Community Banker (56169)
Personal banker job in Boonville, MO
Community Banker Make a Positive Impact First State Community Bank is seeking a quick learning, positive and energetic individual with a strong work ethic for a Community Banker position. You're the starting point. So many of the folks that bank with FSCB started at a work station just like yours. From a brand new business venture to a young child saving their allowance, you'll be an important financial resource to customers. They'll also turn to you for answers. Our best Community Bankers know their customers, ask the right questions to uncover financial needs, and guide them to the right solution. Responsibilities in Accordance with Our Corporate Values Build trust with customers by accurately and efficiently processing transactions Constantly seek to improve the financial health of customers through the recommendation and education of FSCB products that meet their needs Works as part of a team to create exceptional customer experiences Is a consistent advocate and ambassador of FSCB corporate values both inside and outside the bank Develop and maintain accounts for new and existing customer relationships What You Can Expect Competitive pay and benefits package - including an annual bonus program 401(k) with generous employer match benefit Helpful, qualified, and available leadership A caring, stable working environment Qualifications High School Diploma or Equivalent Prior cash handling experience preferred Exceptional customer service skills Strong communication skills General clerical and office technology skills
Additional Information
Being a First Stater....
Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.
Do you have what it takes to be a First Stater?
Make a Difference - Apply Now!
First State Bancshares, Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.
Personal Banker
Personal banker job in Columbia, MO
Assists Consumer Banking Manager in branch operations. Ensures compliance with established policies and procedures. Ensures customer services are provided, including all transactions process in the teller area, opening accounts, providing customers with information, resolving banking problems for customers, cross selling banking products and services, and other projects, tasks, and responsibilities. Acts as a resource for operation and customer issues exercising discretion and good judgment. Assists in sales development activities including training of staff. Conducts relationships and activities consistent with established bank policies, procedures, and systems. Must have knowledge and understanding of compliance and fraud issues for protection of customer and bank. Performs entry level supervision of team, including assistance with transactions, risk assessment, coaching, motivating, and setting an example in sales, service, and operations. Provides legendary service to meet needs and expectations of customer. Must work to meet goals by promoting and cross selling a combination of financial products and services. Contributes to a team environment by accomplishing bank and branch results.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
Assists customers/employees, assists with staff motivation and achieving branch and individual sales goals. Opens/closes branch. Performs teller duties: receives checks and cash for deposit and payment to accounts, verifies amounts, and examines checks for proper endorsement, ownership and fraud risk. Cashes checks and processes withdrawals, pays out money after verification of signatures and customer balances. Accurately counts, checks, and reconciles coins, currency, and transactions. Performs customer service duties: opens/closes accounts, customer problem resolution, cross sells and answers customer inquiries of financial products and service offerings. Assists in day to day operations including customer service and teller duties and responsibilities on a regular rotation. Ensures operating procedures are being followed. Consistently demonstrates proficiency providing legendary service to customers and coworkers. Resolves difficult situations with tact and diplomacy. Maintains thorough knowledge of bank products and services and ensures other branch personnel have knowledge. Actively pursues sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet customer needs. Takes a proactive approach to knowledge of the banking industry and leadership. Works with Manager to set goals and makes efforts to reach goals. Makes referrals to other business departments for traditional and non-traditional products and services. Participates in sales programs to generate new customers. Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank record keeping requirements. Responsible for following branch control and cash handling procedures. Responsible for cross selling bank products and services to meet individual and branch goals. The environment may be fast paced. It is important to act in a professional manner. Understands role in case of robbery and knows proper post-robbery procedures. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives. Accountable for other tasks as directed.
SUPERVISORY RESPONSIBILITIES:
Reports to Branch Manager and indirectly to Assistant Manager. Work is reviewed by Branch Manager and Assistant Manager. Tellers report indirectly to Personal Banker with questions and/or problems when management is not present.
Bachelor's degree or equivalent combination of education, training and experience providing required knowledge, skills and abilities. Thorough knowledge of all teller and new account functions, bank regulations, bank policies and procedures and bank products and services. Strong attention to detail with the ability to work with accuracy. Excellent oral and written communication skills and strong customer relations skills. Must work with employees and customers in a cooperative, positive, professional manner. Good judgment and ability to handle confidential information and work quickly and accurately to analyze information and make decisions. Willingness to assume additional responsibilities, duties and projects. Successful completion of in-house training programs. Computer skills (email, printer, copy, Microsoft Office), Image Scanner, Cash Counting Machine, Cash Dispensing Machine, Coin Counter
Personal Banker
Personal banker job in Moberly, MO
Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.
**Responsibilities**
+ Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
+ Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
+ Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
+ Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
+ Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
+ Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
+ Works closely with clients and business partners to refer products and services to other business lines.
+ Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
+ Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
+ Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
+ When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
+ Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
+ Protect all client and bank information confidentially and follow all company policies.
+ Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
+ Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
+ Working at the worksite during regular business hours and/or assigned hours.
+ Other specified duties as assigned.
**Compensation & Benefits**
The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
+ Medical
+ Dental
+ Vision
+ 401(k) plan
+ Company paid life insurance
+ Short and Long-term disability insurance
+ Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
**Skills**
+ Strong written and verbal communication skills required.
+ Strong attention to detail and ability to complete work accurately.
+ Ability to organize work.
+ Strong sales skills.
+ Basic math skills including the ability to calculate figures and amounts such as cash back and percentages.
+ Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
+ Ability to be NMLS licensed and registered.
**Education & Experience**
+ High school diploma, GED, or equivalent, required, Associate degree or higher preferred.
+ Previous banking experience preferred.
+ 6 months in a client service experience role preferred.
+ 6 months sales experience preferred.
+ Minimum 6 months cash handling experience preferred.
+ Ability to be NMLS licensed and registered and obtain a state notary license.
**Physical Requirements**
The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
Business Banking Specialist
Personal banker job in Columbia, MO
If you have an outgoing and cheerful personality, positive attitude, and enjoy working in a fun team environment, we are looking to add a Full-Time Business Banking Specialist to our Columbia team! Salary commensurate with experience.
The Business Banking Specialist actively engages customers and potential customers in order to create a welcoming environment for new and established customers while providing friendly, efficient and quality service tailored to the customer's financial needs. The Business Banking Specialist will be expected to maintain working knowledge of business banking products and services, and be able to communicate these benefits to customers. The Business Banking Specialist will also be expected to actively participate in community and client related activities and events, as well as performing client and prospective client visits. The ability to manage projects concurrently is essential in order to provide the best service possible to our clients.
Qualifications
High school diploma or GED required; higher education is preferred
Proven sales experience is preferred
3-4 years of work experience with sales-oriented customer service required
Strong interpersonal skills
Well-developed communication skills
Coachable with the ability to learn
Strong computer skills, including Excel
Ability to manage concurrent projects while delivering accurate and quality work in a fast-paced environment
Routine decision making and reasoning skills
The Callaway Bank is an Affirmative Action / Equal Opportunity Employer. M/F/Vet/Disabled. The Callaway Bank recommends the National Career Readiness Certificate.
Personal Banker
Personal banker job in Mexico, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to deliver an excellent customer experience, through building relationships with customers, understanding the financial needs and providing the right solutions. You will develop and maintain long lasting relationships with customers, co-workers, and other lines of business within Commerce to ensure that you are able to uncover the financial needs of each customer.
Additional Job Description
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Mexico location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you'll:
* Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
* Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
* Actively listen to our customers so you can make appropriate recommendations that match their needs.
* Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
* Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
* Be able to earn more than your base pay through our quarterly incentive program.
Work Schedule
* Monday - Friday 7:45 AM - 5:15 PM, Saturday 8:45 AM - 12:15 PM
Essential Functions
* Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
* Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
* Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
* Identify complex financial needs and refer customers to bank specialists when appropriate.
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
* Ability to meet personal and branch sales and customer services expectations
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Team player with excellent written, verbal and interpersonal communication skills
* Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
* Proficient with Microsoft Word, Excel and Outlook
Education & Experience
* High School diploma or equivalent combination of education and experience required
* 1+ years sales or customer service experience required
* Experience working in an environment with individual and team sales goals preferred
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 2946 S Clark St, Mexico, Missouri 65265
Time Type:
Full time
Auto-ApplyFinancial Services Representative
Personal banker job in Eldon, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $16 - $19
What you'll do:
* Guide customers toward upward credit mobility through good financial choices.
* Provide top-tier customer service, assisting customers with questions, concerns, and products.
* Process and prepare loan applications.
* Take and process payments.
* Prepare loan documents and execute loan closing on current renewal loans.
* Balance assigned cash drawer daily.
* Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
* Maintain strong customer relationships and build community within your branch.
* Other duties include but are not limited to:
* Call approved and unmade applications to close loans daily.
* Help build tax clientele and provide tax services.
* Send complete and accurate credit denial letters within 30 days from the date of application.
* Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
* Must be able to demonstrate self-confidence and organizational skills.
* A history of choosing kindness, showing compassion, and helping others.
* The willingness to seek quality-driven solutions and embrace new ideas.
* Absolute team player - pitching in when needed and accepting help, too.
* To perform this job successfully, an employee must have basic computer skills.
* A valid driver's license & access to a dependable vehicle.
* Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
* We hire from within: we want to see you grow and climb in this company.
* Each year, we promote 80% of Financial Services Reps to management.
* 75% of World's Operations Executives moved up from a similar role.
* We pay you to give back: employees get paid volunteer hours each year.
* Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
* Paid holidays, vacation time, and a 401(k) plan (including company match).
* Be part of a team with clear values, strong community, and a sense of belonging.
* We'll get you home for dinner: your life outside of work is priority #1
* You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
* Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
* Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
* Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
* Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
* Occasional local travel; may include extended hours, evenings, or weekends.
* Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
* Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
* Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyPersonal Banker I
Personal banker job in Jefferson City, MO
**Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.
**How you will spend your time:**
- Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
- Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
- Achieving your daily key performance metrics while balancing competing priorities
- Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
- Other job duties as assigned
**We're excited to talk to you if:**
- You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
- You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
- You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
- You demonstrate attention to detail whether completing documents or explaining features and benefits
- You have a HS Diploma or equivalent
- You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
- You have reliable transportation and ability to work branch hours, including weekends and some evenings
- You have the ability to obtain NMLS registration within 90 days
Target pay: $20-21/hr
**Compensation Range:**
$29,530.00 - $65,380.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Financial Services Representative
Personal banker job in Eldon, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $16 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyFinancial Aid Representative
Personal banker job in Marshall, MO
Missouri Valley College seeks a Financial Aid Representative to serve as a member of the financial aid team, assisting students throughout the financial aid process. This position involves managing communications, documenting requirements, and administering work-study timesheets and assignments, among other duties as assigned.
Key Responsibilities:
* Serve as the primary point of contact for students, parents, and staff regarding
financial aid inquiries and policies.
* Assist in the processing of financial aid applications, ensuring timely and accurate
evaluation of documents.
* Maintain comprehensive knowledge of federal, state, and institutional financial aid
regulations and policies.
* Coordinate work-study placements, including recruiting, hiring, and overseeing
timesheets.
* Collaborate with the financial aid team to develop and implement strategies for effective communication and outreach to students.
* Evaluate and review financial aid applications, making determinations based on eligibility criteria.
* Provide guidance to students on financial literacy and budgeting skills.
* Assist with the preparation and dissemination of financial aid materials, including brochures and presentations.
* Participate in financial aid workshops and information sessions.
* Perform additional duties as assigned by the Director or Assistant Director of Financial Aid.
Qualifications:
* Bachelor's degree in finance, education, business, or a related field preferred.
* Previous experience in financial aid, customer service, or higher education is a plus.
* Strong organizational skills and attention to detail.
* Excellent communication and interpersonal skills.
* Ability to work independently and as part of a team.
* Proficiency in Microsoft Office Suite and financial aid software preferred.
To Apply:
Interested candidates should submit a resume and cover letter outlining their qualifications and experience to *******************
Additional Information
As a pre-condition of employment, the applicant must be authorized to work in the United States. Employment at MVC is contingent upon satisfactory completion of background check.
Equal Opportunity Employer
Missouri Valley College is an Equal Opportunity Employer and committed to a diverse and inclusive environment. Missouri Valley College does not discriminate on the grounds of color, race, sex, religion, marital status, disability, national origin, veteran's status, age, or sexual orientation. Employment decisions are based on qualifications, merit, and business needs. All eligible candidates are encouraged to apply.
About Missouri Valley College
Founded in 1889, Missouri Valley College is a private, four-year liberal arts college located in Marshall, Missouri. Known for its dynamic, richly diverse, and friendly educational environment, Missouri Valley College offers many opportunities to grow in mind, body, and spirit. Faculty are personally and professionally engaged in preparing thoughtful citizens for meaningful lives and careers. Grounded in the liberal arts, undergraduate and graduate studies empower students to master interdisciplinary skills needed to succeed in a knowledge-based global society. Stewardship of resources will sustain innovative teaching to stimulate critical thinking, creativity, aesthetic appreciation, and the joys of lifelong learning.
Easy ApplyCommunity Lending Mortgage Banker
Personal banker job in Jefferson City, MO
WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy
* Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans
* Provide sound and ethical loan counseling to all potential applicants.
* Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service
* Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices.
* Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements
* Develop and/or implement sourcing strategies as required by written goals.
* Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand
* Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends.
* Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations
* Attend regularly scheduled sales meetings, training sessions and Bank functions.
* Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division
* Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes.
* Commitment to work of nonprofit organizations and making a positive impact in the community
* Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 5 years of retail residential mortgage sales experience
* Minimum 3 years of mortgage or financial experience as part of a community lending team
* Minimum of 5 years of experience with diverse and underserved clients
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Highly prefer network of professional and nonprofit referral sources
* Highly prefer a BA/BS degree with preference for business, finance, or economics degree
* Demonstrated superior sales and marketing ability
* Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank
* Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite
* Knowledge of mortgage credit policies and current industry compliance standards
* Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities
*WHAT'S IN IT FOR YOU?*
*Compensation*
This is a commission-based role and does not have a set salary range.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-RK
\#CA-RK
Relationship Banker II (Jefferson City Branch)
Personal banker job in Jefferson City, MO
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility.
Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills.
**Primary Responsibilities**
+ Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
+ Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
+ Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types
+ Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
+ Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
+ Owns and resolves customer issues
+ Refers customers to an internal team of experts when complex financial goals and needs are recognized
+ Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks
This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information.
**Requirements**
+ High School Diploma or GED
+ Ability to work Saturdays as needed
+ Ability to handle cash and process cash transactions
+ Ability to communicate in person, on the phone, and through electronic channels
+ Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
+ Ability to walk and stand for extended periods of time
+ Ability to lift up to twenty (20) pounds
**Preferences**
+ Bachelor's degree
+ Life Insurance License
+ One (1) year of cash-handling, banking, and/or customer service experience
**Skills and Competencies**
+ Ability to adhere to policies, procedures, and guidelines
+ Ability to assist customers with digital banking offerings
+ Ability to handle multiple priorities simultaneously
+ Ability to oversee large sums of cash
+ Excellent relationship-building skills
+ Strong communication and customer focus
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$40,159.60 USD
**_Median:_**
$47,727.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
*************************************************************
**Location Details**
Jefferson City Missouri
**Location:**
Jefferson City, Missouri
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Private Banker
Personal banker job in Columbia, MO
The Private Banker serves as a trusted financial partner to high-net-worth clients. This role acts as a key liaison between the bank and its most valued relationships, delivers an exceptional client experience, and drives results through strategic business development efforts. Demonstrate a keen understanding and anticipating the clients' needs is essential to fostering long-term relationships and ensuring satisfaction.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
Serve as the primary contact for designated commercial and retail relationships, delivering tailored financial solutions to meet client needs. Build, maintain, and expand relationships with signature clients through exceptional service, proactive advice, and ongoing education on products and services. Act as a liaison by connecting clients with wealth management, commercial lending, treasury management services, and retail banking.
Identify, develop, and convert new business opportunities across commercial, retail, and wealth management segments to drive measurable growth. Develop and implement strategies to attract and retain clients while expanding the bank's market presence. Collaborate with product specialists to present banking solutions and leverage community networks to generate new client acquisition opportunities.
Deliver tailored, concierge-level experience with the highest standards of professionalism, organization, and communication to build trust and foster long-term client loyalty. Proactively manage complex client needs with clear communication and organized processes, ensuring timely and effective resolution. Provide responsive, client focused service that exceeds expectations, enhances satisfaction, and drives relationship growth.
Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.
Bachelor's degree. Preferred experience in private banking, financial advisory services, wealth management, or business development with a proven track record of managing high-net-worth clients, driving relationship growth, and delivering personalized financial solutions. Strong knowledge of financial products and services designed for high-net-worth clients. Excellent analytical, problem-solving, and judgment abilities. Proven ability to build and maintain client relationships. Energetic, self-motivated, and highly results driven. Exceptional communication, interpersonal, and relationship management skills. Passion for serving others and building lasting client relationships. High level of integrity, professionalism, and discretion. Creative, innovative, and forward-thinking with the ability to collaborate and influence effectively. Proficiency in Microsoft Office and CRM systems; familiarity with financial platforms is beneficial.
Personal Banker
Personal banker job in Jefferson City, MO
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to deliver an excellent customer experience, through building relationships with customers, understanding the financial needs and providing the right solutions. You will develop and maintain long lasting relationships with customers, co-workers, and other lines of business within Commerce to ensure that you are able to uncover the financial needs of each customer.
Additional Job Description
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Arnold location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you'll:
Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
Actively listen to our customers so you can make appropriate recommendations that match their needs.
Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
Be able to earn more than your base pay through our quarterly incentive program.
Work Schedule
Monday - Friday 8:15 AM - 5:15 PM, Saturday 8:45 AM - 12:15 PM
Essential Functions
Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
Identify complex financial needs and refer customers to bank specialists when appropriate.
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
Ability to meet personal and branch sales and customer services expectations
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
Proficient with Microsoft Word, Excel and Outlook
Education & Experience
High School diploma or equivalent combination of education and experience required
1+ years sales or customer service experience required
Experience working in an environment with individual and team sales goals preferred
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 956 Jeffco Blvd, Arnold, Missouri 63010
Time Type:
Full time
Auto-ApplyPersonal Banker I
Personal banker job in Jefferson City, MO
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.
How you will spend your time:
* Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
* Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
* Achieving your daily key performance metrics while balancing competing priorities
* Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
* Other job duties as assigned
We're excited to talk to you if:
* You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
* You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
* You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
* You demonstrate attention to detail whether completing documents or explaining features and benefits
* You have a HS Diploma or equivalent
* You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
* You have reliable transportation and ability to work branch hours, including weekends and some evenings
* You have the ability to obtain NMLS registration within 90 days
Target pay: $20-21/hr
Compensation Range:
$29,530.00 - $65,380.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Auto-ApplyCommunity Lending Mortgage Banker
Personal banker job in Jefferson City, MO
WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy
* Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans
* Provide sound and ethical loan counseling to all potential applicants.
* Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service
* Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices.
* Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements
* Develop and/or implement sourcing strategies as required by written goals.
* Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand
* Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends.
* Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations
* Attend regularly scheduled sales meetings, training sessions and Bank functions.
* Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division
* Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes.
* Commitment to work of nonprofit organizations and making a positive impact in the community
* Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 5 years of retail residential mortgage sales experience
* Minimum 3 years of mortgage or financial experience as part of a community lending team
* Minimum of 5 years of experience with diverse and underserved clients
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Highly prefer network of professional and nonprofit referral sources
* Highly prefer a BA/BS degree with preference for business, finance, or economics degree
* Demonstrated superior sales and marketing ability
* Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank
* Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite
* Knowledge of mortgage credit policies and current industry compliance standards
* Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities
*WHAT'S IN IT FOR YOU?*
*Compensation*This is a commission-based role and does not have a set salary range.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Personal Banker
Personal banker job in Huntsville, MO
Primarily working in Huntsville - must work at Moberly North and/or Moberly Main after Huntsville closes - Huntsville hours are Monday-Friday 9:00am-1:00pm This position offers an exciting opportunity for candidates who enjoy developing relationships with customers by identifying ways to meet their financial needs and assist in resolving customer sales and service inquires that leads to improved satisfaction and sales.
Provide a consistent legendary experience which includes uncovering customer's needs in a customer-centric manner and offering solutions of various bank products and services to meet customer's financial needs.
Accurately and efficiently process customer transactions through account opening and account maintenance of both personal and business accounts.
Assist branch with achieving goals.
Refer customers to experts when more complex financial goals and needs are recognized.
Achieve required levels of outbound phone calls to customers to help grow and retain relationships.
Participate in on-going training and development.
Conduct relationships and activates consistent with established bank policies, procedures and systems, the corporate Code of Conduct, Bank Secrecy Act and all applicate State and Federal laws and regulations.
Customer service in banking or other similar field preferred or equivalent combination of education, training and experience that demonstrates the required knowledge, skills and abilities.
Possess good judgement and strong organizational skills. Ability to manage multiple responsibilities, prioritize, research and solve problems, attention to detail, and handle confidential information.
Strong interpersonal relations with the ability to work with customers and employees in a cooperative manner using excellent verbal, listening and communication skills.
Provide Legendary Service that exceeds expectations at every opportunity.
Ability and desire to represent Central Bank of Moberly in the community in a positive and professional manner.
Personal Banker
Personal banker job in Columbia, MO
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to deliver an excellent customer experience, through building relationships with customers, understanding the financial needs and providing the right solutions. You will develop and maintain long lasting relationships with customers, co-workers, and other lines of business within Commerce to ensure that you are able to uncover the financial needs of each customer.
Additional Job Description
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Bernadette location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you'll:
Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
Actively listen to our customers so you can make appropriate recommendations that match their needs.
Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
Be able to earn more than your base pay through our quarterly incentive program.
Work Schedule
Monday - Friday 7:45 AM - 5:45 PM, Saturday 8:45 - 12:15
Essential Functions
Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
Identify complex financial needs and refer customers to bank specialists when appropriate.
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
Ability to meet personal and branch sales and customer services expectations
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
Proficient with Microsoft Word, Excel and Outlook
Education & Experience
High School diploma or equivalent combination of education and experience required
1+ years sales or customer service experience required
Experience working in an environment with individual and team sales goals preferred
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
*** For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 2000 Bernadette Dr, Columbia, Missouri 65203
Time Type:
Full time
Auto-ApplyPersonal Banker I
Personal banker job in Jefferson City, MO
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.
How you will spend your time:
• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned
We're excited to talk to you if:
• You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
• You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
• You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
• You demonstrate attention to detail whether completing documents or explaining features and benefits
• You have a HS Diploma or equivalent
• You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• You have reliable transportation and ability to work branch hours, including weekends and some evenings
• You have the ability to obtain NMLS registration within 90 days
Target pay: $20-21/hr
Compensation Range:
$29,530.00 - $65,380.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request.
If you are a California resident, please visit our
Privacy Notice for California Job Candidates
to understand how we collect and use your personal information when you apply for employment with UMB.
Auto-ApplyPersonal Banker
Personal banker job in Columbia, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to deliver an excellent customer experience, through building relationships with customers, understanding the financial needs and providing the right solutions. You will develop and maintain long lasting relationships with customers, co-workers, and other lines of business within Commerce to ensure that you are able to uncover the financial needs of each customer.
Additional Job Description
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Bernadette location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you'll:
* Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
* Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
* Actively listen to our customers so you can make appropriate recommendations that match their needs.
* Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
* Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
* Be able to earn more than your base pay through our quarterly incentive program.
Work Schedule
* Monday - Friday 7:45 AM - 5:45 PM, Saturday 8:45 AM - 12:15 PM
Essential Functions
* Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
* Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
* Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
* Identify complex financial needs and refer customers to bank specialists when appropriate.
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
* Ability to meet personal and branch sales and customer services expectations
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Team player with excellent written, verbal and interpersonal communication skills
* Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
* Proficient with Microsoft Word, Excel and Outlook
Education & Experience
* High School diploma or equivalent combination of education and experience required
* 1+ years sales or customer service experience required
* Experience working in an environment with individual and team sales goals preferred
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 2000 Bernadette Dr, Columbia, Missouri 65203
Time Type:
Full time
Auto-ApplyBilingual Relationship Banker
Personal banker job in Jefferson City, MO
Meet and greet customers as they enter the department or facility. Assess the needs of the customer, explain the accounts and services available, and assist in the selection of the most appropriate product or service for the customer's needs. Open new personal or business accounts including checking and savings accounts, certificates of deposit (CD), safe deposit boxes, individual retirement accounts (IRA), internet banking services, ATM and debit cards, and credit cards.
Accurately prepare all related documentation.
Provide accurate and timely service on account maintenance and research requests, change of address requests, stop payment requests, telephone and wire transfer requests, check orders, funds transfers, and other customer requests.
Respond to customer inquiries and concerns and resolve problems or discrepancies with customer accounts.
Demonstrate sound risk management in decision making, including displaying solid knowledge of guidelines for fraud prevention and robbery. Understand and comply with loss control measures by maintaining cash drawer within prescribed limits.
Prepare necessary forms for proper completion of Bank Secrecy Act (BSA) requirement, including obtaining appropriate documentation from customers and non-customers.
Actively participate in the Retail sales program; attend appropriate sales training; utilize sales program initiatives; work with manager to set goals and make every effort to reach targeted goals.
Make referrals to other business units for traditional and non-traditional banking products and services.
Acquire and maintain thorough knowledge and understanding of compliance, security, and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
Consistently deliver Legendary Service by promptly and professionally greeting customers in-person and by phone and facilitating a welcoming and customer-focused environment.
Assist others in the department or facility as needed and/or directed
High school diploma or equivalent
Previous teller or cash handling experience
Previous customer service experience
Previous sales experience
Knowledge of bank accounts and services, policies and procedures, and regulations
Experience with banking software
Communication Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
Ability to write routine reports and correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization Strong sales, interpersonal, and communication skills Reasoning
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Bilingual (English/Spanish) candidates are highly encouraged to apply!