Dunkirk, Maryland;Prince Frederick, Maryland; Mechanicsville, Maryland
**To proceed with your application, you must be at least 18 years of age.**
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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-37k yearly est. 4d ago
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Global Equity Trader
Brown Advisory 4.9
Personal banker job in Baltimore, MD
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
* Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
* Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
* Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
* Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
* Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
* Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
* Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
* Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
* Stay current on global market structure developments, regulatory changes, and trading innovations
* Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
* Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
* Assist with management of CSA budget and bundled research arrangements
* Produce and be able to present on quarterly best execution and board reporting
* Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
* 10+ years of global equity trading experience across global markets and managing firm risk
* Proven leader and self-starter requiring limited oversight
* Ability to work rotational overnight shifts to support global trading operations
* Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
* Collaborative and proactive mindset with strong interpersonal skills
* Comfortable working in a fast-paced, deadline-driven environment
* Familiarity with compliance regulations regarding best execution and fair allocation practices
* Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
* Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
* Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
* Strategic thinker with a passion for global equity, capital markets, and ETFs
* Demonstrable history of success in former roles
* Flexible and adaptable
* Detail oriented with strong analytical skills
* Superior communication skills
* Ability to maintain composure and focus through stressful situations
* Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
* Easily viewed as a trustworthy and dependable team player
* Self-confidence
* Fair and balanced in negotiating complex situations
* A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
* Medical
* Dental
* Vision
* Wellness program participation incentive
* Financial wellness program
* Fitness event fee reimbursement
* Gym membership discounts
* Colleague Assistance Program
* Telemedicine Program (for those enrolled in Medical)
* Adoption Benefits
* Daycare late pick-up fee reimbursement
* Basic Life & Accidental Death & Dismemberment Insurance
* Voluntary Life & Accidental Death & Dismemberment Insurance
* Short Term Disability
* Paid parental leave
* Group Long Term Disability
* Pet Insurance
* 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
$175k-200k yearly Auto-Apply 60d+ ago
Trader
Sherwood Lumber Corporation 3.8
Personal banker job in Baltimore, MD
Job Description
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
$58k-104k yearly est. 16d ago
Video Banker I/II
Tower 4.7
Personal banker job in Laurel, MD
$1000 Signing Bonus effective 1/20/2023
Note: All full-time positions include exceptionally low medical premiums in addition to a whole host of other benefits.
Hours: Monday rotating 8:15am-5:15pm or 9:45am-6:15pm, Tuesday through Thursday 8:15am-5:15pm, Friday rotating 8:15am-5:15pm or 8:45am-6:15pm, Saturday Rotating schedule of 8:30am-1:30pm
Hiring Range - $20.25 /hr - $25.31 /hr
THIS IS AN ON-SITE ROLE AT TOWER
Please complete the link in a separate window for the assessment: - Video Banker
****************************************************************************************************
SUMMARY OF POSITION:
This position is responsible for providing efficient and accurate processing of teller transactions using video technology, Interactive Teller Machines (ITM), in compliance with State and Federal regulations and Tower Federal Credit Union (TFCU) policies and procedures. The Video Banker professionally represents the credit union to members using the ITM, projects a positive knowledgeable image to members and delivers exceptional service while doing so in a remote working environment.
_____________________________________________________________________________
PRINCIPAL ACCOUNTABILITIES AND FUNCTIONS:
1. Provides engaging member-centric service to members virtually via video and chat functionality using the ITM technology.
2. Facilitates ITM processing for members by providing step-by-step guidance through the ITM process.
3. Processes customary teller transactions with the ITM using video technology to assist members with a high degree of accuracy.
4. Educates and assists members about how to use the new technology of ITMs to complete their transactions.
5. Projects good customer relations while conveying a positive member service experience using ITM video technology.
6. Pursues opportunities to establish new relationships and to expand existing member relationships.
7. Initiates conversations to uncover member's needs and promote TFCU products and services, and effectively refer members to appropriate team members when needed.
8. Maintains, and is able to present, an up-to-date and comprehensive knowledge on all credit union products and services that are promoted by Tellers (e.g., Home Banking, Mobile Deposit, Direct Deposit).
9. Attends training courses (classroom, online, ambassadorships) to continuously build knowledge of the financial industry and learn more about the credit union's products, policies and procedures.
10. Processes transactions (cash withdrawals, check cashing, and transfers) after identifying the member or non-member; verifies account ownership, signature and account details
11. Verifies and processes loan payments, transfers and other monetary and non-monetary transactions (e.g., official checks,, ).
12. Maintains a thorough working knowledge of the credit union's teller platform and the various applications (e.g. Check Balance site, ITM management console etc.) and is able to use resources from multiple platforms when processing transactions.
13. Maintains an awareness of security risks in the areas of member identification and confidentiality. Attends required branch quarterly security training.
14. Completes annual regulatory training such as US Patriot Act, Bank Secrecy Act and Office of Foreign Asset Control training, and is subsequently able to complete Currency Transaction Referrals and Suspicious Activity Referrals.
15. Guides members to the appropriate staff for specific information and assistance.
16. Perform related duties as assigned.
______________________________________________________________________________
REQUIRED QUALIFICATIONS:
• Possession of a high school diploma or equivalent certificate.
• Minimum of one to three years' experience in a credit union or related financial institution.
• Demonstrated successful customer service experience.
• Or, an equivalent combination of education and experience.
• Refer to career path for level 1 to level 2 progression.
COMPETENCIES:
• Ability to effectively service members using video technology and create a personalized experience
• Ability to effectively communicate verbally, and to explain ITM operations clearly and succinctly.
• Excellent customer service skills and a sincere desire to help members.
• Ability to maintain a professional appearance and behavior, and is comfortable, friendly and confident in the ITM video environment.
• Knowledge of various personal computer programs and various delivery channels such as online banking and mobile banking.
• Ability to provide explanation and instruction in one-on-one situations with members in the ITM environment.
• Ability to troubleshoot, with guidance, routine computer and ITM malfunctions.
• Ability to sit for long periods of time.
• Ability to work in a fast paced environment.
• Ability to add, subtract, multiply and divide.
• Ability to reconcile and balance transaction records.
• Ability to read and interpret procedure manuals.
• Ability to follow detailed written and oral instructions.
• Ability to solve problems with many variables in a variety of situations.
• Ability to take and follow instructions.
• Ability to prioritize tasks and complete daily job assignments
• Ability to work to deadlines.
• Ability to arrive at work routinely and promptly.
• Ability to respond to common inquiries and complaints.
• Ability to get along with colleagues and supervisors.
• Must be able to manage and prioritize multiple tasks.
• Must be a team player, flexible, and lead by example.
______________________________________________________________________________
WORKING CONDITIONS:
• Ability to sit, stand and walk for extended periods and demonstrate sufficient dexterity and vision to operate a variety of office equipment.
• Ability to lift up to 15 lbs. with or without assistance.
• Ability to work the hours needed which may extend beyond the defined work schedule when operating conditions dictate
Full Time, Branch Schedule and /or flexible as required by Branch Administration.
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: ****************************************************************
$37k-84k yearly est. Auto-Apply 60d+ ago
Private Banker 2
First National Trust Company
Personal banker job in Baltimore, MD
Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future.
Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Compensation Grade:
EXT11
Pay Range:
$91,858.00 - $153,088.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
The University of Nevada, Las Vegas (UNLV) appreciates your interest in employment. We ask that you keep in mind the following when completing your application:
Once you start the application process you cannot save your work. Please ensure you have all required attachment(s) available to complete your application before you begin the process.
Required attachments are listed below on the posting. Your application will not be considered without the required attachments.
Please note that applications must be submitted prior to the close of the recruitment.
Once a recruitment has closed, applications will no longer be accepted. If you need assistance or have questions regarding the application process, please contact Human Resources at ************** or *****************
Job Description
The University of Nevada, Las Vegas invites applications for Student Financial Success Specialist, Financial Services [R0150367]
ROLE of the POSITION
The Student Financial Success Specialist is primarily responsible for all interactions with students and their family members. Managing outreach and engagement, educating them on their financial responsibilities and the procedures with which UNLV/NSHE sets forth governing tuition and fee charges and payments. Under the supervision of the Cashiering and Student Accounts Manager, this position will be responsible for reviewing students' accounts, managing all inquiries, maintaining communication with students falling behind on their financial responsibilities, monitoring bankruptcy claims, recording payments, and processing collections. In order to fulfill these responsibilities, this position will interact with the Campus Relations Team within Academic Affairs, external collection agencies, and the General Counsel's office, providing the support needed to ensure students' needs are addressed.
This position will also maintain responsibility for ensuring the university remains complaint with all regulations around charges applied to accounts and the guidelines with which the university must remain in to collect by researching regulatory changes and interpreting complex compliance frameworks --including NSHE/UNLV policies, FDCPA (Fair Debt Collection Practices Act), Consumer Financial Protection Bureau (CFPB) Regulation F, and Department of Education guidelines.
Duties include:
Responsible for monitoring students' accounts, proactively engaging with at-risk students falling behind on payments.
Educating students on university deadlines and policies regarding balances.
Attempting to resolve past due balances via payments or enrolling in payment plans.
Research, reconcile, and resolve any student account balance issues identified.
Maintain or establish communication with students regarding past due balances, including working with collection agencies.
Process past due accounts with collections agencies or the District Attorney's office that have been deemed uncollectable.
Monitor Bankruptcy Claims and work with General Counsel to resolve the students' accounts.
Act as the primary point of contact for all cashiering and student account inquiries.
Act as Primary Liaison with the Campus Relations Team in Academic Affairs, helping students get their questions answered by the right individual.
Answer phones, emails, and chat questions that students and families have, following all FERPA guidelines and Board policy.
Maintain awareness and understanding of UNLV and NSHE policies around tuition and fee-related policies
MINIMUM QUALIFICATIONS
This position requires a Bachelor's Degree from an accredited college or university as recognized by the United States Department of Education and/or the Council on Higher Education Accreditation (CHEA) and 1 to 3 years of experience. Credentials must be obtained prior to the employment start date.
Basic knowledge of Generally Accepted Accounting Principles (GAAP)
Understanding of invoicing, payment processing, account reconciliations, and cash application
Understanding of financial and legal regulations related to managing accounts receivable
PREFERRED QUALIFICATIONS
Higher Education, Cashiering/Student Accounts (Bursar's Office) experience is preferred.
Detailed knowledge in understanding fair credit practices and regulations to manage delinquent accounts and collections effectively.
Peoplesoft/Touchnet Experience
NSHE/UNLV Policies and Procedures
Cashiering and Students Accounts Experience
COMMITMENT to DIVERSITY and CAMPUS VALUES
A successful candidate will support diversity, equity, and inclusiveness and contribute to a respectful, positive work environment. They will use our Campus Values to guide their decisions and actions and demonstrate our Rebel spirit.
SALARY
Salary range is $61,000 - 70,000, or commensurate with the labor market.
BENEFITS OF WORKING AT UNLV
Competitive total rewards package including:
Paid time off, sick leave, and holidays
Excellent health insurance including medical, dental and vision
Comprehensive retirement plans and voluntary benefits programs
No state income tax
Tuition discounts at Nevada System of Higher Education (NSHE) schools
Tuition discounts for spouses, domestic partners, and dependents
PERKS & PROGRAMS
Employee recognition and appreciation programs
UNLV athletics ticket discounts
Statewide employee purchase program discounts
RebelCard discounts on and off campus
Wellness programming for all UNLV faculty and staff at no cost
Opportunity for career advancements to leadership roles
Connect with colleagues with shared interests
Personal and professional development opportunities
A comprehensive onboarding program, Rebels: Onboard
Support and resources available for veteran applicants - contact ********************** or visit our Veterans Webpage.
HOW TO APPLY
Submit a letter of interest, a detailed resume listing qualifications and experience, and the names, addresses, and telephone numbers of at least three professional references who may be contacted. References will not be contacted until the search chair notifies you in advance.
Applicants should fully describe their qualifications and experience, with specific reference to each of the minimum and preferred qualifications because this is the information on which the initial review of materials will be based. Materials should be addressed to the Search Committee Chair.
Although this position will remain open until filled, review of candidates' materials will begin on January 30, 2026.
Applications must be submitted electronically through Workday. Please note that emailed materials will not be accepted.
Veterans are encouraged to apply. UNLV values the skills of those who have served. Learn more at Veterans Webpage or contact ********************** for support.
For assistance with the application process, please review instructions on How to Apply. For further assistance contact UNLV Human Resources at ************** or *****************.
SPECIAL INSTRUCTIONS FOR INTERNAL NSHE CANDIDATES
UNLV employees or employees within the Nevada System of Higher Education (NSHE) MUST use the “Find Jobs” process within Workday to find and apply for jobs at UNLV and other NSHE Institutions. Once you log into Workday, type "Find Jobs" in the search box which will navigate to the internal job posting site. Locate this specific job posting by typing the job requisition number, “R0150367” in the search box.
If you complete an application outside of the internal application process, your application will be returned and you will have to reapply as an internal applicant which may delay your application.
PROFILE of the UNIVERSITY
Founded in 1957, UNLV is a doctoral-degree-granting institution of approximately 30,000 students and more than 3,600 faculty and staff. To date, UNLV has conferred more than 152,000 degrees, producing more than 130,000 alumni around the world. UNLV is classified by the Carnegie Foundation for the Advancement of Teaching as an R1 research university with very high research activity, and is a recipient of the Carnegie Classification for Community Engagement. The university is committed to recruiting and retaining top students and faculty, educating the region's diversifying population and workforce, driving economic activity through increased research and community partnerships, and creating an academic health center for Southern Nevada that includes the launch of a new UNLV School of Medicine. UNLV is located on a 332-acre main campus and two satellite campuses in Southern Nevada.
Here at UNLV, we have come together and created one of the most affirmative and dynamic academic environments in the country. UNLV sits in the top spot in U.S. News & World Report's annual listing of the nation's most diverse universities for undergraduates. The university has ranked in the top ten since the rankings debuted more than a decade ago. We continue to show our commitment to serving our wonderfully diverse population and building the future for Las Vegas and Nevada.
For more information, visit us on line at: *******************
EEO/AA STATEMENT
The University of Nevada - Las Vegas (UNLV) is committed to providing a place of work and learning free of discrimination on the basis of a person's age (40 or older), disability, whether actual or perceived by others (including service-connected disabilities), gender (including pregnancy related conditions), military status or military obligations, sexual orientation, gender identity or expression, genetic information, national origin, race (including hair texture and protected hairstyles such as natural hairstyles, afros, bantu knots, curls, braids, locks and twists), color, or religion (protected classes). Discrimination on the basis of a protected class, including unlawful harassment, which is a form of discrimination, is illegal under federal and state law. Where unlawful discrimination is found to have occurred, UNLV will act to stop the unlawful discrimination, to prevent its recurrence, to remedy its effects, and to discipline those responsible. Women, minorities, and veterans are encouraged to apply.
TITLE IX STATEMENT
The University of Nevada, Las Vegas, does not discriminate on the basis of sex in any education program or activity that it operates. Non-discrimination on the basis of sex is mandated by Title IX of the Education Amendments of 1972 (20 U.S.C. §§ 1681 et seq.) and the corresponding implementation regulations (34 C.F.R. Part 106). The University's commitment to nondiscrimination in its education programs and activities extends to applicants for admission and employment. Inquiries concerning the application of these provisions may be referred to: Michelle Sposito, J.D., Title IX Coordinator, University of Nevada, Las Vegas, 4505 S. Maryland Parkway, Mail Stop 1062, Las Vegas, NV 89154-1062, Campus Services Building (CSB) Room 246, Telephone: **************; Email: ***************************, or to The Assistant Secretary of the United States Department of Education, U.S. Department of Education, Office for Civil Rights, 400 Maryland Avenue, SW, Washington, D.C. 20202-1100; Telephone: ************** FAX: ************; TDD: **************; Email: **********; or to both.
Information pertaining to the University's grievance procedures and grievance process, including how to report or file a complaint of sex discrimination, how to report or file a formal complaint of sexual harassment, and how the University will respond can be found online at the Office of Equal Employment & Title IX webpage.
SAFETY AND SECURITY STATEMENT
UNLV is committed to assisting all members of the UNLV community in providing for their own safety and security. The Annual Security Report and Annual Fire Safety Report compliance document is available online.
JOB CATEGORY
Administrative Faculty
Yes
Full-Time Equivalent
100.0%
Required Attachment(s)
Cover letter, resume, and three professional references
Posting Close Date
12/31/2026
Note to Applicant
This position may require that a criminal background check be conducted on the candidate(s) selected for hire.
HR will attempt to verify academic credentials upon receipt of hiring documents. If the academic credentials cannot be verified, HR will notify the faculty member that an official transcript of their highest degree must be submitted within thirty days of the faculty member's first day of employment.
References will be contacted at the appropriate phase of the recruitment process.
As part of the hiring process, applicants for positions in the Nevada System of Higher Education may be required to demonstrate the ability to perform job-related tasks.
For positions that require driving, evidence of a valid driver's license will be required at the time of employment and as a condition of continued employment.
All document(s) must be received on or before the closing date of the job announcements (if a closing date is provided).
Recruitments that provide a work schedule are subject to change based on organizational needs.
$61k-70k yearly Auto-Apply 2d ago
Universal Banker
Burke & Herbert Bank 4.4
Personal banker job in Federalsburg, MD
Summary/Objective
Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Universal Banker will rotate between the teller line and the customer service desk.
Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars.
Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc.
Open Consumer and Business Bank Accounts including loans and deposits.
Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance.
Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions.
Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals.
Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security.
Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality.
Other Duties
Other duties as assigned.
Education and Experience
High School Diploma or equivalent
2-3 years teller and/or new accounts experience preferred.
Universal Banker must be comfortable and confident in a sales and service environment.
Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers.
Highly professional with good interpersonal and problem-solving skills.
Excellent computer, typing, and math skills required.
Highly organized and detail-oriented.
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.
This position is classified as non-exempt, and as such it is paid on an hourly basis. The pay range for this position is $18.50 - $19.50 per hour. Other compensation includes overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a workweek. Eligible for incentive compensation.
Equal Employment Opportunity/M/F/disability/protected veteran status
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.
$18.5-19.5 hourly Auto-Apply 5d ago
Private Client Banker - Oxon Hill (New build) - Oxon Hill, MD
Jpmorgan Chase & Co 4.8
Personal banker job in Oxon Hill, MD
JobID: 210702899 JobSchedule: Full time JobShift: Day Base Pay/Salary: Oxon Hill,MD $22.50-$30.29 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: **************************************************************************
$48k-112k yearly est. Auto-Apply 5d ago
Universal Banker (Greenbelt)
Atlantic Union Bank Careers 4.3
Personal banker job in Greenbelt, MD
The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
Develop and maintain knowledge of bank products, services, including other lines of business
Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
Promote the branch's overall growth through the development and retention of new and existing customers
Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Uncover and provide solutions for lending needs
Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
Perform teller functions and cash transactions
Balance cash each day
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
Perform complex branch operational duties as assigned
Ensure that all required training is successfully completed
Other duties as assigned
Organizational Relationship
This position reports to the assigned leader of the branch.
Position Qualifications
Education & Experience
Possess or be able to obtain an NMLS registration
High school diploma or equivalent required, associate's degree preferred
Minimum of 1 year experience in banking or financial services preferred
Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred
Previous cash handling experience preferred
Teller experience strongly preferred
Customer service experience required
Lending experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $47,389--$71,037. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
$47.4k-71k yearly 60d ago
Private Banker
Hanscom Federal Credit Union
Personal banker job in Chestertown, MD
It's an exciting time to be at Peoples Powered by Hanscom!
As a member of our Relationship Banking Department, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members.
Who we are - Peoples Powered by Hanscom
Members-first - our members are our top priority. We make business decisions with our members at the top of mind.
Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy.
Teamwork - we are in this together and we all benefit from our success.
Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success.
What we offer
$98,471.19 to $123,088.99
Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.
A full-time, permanent position that will reward you through a competitive incentive program.
Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
A flexible hybrid work schedule environment.
We are committed to fostering career growth and development - when you join our organization it's not just a job.
We look to develop your skills aligned to our business needs and help you progress in your career.
Who you are - Private Banker
You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.
What you'll do
Proactive outreach and engagement with our members (banks call them customers) to present our products and services as solutions to financial life cycle needs.
Conduct business reviews to ensure members are satisfied with their products and services.
Well versed in sophisticated financial services, products and services.
Meet established sales goals related to deposit, lending, and investment products.
Always provide remarkable member service and maintain Peoples Powered by Hanscom's image in the community.
Actively support and participate in the outside business development, and community events.
Provide solutions for complex financial needs.
Responsible for maintaining working knowledge of Peoples Powered by Hanscom products, rates, including services and fees, individual and branch dialogs and keeping team informed of the competition in the area. Maintain knowledge of competitor rates and products.
Resolve member's financial problems, questions, or concerns within credit union guidelines.
Ensure compliance with all applicable regulations and credit union policies and procedures.
Continually strengthen knowledge and capabilities within financial services and stay current with completive trends.
Maintain Confidentiality of all members and credit union information and data.
Take on additional tasks and projects.
Knowledge/Skills/Experience Required:
Willing to obtain FINRA Series 6 and 63 Securities License; Life/Health Insurance licenses required; Series 7 and 65 or 66 and preferred.
5 to 7 years' experience in branch banking. Preferably in a business development or branch management role previously.
Knowledge of consumer and mortgage lending including applicable state and federal statutes and requirements; knowledge of State and Federal regulations including those pertaining to deposit accounts, consumer, and mortgage loans; strong written and oral communication skills; computer skills and sales skills.
Ability to establish and maintain effective working relationships at the senior management level and across all levels of the organization.
Excellent analytic, organization, presentation, and facilitation skills; ability to lead multiple tasks under tight deadlines.
Ability to prioritize workload and to work independently.
Strong decision making and problem-solving skills.
Strong written and verbal communication skills
Additional Skills
Educating affluent member households with deposit balances of $100,000 or more.
Acting as the single point of contact for all banking needs.
Growing and retaining member assets.
Acquiring new members.
Education/Certifications/Licenses
Must be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file. Provides changes to any individual information (such as an address or name change) as they occur directly into the NMILS system or to the HR Department within 20 days of such a change.
A college degree
PHYSICAL REQUIREMENTS
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
** Must be authorized to work in the US **
$98.5k-123.1k yearly 4d ago
Universal Banker
CFG Bank 3.7
Personal banker job in Baltimore, MD
CFG Bank, based in Baltimore, Maryland, is a leading financial institution serving the national healthcare and multifamily markets and the Mid-Atlantic region. As the 6th largest bank in Baltimore by deposits and the largest locally based, we've grown from $1 billion to over $5 billion in assets by 2023. With over 30 years of expertise, we rank among the top five healthcare bridge-to-HUD lenders in the country. At CFG Bank, we redefine banking by blending big bank capabilities with personalized boutique service. Recognized as "Best Place to Work" by the Baltimore Business Journal in 2022, 2023, and 2024, our primary goal is making each team member feel choosing CFG Bank was their best career decision. Join us for professional growth and a positive work environment that sets CFG Bank apart.
POSITION SUMMARY:
As a Universal Banker at CFG Bank, you'll embody our commitment to exceptional customer service. Your role encompasses greeting customers warmly, providing efficient assistance, and recommending suitable banking products and services to enhance customer relationships. You'll manage both Teller and Platform transactions, ensuring accuracy and security while maintaining strict confidentiality. Additionally, you'll play a vital role in branch operations, conducting audits, and upholding regulatory compliance standards to ensure a seamless banking experience for our customers. Our branches operate 9 AM to 4 PM, Monday through Thursday, and 9 AM to 5 PM on Fridays.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Ensures customers receive friendly, efficient service while adhering to bank regulations and minimizing risks.
* Responds professionally to customer inquiries, prioritizing confidentiality of accounts and transactions.
* Identifies and promotes bank products to enhance customer relationships, referring to new accounts personnel as needed.
* Contributes to meeting branch and bank goals through effective self-management.
* Acquires and maintains comprehensive knowledge of bank products and services.
* Cross-trained in Teller and Platform transactions, assisting customers in both areas.
* Handles customer information and bank-related issues confidentially and in compliance with regulations.
* Performs all-purpose teller duties at the teller station.
* Monitors cash and security in the teller area, managing currency and coin transactions.
* Conducts various branch settlement activities independently or with branch staff assistance.
* Performs monthly teller, vacation, and other audits, ensuring accuracy and compliance.
* Ensures proper recording and processing of night depository bags under dual control.
* Manages ATM cash replenishment, reconciliation, and audits according to policy.
* Ensures compliance with bank regulatory policies, including training coordination as directed.
* Maintains cleanliness and orderliness of branch, teller area, and workstation, reporting maintenance issues promptly.
QUALIFICATIONS AND REQUIREMENTS:
* High school diploma or equivalent with basic math skills and demonstrated time-management and organizational abilities.
* Preferred minimum of two to three years of related branch-banking experience.
* Working knowledge of IRA account structures, rules, and requirements.
* Ability to be cross-trained in Teller and Platform skills; experience in both areas preferred.
* Effective written and verbal communication skills for interaction with the public and colleagues across departments.
* Strong interpersonal skills essential.
* Proficiency in MS Word and Excel, with computer literacy.
* Capable of lifting office supplies up to 40 lbs. and standing for extended periods during customer service.
* Flexibility to work varying hours, overtime, and occasionally cover staffing at other branches.
* Completion of all job-related training programs and attendance at staff meetings and other bank functions, including seminars and compliance meetings.
COMPENSATION DISCLOSURE:
In accordance with Maryland's Equal Pay for Equal Work Act, we are committed to providing transparent wage information for all posted job opportunities. The pay for this position is $24 per hour. Compensation is determined based on factors such as Experience, Qualifications, and Internal equity.
BENEFITS AND ADDITIONAL COMPENSATION:
Additionally, this position includes a comprehensive benefits package and other forms of compensation, including:
* Employer-provided health benefits: medical insurance, dental and vision insurance, disability insurance, life insurance, mental health support services, and wellness program
* Paid time off: vacation days, sick leave, volunteer days
* Retirement plan: 401(k) with employer match
* Other compensation elements: Discretionary annual bonus and overtime pay for non-exempt positions
EOE STATEMENT:
CFG Bank is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. If you require accommodations during the application process, please contact **************************.
#LI-ONSITE
$34k-42k yearly est. 45d ago
Universal Banker (Customer Service Representative) - Flex/Travel
Queenstown Bank of Maryland 3.1
Personal banker job in Ridgely, MD
Job Description
Come Join a Team that is Working Together to Enhance the Lives of our
Colleagues
,
Customers
and the
Community
Every Day!
This Customer Service Representative (CSR) role will travel among our 9 branches along Maryland's Eastern Shore, within these counties: Queen Anne, Talbot, Dorchester and Caroline
This position is responsible for delivering exceptional service, building and expanding strong relationships with our customers and supporting various operational needs of customers.
Duties and Responsibilities:
Build relationships by developing trust and engaging in conversations to understand customers' financial needs and uncovering opportunities to grow their relationships.
Open a variety of new accounts for customers including checking, IRA's, and CD's; Providing information and answering questions regarding interest rates, fees, and bank policies.
Handle account servicing requests including stop payment requests, wire transfers, dormant account reactivation, address changes, travel notifications, research, and ATM/Debit card orders.
Educate customers on digital services to deepen their understanding of alternative service opportunities and fraud solutions.
Work closely with colleagues throughout the bank to achieve branch goals and provide an exceptional customer experience.
Support CSAs as needed by processing customer transactions.
Follow all banking regulations, security and operational procedures to protect customers and bank assets.
Make decisions when questionable items are presented for cashing.
Provide support to less experienced branch staff members.
Comply with and work toward branch goals to achieve or exceed branch growth potential.
Adheres to Bank policies and procedures required by federal and state statutes, laws and regulatory rules.
Adheres to Company's Safety and Security Policies and Procedures.
Adheres to Company's behavioral standards and Core Values, which are Trust, Customer. Commitment, Teamwork, Excellence and Performance.
Performs other duties as assigned by management.
Qualifications (Knowledge, Skills, Abilities, Education and Experience):
High school diploma or GED.
One year of banking customer service required.
Demonstrated understanding of branch operation activities, terminology, products, and services
Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Strong computer skills to include database and Microsoft Office.
Ability to work independently and as a team member.
Detail oriented.
Basic math skills to include the ability to calculate interest and balance accounts.
Excellent communication skills
Good organizational and time management skills.
Ability to apply good judgement to carry out instructions, interpret documents, understand procedures, write reports and correspondence.
Physical Demands and Work Environment:
Mobility sufficient to perform activities required of position, including travel to branch locations
Manual dexterity for the functional operation of office equipment, such as computers, calculators, etc.
Ability to actively engage in necessary communications with internal and external customers.
Company Benefit Offerings for eligible employees:
Medical, Dental and Vision insurance offered 1st of the month following 30 days of employment
Paid Time Off (PTO) starts at 3 weeks per calendar year (prorated for new hires based on start date)
12 Paid Holidays (including Birthday)
401K retirement plan with up to a 4% Company match and immediate vesting
Tuition Reimbursement
Employer paid life insurance
Employer paid disability insurance
Voluntary life and disability insurance
Employee Assistance Program
Employee Discounts and Perks
Compensation:
The posted pay range for this position reflects a good faith estimate.
The posted pay range includes a $1.00 per hour Flex stipend for travel.
Actual compensation offered may vary based on factors such as relevant experience, skills, internal equity, tenure, performance and location.
Queenstown Bank is an Equal Opportunity Employer, including protected Veterans and individuals with Disabilities. Queenstown Bank is an E-Verify participant.
$33k-42k yearly est. 15d ago
Client Solutions Administrator II - Universal Banker
Linkbank
Personal banker job in Salisbury, MD
What LINKBANK Offers:
Hourly Rate between: $15.49 - $25.82 per hour
Eligible for overtime for hours worked over 40 in any week
Saturday pay
All Employee Incentive Plan - annual bonus
Benefits (first of the month following date of hire):
Medical / Dental / Vision Coverage for employee and families
Life Insurance / Short and Long Term Disability - employer paid
Voluntary Life and AD&D Options for employee, spouse and children
Retirement (first of the month following 90 days of employment):
Employer match 50% up to 6% of employee's bi-weekly salary deferral
Auto enrolled and auto escalated
Annual Paid Time off
120 hours of Paid Time off (Vacation)
40 hours of Family Care time
40 hours of Sick & Safe Leave
24 hours of Volunteer time
8 hours of Birthday time
11 paid holidays
Other Benefits
Education Assistance
Employee Stock Purchase Program (buy at 5% discount)
Employee Referral Program
Paid Parental Leave
General Responsibilities / Job Summary:
The Client Solutions Administrator II is responsible for delivering an exceptional experience to all visitors, contributing to the achievement of center goals through precise and efficient transaction processing, while providing tailored client solutions. This role requires a positive attitude, strong work ethic, and a commitment to ongoing learning to effectively meet client needs and support the bank's success.
Essential Functions/Duties:
Client Experience: Provide excellent service by handling transactions like deposits, withdrawals, check cashing, and loan payments quickly and accurately.
Transaction Processing: Process various transactions, such as official checks, currency handling, and safety deposit payments, with accuracy.
Compliance and Record-Keeping: Keep accurate records and follow Retail Operations Guidelines to ensure compliance and readiness for audits.
Large Transactions and Commercial Deposits: Handle large commercial deposits, IRA processing, and savings bond redemptions, and audit cash machines.
Daily Operations: Balance the cash drawer daily, process deposits, and help with the NSF decision process and branch cash totals.
Team Support and Sales: Assist with cross-selling by reviewing client profiles and referring them to the right team member for further solutions.
Training and Compliance Oversight: Train associates on procedures, perform audits on cash drawers, and ensure logs are updated correctly.
Branch Cash and Security Management: Manage cash orders, shipments, and complete monthly security tasks like alarm tests and surprise audits.
Additional Responsibilities: Perform other tasks as needed to support daily operations.
Embody LINK Corporate Values: Represent LINK's values (LIVE, INTEGRITY, NURTURE, KNOWLEDGE) in every client interaction and daily task.
Requirements
Minimum Qualifications:
Education/Training: High School Diploma or equivalent.
Knowledge/Skills/Abilities:
Manage Multiple Priorities: Effectively handle various tasks with guidance from a supervisor.
Attention to Detail & Problem-Solving: Focus on accuracy and proactively address issues.
Knowledge of Bank Products: Strong understanding of bank services and products.
Compliance: Consistently follow policies and procedures. Proficiency in using computer systems and software (Windows and office equipment).
Client Service & Communication: Provide excellent service and build positive relationships.
Organizational & Teamwork Skills: Stay organized and work well with others.
Experience: At least three (3) years teller/cash handling, client service experience required. Supervisory experience a plus but not required.
Required Certification/Licenses:
Travel Requirements: Ability to travel to all locations in the bank's footprint as needed.
Physical and Mental Job Requirements:
Clear Communication: Effectively convey instructions to clients and coworkers.
Comprehension of Transaction Details: Understand complex transaction and operational information.
Physical Stamina: Ability to stand and walk for extended periods.
Manual Dexterity: Operate office equipment and computers efficiently.
Visual Acuity: Ability to work at computer terminals with clear vision.
Lifting Ability: Lift up to 20 pounds when necessary.
Working Conditions:
Indicate how often the following physical demands are required to perform the Essential Functions listed above.
$15.5-25.8 hourly 7d ago
Private Banker 2
First National Bank (FNB Corp 3.7
Personal banker job in Baltimore, MD
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Compensation Grade:
EXT11
Pay Range:
$91,858.00 - $153,088.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$34k-38k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
David Munson Agency
Personal banker job in Bethesda, MD
I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career!
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
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.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Health benefits
Profit sharing
401K
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement in my agency
Signing Bonus up to $
Learning to market property/casualty, life, health, bank and mutual fund 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, pleasecomplete our application. We will follow up with you on the next steps inthe 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 InsuranceCompanies. 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 FarmInsurance Companies agentselection process
$30k-54k yearly est. 27d ago
Financial Services Representative - State Farm Agent Team Member
Kathy Schultze-State Farm Agent
Personal banker job in Frederick, MD
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Job Posting: Insurance Sales Representative (Future Owner Potential) Company: Kathy Schultze State Farm
Location: Frederick, PA
Kathy Schultze State Farm is looking for a motivated Insurance Sales Representative who aspires to become an agency owner in the future. Join our team in Frederick, PA, and embark on a rewarding career with one of the nation's leading insurance providers.
Responsibilities:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers to ensure satisfaction.
Provide prompt, accurate, and friendly customer service.
Maintain a strong work ethic with a commitment to success each day.
Participate in training and development programs to enhance sales skills and product knowledge.
Requirements:
Sales experience preferred; willing to train the right candidate.
Excellent communication, interpersonal, and negotiation skills.
Self-motivated and goal-oriented with a strong drive to succeed.
Ability to work in a team environment.
Desire to learn about insurance products and services.
Must be eligible to obtain insurance licenses (we will assist with licensing process).
Benefits:
Competitive base salary plus commission and bonus potential.
Comprehensive training and development programs.
Health benefits package and retirement options.
Paid time off and holidays.
Opportunity for career advancement into agency ownership.
How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm. Please submit your resume and a cover letter explaining why you are interested in this position and your career goals.
Join our team and start your journey towards becoming a successful insurance professional and agency owner! Kathy Shultze State Farm is an equal opportunity employer committed to diversity and inclusion in the workplace.
About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. We pride ourselves on delivering exceptional service and building long-lasting relationships with our customers.
$30k-54k yearly est. 17d ago
Universal Banker
Presidential Bank FSB 4.0
Personal banker job in Frederick, MD
Job DescriptionDescription:
The Universal Banker is responsible for providing efficient and accurate transaction processing, delivering exceptional customer service, and supporting branch sales goals. This role combines the responsibilities of teller operations and customer service, including addressing routine inquiries, identifying customer needs, and making product and service referrals. The ideal candidate thrives in a team environment, actively contributes to branch goals, and demonstrates a strong commitment to client satisfaction.
Operates core banking systems with accuracy and efficiency while processing transactions using a associate cash drawer.
Balances assigned cash daily and strictly follows all cash handling and security procedures, maintaining sole control of assigned drawer and limits.
Complies with policies related to cash differences and controllable losses.
Verifies customer identification and documentation, confirms endorsements and payees, and obtains required supervisory approval for transactions above established cash limits or with special conditions such as stop payments or fund holds.
Follows all departmental and Bank-wide policies, procedures, and security protocols.
Prepares required Bank Secrecy Act (BSA) documentation including Currency Transaction Reports and Monetary Instrument Logs, and adheres to KYC, OFAC, and information security standards.
Contributes to achieving individual and branch performance goals by actively monitoring personal progress and following designated action plans.
Ensures consistent delivery of excellent customer service in alignment with the Bank's sales and service expectations.
Promotes and maintains positive relationships with all internal and external customers.
Stays up to date on Bank products and services and effectively communicates their benefits to clients.
Assists in opening and closing the branch as needed based on business needs, which may include working outside of regularly scheduled hours.
Collaborates with team members to maintain a supportive, efficient branch environment and actively contributes to group success by sharing knowledge, assisting with daily tasks, and providing coverage at other branch locations when needed.
Requirements:
Strong customer service orientation.
Prior experience in customer service is strongly preferred.
Sales-oriented professional demeanor with a strong focus on customer needs.
Excellent verbal and written communication skills; bilingual in Spanish or another language is a plus.
Experience handling cash or financial transactions is preferred.
Proficiency in Microsoft Office (Word, Excel) required.
Working knowledge of core banking systems is a plus.
Strong attention to detail with a commitment to professionalism and confidentiality.
Flexibility to adjust work schedule based on branch need.
This level of knowledge is normally acquired through 4-6 years of banking experience. One or more years of managerial experience a plus but not required.
$32k-39k yearly est. 8d ago
Financial Services Representative - State Farm Agent Team Member
Scott McGrew-State Farm Agent
Personal banker job in Ellicott City, MD
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Signing bonus
Training & development
Tuition assistance
ROLE DESCRIPTION:
At the Scott McGrew Agency, we are more than just an insurance and financial services providerwe are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive atmosphere where clients and team members alike feel valued and empowered. Our goal is to be the one-stop solution for all insurance and financial needs, ensuring comprehensive and personalized service every step of the way.
As a Registered Representative with my agency, you will successfully market the financial products that help manage everyday risks. Your proficient knowledge of our financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Are you interested in owning your own business? This is a great way to become a successful Agent Aspirant.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred but not required.
Analytical and communication skills are a must.
FINRA Series 6 and 63 licenses preferred.
Life and Health license preferred.
$30k-55k yearly est. 21d ago
Financial Services Representative State Farm Agent Team Member
Chris Aguirre-State Farm Agent
Personal banker job in Kensington, MD
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team.
About Us:
At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability.
Role and Responsibilities:
As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements.
Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement.
Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have.
Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers.
Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly.
Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations.
Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous.
Bilingual Spanish
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
HOURS
Weekdays 9AM - 5PM