Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client.
Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis.
Coordinate daily with Branch Manager regarding sales and service operations.
Coach tellers to meet their daily sales referral goals and provide excellent customer service.
Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs.
Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration.
Prepare contracts; renew IRA Certificates and all related IRA transactions.
Open, redeem, and calculate interest on Certificates of Deposit.
Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day.
Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction.
Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately.
Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting.
Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market.
Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place.
Authority to open and close branch following proper security procedures
Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides.
Make outbound sales calls to current and prospective clients.
Run a teller window as needed.
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork.
Other duties as assigned
EDUCATION and/or EXPERIENCE:
High School diploma or General Education degree (GED); College degree preferred
Minimum of two (2) years retail banking experience as a teller or customer contact/sales position.
Minimum of one (1) year opening new accounts, sales and operations preferred.
Previous supervisory and sales experience highly preferred
OTHER SKILLS and ABILITIES:
Ability to lead and motivate a team and constant involvement in the bank's referral program.
Must have excellent judgment/decision making skills, time management and organizational skills
Ability to present a professional image and maintain a high level of personality and confidentiality
Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures
Strong knowledge of daily branch, vault and ATM operations.
Expected to exercise sound judgment in resolving client and/or employee issues
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (required)
Cash Handling (required)
Customer Service (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$50k yearly 2d ago
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Float Universal Banker
First Mutual Holding Company
Personal banker job in Garfield Heights, OH
The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch.
This is a float position that will assist the branches in the east region, including the Parma and Garfield Heights branches.
Level 1 Duties and Responsibilities:Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits.
Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations.
Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products.
As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
Understands and strives to meet individual, team and branch performance metrics and sales goals.
Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.
As needed, performs basic opening and closing duties independently (including arming and disarming the branch).
Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits.
Follows all safety and security protocols and escalates issues appropriately.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Qualifications and Skills Level 1:0-2 Years of banking experience is required.
Experience handling cash is required.
High School Diploma or equivalent is required.
Experience in customer service is preferred.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required.
Cleartouch, Nautilus, various government and investor software/web portals is preferred.
CRM is preferred.
Driver's license is required (for float positions) Level 2 Duties and Responsibilities:On top of the duties listed in level 1, level 2 duties and responsibilities include:Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
Monitors activities and acts as a resource for assigned staff; approves transactions; ensures procedures are being followed; monitors over/short reports.
As needed, operates teller window following Branch Operation Guidelines, policies and procedures.
Maintains vault by ordering cash, distributing cash to assigned staff, and reconciling the vault; ensures adequate cash is available for customer transactions.
Opens and closes accounts and services with accuracy and in accordance to bank policies and applicable regulations.
Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products.
Handles check verification and wire transfers as needed.
Keeps up to date with related system and maintains wire transfer certification.
Understands and strives to meet individual, team and branch performance metrics and sales goals.
Facilitates teamwork and shared responsibility for success.
Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary.
Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system.
Able to perform all branch opening and closing duties.
Prepares, updates and monitors assigned reports in a timely manner and with accuracy.
Qualifications and Skills Level 2:2-4 Years of banking experience is required.
Experience must include cash handling and customer service.
Experience handling cash is required.
0-2 years of experience as a supervisor, mentor or team leader is preferred.
Strong understanding of banking laws and regulations is required.
Notary Public is preferred.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required.
Cleartouch, Nautilus, various government and investor software/web portals is preferred.
CRM is preferred.
Driver's license is required (for float positions) Level 3 Duties and Responsibilities:On top of the duties listed in level 1, and level 2, level 3 duties and responsibilities include:Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations.
As needed and assigned, assists the Branch Manager in managing the specified bank branch; completes bank schedules; ensures reports are completed; ensures policies and procedures are being followed; delegates branch staff duties; maintains acceptable level of non-sufficient fund fee waivers as determined by management; approves and performs customer transactions; opens and closes the branch; oversees maintenance and security of facility; resolves customer complaints.
Serves as subject matter expert and is able to perform all branch operational duties as needed including wire transfers, Notary duties, check verifications, teller line activities, all account opening and closing, vault maintenance, cross-sales and referrals.
Performs advanced banking duties including handling escalated customer complaints, responding to lending product/rate inquiries, taking consumer loan applications and completing required disclosures, and handling loan closure processing and communications.
Handles assigned branch administration and oversight duties including report generation, monitoring and interpretation; completion of branch audits; and vendor management (including selection, relationship management, performance metrics and accountability).
Understands and strives to meet individual, team and branch performance metrics and sales goals.
Facilitates teamwork and shared responsibility for success.
Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary.
Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification, and Webcapture system.
As directed, acts and branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
Qualifications and Skills Level 3:3-5 Years of banking experience is required.
Experience must include cash handling and customer service.
Experience as a supervisor, mentor or team leader is required.
Strong understanding of banking laws and regulations is required.
Notary Public is required.
NMLS number is required.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required.
Cleartouch, Nautilus, various government and investor software/web portals is preferred.
CRM is preferred.
Driver's license is required.
Physical Environment All Levels:While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in a retail bank setting.
Employee must be able to work days and hours that branch is open including weekends and overtime as needed.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties.
All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$34k-45k yearly est. 2d ago
Personal Banker - Liberty - Youngstown, OH
Wesbanco Bank Inc. 4.3
Personal banker job in Youngstown, OH
Back PersonalBanker - Liberty #24-8373 Youngstown, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Liberty Banking Center in Youngstown, OH.
Market Youngstown Work Hours per Week 40 Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.
Job Description
SUMMARY:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. PersonalBankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The PersonalBanker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The PersonalBanker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The PersonalBanker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The PersonalBanker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the PersonalBanker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
ESSENTIAL FUNCTIONS:
Excellent Customer Service
Business development (inside and outside)
Relationship building
Cross-selling of Bank's products and services
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other duties may be assigned.
OTHER SKILLS AND REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Youngstown, Ohio, United States
$30k-37k yearly est. 2d ago
Personal Banker II, Richmond
Dollar Bank, FSB 4.1
Personal banker job in Cleveland, OH
The PersonalBanker II plays a key role in providing exceptional customer service and building lasting relationships with clients. This position involves engaging in meaningful conversations to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions.
In addition to delivering personalized financial solutions, the PersonalBanker II participates in a comprehensive retail training program designed to develop the skills necessary for a consultative sales approach. This training ensures the ability to make informed recommendations that enhance the customer experience and support their financial goals.
Qualifications:
* High school diploma/GED required.
* College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required.
* Ability to travel as needed to training.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
* Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs.
* Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts.
* Perform teller transactions and other routine operational tasks, adhering to established branch operational processes and procedures.
* Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
* Arithmetic skills to count money accurately.
* Computer literacy to access account information and process transactions.
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Maintain a professional appearance and conduct yourself in a professional manner at all times.
* Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
$30k-35k yearly est. 2d ago
Relationship Banker - Part-time
First National Bank of Pennsylvania 4.5
Personal banker job in Bedford, OH
Primary Office Location:413 Northfield Road. Bedford, Ohio. 44146.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$23k-27k yearly est. 2d ago
Proprietary Equity Trader
T3 Trading Group 3.7
Personal banker job in Akron, OH
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$84k-155k yearly est. Easy Apply 60d+ ago
Personal Banker II
Civista Bank 3.9
Personal banker job in Wellington, OH
A PersonalBanker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.
Key Accountabilities, Responsibilities and Expectations:
Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience.
Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests.
Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship.
Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team.
Ensuring operational tasks are followed & completed daily.
Maintain cash levels and outages within the parameters of the established guidelines.
Constant, consistent communication internally and externally.
Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.
Requirements:
Qualifications, Knowledge and Skills:
3-5 years of previous teller experience required.
Excellent oral, written and presentation skills
Detail oriented with the ability to work under deadlines with frequent interruptions.
High School diploma or equivalent required.
Above average knowledge of technology and willingness to adapt to new software technologies.
Ability to work under deadlines with frequent interruption.
Physical Requirements:
Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
Work involves lifting and moving objects up to 50 lbs.
Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
Work involves some travel to attend meetings, training, and so forth.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this restricts management's right to assign or reassign duties and responsibilities to this position at any time.
Please see job description
PI281427476
Job distributed by JobTarget.
$30k-37k yearly est. 2d ago
Private Client Banker - Akron Square - Akron, OH
Jpmorgan Chase 4.8
Personal banker job in Akron, OH
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: **************************************************************************
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
$32k-72k yearly est. 42d ago
Universal Banker-Akron
Buckeye State Credit Union
Personal banker job in Akron, OH
Never worked for a Credit Union before?? No problem….
If you enjoy working with people, want to help others with their financial journey, and want the ability to be yourself while doing it, Buckeye State Credit Union is the place for you! As a Universal Banker, you will serve as a valued liaison between members and our credit union enthusiastically supporting the credit union's focus on member sales and service. We at Buckeye promote a caring, enjoyable work environment designed to support
you
. Who says work can't be fun? What You'll Do
Greet and welcome members and visitors to the credit union in a professional and friendly manner. Provide prompt, efficient, accurate, and caring service in the processing of transactions to gain member loyalty
Open new accounts, assist members with current account questions, and process new credit applications
Interview, gather background information/credit bureau reports and evaluate members and provide information on loan products and alternative products to best meet their needs.
Assist in processing loans through completion of loan application
Actively seeks out consultative sales opportunities and cross-sell opportunities and promotes credit union products and services based on member needs
Consistently meets or exceeds sales goals to support overall credit union financial goals ~Rewarded with generous uncapped incentive paid out quarterly
Complete a variety of transactions to serve members by receiving or paying out funds with a high degree of accuracy.
Assist members with account inquiries, account updating and changes to accounts.
Respond to members' requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance. Find a solution to the problem by incorporating a sales or service product
What You'll Need
High school diploma/GED required
1+ years of commission/incentive-based sales
2+ years of retail banking experience as a teller or customer contact/sales position
Ability to multi-task
Excellent customer service skills
Excellent oral and written communication
Excellent problem-solving skills
Core Values of Buckeye State Credit Union
Connect-We pull together; we relate; we energize
Simplify-We reduce friction; we make it easy
Adapt-We innovate; we are resilient
Pay Range-$20.00-$23.00/hour + quarterly uncapped sales incentive The Perks
Culture - Awarded as one of Northeast Ohio's top places to work 7 years running in 2019-2025. We offer an inclusive, engaging work experience where you can be unapologetically you. From our “Smart Casual” dress (yep you can wear jeans), music and movie theater popcorn in the branches, or even decorating your workstation your way, we want you to be you!
Buckeye is…
Scrappy-We are tenacious, focused, resilient. We're a credit union on a mission
Quirky-We are decidedly different. How we do banking is different than others
Cheerful-We know your name; we're happy to see our members. We're friendly and approachable
Personable-We treat our members like neighbors, not account numbers. Always offering a friendly face, not a robot voice.
Environment of Growth - We at Buckeye maintain a commitment to continuous improvement and both challenge and support our employees to increase their knowledge, skills, and capabilities through all phases of their careers. We invest in your success!
Benefits & Incentives - you will be eligible for medical, dental, vision, 401k match, Life Insurance, Short Term Disability, profit sharing, employment referral incentive, and uncapped incentive pay based on production; adding $10,000-$20,000/year to your salary.
$20-23 hourly 8d ago
Float Universal Banker
First Federal Lakewood 4.2
Personal banker job in Garfield Heights, OH
Full-time Description
The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch.
This is a float position that will assist the branches in the east region, including the Parma and Garfield Heights branches.
Level 1 Duties and Responsibilities:
Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.
As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Qualifications and Skills Level 1:
0-2 Years of banking experience is required.
Experience handling cash is required.
High School Diploma or equivalent is required.
Experience in customer service is preferred.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required (for float positions)
Level 2 Duties and Responsibilities:
On top of the duties listed in level 1, level 2 duties and responsibilities include:
Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
Monitors activities and acts as a resource for assigned staff; approves transactions; ensures procedures are being followed; monitors over/short reports. As needed, operates teller window following Branch Operation Guidelines, policies and procedures.
Maintains vault by ordering cash, distributing cash to assigned staff, and reconciling the vault; ensures adequate cash is available for customer transactions.
Opens and closes accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products.
Handles check verification and wire transfers as needed. Keeps up to date with related system and maintains wire transfer certification.
Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system.
Able to perform all branch opening and closing duties. Prepares, updates and monitors assigned reports in a timely manner and with accuracy.
Qualifications and Skills Level 2:
2-4 Years of banking experience is required. Experience must include cash handling and customer service. Experience handling cash is required.
0-2 years of experience as a supervisor, mentor or team leader is preferred.
Strong understanding of banking laws and regulations is required.
Notary Public is preferred.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required (for float positions)
Level 3 Duties and Responsibilities:
On top of the duties listed in level 1, and level 2, level 3 duties and responsibilities include:
Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations.
As needed and assigned, assists the Branch Manager in managing the specified bank branch; completes bank schedules; ensures reports are completed; ensures policies and procedures are being followed; delegates branch staff duties; maintains acceptable level of non-sufficient fund fee waivers as determined by management; approves and performs customer transactions; opens and closes the branch; oversees maintenance and security of facility; resolves customer complaints.
Serves as subject matter expert and is able to perform all branch operational duties as needed including wire transfers, Notary duties, check verifications, teller line activities, all account opening and closing, vault maintenance, cross-sales and referrals. Performs advanced banking duties including handling escalated customer complaints, responding to lending product/rate inquiries, taking consumer loan applications and completing required disclosures, and handling loan closure processing and communications.
Handles assigned branch administration and oversight duties including report generation, monitoring and interpretation; completion of branch audits; and vendor management (including selection, relationship management, performance metrics and accountability).
Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification, and Webcapture system.
As directed, acts and branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
Qualifications and Skills Level 3:
3-5 Years of banking experience is required. Experience must include cash handling and customer service.
Experience as a supervisor, mentor or team leader is required.
Strong understanding of banking laws and regulations is required.
Notary Public is required.
NMLS number is required.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required.
Physical Environment All Levels:
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in a retail bank setting.
Employee must be able to work days and hours that branch is open including weekends and overtime as needed.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$32k-38k yearly est. 1d ago
Universal Banker
Farmers Logo 2022
Personal banker job in Wooster, OH
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client.
Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis.
Coordinate daily with Branch Manager regarding sales and service operations.
Coach tellers to meet their daily sales referral goals and provide excellent customer service.
Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs.
Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration.
Prepare contracts; renew IRA Certificates and all related IRA transactions.
Open, redeem, and calculate interest on Certificates of Deposit.
Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day.
Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction.
Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately.
Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting.
Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market.
Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place.
Authority to open and close branch following proper security procedures
Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides.
Make outbound sales calls to current and prospective clients.
Run a teller window as needed.
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork.
Other duties as assigned
EDUCATION and/or EXPERIENCE:
High School diploma or General Education degree (GED); College degree preferred
Minimum of two (2) years retail banking experience as a teller or customer contact/sales position.
Minimum of one (1) year opening new accounts, sales and operations preferred.
Previous supervisory and sales experience highly preferred
OTHER SKILLS and ABILITIES:
Ability to lead and motivate a team and constant involvement in the bank's referral program.
Must have excellent judgment/decision making skills, time management and organizational skills
Ability to present a professional image and maintain a high level of personality and confidentiality
Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures
Strong knowledge of daily branch, vault and ATM operations.
Expected to exercise sound judgment in resolving client and/or employee issues
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
$50k yearly 55d ago
Universal Banker
Farmers National Bank of Canfield 4.7
Personal banker job in Brookfield Center, OH
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Strong knowledge of all bank products and services, to include features and benefits. Present various options and suggestions that best fit the needs of each client.
Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis.
Coordinate with assigned Branch Manager regarding sales and service operations.
Coach tellers to meet their daily sales referral goals and provide excellent customer service.
Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs.
Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration.
Prepare contracts; renew IRA Certificates and all related IRA transactions.
Open, redeem, and calculate interest on Certificates of Deposit.
Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day.
Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction.
Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately.
Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting.
Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market.
Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place.
Authority to open and close branch following proper security procedures
Authorization to sign official checks and CD's, not to exceed $50,000 and to complete STeller overrides.
Make outbound sales calls to current and prospective clients.
Run a teller window as needed.
Flexibility with work schedules to accommodate branch staffing requirements
Other duties as assigned
EDUCATION and/or EXPERIENCE:
High School diploma or General Education degree (GED); College degree preferred
Minimum of two (2) years retail banking experience as a teller or customer contact/sales position.
Minimum of one (1) year opening new accounts, sales and operations preferred.
Previous supervisory and sales experience highly preferred
OTHER SKILLS and ABILITIES:
Ability to lead and motivate a team and constant involvement in the bank's referral program.
Must have excellent judgment/decision making skills, time management and organizational skills
Ability to present a professional image and maintain a high level of personality and confidentiality
Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures
Strong knowledge of daily branch, vault and ATM operations.
Expected to exercise sound judgment in resolving client and/or employee issues
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (preferred)
Cash Handling (preferred)
Customer Service (preferred)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$50k yearly 2d ago
Float Universal Banker
First Mutual Holding Company
Personal banker job in North Ridgeville, OH
The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch.
This Universal Banker will float to the branches in our west region, including North Ridgeville, Avon, Avon Lake, North Olmsted, and Fairview Park.
Level 1 Duties and Responsibilities:Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits.
Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations.
Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products.
As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
Understands and strives to meet individual, team and branch performance metrics and sales goals.
Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.
As needed, performs basic opening and closing duties independently (including arming and disarming the branch).
Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits.
Follows all safety and security protocols and escalates issues appropriately.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Qualifications and Skills Level 1:0-2 Years of banking experience is required.
Experience handling cash is required.
High School Diploma or equivalent is required.
Experience in customer service is preferred.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required.
Cleartouch, Nautilus, various government and investor software/web portals is preferred.
CRM is preferred.
Driver's license is required (for float positions) Level 2 Duties and Responsibilities:On top of the duties listed in level 1, level 2 duties and responsibilities include:Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
Monitors activities and acts as a resource for assigned staff; approves transactions; ensures procedures are being followed; monitors over/short reports.
As needed, operates teller window following Branch Operation Guidelines, policies and procedures.
Maintains vault by ordering cash, distributing cash to assigned staff, and reconciling the vault; ensures adequate cash is available for customer transactions.
Opens and closes accounts and services with accuracy and in accordance to bank policies and applicable regulations.
Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products.
Handles check verification and wire transfers as needed.
Keeps up to date with related system and maintains wire transfer certification.
Understands and strives to meet individual, team and branch performance metrics and sales goals.
Facilitates teamwork and shared responsibility for success.
Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary.
Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system.
Able to perform all branch opening and closing duties.
Prepares, updates and monitors assigned reports in a timely manner and with accuracy.
Qualifications and Skills Level 2:2-4 Years of banking experience is required.
Experience must include cash handling and customer service.
Experience handling cash is required.
0-2 years of experience as a supervisor, mentor or team leader is preferred.
Strong understanding of banking laws and regulations is required.
Notary Public is preferred.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required.
Cleartouch, Nautilus, various government and investor software/web portals is preferred.
CRM is preferred.
Driver's license is required (for float positions) Level 3 Duties and Responsibilities:On top of the duties listed in level 1, and level 2, level 3 duties and responsibilities include:Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations.
As needed and assigned, assists the Branch Manager in managing the specified bank branch; completes bank schedules; ensures reports are completed; ensures policies and procedures are being followed; delegates branch staff duties; maintains acceptable level of non-sufficient fund fee waivers as determined by management; approves and performs customer transactions; opens and closes the branch; oversees maintenance and security of facility; resolves customer complaints.
Serves as subject matter expert and is able to perform all branch operational duties as needed including wire transfers, Notary duties, check verifications, teller line activities, all account opening and closing, vault maintenance, cross-sales and referrals.
Performs advanced banking duties including handling escalated customer complaints, responding to lending product/rate inquiries, taking consumer loan applications and completing required disclosures, and handling loan closure processing and communications.
Handles assigned branch administration and oversight duties including report generation, monitoring and interpretation; completion of branch audits; and vendor management (including selection, relationship management, performance metrics and accountability).
Understands and strives to meet individual, team and branch performance metrics and sales goals.
Facilitates teamwork and shared responsibility for success.
Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary.
Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification, and Webcapture system.
As directed, acts and branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
Qualifications and Skills Level 3:3-5 Years of banking experience is required.
Experience must include cash handling and customer service.
Experience as a supervisor, mentor or team leader is required.
Strong understanding of banking laws and regulations is required.
Notary Public is required.
NMLS number is required.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required.
Cleartouch, Nautilus, various government and investor software/web portals is preferred.
CRM is preferred.
Driver's license is required.
Physical Environment All Levels:While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in a retail bank setting.
Employee must be able to work days and hours that branch is open including weekends and overtime as needed.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties.
All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$34k-44k yearly est. 2d ago
Realtionship Banker
First National Bank of Pennsylvania 4.5
Personal banker job in Youngstown, OH
Primary Office Location:One Federal Plaza West. Youngstown, Ohio. 44503.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$24k-28k yearly est. 2d ago
Private Client Banker - Cleveland East Market - Solon, OH
Jpmorganchase 4.8
Personal banker job in Solon, OH
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: **************************************************************************
$32k-73k yearly est. Auto-Apply 7d ago
Universal Banker
Farmers Logo 2022
Personal banker job in Brookfield Center, OH
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Strong knowledge of all bank products and services, to include features and benefits. Present various options and suggestions that best fit the needs of each client.
Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis.
Coordinate with assigned Branch Manager regarding sales and service operations.
Coach tellers to meet their daily sales referral goals and provide excellent customer service.
Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs.
Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration.
Prepare contracts; renew IRA Certificates and all related IRA transactions.
Open, redeem, and calculate interest on Certificates of Deposit.
Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day.
Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction.
Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately.
Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting.
Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market.
Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place.
Authority to open and close branch following proper security procedures
Authorization to sign official checks and CD's, not to exceed $50,000 and to complete STeller overrides.
Make outbound sales calls to current and prospective clients.
Run a teller window as needed.
Flexibility with work schedules to accommodate branch staffing requirements
Other duties as assigned
EDUCATION and/or EXPERIENCE:
High School diploma or General Education degree (GED); College degree preferred
Minimum of two (2) years retail banking experience as a teller or customer contact/sales position.
Minimum of one (1) year opening new accounts, sales and operations preferred.
Previous supervisory and sales experience highly preferred
OTHER SKILLS and ABILITIES:
Ability to lead and motivate a team and constant involvement in the bank's referral program.
Must have excellent judgment/decision making skills, time management and organizational skills
Ability to present a professional image and maintain a high level of personality and confidentiality
Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures
Strong knowledge of daily branch, vault and ATM operations.
Expected to exercise sound judgment in resolving client and/or employee issues
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
$50k yearly 60d+ ago
Float Universal Banker
First Federal Lakewood 4.2
Personal banker job in North Ridgeville, OH
Full-time Description
The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch.
This Universal Banker will float to the branches in our west region, including North Ridgeville, Avon, Avon Lake, North Olmsted, and Fairview Park.
Level 1 Duties and Responsibilities:
Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.
As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Qualifications and Skills Level 1:
0-2 Years of banking experience is required.
Experience handling cash is required.
High School Diploma or equivalent is required.
Experience in customer service is preferred.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required (for float positions)
Level 2 Duties and Responsibilities:
On top of the duties listed in level 1, level 2 duties and responsibilities include:
Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
Monitors activities and acts as a resource for assigned staff; approves transactions; ensures procedures are being followed; monitors over/short reports. As needed, operates teller window following Branch Operation Guidelines, policies and procedures.
Maintains vault by ordering cash, distributing cash to assigned staff, and reconciling the vault; ensures adequate cash is available for customer transactions.
Opens and closes accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products.
Handles check verification and wire transfers as needed. Keeps up to date with related system and maintains wire transfer certification.
Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system.
Able to perform all branch opening and closing duties. Prepares, updates and monitors assigned reports in a timely manner and with accuracy.
Qualifications and Skills Level 2:
2-4 Years of banking experience is required. Experience must include cash handling and customer service. Experience handling cash is required.
0-2 years of experience as a supervisor, mentor or team leader is preferred.
Strong understanding of banking laws and regulations is required.
Notary Public is preferred.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required (for float positions)
Level 3 Duties and Responsibilities:
On top of the duties listed in level 1, and level 2, level 3 duties and responsibilities include:
Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations.
As needed and assigned, assists the Branch Manager in managing the specified bank branch; completes bank schedules; ensures reports are completed; ensures policies and procedures are being followed; delegates branch staff duties; maintains acceptable level of non-sufficient fund fee waivers as determined by management; approves and performs customer transactions; opens and closes the branch; oversees maintenance and security of facility; resolves customer complaints.
Serves as subject matter expert and is able to perform all branch operational duties as needed including wire transfers, Notary duties, check verifications, teller line activities, all account opening and closing, vault maintenance, cross-sales and referrals. Performs advanced banking duties including handling escalated customer complaints, responding to lending product/rate inquiries, taking consumer loan applications and completing required disclosures, and handling loan closure processing and communications.
Handles assigned branch administration and oversight duties including report generation, monitoring and interpretation; completion of branch audits; and vendor management (including selection, relationship management, performance metrics and accountability).
Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification, and Webcapture system.
As directed, acts and branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
Qualifications and Skills Level 3:
3-5 Years of banking experience is required. Experience must include cash handling and customer service.
Experience as a supervisor, mentor or team leader is required.
Strong understanding of banking laws and regulations is required.
Notary Public is required.
NMLS number is required.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required.
Physical Environment All Levels:
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in a retail bank setting.
Employee must be able to work days and hours that branch is open including weekends and overtime as needed.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$32k-37k yearly est. 9d ago
Universal Banker
Farmers National Bank of Canfield 4.7
Personal banker job in Niles, OH
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client.
Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis.
Coordinate daily with Branch Manager regarding sales and service operations.
Coach tellers to meet their daily sales referral goals and provide excellent customer service.
Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs.
Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration.
Prepare contracts; renew IRA Certificates and all related IRA transactions.
Open, redeem, and calculate interest on Certificates of Deposit.
Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day.
Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction.
Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately.
Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting.
Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market.
Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place.
Authority to open and close branch following proper security procedures
Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides.
Make outbound sales calls to current and prospective clients.
Run a teller window as needed.
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork.
Other duties as assigned
EDUCATION and/or EXPERIENCE:
High School diploma or General Education degree (GED); College degree preferred
Minimum of two (2) years retail banking experience as a teller or customer contact/sales position.
Minimum of one (1) year opening new accounts, sales and operations preferred.
Previous supervisory and sales experience highly preferred
OTHER SKILLS and ABILITIES:
Ability to lead and motivate a team and constant involvement in the bank's referral program.
Must have excellent judgment/decision making skills, time management and organizational skills
Ability to present a professional image and maintain a high level of personality and confidentiality
Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures
Strong knowledge of daily branch, vault and ATM operations.
Expected to exercise sound judgment in resolving client and/or employee issues
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (required)
Cash Handling (required)
Customer Service (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$50k yearly 2d ago
Relationship Banker
First National Bank of Pennsylvania 4.5
Personal banker job in Hubbard, OH
Primary Office Location:39 W. Liberty Street. Hubbard, Ohio. 44425.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$23k-27k yearly est. 2d ago
Universal Banker
Farmers Logo 2022
Personal banker job in Niles, OH
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client.
Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis.
Coordinate daily with Branch Manager regarding sales and service operations.
Coach tellers to meet their daily sales referral goals and provide excellent customer service.
Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs.
Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration.
Prepare contracts; renew IRA Certificates and all related IRA transactions.
Open, redeem, and calculate interest on Certificates of Deposit.
Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day.
Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction.
Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately.
Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting.
Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market.
Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place.
Authority to open and close branch following proper security procedures
Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides.
Make outbound sales calls to current and prospective clients.
Run a teller window as needed.
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork.
Other duties as assigned
EDUCATION and/or EXPERIENCE:
High School diploma or General Education degree (GED); College degree preferred
Minimum of two (2) years retail banking experience as a teller or customer contact/sales position.
Minimum of one (1) year opening new accounts, sales and operations preferred.
Previous supervisory and sales experience highly preferred
OTHER SKILLS and ABILITIES:
Ability to lead and motivate a team and constant involvement in the bank's referral program.
Must have excellent judgment/decision making skills, time management and organizational skills
Ability to present a professional image and maintain a high level of personality and confidentiality
Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures
Strong knowledge of daily branch, vault and ATM operations.
Expected to exercise sound judgment in resolving client and/or employee issues
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
How much does a personal banker earn in Hudson, OH?
The average personal banker in Hudson, OH earns between $27,000 and $49,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Hudson, OH
$37,000
What are the biggest employers of Personal Bankers in Hudson, OH?
The biggest employers of Personal Bankers in Hudson, OH are: