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  • Personal Banker I

    Cadence Bank 4.7company rating

    Personal banker job in Southaven, MS

    As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. Functions: * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Qualifications: * High school diploma required; college coursework preferred. * Previous banking or demonstrated sales experience in business, retail or other industries. * 1-year cash handling experience in a banking or retail environment preferred. * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
    $29k-35k yearly est. 21d ago
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  • Universal Banker Part Time 20 hrs Union Avenue *Saturday Required*

    Truist Bank 4.5company rating

    Personal banker job in Memphis, TN

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $31k-37k yearly est. Auto-Apply 56d ago
  • Business Banker I

    Simmonsbank 4.5company rating

    Personal banker job in Memphis, TN

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Essential Duties and Responsibilities Strategic focus on small and mid-size commercial client activity through relational selling as a trusted advisor role to assist them in recognizing opportunities and risks while helping them accomplish their goals through their use of Simmons Bank's products and services. Establishes and negotiates the terms under which commercial credit will be extended including cost, risk, and profitability determining the method, schedule and collateral requirements. Well trained on identifying and referring SBA opportunities. Reviews and analyzes financial information to determine a customer's creditworthiness. May present recommendations to loan committee and exhibits a deep understanding of credits presented. Responsible for the profitability of all commercial relationships within the portfolio. Responsible for growing deposits as well as loans. Monitor loan repayment activities, the collection of past due accounts, and credit and collateral deficiencies. Adheres to loan policies and procedures with complete documented files to ensure satisfactory reviews from internal and external audits. Actively refers other bank products, such as: all commercial loan and deposit products, treasury management, mortgage, employee benefits, wealth management services and related retail products to build deep banking relationships. Become active in the community through membership in business organizations, community events and/or non-profit organizations where one can be in a position to advance the reputation of the Bank. Ability to meet individual goals and contribute in a team-oriented environment to ensure departmental and Bank wide goals are met. Sets and achieves challenging goals without direct supervision and contributes to a positive team spirit. Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. Performs other duties and responsibilities as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Skills Well-developed interpersonal and negotiating skills. Excellent written and verbal communication skills. Basic accounting, credit, and sales skills. Detail oriented and proven ability to multi-task. Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations. Ability to read, analyze and interpret financial report and/or legal documents. Ability to write routine reports and business correspondence. Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public and/or boards of directors. Education and/or Experience A Bachelor's degree in business, finance, related field, or relevant job experience is preferred. One to two years lending experience with basic sales skills are preferred. Experience in the local market required for better understanding of the lending environment and potential customer base is preferred. Computer Skills MS Office programs Experience with lending computer software is preferred. Certificates, Licenses, Registrations NMLS required. Other Qualifications (including physical requirements) Time Management Strong leadership skills Able to motivate and lead others Must possess oral and written communication skills Must maintain the ability to perform in a sales environment Other 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. Activities, duties and responsibilities may change at any time with or without notice. Skills Training: Communication, Critical Thinking, Problem Solving Presentation Skills, Sales, Time Management Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
    $58k-75k yearly est. Auto-Apply 56d ago
  • Relief and Retail Support Universal Banker

    Independent Bank 4.3company rating

    Personal banker job in Memphis, TN

    A minimum of 3 years retail banking experience required. This position will provide support for the Branches providing relief support for teller and retail banker positions. This position also supports retail administration in communication, training organization and tracking, and in sales efforts. All employees must adhere to all Bank policies, procedures and all compliance regulations. PRIMARY DUTIES: Provide Relief for Branches as needed ( Teller and Retail Banker position responsibilities apply) Provides operational support to branches for example, password resets and internal audit reviews Fully versed in all Branch Operations Coordinates with HR and appropriate Training team for new employees Facilitates and Communicates changes on products and services Organizes and Tracks periodic training (not necessarily the facilitator) SKILLS REQUIRED: 3 years previous Retail Branch experience in both Teller and Retail Banker positions is required Ability to multi-task Customer service skills / good telephone etiquette Proficient in Microsoft Word and Excel All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, gender stereo typing, and age. Independent Bank is an EO/AA Employer M/F/Vets/Disabled
    $29k-34k yearly est. 60d+ ago
  • Branch Service Advisor | Financial Licensing Required | 10am-7pm CST/ 11am-8pm EST

    Raymond James 4.7company rating

    Personal banker job in Memphis, TN

    This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Memphis, TN corporate office. Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing FA requests, resolving inquiries, and addressing service needs with professionalism and efficiency. Maintain strong, ongoing relationships with FAs and internal partners, acting as a trusted liaison between branches and operational units. Job Description Responsibilities: Provide advanced product/service information and respond to complex customer questions about the product/service. Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required. Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required. Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints. Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities. Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements. Provide exceptional service to customers to encourage continued use of the organization's products/services. Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Skills: Works with full competence to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works without supervision and may provide technical guidance. Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance. Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance. Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance. Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers. Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance. Works with full competence to recognize sales opportunities during service interactions to enhance overall customer service. Typically works without supervision and may provide technical guidance. Works with guidance (but not constant supervision) to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works with guidance (but not constant supervision) to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Works with guidance (but not constant supervision) to quickly and effectively establish trust within the buying centers in the client's organization. Works with guidance (but not constant supervision) to accurately identify and understand the key buying influences pertaining to an opportunity. Works with guidance (but not constant supervision) to acknowledge and ask questions to understand the circumstances surrounding client indifference. Works with guidance (but not constant supervision) to articulate why a client does or does not want a change based on their business objectives and challenges. Licenses/Certifications • SIE required (prior to start) provided that an exemption or grandfathering cannot be applied. • Series 7 License required, or ability to obtain within six (6) months. • Series 63 (or 66) License required, or ability to obtain within six (6) months. Education High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications AG - Agent - Financial Industry Regulatory Authority (FINRA), GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $74k-101k yearly est. Auto-Apply 15d ago
  • Relationship Banker II (Lakeland Canada Rd. Branch)

    Regions Bank 4.1company rating

    Personal banker job in Memphis, TN

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose Owns and resolves customer issues Refers customers to an internal team of experts when complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences Bachelor's degree Life Insurance License One (1) year of cash-handling, banking, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Excellent relationship-building skills Strong communication and customer focus Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $43,814.19 USD Median: $52,402.00 USD Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsLakeland Canada RoadLocation:Lakeland, Tennessee Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $43.8k-52.4k yearly Auto-Apply 6d ago
  • Universal Banker

    Renasant Corp 4.3company rating

    Personal banker job in Memphis, TN

    The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of retail banking services to meet those needs in alignment with the organization's business model, vision, mission, core values, and behaviors. This position is responsible for performing sales, service and operational functions and executing the Renasant's customer engagement model. In this role, the Universal Banker drives engagement throughout the entire customer interaction, including routine transactions and financial counseling, while championing digital conveniences available through various delivery channels. To do this, the Universal Banker reduces the required steps to as few as possible and can supply full scale banking assistance with no need to refer the customer to another retail team member. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Drive an exceptional customer experience in a branch environment through the execution of the bank's customer engagement model by deepening relationships, educating customers on the bank's products and services, offering appropriate financial solutions and guidance, opening accounts, performing teller transactions and proactively addressing emerging customer needs without the need to transfer the customer to another retail area of the branch * Meet established sales and service performance goals by developing and expanding new and current customer relationships, delivering a wide range of banking solutions and improving customer loyalty * Collaborate with lines of business partners to create a seamless customer experience to fulfill financial needs through lending groups, wealth management, treasury solutions and other financial services * Champion digital delivery in branch by providing our customers with the digital conveniences and on-demand solutions that meet their needs how, when and where they expect to do business * Provide awareness, promote and create a seamless transition across all delivery channels including online, mobile, in branch, virtual branch and customer experience center * Respond with a sense of urgency and intentionality to customer feedback by working to understand the root causes of customer concerns or complaints; make recommendations to improve the customer experience through various process, policy and product enhancements * Ensure proper documentation is obtained and properly completed for all solutions to minimize documentations exceptions * Maintain customer pipeline tracking, including documenting calls and other interactions with customers and referral sources, via the customer engagement platform * Perform teller responsibilities daily to include processing customer transactions (i.e. deposits, withdrawals, transfers, loan payments, official checks, etc.) as well as special tasks such as loan payoffs and draws, redeeming savings bonds, ordering currency and auditing teller drawers. Additionally, execute daily operations (i.e. balancing ATM and vault and performing branch capture procedures, etc.) * Protect the bank from unnecessary risk by following procedures in all areas including CTR, SAR, Reg CC holds, robbery procedures and fraud mitigation * Recognize and navigate fraud attempts and events experienced by customers and individuals attempting to defraud customers and the bank * Maintain confidentiality and security of customer information according to regulatory and company guidelines and policies * Routinely review procedures and processes and complete self-audits using provided tools and resources that are designed to prevent unnecessary risk to customer and bank * Represent the bank in community organizations and activities to increase the bank's outreach and foster relationships for future business development opportunities * Work closely with line of business partners, the Retail Experience Administration, Learning and Development to maintain a working knowledge of all bank products, services, policies, processes, procedures and systems to effectively and knowledgeably engage customers, deliver financial solutions with urgency and accuracy, and perform branch operations * Perform other related duties as assigned Qualifications * High school diploma or equivalent, College education preferred * Minimum of 1 year related customer experience and sales experience required * Minimum of 1 year teller and/or cash handling experience preferred * Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations * Ability to follow stated bank customer sales and service standard processes to ensure achievement of necessary goals and customer standards * Excellent communication skills (written and verbal) * Attention to detail with strong record of accuracy in handling of transactions * Comfortable using a variety of technology software products to process transactions * Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes * Aptitude to read, understand and apply all regulations, policies and procedures related to Universal Banker responsibilities and other branch operations * Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Universal Bankers: * Minimum of 2 years of successful Universal Banker experience * Ability to handle complex transactions and issues with limited assistance or supervision * Operational strength with limited to no account exceptions, outages, or operational losses * Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
    $29k-34k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - Binghampton (New Build) - Memphis, TN

    JPMC

    Personal banker job in Memphis, TN

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $31k-40k yearly est. Auto-Apply 60d+ ago
  • Retail Banker - Cash Saver - Memphis

    FSNB 4.1company rating

    Personal banker job in Memphis, TN

    FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals to join our team as an entry level Retail Bank Teller! Most of our locations are within Walmart offering our customers the convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing extraordinary customer service. FSNB provides paid training and promotes from within, offering career growth opportunities such as team leaders, supervisors, bank officers, and branch managers. All qualifications can be acquired through on the job training with no finance or accounting experience necessary. If you are looking for an opportunity to learn something new or want to capitalize on any previous cash handling, financial industry, customer service, sales representative experience, or people skills-look no further and begin building a successful career with FSNB today! We are actively seeking high school graduates and individuals with transferable cashier, fast food, or sales representative skills to join our team. What is in it for you: Opportunity for pay increases as soon as 60 days Incentive Compensation Paid training Paid vacation Paid personal leave Medical/Dental/Supplemental Insurance 401k Plan Paid death benefit Employee Assistance Program Paid holidays Flexible scheduling with Sundays off Promotes from within Growth/Career opportunities Equal Opportunity Employer
    $27k-33k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Jeff Herman-State Farm Agent

    Personal banker job in Memphis, TN

    Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Training & development Tuition assistance Join Our Team as a Financial Services Representative with Jeff Herman - State Farm Agent Are you a motivated and customer-focused professional with 3+ years of experience in financial services? Do you have a passion for helping individuals and families secure their financial future? If so, we invite you to join Jeff Herman - State Farm Agent as a Financial Services Representative, where youll play a key role in marketing tailored financial products that help manage everyday risks and achieve long-term goals. In this dynamic role, you will work closely with the agent and our dedicated team to understand customer needs and deliver personalized solutions in retirement planning, college funding, wealth management, and insurance-based financial products. Your strong communication and presentation skills will enable you to build lasting relationships within the community and guide clients toward confident financial decisions. What Youll Do: Consult with customers on comprehensive financial planning and investment options to meet their unique goals. Assist clients with portfolio management and asset allocation strategies that align with their risk tolerance and objectives. Conduct thorough financial reviews and recommend appropriate products that protect and grow their wealth. Collaborate with the Agent to develop effective strategies for financial planning meetings. Ensure all activities comply with financial regulations and industry standards. What Were Looking For: 3+ years of experience in financial services, demonstrating your expertise and commitment to client success. Life and health insurance licenses achieved or in progress, with FINRA Series 65, 6, and 63 licenses preferred. Exceptional analytical skills combined with the ability to communicate complex financial concepts clearly and confidently. A genuine passion for helping others protect their financial future and achieve peace of mind. If youre ready to make a meaningful impact and grow your career in a supportive, client-centered environment, we want to hear from you. Join Jeff Herman - State Farm Agent and help shape the financial well-being of our community!
    $28k-40k yearly est. 13d ago
  • Financial Services Representative - State Farm Agent Team Member

    Steve Womack-State Farm Agent

    Personal banker job in Memphis, TN

    Job DescriptionBenefits: Incentive Based Bonus 401(k) 401(k) matching Competitive salary Opportunity for advancement Paid time off Training & development Overview As a Financial Services Specialist with our State Farm agency, you will play a vital role in growing and servicing our client base by prospecting and selling a comprehensive portfolio of financial products. Your focus will include life insurance, health insurance, annuities, investment planning services, and property & casualty insurance. This role offers a unique opportunity to build a strong pipeline of clients with a structured compensation plan designed to reward your success. Key Responsibilities: Provide personalized financial planning and guidance across insurance, investment, and retirement products. Build and maintain strong client relationships through proactive communication and exceptional service. Develop new business opportunities through prospecting and needs-based selling. Recommend and present tailored solutions in life, health, property & casualty, annuities, and investment planning. Collaborate with the career agent to execute business plans and deliver an outstanding client experience. Educate clients on financial tools and resources to help them manage and monitor their portfolios effectively. Required Qualifications: Strong prospecting and relationship-building skills. Excellent communication and interpersonal skills. Self-motivated with a goal-oriented mindset. Ability to work independently and as part of a team. Active Securities Industry Essentials (SIE) Exam, Series 66 and Series 63, and Series 65 licenses. Active Life & Health License Minimum of 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
    $28k-40k yearly est. 10d ago
  • Patient Financial Services Rep

    Bioventus 4.2company rating

    Personal banker job in Memphis, TN

    Are you ready to work for a more active world? At Bioventus, our business depends on developing our people. We invest in you and challenge you to be the best. We value our colleagues for their different perspectives and individual contributions, and our leaders listen. Our success rests on working together to achieve shared goals and rewards. Join a diverse team of global colleagues driven to help patients resume and enjoy active lives. As a Patient Financial Services (PFS) Representative, you will be responsible for explaining patients' insurance coverage, negotiating favorable payment terms, and securing payment from patients for Bioventus products. This role also supports patient education regarding product clinical benefits so patients are well informed and confident in moving forward with prescribed treatment. The PFS Representative communicates with patients from diverse backgrounds and plays a key role in supporting access to care. Key Responsibilities: * Reviews benefits investigation summaries with patients to ensure understanding of any out-of-pocket costs associated with Bioventus products. * Explains the clinical benefits of Bioventus products and answers patient questions clearly and effectively to support informed decision-making. * Communicates with patients from diverse backgrounds, including Spanish-speaking patients, to explain coverage, payment options, and next steps as needed. * Takes payments and negotiates favorable payment arrangements with patients. * Administers patient assistance programs when appropriate, in accordance with company policies and guidelines. * Schedules shipment or delivery of Bioventus products to patients. * Provides required forms to patients and ensures timely and accurate completion. * Partners with the reimbursement services team to obtain any additional patient information required. * Completes all required training in a timely and satisfactory manner. * Holds oneself and others accountable to conduct business in compliance with Bioventus' Code of Compliance, policies, procedures, and internal controls applicable to the role. * Performs other duties as assigned. Education and Experience: * High school diploma plus four (4) years of related experience or a four-year college degree * Demonstrated success in an inside sales, patient services, or customer service role preferred * Experience in a healthcare or reimbursement environment strongly preferred * Bilingual (English/Spanish) communication skills preferred * Strong verbal and written communication skills with the ability to interact effectively with patients and internal stakeholders * Strong persuasion and negotiation skills * Proficiency in Microsoft Word, Excel, Outlook, or similar software; SAP or other integrated systems experience a plus Are you the top talent we are looking for? Apply now! Hit the "Apply" button to send us your resume and cover letter. Bioventus is committed to fostering an inclusive and diverse community of employees with a strong sense of belonging. We believe we are bettered by all forms of diversity and take pride in working with top talent from every walk of life. In the spirit of inclusivity, qualified applicants will be considered without regard to age, ethnicity, disability, gender, veteran status, gender expression, gender identity, nationality, race, religion or sexual orientation. All individuals, regardless of personal characteristics, are encouraged to apply.
    $27k-35k yearly est. Auto-Apply 18d ago
  • Financial Services Representative

    World Finance 4.2company rating

    Personal banker job in Senatobia, MS

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16-$18 What you'll do: * Guide customers toward upward credit mobility through good financial choices. * Provide top-tier customer service, assisting customers with questions, concerns, and products. * Process and prepare loan applications. * Take and process payments. * Prepare loan documents and execute loan closing on current renewal loans. * Balance assigned cash drawer daily. * Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. * Maintain strong customer relationships and build community within your branch. * Other duties include but are not limited to: * Call approved and unmade applications to close loans daily. * Help build tax clientele and provide tax services. * Send complete and accurate credit denial letters within 30 days from the date of application. * Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! * Must be able to demonstrate self-confidence and organizational skills. * A history of choosing kindness, showing compassion, and helping others. * The willingness to seek quality-driven solutions and embrace new ideas. * Absolute team player - pitching in when needed and accepting help, too. * To perform this job successfully, an employee must have basic computer skills. * A valid driver's license & access to a dependable vehicle. * Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? * We hire from within: we want to see you grow and climb in this company. * Each year, we promote 80% of Financial Services Reps to management. * 75% of World's Operations Executives moved up from a similar role. * We pay you to give back: employees get paid volunteer hours each year. * Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. * Paid holidays, vacation time, and a 401(k) plan (including company match). * Be part of a team with clear values, strong community, and a sense of belonging. * We'll get you home for dinner: your life outside of work is priority #1 * You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: * Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. * Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). * Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. * Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. * Occasional local travel; may include extended hours, evenings, or weekends. * Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. * Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. * Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $16-18 hourly Auto-Apply 11d ago
  • Financial Services Specialist

    Evolve Careers

    Personal banker job in Memphis, TN

    We're a world-class financial technology company that is passionate about what we do. Evolve has been voted a Top Workplace for the last seven years and has been named a Inc. 5000 fastest growing company. As an Evolve Financial Services Specialist in our world class customer support center you will have the opportunity to serve our Evolve legacy division clients, as well as, the end-users of our cutting-edge Fintech clients. Your role in delivering an amazing experience for these clients is at the leading edge of banking and financial technology. You'll have the opportunity to interact and support clients through voice calls, emails, chat, SMS, social media and more using the latest technology and support tools. Inquiries will run the gamut across many banking products from checking accounts, cards, online banking, bill pay and much more! Because we provide service to the end-users of our clients, you will have the opportunity to be a brand ambassador for our Fintech - the experience you deliver directly influences our and their reputation and customer loyalty - a big responsibility. Specialists will work both individually and in a team environment to ensure customers' banking and financial technology needs are recognized and efficiently met. Every customer interaction is considered an opportunity to deepen the bank/client relationships while delivering on Evolve's brand. Main Job Tasks and Responsibilities: Quickly and accurately answer customer inquiries in a professional and energetic fashion following our defined Customer Experience Guide. Deliver exceptional service to our customer by going out of the way to resolve their issues/concerns. Provide first call resolution - respond to and resolve, during the first call, customer service inquires and issues by identifying the topic and type of assistance the caller needs by asking clarifying questions. Identify and offer customers the products and services they need and want to succeed financially. Help guide and educate customers about the fundamentals and benefits of products being serviced/offered. Meet and/or exceed established team goals for quality and productivity. Recognize and escalate issues (systematic, product, etc.) that negatively impact the customer experience through the appropriate channel(s). Education and Experience: Associate or bachelor's degree. Banking experience required. Customer Support Center experience. General banking industry business knowledge. A plus - Bilingual in English and Spanish - ability to read, write and speak both languages without limitation or assistance. 2+ year of customer service experience. Key Competencies: Passion for customer experience and for assisting internal/external customers. Excellent verbal and written communication skills with emphasis on proper grammar, etiquette, and voice qualities such as tone, inflection and enunciation. Must be passionate about contributing to an organization focused on continuously improving customer experiences. Problem solving ability and customer advocacy. Strong computer skills and the ability to utilize multiple computer applications simultaneously. Close attention to detail, demonstrate positive attitude and professional demeanor - practicing strict confidentiality for all sensitive information.
    $29k-45k yearly est. 37d ago
  • Financial Services Representative

    Worldacceptance

    Personal banker job in Senatobia, MS

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16-$18 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $16-18 hourly Auto-Apply 57d ago
  • Relationship Banker - Memphis Market

    Bank of America 4.7company rating

    Personal banker job in Memphis, TN

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $30k-35k yearly est. Auto-Apply 13d ago
  • Relationship Banker II - Float

    Trustmark 4.6company rating

    Personal banker job in Memphis, TN

    Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement. Responsibilities * Coach and serve as a mentor to Relationship Bankers and Tellers * Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers * Handle the cash shipment and vault management for a branch * Ability to handle the origination of consumer loans. * Identify customer needs and make the appropriate referrals through proactive sales/service efforts * Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. * Deliver an exceptional customer experience that follows Trustmark's service standards * Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts) * Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed * Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales * Making outreach calls to customers and/or prospects * Comply with the bank's guidelines, policies, procedures, and standards of performance * Travel between branch locations * Perform additional duties as assigned Qualifications * High school diploma or GED * 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals. * Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment * Be able to register with the National Mortgage Licensing System and Registry (NMLS) * Able to use basic math concepts and can handle routine transactions and close out the cash drawer * Exceptional customer service skills with the ability to learn and communicate Trustmark products * Pass appropriate assessment tests related to customer service and math skills * Able to meet sales goals in a retail environment * Basic computer skills and the ability to learn internal technology systems to perform work tasks * Strong interpersonal and communication skills both verbal and written * Time management skills * Detail-oriented with a focus on quality and accuracy * Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis * Experience in maintaining and balancing a cash drawer preferred * Prior supervisory experience in a retail or bank environment preferred * Prior experience processing consumer or mortgage loans preferred * 2 years of banking industry knowledge specifically of the Relationship Banker position preferred Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
    $30k-35k yearly est. Auto-Apply 6d ago
  • Relationship Banker

    First Horizon 3.9company rating

    Personal banker job in Memphis, TN

    Schedule: Monday through Thursday 8:30AM to 4:30PM, Friday 8:30AM to 6:15PM, Saturday 8:30AM to 1:15PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service. Assist banking center management with “on the job training” of new associates. Assist with dual control vault responsibilities and audit controls. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. High school diploma or general education degree (GED) 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $32k-37k yearly est. 20d ago
  • Administrative and Finance Associate

    Center for International Private Enterprise (CIPE 4.1company rating

    Personal banker job in Manila, AR

    The Center for International Private Enterprise (CIPE) strengthens democracy around the globe through private enterprise and market-oriented reform. CIPE is one of the four core institutes of the National Endowment for Democracy and an affiliate of the U.S. Chamber of Commerce. Since 1983, CIPE has worked with business leaders, policymakers, and civil society to build the institutions vital to a democratic society. CIPE's key program areas include enterprise ecosystems, democratic governance, business advocacy, anti-corruption & ethics, and trade. Position: Administrative and Finance Associate Position Type: Full-time Location: Manilla, Philippines Duration: One-year term with possibility of renewal Reporting to: Senior Manager, Finance and Office Administration Scope: The Administrative and Finance Associate will support the Senior Manager for Finance and Office Administration and will also provide general administrative support to program staff of CIPE Asia Regional Office in the Philippines. Position Summary The Administrative and Finance Associate will assist the Senior Finance and Office Administration Manager in undertaking administrative, financial, and logistical support on activities organized by the Asia regional office in the Philippines. In addition, the Associate will provide dedicated support to the Country Director and Senior Manager for Finance and Office Administration in managing the transition of the CIPE Philippines business registration. Administrative and Operations Support * Assist in ensuring the smooth daily functioning of the physical office, including reception, utilities, cleanliness, and safe workplace maintenance. * Assist in compiling and maintaining legal, regulatory, and other requirements to support field office operations including maintaining an office filing system and archiving. * Liaise with finance and office administration manager on municipal hall compliance related to business registration and permits and licenses issuance. * Support dissemination of administrative notices, policies, and updates to staff. * Assist program team in maintaining and updating project files, including project progress reports, workplans and budgets in compliance with grants and finance policies. * Assist program team in reviewing partners financial reports and partners finance documents. * Assist in facilitating international travel arrangements, events, and local meeting logistics. * Coordinate with building management, service providers, and vendors for routine office and facility needs. * Assist in preparing maintenance requests and service contracts related to office operations (utilities, cleaning and pest control, equipment servicing). * Support staff with workspace requirements, meeting preparations, and visitor facilitation. Finance and Accounting Support * Prepare payment vouchers in accordance with CIPE's payment request process. * Prepare daily cash position report. * Prepare and generate financial statement reports as needed for budget actual vs. forecast preparation. * Prepare monthly bank reconciliation of accounts. * Maintain daily bookkeeping management and organize accounting records. * Process invoice payments and follow up with partners, suppliers, and vendors, etc. * Process monthly local tax payments deducted from vendors/ suppliers, staff payroll, and other government mandated payments. * Assist in updating field office book of accounts (General Journal, General Ledger, Cash Receipts and Cash Disbursements). * Assist in updating the overall monitoring of the regional office cost center budgets. * Assist in creating cost and price analysis reports. * Liaise with finance and office administration manager and program staff to handle payments for partners, suppliers, and vendors. * Assist in the preparation for audit and review related to local regulatory compliance. * Provide administrative support during budget preparation. * Assist in facilitating procurement requests of the regional office in compliance with CIPE procurement policies. * Maintain and update inventory list of field office furniture, equipment, and other physical assets. * Carry out any other duties as may be required by the finance and operations manager and country director. * Adhere to appropriate office procedures, CIPE and donor organization policies, and procedures. Business Registration Transition * Assist the Country Director and Senior Manager for Finance and Office Administration in preparing documents and requirements for transitioning the office's business registration. * Assist in liaising with government agencies, corporate service providers, and legal counsel and other advisors to support compliance with regulatory requirements. * Maintain organized filing of all registration-related documentation and correspondence. * Assist in tracking deadlines, submission status, and approvals related to the registration process. * Provide logistical support for meetings or consultations related to business registration. Qualifications * Bachelor's degree in business administration, finance, accounting, management or related field. * Minimum one year of relevant experience in administrative and accounting and finance support roles. * Experience in office administration, financial management and accounting is preferred. * Familiarity and experience with Philippine business registration process, regulatory compliance, and corporate administration. * Strong organizational and multitasking skills with excellent attention to detail. * Good communication and interpersonal skills. * Proficiency in MS Office applications (Word, Excel, Outlook, PowerPoint) and digital collaboration tools. * Ability to handle sensitive documents and information with discretion. * Commitment to upholding ethical standards and integrity in all aspects of work, including the handling of sensitive information and engagement with diverse stakeholders.
    $46k-64k yearly est. 10d ago
  • Banker

    Penn Entertainment 4.2company rating

    Personal banker job in Tunica Resorts, MS

    WE'RE CHANGING ENTERTAINMENT. COME JOIN US. We're always looking for talent that believes in having fun. At PENN Entertainment, you'll get to be a part of an exciting industry, where the days and nights are fast paced. You'll work with an incredibly diverse set of coworkers driven by their enthusiasm for helping people find and have more fun. You'll also get to work at a company that cares about your career growth and will help you get the support you need to expand your possibilities. Initial placement within the salary range is based on an individual's relevant knowledge, skills, and experience. Base salary is just one component of our competitive Total Rewards package, which includes wellness programs designed to support our team members' financial, physical, and mental well-being. Specific benefits-such as day-one medical coverage, 401(k) matching, and annual performance bonus-may vary by position. Paid time off is earned according to the local policy and increases with the length of employment. Click HERE to discover how we empower team members to grow, thrive, and advance in their careers. WE LOVE OUR WORK. - The incumbent on this position is responsible for accurate accountability of the cashier department activity - Performance in this position must be pleasant, efficient, an honest manner at all times - Will also be responsible for accurately completing and updating electronic MTL/MiL and chip bank - Accurately process Poker Room activity; verification of front line cashier transactions over $1,000.00; verification of hand-to-hand transactions between cashiers; conduct transactions with other departments as needed, in the absence of Assistant Supervisor or above - This position must be able to perform Cashier duties as needed - Understands department objectives, standards, and guidelines - Posses thorough knowledge of casino policies for all cashier areas - Maintain security and accountability over all funds, to include chips, coins, tokens, cash currency, foreign cash currency and paperwork - Observe and verify funds received and disbursed to other departments, guests and transactions between cashiers - Verify all Cashier and Main Bank paperwork is accurately completed prior to sending to accounting/Audit - All internal customers must be treated with prompt, courteous and friendly service - Be flexible with your schedule and be willing to assist in any cashiering area as needed and instructed to do so by the Cashier Lead/Supervisor on duty - Ensure accurate compliance with E-MTL/MiL paperwork and entry - Process table fills and credits per requests - Process Poker Room transactions - Perform the duties of front line cashiers as business demands - Perform check cashing transactions - Thorough knowledge of the paid in/out guidelines - Work with Vault to ensure timely process of buys BRING US YOUR BEST. - High school diploma or equivalent - Attention to detail - Must be proficient in Microsoft applications (Excel, Access, Word) - Willing to learn and be adaptable - Strong interpersonal skills - Ability to work independently - Ability to accurately identify and cash different denominations of gaming tokens, currency, chips, etc - Ability to communicate effectively with patrons, subordinates and all levels of employees - Understanding of property and department policies and procedures - Accounting background helpful - Accurately process Fast Cash Ticket Redemption, end of shift process - Ability to handle multiple priorities in a fast paced environment - Work around moving equipment and non-toxic chemicals - Exposure to second hand smoke - Willing to work various shifts and days off - Knowledge of casino functions - Ability to work in an environment of various levels of noise and large crowds - Ability to stand on feet throughout shift - All other duties assigned by Lead Cashier and above - Performance in this position must be pleasant, efficient, an honest manner at all times. - Maintain security and accountability over all funds, to include chips, coins, tokens, cash currency, foreign cash currency and paperwork - Observe and verify funds received and disbursed to other departments, guests and transactions between cashiers - Physically mobile with reasonable accommodations including ability to push, pull, carry and lift up to 25 lbs., and the ability to push, pull, reach, bend, twist, stoop, stack, crouch, kneel and balance when performing job duties in varying work areas such as confined spaces STAY IN THE GAME. FOLLOW US. We've grown to become the leading provider of integrated entertainment, sports content, and casino gaming experiences thanks to our 43 destinations across North America, online sports betting and iCasino via the Score Bet Sportsbook and Casino . Being an industry leader means more than being a purveyor of fun. We are also committed to values like diversity and sustainability - for our community, our team members, our vendors, and our planet. We're changing entertainment. Follow us. Equal Opportunity Employer
    $29k-35k yearly est. Auto-Apply 60d+ ago

Learn more about personal banker jobs

How much does a personal banker earn in Bartlett, TN?

The average personal banker in Bartlett, TN earns between $27,000 and $44,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Bartlett, TN

$34,000
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