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 3d ago
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Personal Banker II, Richmond
Dollar Bank, FSB 4.1
Personal banker job in Cleveland, OH
The PersonalBanker 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 PersonalBanker 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. 3d ago
Float Universal Banker
First Mutual Holding Company
Personal banker job in North Ridgeville, 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 Universal Banker will float to the branches in our west region, including North Ridgeville, Avon, Avon Lake, North Olmsted, and Fairview Park.
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-44k yearly est. 3d ago
Personal Banker II
Civista Bank 3.9
Personal banker job in Wellington, OH
A PersonalBanker 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. 3d ago
Proprietary Equity Trader
T3 Trading Group 3.7
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
Private Client Banker - Akron Square - Akron, OH
Jpmorgan Chase 4.8
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. 43d ago
Private Client Banker - Cleveland West Market - Westlake, OH
JPMC
Personal banker job in Westlake, 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 2d ago
Float Universal Banker
First Federal Lakewood 4.2
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. 3d 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 10d 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 57d ago
Mortgage Banker
Quicken Loans 4.1
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. 14h ago
Part-time-Banks Cleaning
Environment Control of Beachwood
Personal banker job in Parma, 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
4653 Tiedeman Rd, Brooklyn 44144
6809 West 130th St, Parma heights 44130
6953 Ridge Rd, Cleveland, 44129
21973 Commerce Pkwy, Suite A, Strongsville 44149
. 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, Thurdsay, Friday after 6:00pm, cleaning 3 banks, and a commercial building, pay rate is $14.00 per hour, plus paid traveling time.
*Must have a drivers license and reliable transportation, and Must live not more than 15 minutes from job's location.
*** 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 60d+ ago
Private Banker
Cfbank 3.7
Personal banker job in Fairlawn, 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:
While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service.
What you'll do:
* Develop business and generate meaningful growth through inside and outside sales.
* Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients.
* Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed.
* Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements.
* Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements.
* Help to ensure branch compliance, assisting with internal and external audits as needed.
* Comply with internal security policies and procedures and maintain customer confidentiality at all times.
* Adhere to all regulations, policies, and record-keeping requirements.
Desired Qualifications:
* High school diploma or general educational degree (GED) with some banking/finance experience or education preferred.
* Strong prior experience in product knowledge and cross-selling performance expected with position
* Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements
* Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed.
* Proficient computer skills are required and the ability to learn various Banking Software programs.
* Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
* Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing
* Must have excellent organizational skills and the ability to multi-task and to be flexible.
What We Offer:
* Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
* 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
$23k-27k yearly est. 19d ago
Financial Services Representative - State Farm Agent Team Member
Joseph Merk-State Farm Agent
Personal banker job in Elyria, OH
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Paid time off
Training & development
Competitive salary
Opportunity for advancement
ROLE DESCRIPTION:
As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
1+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses preferred.
$27k-46k yearly est. 28d ago
Private Client Banker - Cleveland East Market - Solon, OH
Jpmorgan Chase 4.8
Personal banker job in Solon, 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-73k yearly est. 6d ago
Private Client Banker - Summit Mall - Akron, OH
JPMC
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: **************************************************************************
$27k-58k yearly est. Auto-Apply 60d+ ago
Float Universal Banker
First Federal Lakewood 4.2
Personal banker job in North Ridgeville, 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 Universal Banker will float to the branches in our west region, including North Ridgeville, Avon, Avon Lake, North Olmsted, and Fairview Park.
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-37k yearly est. 10d ago
Private Banker
Cfbank 3.7
Personal banker job in Fairlawn, 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:
While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service.
What you'll do:
Develop business and generate meaningful growth through inside and outside sales.
Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients.
Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed.
Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements.
Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements.
Help to ensure branch compliance, assisting with internal and external audits as needed.
Comply with internal security policies and procedures and maintain customer confidentiality at all times.
Adhere to all regulations, policies, and record-keeping requirements.
Desired Qualifications:
High school diploma or general educational degree (GED) with some banking/finance experience or education preferred.
Strong prior experience in product knowledge and cross-selling performance expected with position
Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements
Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed.
Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing
Must have excellent organizational skills and the ability to multi-task and to be flexible.
What We Offer:
Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
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
$23k-27k yearly est. 7d ago
Part-time-Banks Cleaning
Environment Control of Beachwood
Personal banker job in Willoughby, 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 Eastlake, Willoughby, Euclid, and Cleveland areas, plus a commercial building in Highland Heights. 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-Friday after 6:00pm, cleaning 4 banks, and a commercial building, pay rate is $14.00 per hour, plus paid traveling time.
33464 Vine St, Eastlake 44095
5831 SOM Center Rd, WIlloughby 44094
22480 Lakeshore, Euclid 44123
972 East 185th St., Cleveland 44119
175 Alpha Dr, Highland Heights, OH 44143
*Must have a drivers license and reliable transportation, and Must live not more than 15 minutes from job's location.
*** 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 60d+ ago
Private Client Banker - Cleveland East Market - Solon, OH
Jpmorgan Chase & Co 4.8
Personal banker job in Solon, OH
JobID: 210694710 JobSchedule: Full time JobShift: : 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: **************************************************************************
How much does a personal banker earn in Cleveland, OH?
The average personal banker in Cleveland, 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 Cleveland, OH
$37,000
What are the biggest employers of Personal Bankers in Cleveland, OH?
The biggest employers of Personal Bankers in Cleveland, OH are: