Travel Universal Banker
Personal banker job in Elkhart, IN
Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share. Will float between designated service centers and provide support to multiple branch locations as needed
Primary Responsibilities and Duties:
Maintains a high level of membership in accordance with the EVERWISE CREDIT UNION Service Expectations.
This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center)
Responsible for maintaining a high level of confidentiality about member account information.
Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly.
May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties.
Comply with the credit union
Check Cashing, Cash Control and Transaction Approval Limits
policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc.
Volunteers for special projects within the scope of job responsibilities.
Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.
Knowledge/Skills:
Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication
Ability to proactively solve problems by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION.
High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling.
Proficient cash handling skills.
Ability to work in a fast-paced diverse and universal environment.
Practical application and general understanding of various computer applications
Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin
Minimum Requirements:
High School Diploma, GED or equivalent certification.
Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred.
Base pay: Starting at $19.25/hour + an additional $1.50/hour travel premium
Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyBusiness Banker
Personal banker job in Elkhart, IN
Angott Search Group is partnering with a prominent regional bank, managing assets of over $8 billion, to find an experienced Business Banker for their Elkhart, Indiana location. This role is focused on growing and managing a commercial banking portfolio of $15-$25MM.
Key Responsibilities:
Grow and maintain business banking relationships through loans, deposits, and cross-selling bank products.
Develop new business opportunities by expanding the client base and promoting bank services.
Assess credit risks and recommend risk mitigation strategies.
Effectively manage and document client relationships and commitments.
Ensure compliance with bank policies, legal requirements, and complete necessary training.
Qualifications:
Minimum of 3 years in commercial banking as a credit analyst or underwriter (preferred).
Bachelor's degree in business, economics, or finance (preferred).
Proven relationship-building skills and strong communication abilities.
Proficiency in Microsoft Word and Excel; knowledge of treasury services products.
Customer-focused with the ability to multitask in a fast-paced environment.
Financial Services Specialist
Personal banker job in Kalamazoo, MI
Minimum Qualifications Bachelor's degree in related field from an accredited institution, or equivalent combination of education and experience. One year's relevant experience. Strong interpersonal, written and verbal communication skills. Familiarity of federal, state and institutional financial aid regulations and guidelines.
Financial Representative
Personal banker job in Mishawaka, IN
Financial Representative - Mishawaka, IN
As business owners, Financial Representatives at Northwestern Mutual - Mishawaka, IN help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representatives in the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
Personal Banker Full-Time Teller - Brooklyn
Personal banker job in Three Rivers, MI
Bank Michigan is seeking career-minded candidates for a Full Time Personal Banker (aka Teller) to assist in our Brooklyn Branch. In addition to a professional, customer-focused demeanor, candidates should have previous customer service and cash handling experience, an appetite to learn/grow and be proficient with technology required.
JOB SUMMARY
Provides superior customer service while performing over-the-counter deposit/loan transactions, product/service sales and problem solving.
Prior banking experience preferred.
Job Responsibilities:
Primary:
Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances.
Promotes and explains other financial institution services such as consumer and mortgage loans, IRAs, certificates of deposit, safe deposit boxes, traveler's checks and money orders.
Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enters payments into computer. Generates customer receipts.
Places holds on accounts for uncollected
Counts, checks and packages coins and
Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary.
Is responsible for checking night depository bags and recording proper information on the financial institution's forms.
Uncovers customer needs and assists them in opening accounts/services to meet their
Next day review of all account documentation/CIP
Scanning and uploading all necessary account
Daily balancing of ATM
Ordering of customer checks/deposit
Process daily night drop
Assisting customers with Online Banking Services: set up, password resets,
Responsible for opening and closing the
Works harmoniously and collaboratively with team members to accomplish bank
Other:
Assist with other duties as assigned.
See attached job description for full position details
EEO Statement:
Bank Michigan provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.
Part Time (30 Hours) Associate Banker, Ironwood and State Road 23 Branch, South Bend, IN
Personal banker job in South Bend, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
TELLER/UNIVERSAL BANKER
Personal banker job in Sturgis, MI
Job DescriptionDescription:
Performs a variety of duties to provide customer service by explaining and processing financial
services, and correct records by performing the following duties. All other duties and
responsibilities as assigned.
ESSENTIAL DUTIES, RESPONSIBILITIES, SKILLS:
• Build and maintain customer relations by providing high quality service
• Assist customer from start to finish acting as a full relationship manager
• Interview customers to obtain information and proactively sell all bank products and services, including but not limited to
Checking, Savings, Individual Retirement Accounts, Certificates of Deposits and Savings Bonds
• Open new accounts using needs-based techniques
• Discuss, sell, complete application and close consumer loans
• Discuss, sell, and refer electronic services, Wealth Management and Commercial/Mortgage loan services
• Solve branch operations matters
• Understand and support marketing initiatives
• Clean and organize branch/work area
• Service, audit, and balance drawers, vault, TCRs, PTM, coin machines and other branch technology within established guidelines
• Prepare, verify, and order incoming and outgoing cash shipments
• Prepare and sign cashier's checks, loan checks, and wires within assigned limits
• Open, close and lead the branch during absence of management
• Close accounts when necessary
•Discuss and process overrides for lesser experienced tellers
•Mentor/train incoming Tellers/Universal Bankers
SUPERVISORY RESPONSIBILITIES:
None
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and maintain confidentiality and professionalism. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
•High School Diploma or general education degree (GED); and one to three weeks training and at least one-year equivalent combination of education and experience.
•Customer service, cash handling and banking experience preferred.
•Attentiveness to detail.
•Basic computer skills including Microsoft Word and Excel.
•General math skills.
•Jack Henry suite of programs including Xperience and Synapsys.
•TCR, PTM, and coin machine knowledge.
INTERPERSONAL SKILLS:
This position is required to deal with internal as well as external customers, in a positive, “Quality Customer Service” manner. An open, willing to assist approach to work is expected along with the ability to work beyond their normal job duties as the situation requires. Interpersonal and problem-solving skills are required. This position will have access to highly confidential information that must be handled in a professional manner.
PHYSICAL DEMANDS:
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance, color vision, depth perception and ability to adjust focus.
REASONING ABILITY:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
WORK ENVIRONMENT:
The noise level in the work environment is usually moderate/conversational.
Requirements:
Part Time (30 Hours) Associate Banker, Ironwood and State Road 23 Branch, South Bend, IN
Personal banker job in South Bend, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyUniversal Banker
Personal banker job in Granger, IN
Starting Pay Rate is Based on Experience - Minimum Hourly Rate:
$19.00
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
This opening is at our Granger location. Branch hours are M-F (9-5).
Supervisory Responsibilities: No
Summary: As the front-line client ambassador for Centier, the Universal Banker (Bank Teller) is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing bank client relationships, and recommending value-added bank products and services. This position participates in the daily operations of the branch, which could include, assisting clients with account openings, account management, and other financial service needs and maintenance.
The position also provides timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. This position proactively participates in the servant sales process of the branch as directed by management and helps to implement sales tactics to enrich lives as a financial guide for an even better tomorrow.
Essential Duties and Responsibilities:
Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner.
Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business.
Understand, promote, and advise on the bank's products, services and digital delivery channels.
Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds.
Count drawer daily and ensure that cash is in balance. When not in balance, must make effort to identify error.
Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department.
Maintain a position of trust and responsibility by keeping all customer business confidential.
Handle and resolve client problems and complaints in a quick and efficient manner.
Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
Assist associates with balancing their drawers and locating errors.
Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities.
Actively strive to achieve individual, branch, and organizational goals and communicate progress to manager.
Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
Represent Centier professionally with virtual and/or outside community involvement, external initiatives, and volunteerism. Log all hours in volunteer system.
Engage in personal development activities such as online learning and internal/external training to assist in career growth.
Identify and act on opportunities to refer clients to specialists in other lines of business.
Perform PA's, aisle time, and other promotional activities (if applicable).
Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area and branch, adhering to the Clean Desk Policy.
Follow Centier's Mission, Essentials of Excellence and Values in all interactions.
Other Duties and Responsibilities:
The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
Mentor fellow associates on various tasks and assignments.
Available to work evenings, some weekends and at other branches as needed.
Skills and Experience:
Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems.
Proofread and verify written materials.
High attention to detail to ensure accuracy.
Data entry and retrieval of information into a computer, sorting documents, and following logical instructions and systems.
Make texture judgments in verifying the authenticity of currency.
Ability to work well with others and in a team environment.
Ability to work through client problems by listening to understand and thinking through all options. Recommend and implement solutions.
Consultative skills to identify a client's financial needs and recommend solutions.
Adopt new technology, system conversions and software rollouts to successful implementation.
Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals.
Train new associates as a Branch Teller Mentor and successfully onboard them for Retail Banking
Interview clients at the new accounts desk to accurately assess needs and manage the account opening process for personal and business products from start to finish.
Qualifications:
High School diploma or equivalent.
Banking experience is a plus, but not required.
Minimum of six months customer service/cash handling experience is desirable.
What do I do now?
Apply with us!
Refer this opening to others!
Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************.
Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Member FDIC
Auto-ApplyRelationship Banker
Personal banker job in South Bend, IN
Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyFinancial Aid Services Specialist
Personal banker job in Notre Dame, IN
The Financial Aid Services Specialist has the first responsibility for welcoming visitors to the Office of Financial Aid, answering general department phone calls and emails, and coordinating the financial aid application and process flow, manages office supplies, and supervises the financial aid student employees.
The Financial Aid Services Specialist will monitor the aid application and awarding processing flow and communicates with current and prospective students and parents regarding the aid application process, status of aid processing, next steps required and understanding aid information. This position is the main contact in the Office of Financial Aid for student employment questions from campus supervisors.
The Financial Aid Services Specialist trains and supervises the office's student employees, and will run reports, generates emails and mails appropriate correspondence, including letters such as Missing Pieces letter, SAP letters, special mailing, etc
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities and requirements
.
Minimum Qualifications
Graduation from high school or an equivalent combination of education and experience.
At least two years of prior experience of a qualifying nature.
The ability to type at a rate of 60 wpm.
One-year prior experience in using a personal computer.
One-year prior experience working with spreadsheets, databases, mail merges, report generation.
Excellent communication and customer service skills, both verbal and written.
The ability to organize and prioritize a variety of competing job responsibilities.
Comfort in talking to individuals about their personal financial issues while maintaining the guidelines of FERPA privacy.
The ability to project a positive public image.
Preferred Qualifications
Prior working experience in financial aid or an understanding of financial aid principles.
Schedule
40 Hours/ 12 Months/ Monday - Friday 8:00am - 5:00pm
Auto-ApplyUniversal Banker
Personal banker job in South Bend, IN
Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share.
Primary Responsibilities and Duties:
Maintains a high level of member service in accordance with the EVERWISE CREDIT UNION Service Expectations.
This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center)
Responsible for maintaining a high level of confidentiality about member account information.
Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly.
May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties.
Comply with the credit union
Check Cashing, Cash Control and Transaction Approval Limits
policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc.
Volunteers for special projects within the scope of job responsibilities.
Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.
Knowledge/Skills:
Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication
Ability to proactively problem solve by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION.
High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling.
Proficient cash handling skills.
Ability to work in a fast-paced diverse and universal environment.
Practical application and general understanding of various computer applications
Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin.
Minimum Requirements:
High School Diploma, GED or equivalent certification.
Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred
Base pay: Starting at $19.25/hour.
Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyFinancial Representative - Mishawaka, IN
Personal banker job in Mishawaka, IN
Job DescriptionFinancial Representative - Mishawaka, IN
As business owners, Financial Representatives at Northwestern Mutual - Mishawaka, IN help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representatives in the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
Part Time (30 Hours) Associate Banker, Ironwood and State Road 23 Branch, South Bend, IN
Personal banker job in South Bend, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyUniversal Banker / Teller
Personal banker job in Sturgis, MI
Reports To: Branch Manager / Branch Supervisor
FLSA Status: Non - Exempt
Performs a variety of duties to provide customer service by explaining and processing financial services, and correct records by performing the following duties. All other duties and responsibilities as assigned.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide customers with excellent customer service by accepting and processing all financial transactions presented to the Teller including but not limited to various types of deposits, withdrawals, loan payments, wire transfers, stop payments, check cashing, and cash advances within the set guidelines and limits.
Build and maintain customer relations by providing high-quality service
Assist customers from start to finish acting as a full relationship manager
Interview customers to obtain information, explain available financial services such as Checking and Saving accounts, Individual Retirement accounts, Certificates of Deposits, and Savings Bonds, and open new accounts using needs-based techniques
Discuss and sell electronic services
Collect all information necessary for a Commercial Loan/Mortgage application and provide the lender with all necessary information
Discuss and refer Wealth Management services
Solving branch operations matters
Proactively sell bank products
Understand and support marketing initiatives
Clean and organize branch/work area
Balance drawers within established guidelines
Prepare, verify, and order incoming and outgoing cash shipments
Handle daily vault duties which could include buying and selling working cash
Prepare and sign cashier's checks, loan checks, and wires within assigned limits
Open and close the branch during the absence of management
Audit other Teller or Universal Banker drawers
Service, balance, and audit, TCR, PTM, self-service coin machines, and other branch technology
Close accounts when necessary
Ability to lead the branch during the absence of management
Discussing and processing overrides for lesser experienced tellers
Mentor/Train incoming Tellers/Universal Bankers
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience
High School diploma or general education degree (GED); one to three weeks training; and at least one-year equivalent combination of education and experience.
Technical Skills
Customer service
Attentiveness to detail
Basic computer skills
General Math skills
Microsoft programs
Assorted Jack Henry programs
Web-based programs
TCR, PTM, and coin machine knowledge
People Skills
This position is primarily responsible for handling customer transactions, resolving problems, and pursuing sales opportunities. Required needs include but are not limited to, empathetic listening skills, strong personal skills along with a sincere desire to assist the customer while maintaining confidentiality and protecting the bank's interests.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to stand, use hands to finger, handle or feel; reach with hands and arms; and talk and hear. The employee frequently is required to sit, stoop, kneel, crouch, or crawl. The employee is occasionally required to walk and climb or balance. The employee must occasionally lift and/or move up to fifty pounds. Specific vision abilities required by this job include close vision, and the ability to adjust focus.
Salary and Benefits
Pay based on experience and performance
Paid Vacation
Paid Holidays
401 (k) - bank sponsored
Vision Insurance
Flexible Spending Account Program for medical and/or childcare expenses
Additional benefits for full-time employees
Paid Sick Time
Blue Cross/Blue Shield Medical - PPO
Delta Dental
Life insurance and AD&D
Short-term and long-term disability
Insurance waiver - salary credit for opting out of the medical plan
Part Time (30 Hours) Associate Banker, Goshen Main Branch, Goshen, IN
Personal banker job in Goshen, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyRelationship Banker
Personal banker job in Kalamazoo, MI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
This position is located in a bilingual area and Spanish is often used within the banking center and would be preferred.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
* Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
* Cross sells products and services and refers to business product partners to ensure client needs are met.
* Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
* Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
* Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
* Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
* Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
* Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
* Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
* Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
* Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
* Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
* Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
* Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
* Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
* Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
* Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
* Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
* Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
* Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
* Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
* Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
* Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
* Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
* May manage an assigned client portfolio to handle all consumer banking relationship needs.
* Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
* Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience
* Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
* Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplyUniversal Banker (Bank Teller)
Personal banker job in Michigan City, IN
Starting Pay Rate is Based on Experience - Minimum Hourly Rate:
$19.00
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
Supervisory Responsibilities: No
Summary: As the front-line client ambassador for Centier, the Universal Banker (Bank Teller) is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing bank client relationships, and recommending value-added bank products and services. This position participates in the daily operations of the branch, which could include, assisting clients with account openings, account management, and other financial service needs and maintenance.
The position also provides timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. This position proactively participates in the servant sales process of the branch as directed by management and helps to implement sales tactics to enrich lives as a financial guide for an even better tomorrow.
Essential Duties and Responsibilities:
Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner.
Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business.
Understand, promote, and advise on the bank's products, services and digital delivery channels.
Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds.
Count drawer daily and ensure that cash is in balance. When not in balance, must make effort to identify error.
Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department.
Maintain a position of trust and responsibility by keeping all customer business confidential.
Handle and resolve client problems and complaints in a quick and efficient manner.
Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
Assist associates with balancing their drawers and locating errors.
Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities.
Actively strive to achieve individual, branch, and organizational goals and communicate progress to manager.
Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
Represent Centier professionally with virtual and/or outside community involvement, external initiatives, and volunteerism. Log all hours in volunteer system.
Engage in personal development activities such as online learning and internal/external training to assist in career growth.
Identify and act on opportunities to refer clients to specialists in other lines of business.
Perform PA's, aisle time, and other promotional activities (if applicable).
Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area and branch, adhering to the Clean Desk Policy.
Follow Centier's Mission, Essentials of Excellence and Values in all interactions.
Other Duties and Responsibilities:
The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
Mentor fellow associates on various tasks and assignments.
Available to work evenings, some weekends and at other branches as needed.
Skills and Experience:
Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems.
Proofread and verify written materials.
High attention to detail to ensure accuracy.
Data entry and retrieval of information into a computer, sorting documents, and following logical instructions and systems.
Make texture judgments in verifying the authenticity of currency.
Ability to work well with others and in a team environment.
Ability to work through client problems by listening to understand and thinking through all options. Recommend and implement solutions.
Consultative skills to identify a client's financial needs and recommend solutions.
Adopt new technology, system conversions and software rollouts to successful implementation.
Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals.
Train new associates as a Branch Teller Mentor and successfully onboard them for Retail Banking
Interview clients at the new accounts desk to accurately assess needs and manage the account opening process for personal and business products from start to finish.
Qualifications:
High School diploma or equivalent.
Banking experience is a plus, but not required.
Minimum of six months customer service/cash handling experience is desirable.
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Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************.
Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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Auto-ApplyPart Time (30 Hours) Associate Banker, Goshen Main Branch, Goshen, IN
Personal banker job in Goshen, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyTravel Universal Banker
Personal banker job in Plymouth, IN
Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share. Will float between designated service centers and provide support to multiple branch locations as needed
Primary Responsibilities and Duties:
Maintains a high level of membership in accordance with the EVERWISE CREDIT UNION Service Expectations.
This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center)
Responsible for maintaining a high level of confidentiality about member account information.
Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly.
May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties.
Comply with the credit union
Check Cashing, Cash Control and Transaction Approval Limits
policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc.
Volunteers for special projects within the scope of job responsibilities.
Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.
Knowledge/Skills:
Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication
Ability to proactively solve problems by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION.
High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling.
Proficient cash handling skills.
Ability to work in a fast-paced diverse and universal environment.
Practical application and general understanding of various computer applications
Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin
Minimum Requirements:
High School Diploma, GED or equivalent certification.
Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred.
Base pay: Starting at $19.25/hour + an additional $1.50/hour travel premium
Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-Apply