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  • Senior MD, Investment Banking & M&A Growth

    Portage Point Partners

    Personal banker job in Atlanta, GA

    A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually. #J-18808-Ljbffr
    $110k-210k yearly est. 2d ago
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  • Citi Private Bank - UHNW Private Banker - Director / MD

    Citigroup Inc. 4.6company rating

    Personal banker job in Atlanta, GA

    Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements. Job Requirements New Client and Business Development Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects Profile, qualify, and convert prospects into CPB clients. Identify and execute on new business opportunities with existing clients Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients Manage client expectations regarding what can and cannot be executed on their behalf Ensure financial strategies are kept current and appropriately aligned with client objectives Understand and communicate the risk involved with financial and investment strategies Ensure all client inquiries and problems are handled effectively and resolved Help team members to acquire experience and establish credibility with clients Compliance Oversight and Controls Comply with all regulatory policies and control procedures regarding client transactions and suitability Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Skills and Knowledge Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products Strong knowledge of financial industry and current market conditions Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing Ability to understand, utilise and learn computer and web based applications Qualifications and Education 15+ years of experience Licensing: Series 7 & 66 (or 63 & 65) & 31 Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Job Family Group Private Client Coverage Job Family Private Banker Time Type Full time Primary Location Atlanta Georgia United States Primary Location Full Time Salary Range $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date Jul 15, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
    $121k-196k yearly est. 1d ago
  • Community Lending Mortgage Banker

    City National Bank 4.9company rating

    Personal banker job in Atlanta, GA

    WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy * Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans * Provide sound and ethical loan counseling to all potential applicants. * Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service * Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices. * Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements * Develop and/or implement sourcing strategies as required by written goals. * Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand * Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends. * Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations * Attend regularly scheduled sales meetings, training sessions and Bank functions. * Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division * Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes. * Commitment to work of nonprofit organizations and making a positive impact in the community * Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 5 years of retail residential mortgage sales experience * Minimum 3 years of mortgage or financial experience as part of a community lending team * Minimum of 5 years of experience with diverse and underserved clients * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. *Additional Qualifications* * Highly prefer network of professional and nonprofit referral sources * Highly prefer a BA/BS degree with preference for business, finance, or economics degree * Demonstrated superior sales and marketing ability * Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank * Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite * Knowledge of mortgage credit policies and current industry compliance standards * Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS. * Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT FOR YOU?* *Compensation*This is a commission-based role and does not have a set salary range. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
    $22k-58k yearly est. 6d ago
  • Relationship Banker - Atlanta Southeast Market

    Bank of America 4.7company rating

    Personal banker job in McDonough, GA

    Forest Park, Georgia;Griffin, Georgia; Stockbridge, Georgia; Stockbridge, Georgia; McDonough, Georgia **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.
    $29k-35k yearly est. 6d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Personal banker job in Atlanta, GA

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $80k-148k yearly est. Easy Apply 60d+ ago
  • Trader

    Vident Asset Management

    Personal banker job in Alpharetta, GA

    We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader, you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives, including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations, monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk, supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in trading and market analysis, you will contribute to the overall success of the investment team. Qualifications: Comprehensive knowledge of trading and how that relates to portfolio management and investment operations, with 4 or more years of practical experience Experience with domestic and international trade settlement and reconciliation processes Experience trading or managing portfolios with options Excellent Excel knowledge and strong programming skills, including Python Ability to multi-task and prioritize while producing high-quality work in a fast-paced environment Keen attention to detail Ability to discreetly handle confidential data Strong organizational skills and proactive planning, with an ability to respond to urgent requests Bachelor's Degree in Finance or related field Registered Investment Advisor and ETF experience Familiarity with Bloomberg, AIM, Orion or other portfolio management systems What we offer: PTO plus 10 paid holidays Flexible Working Benefits Daily Paid Lunch for Onsite Employees Onsite Gym Discount Medical, Dental, Vision EAP and Telehealth with Mental Health Support Short and Long Term Disability SIMPLE IRA with up to 3% Match
    $67k-115k yearly est. 60d+ ago
  • Multi Asset Execution Trader

    Brevan Howard U.S. Investment Management

    Personal banker job in Jersey, GA

    MAIN DUTIES/RESPONSIBILITIES OF THE ROLE: Main features of the role are: * Oversee and ensure the timely execution of cryptocurrency trades on a spot & derivatives basis * Ability to research, build, and implement cryptocurrency trading strategies * Strong understanding of market reading and current sentiment, ability to dynamically adjust to market trading activity * Keep abreast of all relevant research and distribute within the Digital Central Execution team in a time efficient * Provide feedback daily to Team Head on current activity and relevant internal operational stakeholders * Working together with operations and front office teams to ensure a seamless execution experience is delivered to the firm * Contribute to the Risk Management framework * Understand and apply knowledge of the exchanges' rules & regulations and market structures in which we engage * Identify and notify team member on market opportunities both independently and within the trading team * Develop and maintain good business relationships with counterparties such as Exchanges, OTC counterparties and LP's The book of work will vary over time in accordance with the needs of the Head of Central and Management Execution. SPECIAL CIRCUMSTANCES (e. g. shifts, travel overseas, hours): * Market Coverage will be 7.00am to 11pm split within the team, with other such hours as are necessary to fulfil the role. * Flexibility required as hours may vary depending on the business need linked to the market, including being on call during evenings and weekends as required. WORK EXPERIENCE/BACKGROUND: Essential * At least 5 years' experience in finance or digital asset market * Experience with trading crypto across spot and derivative products * Strong interest in crypto/digital asset classes, preferably with experience of operational aspects and intricacies * Good attitude and proactive * Ability and willingness to build relationships internally and externally Desirable * Experience working at a established crypto trading firm * Traditional asset execution experience TECHNICAL/BUSINESS SKILLS & KNOWLEDGE: Essential * Using OMS systems, particularly related to crypto trading * Experience and understanding of trading systems and trade lifecycle * Using MS Excel * Bloomberg Desirable * Coding experience in python * Working knowledge of using APIs to query data, or utilize APIs to execute trades using proprietary trading algos. OTHER ESSENTIAL REQUIREMENTS: * Superior interpersonal skills and the ability to positively influence outcomes * Detail-oriented with the ability to make quick and accurate decisions in a fast-paced environment * Motivation to succeed and deliver results in line with expectations * Self-starter, able to identify and resolve issues within the business * Ability to work under pressure with strong attention to detail * Effective communicator with strong emotional intelligence * Superior organisational skills with the ability to manage tasks effectively * Ability to understand challenging problems, find solutions and drive process improvement * Diverse trading background over a broad asset base
    $67k-115k yearly est. 60d ago
  • Dealer Finance Sales Representative

    Yanmar Holdings Co 4.4company rating

    Personal banker job in Acworth, GA

    Dealer Finance Sales Representative Location: Acworth, GA Dealer Sales Representative Field Sales | Wholesale & Retail Finance Programs Yanmar America is seeking a Dealer Sales Representative to serve as the primary field-based representative for our finance programs within an assigned dealer territory. This role is responsible for driving finance program utilization, strengthening dealer relationships, and positioning YAF as the preferred financing source for all Yanmar Group Company products. This position focuses on consultative selling, dealer education, and territory development, working closely with dealer partners and internal sales and credit teams to grow portfolio volume and penetration. Position Summary The Dealer Sales Representative is the face of Yanmar America Finance in the field. This role is responsible for building and maintaining strong relationships with dealer principals, sales managers, and finance staff while actively promoting YAF's wholesale (floorplan) and retail finance programs. The position plays a key role in expanding dealer participation, increasing finance penetration, and supporting the overall growth strategy of YAF across the assigned territory. Key Responsibilities Dealer Relationship Management * Serve as the primary YAF contact for a defined dealer territory. * Build and maintain high-trust, long-term relationships with dealer principals, sales managers, and finance staff. * Maintain regular in-person and virtual contact with assigned dealers. Program Sales & Promotion * Actively sell and promote YAF finance programs, including Floor Plan, Commercial Retail, and Consumer Retail. * Position YAF as the preferred financing partner for Yanmar Group Company products. * Drive increased program participation and portfolio growth. Dealer Training & Education * Conduct regular, structured training sessions with dealer staff on YAF's application process, dealer portal, program requirements, and compliance standards. * Ensure dealer teams are knowledgeable and confident in using YAF finance programs. Performance Monitoring * Track and analyze dealer performance metrics, including volume, penetration rate, and application quality. * Partner with dealers to develop action plans to increase finance sales and improve performance. Cross-Functional Collaboration * Work closely with Yanmar Group Company sales teams to align finance offerings with sales initiatives and territory goals. * Coordinate with internal credit, underwriting, and dealer support teams to support dealer success. Market Intelligence * Gather and report competitive intelligence, market trends, and dealer feedback. * Provide input to support ongoing program development and strategic planning. Dealer Support Coordination * Serve as the initial escalation point for complex dealer finance issues within the territory. * Coordinate with the Dealer Support Specialist and Sr. Credit Analyst/Underwriter to resolve issues quickly and effectively. Compliance * Ensure all dealer finance activity within the territory complies with YAF policies and regulatory requirements. Knowledge, Skills, and Abilities * Exceptional relationship-building and consultative selling skills * High energy and ability to thrive in a performance-driven, field-based environment * Strong presentation and public speaking skills for group training and dealer meetings * Strong understanding of the dealer business model and financing lifecycle, including floorplan and retail lending * Ability to negotiate and influence at all levels of a dealership organization * Excellent time management, organization, and territory planning skills Core Competencies * Sales Ability * Building Relationships * Communication * Planning and Organizing * Job Knowledge Qualifications * Bachelor's degree in Business, Finance, or a related field preferred * Minimum of 3+ years of experience in captive finance, equipment finance, or automotive finance field sales or dealer development * Proven track record of achieving sales and finance penetration goals within a dealer network * Proficiency in CRM tools and basic finance software * Ability to travel extensively, with 70%+ time on the road within the assigned territory Additional Information This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. This description does not constitute an employment agreement and is subject to change based on business needs. Pay Range: $54,863 - $68,579 per year
    $54.9k-68.6k yearly 4d ago
  • Personal Banker - Floating

    Renasant Corp 4.3company rating

    Personal banker job in Kennesaw, GA

    Tellers are responsible for processing transactions, assisting with customer inquiries, and recognizing and referring sales opportunities to other bank representatives and/or lines of business when appropriate, while acting in compliance with bank policies and procedures. This position must understand the importance of accuracy and protocol in transactions within bank policy while creating an exceptional customer experience and mitigating risk for both the customer and the bank. This position will serve as the first point of contact and, therefore, demonstrate Renasant Banks Sales and Service vision by providing excellent customer service and accurate completion of transactions. Senior Tellers will carry additional operational and sales performance goals and will often serve as the critical back-up to the Head Teller. Senior Tellers will lead by example and serve as a role model in the branch in all facets of the teller role. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities An effective Teller is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution, and operational excellence. * Process customer transactions effectively and efficiently, including deposits, withdrawals, transfers, loan payoffs and draws, official checks, etc. * Recognize/identify all customer needs, cues, and clues in every transaction and properly refer customers to the platform for an additional needs based conversation * Execute the Renasant Bank service standards in every customer and teammate interaction * Understand and listen for customer issues and concerns and either own the problem or refer to a branch teammate who can help address the concern * Maintain service knowledge standards in conjunction with related regulations, policies, and procedures * Execute daily operations including balancing, supplies ordering, balancing the ATM and vault, and performing branch capture procedures * Protect the bank from unnecessary risk by following compliance, risk, and operational procedures * Stay up-to-date and focused on all regulations, policies, and procedures related to Teller and other branch operations * Assist the Head Teller on additional operational procedures as necessary, including quarterly branch assessments * May assist with coaching and mentoring, and serve as a role model in all areas of operations, for all teller teammates * Perform other related duties as assigned Qualifications * High school diploma or equivalent required * 1 year teller experience and/or previous cash handling experience preferred * 6 months of customer service experience preferred * Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction * 10-Key skills * Mathematical skills, including the ability to count cash and coin in a fast paced environment * Good interpersonal skills * Effective written and verbal communication skills * Knowledge of and the ability to learn bank products and solutions * Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Tellers: * Minimum of 1 year successful teller experience * Minimum of 1 year previous back-up Head Teller experience required Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
    $28k-34k yearly est. Auto-Apply 60d+ ago
  • Resume Bank - Content & Creative Positions

    Jon Ossoff for Senate

    Personal banker job in Atlanta, GA

    Job Description Jon Ossoff's Senate campaign is looking for senior to junior level writers, video producers, graphic designers, and social media strategists to join our content and creative team. Requirements Campaign experience is not required. Journalism, editorial, or creative production backgrounds are a plus. Benefits The campaign provides benefits, including dental, vision and health insurance. Jon Ossoff for Senate is committed to diversity among its staff and recognizes that its continued success requires the highest commitment to hiring and retaining a diverse staff that provides the best quality services to our mission. Jon Ossoff for Senate is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, creed, sex, age, national origin, protected veterans, marital or familial status or responsibilities, parental status, domestic relationship status, sexual orientation, gender identity or expression, disability status, criminal history status, genetic information, homeless status, matriculation, personal appearance, status as a victim or family member of victim of domestic violence, a sexual offense, or stalking, or any other category prohibited by local, state or federal law.
    $32k-63k yearly est. 6d ago
  • Premier Private Banker III

    South State Bank

    Personal banker job in Atlanta, GA

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES It is the responsibility of the Premier Private Banker III to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Has responsibility for developing new Private Banking business through sales efforts. Manages a complex loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Compiles loan packages ensuring completeness and accuracy of information provided. Sells and cross-sells additional products and services of the Bank. Assures that all loans are following State and Federal regulations and Bank policies and procedures. ESSENTIAL FUNCTIONS * Actively participates in a business development plan to increase the Bank's loan and deposit portfolio * Manages full-service banking relationships with businesses, professional practices and high net worth individuals and oversees a portfolio of highly complex accounts * Consults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services. * Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services. * Resolves customer problems and assists with general inquiries. Provides superior service to customers. * Ensures that all required documentation is in file for all loans. Clears documentation or compliance exceptions noted by Loan Operations or other review channels * Develops and utilizes COI network to generate new business * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well and all State and Federal regulations. * Builds and maintains a positive working relationship with COI's to enhance the Bank's image and reputation in the marketplace * Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities. * May provide training and guidance to less experienced Private Bankers * Accepts other duties as assigned Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications, Education, and Certification Requirements * Education: Bachelor's degree in a related field (Finance, Management, Business Administration) or equivalent experience * Experience: Minimum 8 + years Business Banking or Private Banking experience; 5 or more years of lending or sales experience is preferred. FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities. * Skills: Excellent written and verbal communication skills are necessary. Demonstrated understanding of financial accounting and analysis. Excellent organization, interpersonal, sales, execution and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Proven success in problem analysis and resolution. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers. Ability to work independently and in a team setting. Knowledge of state, federal, and regulatory guidelines. * Knowledge: Basic knowledge of bank operating systems. Extensive knowledge of Bank products, services, procedures and practices. Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue resolution is required. Must have in-depth knowledge of federal and State lending regulations and Bank policies related to lending procedures. Familiarity with the local business community is strongly preferred. TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. TRAVEL Travel may be required to come to meetings as needed. Work Location: 3475 Piedmont Rd NE Suite 1900 Atlanta, Georgia 30305 Equal Opportunity Employer, including disabled/veterans.
    $32k-63k yearly est. 6d ago
  • Private Client Banker - Spanish Required- North Decatur Corners - Decatur, G

    JPMC

    Personal banker job in Atlanta, GA

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $32k-63k yearly est. Auto-Apply 60d+ ago
  • Financial Representative

    Country Financial 4.4company rating

    Personal banker job in Atlanta, GA

    COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions: Do you enjoy helping people? Want to help protect others from life's risks? Take pride in building lasting relationships? Want to work hard to build a successful business? Want to be in control of your own income?
    $34k-45k yearly est. 60d+ ago
  • Accountant at SUPERTAX NEW SMYRNA

    Supertax New Smyrna

    Personal banker job in Smyrna, GA

    Job Description Supertax, Inc. in Smyrna, GA is looking for one accountant to join our 13 person strong team. We are located on 1270 Concord Rd Se. Our ideal candidate is a self-starter, punctual, and engaged. Responsibilities Ensure proper completion of tax records completing paperwork in accordance with laws Monitor accountant records and systems keeping them current and accurate Analyze business spending and provide ways to better maximize budgets Perform audits of financial statements for accuracy and law compliance Bilingual Spanish and English Qualifications Experience working as an accountant Strong time-management skills; ability to multi-task, prioritize, and organize Knowledgeable of computer technology that includes excel, google docs, powerpoint, Strong math skills We are looking forward to reading your application. By applying to this job, you agree to receive periodic text messages from this employer and Homebase about your pending job application. Opt out anytime. Msg & data rates may apply. Powered by Homebase. Free employee scheduling, time clock and hiring tools.
    $30k-39k yearly est. 20d ago
  • Private Client Banker (New Build) - Georgia Northeast - Bethlehem, GA

    Jpmorgan Chase 4.8company rating

    Personal banker job in Bethlehem, GA

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $45k-94k yearly est. 60d+ ago
  • Universal Banker I

    Metrocity Bankshares, Inc.

    Personal banker job in Atlanta, GA

    Title: Universal Banker Reports to: Branch Manager Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed * Promote and maintain positive relations with all contacts, customers, and potential customers * Perform as a team member in allocating and coordinating the work flow * May train new employees and answer co-worker questions * May be responsible for bank opening/closing * Teller transactions * Open and Close Vault * Promote, explain, and sell all banking products * Prepare wire transfer for customers and ensure proper OFAC verification is performed before submitting the wire transfer. * Perform all duties in compliance with BSA/AML regulations and requirements * Obtains adequate data for CIP on all wire and money instrument transactions * Ensure proper customer information is collected and OFAC verification is performed before opening an account * Perform Risk Rating Assessment and Due Diligence for all customers. * Maintain and update customer information * Monitors and reports suspicious activity to the BSA Officer Education/Additional Training or Certifications: * High school Diploma or equivalent Previous Work Experience: * Previous Customer Service Experience * Previous Teller experience preferred * Software skills including Microsoft Office, Adobe, Internet, and Email Language Skills * 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 customers or employees of organization * Bilingual skills preferred Work Environment: * This job operates in a professional work environment. * The role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines Physical Demands: * While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. AAP/EEO Statement: * Metro City Bank is an Equal Employment Opportunity/Affirmative Action Employer with regard to Females, Minorities, Veterans, Disabled Persons, Sexual Orientation, and Gender Identity Other Duties: * 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.
    $30k-39k yearly est. 21d ago
  • Universal Banker I- Orangeburg, SC

    Southstate Bank

    Personal banker job in Calhoun, GA

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. Presents a neat and professional personal appearance, in accordance with bank policy. Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks. Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. FSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them. Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. Is knowledgeable of financial services offered by the bank. Shows sincere appreciation for each customer's time and business. Gives business card if not already given. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. UNIVERSAL BANKER FUNCTIONS One year of teller or cash handling experience and six months customer relationship building or sales experience Demonstrated expertise in the Teller II and basic FSR job functions Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities Other duties as assigned Qualifications, Education, and Certification Requirements Education: High School diploma or equivalent Experience: Cash handling, sales, customer service. Previous banking experience preferred. Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES The SouthState Way New Team Member Orientation Teller Foundations Banker Foundations All assigned Regulatory Compliance Training Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience PHYSICAL DEMANDS Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility. TRAVEL Travel may be required to come to meetings or training as needed. Work Location: 950 John C Calhoun Drive Orangeburg, South Carolina 29115 Equal Opportunity Employer, including disabled/veterans.
    $30k-39k yearly est. Auto-Apply 16d ago
  • Universal Banker - Travel (GA-McDonough-Hwy81E)

    Ameris Bancorp 4.8company rating

    Personal banker job in McDonough, GA

    Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. The Universal Banker Travel is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of multiple banking centers. Serve as both a Teller and Personal Banker that floats between banking centers to support customer and team needs across the retail area. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: * Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships. * Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance. * Apply need-based sales techniques and conduct customer financial profiles to attract, expand, and retain client relationships by identifying products and services. * Maintain a working knowledge of banking products and promotions. * Open new accounts and service existing accounts. * Accountable for achievement of defined sales and service goals. * Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client's experience. * Work to understand the root causes of customer service issues. * Identify and implement resolutions for service issues involving supervisors on more complex issues. * Conduct onboarding activities for new clients. * Provide backup support to other branches and employees as needed. * Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions. * Perform accurate transactions, balance each day, and verify cash totals. * Scan daily proof work to the remote capture machine. * Provide assistance and training to other colleagues and serves as a mentor. * Practice ethical sales behaviors in accordance with the Bank's Core Values of Integrity and Honesty. * Ability to work with flexible schedule, Saturdays, and to accommodate travel to different branches as needed. Required Knowledge, Skills and Competencies: * Highly motivated team-player with ability to develop and maintain collaborative relationships. * Strong written and verbal communication skills. * Intermediate PC proficiency. * Intermediate proficiency in Google Docs and Microsoft Office products. Industry and Work Experience: * 1 or more years of customer service experience required. * Cash handling or sales experience preferred. Academic: * High school diploma or GED required. * Bachelor's degree in business or related field preferred. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. * Medical, Dental and Vision Insurance * Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment * Life Insurance provided at no additional cost to employees * Accidental Death & Dismemberment Coverage * Long-Term Disability Coverage * Paid Sick and Vacation Leave * 11 Holidays * Volunteer/Service Day * Employee Stock Purchase Plan * 401(k) Retirement Plan * Ameris Bank matches 50% of your first 8% of contributions to the plan * Flexible Spending Accounts * Health Savings Account * Health Reimbursement Arrangement * Supplemental Life & Other Insurance Plans * Identity Theft Protection * Pet Insurance * Legal Insurance * Employee Assistance Program * Employee Advocacy Program * Tickets at Work (Entertainment discounts for Ameris Bank Employees) * AT&T Employee Discount * Wellness Discounts for Medical Premiums and Other Rewards * Employee Referral Incentive * Education Assistance * Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. * Free Interest Checking * Free Safe Deposit Box * Free Money Orders, Travelers' Checks and Cashier Checks * Discount on Mortgage Origination Fee * Free Online Banking and Free Unlimited Online Bill Payment * Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
    $29k-34k yearly est. 53d ago
  • Market Executive / Business Banker

    Pinnacle Bank 3.5company rating

    Personal banker job in Dawsonville, GA

    Employer Department Pinnacle Bank Commercial Job title Exemption status Market Executive / Business Banker Exempt Supervised by SVP - Market Manager ~increasing bank assets by developing quality commercial loans and deposit accounts ~cross selling bank products and services to customers through telephone contacts and personal visits ~building long-term customer relationships ~maintaining a positive service mentality ~ensuring superior quality service in completing all customer transactions ~matching the financial needs that achieve those customer goals with product and service solutions ~demonstrating an accurate knowledge of the bank's products and services The employee will support the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words and deeds. Skills, Knowledge, Talents Education College Degree in Business Administration or related field Successful completion of Large Bank Training program preferred. Prior Experience More than five years prior work experience in the same or related position, a working knowledge of credit evaluation, cash flow analysis, collateral values and lien perfection preferred. Required Skills & Knowledge Skills Core Value: ~ Operate with an Innovative Edge ~ Show Leadership Must have a basic knowledge of the bank's products and services. Must have a willingness to serve. Must be able to function efficiently in a network environment and have a working knowledge of Microsoft Office and SharePoint. Must be able to function efficiently on a general business level of math, possess general accounting knowledge (i.e. debits, credits, and an understanding of the bank's account reconciliations). Project a professional image by adhering to guidelines in the employee handbook. Must be able to collect, research, and analyze information skillfully. Must be a self-starter, a creative thinker, flexible, eager, nurturing, open to change and exhibit good judgment. Must be a leader by example, attentive to detail, work well with others and responsive to supervisory guidance. Must be able to read credit reports and other tools necessary to accomplish position responsibilities. Must know how to read financial statements to include the balance sheet, profit & loss statement, and cash flow statement. Must be able to identify and interpret trends in financial data. Must have a general knowledge of Generally Accepted Accounting Principles (GAAP) to include understanding the significant differences between Audited, Compiled, and Reviewed financial statements. Must have a clear understanding of the concepts of working capital. How is it defined? What are the working capital accounts? How does the operating cycle affect these accounts? Must have a working knowledge of compliance guidelines for the bank and the industry. Pinnacle Bank is an Equal Opportunity Employer and a Drug Free Workplace. As a condition of employment, a completed Application of Employment and satisfactory results from a background check and drug screening must be received. Pinnacle supports a diverse work force and welcomes all qualified applicants. It is the policy of Pinnacle Bank to consider applicants without regard to race, color, religion, creed, national origin, gender, disability, marital or veteran status, age or any other legally protected status.
    $29k-55k yearly est. Auto-Apply 6d ago
  • Financial Services Representative - State Farm Agent Team Member

    Ryan Hendrix-State Farm Agent

    Personal banker job in Braselton, GA

    Job DescriptionBenefits: Retirement Plan Bonus based on performance Company parties Flexible schedule Paid time off Training & development If you enjoy talking to people, are driven to achieve, have a passion for being the best in a fast paced work environment and some day aspire to run your own business but dont feel ready to jump right in yet, this opportunity may be for you. The position is designed to give on the job training while working with a full time mentor in the agents office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience. You must have at least one of the following Georgia Insurance licenses to apply, Property and Casualty or Life, Accident, and Sickness. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health and bank products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process
    $28k-42k yearly est. 28d ago

Learn more about personal banker jobs

How much does a personal banker earn in Marietta, GA?

The average personal banker in Marietta, GA earns between $25,000 and $41,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Marietta, GA

$32,000

What are the biggest employers of Personal Bankers in Marietta, GA?

The biggest employers of Personal Bankers in Marietta, GA are:
  1. Fifth Third Bank
  2. Wells Fargo
  3. PNC
  4. The PNC Financial Services Group
  5. W.F. Young
  6. Renasant Bank
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