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Relationship Banker - Kansas City West Market
Bank of America Corporation 4.7
Personal banker job in Lawrence, KS
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$35k-41k yearly est. 6d ago
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Proprietary Equity Trader Position
T3 Trading Group 3.7
Personal banker job in Kansas City, KS
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structure
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-117k yearly est. Easy Apply 60d+ ago
Private Banker II
Busey Bank 4.5
Personal banker job in Kansas City, MO
The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.
Duties & Responsibilities
Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
Leverage centers of influence and develop new relationships through prospecting and building community networks.
Drive deposit growth and wealth management opportunities.
Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy.
Proactively monitor current Private Banking portfolio, including tracking and testing loan/financial covenants and assist in the clearing of exceptions.
Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services.
Monitor renewals and maturities as well as gather updated documents from clients.
Order inspections, review /budget, administer draw and funding process for Private Banking construction loans.
Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.
Collaborate with the Digital Banking team to open new and service existing client accounts.
Education & Experience
Knowledge of:
Private Banking loan and deposit products and services.
Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
Experience in consumer lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.
Strong financial analysis and credit underwriting skills.
Ability to analyze and understand personal financial statements and tax returns.
Strong oral and written communication skills
Strong sales and client service skills
Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
High Level of Retail and Business Banking customers and trends
Ability to:
Make independent decisions
Analyze and interpret numerical data
Perform duties and make decisions under frequent time pressures
Education and Training:
Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
2+ years of banking or management experience required
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $98,000- $130,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$98k-130k yearly Auto-Apply 13d ago
Eastern Rail Trader
Louis Dreyfus Company 4.9
Personal banker job in Kansas City, MO
Louis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span the entire value chain from farm to fork, across a broad range of business lines, we leverage our global reach and extensive asset network to serve our customers and consumers around the world. Structured as a matrix organization of six geographical regions and ten platforms, Louis Dreyfus Company is active in over 100 countries and employs approximately 18,000 people globally.
Job Description
This position is responsible for the origination of and logistics coordination of rail grains and oilseeds into LDC's export terminals, river terminals and processing assets.
Primary Responsibilities/Essential Functions
Gather news, statistics and information related to individual commodity supply and demand from customers and trade sources, and distribute that information to the remainder of the group to support overall strategic trading/positioning (i.e., contributes to research function).
Proposes and take new SE rail trade opportunities based on collected information.
Stay abreast of market developments, ensuring timely group updates & interpretation of market data
Use historical information to analyze pricing trends and project forward market pricing outlook
Engages in trade and balance sheet discussions around premium and flat price positions
Ensure positions are accurately reported and daily P&L's tie out
Works closely with Burns Harbor, Export Group, and ethanol group to define origination strategy & ensure regional alignment
Active participant in discussion around US corn premium positioning.
Manage the implementation & execution of the US corn premium/basis strategy with a focus on Southeast flows.
Receives rail applications from third parties and manages the trains timely billing to destinations.
Responsible for billing of all trains, internal or third party, or determining designated billing party if LDC does not bill the train.
Communicate with country rail terminals daily with goal of buying and increasing grain purchases.
Devise and execute origination strategies for commodities.
Works to achieve “last right of refusal” relationships with various Co-ops and commercials elevators
Compose regular market wires, position updates and strategy plans.
Build and strengthen long term relationships with customer base, attending industry sponsored events and customer visits.
Additional Responsibilities
Ensure contracts are entered and fills/ settlements are completed timely.
Works with execution, and A/P group to ensure prompt payment of invoices. Assists in the resolution of execution questions.
Qualifications
Education:
Basic qualifications:
Bachelor's Degree
Preferred qualifications:
Degree in Agricultural Economics, Agriculture Business or related degree
Experience
The following are required:
5+ years of experience in an agribusiness firm in a merchandising or trading capacity
Thorough understanding of grain markets, basis trading and rail logistics
Three or more years of direct position ownership & experience with logistics management
Knowledge/Skills/Abilities (including any physical demands)
Basic qualifications:
Demonstrated strong negotiating skills and commercial understanding combined with the right commercial attitude and results orientation
Capability to consolidate global and domestic market drivers into a point of view and executable trading strategy
Strong analytical skills and the ability to select relevant information from a flow of information (distinction between main and side issues)
Demonstrated ability to manage trading risks
Knowledge of demurrage/despatch concepts
Familiarity with current commodity transportation issues
Proficiency with MS Excel, database administration and online systems/websites
Knowledge of fundamentals of grain accounting, basis/flat price trading and futures markets
Knowledge/Ability to set up accruals for freight, costs, demurrage, etc.
Strong organization skills & the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines
Thorough knowledge of futures markets, hedging and arbitrage
Strong written and verbal communication skills
Must be a motivated self-starter
Preferred qualifications:
Strong organizational skills, and the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines.
Experience utilizing and reviewing reports within Power BI.
Additional Information
Equipment Used
Typical office equipment: PC, workstations, telephone, and fax machine.
Working Conditions
Typical climate-controlled office environment. Extensions of regular working hour are occasionally necessary to complete time-sensitive projects, attend training or to respond to emergencies which may include weekends.
Employee Supervision
May lead or supervise a few junior merchandising staff members.
Decision Making/Accountability
Prioritizes work schedule to meet deadlines and continuously adjusts priorities to resolve unexpected issues; processes a variety of information and data to devise and execute trading strategies; negotiates with trade counterparts to maximize corporate returns; advises and recommends trading strategies, assesses risk pertaining to buying and selling and negotiates contract terms with clients; consults with supervisor regarding unusual problems or occurrences.
What We Offer
We provide a dynamic and stimulating international environment, which will stretch and develop your abilities and channel your skills and expertise with outstanding career development opportunities in one of the largest and most solid private companies in the world.
- Comprehensive benefits program including medical, dental and vision care coverage, flexible spending account plans, employee assistance program, life insurance and disability coverage
- 401k with Company Match
- Family Friendly Benefits including childbirth and parental leave, fertility and family building benefits
- Paid Time Off (PTO) and Paid Holidays
- Flexible work available (not applicable to all roles)
Diversity & Inclusion
LDC is driven by a set of shared values and high ethical standards, with diversity and inclusion being part of our DNA. LDC is an equal opportunity employer committed to providing a working environment that embraces and values diversity, equity and inclusion.
LDC encourages diversity, supports local communities and environmental initiatives. We encourage people of all backgrounds to apply.
Equal employment opportunity (EEO)
Louis Dreyfus Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Sustainability
Sustainable value is at the heart of our purpose as a company.
We are passionate about creating fair and sustainable value, both for our business and for other value chain stakeholders: our people, our business partners, the communities we touch and the environment around us
$67k-118k yearly est. 5h ago
Branch Banker
Lead Bank 3.8
Personal banker job in Kansas City, MO
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.
We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.
Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do.
As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve.
To thrive in this role, you must:
* Demonstrate the ability to adapt to a fast-paced environment, multitasking when required while also showing great attention to detail
* Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations
* Show curiosity, show humility, be open to new ideas and approach your work with a growth mindset
* Are a team player and enjoy working with people to achieve the best and most efficient result
* Show a strong accountability and group responsibility for the customers we serve, taking on and performing tasks
In this role you will:
* Complete online banking enrollment and check orders on client's behalf
* Issue debit and credit cards; troubleshoot denials; initiate fraud claims
* Process funds transfers (internal, ACH, wire)
* Troubleshoot and resolve online banking issues clients may experience
* Verify personal and business identification documents (CIP/KYC) and archive paperwork
* Process new online account applications
* Provide a seamless digital client experience through live chats, emailed requests, and website form inquiries
* Provide ongoing client support to further business or enhance client account productivity
* Become a Lead Bank product knowledge expert. Educate clients and new hires on specifics of our financial service offerings
* Utilize CRM (Customer Relationship Management) system
* Perform other duties as assigned
Qualifications:
* Bank Teller experience is preferred, but not required
* Excellent client service skills
* Embody the growth mindset and bring a self-driven and self-starter mentality to your work
* Brings communication skills that help you understand client needs
* Thrives in social situations
* Able to complete assigned tasks to perform duties required
What we offer:
* Competitive compensation based on experience, geographic location, and role
* Medical, Dental, Vision, Life, 401k matching, and Disability benefits
* Flexible vacation policy, plus three mental health days and your birthday off
* A challenging and fulfilling opportunity to join one of the most experienced teams in banking and fintech
* A fun team-oriented environment where your career will be supported
* Dress For Your Day dress code
* Hours: Monday-Friday 8:30am to 6:30pm Saturday (Rotating Schedule) 8:30am-12:30pm
* Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$35k-42k yearly est. 53d ago
Private Client Banker - KC West Market - Olathe, KS
JPMC
Personal banker job in Olathe, KS
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: **************************************************************************
$37k-65k yearly est. Auto-Apply 60d+ ago
Banker - Overland Park
Central Bancompany
Personal banker job in Overland Park, KS
What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being.
* Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals.
* Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner.
* Educate customers on banking tools, services, and digital platforms to enhance their banking experience.
* Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products.
* Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care.
* Process financial transactions, ensuring accuracy and adherence to policies.
* Balance assigned cash drawer and research any discrepancies as needed.
* Make referrals to other lines of business for traditional and non-traditional banking products and services.
* Maintain knowledge of all bank products, services, and promotions to effectively assist customers.
* Make outbound sales calls to prospects and existing customers
* Meet or exceed daily/weekly calls and sales targets
Central Bank Offers This:
* Competitive compensation tailored to your experience and skills.
* Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance
* 401(k) Savings Plan with company contributions:
* Automatic 4% company contribution-no employee contribution required.
* 50% match on the first 6% you contribute.
* 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually!
* Tuition Reimbursement to help you pursue your educational goals and career advancement.
* Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority!
About Central Bank
At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals.
Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals.
Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together.
You've Got This:
* Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services
* Proven ability to meet sales goals and thrive in a result-driven environment
* Prior cash handling and customer service experience preferred
* Strong attention to detail and a high degree of accuracy
* Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers
* Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency
* Strong time management, problem-solving, and organizational skills
* Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates.
* Ability to handle confidential information with discretion
* Willingness to assume additional responsibilities as needed
* Ability to stand for long periods of time and life 20 lbs.
$37k-65k yearly est. 46d ago
Financial Services Representative
Worldacceptance
Personal banker job in Grandview, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $16-$18
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$16-18 hourly Auto-Apply 54d ago
**CDD Bank ~ Literacy KC
Center for Developmentally Disabled 3.8
Personal banker job in Kansas City, KS
To all of our Literacy KC referrals, thank you for your interest in employment at Center for Developmental Disabilities (CDD.) Hopefully, Stacy Williams referred you to this link. To work for CDD, one must present proof of education (photocopy of a High School Diploma, G.E.D., or better,) proof of auto insurance, and a Missouri Class E or Kansas Class C License if you're 21 or older. As soon as you receive an email confirming your application was received, please reach out to me so we can set you up for an interview and/or discuss our current list of open positions. We are so excited to talk to you! HR Recruiting 9150 E. 41
st
Terrace ~ Kansas City, MO 64133 **************, ext. 212 *****************
$39k-46k yearly est. Easy Apply 60d+ ago
Part Time (20 Hours) Associate Banker, (New Build) Naismith and W 23rd Branch, Lawrence, KS.
Jpmorganchase 4.8
Personal banker job in Lawrence, KS
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$28k-33k yearly est. Auto-Apply 4d ago
220 PERSONAL BANKERS - UNIVERSAL BANKER 2 - BILINGUAL
Bank of Labor 3.8
Personal banker job in Kansas City, KS
UNIVERSAL BANKER 2 - BILINGUAL Has responsibility to meet or exceed the required expectations of our "ESP" (Exceptional Service Provider) program (refer to the Employee Handbook). Under direct supervision and in accordance with established policies and procedures, the successful candidate performs a variety of duties ensuring the smooth operation in the Retail area. These responsibilities include performing numerous activities associated with the teller and personal banking functions. The employee's work influences the professional image of the Bank within the community it serves.
KNOWLEDGE, SKILLS & ABILITIES REQUIRED:
Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions.
Specialized training in basic principles or techniques in specific areas such as, customer service, personal computers, teller/personal banking is necessary.
Minimum educational requirement includes a high school degree or equivalent with prior sales and customer service experience in a retail banking environment; a college degree is preferred.
2-year Teller experience required.
2-year PersonalBanker experience required.
Previous background in direct sales and a proven track record in a sales goal/ incentive environment will enhance the performance of this job.
Demonstrated proficiency in interpersonal communications, verbal and written, is mandatory. This position requires daily interaction with employees, clients and vendors; concise communication, translation and interpretation of various concepts are critical.
Proficiency in the Spanish/English languages required (verbal, intercommunications, written, etc.)
A thorough knowledge of the procedures and polices related to the smooth functioning of the teller, personal banking, overdraft protection/safe deposit area and a working knowledge of the on-line computer system for information retrieval by using a CRT or teller terminal is necessary.
Employee should have an understanding of compliance with Federal & State laws governing teller, personal banking, and overdraft protection/safe deposit areas.
Attention to detail required.
Previous demonstrated ability to work independently with little direct supervision.
Required registration on the federal Nation-wide Mortgage Licensing System (NMLS) Registry
PRIMARY RESPONSIBILITIES / EXPECTATIONS (Weighting cannot exceed 100%; Each % represents the value of the job, not time spent):
Job Performance Behaviors: Contributing to organization success, job effectiveness, relationships and customer satisfaction. (Weighting Percentage: 20%)
As Substitute Teller this individual (Weighting Percentage: 30%):
Assists in the daily operation of the facility.
Maintains compliance with security policies and procedures of the bank.
Provides service to clients by accepting deposits, verifying cash, and issuing receipts for checking and savings accounts.
Cashes checks by verifying endorsements, obtaining approvals for cash transactions, and referring clients to supervisor, manager or officer when appropriate.
Performs other teller duties such as accepting loan and utility payments, issuing official checks and money orders, selling gift cards, processing cash advances on credit cards, and redeeming savings bonds.
Prepares individual daily settlements of teller cash and proof transactions.
Performs the role of the Vault Teller in the absence of a Lead Teller at the branch.
Coordinates and/or performs surprise cash audits with Lead Teller and/or branch management.
As Substitute PersonalBanker this individual (Weighting Percentage: 50%)
Assists clients and branch personnel, by opening and processing various types of accounts.
Consults with clients regarding specific deposit account needs.
Quotes rates, service charges, restrictions and other relevant information about the accounts.
Prepares paperwork for opening new accounts.
Prepares required documentation to initiate wire transfers to ensure appropriate approval(s) are obtained, documentation has been forwarded to the Controller and finally confirmation the request was executed.
Prepares necessary paperwork required for account maintenance.
Supervise processes to include gathering information for review and perform audits with branch management for the CAP process for the branch.
Reports to management include new account, new product/services, referrals, exceptions for the branch and other reports as assigned.
Thorough and demonstrated knowledge of bank products, services, processes, policies and guidelines.
In the absence of management in the branch, will be accountable to address questions, complaints, etc. and to determine best course of action to resolve.
2nd on call list for alarm notification at the branch.
Responds to client inquiries regarding account status, researches problems with accounts, and resolves error whenever needed.
Has a thorough understanding of all retail loan and value added products.
Will accept loan applications, communicate loan decisions and close installment, heloc and all consumer loans.
Provides account verification on information received from various sources when properly authorized by client.
Capitalizes on opportunities to cross-sell additional bank services (Trust, Investments, and Loans) and makes referrals to appropriate department.
Maintains a high degree of accuracy on all documentation, high proving percentage and low difference.
SECONDARY RESPONSIBILITIES:
Other duties as assigned or deemed necessary by management to ensure a continuous workflow of daily operations.
PHYSICAL REQUIREMENTS:
Standing (80%), lifting up to 20 lbs. (5%), repetitive motion (80%), sitting (10%)
$27k-32k yearly est. 60d+ ago
Universal Banker
Kendall Bank 4.5
Personal banker job in Overland Park, KS
Are you a proactive, friendly, persuasive person? Do you love to move fast and juggle several projects? Are you known for producing excellent, polished work? Do you enjoy ensuring that every client has a completely positive experience? If so, we may have the perfect role for you to achieve your professional goals alongside other proven winners.
The Universal Banker is the primary bank / brand ambassador who is often the first contact in the bank or over the phone. Performs retail branch duties - process transactions efficiently, professionally, and accurately; identifies client needs; promotes bank products and services; maintain and accurately balances teller cash drawer or recycler; open and close all depository accounts; assist with night depository, vault, and ATM duties, assist with management of loan portfolio.
This position is responsible for supporting business and product plans for the Treasury Services Department, working with the sales team to onboard new clients. This may entail opening new accounts, setting up business online banking and other treasury products including authorities. Provides ongoing support to clients as needed. Ensures risk reviews are completed timely. May support client education and annual updates. May prepare quarterly management reports. Leads and encourages a positive working environment with a can-do and collaborative focus which fosters our Mission, Vision and growth plans. Adheres to all bank established policies, procedures, and overall banking/compliance regulations.
ESSENTIAL OBJECTIVES / FUNCTIONS & RESPONSIBILITIES / DUTIES
Answer the main bank number or greet clients, prospects or vendors in person. Maintains visitor log. Refers to other bank personnel as needed to provide extraordinary service.
Proficiently performs basic transactions and tasks including but not limited to: accept and process deposits, withdrawals, transfers, check cashing, loan payments and advances.
Ensure proper Client Identification (CIP) and Bank Secrecy (BSA) procedures are followed.
Maintain proper cash levels and keep cash secure at all times. Accurately balance drawer, vault and report variations in accordance with bank policy.
Process daily teller capture, verifying accuracy of scanned documents including endorsements.
Handle coin which requires bending and lifting.
Open and close all depository accounts including personal and business accounts.
Perform maintenance on accounts to include password resets and debit card limits among others.
Initiate onboarding of new clients, including account opening, or additional products for existing clients. May include online banking, bill payment, wire origination, RDC, ACH origination, positive pay, Sweeps.
Prepare or update client call notes so that lenders and management are aware of client interactions.
Participate in risk assessment activities and verify that ongoing risk triggers and policy exceptions are tracked, mitigated, and reported appropriately.
Be a solutions provider for all client treasury management needs; Make recommendations and/ or resolve complex client service issues.
Maintain up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
Represent the Bank in a highly professional manner.
Maintain confidentiality; adhere to Kendall Bank policies and procedures; comply with State and Federal laws and regulations, and industry best practices.
Reliable and predictable attendance.
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential responsibility / duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the functions
.
EDUCATION AND / OR EXPERIENCE
Demonstrated success as a Client Services Specialist (sometimes referred to as "Teller") in a commercial bank strongly preferred; previous cash handling preferred
One or more years prior experience in similar role preferred.
A combination of education and experience may be considered.
Proven organizational skills and demonstrated success in a multi-task environment.
High School diploma or equivalent.
KNOWLEDGE, SKILLS, AND ABILITIES
Demonstrate high level of decision-making skills; ability to demonstrate innovation, critical thinking, and problem-solving skills.
Demonstrate well developed verbal and written communication skills; strong interpersonal skills are necessary to work with clients and internal team members.
Attention to detail and follow through for task completion.
$27k-33k yearly est. 60d ago
Universal Banker
Oakstar Bank 4.2
Personal banker job in Shawnee, KS
The Universal Banker is a versatile banking professional responsible for providing a wide range of services to customers, including opening accounts, account management, processing teller transactions, and cross-selling bank products. This role combines the responsibilities of both a Teller and a Banker, offering an opportunity to develop relationships with customers while addressing their full range of banking needs. The Universal Banker is a key point of contact for customers, ensuring high-quality service and efficient banking operations.
ESSENTIAL DUTIES
• Greet and assist customers in a friendly and professional manner, creating a positive banking experience.
• Build and maintain strong relationships with customers by understanding their financial needs and providing personalized banking solutions.
• Resolve customer inquiries, concerns, and account issues efficiently, ensuring customer satisfaction.
• Assist customers with opening new accounts, including checking, savings, certificates of deposit (CDs), Individual Retirement Accounts (IRAs), and other types ensuring compliance with bank policies and regulatory requirements.
• Guide customers through account options and services, helping them select the best products to meet their needs.
• Support customers in managing and maintaining their accounts, such as updating personal information, issuing debit cards, and assisting with account closures.
• Perform routine teller functions, including processing deposits, withdrawals, money transfers, and other transactions with accuracy and attention to detail. Handle cash and negotiable instruments, ensuring that all transactions are processed securely and efficiently.
• Balance your cash drawer at the end of each day, ensuring that all transactions are accurately recorded.
• Promote and cross-sell bank products and services, such as credit cards. Identify customers' financial needs and refer them to the appropriate department for additional loan products or financial services.
• Maintain knowledge of current banking products and services to effectively inform customers and offer tailored solutions.
• Adhere to all security procedures to prevent fraud and protect customer information.
• Address and resolve customer complaints or concerns promptly and professionally, ensuring customer satisfaction. Escalate complex issues to the Retail Manager or other management as necessary.
• Collaborate with branch team members to meet branch goals and contribute to a positive, team-oriented work environment.
• Assist in branch operations as needed, including supporting branch openings/closings, maintaining the branch's appearance, and serving as a resource for tellers by providing guidance, support, and training.
SECONDARY DUTIES
The Universal Banker performs duties specific to the position and other functions as assigned.
RESPONSIBILITIES
• Ensure compliance with all bank policies and procedures, as well as all applicable state and federal banking regulations.
• Treat people with respect, keep commitments, inspire the trust of others, work ethically and with integrity, uphold the bank's values, and accept responsibility for one's own actions.
• Demonstrate knowledge of and adherence to EEO policy, show respect and sensitivity for cultural differences, educate others on the value of diversity, promote a working environment free of harassment of any type, and value a diverse workforce.
• Follow policies and procedures, complete tasks accurately and on time, support the bank's goals and values, and benefit the bank through outside activities.
• Perform the position safely, without endangering the health or safety of yourself or others, and report potentially unsafe conditions to management. Comply with occupational safety and health standards and all rules, regulations, and orders issued pursuant to the OSHA Act of 1970 that are applicable to one's position at the bank.
• Possess and maintain a current driver's license and a vehicle with appropriate insurance coverage. Both are required to drive while performing assigned duties and responsibilities.
• Possess and maintain adequate skills in computer operation, including email, word processing, spreadsheet, and specialty software programs.
• Possess and maintain adequate typing skills to meet the needs of the position.
• Possess and maintain adequate math skills to meet the needs of the position. This may include the ability to count currency and coin, calculate interest, balance accounts, add, subtract, multiply, and locate routine mathematical errors.
• Practice effective and efficient organizational and time management skills.
• Be able to work with general supervision while performing duties.
• Use effective oral, written, and interpersonal communication skills. This includes the ability to apply common sense when carrying out instructions, interpreting documents, understanding procedures, writing reports and correspondence, and speaking clearly to customers and employees.
• Be able to deal with routine problems involving multiple facets and variables in standardized situations.
SUPERVISOR RESPONSIBILITY
The Universal Banker is not responsible for the supervision of any employee(s).
ENVIRONMENT, PHYSICAL & MENTAL DEMANDS
The environment for this position is primarily a non-confined office-type setting in which employees are free to move about at will. This environment may include some minor annoyances, such as noise, odors, drafts, temperatures, etc.
Physical demands include writing, typing, speaking, listening, lifting (up to 25 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting, walking, standing, squatting, kneeling, and reaching.
Mental demands include analytical reasoning, reading and understanding documents or instruments, performing detailed work, following directions, problem solving, providing effective customer or employee communication, performing accurate math calculations, understanding language, engaging in effective verbal and written communication, enduring stress, conducting multiple concurrent tasks, and withstanding constant interruptions.
Physical and mental demands also include correct usage of the following equipment: telephones, cellular phones, copy and fax machines, adding machines or calculators, encoders, money counters, credit card terminals, postage machines, cash recyclers, vaults, computers, and related printers.
Work environment characteristics, physical demands, and mental demands are representative of those an employee encounters while performing the essential functions of this job and represent the knowledge, skill, and/or ability required to perform the job in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Management reserves the right to change this position description at any time according to business needs.
Qualifications
QUALIFICATIONS
These qualifications are general guidelines normally considered essential to the satisfactory performance of this position. The specifications listed below are representative of the knowledge, skill, and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviations from these qualifications.
• High school diploma or equivalent certification.
• 2+ years of experience in customer service, sales, or banking (preferred).
• Experience in cash handling and basic financial services.
• Strong knowledge of banking terminology, products, services, and regulatory requirements.
• Strong attention to detail with intermediate mathematical skills.
• Proven ability to build and maintain customer relationships.
• Excellent communication and interpersonal skills, with the ability to engage customers and work well within a team.
• Intermediate knowledge of state and federal banking compliance regulations and banking operational policies.
• Ability to sit or stand for extended periods of time.
• Ability to identify customer needs and cross-sell bank products effectively.
• Strong attention to detail, organizational skills, and problem-solving abilities.
• Ability to handle sensitive customer information with discretion and confidentiality.
• Proficient computer skills, including proficiency in the Microsoft Office Suite and banking software.
$27k-33k yearly est. 15d ago
Retail Relationship Banker
Community National Bank 4.2
Personal banker job in Overland Park, KS
Organization: Community National Bank was founded in 1984 by a group of individuals in Nemaha County, Kansas with diverse local ownership with decisions made on a local level.
Delivers exceptional customer service to CNB customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interest of the customers. Works collaboratively within the location and with CNB partners and other CNB locations to deliver the desired customer experience and achieve overall business objective.
Major Duties:
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and future opportunities
Engage customers to have a full holistic conversation to help identify financial solutions and preferred banking channels while recommending and addressing both products and service needs (e.g. checking, saving, CD, money market, online banking, debit cards, credit cards, lending solutions, home financing (including small business needs and or commercial needs)
Offer clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple and fast.
Support customer teller transactions needs based on customer traffic
Engage customers to grow CNB business by reaching out, generating appointments, and building new relationships with the community
Addresses questions and resolves issues raised through our audits and or operation department findings and ensure accurate data entry and lending recommendation in compliance with legal and regulatory requirements and lending policies and processes.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principals set up by the Banks policies and procedures.
Acts as a key member of a collaborative and versatile location and market
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer needs and provide strategic advice.
Organizes work information to ensure accuracy and completeness
Takes the initiative to find creative approaches that make each customer's experience feel personal
Looks for ways to contribute to the ongoing improvement of the overall location customer service experience
Contributes to business results and overall experience delivered in the location
May work at multiple locations based on market needs: work schedule may differ from week to week in terms of days worked, hours and schedule interest
Follows through on risk and compliance processes and policies to ensure we safeguard our customers asset, maintain their privacy.
Maintain current knowledge of personal banking products, services, practices, and trends and integrates into customer conversations.
Maintain complete knowledge of how to open, close or conduct maintenance on accounts on the system
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
Complies with legal and regulatory requirements for the jurisdiction
Protects the Banks assets in compliance with regulatory, legal, and ethical requirements
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
Analyzes issues and determines next steps
Broader work or accountabilities may be assigned as needed.
Makes outbound calls to existing customers and prospects
Ability to conduct outside business calls
General Responsibilities:
Support CNB's strong relationship culture through quality customer service and superior product knowledge
Provide superior customer service by resolving problems efficiently and responding timely
Identify and implement solutions to problems in general and urgent matters
Actively seek to add and enhance knowledge regarding developments and current trends in the industry
Seek counsel of supervisor on financial concerns or other issues as appropriate
Work collaboratively with staff to maintain a team environment
Flexible to accept additional assignments as requested by leadership
Cross train for other positions to cover when necessary
Professionalism while representing CNB (onsite, professional and community events and via communications)
Participate and attend meetings as requested
Recommend policies and procedures as it relates to area of responsibility
Timely responses to inquiries for information to customers, staff and vendors
Answer telephone calls and provide a prompt response
Follow CNB's policies and procedures
Other duties as assigned
Requirements and Skills
Working knowledge of personal and small business customer needs and solutions (including lending products)
working knowledge of marketing promotions if applicable
Experience in financial services is an asset but not required
Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications
Passionate commitment to helping our customers
Drive to deliver a personal customer experience
A focus on results and the ability to thrive in a holistic conversation and team-based environment
Resourceful self-starter with courage and confidence to approach customers
Readiness to collaborate and work in different capacities as part of a team
Strong interpersonal skills, including the ability to build rapport and connections with customers
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
Specialized knowledge
Good verbal and written communication skills
Good organizational skills
Good collaboration and team skills
Analytical and problem-solving skills
Education and Experience
Typically, between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of experience in sales
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience (or ability to obtain retail banker conversation certified within 90 days)
Cash handling experience preferred
Dedication to providing exceptional customer service
Strong attention to detail, dependable, and self motivated
Highly proficient in MS Office and industry-specific software
Proficient math skills
Physical Demands:
The physical demands described are representative to those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee must be able to stand and sit for extended lengths of time, read computer screens, talk on the phone, unpack and move supplies up to fifty (50) pounds, reach, kneel, bend, climb and balance. Vision abilities required for this job include close vision.
Work Environment:
While performing the duties of this job, the work environment is primarily a professional, deadline driven environment with interaction of internal team members and external customers. Noise level in the work environment can be loud.
Additional Duties:
This is only a summary of the typical functions of this position, not an exhaustive nor all-inclusive list of all possible job responsibilities, tasks, duties, knowledge, skill and ability required to perform this job. Additional duties and responsibilities may be added to this at any time. The does not state or imply that these are the only activities to be performed by the employee(s) holding this position. Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as required.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate individuals.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions
. However, no accommodations are made which may pose serious health or safety risks to the team member or others, or which impose undue hardships on Community National Bank. An individual seeking an accommodation should contact the Human Resources Manager or CEO.
Job descriptions are not intended to and do not create employment contracts. Community National Bank maintains its status as an at-will employer. Team members can be terminated at any time, for any reason not prohibited by law. Community National Bank is an equal opportunity employer.
$37k-44k yearly est. 16d ago
UNIVERSAL BANKER I
Hawthorn Bank 4.2
Personal banker job in Independence, MO
This position is responsible for providing customer service in the Bank's Banking Centers. This position is responsible for helping customers benefit from the Bank's products and services while being accountable for customer centric and needs based sales while utilizing the sales and referral models. This position will prepare, input, and modify information via the computer system. Work is performed within the framework of standard operating policies and procedures: however, independent judgment and discretion is required in performing assigned tasks. Deviations from normal procedures and/or questions are referred to the supervisor.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Responsible to know and understand the Bank's products and services to best meet the customer's needs; participate in Bank and branch sales promotions and games, huddle meetings, sales meetings, and one-on-one meetings with manager; consistently utilize Synapsys and Customer Needs Assessments (CNAs).
Responsible for ensuring customers have a positive experience by providing memorable customer service; ensure customer on-boarding and retention process is completed and documented in Synapsys; responsible for the use of the Consumer Complaint/Comment process within Synapsys ensuring individual utilization and resolution.
Serve as a universal banker by opening, modifying, and closing accounts; perform extensive data entry to add, modify, or close accounts; assist customers in reconciling accounts; print statements for customers; receive and place checks orders; assist tellers by approving/rejecting checks to be cashed and explain the bank's policies and procedures regarding transactions; identify customer by name and answer customer inquiries in person and over the telephone; transfer funds per customer request; assist customers in establishing or changing pin numbers; train customers how to use bank products and services; process stop payment and forged account requests; sign official checks; process direct deposit applications; process reports (e.g.,. CTR, SAR); establish night deposit customers and explain procedures; redeem savings bonds; distribute loan packets and assist customers in completing loan applications; obtain information and process wire transfers.
Serve as a safe deposit clerk by following all established policies and procedures; perform functions associated with the safe deposit area.
Process CD's and IRA's by opening, modifying, and closing certificates; complete all required paperwork and perform data entry; issue receipts; calculate and process disbursements to include principle, interest payable, penalties, and tax withholdings.
Open and close branches according to standard procedures; supervise assigned staff; ensure tellers maintain security of assigned teller drawer and coin vault; exercise dual control procedures; perform administrative duties as assigned by branch manager.
Balance ATM/ITM; prepare and verify currency for ATM/ITM; resolve problems associated with ATM/ITM.
Balance vault cash and cash recycler, maintain logs, and complete bank slips; order and ship currency; buy, sell, verify, and bundle currency; open and close vault; maintain security cameras.
Make decisions about a variety of daily transactions and exercise discretionary authority; lead staff in daily job tasks; resolve problems and provide troubleshooting; professionally and diplomatically deal with irate or unhappy customers; assign tasks and ensure completion within predetermined deadlines.
Perform job duties associated with Notary Public certification.
Comply with all banking regulations, policies and procedures.
NON-ESSENTIAL DUTIES & RESPONSIBILITIES include the following. Other duties may be assigned.
Maintain education and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.
Reviews technical bulletins, newsletters, etc; distributes information to employees.
SUPERVISORY RESPONSIBILITIES
None.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Graduation from high school or possess a GED certification. Plus additional post high school education and/or training.
Possess a minimum of at least two years of work experience in a financial institution or similar work experience. Formal training may be substituted on a year-for-year basis for the required work experience.
Possess prior sales experience.
Possess or obtain Notary Certification within three months of appointment.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
OTHER SKILLS AND ABILITIES
Operate office and bank equipment (e.g., personal computer and printer, 10-key calculator, typewriter, telephone, fax machine, copier, document scanner, check encoder, coin machine, currency counter, debit/credit card scanner, dolly, safe deposit timer, vault timer, television, security system, etc.).
Basic PC knowledge, including Microsoft applications.
KEY CONTACTS--Internal and External
Has constant contact with bank customers, their personal representatives, accountants, attorneys, etc., in responding to inquiries as part of the customer service function.
Has moderate contact with individuals at other financial institutions.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid driver's license.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to walk; sit; and use hands to finger, handle, or feel. The employee is occasionally required to stand; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25-50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
COMMENTS
This position requires the ability to work before or after normal business hours and may require occasional overnight travel to attend various training seminars, conferences or workshops
$27k-33k yearly est. 15d ago
Business Banking Specialist
Lead Bank 3.8
Personal banker job in Kansas City, KS
Lead Bank
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.
We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.
Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do.
As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve.
Role Description:
We are looking for a Business Banking Specialist to join our Deposit team! Business Banking Specialists provide service and support to commercial clients in an independent and creative environment. They are primarily responsible for enrollment in business online banking and the cash management products suite.
In this role you will:
Open new commercial accounts for clients
Complete documentation needed for enrollment of commercial products such as online banking, ACH and wire origination, remote deposit capture and mobile remote deposit capture, sweep accounts, account analysis, and positive pay
Troubleshoot client issues, both internally and with our core processor, to resolution and escalate as Cross-sell bank services to existing and prospective clients
Possess clear and working knowledge of all products offered by the bank, including specific operational and compliance settings required to establish the product or service
Verify personal and business identification documents (CIP/KYC) and archive supporting documentation
Bring excellent client service skills that will help you build professional relationships and curate interactions based on client motivations and needs
Perform other duties as assigned
Qualifications:
Have at least 1-2 years of banking experience
Sales or customer service experience is preferred
Knowledge in commercial banking products and client service.
Proficiency in Google Suite is preferred
Thrive working in a fluid environment with high autonomy, multitasking when required while also showing great attention to detail
Love to collaborate to get to the best, most efficient outcome
Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations
Show curiosity and humility, while being open to new ideas and approach your work with a growth mindset
Are a team player and enjoy working with people to achieve the best and most efficientresult
Display strong accountability and group responsibility for the customers we serve, taking on and performing tasks
What we offer:
At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life
Competitive compensation, including opportunities for equity grant, based on experience, geographic location, and role
Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
Paid parental leave
Flexible vacation policy, including PTO and paid holidays
A fun and challenging team environment in a dynamic industry with ample opportunities for career growth
*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$37k-51k yearly est. Auto-Apply 19d ago
Banker - Blue Springs
Central Bancompany
Personal banker job in Blue Springs, MO
What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being.
* Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals.
* Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner.
* Educate customers on banking tools, services, and digital platforms to enhance their banking experience.
* Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products.
* Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care.
* Process financial transactions, ensuring accuracy and adherence to policies.
* Balance assigned cash drawer and research any discrepancies as needed.
* Make referrals to other lines of business for traditional and non-traditional banking products and services.
* Maintain knowledge of all bank products, services, and promotions to effectively assist customers.
* Make outbound sales calls to prospects and existing customers
* Meet or exceed daily/weekly calls and sales targets
Central Bank Offers This:
* Competitive compensation tailored to your experience and skills.
* Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance
* 401(k) Savings Plan with company contributions:
* Automatic 4% company contribution-no employee contribution required.
* 50% match on the first 6% you contribute.
* 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually!
* Tuition Reimbursement to help you pursue your educational goals and career advancement.
* Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority!
About Central Bank
At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals.
Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals.
Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together.
You've Got This:
* Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services
* Proven ability to meet sales goals and thrive in a result-driven environment
* Prior cash handling and customer service experience preferred
* Strong attention to detail and a high degree of accuracy
* Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers
* Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency
* Strong time management, problem-solving, and organizational skills
* Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates.
* Ability to handle confidential information with discretion
* Willingness to assume additional responsibilities as needed
* Ability to stand for long periods of time and life 20 lbs.
$31k-55k yearly est. 60d+ ago
Part Time (20 Hours) Associate Banker, (New Build) Naismith and W 23rd Branch, Lawrence, KS.
Jpmorgan Chase 4.8
Personal banker job in Lawrence, KS
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$28k-33k yearly est. 60d+ ago
220 PERSONAL BANKERS - UNIVERSAL BANKER 1
Bank of Labor 3.8
Personal banker job in Kansas City, KS
Has responsibility to meet or exceed the required expectations of our "ESP" (Exceptional Service Provider) program (refer to the Employee Handbook). Under direct supervision and in accordance with established policies and procedures, the successful candidate performs a variety of duties, ensuring the smooth operation in the Retail area. These responsibilities include performing numerous activities associated with the teller and personal banking functions. The employee's work influences the professional image of the Bank within the community it serves.
KNOWLEDGE, SKILLS & ABILITIES REQUIRED:
Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions.
Specialized training in basic principles or techniques in specific areas such as customer service, personal computers, teller/personal banking is necessary.
Minimum educational requirement includes a high school degree or equivalent with prior sales and customer service experience in a retail banking environment; a college degree is preferred.
Previous background in direct sales and a proven track record in a sales goal/ incentive environment will enhance the performance of this job.
Demonstrated proficiency in interpersonal communications, verbal and written, is mandatory. This position requires daily interaction with employees, clients, and vendors; concise communication, translation and interpretation of various concepts are critical.
A thorough knowledge of the procedures and polices related to the smooth functioning of the teller, personal banking, overdraft protection/safe deposit area and a working knowledge of the on-line computer system for information retrieval by using a CRT or teller terminal is necessary.
Employees should understand compliance with Federal & State laws governing teller, personal banking, and overdraft protection/safe deposit areas.
Attention to detail required.
Previous demonstrated ability to work independently with little direct supervision.
May required registration on the Federal Nation-wide Mortgage Licensing System (NMLS) Registry
PRIMARY RESPONSIBILITIES / EXPECTATIONS (Weighting cannot exceed 100%; Each % represents the value of the job, not time spent):
Job Performance Behaviors: Contributing to organization success, job effectiveness, relationships, and customer satisfaction. (Weighting Percentage: 20%)
As Substitute Teller this individual assist in the daily operation of the facility; maintains compliance with security policies and procedures of the bank. The employee provides service to clients by accepting deposits, verifying cash and issuing receipts for checking and savings accounts. In addition, the teller cashes checks by verifying endorsements, obtaining approvals for cash transactions, and referring clients to supervisor, manager, or officer when appropriate. This position also performs other teller duties such as accepting loan and utility payments, issuing official checks and money orders, selling traveler's checks, processing cash advances on credit cards and redeeming savings bonds. This individual prepares individual daily settlements of teller cash and proof transactions. (Weighting Percentage: 40%)
As Substitute PersonalBanker assists clients and branch personnel, by opening and processing various types of accounts.
Consults with clients regarding specific deposit account needs.
Quotes rates, service charges, restrictions, and other relevant information about the accounts
Prepares paperwork for opening new accounts.
Prepares forms to initiate direct deposits, wire transfers and purchase of new EE bonds.
Prepares necessary paperwork required for account maintenance.
Responds to client inquiries regarding account status, research problems with accounts and resolves errors whenever needed. Has a thorough understanding of all retail loans and value-added products. Will accept loan applications, communicate loan decisions, and close all consumer loan products except those secured by Real Estate.
Customer Satisfaction reports with scores of 85% or higher is expected.
Provides account verification on information received from various sources when properly authorized by client. Capitalizes on opportunities to cross-sell additional bank services (Trust, Investments, and Loans) and makes referrals to appropriate departments. Responds to client inquiries regarding account status, research problems with accounts and resolves errors whenever needed.
Maintains a high degree of accuracy on all documentation, high proving percentage and low difference.
(Weighting Percentage: 40%)
SECONDARY RESPONSIBILITIES:
Other duties as assigned or deemed necessary by management to ensure a continuous workflow of daily operations.
PHYSICAL REQUIREMENTS:
Standing (80%), lifting to 20 lbs. (5%), repetitive motion (80%), sitting (10%)
CONTACTS:
Internal: all Bank employees
External: clients, other financial institutions
$27k-32k yearly est. 11d ago
220 PERSONAL BANKERS - UNIVERSAL BANKER III
Bank of Labor 3.8
Personal banker job in Kansas City, KS
220 PERSONALBANKERS - UNIVERSAL BANKER 3 Has responsibility to meet or exceed the required expectations of our "ESP" (Exceptional Service Provider) program (refer to the Employee Handbook). Under direct supervision and in accordance with established policies and procedures, the successful candidate performs a variety of duties, ensuring smooth operation in the Retail area. These responsibilities include performing numerous activities associated with the teller and personal banking functions. The employee's work influences the professional image of the Bank within the community it serves.
KNOWLEDGE, SKILLS & ABILITIES REQUIRED:
Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions.
Specialized training in basic principles or techniques in specific areas such as customer service, personal computers, teller/personal banking is necessary.
Minimum educational requirement includes a high school degree or equivalent with prior sales and customer service experience in a retail banking environment; a college degree is preferred.
At least 1 year teller and 3 years PersonalBanker Experience is required.
Previous background in direct sales and a proven track record in a sales goal/ incentive environment will enhance the performance of this job.
Demonstrated proficiency in interpersonal communications, verbal and written, is mandatory. This position requires daily interaction with employees, clients, and vendors; concise communication, translation and interpretation of various concepts are critical.
A thorough knowledge of the procedures and polices related to the smooth functioning of the teller, personal banking, consumer lending, overdraft protection/safe deposit area and a working knowledge of the on-line computer system for information retrieval by using a CRT or teller terminal is necessary.
Employee should have an understanding of compliance with Federal & State laws governing teller, personal banking, and overdraft protection/safe deposit areas.
Attention to detail required.
Previous demonstrated ability to work independently with little direct supervision.
Required registration on the federal Nation-wide Mortgage Licensing System (NMLS) Registry.
PRIMARY RESPONSIBILITIES / EXPECTATIONS (Weighting cannot exceed 100%; Each % represents the value of the job, not time spent):
Job Performance Behaviors (Weighting Percentage: 20%):
Contributing to organization success
Job effectiveness
Relationships
Customer satisfaction.
As Substitute Teller this individual (Weighting Percentage: 20%):
Assists in the daily operation of the facility.
Maintains compliance with security policies and procedures of the bank.
Provides service to clients by accepting deposits, verifying cash, and issuing receipts for checking and savings accounts.
Cashes checks by verifying endorsements, obtaining approvals for cash transactions, and referring clients to supervisor, manager, or officer when appropriate.
Performs other teller duties such as accepting loan and utility payments, issuing official checks and money orders, selling gift cards, processing cash advances on credit cards and redeeming savings bonds.
Prepares individual daily settlements of teller cash and proof transactions.
Coordinates and/or performs surprise cash audits with Lead Teller or Branch Management.
As Substitute PersonalBanker this individual (Weighting Percentage: 60%)
Assists clients and branch personnel, by opening and processing various types of accounts.
Consults with clients regarding specific deposit account needs. Responds to client inquiries regarding account status, research problems with accounts, and resolves errors whenever needed.
Quotes rates, service charges, restrictions, and other relevant information about the accounts.
Prepares paperwork for opening new accounts.
Prepares required documentation to initiate wire transfers to ensure appropriate approvals are obtained, documentation has been forwarded to the Controller, and finally confirmation the request was executed.
Prepares necessary paperwork required for account maintenance.
Supervise processes to include gathering info for review and perform audits with branch management for the CAP process for the branch.
Reports to management include new accounts, new products and services, referrals, exceptions for the branch, and other reports as assigned.
Thorough and demonstrated knowledge of bank products, services, policies, and guidelines.
In the absence of management in the branch, will be accountable to address questions, complaints, etc. and determine the best course of action to resolve.
Will accept all types of loan applications, communicate loan decisions, and close all consumer loan products, including 1st mortgage loans.
Provides account verification on information received from various sources when properly authorized by client.
Capitalizes on opportunities to cross-sell additional bank services (Trust, Investments, and Loans) and makes referrals to appropriate departments.
Maintains a high degree of accuracy on all documentation, high proving percentage and low difference.
Manage high net-worth client relationships to ensure optimum satisfaction with the bank.
Make proactive calls to identify potential opportunities for growth.
In-person business development calls on both existing and prospective clients.
Willingness to participate in local civic activities and organizations.
SECONDARY RESPONSIBILITIES:
Other duties as assigned or deemed necessary by Management to ensure a continuous workflow of daily operations.
PHYSICAL REQUIREMENTS:
Standing (80%), lifting up to 20 lbs. (5%), repetitive motion (80%), sitting (10%)
CONTACTS:
Internal: all Bank employees
External: clients, other financial institutions
How much does a personal banker earn in Lees Summit, MO?
The average personal banker in Lees Summit, MO earns between $30,000 and $47,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Lees Summit, MO
$38,000
What are the biggest employers of Personal Bankers in Lees Summit, MO?
The biggest employers of Personal Bankers in Lees Summit, MO are: