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  • Universal Banker

    Farmers National Bank of Canfield 4.7company rating

    Personal banker job in Wooster, OH

    Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client. Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis. Coordinate daily with Branch Manager regarding sales and service operations. Coach tellers to meet their daily sales referral goals and provide excellent customer service. Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs. Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration. Prepare contracts; renew IRA Certificates and all related IRA transactions. Open, redeem, and calculate interest on Certificates of Deposit. Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day. Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve. Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction. Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately. Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting. Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market. Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place. Authority to open and close branch following proper security procedures Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides. Make outbound sales calls to current and prospective clients. Run a teller window as needed. Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork. Other duties as assigned EDUCATION and/or EXPERIENCE: High School diploma or General Education degree (GED); College degree preferred Minimum of two (2) years retail banking experience as a teller or customer contact/sales position. Minimum of one (1) year opening new accounts, sales and operations preferred. Previous supervisory and sales experience highly preferred OTHER SKILLS and ABILITIES: Ability to lead and motivate a team and constant involvement in the bank's referral program. Must have excellent judgment/decision making skills, time management and organizational skills Ability to present a professional image and maintain a high level of personality and confidentiality Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures Strong knowledge of daily branch, vault and ATM operations. Expected to exercise sound judgment in resolving client and/or employee issues E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Sales Experience (required) Cash Handling (required) Customer Service (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $50k yearly 2d ago
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  • Float Universal Banker

    First Mutual Holding Company

    Personal banker job in Garfield Heights, OH

    The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. This is a float position that will assist the branches in the east region, including the Parma and Garfield Heights branches. Level 1 Duties and Responsibilities:Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3. Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service. Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures. As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Qualifications and Skills Level 1:0-2 Years of banking experience is required. Experience handling cash is required. High School Diploma or equivalent is required. Experience in customer service is preferred. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required (for float positions) Level 2 Duties and Responsibilities:On top of the duties listed in level 1, level 2 duties and responsibilities include:Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. Monitors activities and acts as a resource for assigned staff; approves transactions; ensures procedures are being followed; monitors over/short reports. As needed, operates teller window following Branch Operation Guidelines, policies and procedures. Maintains vault by ordering cash, distributing cash to assigned staff, and reconciling the vault; ensures adequate cash is available for customer transactions. Opens and closes accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. Handles check verification and wire transfers as needed. Keeps up to date with related system and maintains wire transfer certification. Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system. Able to perform all branch opening and closing duties. Prepares, updates and monitors assigned reports in a timely manner and with accuracy. Qualifications and Skills Level 2:2-4 Years of banking experience is required. Experience must include cash handling and customer service. Experience handling cash is required. 0-2 years of experience as a supervisor, mentor or team leader is preferred. Strong understanding of banking laws and regulations is required. Notary Public is preferred. High School Diploma or equivalent is required. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required (for float positions) Level 3 Duties and Responsibilities:On top of the duties listed in level 1, and level 2, level 3 duties and responsibilities include:Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations. As needed and assigned, assists the Branch Manager in managing the specified bank branch; completes bank schedules; ensures reports are completed; ensures policies and procedures are being followed; delegates branch staff duties; maintains acceptable level of non-sufficient fund fee waivers as determined by management; approves and performs customer transactions; opens and closes the branch; oversees maintenance and security of facility; resolves customer complaints. Serves as subject matter expert and is able to perform all branch operational duties as needed including wire transfers, Notary duties, check verifications, teller line activities, all account opening and closing, vault maintenance, cross-sales and referrals. Performs advanced banking duties including handling escalated customer complaints, responding to lending product/rate inquiries, taking consumer loan applications and completing required disclosures, and handling loan closure processing and communications. Handles assigned branch administration and oversight duties including report generation, monitoring and interpretation; completion of branch audits; and vendor management (including selection, relationship management, performance metrics and accountability). Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification, and Webcapture system. As directed, acts and branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Other Duties as assigned. Qualifications and Skills Level 3:3-5 Years of banking experience is required. Experience must include cash handling and customer service. Experience as a supervisor, mentor or team leader is required. Strong understanding of banking laws and regulations is required. Notary Public is required. NMLS number is required. High School Diploma or equivalent is required. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required. Physical Environment All Levels:While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a retail bank setting. Employee must be able to work days and hours that branch is open including weekends and overtime as needed. The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $34k-45k yearly est. 2d ago
  • Personal Banker II, Richmond

    Dollar Bank, FSB 4.1company rating

    Personal banker job in Cleveland, OH

    The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients. This position involves engaging in meaningful conversations to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to delivering personalized financial solutions, the Personal Banker II participates in a comprehensive retail training program designed to develop the skills necessary for a consultative sales approach. This training ensures the ability to make informed recommendations that enhance the customer experience and support their financial goals. Qualifications: * High school diploma/GED required. * College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required. * Ability to travel as needed to training. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: * Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs. * Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts. * Perform teller transactions and other routine operational tasks, adhering to established branch operational processes and procedures. * Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $30k-35k yearly est. 2d ago
  • Relationship Banker - Part-time

    First National Bank of Pennsylvania 4.5company rating

    Personal banker job in Bedford, OH

    Primary Office Location:413 Northfield Road. Bedford, Ohio. 44146.Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $23k-27k yearly est. 2d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Personal banker job in Akron, OH

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $84k-155k yearly est. Easy Apply 60d+ ago
  • Personal Banker II

    Civista Bank 3.9company rating

    Personal banker job in Wellington, OH

    A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests. Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this position at any time. Please see job description PI281427476 Job distributed by JobTarget.
    $30k-37k yearly est. 2d ago
  • New Account Coffee Sales Representative

    Hall's Culligan Water

    Personal banker job in Brooklyn Heights, OH

    Forest City Coffee is growing again! We are looking for an outgoing, enthusiastic team member who is driven to succeed as our next New Account Coffee Sales Professional! Our average New Account Coffee Sales Professionals makes $40K-$45K within their first year, with unlimited growth potential! Whether you are new to sales or a seasoned veteran, this business-to-business sales position is an ideal fit for you if you are self-motivated and prefer the flexibility of planning your own day out in the field. Forest City Coffee offers our New Account Coffee Sales Professionals a guaranteed salary and a full benefits package! The New Account Sales Professional will focus on creating and building lifetime customers and providing ongoing customer support to commercial accounts. Your success is essential to our organization and to our customers; if you possess a positive attitude and the desire to succeed, we will provide you with the tools and training you need to achieve your career goals. Why should you sell for Forest City Coffee? Estimated first year earnings of $55K - $60K with unlimited growth potential! Full benefits package including 401k with company match Paid time off Monday - Friday schedule Extensive Forest City Coffee equipment and product training Team support with management that cares Training seminars and industry specific trade shows or events Stable and growing, family-oriented company Use of free Culligan equipment in your home Stay Connected & Equipped - We provide a company cell phone and iPad to ensure you have the tools needed to perform at your best Reimbursed Business Travel - You must have a reliable vehicle to perform this job. Rest easy knowing we reimburse mileage through an IRS-compliant plan. Plus, with our company-approved mileage tracking app, logging your trips is seamless and hassle-free. Responsibilities: Employee will be responsible to utilize their personal vehicle for the day-to-day sales activities required for leads, sales appointments, and cold calling. Vehicle must meet requirements per Company policy. Employee will need to provide proof of valid, and current vehicle registration and insurance. Generate sales leads by cold calling, networking, sales presentations and building strong relationships in the community Attend special events promoting Forest City Coffee Promptly respond to customer requests and follow up in a timely manner on sales prospects Product ordering & inventory management to maintain optimal inventory levels Properly stock company vehicle with product and equipment to ensure consumer satisfaction Qualifications: Business to business sales experience required Excellent communication, organization and customer service skills Must be at least 21 with a clean driving record Must be able to successfully pass a background check as per company requirements Must be able to lift a minimum of 30lbs on a repetitive basis. Must be able to bend, kneel, reach above the head, and get into tight spaces Candidates are subject to pre-employment testing up to and including drug/alcohol screening, background check, motor vehicle record check, and D.O.T. physical, as applicable Benefits: Forest City Coffee offers the opportunity for advancement, competitive pay, and comprehensive benefit plans including Health, Dental, Vision Insurance, Company Paid Life + the option for additional Supplemental Life Insurance, Disability, Critical Illness, and Accident Supplemental plans, Flexible Spending Accounts, 401(k) with generous company match and Paid Time Off. #INDSJ
    $55k-60k yearly 27d ago
  • Private Client Banker - Akron Square - Akron, OH

    Jpmorgan Chase 4.8company rating

    Personal banker job in Akron, OH

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **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: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $32k-72k yearly est. 42d ago
  • Private Client Banker - Wadsworth - Wadsworth, OH

    JPMC

    Personal banker job in Wadsworth, OH

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm 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: **************************************************************************
    $27k-58k yearly est. Auto-Apply 60d+ ago
  • Personal Banker - North Canton Banking Center

    The Commercial & Savings Bank 3.7company rating

    Personal banker job in North Canton, OH

    The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.This full-time position is located on-site at our North Canton Banking Center. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: This individual provides exceptional service to our customers and prospects, opens new accounts, processes loan activity, grows customer portfolios and strengthens community relations with the Banking Center. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serve our customers in a professional and caring manner Adhere to CSB Customer Service & Retail Ready! Standards Follow CSB professional standards of dress and conduct Build rapport with customers by asking quality questions to help meet their needs Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Project a positive image of CSB Promote CSB by participating in community activities Represent CSB through professional and courteous conduct Execute service & sales initiatives to support growth in customer portfolios Utilize relationship banking principles during customer interaction Understand and have the ability to explain the features and benefits of all banking products and services Engage customers and prospects to gain an understanding of their individual banking needs and provide those services as determined Establish new deposit accounts according to Retail Services Handbook guidelines Guide and educate customers in setting up and maintaining all electronic banking services including online, mobile, and text banking Track new and closed accounts monthly and report findings to Banking Center Manager Review the deposit account tickler and correct outstanding items Process account maintenance as requested by customers following established procedures as outlined in the Retail Services Handbook Complete new account customer engagement reviews and phone calls Develop relationships with CSB business partners including lenders, cash management, trust & brokerage officers Contact customers, businesses, and community and civic organizations to promote goodwill and generate new business In the absence of a CSR or Lead CSR, operate the teller line within CSB established guidelines for providing excellent customer service and maintaining a productive work space Complete customer transactions as outlined in the Retail Services Handbook while adhering to Bank-wide Policies and Procedures Maintain cash drawer within acceptable limits as outlined in Bank-wide Policies and Procedures Balance cash drawer at end of every banking day Assist customers in accessing safe deposit boxes Provide customer referrals to bank personnel as appropriate Scan proof work to Deposit Operations throughout each day Perform end of day duties as needed, such as utilities and cash advance item reconciliation Assist Banking Center Manager in the achievement of banking center goals Support Banking Center Manager in developing growth strategies Analyze monthly deposit account results and work with staff to achieve banking center goals Assist with the planning and execution of regularly scheduled staff meetings Assist in opening and closing the Banking Center Decision NSF accounts during an absence of the Banking Center Manager Process lending activity within the banking center Accept applications Examine, process and decision loans within specified limits Education and/or Experience: High school diploma or general education degree (GED); or one or more years related experience and/or training; or equivalent combination of education and experience. Summary of Employee Benefits: Competitive base wage Incentive compensation and profit sharing Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply) Paid time off for vacation, illness, bereavement, and jury duty 401(k) with an employer match and on-site advisers Employee Assistant Program (EAP) with free access to mental health resources Comprehensive wellness program with financial incentives to promote a healthy lifestyle Training and professional development opportunities to help you reach your long-term goals Paid holidays available immediately upon hire Volunteerism opportunities to give back to our local communities The Commercial & Savings Bank is an Equal Opportunity Employer.
    $32k-40k yearly est. Auto-Apply 24d ago
  • Financial Sales Representative

    Atlas Navigators

    Personal banker job in Akron, OH

    ATLAS CPAs & Advisors and ATLAS Certified Payroll, located in the Akron/N. Canton, Ohio area, are part of the ATLAS family - Advisors That Listen And Serve. Recognized as a Top 50 National Client Advisory Firm for 2025, we help individuals and businesses achieve financial clarity and long-term success through accounting, payroll, tax, and advisory services. We believe in creating value for our clients, our people, and our communities through relationships built on trust, collaboration, and integrity. OVERVIEW The Financial Sales Representative plays a key role in driving new business and expanding client relationships across ATLAS' service lines. This position focuses on developing qualified leads, nurturing relationships, and promoting our full range of financial and advisory solutions - including accounting, payroll, bookkeeping, investment advisory, insurance, and other client advisory services. The ideal candidate is relationship-driven, business-minded, and passionate about helping clients succeed. They will represent ATLAS with professionalism and purpose, connecting entrepreneurs and business owners to the resources that help them reach their goals. KEY RESPONSIBILITIES Identify and develop new business opportunities through referrals, networking, and proactive outreach. Build and maintain a qualified sales pipeline across target markets, including small businesses, independent contractors, startups, and established organizations. Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions. Communicate the firm's offerings clearly and effectively, including accounting, payroll, tax, and advisory services. Collaborate with accounting and payroll teams to ensure seamless client onboarding, including document coordination through PandaDoc. Manage and track all sales activity within HubSpot CRM, maintaining accurate records and providing updates to leadership. Represent ATLAS at community events, business expos, and networking groups to build brand presence and strengthen client connections. Partner with marketing on outreach campaigns, events, and educational workshops to attract and engage prospective clients. KNOWLEDGE, SKILLS, AND ABILITIES Proven experience in B2B sales, business development, or client acquisition - ideally within professional or financial services. Excellent communication, presentation, and relationship-building skills. General understanding of accounting, payroll, or bookkeeping concepts. Strong organizational and time management abilities with attention to detail. Self-motivated, results-oriented, and comfortable working both independently and collaboratively. Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn. Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc. Experience selling financial, payroll, or business advisory services. Familiarity with software such as QuickBooks, SwipeClock, or other accounting/payroll platforms. Knowledge of the Akron/Cleveland small business community. EDUCATION AND EXPERIENCE AA or Bachelor's Degree preferred 2-4 years of professional experience in a similar role is preferred. BENEFITS Medical, Dental, and Vision GAP Benefits Supplemental Benefits Life and AD&D Insurance Short- & Long-Term Disability Plans 401k with Company Matching Bonus Structure Flexible PTO with sick time Incentive Program Development Program Company Wellness Program APPLICATION DEADLINE We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified. WORKING CONDITIONS Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. EQUAL OPPORTUNITY STATEMENT ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know. #LI-Onsite Texting Privacy Policy and Information: Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Message frequency will vary depending on the application process. Msg & data rates may apply. OPT out at any time by texting "Stop".
    $55k-79k yearly est. Auto-Apply 60d+ ago
  • Universal Banker-Akron

    Buckeye State Credit Union

    Personal banker job in Akron, OH

    Never worked for a Credit Union before?? No problem…. If you enjoy working with people, want to help others with their financial journey, and want the ability to be yourself while doing it, Buckeye State Credit Union is the place for you! As a Universal Banker, you will serve as a valued liaison between members and our credit union enthusiastically supporting the credit union's focus on member sales and service. We at Buckeye promote a caring, enjoyable work environment designed to support you . Who says work can't be fun? What You'll Do Greet and welcome members and visitors to the credit union in a professional and friendly manner. Provide prompt, efficient, accurate, and caring service in the processing of transactions to gain member loyalty Open new accounts, assist members with current account questions, and process new credit applications Interview, gather background information/credit bureau reports and evaluate members and provide information on loan products and alternative products to best meet their needs. Assist in processing loans through completion of loan application Actively seeks out consultative sales opportunities and cross-sell opportunities and promotes credit union products and services based on member needs Consistently meets or exceeds sales goals to support overall credit union financial goals ~Rewarded with generous uncapped incentive paid out quarterly Complete a variety of transactions to serve members by receiving or paying out funds with a high degree of accuracy. Assist members with account inquiries, account updating and changes to accounts. Respond to members' requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance. Find a solution to the problem by incorporating a sales or service product What You'll Need High school diploma/GED required 1+ years of commission/incentive-based sales 2+ years of retail banking experience as a teller or customer contact/sales position Ability to multi-task Excellent customer service skills Excellent oral and written communication Excellent problem-solving skills Core Values of Buckeye State Credit Union Connect-We pull together; we relate; we energize Simplify-We reduce friction; we make it easy Adapt-We innovate; we are resilient Pay Range-$20.00-$23.00/hour + quarterly uncapped sales incentive The Perks Culture - Awarded as one of Northeast Ohio's top places to work 7 years running in 2019-2025. We offer an inclusive, engaging work experience where you can be unapologetically you. From our “Smart Casual” dress (yep you can wear jeans), music and movie theater popcorn in the branches, or even decorating your workstation your way, we want you to be you! Buckeye is… Scrappy-We are tenacious, focused, resilient. We're a credit union on a mission Quirky-We are decidedly different. How we do banking is different than others Cheerful-We know your name; we're happy to see our members. We're friendly and approachable Personable-We treat our members like neighbors, not account numbers. Always offering a friendly face, not a robot voice. Environment of Growth - We at Buckeye maintain a commitment to continuous improvement and both challenge and support our employees to increase their knowledge, skills, and capabilities through all phases of their careers. We invest in your success! Benefits & Incentives - you will be eligible for medical, dental, vision, 401k match, Life Insurance, Short Term Disability, profit sharing, employment referral incentive, and uncapped incentive pay based on production; adding $10,000-$20,000/year to your salary.
    $20-23 hourly 8d ago
  • Float Universal Banker

    First Federal Lakewood 4.2company rating

    Personal banker job in Garfield Heights, OH

    Full-time Description The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. This is a float position that will assist the branches in the east region, including the Parma and Garfield Heights branches. Level 1 Duties and Responsibilities: Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3. Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service. Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures. As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Qualifications and Skills Level 1: 0-2 Years of banking experience is required. Experience handling cash is required. High School Diploma or equivalent is required. Experience in customer service is preferred. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required (for float positions) Level 2 Duties and Responsibilities: On top of the duties listed in level 1, level 2 duties and responsibilities include: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. Monitors activities and acts as a resource for assigned staff; approves transactions; ensures procedures are being followed; monitors over/short reports. As needed, operates teller window following Branch Operation Guidelines, policies and procedures. Maintains vault by ordering cash, distributing cash to assigned staff, and reconciling the vault; ensures adequate cash is available for customer transactions. Opens and closes accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. Handles check verification and wire transfers as needed. Keeps up to date with related system and maintains wire transfer certification. Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system. Able to perform all branch opening and closing duties. Prepares, updates and monitors assigned reports in a timely manner and with accuracy. Qualifications and Skills Level 2: 2-4 Years of banking experience is required. Experience must include cash handling and customer service. Experience handling cash is required. 0-2 years of experience as a supervisor, mentor or team leader is preferred. Strong understanding of banking laws and regulations is required. Notary Public is preferred. High School Diploma or equivalent is required. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required (for float positions) Level 3 Duties and Responsibilities: On top of the duties listed in level 1, and level 2, level 3 duties and responsibilities include: Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations. As needed and assigned, assists the Branch Manager in managing the specified bank branch; completes bank schedules; ensures reports are completed; ensures policies and procedures are being followed; delegates branch staff duties; maintains acceptable level of non-sufficient fund fee waivers as determined by management; approves and performs customer transactions; opens and closes the branch; oversees maintenance and security of facility; resolves customer complaints. Serves as subject matter expert and is able to perform all branch operational duties as needed including wire transfers, Notary duties, check verifications, teller line activities, all account opening and closing, vault maintenance, cross-sales and referrals. Performs advanced banking duties including handling escalated customer complaints, responding to lending product/rate inquiries, taking consumer loan applications and completing required disclosures, and handling loan closure processing and communications. Handles assigned branch administration and oversight duties including report generation, monitoring and interpretation; completion of branch audits; and vendor management (including selection, relationship management, performance metrics and accountability). Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification, and Webcapture system. As directed, acts and branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Other Duties as assigned. Qualifications and Skills Level 3: 3-5 Years of banking experience is required. Experience must include cash handling and customer service. Experience as a supervisor, mentor or team leader is required. Strong understanding of banking laws and regulations is required. Notary Public is required. NMLS number is required. High School Diploma or equivalent is required. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required. Physical Environment All Levels: While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a retail bank setting. Employee must be able to work days and hours that branch is open including weekends and overtime as needed. The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $32k-38k yearly est. 2d ago
  • Universal Banker

    Farmers Logo 2022

    Personal banker job in Wooster, OH

    Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client. Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis. Coordinate daily with Branch Manager regarding sales and service operations. Coach tellers to meet their daily sales referral goals and provide excellent customer service. Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs. Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration. Prepare contracts; renew IRA Certificates and all related IRA transactions. Open, redeem, and calculate interest on Certificates of Deposit. Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day. Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve. Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction. Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately. Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting. Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market. Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place. Authority to open and close branch following proper security procedures Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides. Make outbound sales calls to current and prospective clients. Run a teller window as needed. Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork. Other duties as assigned EDUCATION and/or EXPERIENCE: High School diploma or General Education degree (GED); College degree preferred Minimum of two (2) years retail banking experience as a teller or customer contact/sales position. Minimum of one (1) year opening new accounts, sales and operations preferred. Previous supervisory and sales experience highly preferred OTHER SKILLS and ABILITIES: Ability to lead and motivate a team and constant involvement in the bank's referral program. Must have excellent judgment/decision making skills, time management and organizational skills Ability to present a professional image and maintain a high level of personality and confidentiality Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures Strong knowledge of daily branch, vault and ATM operations. Expected to exercise sound judgment in resolving client and/or employee issues E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
    $50k yearly 55d ago
  • Banking Specialist

    Payroll4Construction

    Personal banker job in Strongsville, OH

    Job Description What is great about working for Foundation? Plenty! We have a fun, casual, yet hard-working culture that invests in our employees, promotes creativity, and delivers on our reputation. Would you like to work for a company that offers manicures and pedicures in the office? We do! How about massages, house cleaning, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour - we offer all this and more! At Foundation we believe in and promote a work-life balance with a top-notch workout facility, fitness classes and free personal training; and for those competitive types, a game room complete with table tennis, foosball, and video game systems. Also, some comforts of home, there is a full kitchen, free coffee and specialty flavors, soft drinks, and snacks. Position Summary We are seeking a detail-oriented and reliable Banking Specialist to provide exceptional customer service and support our payroll operations by managing financial transactions, handling ACH and wire transfers, reconciling accounts, and ensuring the secure and timely movement of funds between clients, employees, and financial institutions. Essential Functions and Responsibilities Respond to client inquiries received via phone, or email, addressing issues, answering questions, or providing assistance with banking transactions. Monitor bank accounts for receipt of client funds. Communicate with bank associates and clients to ensure timely receipt of outstanding funds. Bank account error or returned transaction notifications and reconciliations. Process client bank account change or update requests. End of Day banking processes. Collaborate with payroll, tax, and finance teams to ensure timely and accurate processing. Maintain expertise in software, business funding rules, and relevant industry factors. Adhere to all department and company standard operating procedures. Project a professional and positive image as a company representative by providing thorough assistance to associates, clients, and third parties. Perform other duties as assigned. Required Skills and Experience Proven ability to provide top-level support to customers and associates. Basic math skills: accounting skills are a plus. Familiarity with banking industry processes, procedures, and financial transactions including ACH and Wire Transfer. Ability to work in a fast pace and deadline driven industry. Superior organizational skills, comfortable multitasking and working both independently and effectively as a team member. High degree of accuracy and attention to detail. Excellent communication and critical thinking skills. Working knowledge of Microsoft Office and Windows-based applications. FOUNDATION , MasterTax, and Salesforce or other CRM software knowledge is a plus. Prior customer service, call center, or related banking industry experience preferred. Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental. Now offering discounts on pet, home, and auto insurance through Liberty Mutual! Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 20-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S. Let us start your future at Foundation! Foundation Software is an Equal Opportunity Employer.
    $29k-48k yearly est. 8d ago
  • Banking Specialist

    Vets Hired

    Personal banker job in Strongsville, OH

    We are seeking a detail-oriented and reliable Banking Specialist to provide exceptional customer service and support payroll operations by managing financial transactions, handling ACH and wire transfers, reconciling accounts, and ensuring the secure and timely movement of funds between clients, employees, and financial institutions. Essential Functions and Responsibilities Respond to client inquiries received via phone or email, addressing issues, answering questions, or providing assistance with banking transactions. Monitor bank accounts for receipt of client funds. Communicate with bank associates and clients to ensure timely receipt of outstanding funds. Handle bank account error or returned transaction notifications and reconciliations. Process client bank account change or update requests. Perform end-of-day banking processes. Collaborate with payroll, tax, and finance teams to ensure timely and accurate processing. Maintain expertise in software, business funding rules, and relevant industry factors. Adhere to all department and company standard operating procedures. Project a professional and positive image by providing thorough assistance to associates, clients, and third parties. Perform other duties as assigned. Required Skills and Experience Proven ability to provide top-level support to customers and associates. Basic math skills; accounting knowledge is a plus. Familiarity with banking industry processes, procedures, and financial transactions including ACH and wire transfers. Ability to work in a fast-paced, deadline-driven environment. Superior organizational skills; comfortable multitasking and working both independently and as part of a team. High degree of accuracy and attention to detail. Excellent communication and critical thinking skills. Working knowledge of Microsoft Office and Windows-based applications. Experience with CRM or payroll/tax-related software is a plus. Prior customer service, call center, or related banking industry experience preferred. Working Place: Strongsville, Ohio, United States Company : 2025 Nov. 6th Virtual Fair - Foundation Software
    $29k-48k yearly est. 60d+ ago
  • Part-time-Banks Cleaning

    Environment Control of Beachwood

    Personal banker job in Strongsville, OH

    Do you want to work for the areas leading Building Services Company. Environment Control is seeking a Mature/Dependable person to fill an evening Banks Cleaning position in various bank office buildings in the areas. Must be available to start immediately after passing a criminal background check. This is a part time position averaging approximately 2-3 hours per night. This position is Monday, Tuesday, Thursday, Friday after 6:00pm, cleaning 4 banks, and a commercial building, pay rate is $14.00 per hour, plus paid traveling time. Must have valid driver's license and vehicle. 30 W. Bridge St. Berea, Oh 44017 16046 Pearl Rd. Strongsville,oh 44136 4023 Center Road, Brunswick, OH 44212 810 North Court, Medina, OH 44256 *** For Immediate Consideration please complete an application at Apply.eccleveland.com Requirements: 1). Criminal Background check required 2). Reliable Transportation 3). Valid Drivers License and clean driving record 4). Prior Housekeeping experience/ commercial cleaning experience preferred About Environment Control Environment Control is a cleaning company that is locally owned and operated. Our company is made up of more than 200 people from all walks of life and diverse cultures which we believe makes us a great company to join. We are building a company that cares about people. All are welcome. We are looking for people to join our team who like the idea of hard work and fair pay. Our promise to our employees is to provide: Honest and fair treatment by management and coworkers. Three days of training and extra support throughout your first few weeks. Ongoing supervision. All the materials required for you to do a good job. A raise/promotion program that has specific and tangible ways to grow your wage. If you want it, a consistent schedule that does not change. We believe that our success as a company depends on our employee's job satisfaction from cleaners to office staff to management. Our goal as a company is to encourage and support you as well as provide excellent and consistent cleaning service to our customers. Report straight to your assignments, check in/out of your assignment with mobile application, finish your work and go home! ***Candidates Must reside within a close radius of the job location, no further than 15-20 minutes*** *
    $14 hourly Auto-Apply 28d ago
  • Mortgage Banker

    Northwest Bancorp, Inc. 4.8company rating

    Personal banker job in Independence, OH

    The Mortgage Banker is responsible originating high-quality mortgage and equity loans, while providing excellent service to borrowers and referral sources. This individual also cross-sells bank products and services, while participating as an active member of regional teams. Essential Functions * Originate permanent conventional and FHA/VA/RD residential mortgage loans, with purposes of purchase, refinance and construction for the centralized channel (Internet, phone, LOS/CRM referrals), home equity loans and lines of credit for the centralized channel (Internet, phone, LOS/CRM referrals), and obtain appropriate financial and credit data to properly disclose and analyze level of risk * Assist with borrower communication for construction loan overflow * Manage mortgage activity according to bank strategies * Interview borrowers to initiate complete, accurate and timely loan applications and disclosures * Meet timelines associated with regulatory disclosures * Work with processing center to streamline the process from application to closing * Maintain thorough knowledge of core lending products and rate/fee structure, thorough knowledge of loan origination system, and working knowledge of related systems * Understand borrower needs and recommending appropriate loan products * Comply to investor, insurer, and bank policies and procedures * Understand and comply with mortgage industry regulations, including the Qualified Mortgage, Dodd-Frank, Home Mortgage Disclosure Act, Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Mortgage Disclosure Improvement Act, Truth-in-Lending laws, etc. * Keep informed of changing rules and regulations, and local real estate and economic trends and developments that may affect loan quality or production * Exercise good credit judgment to decision loans within the Retail Loan Policy and individual loan authority limits * Ensure loan decisions and recommendations are based on accurate information * Manage confidential and sensitive information appropriately * Respond to Quality Control reviews in a timely manner * Monitor and understand performance of individual portfolio * Pro-actively call on abandoned mortgage online applications * Respond to online requests for contact via Northwest website * Maintain thorough knowledge of all Northwest products and services and actively recommending cross-selling opportunities, and of competitor products and recommending enhancements to NWSB products * Promote and maintain a favorable image for the Bank, and customer loyalty by providing superior service to each customer and referral source * Work cooperatively with referral sources and mortgage production staff * Project professional image that inspires confidence and trust * Manage flexible schedule to meet customer needs * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Qualifications * Bachelor's Degree in related subject preferred * Registration with NMLSR and annual renewal Registering with the Registry and maintain registration Obtaining a unique identifier through the Registry Providing MLO unique identifiers to consumers Upon Hire required * 3 - 5 years lending/banking experience, knowledge of secondary market and regulatory guidelines, customer service and sales experience preferred * Ability to analyze financial data The base salary plus commission for this position is generally $65,000-$72,000 per year. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $22k-33k yearly est. Auto-Apply 45d ago
  • Mortgage Banker

    Cfbank 3.7company rating

    Personal banker job in Cleveland, OH

    We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: The Mortgage Banker (Mortgage Loan Officer) position is accountable for acquiring new mortgage loan customers and performing specific duties relating to the origination of residential mortgage loans and must facilitate the loan process with the customer from initial application until closing. What you'll do: * Comply with Bank policy and government regulations related to mortgage lending. * Maintain knowledge of available loan products, processing procedures, and underwriting guidelines. * Market and sell CFBank Mortgage Products through inside and outside sales to networks and develop referral contacts from realtors, past customers, financial planners, accountants, attorneys and other professionals. * Work with potential and existing clients to uncover and sell products that best meet customer needs, gaining commitments for mortgage loans. * Conduct pre-approval loan process by gathering financial information from customer and reviews customer credit to match customer need with best product available. * Work closely with mortgage operational staff throughout entire lending process, utilizing verbal and written communication and any related software throughout the lifecycle of the loan as necessary. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies. * Accept other responsibilities and projects as requested to add value for CFBank. Education And Experience: * 1-2 years of related training and/or experience preferred for Junior level (mentored). * At least 2 years of mortgage experience is preferred for Sr. level Bankers. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage! * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
    $22k-26k yearly est. 39d ago
  • Mortgage Banker

    Quicken Loans 4.1company rating

    Personal banker job in Cleveland, OH

    Who We Are Join Us to Find a Better Way The Quicken Loans Family of Companies (FOC) is obsessed with always finding a better way through the creativity, innovation and transformative thinking of our leaders and team members. We certainly have the desire and ability to adapt to a changing world, but we are known to have changed the world ourselves. We're revolutionizing the mortgage banking industry, while developing new technology-driven ventures along with life changing career experiences. We are revitalizing the communities in which we live, work, and play. Become an “Intrapreneur” If you are passionate when it comes to sales, want high earning potential, and do not fit the 9-to-5 mold, then a career in mortgage banking might be right for you. Quicken Loans Mortgage Bankers own their own business within our business and are given a wide variety of options on how to accomplish individual and team goals. And like all successful entrepreneurs, they work hard, think creatively, and earn big. Job Description As the faces of the Quicken Loans experience, our Mortgage Bankers: Complete and pass all assigned Mortgage Banker training and licensing activities - 15 weeks of Mortgage Banker training and licensing completely paid by Quicken Loans . Consult with our clients about current and future needs in achieving their financial goals. Deliver world-class client service and establish ongoing financial services relationships. Interview clients to gather information about their unique financial situations, needs and objectives. Use state-of-the-art technologies to conduct credit, underwriting and financial analyses to qualify clients for various loan programs. Evaluate various loan programs and affordable financing plans from a broad range of Quicken Loans mortgage options. Educate and advise clients on the home buying process and how to best manage their mortgage(s). Ensure exceptional client experiences with ongoing communication throughout the entire loan process. Protect Quicken Loans' interest and reputation as the nation's largest online retail mortgage lender and the second largest retail mortgage lender in the U.S. Qualifications What You Need To become a successful Quicken Loans Mortgage Banker you need: A positive attitude and the desire to truly help people. The ability to rock in a fast-paced, dynamic environment. Superb communication skills. The spirit of an entrepreneur. What You Don't Need Quicken Loans Mortgage Bankers come to us from different places in their career journeys. We don't expect candidate's to have: Lending experience or a finance degree. We'll teach you everything you need to know. Seriously. The ability to make cold calls. You'll only talk to people who are already looking to buy or refi. Additional Information What You'll Get 15 weeks of really fantastic Mortgage Banker training. On-the-job coaching and real-time feedback. Excellent compensation and benefits. Sweet bonuses, trips, tickets and cash money. Cutting edge, lightning fast technology (We call it “Rocket Mortgage” for a reason).
    $22k-32k yearly est. 1d ago

Learn more about personal banker jobs

How much does a personal banker earn in Broadview Heights, OH?

The average personal banker in Broadview Heights, OH earns between $27,000 and $49,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Broadview Heights, OH

$36,000

What are the biggest employers of Personal Bankers in Broadview Heights, OH?

The biggest employers of Personal Bankers in Broadview Heights, OH are:
  1. PNC
  2. Fifth Third Bank
  3. The PNC Financial Services Group
  4. KeyBank
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