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  • Personal Banker - Lawrenceburg, KY

    Wesbanco Bank Inc. 4.3company rating

    Personal banker job in Lawrenceburg, KY

    Back Personal Banker #42-8670 Lawrenceburg, Kentucky, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be West Park, Lawrenceburg, KY. Market Lexington Work Hours per Week 37.5 Requirements High school diploma required. Banking, cash handling, sales, and customer service experience preferred. Supervisory or leadership skills desired. Job Description SUMMARY: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market. From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. ESSENTIAL FUNCTIONS: Excellent Customer Service Business development (inside and outside) Relationship building Cross-selling of Bank's products and services ESSENTIAL DUTIES AND RESPONSIBILITIES: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Other duties may be assigned. OTHER SKILLS AND REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and cross selling performance expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Lawrenceburg, Kentucky, United States
    $30k-36k yearly est. 3d ago
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  • Personal Banker

    PNC 4.1company rating

    Personal banker job in Lexington, KY

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's retail banking organization, you will be based in Lexington, KY at the Hamburg Place branch.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $31k-38k yearly est. Auto-Apply 13d ago
  • Financial Representative State Farm Agent Team Member

    Clint Conrad-State Farm Agent

    Personal banker job in Lexington, KY

    Job DescriptionBenefits: 401(k) matching Health insurance Paid time off Training & development Join Our Team! Are you passionate about making a positive impact? Join Clint Conrad, an award-winning State Farm Agent, and help empower people to manage everyday risks, recover from the unexpected, and achieve their dreams. About the Role: We're seeking a competitive producer who can transform leads into lasting customer relationships. Youll leverage your insurance knowledge to identify client needs and provide tailored solutions while contributing to our agency's strategic goals. Key Requirements: Must be able to obtain Property & Casualty and Life & Health Licenses Excellent written, verbal, and auditory communication skills Self-motivated and dedicated to exceptional customer service Ability to effectively connect with customers, answer their questions, and anticipate their needs Desired Experience: Previous sales or insurance experience preferred Proven track record of meeting or exceeding sales goals Experience in customer relationship management Benefits: Simple IRA: Plan for your future with our retirement savings option. Salary & Commission/Bonus: Enjoy a competitive compensation structure that rewards your efforts. Paid Time Off (PTO): Take time for yourself with our generous PTO policy. Valuable Work Experience: Gain hands-on experience in a supportive environment. Growth Potential: Access opportunities for advancement within the agency. Agent Aspirant Program: For those aspiring to own a business, providing a pathway to entrepreneurship. Compensation: Salary: $40,000 - $60,000 per year (including commission and bonus potential) Office Location: Lexington, KY A Message from Clint Conrad: Im originally from Falmouth, KY, and have proudly served my community as a second-generation State Farm Agent since 2013. As risk managers, its our responsibility to educate our customers about coverage and potential gaps. Often, we identify significant gaps in liability protection and life insurance that families may overlook. Ready to Join? Help us make a difference in the lives of our customers. Apply today and become part of our dedicated team!
    $40k-60k yearly 14d ago
  • Personal Banker - Harrodsburg Rd

    Republic Bank Careers 4.8company rating

    Personal banker job in Lexington, KY

    “Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!“ Grade 7 About Republic Bank Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit www.republicbank.com. POSITION PURPOSE AND OBJECTIVES The Personal Banker is responsible for providing efficient, professional, and quality customer service to all Republic Bank & Trust Company clients. This position is also responsible for selling retail deposit and loan products to consumer and business clients. This position must help achieve the sales and growth goals for the Banking Center. Additionally, this position must deliver a high level of service by opening and closing deposit accounts, taking, and processing consumer loan applications, handling and directing customer service issues Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. MINIMUM QUALIFICATIONS • Previous loan experience preferred. • Minimum of 2 years' previous banking experience required. • Minimum of 2 years' previous sales experience required. • Demonstrated proficiency in Microsoft Office (Word, Excel, and Outlook) required. • NMLS registration may be required* ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES • Using consultative sales, evaluate all clients for additional deposits and loans, effectively cross sell other bank products and services to ensure a solid client relationship, and identify opportunities for additional lines of business. • Consistently deliver the Republic Experience to every client every time. • Monitor activity of all new accounts, to ensure all cross sales have been properly activated and on-boarding is followed and completed. • Open and close all types of deposit accounts (checking, savings, CD's) both business and personal, following all bank policies and procedures. • Adhere to Bank's new client on boarding process and procedures. • Actively work calling lists of existing clients to cross sell for other products or expanded relationships, including retention of existing accounts. • Proactively and efficiently taking loan applications from clients while utilizing consultative sales approach. • Answering all types of loan questions; assuming a proactive role for resolution and follow up. • Ensures posted deposit rate information is current & communicated throughout the banking center. • Perform teller transactions, overrides, and make hold decisions as needed. • Learn the credit culture of Republic Bank in order to present appropriate credits for approval. • Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required. • Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization. • Willingly perform all other duties and projects as assigned. INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED • Excellent verbal and written communications skills; required for effective interactions with clients to meet financial investment objectives and/or resolve problems or complaints. • Self-motivated and work well in a team environment. • High energy level and strong sense of urgency. • Well organized and able to multi- task. PHYSICAL REQUIREMENTS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate. OTHER REQUIREMENTS • Reliable transportation is required. • Regular and predictable physical presence at the worksite is an essential function of this position. • Travel between Republic Banking facilities may be required including occasional out of town travel. • Flexible work schedule may include some evenings, weekends and/or overtime. • Stay abreast of new developments, best practices, and statutory and regulatory changes. *This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations as defined by the SAFE Act must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in corrective counseling up to termination of employment. The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.
    $34k-41k yearly est. 3d ago
  • Building Material Commodity Trader - Lawrenceburg, KY

    Tri-State Forest Products 3.6company rating

    Personal banker job in Lawrenceburg, KY

    Building Material Commodity Trader - Lawrenceburg, KY Build your career at Tri-State! Tri-State Forest Products is a family owned and operated business. Tri-State is the leading wholesale building materials distributor in the Mid-West with 10 locations in Ohio, Indiana, Michigan, Kentucky and Tennessee specializing in engineered wood products. For 30 years we've been providing our brand of personal service accompanied with high quality products to the Tri-State market areas. If you want to feel appreciated and valued while working with a great team, Tri-State is the place to be. Job Summary: As a Commodity Trader specializing in building materials, you will leverage your market knowledge and analytical skills to manage and optimize the purchasing and selling of building materials. You will be responsible for developing and executing trading strategies, conducting market analysis, and building strong relationships with suppliers and customers to maximize profitability and minimize risks. Responsibilities: Develop and maintain strong relationships with customers Cultivate new opportunities with new and existing customers Inventory management & forecasting Monitor market trends, pricing fluctuations, and supply chain dynamics Qualifications: Bachelors' degree in business, supply chain management, finance, or related field 3+ years of experience in building materials commodity trading Strong sales experience Strong understanding of commodity markets, pricing strategies, and risk management processes. Excellent negotiation, communication, and interpersonal skills Building material product knowledge required Benefits: Medical & Prescription coverage Dental & Vision Coverage Hospital & Accident Coverage Company Paid Basic Life Insurance (Employee, Spouse, & Children) Company Paid Short-Term & Long-Term Disability Additional Group Life Insurance Paid Time Off (Immediately Available Upon Hire) Holiday Pay Traditional & Roth 401k Options w/ annual company match Employee Referral Program **This job description is intended to describe the general nature and level of the work being performed by the individuals assigned to this job. This is not an exhaustive list of all duties and responsibilities. Management reserves the right to amend and change the duties and responsibilities of this job to meet business and organizational needs as necessary. **Tri-State is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran's status, or, any other protected characteristic.
    $75k-135k yearly est. 30d ago
  • Universal Banker

    Y-12 Career

    Personal banker job in Lexington, KY

    Reports to: Branch Manager Supervises: 0(Direct) 0 (Indirect) Starting Wage: $17.00 per hour ESSENTIAL FUNCTIONS 1. Assist branch in meeting performance standards monthly in addition to meeting individual performance standards monthly. 2. Interview members and process applications for all types of consumer loans. Review application and documentation for completeness and accuracy according to credit union compliance guidelines. 3. Conduct all member account functions, including processing requests for new services, providing counseling, and cross-selling appropriate credit union products or services to benefit the member and achieve established sales goals. 4. Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations. 5. Accurately receive, inspect and verify cash and negotiable instruments for deposit, accept loan payments and a variety of other monetary transactions as directed and in accordance with established policies and procedures. Balance transaction input at the end of each workday. 6. Regular and predictable attendance 7. Perform additional job duties as assigned by the manager. EDUCATION/ EXPERIENCE A high school education or GED. One year to three years of similar or related experience. OTHER SKILLS AND ABILITIES Upholds Y12 Federal Credit Union's culture and core values Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Ability to accurately process account entries and transactions, write routine reports and construct basic professional and grammatically correct correspondence. Ability to speak effectively to members and employees of the organization. Ability to read and interpret basic forms and documents, operating and maintenance instructions and procedure manuals. Ability to add, subtract, multiply and divide in all units of measure using whole numbers, fractions and decimals. Ability to compute rate, ratio and percentages. Ability to apply reasonable understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving variables in situations. Maintains a positive attitude with employees and members and remains flexible while focused on accepted practices, policy, productivity and effectiveness. PERFORMANCE MEASUREMENTS: Within established levels of authority, process member's financial transaction, resolve problems, and answer questions regarding Y-12 Federal Credit Union products and services. Actively participate in branch/department and staff meetings in order to maintain awareness of organizational issues and promotional campaigns. Remain current on changes in policies, procedures, compliance and product development. Attend continuing education classes to enhance job knowledge and performance in order to provide exceptional service to internal and external members. Take initiative for personal career development and seek opportunities to learn new skills. SERVICE STANDARDS: Own the Issue o Build confidence that you will help through your words and actions. o Minimize the team/member's effort. Personalize the Experience o Show that you care about the person and the issue. o Adapt to the team/member's pace, style, and emotional tone. Be Authentic o Be genuine. o Be present in the conversation to avoid sounding mechanical. Understand, then Solve o Aim for one-call resolution. o Address the underlying issue vs. just the request. o Be crystal clear on next steps. Be Curious to Exceed Expectations o Pick up on cues and clues indicating other needs. o Engage in conversation to discuss broader needs. o Help the member access additional resources, products, and services to gain more value. 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. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 15 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: May be exposed to mild to moderate stress levels associated with the performance of the job duties as described. We are an EEO Employer All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Supervisors as deemed appropriate may assign additional functions and requirements. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
    $17 hourly 60d+ ago
  • Banker

    Red Mile Inc. 3.7company rating

    Personal banker job in Lexington, KY

    Job DescriptionDescription: Red Mile team members are driven by their desire to create outstanding experiences for both our patrons and fellow employees. We pride ourselves on being a part of an organization whose focus is to bring world-class entertainment to those living in and visiting the “Horse Racing Capital of the World.” If you aspire to create memorable experiences, we invite you to explore our exciting and dynamic career opportunities. Summary: Accountable for counting, verifying and documenting all monies both in and out of the main bank, cash cage, slot attendants, Auxiliary outlets, and special events; completing the appropriate paperwork for each department. Prepares and processes all bank deposits, prepares all increases and exchanges. Responsible for counting and processing daily revenue as well as preparing cash summary reports for each shift. Handles all financial transactions between the Main Bank and the cashiers. Performs the consolidation of transactions on a per-shift basis. Accountable for maintaining the appropriate level of funds at the cage. Essential Duties (Banker): Performs the consolidation of transactions on a per-shift basis. Maintains the appropriate level of funds at the Cage location. Buys the drop from the Count Room. May exchange gaming vouchers for cash, issue jackpot related tax forms, customer deposit and withdrawal transactions and make change for guests. Post all information on the accounting spreadsheets and logs. 100% customer service focused, possess good interpersonal skills, and be highly organized. Must be able to work in a fast paced and demanding environment. Performs other duties as assigned. Requirements: 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. Candidate will work varied shifts including nights, weekends, and holidays. All persons must be (18) years of age. EDUCATION/EXPERIENCE High School Diploma or equivalent. Previous cash handling experience is required. Supervisory experience is a plus. LANGUAGE ABILITY Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Ability to speak English required, Bilingual in Spanish a plus. MATH ABILITY Ability to add, subtract, multiply and divide to ensure proper payouts are being paid out correctly. Ability to compute tax rate for jackpot payouts. COMPUTER SKILLS Must possess intermediate PC skills, spreadsheets, internet and e-mail. Microsoft Office experience required. CERTIFICATES AND LICENSES Must be able to obtain and maintain appropriate licensing from the Kentucky Horse Racing Commission. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounter 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 is moderate. Candidate must be able to work all shifts in a fast-paced and highly demanding environment. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will be required to stand, bend, stoop, and kneel for extended periods of time. Candidate must be able to ascend and descend stairs. Employee must have excellent dexterity of hands and fingers to use computers and handle vouchers, cash and cash equivalents. Employee is required to lift and carry up to 15 lbs. Employee must be able to talk and hear to ensure proper communication. This job requires strong vision skills, including close vision, peripheral vision and ability to adjust focus.
    $24k-31k yearly est. 2d ago
  • Relationship Banker - Eastland Winchester - Lexington, KY

    JPMC

    Personal banker job in Lexington, KY

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $29k-38k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker II

    Field & Main Bank 3.9company rating

    Personal banker job in Lexington, KY

    Relationship Banker II DEPARTMENT: Deposit Administration-Retail Department REPORTS TO: Assistant Banking Center Manager/Banking Center Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours. Saturday rotation required. SUMMARY: This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services, in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. Must have the ability to perform vault functions and the ability to open new personal accounts. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides and recognizes selling and referral opportunities. Operates a cash drawer daily. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associates in business or related field preferred Attend and complete Field & Main University courses Prior banking experience Minimum of six months (6) experience in cash handling/teller experience Good understanding of financial products and services Complete new account training Excellent sales, interpersonal, communication and organization skills Above average computer and keyboard skills ESSENTIAL DUTIES & RESPONSIBILITIES: Performs all teller functions as a Relationship Banker I. Prioritizes and makes on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud. Answers basic customer inquiries regarding interest rates, service charges, and account histories, while complying with disclosure requirements, regulations, and consumer privacy policies. Knowledgeable in products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to refer customers to the proper department for issues that cannot be resolved in retail. Identifies and attempts to correct any discrepancies found in customer information files (CIF). Assists in opening and closing of vault and night depository. Balances cash drawer daily. Balances TCR daily. Researches any outages and reports any unresolved discrepancies to supervisor. Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act. Opens and closes the bank by following established security procedures. Proficient in the bank's software used to print instant issue debit cards. Interacts with consumers using the chat feature, answering questions and providing solutions in a professional manner. Provides a complete range of customer service functions, including opening new accounts; checking, savings, and certificate of deposits. Explains available products and services and collect customer information to satisfy the Customer Information Program (CIP). Proactively prospects for new business. Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists. Participates in sales, service, and product training meetings. Proficient with vault responsibilities for the banking center. Follows policies and procedures related to retail areas. Lives and represents the Field & Main culture and brand. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers, conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance. Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. Adherence to Policies & Procedures - Understands the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled
    $29k-34k yearly est. 46d ago
  • Financial Services Representative - Frankfort

    City National Bank 4.9company rating

    Personal banker job in Frankfort, KY

    Equal Opportunity Employer, Including Disability/Vets Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions * Consistently executes City's phone, platform and CSR service standards to provide excellent customer service * Displays a positive and professional attitude at all times * Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs * Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes * Maintains and balances a working cash supply * Assists customers with routine maintenance and complex service issues; sees through to complete resolution * Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed * Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals * Develops and maintains customer relationships; actively seeks referral resources from existing customers * Refers customers to other departments and business partners appropriately * Maintains an up to date knowledge of bank products and services * Maintains general knowledge of the competitive environment * Completes all training within predetermined time limits * Adheres to all bank regulatory, audit, and compliance policies and procedures * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements * High school diploma or equivalent * Demonstrated sales and service skills * Ability to multi-task, organize, and prioritize to ensure excellent customer service * Displays professional dress and demeanor * Personal computer proficiency * Cash handling experience preferred * 1-2 years of retail banking experience preferred * Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements * Work is generally performed indoors in environmentally-controlled conditions * Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise * Excellent customer service and sales skills * Excellent oral communication and listening skills * Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
    $46k-73k yearly est. 19d ago
  • Financial Service Representative

    Commonwealth Credit Union 4.2company rating

    Personal banker job in Lexington, KY

    Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That's why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to ‘bettering lives through our passion to serve' and this includes everyone - from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful. Our Financial Service Representatives play a crucial role in delivering extraordinary experiences to members -- both current and prospective -- across all communication and service channels, ensuring prompt and accurate responses while fostering strong, positive relationships. This position requires a high level of expertise in executing complex financial transactions, managing member accounts, and processing loan applications with precision and compliance. The Financial Service Representative is also responsible for leveraging advanced product knowledge to provide tailored financial solutions, consistently exceeding quality assurance benchmarks, and upholding the highest standards of service excellence. As a non-NMLS registered position, the Financial Service Representative does not provide detailed information on Home Equity Lines of Credit or Mortgage Loans but is expected to contribute significantly to overall branch success and member satisfaction. The duties of a Financial Service Representative include, but are not limited to: Maintaining strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service. Consistently following service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person. Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge. Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings. Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success. Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations. SATURDAY HOURS ARE REQUIRED.
    $26k-31k yearly est. 17d ago
  • Relationship Banker - North Park - Spanish Language Preferred

    Bank of America 4.7company rating

    Personal banker job in Lexington, KY

    Lexington, Kentucky **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************************************** **:** 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $28k-34k yearly est. 36d ago
  • Relationship Banker

    Burke & Herbert Bank 4.4company rating

    Personal banker job in Winchester, KY

    Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's "Service Beyond Expectations" Begins with Me promise. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Perform a broad variety of account opening and customer services * Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits * Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance * Ability to identify and cross-sell next bank services and products * Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance * Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products * When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals. * Will be asked to educate and profile clients using bank systems * Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention * Adheres to all policies and procedures of the company * Follows operational procedures to include security * Relationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principles Other Duties * Other duties as assigned. Skills/Abilities * Must be comfortable and confident in a sales and service environment * Highly goal oriented * Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers * Must have and exhibit professional manners and exhibit good interpersonal skills * Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver * Other services as needed, such as Notary and NMLS registration Education and Experience * High School diploma or equivalent required. * Prior retail banking experience preferred. * Prior customer service experience preferred. * Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
    $27k-32k yearly est. 60d ago
  • Financial Services Representative

    Worldacceptance

    Personal banker job in Richmond, KY

    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: $15 - $17 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.
    $15-17 hourly Auto-Apply 30d ago
  • Video Banking Specialist

    German American Bancorp, Inc. 4.5company rating

    Personal banker job in Shelbyville, KY

    Job Title: Video Banking Specialist Summary of Duties and Responsibilities: As a Video Banking Specialist, you will help customers complete various transactions, solve routine problems, and serve as a line of defense for the bank and customers to control risk and promote security controls and so much more. What You'll Do: * Day in the Life - Your focus will be supporting our external customers in a variety of ways including engaging in meaningful conversations to verify account information, perform loan and deposit transactions, answering online chat requests, miscellaneous reporting, reaching out to customers to offer solutions, uncovering needs, and more. * You're Part of a Team - You are a member of the video banking team. You will work closely with the Contact Center including the opportunity to cross train as a call center agent. This position reaches across the organization as you connect clients to departments throughout the company. This role offers amazing insight into the world of banking behind the scenes and our local operations. * And you have to be able to juggle - Multiple and conflicting priorities will come up under specific time constraints. In concert with your leader and other team members, you have to be quick to act when issues arise. What it Takes: * Ability to: communicate effectively (written and verbally), maintain confidentiality, multitask, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member. * Attention to detail and ability to work well in teams and individually. * Proficiency in Microsoft Word and Excel Bonus Points: * Previous customer service experience in a professional setting * Bilingual/Multilingual * Knowledge of Banking What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Educational Assistance Program * Wellness benefits * Life event coverage * Paid parental bonding leave * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be located at: 1854 Midland Trail, PO Box 189 Shelbyville, Kentucky, 40065 United States About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
    $36k-41k yearly est. 31d ago
  • Banker

    Red Mile 3.7company rating

    Personal banker job in Lexington, KY

    Requirements 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. Candidate will work varied shifts including nights, weekends, and holidays. All persons must be (18) years of age. EDUCATION/EXPERIENCE High School Diploma or equivalent. Previous cash handling experience is required. Supervisory experience is a plus. LANGUAGE ABILITY Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Ability to speak English required, Bilingual in Spanish a plus. MATH ABILITY Ability to add, subtract, multiply and divide to ensure proper payouts are being paid out correctly. Ability to compute tax rate for jackpot payouts. COMPUTER SKILLS Must possess intermediate PC skills, spreadsheets, internet and e-mail. Microsoft Office experience required. CERTIFICATES AND LICENSES Must be able to obtain and maintain appropriate licensing from the Kentucky Horse Racing Commission. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounter 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 is moderate. Candidate must be able to work all shifts in a fast-paced and highly demanding environment. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will be required to stand, bend, stoop, and kneel for extended periods of time. Candidate must be able to ascend and descend stairs. Employee must have excellent dexterity of hands and fingers to use computers and handle vouchers, cash and cash equivalents. Employee is required to lift and carry up to 15 lbs. Employee must be able to talk and hear to ensure proper communication. This job requires strong vision skills, including close vision, peripheral vision and ability to adjust focus.
    $24k-31k yearly est. 19d ago
  • Financial Services Representative - Frankfort

    City National Bank of Wv 4.9company rating

    Personal banker job in Frankfort, KY

    Equal Opportunity Employer, Including Disability/Vets Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions Consistently executes City's phone, platform and CSR service standards to provide excellent customer service Displays a positive and professional attitude at all times Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes Maintains and balances a working cash supply Assists customers with routine maintenance and complex service issues; sees through to complete resolution Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals Develops and maintains customer relationships; actively seeks referral resources from existing customers Refers customers to other departments and business partners appropriately Maintains an up to date knowledge of bank products and services Maintains general knowledge of the competitive environment Completes all training within predetermined time limits Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent Demonstrated sales and service skills Ability to multi-task, organize, and prioritize to ensure excellent customer service Displays professional dress and demeanor Personal computer proficiency Cash handling experience preferred 1-2 years of retail banking experience preferred Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements Work is generally performed indoors in environmentally-controlled conditions Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise Excellent customer service and sales skills Excellent oral communication and listening skills Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
    $46k-73k yearly est. Auto-Apply 18d ago
  • Relationship Banker - Summit

    Bank of America 4.7company rating

    Personal banker job in Lexington, KY

    Lexington, Kentucky **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************** **:** 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $28k-34k yearly est. 26d ago
  • Relationship Banker

    Burke & Herbert Bank & Trust 4.4company rating

    Personal banker job in Winchester, KY

    Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's “Service Beyond Expectations” Begins with Me promise. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Perform a broad variety of account opening and customer services Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance Ability to identify and cross-sell next bank services and products Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals. Will be asked to educate and profile clients using bank systems Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention Adheres to all policies and procedures of the company Follows operational procedures to include security Relationship Bankers will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles Other Duties Other duties as assigned. Skills/Abilities Must be comfortable and confident in a sales and service environment Highly goal oriented Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers Must have and exhibit professional manners and exhibit good interpersonal skills Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver Other services as needed, such as Notary and NMLS registration Education and Experience High School diploma or equivalent required. Prior retail banking experience preferred. Prior customer service experience preferred. Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
    $27k-32k yearly est. Auto-Apply 59d ago
  • Financial Service Representative

    Commonwealth Credit Union 4.2company rating

    Personal banker job in Lawrenceburg, KY

    Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That's why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to ‘bettering lives through our passion to serve' and this includes everyone - from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful. Our Financial Service Representatives play a crucial role in delivering extraordinary experiences to members -- both current and prospective -- across all communication and service channels, ensuring prompt and accurate responses while fostering strong, positive relationships. This position requires a high level of expertise in executing complex financial transactions, managing member accounts, and processing loan applications with precision and compliance. The Financial Service Representative is also responsible for leveraging advanced product knowledge to provide tailored financial solutions, consistently exceeding quality assurance benchmarks, and upholding the highest standards of service excellence. As a non-NMLS registered position, the Financial Service Representative does not provide detailed information on Home Equity Lines of Credit or Mortgage Loans but is expected to contribute significantly to overall branch success and member satisfaction. The duties of a Financial Service Representative include, but are not limited to: Maintaining strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service. Consistently following service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person. Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge. Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings. Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success. Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations. SATURDAY HOURS ARE REQUIRED.
    $26k-31k yearly est. 10d ago

Learn more about personal banker jobs

How much does a personal banker earn in Lexington, KY?

The average personal banker in Lexington, KY earns between $26,000 and $44,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Lexington, KY

$34,000

What are the biggest employers of Personal Bankers in Lexington, KY?

The biggest employers of Personal Bankers in Lexington, KY are:
  1. Fifth Third Bank
  2. PNC
  3. Republic Bank
  4. The PNC Financial Services Group
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