Teller Retail Banker-071401Description The Retail Banker is responsible for the growth of consumer and business customer relationships, while delivering the Woodforest Experience to every customer, every day, every time. Key Responsibilities:· Achieve individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to the customer.
· Must be a “Keeper of the Woodforest Culture” and possess the ability to create energy around Retail objectives and initiatives.
· Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing relationships with customers, community members, and retail partners.
· Embrace a technology driven customer experience.
· Ability to explain complex solutions in a simple to understand way.
· Demonstrate flexibility to perform all other duties as assigned.
Other Responsibilities:· Exhibit operational excellence through diligent adherence to policies and procedures.
· Practice branch security procedures and protect customer confidentiality and privacy.
· Perform branch servicing duties such as paying and receiving, cash and vault balancing, ordering cash, cards, reports, audits, control checks, maintaining and servicing automated teller machines, as well as cleaning work areas.
· Open and perform account maintenance on depository accounts and loans.
· Demonstrate ownership in the resolution of customer inquiries and/or concerns at the frontline or by appropriately engaging with internal resources.
Competencies Required:· Must be proactive when seeking business outside of the branch.
· Must be open to direct coaching and feedback.
· Ability to work flexible or extended working hours to meet business needs; demonstrated reliability.
· Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members.
· Knowledge of/or ability to quickly learn products, services, policies, procedures, regulatory guidelines, as well as engaging in a sales and service process.
· Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines.
· Excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail.
· Ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports.
Qualifications Minimum Qualifications/Experience:· 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor's degree.
· Previous instore banking experience is preferred, but not required.
· Must be positive and engaging.
Formal Education & Certification:· High School Diploma or equivalent required.
Work Status:· Full-time.
Supervisory Responsibility:· No.
Travel:· Little to no overnight travel expected.
Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location.
Working Conditions:· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Disclaimer:This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.
Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
Job: Retail Banker II-N710504Primary Location: Texas-Tyler-TX - Tyler WM-0768Schedule: Full-time Work Locations: TX - Tyler WM-0768 3820 Hwy 64 West Tyler 75704Unposting Date: Ongoing
$28k-35k yearly est. Auto-Apply 11d ago
Looking for a job?
Let Zippia find it for you.
Universal Banker
Hancock Whitney 4.7
Personal banker job in Tyler, TX
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the client's overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars.
Proactively educates clients on alternate delivery methods and channels that make client's lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing.
Engages in client and/or prospect management activities.
Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
Leverages ecosystem partnerships as well as community centers of influence to acquire, expand and retain relationships.
Assists in the responsibility of managing the lobby by actively engaging, greeting and directing client lobby traffic.
Will be asked to perform the duties of the role based upon the needs of the financial center.
Supports the Bank's strong risk management culture through awareness, knowledge and sound decision making.
Ensures operational and financial safety and soundness. Maintain awareness of the environment, the situation, and the client. Leverages Lobby Management as a tool for managing client interactions and risk.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
High School Diploma or general education degree (GED) is required
Bachelor's degree preferred
1 year sales and client service experience in a professional environment; prior banking experience highly preferred or Bachelor's degree and cash handling and customer service experience in retail or financial institution
Proven ability to form and expand client relationships
Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008
Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to clients with differing needs.
Ability to learn products, services, and procedures quickly and accurately.
Comfortable educating others on technology.
Professional, thorough, and organized with strong follow-up skills.
Performs well in a team environment and proactively collaborates with others to serve clients.
Ability to understand and follow policies, procedures, and regulatory requirements.
Ability to work Financial Center hours, including weekends, and some evenings.
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to operate related equipment to perform the essential job functions.
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$29k-34k yearly est. Auto-Apply 9d ago
Community Banker II
Simmonsbank 4.5
Personal banker job in Tyler, TX
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
The Community Banker II is focused on acquiring, growing, and retaining commercial, 1 to 4 family residential and some consumer loans along with cross selling the bank's other business lines in community markets through a relational business development plan. Key measurements of success are net new loan and deposit growth, fee income, referrals to other lines of business and portfolio management including asset quality. Officers in this position are expected to manage a portfolio of at least $20M with large number of loans. This position typically resides in markets of MSA's under 500,000.
Essential Duties and Responsibilities
Sell prospects and customers through relational selling in a trusted advisor role to assist them in recognizing opportunities and risks while helping them accomplish their goals through their use of Bank's products and services.
Establishes and negotiates the terms under which commercial credit will be extended including cost, risk, and profitability determining the method, schedule and collateral requirements.
Reviews and analyzes financial information to determine a customer's creditworthiness.
May present recommendations to loan committee and exhibits a deep understanding of credits presented.
Responsible for the profitability of all commercial relationships within portfolio.
Monitor loan repayment activities, the collection of past due accounts, and credit and collateral deficiencies.
Adheres to loan policies and procedures with complete documented files to ensure satisfactory reviews from internal and external audits.
Communicates and negotiates with each applicant the terms under which consumer credit underwriting has determined that credit will be extended, including costs, repayment method and schedule and collateral requirements.
Become active in the community through membership in business organizations, community events and/or non-profit organizations where one can be in a position to advance the reputation of the Bank. Ability to meet individual goals and contribute in a team oriented environment to ensure departmental and Bank wide goals are met. Sets and achieves challenging goals without direct supervision and contributes to a positive team spirit.
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
Well-developed interpersonal and negotiating skills are required.
Excellent written and verbal communication skills.
Basic accounting, credit, and sales skills.
Detail oriented and proven ability to multi-task.
Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
Ability to read, analyze and interpret financial report and/or legal documents.
Ability to write routine reports and business correspondence
Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization
Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public and/or boards of directors
Education and/or Experience
A Bachelor's degree in business, finance, related field, or relevant job experience is preferred.
Two to four years lending experience with developed sales skills are preferred.
Experience in the local market required for better understanding of the lending environment and potential customer base.
Computer Skills
MS Office programs
Proficiency in lending computer software
Certificates, Licenses, Registrations
NMLS required.
Other Qualifications (including physical requirements)
Analytical - ability to collect data and use experience and skill set to make credit decisions
Oral - Possesses the ability to speak clearly and persuasively in all situations. Responds clearly to questions and demonstrates presentations skills.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
$39k-48k yearly est. Auto-Apply 24d ago
Part Time (30 Hours) Associate Banker, Southtown Branch, Tyler, TX
JPMC
Personal banker job in Tyler, TX
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$25k-31k yearly est. Auto-Apply 60d+ ago
Part Time (30 Hours) Associate Banker, Troup Hwy Branch, Tyler, TX
Jpmorgan Chase 4.8
Personal banker job in Tyler, TX
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$26k-31k yearly est. 1d ago
Personal Banker (Full Time) - Athens
Prosperity Bank 4.4
Personal banker job in Athens, TX
External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.
Prosperity Bank is an Equal Opportunity Employer.
POSITION PURPOSE
Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross sell bank products and services. Has extensive knowledge of all deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
* Assumes responsibility for the effective and professional performance of financial service functions.
* Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans.
* Answers questions and solves problems for clients by listening, collecting data, and securing answers.
* Profiles clients to identify sales opportunities.
* Uses lead lists and other strategies to develop methods of generating additional business.
* Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
* Resolves client requests and questions promptly, courteously, and professionally.
* Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested.
* Maintains privacy of customer account information.
* Maintains and projects the Bank's professional reputation.
* Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
* Assists area personnel as required.
* Keeps Banking Center Manager informed of area activities and significant problems.
* Completes required reports and records accurately and promptly.
* Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
* Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit.
* Review new account and data entry, as needed, to ensure accuracy.
* Supporting Treasury Management with new accounts and services for clients.
* Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review.
* Assumes responsibility for related duties as required or assigned.
* Actively and professionally sells Bank products and services. Responsible for meeting sales production goals.
* Performs related clerical duties as needed.
* Ensures that work areas are clean, secure, and well maintained.
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.
PERFORMANCE MEASUREMENTS
* Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
* Good business relations exist with clients. Client problems and questions are courteously and promptly resolved.
* Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities.
* Required reports and records are accurate, complete, and timely.
* Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals.
* The Bank's professional reputation is maintained and conveyed.
QUALIFICATIONS
Education/Certification:
High school graduate or equivalent.
Required Knowledge:
Good understanding of financial services and products provided.
Experience Required:
Zero up to 3 years of New Account experience
REQUIREMENTS:
Complete PersonalBanker Mentor Program or PersonalBanker Learning Plan
Teller Learning Plan, if applicable
Understanding the Caller Identification Process and Secure code - training offered by Training Department
BPM Training, I, II, III and IV
Understanding when to use DocuSign - Training DocuSign forms and templates
Open Consumer Checking and Savings Accounts
Open Commercial Checking and Saving Accounts
Issue Debit Cards
Complete requested customer file maintenance
Clear DDA exceptions - clear timely
Input debit card disputes
Offer bank products to customers - cross sell
Credit Cards
Check orders - Harland check order training
Wire transfers domestic - introduction to wires and domestic wire training
Denial exceptions - clear timely
Missing signature cards - clear timely
Identify fraud situations - Risk Management I, II and III
Assist on teller line, if applicable
Close accounts
Service charge waivers - needing approval - weekly report
Additional duties as assigned by Banking Center Manager
Online banking
Skills/Abilities:
Excellent communication and public relations skills.
Professional appearance and attitude.
Ability to operate related computer applications and business equipment including
10-key and telephone.
Solid math and bookkeeping abilities.
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Talking:
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Average Hearing:
Able to hear average or normal conversations and receive ordinary information.
Finger Dexterity:
Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together.
Repetitive Motion:
Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average Visual Abilities:
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
Physical Strength:
Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
No hazardous or significantly unpleasant conditions (such as in a typical office).
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Reasoning Ability:
Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
Mathematics Ability:
Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs.
Language Ability:
Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate.
And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.
Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.
Hours: Monday - Friday: 8:30AM - 5:30PM.
40 hours per week.
$31k-36k yearly est. 1d ago
Commercial Relationship Banker II
Origin Bancorp 4.0
Personal banker job in Longview, TX
Your Career. Your Story. Let's Write the Next Chapter Together.
At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education.
What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future.
If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.
Summary This mid-level level position requires a critical skill-set and level experience in areas that are not easily duplicated in the market. Proactively executes integrated sales, service and relationship strategies to support growth and retention of commercial clients that have borrowing needs for complex commercial, consumer and/or mortgage loans. Develops new-to-bank business relationships, as well as cross-marketing/needs fulfillment for existing clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability.
Word
Summary This mid-level level position requires a critical skill-set and level experience in areas that are not easily duplicated in the market. Proactively executes integrated sales, service and relationship strategies to support growth and retention of commercial clients that have borrowing needs for complex commercial, consumer and/or mortgage loans. Develops new-to-bank business relationships, as well as cross-marketing/needs fulfillment for existing clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability.
Duties and Responsibilities include the following.
Leads the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace.
Provides strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, clients and prospects.
Provides product specialists with qualified referrals for cross-sell. Assists in closing deals across all products.
Judges potential qualified clients/deals, structuring deals to balance risk and reward, recognizing early warning signs and closely monitoring clients to anticipate changes in risk rating. Proactively identifies issues and restructures relationship to mitigate potential future risk.
Monitors loan repayment activities and takes necessary action to collect from past due accounts.
Partners with other departments (i.e. Treasury, Retail, Mortgage, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.
Maintains frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.
Through extensive involvement, leads local community awareness that the bank is critically focused on partnering in the community and on providing broad, multi-product banking solutions to the middle market companies housed in the marketplace.
Oversees and ensures safe and sound underwriting/credit practices and overall leadership of a sound lending activity.
Strictly adheres to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.
Ensures that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.
Supervisory Responsibilities
May supervise employees of the Lending Staff such as Loan Assistants. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include and training employees; planning, assigning, and directing work; appraising performance in conjunction with management; rewarding and disciplining employees; addressing complaints and resolving problems.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
Analytical and Design - Synthesizes complex information; Collects and researches data; Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions.
Interpersonal Skills/Customer Service - Maintains confidentiality; Responds promptly to customer needs; Meets commitments.
Oral and Written Communication - Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Writes clearly and informatively; Able to read and interpret written information.
Teamwork - Contributes to building a positive team spirit; Supports everyone's efforts to succeed.
Business Acumen - Demonstrates knowledge of market and competition.
Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities.
Judgment and Motivation - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Demonstrates persistence and overcomes obstacles.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives.
Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas.
Attendance/Punctuality and Dependability - Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum five to ten years strong performance in client relations in commercial banking with an emphasis on investments or sales arenas, preferably within roles of increasing responsibilities. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services.
Computer Skills
To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines.
Other Skills
Must have a sharp business development focus and demonstrative innovated approaches. Must be a self-starter, someone who demonstrates by getting out in the marketplace. Should be able to effectively interact with a variety of internal and external constituencies.
Bank Culture/Customer Service Skills
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment The noise level in the work environment is usually moderate.
This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.
Word
Compensation Details
We believe in competitive compensation. The minimum average base pay for this position based on market is:
$105,566.00
Word
The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here).
Word
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights
$30k-37k yearly est. Auto-Apply 19d ago
Financial Services & Insurance Representative
State Farm Agency 4.4
Personal banker job in Grand Saline, TX
Job DescriptionSalary: $18 - $35 / hour (includes base plus commissions)
Engage with existing customers in our office, virtually, and on the phone with empathy to understand their needs and provide tailored solutions that protect their assets, achieve their financial goals, and realize their dreams. Your ability to educate confidently will be key as you build lasting relationships, and drive needs-based sales success. Will provide the best of customer care processing transactions and recognizing customer's needs. Manages multiple priorities along with existing written processes and procedures.
You'll need:
Strong communication skills, persuasive, confident, an active listener
High energy, competitive, motivated by results
Coachable, voluntarily accountable
Basic computer proficiency
Ability to think critically, analyze risk, and problem-solve
Detail oriented, and professional with a passion for helping others
Team player who can excel individually
Prior experience in sales, or related field
Determination to achieve KPIs set by management
A hunger to win, empathy to connect, work ethic to grow.
Benefits include:
Opportunities for development and growth
A supportive team culture that values collaboration
Competitive base pay plus commissions
BCBS Medical/Dental/Vision
401K with Company Match
10 Paid Holidays
10 Days of Paid Time Off
Family Life Insurance, Short Term Disability Benefits
Business Casual Dress Code
$18-35 hourly 7d ago
Retail Banker II
First Financial Bank 4.2
Personal banker job in Arp, TX
Address
We're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day. We strive to be the best destination for the industry's top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.
Job Description:
Office Location:
Bryan, Texas, United States
SCOPE/CONTACTS:
Incumbent will primarily perform Teller and/or PersonalBanker duties. This position requires frequent face to face, written correspondence or telephone contact with customers and bank employees. Must exercise good customer relations skills at all times. This position may report to more than one officer. The incumbent also has frequent contact with other departments in providing full banking services to customers. Results of work are reviewed, and performance is measured against specific goals. Physical effort required is above average.
ESSENTIAL FUNCTIONS:
Process deposit and withdrawal transactions based on the Bank's policies and procedures.
Other functions could include but are not limited to:
answering phone,
processing treasury tax and loan payments,
savings bonds,
loan payments,
mail deposits,
safe deposit boxes
and other financial transactions.
Must possess an in-depth knowledge of retail services and products.
Provide customer service by selling and servicing all account products (checking, savings, certificate of deposits, IRA, check orders).
Incumbent will be cross trained in image capture processes.
Actively participate in the Customer Service First sales and service culture, support the values of the organization, and follow established Bank policies and procedures.
Periodic travel to Abilene or other Bank Regions for training is required.
Saturday hours and holiday hours may be a requirement based on your branch location's hours of operation.
MINIMUM QUALIFICATIONS:
A self-starting team player with High school diploma or GED
College degree or twelve months' customer contact and sales experience required,
Banking experience preferred.
Requires communication and sales skills,
Mathematical and general business knowledge normally acquired by a high school graduate with minimum typing and calculator skills.
Most important to this position are customer relations, accuracy, speed, detail, flexibility and judgment, and courteous, professional demeanor, along with the ability to handle multi tasks.
Commitment to providing “WOW” customer service is required.
Will learn to be proficient on the following machines and programs: Teller machine, calculator, keyboard, encoder, image capture/scanner, Oscar (ATM cards), SEI Trust System, Streamline and Vertex.
Requires accurate processing of data/accounting entries and must be proficient in applications such as Word and Excel.
Must be able to work flexible hours and/or extended hours as business requires.
Periodic travel to Abilene or other Bank Regions for training is required.
Saturday hours and holiday hours may be a requirement based on your branch location's hours of operation.
The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
$29k-34k yearly est. Auto-Apply 9d ago
Relationship Banker
Bank of America 4.7
Personal banker job in Longview, TX
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This role 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. This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
A Relationship Banker (responsibilities):
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with individual clients to meet their 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
You're a person who (required skills):
• 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 your time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
You'll be more prepared if you have (desired skills):
• 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 degree such as business management, business administration, or finance.
Skills Used in this Role:
• Customer Service
• Risk Management
• Consumer Products and Solutions
• Overcoming Objections
• Risk Management
• Cash Management
• Demonstrating Technology
• Relationship Management
• Active Listening
• Learning Agility
• Problem Solving
• Critical Thinking
• Multitasking
Shift:
1st shift (United States of America)
Hours Per Week:
40
The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of these positions is to ensure account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts. The Job works in a cooperative team environment to provide value to internal and external customers.
The associate carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CHRISTUS Health, and fully supports CHRISTUS Health's Mission, Philosophy, and core values of Dignity, Integrity, Compassion, Excellence and Stewardship.
Responsibilities:
* Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
* Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics.
* Ensures PFS departmental quality and productivity standards are met.
* Collects and provides patient and payor information to facilitate account resolution.
* Maintains an active working knowledge of all Government Mandated Regulations as it pertains to claims submission. Responsible to perform the necessary research in order to determine proper governmental requirements prior to claims submission.
* Responds to all types of account inquires through written, verbal, or electronic correspondence.
* Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers. Maintains working knowledge of all functions within the Revenue Cycle.
* Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution.
* Meets or exceeds customer expectations and requirements, and gains customer trust and respect.
* Compliant with all CHRISTUS Health, payer, and government regulations.
* Exhibits a strong working knowledge of CPT, HCPCS, and ICD-10 coding regulations and guidelines.
* Appropriately documents patient accounting host system or other systems utilized by PFS in accordance with policy and procedures.
* Provide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience.
* Professional and effective written and verbal communication required.
* Billing
* Review and work on claim edits.
* Works payor rejected claims for resubmission.
* Works reports and billing requests.
* Demonstrates strong knowledge of standard bill forms and filing requirements.
* Exhibits and understanding of electronic claims editing and submission capabilities.
* Correct claims in RTP status in the designated claim system per Medicare guidelines.
* Maintains an active knowledge of all governmental agency requirements and updates.
* Collections
* Collect balances due from payors ensuring proper reimbursement for all services.
* Identifies and forwards proper account denial information to the designated departmental liaison. Dedicated efforts to ensure a proper denial resolution and timely turnaround.
* Maintain an active knowledge of all governmental agency requirements and updates.
* Works collector queue daily utilizing appropriate collection system and reports.
* Demonstrates knowledge of standard bill forms and filing requirements.
* Identify and resolve underpayments with the appropriate follow-up activities within payor timely guidelines.
* Identify and resolve credit balances with the appropriate follow-up activities within payor timely guidelines.
* Identify and communicate trends impacting account resolution.
* Corrects claims in RTP status in the designated claim system per Medicare guidelines.
* Initiates Medicare Redetermination, Reopening and/or Reconsideration as needed.
* Working knowledge of the CMS 838 credit balance report.
* Vendor Coordinator
* Acts as liaison between external vendors and Revenue Cycle departments to monitor external vendor activities and ensures accounts placed for collection are received timely and acknowledged as received by the vendor.
* Manages account transfers between CHRISTUS Health and the various contracted vendors.
* Coordinates with Revenue Cycle Managers (Collections, Billing, Cash Applications, etc.) to review of selected accounts prior to transfer and placement with an external third party.
* Ensures accounts deemed as closed or uncollectible by the vendors are properly reflected in applicable AR systems.
* Maintains department reports measuring agency performance, which includes account placements, collections, returns, and performance metrics.
* Advises vendors of CHRISTUS Health billing and collection procedures and ensures accounts identified with third-party coverage are properly billed by the entities as requested by the vendor.
* Audits all vendor remittances and ensures all fees billed to CHRISTUS Health are in accordance with the contract and include supporting documentation of payments posted to the account on the patient accounting systems.
* Recalls accounts incorrectly placed and/or as requested by Revenue Cycle Managers with the external vendor and returns accounts to open receivables as appropriate.
* Creates tools, reports, or documentation that enables Revenue Cycle Leadership to understand, manage, and measure their vendor's performance and to prioritize important relationships.
* Performs account reconciliation between CHRISTUS Health system and vendor system.
Job Requirements:
Education/Skills
* HS Diploma or equivalent years of experience required.
* Post HS education preferred.
Experience
* 1-3 years of experience preferred.
* Experience working within a multi-facility hospital business office environment preferred.
* College education, previous Insurance Company claims experience, and/or health care billing trade school education may be considered in lieu of formal hospital experience.
* Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred.
* Experience with Medicare & Medicaid billing processes and regulations preferred.
* Understanding of Medicare language.
* Knowledge in locating and referencing CMS and/or Medicare Regulations preferred.
Licenses, Registrations, or Certifications
* None required.
Work Schedule:
8AM - 5PM Monday-Friday
Work Type:
Full Time
$31k-39k yearly est. 54d ago
Financial Services Representative State Farm Agent Team Member
Toni Threadgill-State Farm Agent
Personal banker job in Emory, TX
Job DescriptionBenefits:
401(k) matching
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Toni Threadgill - 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:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
401(k) matching
Growth potential/Opportunity for advancement within my office
$30k-43k yearly est. 22d ago
Teller Retail Banker
Woodforest Bank 3.6
Personal banker job in Tyler, TX
Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include:
* Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers.
* Processing transactions, opening accounts, and performing account maintenance.
* Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines.
* Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.
Minimum Qualifications/Experience:
* 3 years of relevant and transferrable sales and/or customer service experience;
OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience;
OR a Bachelor's degree.
* Previous instore banking experience is preferred, but not required.
* Must be positive and engaging.
Formal Education & Certification:
* High School Diploma or equivalent required.
Work Status:
* Full-time.
Supervisory Responsibility:
* No.
Travel:
* Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location.
Working Conditions:
* Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$37k-73k yearly est. Auto-Apply 60d+ ago
Relationship Banker II
Simmons Bank 4.5
Personal banker job in Mabank, TX
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business
Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.
As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work' events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client's expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.
Essential Duties and Responsibilities
Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements
Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)' consumer loan portfolio(s)
Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
Performs other duties and responsibilities as assigned
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required.
Skills
Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
Coach and lead the branch team according to process and protocol in the absence of an AFCM
Education and/or Experience
HS Diploma/GED
Two years customer-facing and goal-oriented experience
This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or
Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information
Computer Skills
MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge
Other Qualifications (including physical requirements)
Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
Ability to provide support and guidance at other banking institutions within the market
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
$35k-41k yearly est. Auto-Apply 60d+ ago
Retail Relationship Banker
Origin Bancorp 4.0
Personal banker job in Hawkins, TX
Your Career. Your Story. Let's Write the Next Chapter Together.
At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education.
What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future.
If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.
Serves customers by providing trusted banking advice, processing a variety of banking transactions, opening new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values by performing the following duties.
Word
Duties and Responsibilities include the following.
Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
Is proficient with all required computer systems.
Efficiently opens all retail products and services for customers.
Ensures accuracy for new accounts and makes corrections as necessary
Suggests the correct products and services in accordance with the customer's needs and desired outcomes.
Ensures customers are informed and comfortable using our products and engaging with our technologies.
Follows through on all referrals and refers business to our commercial, insurance and investments partners.
Seeks opportunities to develop new banking relationships from his or her own network and from the community.
Follows all policies and procedures.
Assists customers with all service requests including but not limited to: account and statement Research, safe deposit box access, rate and yield quotes, night deposit agreement initiation and processing, lost or stolen cards and transaction disputes.
Conducts transactions on behalf of customers.
Works with assigned teams to complete bank projects.
Individual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED), college degree preferred; minimum one year banking platform experience preferred.
Physical Demands
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Work Environment
The noise level in the work environment is usually moderate.
This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.
Word
Compensation Details
We believe in competitive compensation. The minimum average base pay for this position based on market is:
$35,265.00
Word
The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here).
Word
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights
$35.3k yearly Auto-Apply 18d ago
Relationship Banker - Judson - Longview, TX
JPMC
Personal banker job in Longview, TX
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$30k-40k yearly est. Auto-Apply 60d+ ago
Teller Retail Banker
Woodforest 3.6
Personal banker job in Longview, TX
Teller Retail Banker-071492Description The Retail Banker is responsible for the growth of consumer and business customer relationships, while delivering the Woodforest Experience to every customer, every day, every time. Key Responsibilities:· Achieve individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to the customer.
· Must be a “Keeper of the Woodforest Culture” and possess the ability to create energy around Retail objectives and initiatives.
· Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing relationships with customers, community members, and retail partners.
· Embrace a technology driven customer experience.
· Ability to explain complex solutions in a simple to understand way.
· Demonstrate flexibility to perform all other duties as assigned.
Other Responsibilities:· Exhibit operational excellence through diligent adherence to policies and procedures.
· Practice branch security procedures and protect customer confidentiality and privacy.
· Perform branch servicing duties such as paying and receiving, cash and vault balancing, ordering cash, cards, reports, audits, control checks, maintaining and servicing automated teller machines, as well as cleaning work areas.
· Open and perform account maintenance on depository accounts and loans.
· Demonstrate ownership in the resolution of customer inquiries and/or concerns at the frontline or by appropriately engaging with internal resources.
Competencies Required:· Must be proactive when seeking business outside of the branch.
· Must be open to direct coaching and feedback.
· Ability to work flexible or extended working hours to meet business needs; demonstrated reliability.
· Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members.
· Knowledge of/or ability to quickly learn products, services, policies, procedures, regulatory guidelines, as well as engaging in a sales and service process.
· Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines.
· Excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail.
· Ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports.
Qualifications Minimum Qualifications/Experience:· 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor's degree.
· Previous instore banking experience is preferred, but not required.
· Must be positive and engaging.
Formal Education & Certification:· High School Diploma or equivalent required.
Work Status:· Full-time.
Supervisory Responsibility:· No.
Travel:· Little to no overnight travel expected.
Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location.
Working Conditions:· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Disclaimer:This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.
Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
Job: Retail Banker II-N710504Primary Location: Texas-Longview-TX - Longview WM-0769Schedule: Full-time Work Locations: TX - Longview WM-0769 2440 Gilmer Rd Longview 75604Unposting Date: Ongoing
$28k-35k yearly est. Auto-Apply 6d ago
Teller Retail Banker
Woodforest National Bank 3.6
Personal banker job in Longview, TX
Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part ofone of the largest employee-owned banks in the country!
Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include:
* Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers.
* Processing transactions, opening accounts, and performing account maintenance.
* Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines.
* Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.
Minimum Qualifications/Experience:
· 3 years of relevant and transferrable sales and/or customer service experience;
OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience;
OR a Bachelor's degree.
· Previous instore banking experience is preferred, but not required.
· Must be positive and engaging.
Formal Education & Certification:
· High School Diploma or equivalent required.
Work Status:
· Full-time.
Supervisory Responsibility:
· No.
Travel:
· Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location.
Working Conditions:
· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
**Job:** **Branch Banking*
**Organization:** **Texas - ETX*
**Title:** *Teller Retail Banker*
**Location:** *Texas-Longview*
**Requisition ID:** *071492*
$28k-35k yearly est. 4d ago
Associate Relationship Banker - Lindale - Lindale, TX (New Build)
JPMC
Personal banker job in Lindale, TX
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
How much does a personal banker earn in Tyler, TX?
The average personal banker in Tyler, TX earns between $28,000 and $45,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.