At Horizon Bank, we're not just about banking; we're about empowering dreams and transforming lives when we Go Beyond! Our passion lies in creating meaningful connections with our clients and providing financial solutions that pave the way to success. We're a dynamic team, dedicated to redefining the banking experience by going beyond and making a real difference in the lives of individuals and businesses alike.
Are you ready to embark on an exciting journey where every interaction is an opportunity to make an impact? As a Universal Banker at Horizon Bank you'll be at the forefront of a culture of exceptional service, where creativity meets expertise and relationships are the heart of everything we do. We're seeking passionate individuals who thrive in a fast-paced environment, possess unparalleled people skills, and are driven by a desire to help others achieve their financial goals.
Benefits:
Competitive salary with performance-based bonuses - your success is our success!
Comprehensive benefits package, including health, dental, and vision insurance, as well as retirement plans and paid time off.
Opportunities for professional growth and development, with access to ongoing training.
Join a vibrant and inclusive team culture where your ideas are valued, and your voice is heard. You can join one of our Employee Resource Groups where our diversity is celebrated.
Job Overview
Responsible for processing customer transactions, completing customer initiated account maintenance and all other tasks associated with customer requests. Originate new deposit accounts and consumer loans. Responsible for initiating, enhancing and maintaining customer relationships by providing Exceptional Service and Sensible Advice. Able to probe for information regarding customer's needs and provide effective solutions. Maintain a well-developed working knowledge of bank products and services, taking responsibility to keep up-to-date on changes.
Universal Bankers generally have one year of banking experience or professional sales experience in a service-oriented environment.
Duties
Be the face of Horizon Bank delivering unparalleled service and building lasting relationships with our valued clients.
Serve as a trusted advisor, understanding each customer's unique financial needs and tailoring solutions to help them achieve their goals.
Dive into the world of banking transactions, confidently handling everything from deposits and withdrawals to loan applications and account openings.
Embrace your inner marketer, promoting our suite of products and services with enthusiasm and creativity to drive customer engagement and satisfaction.
Stay ahead of the curve by continuously expanding your knowledge of banking products, services, and industry trends.
Collaborate with a team of like-minded professionals to exceed branch goals and deliver exceptional results.
Qualifications & Skills
High school diploma or equivalent required; additional education or certifications a plus.
1+ years of experience in banking, payment processing, or professional sales preferred.
Strong sales initiative and the ability to develop lasting customer relationships.
A magnetic personality and a genuine passion for helping others succeed.
Excellent communication skills, both verbal and written, with the ability to captivate and inspire.
A knack for problem-solving and the ability to think on your feet in a fast-paced environment.
Proficiency in basic mathematical computations and computer literacy.
Ability to follow detailed instructions and procedures with sound judgment.
Flexibility to work Saturdays because we Go Beyond
Core Competencies
Consultative Sales
Product Knowledge
Effective Questioning
Prospecting and Referring
Relationship Building
Results Focused
Physical Requirements
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).
Physical Demand:
Percentage of Time:
Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.
90-100%
Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers.
Able to observe actions of others to ensure safety and security of the facility.
90-100%
Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone.
90-100%
Able to remain in upright stationary position at counter height of approximately 48" for long periods of time.
50-75%
Able to grasp, move and sort forms and papers.
90- 100%
Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers.
75-100%
Occasionally position self to reach heights between floor and 6'.
Must be able to lift up to 50 pounds at a time.
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
#LI-DNI
$31k-36k yearly est. 1d ago
Looking for a job?
Let Zippia find it for you.
Universal Banker
The Farmer's Bank 3.9
Personal banker job in Westfield, IN
Apply Description
The Universal Banker role allows employees to fully execute on The Farmers Bank brand purpose: To Care, Educate & Serve to Inspire a better future for all. A Universal Banker can service a customer both at a teller window as well as at a customer service desk, depending on the needs of the customer in front of them. The primary role of a Universal Banker is to hold conversations with customers, understand their needs, and match financial solutions the bank offers to help the customer achieve Financial Well-Being, in a friendly, ethical, and efficient manner. Universal Bankers may process deposits and pay out funds in accordance with bank procedures; record all transactions accurately and balance each day's operations. Hours vary and include Saturdays.
Requirements
Job Responsibilities
1. Customer Service and Sales.
2. Educate customers on solutions that meet their needs, including new accounts, services, and digital
3. Make complete recommendation to ensure Financial Well-Being of the customer (cross selling)
4. Engage customers by following up through onboarding or campaigns
5. Maintenance accounts by changing addresses and names; order checks and close accounts as needed.
6. Assist customers by answering financial questions, expose fraud, explain bank services and service charges
7. Open/Close Night Drop with dual control processes for various Night-Drop and mail.
8. Other Duties as Assigned.
Competencies Required
1. Competency #1: Customer Relations
* The degree which customer service and professional rapport is demonstrated in the day-to-day business environment. Such as being polite and attentive, or focused on the needs of the customer.
2. Competency #2: Attitude
* The degree to which one is positive, constructive, and supportive toward customers, employees, and the company. The level of enthusiasm and commitment demonstrated in job performance.
3. Competency #3: Accountability
* The degree which one is answerable and responsible for actions and performance either individually or on a team
4. Competency #4: Teamwork & Cooperation / Organization Relations
* The degree to which the employee works with peers and other internal departments to create a collaborative, cooperative, and productive working environment. The level of response to customer requests, both internally and externally. Anticipation and control of obstacles. The level of demonstrated team, sensitivity, support, and respect.
5. Competency #5: Attention to Detail
* The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules.
6. Competency #6: Job Knowledge (Basic)
* The level of knowledge, skills and education required to perform job duties, and their application to job functions. Commitment to expanding knowledge, skills, and/or education.
7. Competency #7: Productivity
* The level of work output or efficiency as compared to a standard or compared to others. The ability to use time and resources well.
$31k-35k yearly est. 1d ago
Future Positions
Reveal Risk
Personal banker job in Carmel, IN
Job Description
Are you passionate about making an impact in the world of cybersecurity and risk management? At Reveal Risk, we're always on the lookout for talented, driven individuals who share our commitment to excellence, innovation, and teamwork.
If we do not have a role that matches your skills and interests today, we're growing and evolving-and future job openings are just around the corner. By joining our talent community, you'll be among the first to hear about new openings tailored to your expertise.
What We Look For:
Skilled professionals in cybersecurity, risk management, project management, client engagement, marketing, and more.
A proactive and solution-oriented mindset, with a passion for simplifying complex challenges.
Team players who thrive in dynamic, collaborative environments.
Why Join Us?
Be part of a boutique firm where your contributions make a direct impact.
Work with a team of passionate experts dedicated to delivering exceptional client results.
Enjoy competitive benefits, a flexible work environment, and a culture that values professional growth.
Stay connected with us and share how your skills and experiences align with our mission. We look forward to learning more about you and exploring the possibility of working together in the future!
Ready to Connect?
Click "Apply Now" to submit your resume and tell us about the kind of role you're seeking.
Powered by ExactHire:156623
$57k-103k yearly est. 12d ago
Hourly Trader
Acespower
Personal banker job in Carmel, IN
Carmel, IN
This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Manage market of generation or contract resources for participating Members and Clients.
Manages market exposure with regards to open book positions.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision making abilities.
Coordination of Demand Side Management activities.
Assists in the gathering of power marketing intelligence.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitors market conditions and analyzes transactions to help identify and execute energy trades.
Manages optimization opportunities of client portfolios.
Excellent customer relationship management skills and ability to build business relationships with other companies
Ability to travel.
Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position.
Any additional responsibilities assigned by management.
Required Qualifications
Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education
Previous business experience preferred to include price negotiation, data analysis and customer service.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems
Application and use of critical thinking skills.
$50k-84k yearly est. Auto-Apply 60d+ ago
Hourly Trader
Alliance for Cooperativ
Personal banker job in Carmel, IN
Carmel, IN
This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Manage market of generation or contract resources for participating Members and Clients.
Manages market exposure with regards to open book positions.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision making abilities.
Coordination of Demand Side Management activities.
Assists in the gathering of power marketing intelligence.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitors market conditions and analyzes transactions to help identify and execute energy trades.
Manages optimization opportunities of client portfolios.
Excellent customer relationship management skills and ability to build business relationships with other companies
Ability to travel.
Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position.
Any additional responsibilities assigned by management.
Required Qualifications
Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education
Previous business experience preferred to include price negotiation, data analysis and customer service.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems
Application and use of critical thinking skills.
$50k-84k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Towne and West Main - Carmel, IN
Jpmorganchase 4.8
Personal banker job in Carmel, IN
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 Bankerin 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: **************************************************************************
$39k-85k yearly est. Auto-Apply 1d ago
Private Client Banker - Indianapolis/Carmel Area - Indy Northwest
JPMC
Personal banker job in Indianapolis, IN
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 Bankerin 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: **************************************************************************
$34k-68k yearly est. Auto-Apply 60d+ ago
Banker I
Citizens Bank 3.7
Personal banker job in Greenwood, IN
Job Description
Summary of Job Responsibilities:
Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud.
Essential Duties:
Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community
Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
Cross-sells bank services in accordance with individual and branch performance goals.
Operates in a team environment and provides excellent customer service.
Responsible for the completion of tasks necessary to secure company assets.
Uphold the customer and employee service standards established
Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.
Skills and Abilities Required:
The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers.
Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps.
Ability to exercise critical thinking skills.
Preference of one year of experience in a consultative sales environment.
Minimum Requirements:
A high school diploma or equivalent.
The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations.
Successful completion of credit check, drug screen, and background check.
Flexible schedule Monday-Friday and Saturday morning availability.
Two years of customer service experience OR completion of internal Banker Pathway I.
Working Conditions:
Minimum discomfort from noise, heat, dust, and other causes.
Required to stand for long periods when providing customer services
Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk.
The ability to lift and carry cash drawers and coin bags (up to 25 pounds).
$38k-61k yearly est. 7d ago
Inbound Financial Sales Representative
Group1001 4.1
Personal banker job in Zionsville, IN
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
As the Inbound Sales Representative, you will build and maintain business relationships with advisors and Independent Marketing Organizations (IMOs) who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and marketers received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.
How You'll Contribute:
* First line of client facing contacts on incoming calls, Phone Sales and Support
* Provides product and illustration sales support
* Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls
* Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers
* Generate illustrations and webinars from the incoming calls
* Helps and participates with Delaware Life marketing campaigns follow through in support of external and internal wholesalers
* Resolves client concerns
* Responds to voicemail/email requests
* Fulfills literature requests
* Participates in team meetings and training programs
* Identifies client situation and present options available
* Maintains integrity of broker database
* Demonstrates knowledge of Delaware Life's products
* Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations
* Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution
* Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.
* Productively work together and collaborate with other home office departments
* Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products
* Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth.
* Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors and other duties as assigned
What We're Looking For:
* Bachelor's degree or equivalent experience
* At least 2 years of sales, marketing, or customer service experience in the financial services industry
* Strong knowledge of annuity, insurance or investment products preferred
* Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 4 months of hire
* Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills
* Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone
* Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills
* Working knowledge of office automation tools; experience with contact management tools a plus
* Organizational, communication (verbal and written)
* Problem solving, mathematical, statistical, and analytical
* Strong interpersonal, telephone and presentation skills
* Ability to adapt quickly to change and consistently demonstrate strong attention to detail
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-LG1
$35k-56k yearly est. Auto-Apply 58d ago
Universal Banker
Northwest Bank 4.8
Personal banker job in Fishers, IN
As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions - such as deposits, payments, replacement cards, and disputes - while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products.
Essential Functions
• Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.
• Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exceptional customer service standards.
• Fulfill customer financial needs, both immediate and long term, by utilizing Financial Wellness conversations to understand needs and recommend appropriate solutions and/or refer to our team of experts when necessary.
• Accurately and efficiently process transactions such as deposits, payments, checks for cashing and other transactions.
• Recognize cross-sell opportunities, including deposit accounts as well as insurance, investment and lending products, referring to our team of experts when necessary.
• Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.
• Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline of sales opportunities.
• Establish proficiency in the Bank's systems to effectively provide customers with the highest level of service standards.
• Meet or exceed all financial objectives pertaining to individual and Financial Center team goals.
• Demonstrate ownership to ensure all follow-up items are complete or delegated to the appropriate individual(s) to work harmoniously with multiple team members.
• Create a warm, welcoming and friendly environment for customers and employees by fostering teamwork in the Financial Center to ensure an overall positive customer experience.
• Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities - emphasizing a streamlined sales and service experience, a digital-first approach, effective client problem resolution, and the strategic use of digital tools.
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations.
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency.
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
High School Diploma or equivalent preferred
Work Experience
Less than one year Banking and/or retail experience
Or
Less than one year Sales experience or Customer Service experience preferred
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$30k-36k yearly est. Auto-Apply 30d ago
Travel Universal Banker
Everwise Credit Union 4.0
Personal banker job in Indianapolis, IN
Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share. Will float between designated service centers and provide support to multiple branch locations as needed.
This role will support Everwise branches in the following markets: Meridian, Park 100, Shadeland, Pike Plaza, One North Capitol, and Zionsville.
Primary Responsibilities and Duties:
Maintains a high level of membership in accordance with the EVERWISE CREDIT UNION Service Expectations.
This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center)
Responsible for maintaining a high level of confidentiality about member account information.
Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly.
May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties.
Comply with the credit union
Check Cashing, Cash Control and Transaction Approval Limits
policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc.
Volunteers for special projects within the scope of job responsibilities.
Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.
Knowledge/Skills:
Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication
Ability to proactively solve problems by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION.
High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling.
Proficient cash handling skills.
Ability to work in a fast-paced diverse and universal environment.
Practical application and general understanding of various computer applications
Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin
Minimum Requirements:
High School Diploma, GED or equivalent certification.
Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred.
Base pay: Starting at $19.25/hour + an additional $1.50/hour travel premium
Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$19.3 hourly Auto-Apply 60d+ ago
Traveling Universal Banker
Centier Bank 4.0
Personal banker job in Fishers, IN
Starting Pay Rate is Based on Experience - Minimum Hourly Rate:
$19.00
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
Supervisory Responsibilities: No
Summary: As the front-line client ambassador for Centier, the Universal Banker (Bank Teller) is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing bank client relationships, and recommending value-added bank products and services. This position participates in the daily operations of the branch, which could include, assisting clients with account openings, account management, and other financial service needs and maintenance.
The position also provides timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. This position proactively participates in the servant sales process of the branch as directed by management and helps to implement sales tactics to enrich lives as a financial guide for an even better tomorrow.
Essential Duties and Responsibilities:
Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner.
Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business.
Understand, promote, and advise on the bank's products, services and digital delivery channels.
Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds.
Count drawer daily and ensure that cash is in balance. When not in balance, must make effort to identify error.
Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department.
Maintain a position of trust and responsibility by keeping all customer business confidential.
Handle and resolve client problems and complaints in a quick and efficient manner.
Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
Assist associates with balancing their drawers and locating errors.
Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities.
Actively strive to achieve individual, branch, and organizational goals and communicate progress to manager.
Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
Represent Centier professionally with virtual and/or outside community involvement, external initiatives, and volunteerism. Log all hours in volunteer system.
Engage inpersonal development activities such as online learning and internal/external training to assist in career growth.
Identify and act on opportunities to refer clients to specialists in other lines of business.
Perform PA's, aisle time, and other promotional activities (if applicable).
Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area and branch, adhering to the Clean Desk Policy.
Follow Centier's Mission, Essentials of Excellence and Values in all interactions.
Other Duties and Responsibilities:
The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
Mentor fellow associates on various tasks and assignments.
Available to work evenings, some weekends and at other branches as needed.
Skills and Experience:
Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems.
Proofread and verify written materials.
High attention to detail to ensure accuracy.
Data entry and retrieval of information into a computer, sorting documents, and following logical instructions and systems.
Make texture judgments in verifying the authenticity of currency.
Ability to work well with others and in a team environment.
Ability to work through client problems by listening to understand and thinking through all options. Recommend and implement solutions.
Consultative skills to identify a client's financial needs and recommend solutions.
Adopt new technology, system conversions and software rollouts to successful implementation.
Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals.
Train new associates as a Branch Teller Mentor and successfully onboard them for Retail Banking
Interview clients at the new accounts desk to accurately assess needs and manage the account opening process for personal and business products from start to finish.
Qualifications:
High School diploma or equivalent.
Banking experience is a plus, but not required.
Minimum of six months customer service/cash handling experience is desirable.
Traveling Universal Banker Expectations
The Traveling Universal Banker role is responsible for traveling daily to banking centers within our footprint. Please note that associates may travel to locations in any of our communities including:
Indianapolis Market - Carmel, Fishers, Indianapolis, Westfield, Whitestown, Zionsville, Brownsburg, 62nd and Allisonville Rd, 86th and Ditch Rd
The manager will do their best to keep associates as close to home as possible. Having flexibility to travel to all branch locations within the respective market is required. These positions will float as needed, with or without prior notice.
What do I do now?
Apply with us!
Refer this opening to others!
Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************.
Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Member FDIC
$19 hourly Auto-Apply 60d+ ago
IN-Financial Services Sales Representative (1099)
Tomorrow's Recruiting
Personal banker job in Indianapolis, IN
Financial Services Sales Representative (1099)-Indianapolis, IN
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
$30k-48k yearly est. 60d+ ago
Universal Banker
The Farmer's Bank 3.9
Personal banker job in Tipton, IN
Apply Description
The Customer Care Representative role allows employees to fully execute on The Farmers Bank brand purpose: To Care, Educate & Serve to Inspire a better future for all. A Customer Care Representative can service a customer both at a teller window as well as at a customer service desk, depending on the needs of the customer in front of them. The primary role of a Customer Care Representative is to hold conversations with customers, understand their needs, and match financial solutions the bank offers to help the customer achieve Financial Well-Being, in a friendly, ethical, and efficient manner. Universal Bankers may process deposits and pay out funds in accordance with bank procedures; record all transactions accurately and balance each day's operations. Hours vary and include Saturdays.
1. Customer Service and Sales.
2. Educate customers on solutions that meet their needs, including new accounts, services, and digital
3. Make complete recommendation to ensure Financial Well-Being of the customer (cross selling)
4. Engage customers by following up through onboarding or campaigns
5. Maintenance accounts by changing addresses and names; order checks and close accounts as needed.
6. Assist customers by answering financial questions, expose fraud, explain bank services and service charges
7. Open/Close Night Drop with dual control processes for various Night-Drop and mail.
8. Other Duties as Assigned.
Requirements
Competencies Required
1. Competency #1: Customer Relations
* The degree which customer service and professional rapport is demonstrated in the day-to-day business environment. Such as being polite and attentive, or focused on the needs of the customer.
2. Competency #2: Attitude
* The degree to which one is positive, constructive, and supportive toward customers, employees, and the company. The level of enthusiasm and commitment demonstrated in job performance.
3. Competency #3: Accountability
* The degree which one is answerable and responsible for actions and performance either individually or on a team
4. Competency #4: Teamwork & Cooperation / Organization Relations
* The degree to which the employee works with peers and other internal departments to create a collaborative, cooperative, and productive working environment. The level of response to customer requests, both internally and externally. Anticipation and control of obstacles. The level of demonstrated team, sensitivity, support, and respect.
5. Competency #5: Attention to Detail
* The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules.
6. Competency #6: Job Knowledge (Basic)
* The level of knowledge, skills and education required to perform job duties, and their application to job functions. Commitment to expanding knowledge, skills, and/or education.
7. Competency #7: Productivity
* The level of work output or efficiency as compared to a standard or compared to others. The ability to use time and resources well.
$31k-35k yearly est. 1d ago
Private Client Banker - Keystone at the Crossing - Indianapolis, IN
Jpmorgan Chase & Co 4.8
Personal banker job in Indianapolis, IN
JobID: 210698266 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Bankerin 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: **************************************************************************
$40k-85k yearly est. Auto-Apply 9d ago
Banker I
Citizens Bank 3.7
Personal banker job in Greenwood, IN
Summary of Job Responsibilities:
Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud.
Essential Duties:
Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community
Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
Cross-sells bank services in accordance with individual and branch performance goals.
Operates in a team environment and provides excellent customer service.
Responsible for the completion of tasks necessary to secure company assets.
Uphold the customer and employee service standards established
Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.
Skills and Abilities Required:
The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers.
Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps.
Ability to exercise critical thinking skills.
Preference of one year of experience in a consultative sales environment.
Minimum Requirements:
A high school diploma or equivalent.
The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations.
Successful completion of credit check, drug screen, and background check.
Flexible schedule Monday-Friday and Saturday morning availability.
Two years of customer service experience OR completion of internal Banker Pathway I.
Working Conditions:
Minimum discomfort from noise, heat, dust, and other causes.
Required to stand for long periods when providing customer services
Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk.
The ability to lift and carry cash drawers and coin bags (up to 25 pounds).
$38k-61k yearly est. 7d ago
Universal Banker
Northwest Bancorp, Inc. 4.8
Personal banker job in Fishers, IN
As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions - such as deposits, payments, replacement cards, and disputes - while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products.
Essential Functions
* Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.
* Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exceptional customer service standards.
* Fulfill customer financial needs, both immediate and long term, by utilizing Financial Wellness conversations to understand needs and recommend appropriate solutions and/or refer to our team of experts when necessary.
* Accurately and efficiently process transactions such as deposits, payments, checks for cashing and other transactions.
* Recognize cross-sell opportunities, including deposit accounts as well as insurance, investment and lending products, referring to our team of experts when necessary.
* Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.
* Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline of sales opportunities.
* Establish proficiency in the Bank's systems to effectively provide customers with the highest level of service standards.
* Meet or exceed all financial objectives pertaining to individual and Financial Center team goals.
* Demonstrate ownership to ensure all follow-up items are complete or delegated to the appropriate individual(s) to work harmoniously with multiple team members.
* Create a warm, welcoming and friendly environment for customers and employees by fostering teamwork in the Financial Center to ensure an overall positive customer experience.
* Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities - emphasizing a streamlined sales and service experience, a digital-first approach, effective client problem resolution, and the strategic use of digital tools.
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations.
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency.
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
High School Diploma or equivalent preferred
Work Experience
Less than one year Banking and/or retail experience
Or
Less than one year Sales experience or Customer Service experience preferred
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$30k-36k yearly est. Auto-Apply 31d ago
Universal Banker
Everwise Credit Union 4.0
Personal banker job in Indianapolis, IN
Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share.
Primary Responsibilities and Duties:
Maintains a high level of member service in accordance with the EVERWISE CREDIT UNION Service Expectations.
This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center)
Responsible for maintaining a high level of confidentiality about member account information.
Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly.
May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties.
Comply with the credit union
Check Cashing, Cash Control and Transaction Approval Limits
policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc.
Volunteers for special projects within the scope of job responsibilities.
Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.
Knowledge/Skills:
Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication
Ability to proactively problem solve by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION.
High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling.
Proficient cash handling skills.
Ability to work in a fast-paced diverse and universal environment.
Practical application and general understanding of various computer applications
Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin.
Minimum Requirements:
High School Diploma, GED or equivalent certification.
Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred
Base pay: Starting at $19.25/hour.
Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$19.3 hourly Auto-Apply 60d+ ago
Traveling Universal Banker
Centier Bank 4.0
Personal banker job in Whitestown, IN
Starting Pay Rate is Based on Experience - Minimum Hourly Rate:
$19.00
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
Supervisory Responsibilities: No
Summary: As the front-line client ambassador for Centier, the Universal Banker (Bank Teller) is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing bank client relationships, and recommending value-added bank products and services. This position participates in the daily operations of the branch, which could include, assisting clients with account openings, account management, and other financial service needs and maintenance.
The position also provides timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. This position proactively participates in the servant sales process of the branch as directed by management and helps to implement sales tactics to enrich lives as a financial guide for an even better tomorrow.
Essential Duties and Responsibilities:
Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner.
Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business.
Understand, promote, and advise on the bank's products, services and digital delivery channels.
Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds.
Count drawer daily and ensure that cash is in balance. When not in balance, must make effort to identify error.
Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department.
Maintain a position of trust and responsibility by keeping all customer business confidential.
Handle and resolve client problems and complaints in a quick and efficient manner.
Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
Assist associates with balancing their drawers and locating errors.
Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities.
Actively strive to achieve individual, branch, and organizational goals and communicate progress to manager.
Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
Represent Centier professionally with virtual and/or outside community involvement, external initiatives, and volunteerism. Log all hours in volunteer system.
Engage inpersonal development activities such as online learning and internal/external training to assist in career growth.
Identify and act on opportunities to refer clients to specialists in other lines of business.
Perform PA's, aisle time, and other promotional activities (if applicable).
Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area and branch, adhering to the Clean Desk Policy.
Follow Centier's Mission, Essentials of Excellence and Values in all interactions.
Other Duties and Responsibilities:
The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
Mentor fellow associates on various tasks and assignments.
Available to work evenings, some weekends and at other branches as needed.
Skills and Experience:
Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems.
Proofread and verify written materials.
High attention to detail to ensure accuracy.
Data entry and retrieval of information into a computer, sorting documents, and following logical instructions and systems.
Make texture judgments in verifying the authenticity of currency.
Ability to work well with others and in a team environment.
Ability to work through client problems by listening to understand and thinking through all options. Recommend and implement solutions.
Consultative skills to identify a client's financial needs and recommend solutions.
Adopt new technology, system conversions and software rollouts to successful implementation.
Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals.
Train new associates as a Branch Teller Mentor and successfully onboard them for Retail Banking
Interview clients at the new accounts desk to accurately assess needs and manage the account opening process for personal and business products from start to finish.
Qualifications:
High School diploma or equivalent.
Banking experience is a plus, but not required.
Minimum of six months customer service/cash handling experience is desirable.
Traveling Universal Banker Expectations
The Traveling Universal Banker role is responsible for traveling daily to banking centers within our footprint. Please note that associates may travel to locations in any of our communities including:
Indianapolis Market - Carmel, Fishers, Indianapolis, Westfield, Whitestown, Zionsville, Brownsburg, 86th and Ditch, 62nd and Allisonville.
The manager will do their best to keep associates as close to home as possible. Having flexibility to travel to all branch locations within the respective market is required. These positions will float as needed, with or without prior notice.
What do I do now?
Apply with us!
Refer this opening to others!
Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************.
Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Member FDIC
$19 hourly Auto-Apply 60d+ ago
Universal Banker
The Farmers Bank 3.9
Personal banker job in Tipton, IN
The Customer Care Representative role allows employees to fully execute on The Farmers Bank brand purpose: To Care, Educate & Serve to Inspire a better future for all. A Customer Care Representative can service a customer both at a teller window as well as at a customer service desk, depending on the needs of the customer in front of them. The primary role of a Customer Care Representative is to hold conversations with customers, understand their needs, and match financial solutions the bank offers to help the customer achieve Financial Well-Being, in a friendly, ethical, and efficient manner. Universal Bankers may process deposits and pay out funds in accordance with bank procedures; record all transactions accurately and balance each day's operations. Hours vary and include Saturdays.
1. Customer Service and Sales.
2. Educate customers on solutions that meet their needs, including new accounts, services, and digital
3. Make complete recommendation to ensure Financial Well-Being of the customer (cross selling)
4. Engage customers by following up through onboarding or campaigns
5. Maintenance accounts by changing addresses and names; order checks and close accounts as needed.
6. Assist customers by answering financial questions, expose fraud, explain bank services and service charges
7. Open/Close Night Drop with dual control processes for various Night-Drop and mail.
8. Other Duties as Assigned.
Requirements
Competencies Required
1. Competency #1: Customer Relations
· The degree which customer service and professional rapport is demonstrated in the day-to-day business environment. Such as being polite and attentive, or focused on the needs of the customer.
2. Competency #2: Attitude
· The degree to which one is positive, constructive, and supportive toward customers, employees, and the company. The level of enthusiasm and commitment demonstrated in job performance.
3. Competency #3: Accountability
· The degree which one is answerable and responsible for actions and performance either individually or on a team
4. Competency #4: Teamwork & Cooperation / Organization Relations
· The degree to which the employee works with peers and other internal departments to create a collaborative, cooperative, and productive working environment. The level of response to customer requests, both internally and externally. Anticipation and control of obstacles. The level of demonstrated team, sensitivity, support, and respect.
5. Competency #5: Attention to Detail
· The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules.
6. Competency #6: Job Knowledge (Basic)
· The level of knowledge, skills and education required to perform job duties, and their application to job functions. Commitment to expanding knowledge, skills, and/or education.
7. Competency #7: Productivity
· The level of work output or efficiency as compared to a standard or compared to others. The ability to use time and resources well.
How much does a personal banker earn in Greenfield, IN?
The average personal banker in Greenfield, IN earns between $28,000 and $46,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Greenfield, IN
$36,000
What are the biggest employers of Personal Bankers in Greenfield, IN?
The biggest employers of Personal Bankers in Greenfield, IN are: