At Horizon Bank, we're not just about banking; we're about empowering dreams and transforming lives when we Go Beyond! Our passion lies in creating meaningful connections with our clients and providing financial solutions that pave the way to success. We're a dynamic team, dedicated to redefining the banking experience by going beyond and making a real difference in the lives of individuals and businesses alike.
Are you ready to embark on an exciting journey where every interaction is an opportunity to make an impact? As a Universal Banker at Horizon Bank you'll be at the forefront of a culture of exceptional service, where creativity meets expertise and relationships are the heart of everything we do. We're seeking passionate individuals who thrive in a fast-paced environment, possess unparalleled people skills, and are driven by a desire to help others achieve their financial goals.
Benefits:
Competitive salary with performance-based bonuses - your success is our success!
Comprehensive benefits package, including health, dental, and vision insurance, as well as retirement plans and paid time off.
Opportunities for professional growth and development, with access to ongoing training.
Join a vibrant and inclusive team culture where your ideas are valued, and your voice is heard. You can join one of our Employee Resource Groups where our diversity is celebrated.
Job Overview
Responsible for processing customer transactions, completing customer initiated account maintenance and all other tasks associated with customer requests. Originate new deposit accounts and consumer loans. Responsible for initiating, enhancing and maintaining customer relationships by providing Exceptional Service and Sensible Advice. Able to probe for information regarding customer's needs and provide effective solutions. Maintain a well-developed working knowledge of bank products and services, taking responsibility to keep up-to-date on changes.
Universal Bankers generally have one year of banking experience or professional sales experience in a service-oriented environment.
Duties
Be the face of Horizon Bank delivering unparalleled service and building lasting relationships with our valued clients.
Serve as a trusted advisor, understanding each customer's unique financial needs and tailoring solutions to help them achieve their goals.
Dive into the world of banking transactions, confidently handling everything from deposits and withdrawals to loan applications and account openings.
Embrace your inner marketer, promoting our suite of products and services with enthusiasm and creativity to drive customer engagement and satisfaction.
Stay ahead of the curve by continuously expanding your knowledge of banking products, services, and industry trends.
Collaborate with a team of like-minded professionals to exceed branch goals and deliver exceptional results.
Qualifications & Skills
High school diploma or equivalent required; additional education or certifications a plus.
1+ years of experience in banking, payment processing, or professional sales preferred.
Strong sales initiative and the ability to develop lasting customer relationships.
A magnetic personality and a genuine passion for helping others succeed.
Excellent communication skills, both verbal and written, with the ability to captivate and inspire.
A knack for problem-solving and the ability to think on your feet in a fast-paced environment.
Proficiency in basic mathematical computations and computer literacy.
Ability to follow detailed instructions and procedures with sound judgment.
Flexibility to work Saturdays because we Go Beyond
Core Competencies
Consultative Sales
Product Knowledge
Effective Questioning
Prospecting and Referring
Relationship Building
Results Focused
Physical Requirements
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).
Physical Demand:
Percentage of Time:
Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.
90-100%
Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers.
Able to observe actions of others to ensure safety and security of the facility.
90-100%
Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone.
90-100%
Able to remain in upright stationary position at counter height of approximately 48" for long periods of time.
50-75%
Able to grasp, move and sort forms and papers.
90- 100%
Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers.
75-100%
Occasionally position self to reach heights between floor and 6'.
Must be able to lift up to 50 pounds at a time.
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
#LI-DNI
$31k-36k yearly est. 1d ago
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Personal Banker - Paulding - Paulding, OH
Wesbanco Bank Inc. 4.3
Personal banker job in Paulding, OH
Back PersonalBanker - Paulding #11-8695 Paulding, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Paulding banking center.
Market Defiance Work Hours per Week 40 Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.
Job Description
SUMMARY:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. PersonalBankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The PersonalBanker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The PersonalBanker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs inperson and via phone. The PersonalBanker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The PersonalBanker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the PersonalBanker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
ESSENTIAL FUNCTIONS:
Excellent Customer Service
Business development (inside and outside)
Relationship building
Cross-selling of Bank's products and services
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other duties may be assigned.
OTHER SKILLS AND REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Customer Experience All Locations Paulding, Ohio, United States
$30k-36k yearly est. 3d ago
Financial Representative
Western & Southern Financial Group 4.8
Personal banker job in Fort Wayne, IN
Organization : NameFORT WAYNE INDefault: Location : CityFORT WAYNEOverview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner.
The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc.
, in a timely manner.
Operate an automobile during both day and night hours.
Qualifications High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.
e.
, Series 6 & 63, CPA, etc.
) Obtain and hold State Life and Health license prior to hire.
Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands Access to an automobile and ability to maintain a valid driver's license.
$51k-89k yearly est. 10d ago
Personal Banker - Scott Rd.
Star Financial Bank 3.7
Personal banker job in Fort Wayne, IN
STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.
STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.
The PersonalBanker position is included in a workplace model that does not allow remote work.
As a PersonalBanker, essential responsibilities include:
Process and validate a variety of financial transactions, including accepting and dispensing cash, cashing checks and other instruments, and maintaining accurate records of same.
Communicate with customers and potential customers to gather information for the evaluation of needs and recommending STAR's products and services to fit those needs.
Accept loan, credit card, and other payments.
Accurately balance and maintain cash drawer.
Provide superior customer service.
Initiate new accounts.
Evaluate and respond timely to customer issues, through direct personal action or referral to proper source.
Provide customers with account-based information and assist with other services.
Maintain and update knowledge relating to bank products, services and procedures.
Adhere to and apply all operational policies and procedures.
Complete annual compliance training.
Skills Needed
Ability to identify and recommend customer solutions.
Ability to provide superior customer service.
Strong attention to detail with accuracy in processing.
Strong organizational skills.
Strong oral and written communication skills.
Strong critical thinking and problem-solving skills.
Ability to perform required duties and to keep current on product and service offerings.
Ability to align with STAR's Core Values and Brand Behaviors.
Proficiency in computer skills, including Windows-based systems.
Selected candidates are intended to become a PersonalBanker II after 90 days of employment and must complete all certification requirements.
Schedule Needs
The PersonalBanker role requires approximately 38.5 hours per week, scheduled between 8:30am and 5:15pm, Monday through Friday, with a rotating Saturday shift from 8:45am to 12:15pm. On weeks you're scheduled to work Saturday, you'll receive a shortened workday that week.
Travel Expectations
Assignments or training sessions may be held at various locations, such as Marion, Fishers, and Fort Wayne.
In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including,
Affordable Medical/ Vision/ Dental Coverage
•
Flexible Dependent Care Account
•
Health Savings Account (with employer contributions)
•
Prescription Drug Plan
•
Employee Wellness Initiatives (physical/mental/financial)
•
Health Management Reimbursement
Program
• Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 10 1/2 holidays.
** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.
$31k-37k yearly est. 8d ago
Personal Banker
PNC 4.1
Personal banker job in Warsaw, IN
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a PersonalBanker within PNC's Retail Branch organization, you will be based in Warsaw, IN at the Warsaw Central branch.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Job DescriptionFinance & Restructuring Associate Attorney - Corporate Finance (3-6 Years)
Direct Counsel is seeking a Finance & Restructuring Associate Attorney to join a nationally recognized law firm with openings in multiple major markets, including Chicago, Dallas, Denver, Des Moines, Florham Park, Fort Wayne, Indianapolis, Los Angeles, Minneapolis, New York City, Philadelphia, Princeton, San Francisco, and Washington, D.C.
About the Role
The position sits within the firm's Finance & Restructuring practice and is ideal for attorneys with three to six years of corporate finance experience. Candidates should have experience working with financial institutions, private credit lenders, or borrowers in finance transactions.
Key Experience Sought
Loan originations and real estate financings
Drafting loan agreements, security documents, intercreditor agreements, and related documents
Advising on covenant compliance
Leading due diligence teams
Coordinating with specialists
Managing transactions with minimal supervision
Candidate Profile
3-6 years of relevant law firm experience
Strong drafting and transactional skills
Excellent writing ability and academic credentials
Ability to balance multiple matters independently
Compensation & Structure
Anticipated salary range: $180,000 - $315,000, depending on location and experience
Hybrid work model: three days in office per week
Comprehensive benefits, including bonuses, insurance, and 401(k)
This opportunity offers exposure to sophisticated finance and restructuring work for financial institutions, private companies, and private credit clients.
$37k-69k yearly est. 18d ago
Personal Banker I Float
Farmers & Merchants Bancorp 4.4
Personal banker job in Auburn, IN
At F&M, our personalbankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a qualified personalbanker to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community.
This position is the "Customer Ambassador" for the bank with the overall purpose of providing exceptional service to our customers via multiple channels but primarily face-to-face interaction with the bank. The ideal candidate will be passionate about empowering customers to meet their financial goals and have a thorough understanding of the customer's transaction requirements. Excellent communication is a critical trait necessary to educate customers and refer appropriate products and services matching their needs.
In this position those at a level 1, will open deposit accounts and complete the processing of regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient and accurate manner. Provides personalized banking services to financial institution customers by performing the following duties. They will educate customers about the Banks' sales and service delivery options and refer the appropriate products and services matching the customer needs. This position will also effectively refer customers to the appropriate source or channel to address their need. Bankers fulfilling a level 1 role would have baseline banker knowledge.
OBJECTIVES OF THIS ROLE:
* Have an excellent and thorough understanding of the bank products/services and the customer's current relationship, offer information on bank products and services that can benefit the customer and enhance their banking relationship. (Listen to the customer's needs and match those needs to the bank's products and services resulting in referrals.)
* Evaluate needs of potential customers and offer appropriate financial products and services while utilizing BN Control.
* Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay.
* Accounts include all deposit products including: Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions, and contributions.
* Refer and schedule appointments with Home Loan Originators and educate customers on various home loan products.
* Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity.
* Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations.
* Promote and cross-sell Bank products and services as appropriate to customer needs, including FM Investments.
* Generate new business to assist in meeting profitability goals of the office, and production goals set by retail leadership.
* Answer telephone calls, take messages, provide information and direct calls to appropriate staff as necessary.
* Greet bank visitors, provide information, and direct them to appropriate staff as necessary.
RESPONSIBILITIES:
* May also fulfill those responsibility outlined in Teller Job Description
* Identify customer needs, provide information on new products and services, and refer customers to branch representatives.
* Meet and exceed partner referrals and sale production goals as set by retail leadership.
* Open requested accounts in adherence to bank guidelines
* Track, record, report, and store transactional information and special requests
* Provide a high level of customer service, providing answers and assistance with a smile
* Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position.
Requirements
QUALIFICATIONS:
* High school diploma, and/or 3-5 years of retail banking experience.
* Basic math and computer skills
* Working knowledge of banking/financial products and services
* Cash-handling experience
* Excellent communication, customer service, and time-management skills
* Ability to pass a background check
* Strong dedication to accuracy and efficiency
ADDITIONAL REQUIREMENTS: Certificates and Licenses
* Valid Driver's License
* PersonalBanker Certificate
* Notary Public Commission
This position is scheduled to work Monday - Saturday, generally with a day off and / or occasional extended hours as needed to accommodate the flow of business. An employee may be asked to report to another location to fulfill staffing needs.
Non-Exempt/Hourly Competencies:
* Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current.
* Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.
* Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times. Employee may be asked to report to other locations to assist with staffing gaps.
$32k-38k yearly est. 60d+ ago
Relationship Banker - Fort Wayne, IN
Msccn
Personal banker job in Fort Wayne, IN
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. All positions are onsite, unless otherwise stated.
Job Description:
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 a Relationship Bankerin a Chase Branch, 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job Responsibilities:
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both inperson and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required Qualifications, Capabilities, and Skills:
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both inperson and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred Qualifications, Capabilities, and Skills:
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act:
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.
$33k-44k yearly est. 9d ago
Relationship Banker - White Swan - Fort Wayne, IN
JPMC
Personal banker job in Fort Wayne, IN
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Bankerin Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both inperson and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both inperson and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$33k-44k yearly est. Auto-Apply 60d+ ago
Personal Banker
Keybank 4.4
Personal banker job in Angola, IN
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. PersonalBankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both inperson and through proactive calling efforts. As part of the branch team, the PersonalBanker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The PersonalBanker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma , GED or equivalent business experience (required) or
Bachelor's Degree (preferred)
Work Experience
Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
Notary License (preferred)
Skills
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Strong work ethic and high level of integrity.
Excellent time management skills.
Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
Understanding and managing risks associated with banking operations and client transactions.
Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
Accurate and efficient handling of cash transactions.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 04/10/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$20.7-31.3 hourly Auto-Apply 3d ago
Personal Banker I Float
F&M Bank 4.1
Personal banker job in Auburn, IN
At F&M, our personalbankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a qualified personalbanker to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community.
This position is the “Customer Ambassador” for the bank with the overall purpose of providing exceptional service to our customers via multiple channels but primarily face-to-face interaction with the bank. The ideal candidate will be passionate about empowering customers to meet their financial goals and have a thorough understanding of the customer's transaction requirements. Excellent communication is a critical trait necessary to educate customers and refer appropriate products and services matching their needs.
In this position those at a level 1, will open deposit accounts and complete the processing of regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient and accurate manner. Provides personalized banking services to financial institution customers by performing the following duties. They will educate customers about the Banks' sales and service delivery options and refer the appropriate products and services matching the customer needs. This position will also effectively refer customers to the appropriate source or channel to address their need. Bankers fulfilling a level 1 role would have baseline banker knowledge.
OBJECTIVES OF THIS ROLE:
Have an excellent and thorough understanding of the bank products/services and the customer's current relationship, offer information on bank products and services that can benefit the customer and enhance their banking relationship. (Listen to the customer's needs and match those needs to the bank's products and services resulting in referrals.)
Evaluate needs of potential customers and offer appropriate financial products and services while utilizing BN Control.
Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay.
Accounts include all deposit products including: Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions, and contributions.
Refer and schedule appointments with Home Loan Originators and educate customers on various home loan products.
Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity.
Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations.
Promote and cross-sell Bank products and services as appropriate to customer needs, including FM Investments.
Generate new business to assist in meeting profitability goals of the office, and production goals set by retail leadership.
Answer telephone calls, take messages, provide information and direct calls to appropriate staff as necessary.
Greet bank visitors, provide information, and direct them to appropriate staff as necessary.
RESPONSIBILITIES:
May also fulfill those responsibility outlined in Teller Job Description
Identify customer needs, provide information on new products and services, and refer customers to branch representatives.
Meet and exceed partner referrals and sale production goals as set by retail leadership.
Open requested accounts in adherence to bank guidelines
Track, record, report, and store transactional information and special requests
Provide a high level of customer service, providing answers and assistance with a smile
Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position.
Requirements
QUALIFICATIONS:
High school diploma, and/or 3-5 years of retail banking experience.
Basic math and computer skills
Working knowledge of banking/financial products and services
Cash-handling experience
Excellent communication, customer service, and time-management skills
Ability to pass a background check
Strong dedication to accuracy and efficiency
ADDITIONAL REQUIREMENTS: Certificates and Licenses
Valid Driver's License
PersonalBanker Certificate
Notary Public Commission
** This position is scheduled to work Monday - Saturday, generally with a day off and / or occasional extended hours as needed to accommodate the flow of business. An employee may be asked to report to another location to fulfill staffing needs.
Non-Exempt/Hourly Competencies:
Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current.
Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.
Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times. Employee may be asked to report to other locations to assist with staffing gaps.
$32k-38k yearly est. 60d+ ago
Part Time (20 Hours) Associate Banker, White Swan Branch, Fort Wayne, IN
Jpmorgan Chase & Co 4.8
Personal banker job in Fort Wayne, IN
JobID: 210685109 JobSchedule: Part time JobShift: Variable : 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.
$26k-31k yearly est. Auto-Apply 60d+ ago
Financial Services Representative (Overstaff)
Worldacceptance
Personal banker job in Fort Wayne, IN
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $18
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
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.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
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.
$15-18 hourly Auto-Apply 10d ago
Universal Banker
Greenway Bank 3.7
Personal banker job in Fort Wayne, IN
Job DescriptionGreenWay Bank is seeking a professional and friendly Universal Banker! In this role, you will serve as a key frontline representative at our downtown Fort Wayne, Indiana location, providing an exceptional customer experience and performing financial transactions for individual and business clients. You'll play a crucial role for the bank in fostering positive customer relationships and growing our connection with customers by offering additional products and services. Day to day, you'll assist customers with deposits, withdrawals, account inquiries, account opening, and other banking services while ensuring adherence to bank policies and procedures.
This role offers the opportunity to join a dynamic and growing team, and a competitive benefits package. GreenWay Bank is a community bank with offices inFort Wayne, Indiana, and Van Wert, Ohio. We're locally owned, locally operated, and locally focused. We invest in our communities, and we'd like to invest in you! Come grow with us -- apply today!
ESSENTIAL RESPONSIBILITIES & DUTIES:
Greet customers warmly and courteously and run daily transactions such as deposits, withdrawals, cashier checks, wire requests, loan payments, and daily night drop transactions.
Proactively identify the product and service needs of our customers and inform them of account issues such as deficiencies and disputed transactions and offer options to resolve.
Accurately and efficiently open accounts for new and existing customers and prepare new account paperwork, business solutions applications.
Address customer inquiries, concerns, or complaints promptly and professionally. Escalate complex issues to appropriate personnel for resolution while maintaining a positive customer experience.
Assist in the accessing, counting and auditing of the vault and ATM.
Daily general ledger balancing of the branch.
Complete all required transactions, forms, and documentation accurately and in a timely manner.
Maintain security procedures for the branch and adhere to established processes and procedures and regulatory requirements in all duties performed. Ensure compliance with confidentiality fraud prevention measures.
Act as the inbound and outbound call center for the business team and retail team ensuring proper identification protocols are met.
Identify the needs of new and existing customers and offer appropriate services currently available.
Provide additional information to customers regarding promotions.
Assist in community awareness events to increase bank outreach and foster new business opportunities when interacting with prospects or current clients.
Answer questions and customer concerns regarding all banking solutions.
Ensure we are serving all clients with a high level of customer care.
Collaborate with other bank staff to meet customer needs and achieve bank goals, assisting with tasks and projects as needed.
Stay informed about bank products, services, and procedures through ongoing training and development opportunities.
Perform other duties and responsibilities as may be assigned.
QUALIFICATIONS
High School Diploma or equivalent required.
A professional certificate or college degree in accounting, finance or business is preferred.
Previous cash handling and customer service experience required, previous banking experience preferred.
Excellent verbal and written communication skills.
Strong interpersonal skills with the ability to interact professionally and tactfully with external and internal customers and partners.
Ability to use time and resources efficiently to accomplish tasks.
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements.
Efficient personal organization skills and the ability to prioritize multiple tasks.
Proficient in basic math skills
Meticulous and thorough attention to detail in cash handling and transaction processing; ability to effectively analyze problems and identify solutions.
Proactive with willingness to take initiative to assist the team in growing and expanding the bank's footprint in the assigned community market.
PHYSICAL REQUIREMENTS
Prolonged periods of sitting at a desk and working on a computer
Frequent standing
Occasional bending
Must be able to lift up to 20 pounds occasionally
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$31k-38k yearly est. 21d ago
Consumer Banker III (North Manchester)
First Financial Bank 4.2
Personal banker job in North Manchester, IN
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.
Essential Functions/Responsibilities
* Perform necessary functions necessary to open accounts, perform maintenance.
* Run a Teller drawer as deemed necessary by management
* Support client engagement through active calling, client conversations, and follow up.
* Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:
* Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related
* Ensure client follow up calls are conducted in the proper time frame.
* Maintain all operational and risk management standards
* Other duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email.
* Model the way for peers and coworkers aligned with First Financials Mission and Values.
* The CB is responsible for adherence to all compliance and regulatory procedures.
* Partner with the District Specialists to execute against retail strategies and objectives to attract, retain and grow core client relationships, fulfill client's financial needs and provide a fIRST Class
* Client Experience.
* Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
* Participate and lead in the First Financial Bank Experience by being active in site center huddles and meetings to support sales and service activities.
* Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business in an effort to assist clients meet their dedicated financial needs.
* Provide digital assistance and service for clients establishing or in need of support in utilizing the bank's online offering.
* Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex.
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
* 3-4 years client service experience in a retail environment.
* 3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment.
* High school diploma or general education degree (GED) is required.
* May obtain notary authorization
* Possesses a strong level of bank product knowledge and solid sales skills.
Preferred Knowledge and Skills
* Associate's or Bachelor's degree is preferred and/or an equivalent combination of education and work experience in sales preferred.
Level of Complexity and Scope
* Ability to serve a wide variety of client needs according to bank policy and procedures.
* Ability to lead teams as needed.
Degree of Independence and Decision-Making
* Works with limited supervision.
* Follows established guidelines.
* Applies guidelines with proficiency.
* Collaborates with senior role or Supervisor.
* Uses subject-matter expertise to advise others.
Required Supervisory Responsibilities
* Supports the management needs for the FCM
Physical Requirements
* Occasionally lifts and carries up to 50 lbs.
* Frequently lifts and carries up to 10 lbs.
* Frequently sits, stands, walks and drives
Compliance Statement
* The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
* Client Conversation Workshop
* Transaction Processing & Regulatory Understanding
* Consumer Banking Certification: Business Management Tool
* Consumer Deposit Certification: Regulatory, Risk, Legal & Fraud
* Consumer Lending Certification: Loan Application and Communication
* Consumer Lending Certification: Regulatory, Risk, Legal & Fraud
* Consumer Deposit Certification: Estates, Trusts & Power of Attorneys
* Consumer Lending Certification: Understanding Credit Reporting, DTI, T-Chart
* Consumer Lending Certification: Understanding Underwriting & Processing
* Consumer Lending Certification: Understanding Tax Returns, Financial Statements & Schedules
Pay Range
$19.47- $22.12/hour
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
$19.5-22.1 hourly Auto-Apply 44d ago
Personal Banker
PNC Bank 4.4
Personal banker job in Warsaw, IN
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a PersonalBanker within PNC's Retail Branch organization, you will be based in Warsaw, IN at the Warsaw branch.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$31k-38k yearly est. Auto-Apply 58d ago
Wealth Management- Affluent Banker
Us Bank 4.6
Personal banker job in Van Wert, OH
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
The Wealth Management Bankerin the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
* Bachelor's degree, or equivalent work experience
* Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
* Series 6-63 or Series 7-63 licenses
Preferred Skills/Experience
* Strong relationship management, sales, and business development skills
* Moderate understanding of Wealth products and offerings
* Strong competency in Financial Planning
* Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
* Well-developed analytical and problem-solving skills
* Ability to make critical decisions independently
* Effective writing, speaking and presentation skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$81.6k-96k yearly 1d ago
Universal Banker
Sb Financial Group, Inc. 4.0
Personal banker job in Defiance, OH
State Bank, a growing community bank, has an exciting employment opportunity in our Defiance Offices! We are looking for a Full Time Universal Banker to join our dynamic team of sales and service professionals.
We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more!
In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve.
Apply Today!
Equal Opportunity Employer
$32k-37k yearly est. Auto-Apply 60d+ ago
Personal Banker
The Bippus State Bank 3.8
Personal banker job in Roanoke, IN
Job DescriptionDescription:
At Bippus State Bank, we've proudly served the Roanoke community for decades-building relationships rooted in integrity, care, and local commitment. As a PersonalBanker, you'll be joining a team that's deeply woven into the fabric of this well-established market, where our customers aren't just account holders-they're neighbors, friends, and partners.
This role is ideal for someone who thrives on connection, takes pride in delivering personalized financial solutions, and wants to make a meaningful impact in the lives of others. If you're ready to be part of a trusted institution with a strong reputation and a heart for community, we'd love to welcome you aboard.
Primary Duties and Responsibilities:
· Inperson and remote new deposit account openings
· Account and customer maintenance and changes
· Assist customers in completing service requests remotely
· Online banking assistance and troubleshooting
· Answer and direct incoming phone calls
· Establish a rapport with clients
· Understand, promote, and advise on the bank's products, services, and electronic delivery channels
· Resolve customer problems confidently
· Convert service and problem resolution to sales opportunities to deepen customer relationship
· Maintain a professional manner and appearance
· Teller transactions - periodically
· Assist other departments as necessary
Hours:
Full Time: 40 hours/ week
Monday - Friday 8:15 AM - 5:00 PM
Saturday (rotating one on/two off) 8:15 AM - 12:00 PM
Requirements:
· High school or equivalent (required)
· Banking experience (required)
· Customer service oriented
· Technology proficiency
· Attention to detail
· Ability to work well with others in a team environment
$32k-40k yearly est. 5d ago
Mortgage Banker
First Merchants Bank 4.5
Personal banker job in Fort Wayne, IN
Job Description
First Merchants Bank is seeking a Mortgage Banker to join our team! This position will be responsible for handling prospective customer and existing client mortgage needs. This would include initial consultation, gathering and review of financial information and inputting file into our Mortgage Loan Origination System. The Mortgage Banker will be responsible for discussing client's needs, recommending the best loan products, helping customers put together a complete loan package and working with the underwriting team throughout the loan process. Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization.
As part of this role you will:
Use referral sources to develop mortgage loan business.
Build and maintain business relationships within the community.
Provide excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting.
Market to and prospect for new referral sources (Realtors, Builders, COI).
Develop new and expand internal and external referral sources to grow business.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
A minimum of two (2) years of experience self-sourcing leads in a financial services environment.
Ability to transport self to various locations within assigned region.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
How much does a personal banker earn in Fort Wayne, IN?
The average personal banker in Fort Wayne, IN earns between $28,000 and $47,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Fort Wayne, IN
$37,000
What are the biggest employers of Personal Bankers in Fort Wayne, IN?
The biggest employers of Personal Bankers in Fort Wayne, IN are: