We may use artificial intelligence tools to analyze the content of your Resume/CV against the specific requirements for the position. The purpose is to support our recruitment team in reviewing applications more effectively. These tools assist our recruitment team in their evaluation of your application by providing recommendations, but they do not replace human judgment. Final hiring decisions are ultimately made by humans who consider the insights generated by the tools along with other relevant information. If you would like more details about how your personal information is processed, please contact us.
    $70k-128k yearly est. Easy Apply 28d ago
  • Virtual Banker

    Peoples Bancorp Inc. 4.5company rating

    Investment banker job in Huntington, WV

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

    Western & Southern Financial Group 4.8company rating

    Investment banker job in Charleston, WV

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.
    $47k-85k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative 1

    City National Bank of Wv 4.9company rating

    Investment banker job in South Charleston, WV

    Equal Opportunity Employer, Including Disability/VETS Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions Consistently executes City's phone, platform and CSR service standards to provide excellent customer service Displays a positive and professional attitude at all times Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes Maintains and balances a working cash supply Assists customers with routine maintenance and complex service issues; sees through to complete resolution Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals Develops and maintains customer relationships; actively seeks referral resources from existing customers Refers customers to other departments and business partners appropriately Maintains an up to date knowledge of bank products and services Maintains general knowledge of the competitive environment Completes all training within predetermined time limits Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent Demonstrated sales and service skills Ability to multi-task, organize, and prioritize to ensure excellent customer service Displays professional dress and demeanor Personal computer proficiency Cash handling experience preferred 1-2 years of retail banking experience preferred Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements Work is generally performed indoors in environmentally-controlled conditions Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise Excellent customer service and sales skills Excellent oral communication and listening skills Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
    $50k-81k yearly est. Auto-Apply 10d ago
  • Financial Aid Representative

    WVJC | UCI | EOC

    Investment banker job in Morgantown, WV

    WVJC is seeking a motivated professional to join the financial aid team as a Financial Aid Representative. You will provide customer service to prospective students during the interview & recruitment process, to currently enrolled students, and to students preparing for graduation. The Financial Aid Representative responsibilities include, but are not limited to, processing financial aid applications, awarding and adjusting aid, certifying alternative loans and exit advising. Must demonstrate self-motivation with a high degree of organizational skills to be successful in a fast paced environment. Responsibilities: Advise students and parents regarding the different financial aid programs, eligibility, application procedures and the loan and grant awarding process. Interview prospective students by assisting the student with the Free Application for Student Aid (FAFSA) in an effort to retrieve the EFC and consequently determining need for State and Federal Financial Aid programs, and providing the student with a financial package to fit his/her individual circumstances while also paying attention to other factors such as 90/10 and default prevention. Process financial aid applications to determine eligibility. Send notifications concerning incomplete applications and request for required documentation. Calculate financial need based on eligibility and cost of attendance. Provide loan advising to students. Analyze and understand complicated federal and state regulations to ensure compliance with Title IV. Interface with Admissions, Student Services, faculty members and other staff members. Complete second year packaging with students by assisting the student with the Free Application for Federal Student Aid. Provide the student with a second year financial package to fit his/her individual circumstances. Complete the required second year financial aid enrollment paperwork with the student. Complete exit interviews for all students who are completing their enrollment either by graduation or by withdrawal. File all appropriate exit interview paperwork in the student's file. Present to prospective and current students and complete any other duties as assigned by the Campus President. Qualifications: Associate degree, preferred but not required, within accounting, finance or related field (Preferred) Some experience within a related field (Preferred) Strong computer skills Ability to multi-task and manage projects Problem solving and critical thinking skills Customer service oriented Effective communication skills Schedule: Hybrid Position- 2 days in office, 3 days remote · 3 day hour shifts (9-5) · 2 'late' shifts (12-8) · Monday to Friday Insurance such as medical, health, dental, and vision is not provided. While a Financial Aid Representative is responsible for fulfilling all primary responsibilities listed above to achieve the immediate goals of the campus, he/she is responsible to meet all organization goals. As such adjustments or additions to these responsibilities and the methods by which they are achieved may be required by management to ensure operational effectiveness and efficiency across departments, campuses and the organization as a whole. The Institution prohibits sex discrimination in any education program or activity that it operates. Notice of non-discrimination is located at *************
    $35k-71k yearly est. 60d+ ago
  • Commercial Banking Intern, Huntington WV-Summer 2026

    Burke & Herbert Bank & Trust 4.4company rating

    Investment banker job in Huntington, WV

    Summary/Objective Burke & Herbert Bank Commercial Banking Interns will receive ongoing training, mentoring, and commercial real estate business exposure. Participants are required to complete a rigorous program working under the supervision of an assigned program mentor. The program covers three primary areas: 1) Credit and Lending Fundamentals, 2) Business Development, and 3) Customer Relationship Management. Participants must maintain a minimum standard of performance and conduct to remain in the program. Position Responsibilities/Essential Functions: Complete all assigned tasks and assist with day-to-day operations. Participate in meetings, workshops, and other learning opportunities. Observe and learn from experienced staff members. Gain knowledge of company policies, protocols, and processes. Fulfill any requirements and goals set out at the program's start. Other duties as assigned Supervisory Responsibility This position has no supervisory responsibilities. Skills/Abilities: Strong Written and Verbal Skills Leadership and Critical Thinking Customer Service Orientation Teamwork and Collaboration Time and Resource Management Multitasking Education and Experience: Currently pursuing a Bachelor's degree in Business Administration, Finance, Accounting, Real Estate, or related field. Work Environment: This program operates in a standard setting that requires standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Physical Demands: This position requires manual dexterity and the ability to lift files and open cabinets. This position requires bending, stooping, or standing as necessary. Travel: Additional travel within and outside the Bank may be required for this program. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $26k-33k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - 100% Commission (TSG-262064)

    Strickland Group LLC 3.7company rating

    Investment banker job in Parkersburg, WV

    Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. We combine modern technology, AI-assisted systems, and real human connection to change how families protect their futures. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're building your own book of business with the support, training, and infrastructure of a proven organization. We specialize in life insurance, mortgage protection, final expense, and retirement solutions, helping middle-America families create generational wealth. What you'll do - Call and connect with warm leads who have requested information. - Conduct virtual or in-person appointments to understand clients' goals. - Present tailored insurance and financial protection solutions. - Submit applications, follow up with carriers, and serve clients long-term. What we provide - Remote, flexible schedule (full-time or part-time). - Commission-only structure with uncapped earning potential. - World-class training, mentorship, and personal development culture. - Clear path to build and grow your own agency if desired. Who this is for - Self-motivated, coachable individuals with strong integrity. - People who want more time, freedom, and income than a traditional W-2 job. - Those who are serious about personal growth and breaking generational poverty. Compensation is 100% commission with scalable income based on activity, skill, and leadership development.
    $26k-39k yearly est. 18d ago
  • Inbound Personal Banker

    U.S. Bank 4.6company rating

    Investment banker job in Charleston, WV

    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.**
    $20-22.5 hourly 2d ago
  • Personal Banker - Highlands

    Wesbanco 4.3company rating

    Investment banker job in Triadelphia, WV

    Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market. From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. ESSENTIAL FUNCTIONS: Excellent Customer Service Business development (inside and outside) Relationship building Cross-selling of Bank's products and services ESSENTIAL DUTIES AND RESPONSIBILITIES: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Other duties may be assigned. OTHER SKILLS AND REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and cross selling performance expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations.
    $30k-37k yearly est. 13h ago
  • Financial Services Representative 1

    Bankatcity

    Investment banker job in South Charleston, WV

    Equal Opportunity Employer, Including Disability/VETS Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions Consistently executes City's phone, platform and CSR service standards to provide excellent customer service Displays a positive and professional attitude at all times Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes Maintains and balances a working cash supply Assists customers with routine maintenance and complex service issues; sees through to complete resolution Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals Develops and maintains customer relationships; actively seeks referral resources from existing customers Refers customers to other departments and business partners appropriately Maintains an up to date knowledge of bank products and services Maintains general knowledge of the competitive environment Completes all training within predetermined time limits Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent Demonstrated sales and service skills Ability to multi-task, organize, and prioritize to ensure excellent customer service Displays professional dress and demeanor Personal computer proficiency Cash handling experience preferred 1-2 years of retail banking experience preferred Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements Work is generally performed indoors in environmentally-controlled conditions Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise Excellent customer service and sales skills Excellent oral communication and listening skills Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
    $28k-46k yearly est. Auto-Apply 10d ago
  • Personal Banker Associate I

    Fifth Third Bank 4.6company rating

    Investment banker job in Charleston, WV

    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 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 -- Charleston, West Virginia 25301 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.
    $31k-37k yearly est. Auto-Apply 60d+ ago
  • Virtual Banker

    Peoples Bank 4.5company rating

    Investment banker job in Huntington, WV

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

    WVJC | UCI | EOC

    Investment banker job in Morgantown, WV

    Job DescriptionSalary: WVJC is seeking a motivated professional to join the financial aid team as a Financial Aid Representative. You will provide customer service to prospective students during the interview & recruitment process, to currently enrolled students, and to students preparing for graduation. The Financial Aid Representative responsibilities include, but are not limited to, processing financial aid applications, awarding and adjusting aid, certifying alternative loans and exit advising. Must demonstrate self-motivation with a high degree of organizational skills to be successful in a fast paced environment. Responsibilities: Advise students and parents regarding the different financial aid programs, eligibility, application procedures and the loan and grant awarding process. Interview prospective students by assisting the student with the Free Application for Student Aid (FAFSA) in an effort to retrieve the EFC and consequently determining need for State and Federal Financial Aid programs, and providing the student with a financial package to fit his/her individual circumstances while also paying attention to other factors such as 90/10 and default prevention. Process financial aid applications to determine eligibility. Send notifications concerning incomplete applications and request for required documentation. Calculate financial need based on eligibility and cost of attendance. Provide loan advising to students. Analyze and understand complicated federal and state regulations to ensure compliance with Title IV. Interface with Admissions, Student Services, faculty members and other staff members. Complete second year packaging with students by assisting the student with the Free Application for Federal Student Aid. Provide the student with a second year financial package to fit his/her individual circumstances. Complete the required second year financial aid enrollment paperwork with the student. Complete exit interviews for all students who are completing their enrollment either by graduation or by withdrawal. File all appropriate exit interview paperwork in the students file. Present to prospective and current students and complete any other duties as assigned by the Campus President. Qualifications: Associate degree, preferred but not required, within accounting, finance or related field (Preferred) Some experience within a related field (Preferred) Strong computer skills Ability to multi-task and manage projects Problem solving and critical thinking skills Customer service oriented Effective communication skills Schedule: Hybrid Position- 2 days in office, 3 days remote 3 day hour shifts (9-5) 2 'late' shifts (12-8) Monday to Friday Insurance such as medical, health, dental, and vision is not provided. While a Financial Aid Representative is responsible for fulfilling all primary responsibilities listed above to achieve the immediate goals of the campus, he/she is responsible to meet all organization goals. As such adjustments or additions to these responsibilities and the methods by which they are achieved may be required by management to ensure operational effectiveness and efficiency across departments, campuses and the organization as a whole. The Institution prohibits sex discrimination in any education program or activity that it operates. Notice of non-discrimination is located at*************
    $35k-71k yearly est. 28d ago
  • Financial Services Representative 1

    City National Bank of Wv 4.9company rating

    Investment banker job in Teays Valley, WV

    Equal Opportunity Employer, including Disability/VETS Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions Consistently executes City's phone, platform and CSR service standards to provide excellent customer service Displays a positive and professional attitude at all times Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes Maintains and balances a working cash supply Assists customers with routine maintenance and complex service issues; sees through to complete resolution Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals Develops and maintains customer relationships; actively seeks referral resources from existing customers Refers customers to other departments and business partners appropriately Maintains an up to date knowledge of bank products and services Maintains general knowledge of the competitive environment Completes all training within predetermined time limits Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent Demonstrated sales and service skills Ability to multi-task, organize, and prioritize to ensure excellent customer service Displays professional dress and demeanor Personal computer proficiency Cash handling experience preferred 1-2 years of retail banking experience preferred Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements Work is generally performed indoors in environmentally-controlled conditions Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise Excellent customer service and sales skills Excellent oral communication and listening skills Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
    $49k-81k yearly est. Auto-Apply 2d ago
  • Personal Banker Associate I- Charleston, WVA

    Fifth Third Bank 4.6company rating

    Investment banker job in Charleston, WV

    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- Charleston, WVA 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 -- Charleston, West Virginia 25301 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.
    $31k-37k yearly est. Auto-Apply 31d ago
  • Relationship Banker

    Burke & Herbert Bank 4.4company rating

    Investment banker job in Petersburg, WV

    Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's "Service Beyond Expectations" Begins with Me promise. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Perform a broad variety of account opening and customer services * Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits * Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance * Ability to identify and cross-sell next bank services and products * Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance * Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products * When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals. * Will be asked to educate and profile clients using bank systems * Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention * Adheres to all policies and procedures of the company * Follows operational procedures to include security * Relationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principles Other Duties * Other duties as assigned. Skills/Abilities * Must be comfortable and confident in a sales and service environment * Highly goal oriented * Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers * Must have and exhibit professional manners and exhibit good interpersonal skills * Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver * Other services as needed, such as Notary and NMLS registration Education and Experience * High School diploma or equivalent required. * Prior retail banking experience preferred. * Prior customer service experience preferred. * Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
    $27k-32k yearly est. 59d ago
  • Personal Banker

    Wesbanco 4.3company rating

    Investment banker job in Ravenswood, WV

    Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market. From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. ESSENTIAL FUNCTIONS: Excellent Customer Service Business development (inside and outside) Relationship building Cross-selling of Bank's products and services ESSENTIAL DUTIES AND RESPONSIBILITIES: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Other duties may be assigned. OTHER SKILLS AND REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and cross selling performance expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. High school diploma required. Banking, cash handling, sales, and customer service experience preferred. Supervisory or leadership skills desired.
    $30k-36k yearly est. 4d ago
  • Personal Banker

    City National Bank of Wv 4.9company rating

    Investment banker job in Beckley, WV

    Equal Opportunity Employer Summary Description Provides excellent customer service, ensuring that all customer needs are met. Responsible for actively promoting, selling, cross-selling and referring the bank's products and services to prospective and existing customers. Opens and maintains all types of customer product accounts and serves as primary contact for resolving routine and complex problems on customer accounts. Provides assistance to other areas of the branch as needed, including assisting the Branch Manager in coaching customer service representative (CSR) staff in referral opportunities, and performing the essential functions of a CSR. Essential Functions Consistently executes City's phone, platform, and CSR service standards to provide excellent customer service Displays a positive and professional attitude at all times Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs Maintains an up to date working knowledge of the bank's products and services Assists customers with routine maintenance and complex service issues; sees through to completion Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals Develops and maintains customer relationships; actively seeks referral resources from existing customers Seeks to develop and maintain centers of influence for new referral business Refers customers to other departments and business partners appropriately May act as primary branch contact in absence of Branch Manager Maintains a general knowledge of the competitive environment Completes all required training within predetermined time limit Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent 2+ years of demonstrated sales and service skills 2+ years of customer service experience Prior retail loan experience 2+ years of banking experience preferred Ability to multi-task, organize and prioritize to ensure excellent customer service Displays professional dress and demeanor Personal computer proficiency Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes a review of the candidate's financial responsibility, character, and general fitness prior to placement in role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements Typically the employee may sit to perform work; however, there may be some standing, walking, bending and lifting 5-10 pounds Work is generally performed indoors in environmentally-controlled conditions Critical Skills / Expertise Excellent customer service and sales skills Strong leadership skills Excellent oral communication skills Knowledge of the bank's operations, policies and procedures
    $29k-39k yearly est. Auto-Apply 49d ago
  • Personal Banker

    Peoples Bank 4.5company rating

    Investment banker job in Huntington, WV

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, and 2023 Top Workplaces USA national award in 2022, 2023, and 2024 Newsweek's America's Best Banks 2023, and 2024 Newsweek's America's Greatest Workplaces for Women 2025 U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: This is a professional selling position in retail banking with accountability to attract new relationships and retain existing relationships. Job Duties: Responsible for proactively meeting customer financial needs through direct sales and referrals - while delivering world class service. The PB I will execute their daily customer interaction in person, on the telephone or video device and at periodic outside venues - using the Peoples Bank sales process - which is rooted in ethical needs-based solution-oriented selling. They will be accountable for specific monthly production goals - of Peoples products and services including: Loans, deposits and access to their information via multiple platforms including mobile banking. Additionally, a PB I will need to identify needs and refer to expert partners to include mortgage solutions, retirement solutions and several other non-traditional bank solutions. Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered. Consistently meeting or exceeding sales referrals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers. Consistently completes required training for all bank and branch policies and procedures. Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization. Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Follow operational standards regarding security, risk management, and compliance. Make calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the P1 system. Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities. Consistently meet sales goals. The PB has a primary responsibility to uncover customers' financial needs, anticipate future needs and provide recommendations that will ethically better the customer's financial life. Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. Responsible for meeting Retail Branch Standards which includes dress code. Will perform special projects as assigned. Education, Experience and Job Skills: Minimum 1 year of needs-based sales experience. Prior job experience with extensive customer contact is required. Must be a flexible team player with excellent oral and written communication, customer service and cross-selling skills. Must be able to establish and maintain working relationships with partners at their location and via telephone. Must be a decision maker with well-developed interpersonal skills to represent the Bank positively in dealing with customers. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered Must be able to pass background and credit standards to hold NMLS credentials. Must have ability to learn computer and mobile device application quickly. Trustworthy and confidential behavior is essential in this role. Daily reliable transportation Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications: High School Diploma or GED; 1 month to two years related experience and/or training; or equivalent combination of education and experience. Minimum 1 year of needs-based sales experience. Daily reliable transportation. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
    $29k-35k yearly est. Auto-Apply 60d+ ago

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