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  • Business Center Universal Banker

    Horizon Bank 4.5company rating

    Personal banker job in Grand Rapids, MI

    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 Principal Accountabilities Represent the Bank to the customer in a courteous, professional manner in face-to-face and telephone communications. Provide timely, efficient, and accurate service in processing transactions in accordance with all regulations, policies and procedures. Maintain a well-developed working knowledge of bank processes, products and services, as well as banking regulations including Bank Secrecy Act (BSA). Develop and enhance customer relationships to identify cross selling and referral opportunities. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities in which we serve through support of local organizations and events. Duties Process customer transactions, customer initiated account maintenance, and all other tasks associated with customer requests. Report suspicious transactions or unusual occurrences to supervisor. Train on vault responsibilities for management of cash inventories Efficiently gather customer information, identify financial needs, and educate customer on products and services. Recommend products based on the customer's needs. Originate new deposit accounts including checking, savings, ATM/Debit Cards, money market, CDs, IRAs and commercial accounts. Originate and provide advice on consumer loan products including personal loans, installment loans, home equity loans and lines of credit. Originate business deposit accounts, associated services and refer additional products and service to Treasury Management or Business Banker. Process basic life events including distribution of customers' estates to beneficiaries from any deposit account. Recommend referrals to trust department when appropriate.Educate customers on digital banking services and encourage electronic banking and e-statement adoption. Develop long-standing relationships with customers by providing Exceptional Service and Sensible Advice through knowledge of bank products and services such as business, commercial and mortgage lending as well as trust services. Participate in all office marketing and sales projects and promotions. Partner with branch advisors to uncover customer needs and cross-sell opportunities. Effectively use risk management tools to mitigate risk and minimize exposure to loss. Report unusual activity following established procedures. Maintain established controls such as identification procedures, check holds, and all other pertinent verification necessary to transact business. Promptly address customer questions and concerns through investigation. Report to management to formulate corrective action. Conduct and document periodic risk reviews and run reports as needed. Perform all work in compliance with established regulations, policies, and established procedures. Maintain customer privacy and protect bank operations by keeping information private and confidential. Participate in ongoing skill, sales training, compliance, risk management and security training as required for the position and apply knowledge in daily tasks. Other duties as assigned. Qualifications & Skills High school diploma or equivalent. 1+ years of experience as a Bank Teller or the equivalent combination of banking, payment processing and professional sales experience in a service-oriented environment preferred. Must successfully complete consumer lending training and consistently demonstrate the required level of mastery of the lending products and processes. Strong sales initiative and ability to develop ongoing customer relationships. Present a professional image and communicate effectively with the public, co-workers, management, customers and others in a courteous, positive and professional manner. Ability to read, process, understand and apply written training material content to daily activity. Ability to follow detailed instructions and a wide range of procedures requiring sound judgment. Ability to perform basic mathematical computations using various business machines and/or computers. Must have proficient typing and computer skills. 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
    $30k-34k yearly est. 3d ago
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  • US Private Bank- Private Banker- 2026 ReEntry Program 2026

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Grand Rapids, MI

    JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $32k-70k yearly est. Auto-Apply 46d ago
  • Resume Bank - For Future Opportunities

    Eikenhout

    Personal banker job in Grand Rapids, MI

    Thank you for your interest in working with Eikenhout! We offer rewarding employment opportunities for talented individuals in the areas of material handling, delivery, finance, human resources, safety, inventory control and management. All of our jobs are in-person and we have locations in Grand Rapids, Saginaw, Traverse City, Mt Pleasant, Holland, Lansing, Petoskey, Kalamazoo, Muskegon & Gaylord. If you are interested in submitting your resume for any of these departments, please submit your resume and cover letter to this posting by clicking on "Apply for This Job". If there is a current posting that you are interested in, please submit your resume on that post instead of this one!
    $29k-58k yearly est. 60d+ ago
  • Private Client Banker- Forest Hills Cascade - Grand Rapids, MI

    JPMC

    Personal banker job in Grand Rapids, MI

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $29k-58k yearly est. Auto-Apply 60d+ ago
  • NHBP Tribal Citizen Resume Bank

    Nottawaseppi Huron Band of The Potawatomi 3.6company rating

    Personal banker job in Grand Rapids, MI

    The NHBP Tribal Government is committed to employing NHBP Tribal Members whenever possible. This commitment is an essential part of sustaining the integrity of our Nation as a self-governing sovereign entity. The NHBP Citizen Resume Bank was created to support this goal by establishing a centralized skills bank that helps Human Resources match Tribal Members with opportunities across the Tribal Government. While submitting a resume does not guarantee selection or immediate placement, it does allow Human Resources to better understand the education, skills, experience, and career interests that exist within our Membership. This process enhances our ability to make informed recruitment decisions and strengthens our efforts to prioritize NHBP Tribal Member employment in accordance with our Tribal Code and Selection Policy. The Resume Bank also supports key objectives of the NHBP Strategic Plan by promoting workforce development, expanding internal mobility, and strengthening pathways to Tribal Member employment. By gaining greater insight into the strengths and aspirations of our Tribal citizens, Human Resources can more intentionally align talent with long-term organizational goals. As part of this initiative, Human Resources may work directly with candidates to identify any skill or experience gaps that could impact eligibility for certain roles. Through targeted support and guidance, we aim to promote workforce development, support internal mobility, and help Tribal Members prepare for future opportunities. In doing so, we continue building a workforce that reflects the values, strengths, and long-term vision of the NHBP Community.
    $27k-42k yearly est. 57d ago
  • Small Business Banker

    Union Bancshares of Benton Inc. 4.1company rating

    Personal banker job in Grand Rapids, MI

    Essential Skills Union Bank Small Business Banker is responsible for providing comprehensive financial solutions to small businesses while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing centers of influence and appropriate referral sources. Essential Skills Ability to handle escalated problems and issues, medium to complex in nature. Strong knowledge of Commercial Lending and SBA Loan Programs. Comply with all department and Bank policies, procedures and regulations. Provide exceptional Customer Service at all levels. Essential Functions Relationship Management: The Small Business Banker is responsible for driving net customer growth through the overall attraction, expansion, retention including servicing of small business relationships. This role will support multiple financial centers in a defined geographic territory by focusing on their portfolio and business customers. This includes calling on small business customers with up to approximately $2 million in annual revenues with lending needs up to 100K-250K. Serve as a trusted advisor, building and deepening relationships with a dedicated portfolio of small business clients, becoming their primary point of contact. Business Development: Proactively find new clients through networking, direct outreach, and developing referral sources. Financial Solutions: Offer and advise on a range of products like business loans, lines of credit, payment processing, treasury management, and digital tools. Sales & Growth: Identify opportunities to expand services (share of wallet) and meet sales targets, working with other bank departments. Credit Analysis: Analyze client financials and business needs to structure appropriate lending solutions, often involving risk assessment. Customer Service: Handle service requests, resolve complex issues, and ensure a positive branded customer experience, even guiding clients to digital tools. Market Expertise: Stay informed on market trends, local economies, and competitor offerings to better advise clients. Working Conditions of the Job Business Calling 60% - Office/At work Station 40% Travel Required No hazards. No unusual or physical exertion required. Job Qualifications Bachelor's Degree in Finance, Business, or related field. or 4 years of relevant experience. 3-5 years in banking, finance, or sales. Sales strongly preferred. Strong understanding of financial products, credit, and analysis Excellent interpersonal, communication, and problem-solving skills. EEO Statement Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated. This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
    $31k-56k yearly est. 30d ago
  • Teller/Universal Banker

    Southern Michigan Bank & Trust 4.1company rating

    Personal banker job in Portage, MI

    Full-time Description Performs a variety of duties to provide customer service by explaining and processing financial services, and correct records by performing the following duties. All other duties and responsibilities as assigned. ESSENTIAL DUTIES, RESPONSIBILITIES, SKILLS: • Build and maintain customer relations by providing high quality service • Assist customer from start to finish acting as a full relationship manager • Interview customers to obtain information and proactively sell all bank products and services, including but not limited to Checking, Savings, Individual Retirement Accounts, Certificates of Deposits and Savings Bonds • Open new accounts using needs-based techniques • Discuss, sell, complete application and close consumer loans • Discuss, sell, and refer electronic services, Wealth Management and Commercial/Mortgage loan services • Solve branch operations matters • Understand and support marketing initiatives • Clean and organize branch/work area • Service, audit, and balance drawers, vault, TCRs, PTM, coin machines and other branch technology within established guidelines • Prepare, verify, and order incoming and outgoing cash shipments • Prepare and sign cashier's checks, loan checks, and wires within assigned limits • Open, close and lead the branch during absence of management • Close accounts when necessary •Discuss and process overrides for lesser experienced tellers •Mentor/train incoming Tellers/Universal Bankers SUPERVISORY RESPONSIBILITIES: None QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and maintain confidentiality and professionalism. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: •High School Diploma or general education degree (GED); and one to three weeks training and at least one-year equivalent combination of education and experience. •Customer service, cash handling and banking experience preferred. •Attentiveness to detail. •Basic computer skills including Microsoft Word and Excel. •General math skills. •Jack Henry suite of programs including Xperience and Synapsys. •TCR, PTM, and coin machine knowledge. INTERPERSONAL SKILLS: This position is required to deal with internal as well as external customers, in a positive, “Quality Customer Service” manner. An open, willing to assist approach to work is expected along with the ability to work beyond their normal job duties as the situation requires. Interpersonal and problem-solving skills are required. This position will have access to highly confidential information that must be handled in a professional manner. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance, color vision, depth perception and ability to adjust focus. REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. WORK ENVIRONMENT: The noise level in the work environment is usually moderate/conversational.
    $30k-34k yearly est. 36d ago
  • Financial Services Representative - State Farm Agent Team Member

    Ben Vanbiesbrouck-State Farm Agent

    Personal banker job in Spring Lake, MI

    Do you have aspirations to run your own business? If so, you may want to consider working in the office of Ben Vanbiesbrouck - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Salary plus commission/bonus Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health and bank products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process
    $26k-42k yearly est. 3d ago
  • Student Financial Services Representative

    Kalamazoo Valley Community College 4.3company rating

    Personal banker job in Kalamazoo, MI

    Are you an administrative support professional who wants to join a team that plays a critical role in serving the greater Kalamazoo community? Would you like to work with students in helping them attain their educational dreams? If so, Kalamazoo Valley Community College may have a great opportunity for you. About Us Kalamazoo Valley Community College is a comprehensive, fully accredited, public, two-year college in Kalamazoo, Michigan. We offer associate degrees in more than 60 areas of study and 50 certificate programs. Kalamazoo Valley Community College creates innovative and equitable opportunities that empower all to learn, grow, and thrive. About the Opportunity Kalamazoo Valley Community College is seeking a full-time Student Financial Services Representative. The individual in this position will seek to create a collaborative partnership between students and financial aid staff. The aim is to ensure that students feel welcomed to ask their financial aid questions and share their plans/concerns authentically, in an environment designed to be responsive and supportive. This position will support several aspects of the college's strategic plan, including providing holistic student support and the processing of VA Benefits. Characteristic Responsibilities and Duties * Answer financial aid phone calls and emails, see students at the counter, and process paperwork. * Assist financial aid applicants with the financial aid process and veterans with veteran benefit applications. * Notify student financial aid applicants of information needed to complete financial aid files. * Assist aid recipients with program requirements and process VA benefit paperwork/applications, as needed. * Track, update, and maintain student financial aid and VA benefit files within the financial aid office. * Complete special and ongoing projects/tasks/responsibilities (such as work-study placement and monitoring, assist with America Reads position development, review student holds, complete housing/enrollment verification paperwork, and assist with Pell reconciliation). * Enter data into assigned computer systems (Banner, Salesforce, VA OneSource, NSLDS, etc). * Type standard forms, letters, and other mailings. * Taking payments for student accounts, helping students set up payment plans, and help students set up refund options. * Occasional outreach events and Tuesday Nights until 7pm. Minimum Qualifications: Appropriate education, training, experience and talents are required. An example of this would be an Associate degree in an appropriate field and the equivalent of two years of general office work. Preferred Qualifications and Experience: Physical Demands: Work Hours: Core Business Hours: Monday-Friday 8:00 am - 5:00 pm; Tuesdays 10:00 am - 7:00 pm on rotational basis. Posting Date 01/14/2026 Closing Date: Special Instructions to Applicants: Please apply online at jobs.kvcc.edu. This position will remain posted until filled, however, priority consideration will be given to applications received by January 28, 2026. EEO Statement As an employer, Kalamazoo Valley encourages, welcomes, and fosters differences because we believe that diversity makes us great. It is the policy of Kalamazoo Valley Community College not to discriminate on the basis of race (including traits associated with race such as hair texture and protective hairstyles), religion, color, national origin/ethnicity, sex, sexual orientation, gender identity, gender expression, pregnancy, disability, genetic information, age, height, weight, familial status, veteran status, marital status, citizenship, or any other status or characteristic protected by law, in its programs, services, employment or activities. All qualified applicants will be given equal opportunity and consideration for employment; please consider joining us as we empower all to learn, grow and thrive. Prior to a job offer, candidates will be required to complete a criminal record background check. For some positions, a credit history investigation will also be required. Information gathered will be used for job-related purposes to the extent permitted by applicable law and will not result in an automatic disqualification from an employment opportunity.
    $21k-25k yearly est. 2d ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Personal banker job in Grand Rapids, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $17 hourly Auto-Apply 60d+ ago
  • Financial Services Specialist

    Grand Rapids Public Schools 3.2company rating

    Personal banker job in Grand Rapids, MI

    To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the , but which may be reasonably considered to be incidental in the performing of their duties just as though they were written out in this job description. GRPS MISSION: Our mission is to ensure that all scholars are educated, self-directed and productive members of society. Department: Financial Services Unit: Professional and Administrative Exempt Wage: Compensation range listed is based on an average 1-15 years of experience, as determined by Human Resources. Direct Supervisor: Director of Budget & Accounting JOB SUMMARY The Financial Services Specialist is a member of the Business Division and works with other team members to provide timely and accurate financial budgeting, accounting, and reporting for the district. The position provides quality services in an efficient, timely and professional manner to a variety of internal and external customers. ESSENTIAL JOB FUNCTIONS Essential functions under the Americans with Disabilities Act may include any of the following duties, knowledge, and skills. This list is illustrative only and is not a comprehensive listing of all functions and duties performed by employees in this position. Regular on time and in person attendance is an essential function of this job. Other essential functions may include, but are not limited to the following: * Initiate and coordinate the completion of monthly financial statements. Analyze monthly financial information and reports. Initiate, analyze and prepare reports to explain significant variances in anticipated balances. * Forecast budget revenues and expenditures and recommend budget revisions. Prepare budget projections, revisions, and adjustments in accordance with changes in program cost allocations, projections, and established procedures. Prepare and maintain budget and account work papers, adjustments, and other financial reports * Assist in development of salary schedules and cost analysis for contract changes and cost analysis for negotiation projections and budgeting. * Communicate financial information to senior management. Assist in understanding financial implications of options, situations, and decisions. Prepare detailed cost/benefit analysis for district programs, including new initiatives and programs. * Act as liaison to various control officers, providing financial information and direction. * Coordinate a comprehensive financial training program for control officers. Provide information and training to control officers. Assist control officers and program directors in the preparation of budget, expenditures, and fund transfers. * Initiate and coordinate the monitoring and analyzing of all budgets to ensure that expenditures do not exceed authorized levels. Ensure that financial records are accurate, and transactions are properly documented. * Monitor general ledger, staffing, board paid benefits, and other issues in accordance with budget allocations and established policies and procedures. * Promote fiscal responsibility within the district's operations. * Create and update internal audit plan. Test the operation of the design of existing financial controls and recommend modifications as needed. * Assist in the development of the annual budget projections for all sites, programs, and departments. * Assist in the preparation of annual financial statements and financial reports for the State of Michigan, including the Michigan Department of Education (MEGS+, Nexsys, CMS) and Center for Educational Performance and Information. * Compile and analyze year end work papers, adjustments, reconciliations, and other year-end activities. * Provide leadership and support to Accounts Receivable, Accounts Payable, and Financial Services Coordinators. * Coordinate the development and preparation of various internal and external reports, including reporting for granting agencies. * Maintain and cultivate a master inventory of our business procedures, practices, and processes. * Assist in the coordination of the implementation and on-going maintenance of the district system software in the financial, payroll, and human resources areas. Act as a liaison between the Business Office, Payroll, Management Information Systems and Human Resources. * Coordinate and review the preparation and timely issuance of billings to appropriate outside entities. * Coordinate the district's banking and investment needs. Preparation of a cash flow projection to anticipate borrowing needs and available funds for investments. Ensure sufficient funds are available to cover operations, debt repayment and capital investments needs. Maintain an efficient system of procedures that adequately control and protect district funds. Act as a liaison with the district's banking and investment institutions. * Consistently demonstrate dependable attendance and punctuality. * Other duties as assigned. QUALIFICATIONS Required Education and Experience: * Bachelor's degree in Business Administration with an emphasis in Accounting or Finance. * Minimum of 3 years' demonstrated experience in a finance role related to school finance. Knowledge, Skills, and Abilities: * Proven leadership ability and excellent communication skills. * Familiarity with federal and state restricted program grant principles/procedures for legal requirements, comparability guidelines, allowable costs, financial reporting, budgeting, grant management, indirect cost allocations, and reimbursement. * Demonstrated ability to perform budget forecasting and planning. * Demonstrated ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and government regulations. * Demonstrated ability to write reports, business correspondence, and procedures. * Demonstrated ability to define problems, collect data, establish, and analyze facts and draw valid conclusions. * Demonstrated ability to foster teamwork and provide training. * Proven ability to handle multiple projects concurrently and to prioritize responsibilities. * Proficiency in use of personal computers including spreadsheet software, database applications, and word processing software. * Ability to work comfortably in other business and scholar accounting technology platforms. * Proven ability to provide excellent customer service to a variety of customers. * Proven ability to work with confidential information. * Proven ability to make decisions and act independently. * Ability to work in a multi-cultural environment. * Excellent organizational and problem-solving skills. ADA REQUIREMENTS The physical demands, work environment factors, and mental functions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS While performing the duties of this job, the employee is required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, talk, hear (in a quiet or noisy environment). Specific vision abilities required by this job include close vision, distance vision, and ability to adjust/focus. WORK ENVIRONMENT The noise level in the work environment is usually moderate. MENTAL FUNCTIONS While performing the duties of this job, the employee is required to compare, analyze, communicate both orally and in writing, copy, coordinate, instruct, compute, synthesize, evaluate, use interpersonal skills, compile, and negotiate. Non-Discrimination The Grand Rapids Public Schools will not discriminate against any person based on race, sex, sexual orientation, gender, gender identity and expression, height, weight, color, religion, national origin, age, marital status, pregnancy, disability, veteran, or military status. Americans with Disabilities Act accommodations: Assistance with the application process may be requested through the Human Resources Department at ************** or ***********************.
    $22k-28k yearly est. 32d ago
  • Universal Banker

    Horizon Bank 4.5company rating

    Personal banker job in Portage, MI

    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
    $30k-34k yearly est. 3d ago
  • Private Client Banker - Downtown Kalamazoo - Kalamazoo, MI - Michiana

    JPMC

    Personal banker job in Kalamazoo, MI

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $29k-58k yearly est. Auto-Apply 60d+ ago
  • Part Time (20 Hours) Associate Banker, Portage Branch, Portage, MI

    Jpmorgan Chase 4.8company rating

    Personal banker job in Portage, MI

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $35k-42k yearly est. 14d ago
  • TELLER/UNIVERSAL BANKER

    Southern Michigan Bank & Trust 4.1company rating

    Personal banker job in Portage, MI

    Job DescriptionDescription: Performs a variety of duties to provide customer service by explaining and processing financial services, and correct records by performing the following duties. All other duties and responsibilities as assigned. ESSENTIAL DUTIES, RESPONSIBILITIES, SKILLS: • Build and maintain customer relations by providing high quality service • Assist customer from start to finish acting as a full relationship manager • Interview customers to obtain information and proactively sell all bank products and services, including but not limited to Checking, Savings, Individual Retirement Accounts, Certificates of Deposits and Savings Bonds • Open new accounts using needs-based techniques • Discuss, sell, complete application and close consumer loans • Discuss, sell, and refer electronic services, Wealth Management and Commercial/Mortgage loan services • Solve branch operations matters • Understand and support marketing initiatives • Clean and organize branch/work area • Service, audit, and balance drawers, vault, TCRs, PTM, coin machines and other branch technology within established guidelines • Prepare, verify, and order incoming and outgoing cash shipments • Prepare and sign cashier's checks, loan checks, and wires within assigned limits • Open, close and lead the branch during absence of management • Close accounts when necessary •Discuss and process overrides for lesser experienced tellers •Mentor/train incoming Tellers/Universal Bankers SUPERVISORY RESPONSIBILITIES: None QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and maintain confidentiality and professionalism. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: •High School Diploma or general education degree (GED); and one to three weeks training and at least one-year equivalent combination of education and experience. •Customer service, cash handling and banking experience preferred. •Attentiveness to detail. •Basic computer skills including Microsoft Word and Excel. •General math skills. •Jack Henry suite of programs including Xperience and Synapsys. •TCR, PTM, and coin machine knowledge. INTERPERSONAL SKILLS: This position is required to deal with internal as well as external customers, in a positive, “Quality Customer Service” manner. An open, willing to assist approach to work is expected along with the ability to work beyond their normal job duties as the situation requires. Interpersonal and problem-solving skills are required. This position will have access to highly confidential information that must be handled in a professional manner. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance, color vision, depth perception and ability to adjust focus. REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. WORK ENVIRONMENT: The noise level in the work environment is usually moderate/conversational. Requirements:
    $30k-34k yearly est. 6d ago
  • Virtual Banker

    Union Bancshares of Benton Inc. 4.1company rating

    Personal banker job in Lake Odessa, MI

    is based on site at our location in Lake Odessa, MI. This is not a remote role.* The Virtual Banker will engage with customers in a blended contact center environment consisting of telephone, interactive video, web chat, secure mail and online banking interactions. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and cross-sells other products based on the customer's needs. These functions will range from basic to hard in complexity. Virtual Bankers strive to provide best in class customer experiences by personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. Virtual Bankers will work as part of a team under the direction of the Contact Center Manager and Contact Center Team Lead. The representative will be responsible for supporting department objectives through direct customer interactions, adhering to quality standards, and performing administrative tasks. Essential Functions Customer Service & Account Opening Provide exceptional customer service through quality conversations and timely communications. Conducts work in a Video Conference environment and in a variety of computer programs including Microsoft Office Suite, Mitel phone systems, Jack Henry Platform Video Conferencing System and others. Ethically conducts operational tasks related to protecting customer and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protects all customer information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates. Provide front-line customer support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels. Process customer support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc. Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts. Maintain a personally professional and presentable appearance in all internal and external customer interactions. Be fully proficient in the video banking system and online banking tasks. Engage with customers in a professional and friendly manner while providing a positive brand experience during each customer interaction. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. Assist with troubleshooting and issue resolution tasks associated with the Video Banking system and liaise appropriately with Contact Center Management, branch, operations, and IT staff in problem identification and resolution. Work with individuals in other departments (retail branches, deposit operations, online banking, and customer relations) to address Universal Banker and Call Center customer service issues and escalations. Regular attendance is required, working at the worksite during regular contact center business hours and/or assigned hours including evenings and weekends. Must have the ability to effectively cross-sell bank products and services. Collaborates with team members during times of excess workload to pick up overflow. Other duties as assigned from time to time by the Contact Center Manager or Contact Center Team Lead. Operational Excellence Responsible for knowing and adhering to appropriate security and emergency procedures. Keep customer information in a secured area at all times while maintaining an organized work station. Maintain knowledge of the bank's policies and procedures. Help coordinate branch document retention and destruction in accordance with the bank's policies and procedures. Sales & Referrals Consistently meet or exceed sales referrals, as set by management. Proactively work to deepen both new and existing customer relationships through cross-sell opportunities. Engage in consultative discussions with customers through the new account opening process to understand their financial picture and recommend products and services that best align with meeting their needs. Actively involve yourself in sales meetings and staff meetings. Maintain a thorough understanding of all Retail products and services offered. Have a good understanding of the bank's IRA (Traditional & Roth) and HSA offerings, including tax benefits, contributions and distributions. Other Functions Other duties/projects as assigned Familiar with and abides by all bank regulations including but not limited to BSA/AML and OFAC Working Conditions of the Job Stationed at desk 95% of working time. No unusual physical exertion required. No particular hazards on the job. Requirements Job Qualifications Familiarity with banking products and services. Ability to communicate effectively in person, on-screen, over the phone and in writing. Ability to solve problems while working directly with external and / or internal customers. Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc. Strong attention to detail and ability to complete work accurately. Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products. Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions. Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems. Good interpersonal communication. Good organization and time management skills. Ability to listen and develop/suggest solutions to problems. Ability to retain confidential information. Willingness to work flexible hours. Education & Work Experience High school diploma or equivalent. 1 year Customer Service, Retail banking or equivalent experience. Experience with using Onboard deposit software system, preferred. EEO Statement Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated. This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
    $27k-43k yearly est. 3d ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Personal banker job in Grand Rapids, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships * Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. * Cross sells products and services and refers to business product partners to ensure client needs are met. * Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets * Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. * Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. * Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight * Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. * Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. * Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. * Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: * Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. * Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: * Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. * Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: * Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables * Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. * Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. * Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market. Relationship Banker * Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. * Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements * High School diploma or GED Equivalent * Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) * Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II * Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. * Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. * Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. * May manage an assigned client portfolio to handle all consumer banking relationship needs. * Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. * Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements * High School diploma or GED Equivalent * Minimum one year relationship-based client consultation and/or consultative sales experience * Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending * Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $17 hourly Auto-Apply 60d+ ago
  • Universal Banker

    Horizon Bank 4.5company rating

    Personal banker job in Fremont, MI

    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
    $30k-34k yearly est. 3d ago
  • Part Time (20 Hours) Associate Banker, Portage Branch, Portage, MI

    Jpmorganchase 4.8company rating

    Personal banker job in Portage, MI

    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.
    $35k-42k yearly est. Auto-Apply 15d ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Personal banker job in Kalamazoo, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $17 hourly Auto-Apply 3d ago

Learn more about personal banker jobs

How much does a personal banker earn in Grandville, MI?

The average personal banker in Grandville, MI earns between $25,000 and $42,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Grandville, MI

$32,000

What are the biggest employers of Personal Bankers in Grandville, MI?

The biggest employers of Personal Bankers in Grandville, MI are:
  1. Fifth Third Bank
  2. Arbor Financial Credit Union
  3. PNC
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