PersonalBankers are universal bankers who assist with all needs of retail customers. PersonalBankers are expected to provide an extraordinary customer experience through a relationship driven, consultive sales approach.
Represent MMB in a courteous and professional manner, provide an extraordinary customer experience through a relationship driven, consultive sales approach.
Knowledge of MMB's products and services and ability to recommend and train/educate customers on solutions that fit their need.
Focus on and meet individual and team goals, including training, sales, and customer relationship initiatives
Comply with all Bank policies/procedures and all applicable federal and state laws and regulations
Perform relationship, sales, product, educating, service initiating tasks, such as:
Deposit account opening
Online Banking / Mobile Banking setup & training
Cash Management setup & training
Production of Debit Cards and ordering customer checks
Credit Card processing
Safe Deposit Boxes
Referrals for loans, insurance, trust, and merchant services
Ensuring document imaging is accurate and up-to-date
Assist Customers with transaction based requests, such as:
Receives checking and savings deposits: verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit
Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices
Process savings withdrawals
Cash checks: verify endorsement, receive proper identification, and ensure validity
Issue cashier's checks: verify identity, ensure funds are collected, and check OFAC
Process wire requests: verify identity, ensure funds are collected and follow outlined procedures and policies
Identify counterfeit currency
Accept loan payments: verify payment amount and issue receipts
Process cash advances, redeem U.S. Savings bonds
Maintain appropriate Currency Transaction Reports
Balance and maintain cash drawer, buy and sell currency from the vault as necessary, ensuring that drawer cash limits are not exceeded
Process safe deposit box payments
Assist Customers with routine account-related requests/inquiries such as:
Funds (manual and automatic) transfers
Stop payments
Inquiries about bank deposit products and service charges
Inquiries about ATM and Debit Card usage and limits
Inquiries about checking and savings account transactions
Inquiries about funds availability and account balances
Inquiries and troubleshooting for Online Banking, Cash Management, and Mobile Banking services
Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary
Research customer questions regarding electronic funds transfers and initiate “Reg E” disputes when appropriate, including the completion of all necessary documents and affidavits
Perform customer requested research, including printing statement and check copies
Comply with security procedures established to ensure safety for employees and customers, to safeguard cash supplies, to protect the privacy of customer account information, as well as, follow fraud prevention guidelines established to protect the Bank from unnecessary losses
Other duties as assigned
Qualifications
Maintain friendliness and professionalism through the proper use of tact & diplomacy when dealing with customers at all times
Display a positive attitude and enjoy working with the public
Strong verbal communication skills
Strong mathematical skills along with accuracy
Detail oriented
Possess a great sense of organization, priority and time management
Ability to work well under pressure
Ability to identify, research and problem solve on a critical level and think on your feet
Ability to be flexible and to multi-task on a regular basis
Ability to work in a fast paced environment
Strong knowledge of bank deposit products/services & regulations
Strong technology skills and knowledge
$33k-39k yearly est. 17d ago
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Personal Banker
Dickinson Financial Corporation 4.4
Personal banker job in Springfield, MO
PersonalBankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. PersonalBankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful PersonalBankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.
Responsibilities
Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
Works closely with clients and business partners to refer products and services to other business lines.
Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
Protect all client and bank information confidentially and follow all company policies.
Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
Working at the worksite during regular business hours and/or assigned hours.
Other specified duties as assigned.
Compensation & Benefits
The PersonalBanker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
Medical
Dental
Vision
401(k) plan
Company paid life insurance
Short and Long-term disability insurance
Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
$32k-38k yearly est. 1d ago
Personal Banker II
Cadence Bank 4.7
Personal banker job in Springfield, MO
What The Role Is As a PersonalBanker you will provide the best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. PersonalBanker II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. This position requires travel to branches as needed within the market.
How You Will Make An Impact
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
Education
* High school diploma required; college coursework preferred.
Experience
* Previous banking or demonstrated sales experience in business, retail or other industries preferred.
* 2 + years of cash handling experience in a banking or retail environment preferred.
Characteristics
* Regular and reliable attendance.
* Works cooperatively with others.
This position does NOT require S.A.F.E. registration at the time of employment.
If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$34k-40k yearly est. 15d ago
Personal Banker
Southern Missouri Bancorp, Inc. 3.5
Personal banker job in Marshfield, MO
PRIMARY PURPOSE OF JOB This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch goals and striving to make lifelong relationships with our customers. This position services existing customers and assists customers with transactions. As part of a team, PersonalBankers will play a vital role in living our commitment to the highest ethical standards and maintain the values trusted by our customers and communities.
EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS
* Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
* Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.
ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS
* Develops new customer relationships and/or retains and expands existing relationships by proactively identifying customer opportunities utilizing fundamentals of cross-selling to achieve personal and branch goals;
* Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary;
* Takes ownership of the customer experience, including opening accounts, cross-selling other products and resolving issues as appropriate;
* Builds new customer relationships through frequent interactions with customers; proactively contacts customers to ensure customer satisfaction;
* Proactively educates customers on utilizing available access channels;
* Actively participates in business development opportunities (e.g. phone out-reach, community events or groups, meetings with local businesses) to establish visibility in the community and drive business to the branch;
* Assists in resolving difficult customer situations effectively, while delivering friendly customer service and ensuring the highest level of customer satisfaction;
* Maintains thorough knowledge of bank policy and procedures required, including but not limited to processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment;
* Maintains thorough knowledge of bank regulatory requirements included but not limited to Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security;
* Maintains proficiency in all bank products and services throughout all delivery channels including; but not limited to, deposit products and electronic services as well as loan products;
* Maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers;
* Adheres to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addresses concerns or problems in an open manner;
* Maintains attendance with the ability to work a schedule that may include working overtime, nights, weekends and holidays;
* May be asked to assist at various branches across Southern Bank's footprint; and,
* Completes and performs any other duties as assigned.
$32k-38k yearly est. 5d ago
Financial Aid Representative
Midwest Technical Institute 3.7
Personal banker job in Springfield, MO
We are seeking an organized and personable Financial Aid Representative to join our team at our Springfield, IL Campus. The Financial Aid Representative plays a critical role in supporting prospective and current students as they navigate the financial aid process. This position is responsible for providing clear, accurate, and personalized guidance on funding options, eligibility requirements, and application procedures. Success in this role requires excellent communication skills, strong attention to compliance and detail, a student-centered approach, and a solid understanding of financial aid regulations.
Key Responsibilities
1. Student Support & Communication
* Serve as the primary point of contact for students seeking information about financial aid, including grants, loans, scholarships, and payment plans.
* Communicate clearly and compassionately with students via phone, email, text, and virtual meetings.
* Explain complex financial aid processes in an accessible and supportive manner.
* Guide students through FAFSA completion and verification processes, ensuring required documentation is submitted accurately and in a timely manner.
2. Financial Aid Processing
* Review and assess financial aid applications to determine eligibility based on federal, state, and institutional guidelines.
* Package financial aid awards and communicate details to students clearly and promptly.
* Ensure timely processing of all documents and updates in the student information system and financial aid software.
* Monitor student records for changes in eligibility, enrollment status, or compliance requirements.
3. Compliance & Regulatory Adherence
* Maintain current knowledge of Title IV regulations, institutional policies, and federal/state financial aid guidelines.
* Ensure all activities are conducted in accordance with FERPA, DOE standards, and internal audit requirements.
* Safeguard student financial data and handle sensitive information with confidentiality and integrity.
4. Collaboration & Team Support
* Partner with admissions, student accounts, and academic teams to support a seamless enrollment and financial aid experience.
* Participate in team meetings, training sessions, and compliance workshops.
* Share feedback with leadership on process improvements, student trends, or recurring concerns.
5. Other Duties as Assigned
* Assist with special projects, audits, and departmental goals as needed.
* Demonstrate flexibility and a proactive mindset in supporting the overall success of the Financial Aid department and the institution.
6. Exhibit Core Values
All employees are expected to consistently exhibit Midwest Technical Institute's core values in their daily interactions and work performance. These values are central to our success and culture, and we expect every team member to embody them.
i. Positive Attitude
ii. Respect
iii. Initiative
iv. Dedication
v. Excellence
Qualifications:
Education & Experience
● High School Diploma or Equivalent required
● 2 Years of related work experience required
● Previous work in a financial aid office or related department is a plus.
Skills & Competencies:
● Ability to solve problems effectively and efficiently.
● Reliable with strong attendance, punctuality, and follow-through.
● Excellent verbal and written communication skills.
● Customer focused mindset with a professional and friendly demeanor.
● Self-starter who can stay motivated and work well on their own.
● Well-organized and able to manage time and tasks effectively.
● Proficiency with CRM systems, student information systems, and Microsoft Office software.
Working Conditions:
● Infrequent Travel to campuses for off-site training - Less than 5%
● Full-Time role with a standard 40-hour workweek, occasional overtime can be required.
Compensation & Benefits:
● Salary - $40,000 - $50,000
● Benefits -
o Comprehensive health, dental and vision insurance.
o Paid Time Off and Holiday Pay.
o 401K Retirement Plan with employer match.
o Professional Development Opportunities
o Access to wellness programs and resources.
● Other Perks - Possibility of remote work, Professional Development.
IND1
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Vision insurance
Work Location: In person
$40k-50k yearly 17d ago
Private Client Banker - Glenstone Marketplace Branch - Springfield, MO
JPMC
Personal banker job in Springfield, MO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$32k-40k yearly est. Auto-Apply 60d+ ago
Personal Banker I
Great Southern Bank 4.6
Personal banker job in Springfield, MO
Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. We celebrate and value differences in age, outlook, cultural background, lifestyle, and physical ability. We offer career opportunities and advancement across a wide range of disciplines. Come join our team of customer service experts today!
General Description
Responsible for attaining sales goals, providing customer support and service, and developing customer relationships. Meet or exceed all production goals, Banking Center Associate Standards, and regulatory requirements.
Essential Duties and Responsibilities
Implements and administers procedures to attain established performance goals set forth by Management. Meets or exceeds all production goals. This duty is performed about 35% of the time.
Develops customer relationships by identifying needs and making appropriate recommendations for products and/or services. Expands existing relationships and attracts new business by seeking referrals from all customers and soliciting products and services by phone. Consistently and accurately uses CRM program in various capacities, including customer profiling. This duty is performed about 25% of the time.
Provides professional, courteous service to all customers including opening new accounts and processing loan requests. Meets or exceeds Secret Shop score expectations. This duty is performed about 20% of the time.
Maintains a strong working knowledge of and ensures full compliance with all applicable banking regulations. Maintains confidentiality of customer account information, security alarm codes and general codes used within the facility. Ensures effective implementation of bank security policies and procedures, and attends annual BSA and Security training. Performs new account opening with minimal errors. This duty is performed about 20% of the time.
Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
Performs any other related duties as required or assigned.
Education and Experience Requirements
High school diploma or GED
1 to 2 years of related experience and/or training
At least one year of sales/customer service experience preferred
Prior banking experience is preferred
Regular use of desktop/laptop computer, basic operating systems, and specialized software systems.
Basic experience with alphanumeric data entry, PowerPoint, Excel, and word processing
Ability to add, subtract, multiply and divide
License, Certification, and Registration Requirements
A valid motor vehicle operator's license and/or ability to travel to training sites and other banking center
locations is required.
Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire.
State Life Insurance License or ability to pass Life License Exam preferred.
Notary license preferred.
This position is eligible for additional incentive compensation, awarded based on achievement of established goals.
At Great Southern Bank, we are willing to accommodate for those with reasonable requests. If you need assistance at any point during the application process (completing applications, interview prep, etc…), please contact Human Resources at ************.
Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, sex, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation, pregnancy, or any other basis prohibited by law.
Monday - Friday 8:30 AM to 5:00 PM; Rotating Saturday 9:00 AM to 1:00 PM
Total Hours: 40
5795
BCGSB
Job Title: Recoupment Representative Department: Client Financial Services Employment Type: Full-Time Shift: Mon-Fri 8am-5pm Are you a passionate and dedicated professional looking to make a positive impact in the financial operations of our healthcare organization? Do you want to work in a supportive and dynamic environment where you can grow your skills and advance your career? Join our team as a Recoupment Representative, Client Financial Services!
As a Recoupment Representative, Client Financial Services, you'll review and process insurance overpayment requests, insurance credit balances, compliance audit repayments, and client credit balances. You'll collaborate and work with team members throughout the system to recover funds. Our ideal candidate is passionate about financial services in healthcare, has experience in billing, collections, or payment processing, and strong analytical and communication skills.
Springfield, Missouri offers a high quality of life, with a vibrant community, affordable cost of living, and beautiful natural surroundings. Join us in ensuring financial excellence and advancing your career!
Position Perks & Benefits:
* Employee benefits package - health, dental, vision, retirement, life, & more
* Paid time off - 29 days per year including vacation & holiday pay
* Mileage reimbursement - company paid for work functions requiring travel
* Top-notch training - initial, ongoing, comprehensive, and supportive
* Career mobility - advancement opportunities/promoting from within
* Welcoming, warm, supportive - a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness
Key Responsibilities:
* Collaborate with the Compliance department to manage audit repayments and ensure thorough tracking for completeness.
* Analyze accounts receivable balances to identify and address insurance credit balances requiring resolution or repayment.
* Assess client payment credit balances on accounts and take necessary actions for resolution or repayment.
* Prepare refund request forms and compile supporting documentation for submission to the Accounts Payable department for repayment or initiate recoupment processes.
* Assist Compliance in repayment of services identified within an internal audit review for federally funded payers.
* Initiate and release guarantor holds in the electronic health system for client charts where an internal audit is being conducted.
* Review and validate insurance overpayment letters for federal and non-federal payers.
* Dispute requests for overpayment as necessary.
* Address client credit balances and review services for insurance payer credit balances.
* Respond promptly to phone calls or emails regarding credit balance resolution or refunds.
* Process check refund requests with proper documentation in the electronic health system.
* Monitor and initiate voided claims, following through to recoupment.
* Document workflows.
* Perform other duties as needed.
Education and/or Experience Qualifications:
* High school diploma or General Educational Diploma (GED) is required.
* Preferably certified in Billing and/or Coding.
* At least two years of experience in a healthcare setting, with a focus on billing, collections, payment processing, or denial management.
* Experience with Missouri Certified Community Behavioral Health Organization (CCBHO) and managed care organization (MCO) billing is advantageous.
Additional Qualifications:
* Strong data analysis skills, especially with system reports.
* Proactive problem-solving and ability to implement solutions independently.
* Proficient in reading and following policies and procedures.
* Effective time management and multitasking under deadlines.
* Excellent verbal and written communication skills.
* Comfortable and proficient with computer systems, including Microsoft Word and Excel.
* Ability to securely handle confidential information.
* Experience documenting processes.
* Detail-oriented with strong prioritization skills.
* Accurate data entry and 10-key proficiency.
* Ability to work independently and collaboratively in a positive manner.
* Familiarity with insurance portals and medical terminology preferred.
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance use care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we value diversity, equity, and inclusion in our workforce and encourage applications from individuals from diverse backgrounds and experiences. If you are passionate about empowering your local communities and promoting health equity, we invite you to join our mission-driven organization that is committed to building a diverse, equitable, inclusive and authentic workplace.
Position Perks & Benefits:
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
Top-notch training: initial, ongoing, comprehensive, and supportive
Career mobility: advancement opportunities/promoting from within
Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.
$29k-37k yearly est. Auto-Apply 19d ago
Associate Relationship Banker - Farmer's Park
Guaranty Bank 4.6
Personal banker job in Springfield, MO
Full-time Description
TITLE: Associate Relationship Banker
DEPARTMENT: Retail Banking
The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs.
ESSENTIAL FUNCTIONS:
Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments.
Answer questions, address service challenges, and provide resolutions.
Maintain a system of orderly follow-up by mail and phone to onboard new clients.
Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.
Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols.
Accept and process loan and other types of payments and issues receipts.
Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances.
Follow security procedures consistently and protect client confidentiality.
Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Foster and preserve a culture of diversity, equity, and inclusion.
Additional duties and responsibilities may be required to support the company's mission, vision, and values.
QUALIFICATIONS:
High school diploma or equivalent required
One-year experience in banking, client service, or related field with cash handling experience.
Capability to perform lending, sales, or account management.
Excellent client service skills.
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.
WORKING CONDITIONS:
Duties performed in a professional office environment.
Availability to work Saturdays.
Requires travel to other bank locations or client sites.
Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$30k-34k yearly est. 18d ago
Relationship Banker
Heartland Bank and Trust Company 4.4
Personal banker job in Springfield, MO
Text "2430" to ************** to apply.
Wage Range: Min: $17.95, Mid: $20.90, Max: $23.84
The Relationship Banker is a frontline representative and the face of Heartland Bank within the communities we serve. Responsible for welcoming our customers, providing excellent customer experiences, and building relationships. The Relationship Banker is a multi-functional, service-oriented individual that is ready to meet our customers' needs. Proactively promotes all Heartland Bank products and services. Offers financial solutions to fit customers' needs in a confident manner.
What you will do
Create an excellent customer experience and engage customers by name.
Provide customer support needed to reinforce the value of current and new technology.
Engage current and prospective customers in relationship building conversations to identify needs and offer appropriate solutions to grow customer relationships.
Maintain a working knowledge of products, services, and processes.
Open and service customer accounts, including customer outreach and follow up.
Follow policies and procedures to minimize the risk of fraud.
Other Qualifications/Requirements
Participate in various retail and bank projects as necessary.
May assist with Retail Teller duties as needed.
H.S. Diploma or GED preferred or equivalent combination of education and experience.
Who We Are
Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.
Heartland Bank s mission is to create value for the customer, earn a profit for the Bank, and have fun doing it! At Heartland, employees have the opportunity to make a difference every day.
What We Offer
At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.
Physical Demands
Regularly: Standing, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
Frequently: Sitting, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)
Equal Opportunities and Accommodations Statement
Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.
Salary Disclaimer
The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate s work experience, education/training, key skills, and internal equity.
The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.
$30k-35k yearly est. 28d ago
Personal Banker
Commerce Bancshares 4.4
Personal banker job in Springfield, MO
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to deliver an excellent customer experience, through building relationships with customers, understanding the financial needs and providing the right solutions. You will develop and maintain long lasting relationships with customers, co-workers, and other lines of business within Commerce to ensure that you are able to uncover the financial needs of each customer.
Additional Job Description
Our PersonalBankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a PersonalBanker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new PersonalBanker to join our team at our Battlefield location.
PersonalBankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a PersonalBanker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a PersonalBanker, you'll:
Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
Actively listen to our customers so you can make appropriate recommendations that match their needs.
Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
Be able to earn more than your base pay through our quarterly incentive program.
Work Schedule
Monday - Friday 10:15 AM - 5:15 PM, Rotating Saturdays 8:45 AM - 12:15 PM
Essential Functions
Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
Identify complex financial needs and refer customers to bank specialists when appropriate.
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
Ability to meet personal and branch sales and customer services expectations
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
Proficient with Microsoft Word, Excel and Outlook
Education & Experience
High School diploma or equivalent combination of education and experience required
1+ years sales or customer service experience required
Experience working in an environment with individual and team sales goals preferred
Position may be filled as a PersonalBanker I or a PersonalBanker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the PersonalBanker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 1345 E. Battlefield St, Springfield, Missouri 65804
Time Type:
Part time
$20-24.4 hourly Auto-Apply 56d ago
Associate Relationship Banker - Battlefield
QCR Holdings 4.1
Personal banker job in Springfield, MO
TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs.
ESSENTIAL FUNCTIONS:
* Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
* Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
* Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments.
* Answer questions, address service challenges, and provide resolutions.
* Maintain a system of orderly follow-up by mail and phone to onboard new clients.
* Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
* Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
* Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.
* Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols.
* Accept and process loan and other types of payments and issues receipts.
* Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances.
* Follow security procedures consistently and protect client confidentiality.
* Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission, vision, and values.
QUALIFICATIONS:
* High school diploma or equivalent required
* One-year experience in banking, client service, or related field with cash handling experience.
* Capabilty to perform lending, sales, or account management.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
* Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.
WORKING CONDITIONS:
* Duties performed in a professional office environment.
* Availability to work Saturdays.
* Requires travel to other bank locations or client sites.
* Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$32k-37k yearly est. 12d ago
Relationship Banker - Central Springfield Financial Center
Bank of America 4.7
Personal banker job in Springfield, MO
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
$29k-35k yearly est. Auto-Apply 37d ago
Financial Services Representative - State Farm Agent Team Member
Maureen Darby-State Farm Agent
Personal banker job in Reeds Spring, MO
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency has been proudly serving Stone County for over 50 years, with Maureen leading the team since 2016 after 15 years on the corporate side of State Farm. With 43 years of industry experience, she is deeply rooted in the community and passionate about giving back.
Were active in local events like the Rotary 5K, Easter Egg Hunt, Trunk or Treat, and the Fire Auxiliary Chili Cookoff. Maureen also serves on the Board of Directors for the Table Rock Lake Chamber of Commerce and supports numerous local fundraisers.
Our team is growing! We currently have five full-time, one part-time member, and a high school internand were looking for a compassionate, quick-learning, tech-savvy problem solver with a great sense of humor to join us. Plus, you'll get to meet Taco, our beloved office mascot, on Taco Tuesdays!
If youre looking for a team that values its customers, community, and each other, check out our Facebook page and Google Reviews to see what were all about!
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Maureen Darby - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of 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.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with life insurance and annuity needs.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Analytical and communication skills.
Ability to make presentations to customers.
Strong sales ability.
Life/Health insurance license (must be able to obtain, current licensees preferred).
Series 6, 63, 65, 7 or SIE license (must be able to obtain, current licensees preferred).
$33k-47k yearly est. 6d ago
Financial Services Representative
Worldacceptance
Personal banker job in Crane, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $18 - $20
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$18-20 hourly Auto-Apply 14d ago
Personal Banker
Dickinson Financial Corporation 4.4
Personal banker job in Springfield, MO
PersonalBankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. PersonalBankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful PersonalBankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.
**Responsibilities**
+ Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
+ Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
+ Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
+ Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
+ Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
+ Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
+ Works closely with clients and business partners to refer products and services to other business lines.
+ Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
+ Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
+ Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
+ When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
+ Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
+ Protect all client and bank information confidentially and follow all company policies.
+ Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
+ Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
+ Working at the worksite during regular business hours and/or assigned hours.
+ Other specified duties as assigned.
**Compensation & Benefits**
The PersonalBanker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
+ Medical
+ Dental
+ Vision
+ 401(k) plan
+ Company paid life insurance
+ Short and Long-term disability insurance
+ Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
**Skills**
+ Strong written and verbal communication skills required.
+ Strong attention to detail and ability to complete work accurately.
+ Ability to organize work.
+ Strong sales skills.
+ Basic math skills including the ability to calculate figures and amounts such as cash back and percentages.
+ Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
+ Ability to be NMLS licensed and registered.
**Education & Experience**
+ High school diploma, GED, or equivalent, required, Associate degree or higher preferred.
+ Previous banking experience preferred.
+ 6 months in a client service experience role preferred.
+ 6 months sales experience preferred.
+ Minimum 6 months cash handling experience preferred.
+ Ability to be NMLS licensed and registered and obtain a state notary license.
**Physical Requirements**
The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
$32k-38k yearly est. 60d+ ago
Relationship Banker - Springfield Glenstone Marketplace Branch - Springfield, MO
JPMC
Personal banker job in Springfield, MO
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking 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 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: **************************************************************************
$31k-39k yearly est. Auto-Apply 60d+ ago
Associate Relationship Banker - Farmer's Park
QCR Holdings 4.1
Personal banker job in Springfield, MO
TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs.
ESSENTIAL FUNCTIONS:
* Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
* Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
* Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments.
* Answer questions, address service challenges, and provide resolutions.
* Maintain a system of orderly follow-up by mail and phone to onboard new clients.
* Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
* Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
* Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.
* Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols.
* Accept and process loan and other types of payments and issues receipts.
* Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances.
* Follow security procedures consistently and protect client confidentiality.
* Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission, vision, and values.
QUALIFICATIONS:
* High school diploma or equivalent required
* One-year experience in banking, client service, or related field with cash handling experience.
* Capability to perform lending, sales, or account management.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
* Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.
WORKING CONDITIONS:
* Duties performed in a professional office environment.
* Availability to work Saturdays.
* Requires travel to other bank locations or client sites.
* Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$32k-37k yearly est. 19d ago
Personal Banker II
Southern Missouri Bancorp, Inc. 3.5
Personal banker job in Clever, MO
PRIMARY PURPOSE OF JOB This position is a branch based sales position with some outside sales expectations, whose primary goal is to acquire, expand and retain customer relationships by proactively meeting with the customer to discover their financial needs and provide both product and service recommendations to them. As part of a team, PersonalBanker II's will be a financial liaison to customers, maintaining excellent customer service.
EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS
* Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
* Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.
ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS
* Builds new customer relationships through frequent interactions with customers; proactively contacts customers;
* Consistently looks for opportunities to improve sales efforts, branch profitability and deposit growth of the branch;
* Cultivates a partnership with the Branch Retail Manager to drive sales and ensure that all customer needs are met;
* Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary;
* Actively participates in business development opportunities (e.g. phone out-reach, community events or groups, meetings with local businesses) to establish visibility in the community and drive business to the branch;
* Helps to foster teamwork in the branch to ensure a positive overall customer experience by participating proactively in all huddles and branch communications and meetings;
* Assists, trains and mentors all branch retail staff by being their primary point of contact.
* Defines and offers solutions to resolve problems. Resolves more complex customer issues. Uses knowledge of the bank to identify helpful resources.
* Identifies financial needs of customers and presents all appropriate product and service options by working cooperatively with appropriate internal team members;
* Proactively educates customers on utilizing available access channels;
* Acts as business product and services expert in the branch, included but not limited to, cash management services, remote deposit services, ICS/CDARS and merchant services;
* Maintains thorough knowledge of procedures required for ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment;
* Maintains thorough knowledge of bank regulatory requirements included, but not limited to, Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security;
* Maintains proficiency in bank products and services such as internet banking, bill pay, mobile banking, mobile deposits, card valet and other customer products;
* Develops new customer relationships and/or retains and expands existing relationships by proactively identifying customer opportunities utilizing fundamentals of cross-selling to achieve personal and branch goals;
* Takes ownership of the customer experience, including opening accounts with other products conveyed to the customer and resolving service issues as appropriate through follow-up;
* Cultivates partnerships with back office support to drive sales and ensure that all customer needs are met;
* Prepares and compiles more complex new customer data to open new accounts including, but not limited to, commercial/business checking, individual, retirement accounts, trusts, estates, IOLTA's, representative payees, etc.;
* Maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers;
* Adheres to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addresses concerns or problems in an open manner;
* Maintains attendance with the ability to work a schedule that may include working overtime, nights, weekends and holidays;
* May be asked to assist at various branches across Southern Bank's footprint; and,
* May provide backup to Branch Retail Manager in their absence.
$32k-38k yearly est. 42d ago
Personal Banker
Commerce Bank 4.4
Personal banker job in Cassville, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
Our PersonalBankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a PersonalBanker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new PersonalBanker to join our team at our Cassville location.
PersonalBankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a PersonalBanker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a PersonalBanker, you'll:
* Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
* Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
* Actively listen to our customers so you can make appropriate recommendations that match their needs.
* Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
* Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
* Be able to earn more than your base pay through our quarterly incentive program.
Work Schedule
* Monday - Friday - flexibility between 7:45 AM - 5:15 PM, Saturdays 8:45 AM - 12:15 PM
Essential Functions
* Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
* Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
* Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
* Identify complex financial needs and refer customers to bank specialists when appropriate.
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
* Ability to meet personal and branch sales and customer services expectations
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Team player with excellent written, verbal and interpersonal communication skills
* Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
* Proficient with Microsoft Word, Excel and Outlook
Education & Experience
* High School diploma or equivalent combination of education and experience required
* 1+ years sales or customer service experience required
* Experience working in an environment with individual and team sales goals preferred
Position may be filled as a PersonalBanker I or a PersonalBanker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the PersonalBanker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 89 S Main St, Cassville, Missouri 65625
Time Type:
Full time
How much does a personal banker earn in Springfield, MO?
The average personal banker in Springfield, MO earns between $30,000 and $47,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Springfield, MO
$37,000
What are the biggest employers of Personal Bankers in Springfield, MO?
The biggest employers of Personal Bankers in Springfield, MO are: