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Personal banker jobs in Warner Robins, GA

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  • Private Client Banker (New Build) - Georgia South - Bonaire - Bonaire, GA

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Warner Robins, GA

    JobID: 210688508 JobSchedule: Full time JobShift: Day : 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: **************************************************************************
    $47k-99k yearly est. Auto-Apply 6d ago
  • Universal Banker - Part Time 20hrs - Fort Valley

    Truist Financial Corporation 4.5company rating

    Personal banker job in Fort Valley, GA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: 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. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $31k-38k yearly est. 22d ago
  • Financial Services Representative State Farm Agent Team Member

    Anthony McEver-State Farm Agent

    Personal banker job in Warner Robins, GA

    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Sales experience preferred If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $28k-42k yearly est. 1d ago
  • Universal Banker I - Dublin

    Morris Bank 4.0company rating

    Personal banker job in Dublin, GA

    The Universal Banker plays a vital role in delivering a high-quality customer experience by performing both teller and customer service functions. The Universal Banker serves as the primary point of contact for customers in the branch, providing comprehensive service in both transactions and account management. This position combines cash-handling responsibilities with customer relationship management, providing a single point of contact for clients' financial needs. The Universal Banker is responsible for fostering a positive customer experience through efficient, accurate, and friendly service while also identifying opportunities to promote banking products and services. ESSENTIAL FUNCTIONS: Provides courteous and professional customer service by assisting customers with their banking needs. Performs a variety of financial transactions accurately and efficiently such as processing deposits, withdrawals, payments, check cashing, money orders and handling inquiries about products and services. Actively engages in cross-selling and referral activities to achieve branch sales targets by identifying and recommend products and services that meet customers' needs, such as checking accounts, loans, credit cards, and investment options. Redeems U.S. Savings Bonds Accepts loan payments and safe deposit box rental payments Admits customers to safe deposit boxes Answers inquires and provides information on various accounts, loan balances and other banking services Balances transactions at end of day and verifies cash totals Perform duties as defined in the Bank Secrecy Act/Anti-Money Laundering Program Recommends, explains, and opens new deposit accounts for customers Completes all necessary product and service documentation (such as preparing signature cards inputting account information into the system, ordering checks and ATM/Debit cards) to ensure customer needs are promptly and accurately satisfied and all security and legal requirements are met. Assist customers with Debit card questions and disputes May perform various administrative and other duties related to the operational function Prepares various activity reports and information as needed May sign such items as certified or cashier's checks. Opens or closes safety deposit boxes; billing for boxes; assists with inventory of deceased customer's boxes. Maintains confidentially of customer accounts Handles customers complaints related to the bank's services, explains service charges and follows through on misdirected items or errors Identify and mitigate potential fraud risks by verifying customer information and transaction details Document review: Reviewing documents for accuracy or legal compliance Researches and resolves customers problems by serving as a liaison between the customer and the appropriate bank area Assumes lead role in generating new customers relationship and expanding existing customers relationships Identifies customer's needs and provides advice and information (rates, terms, features, benefits, restrictions, fees, disclosures) to assist customers in making decisions which suit their financial situation. Handle customer complaints, troubleshoot problems, and escalate unresolved issues to management when necessary Refers customers to specialize products and services to the appropriate area and/or person Works closely with Electronic Banking to assist customers with Online Banking and Bill Pay questions or problems Adhere to all banking regulations, policies, and procedures to maintain a secure and compliant environment Originates wire transfer for customers as needed Assist with charge backs at supervisor's request Handle specific customer paperwork on request Participate in ongoing training, and development programs to enhance product knowledge, customer service skills, and sales techniques. Performs other task request by supervisor(s) as they relate to the bank and its functions REQUIRED EDUCATION, EXPERIENCE AND SKILLS High school diploma or equivalent; Associate's or bachelor's degree in business, Finance, or a related field preferred. Previous experience in banking, customer service, or sales is highly desirable. Strong knowledge of banking products, services, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment, handle multiple tasks, and manage time effectively. Proficient in using computer systems, including Microsoft Office Suite, and other banking software. Cash-handling experience with attention to detail and accuracy. Ability to work flexible hours, including weekends and holidays, as needed. Ability to work independently and in a team environment. Strong attention to detail, organizational skills, and problem-solving abilities. POSITION SPECIFIC COMPETENCIES Relationship management and communication skills Proactivity Sales and Cross Selling aptitude Knowledge of banking products, services, and regulations Problem-Solving skills Compliance Ability to handle cash and maintain a balanced cash drawer Teamwork and Collaboration Adaptability and Flexibility WORKING CONDITIONS AND PHYSICAL REQUIREMENTS Regular contact with general public. Travel will be required to other locations within the position's market to provide assistance and / or attend meetings. Also, travel for seminars and training may be required. Requires lifting of heavy coins which involves short distance movement of coin bags, which may weigh as much as 50 lbs. Position requires standing, stooping, kneeling, squatting and sitting. Must have ability to stand for long periods of time. Receives currency from all sources causes environment to be slightly unclean. Must be capable of operating all types of office equipment including computer, copy machine, fax and telephone. Lobby environment requires professional demeanor and appearance. In the instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate before, during or after, to ensure business continuity. EQUIPMENT USED Computer, telephone, fax machine, scanner, copier, printer SUPERVISORY REQUIREMENTS: None The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions. This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
    $29k-35k yearly est. 8d ago
  • Personal Banker III

    Cadence Bank 4.7company rating

    Personal banker job in Macon, GA

    What The Role Is As a senior-level Personal Banker you will provide best-in-class service by developing deep customer relationships and understanding their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker III/IV team members will be cross-functional in a universal banking model to assist clients with a myriad of financial needs. How You Will Make an Impact * Originate complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Originate consumer lending products including home equity loans and lines of credit (NMLS registration required). * Engage in the Bank's Consultative Conversation Model (CCM) with customers and prospect to explore the customer's financial needs and recommend appropriate bank products. Refer opportunities to other departments when appropriate. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Identify business opportunities and make quality referrals to the proper business partners and internal teammates. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Cash handling and adherence to proper balancing procedures when handling transactions. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * High school diploma required; college coursework preferred. * Previous banking or demonstrated sales experience in business, retail or other industries. * 2+ years of sales, service or marketing experience in a progressive environment required. * 1+ years of lending experience preferred. * 1+ years of cash-handling experience preferred. * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * This position requires S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
    $29k-35k yearly est. 29d ago
  • Financial Services Representative

    World Finance 4.2company rating

    Personal banker job in Macon, GA

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: * Guide customers toward upward credit mobility through good financial choices. * Provide top-tier customer service, assisting customers with questions, concerns, and products. * Process and prepare loan applications. * Take and process payments. * Prepare loan documents and execute loan closing on current renewal loans. * Balance assigned cash drawer daily. * Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. * Maintain strong customer relationships and build community within your branch. * Other duties include but are not limited to: * Call approved and unmade applications to close loans daily. * Help build tax clientele and provide tax services. * Send complete and accurate credit denial letters within 30 days from the date of application. * Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! * Must be able to demonstrate self-confidence and organizational skills. * A history of choosing kindness, showing compassion, and helping others. * The willingness to seek quality-driven solutions and embrace new ideas. * Absolute team player - pitching in when needed and accepting help, too. * To perform this job successfully, an employee must have basic computer skills. * A valid driver's license & access to a dependable vehicle. * Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? * We hire from within: we want to see you grow and climb in this company. * Each year, we promote 80% of Financial Services Reps to management. * 75% of World's Operations Executives moved up from a similar role. * We pay you to give back: employees get paid volunteer hours each year. * Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. * Paid holidays, vacation time, and a 401(k) plan (including company match). * Be part of a team with clear values, strong community, and a sense of belonging. * We'll get you home for dinner: your life outside of work is priority #1 * You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: * Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. * Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). * Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. * Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. * Occasional local travel; may include extended hours, evenings, or weekends. * Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. * Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. * Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly Auto-Apply 9d ago
  • Consumer Banking Relationship Specialist (CBRS)

    Bank OZK 4.8company rating

    Personal banker job in Macon, GA

    Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions + Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. + Open and service deposit accounts. + Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. + Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist others. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model and champion the Bank's standards for exceptional customer service. + Enthusiastically support the bank's values and mission. + Display a high degree of integrity, trustworthiness, and professionalism at all times. + Complete all essential training timely. + Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members. + Maintain consistently good punctuality and attendance to work. + Adhere to all Bank policies, procedures, and guidelines. Knowledge, Skills & Abilities + Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) + Knowledge of bank policies and procedures + Critical thinking and communication skills + Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition + Ability to demonstrate confidence and act as a trusted advisor + Ability to communicate effectively both verbally and in writing + Ability to demonstrate team player approach, capable of thriving in a continually changing environment + Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail + Ability to work without close supervision + Ability to maintain confidentiality + Ability to follow policy and procedure including safety and security procedures + Ability to travel to other work locations (e.g., training, staffing shortages), as needed + Skill in using computer and Microsoft Office applications necessary to perform essential job functions Basic Qualifications + High school diploma or equivalent required; bachelor's degree preferred + 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required + Basic knowledge of personal finance and household budgeting required + Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred + Experience in retail customer service and/or sales preferred + NMLS preferred (required for lending activities) Job Expectations Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #LI-BM1 EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
    $23k-30k yearly est. 17d ago
  • Senior Personal Banker

    Oconee State Bank 3.7company rating

    Personal banker job in Macon, GA

    Job Details Macon, GADescription This position is part of our retail banking team which serves as the primary service delivery channel of Oconee State Bank. A Senior Personal Banker assists our customers in managing their bank accounts and finances. You'll be responsible for building long-term relationships with clients and cross-selling them our products and services. They must be excellent communicators with knowledge of our banking processes and products. You'll be the face of our bank and we'll depend on you to provide high-quality customer service. The Senior Personal Banker is also responsible for various vault and audit responsibilities for the branch. Qualifications RESPONSIBILITIES (INCLUDING NOT LIMITED TO): Advise customers on bank services for their needs (ex. Loans, credit cards, investment services) Manage customer bank accounts; including opening, closing and processing transactions Resolve any issues with banking services and accounts Refer clients to product experts as needed Reach out to potential customers to generate new business Perform administrative duties related to accounts Collaborate with other professionals to ensure high-quality customer service Handle customer needs by providing high level solutions to questions and concerns Make sound decisions based on our policies/procedures with a solid risk assessment Manage vault functions including buying and selling cash, placing shipment orders, preparing outgoing currency, and balancing the vault. Assist Financial Center Manager with compliance reporting Perform internal audits to ensure personal bankers are following policies related to cash drawers MINIMUM YEARS OF EXPERIENCE: 2+ years of customer service experience MINIMUM QUALIFICATIONS: Experience in sales or customer service field Excellent communication skills Customer-oriented approach to problem solving PREFERRED QUALIFICATIONS: Knowledge of banking practices and regulations Cash handling experience
    $37k-48k yearly est. 27d ago
  • Financial Services Representative

    Worldacceptance

    Personal banker job in Macon, GA

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly Auto-Apply 10d ago
  • Regional Universal Banker - Cordele/Ashburn

    Colony Bank 4.2company rating

    Personal banker job in Cordele, GA

    Are you looking for a rewarding career? Then you've come to the right place. At Colony Bank, we have over 400 engaged team members who are part of high performing teams that are empowered to serve our customers. We are passionate about serving our customers and delivering solutions. At Colony Bank, we Make It Easy! Make It Fun! Make It Happen! Position: Regional Universal Banker Purpose: This position is accountable for the delivery of exceptional customer service through the efficient managing of customer interactions. It assumes a role in developing new customer relationships as well as enhancing existing relationships. Position will be required to travel as needed. Essential Functions and Basic Duties: 1. Handle a variety of transactions using own count money, and cross sell bank services. Exercise independent judgment with close supervision. Refer questionable transactions to Head Teller. * Receive commercial and individual checking and savings deposits, verify cash and endorsements and issue receipts. * Cash checks, verify endorsement, validity and availability of funds. * Pay savings withdrawals after verifying balance and signature. * Accept payments (i.e. installment loan, charge card, personal line of credit, etc.) * Maintain accurate records of official checks and bonds. * Work night drop bags and mail receipts, process all mail envelopes. * Sell official checks * Redeem bonds and bond coupons upon desk approval. * Retain custody of operating cash. * Prepare change orders for customers. * Assist with answering telephones. * Sell and cross-sell bank services. 2. Attends to the needs of customers and prospective customers on banking matters. * Recommends, explains, and opens new deposit accounts for customers. * Opens and closes safety deposit boxes. * Maintains confidentiality of customer accounts. * Handles customer complaints related to the Bank's services, explains service charges, and follows through on misdirected items or errors. * Researches and resolves customer problems by serving as a liaison between the customer and the appropriate bank area. * Answers inquiries and provides information on various accounts, loan balances, and other banking services. * Ensures on-going sales, service, and product knowledge, training and self-development. 3. Provides notary public service. 4. Perform a variety of related clerical functions such as: sorting, counting, and wrapping currency and coins, verify straps, maintain records of transactions, balance deposits and cash drawers. 5. Know the procedures for using the on-line computer terminal system and understand how the entry of date affects not only the individual accounts but the entire system. 6. Serve customers in a cordial manner to encourage satisfaction with service. 7. Perform a variety of miscellaneous duties to assist with the work of the department (i.e. 24 Hour Banking and night deposit). 8. Comply with all federal and state laws and regulations. 9. Adheres to limited transaction limits. 10. Complies with all bank and personnel policies and procedures. 11. Complete periodic training provided and/or required by Colony. 12. Other duties as assigned. Qualifications: Education: 1. A high school diploma or equivalent. 2. Successful completion of Teller school provided by Colony. Experience: 1. Previous teller experience - required. 2. Previous banking experience - preferred. Knowledge: 1. A thorough knowledge of teller procedures or general bank operations. 2. Understand bank policies and procedures. 3. Have a thorough knowledge of bank products and services. 4. Have the ability to effectively handle all routine and complex transactions at the branch. 5. Knowledge of up-to-date loan compliance policies and procedures. Skills/Abilities: 1. General clerical and math skills. 2. Must present a professional image in dealing with customers, interdepartmental and external representatives. 3. Perform duties with considerable speed and accuracy. 4. Sales and service skills; demonstrated ability to positively persuade customers and to identify and satisfy their needs. 5. Ability to coordinate a high level of activities in a variety of conditions. 6. High degree of accuracy and attention to detail. 7. Ability to handle information of confident nature. 8. Ability to adhere to deadlines and tight schedules. 9. Ability to use various office equipment, including, computer, e-mail, internet, Excel, and Microsoft Word. 10. Have a high degree of interpersonal skills, attitude, judgment, communication and the ability to effectively interact with customers and employees. 11. Ability to exercise personal and professional responsibility and work with limited direction. 12. Demonstrate a "Team" attitude at all times. Colony Bank is an equal opportunity employer.
    $28k-34k yearly est. 6d ago
  • Personal Financial Representative - GA

    Allstate 4.6company rating

    Personal banker job in Lincoln Park, GA

    Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. #LI-WW1 Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
    $38k-44k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker or Sr - Americus

    Synovus Financial Corp 4.7company rating

    Personal banker job in Americus, GA

    Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Consults with consumer and small business customers to identify, understand, and prioritize financial needs and to deepen relationships. Refers customers to internal and external partners for additional opportunities. Serves as the first line of defense in preventing fraud and mitigating risk. Demonstrates passion for delighting customers by living the Customer Covenant every day. Job Duties and Responsibilities * Engages and consults with consumer and small business customers to identify, understand, and prioritize financial needs. Champions the customer's financial success through positioning product solutions and engaging appropriate partners. * Assists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. * Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence. * Partners with branch RMM to prepare for sales calls to add value and strengthen personal relationships with customers. Conducts outside calling to small business owners. Collaborates with business partners such as private wealth, financial planning, commercial banking and other line-of-business segments to strategize and develop comprehensive banking relationships. * Works proactively and closely with bankers to maintain a consistent deposit and loan pipeline. Develops referral sources to generate business. Meets or exceeds individual performance sales, referral and activity goals while supporting the goals of the branch and company. Establishes and maintains relationships with community based organizations in support of bank goals and programs. * Participates in daily kick-off and huddle activities, weekly sales meetings, and sales and training activities. Champions products and shares specific product information and sales tips. Performs proactive outreach to customers and prospects during sales campaigns and promotions. * Opens and services accounts. Interviews consumer and small business loan applicants to identify loan opportunities and may process and close loans. Follows established policies and procedures with minimal exceptions. Ensures all operational tasks are completed and all exceptions are cleared in a timely manner. * Reads, comprehends and complies with all communications and directives in a timely manner. Follows ethical practices in all activities related to the branch including operations, customer treatment and sales activities. Effectively communicates with leadership and coworkers to promote a positive and collaborative team environment. * Adheres to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk. Maintains a high level of awareness to recognize and report suspected fraud. Follows the business code of conduct including reporting known or suspected violations to the appropriate Company authority in a timely fashion. Completes compliance and other assigned training on time. * Demonstrates professionalism in appearance, punctuality, and behavior. Maintains a clean, organized work area. * Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. * Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an equal opportunity employer committed to fostering an inclusive work environment. Minimum Education: High school diploma or equivalent. Minimum Experience: 1+ years job-related experience, preferably in a banking, sales or customer service environment. May consider relevant college related programs in lieu of job experience. Required Knowledge, Skills, & Abilities: * Knowledge of bank services and products * Aptitude for consultative selling * Ability to establish, maintain and deepen customer relationships * Knowledge of state and federal banking compliance regulations * Strong interpersonal and communication skills * Strong customer service skills * Strong listening skills and a positive communicator * Proficiency using Microsoft Office software products Preferred Knowledge, Skills, & Abilities: * Bachelor's degree
    $30k-36k yearly est. 6d ago
  • Financial Services Representative - State Farm Agent Team Member

    Paul Sheets-State Farm Agent

    Personal banker job in Gray, GA

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - 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: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
    $28k-42k yearly est. 16d ago
  • Private Client Banker (New Build) - Georgia South - Bonaire - Bonaire, GA

    Jpmorgan Chase 4.8company rating

    Personal banker job in Warner Robins, GA

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $47k-99k yearly est. 4d ago
  • Universal Banker - Part Time 20hrs - Fort Valley

    Truist 4.5company rating

    Personal banker job in Fort Valley, GA

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: 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. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $31k-38k yearly est. 22d ago
  • Commercial Personal Banker - Warner Robins (Houston county)

    Morris Bank 4.0company rating

    Personal banker job in Warner Robins, GA

    Assist lender in daily functions, manage loan closings, and provide customer support. ESSENTIAL FUNCTIONS Coordinate commercial loan closings by ordering appraisals, engaging attorneys, and requesting flood determinations Collaborate with lenders and credit department to obtain pertinent information needed to move forward with loan request Key loan details into system, submit loans for approval, obtain and organize loan documents Act as liaison between bank, attorney, and title company to ensure all parties are on the same page as it relates to closing deadlines Review and analyze corporate documents, including corporations, limited liability companies, and partnerships Review and verify title work to ensure the bank's collateral is adequately covered and the bank's lien position is intact Gather all necessary documents prior to closing to minimize exceptions Provide superior customer service by responding to customer inquiries in a timely manner (i.e., telephone, email, etc.) Communicate with borrowers to obtain required information and provide them with status updates as it relates to their loan closings Review loan closing documents to ensure their accuracy prior to obtaining customer signatures Attend closings with lender and review loan documents with customer to ensure they understand all terms and conditions Organize loan package and send original documents to appropriate party for filing Assist lender in working upcoming loan maturities; collect interest and fees owed at time of loan renewal; obtain updated proof of insurance Assist lender with past due reports Prioritize exceptions and monitor them monthly Perform other duties as assigned by management REQUIRED EDUCATION, EXPERIENCE, AND SKILLS Minimum four-year college degree; Business degree preferred Three to five years of similar or related experience preferred General knowledge of bank operations, policies, and procedures Must be thorough, precise, and detail-oriented Strong analytical and problem-solving skills Ability to work well under pressure in fast-paced environment Must be able to communicate tactfully and professionally Superior writing skills and ability to minimize grammatical error Ability to interact and communicate professionally with customers and fellow employees Proficient in basic computer programs (Microsoft Word, Excel, etc.) General knowledge of Bank Secrecy Act/Anti-Money Laundering Program preferred. POSITION SPECIFIC COMPETENCIES: Analytical Skills- The ability to observe, evaluate, summarize, and apply meaningful data in the problem-solving process. The level of logical reasoning necessary to connect required actions to desired outcomes. The ability to forecast events based upon current situations. Demonstrated skill in generating alternative solutions to problems. Organizational Skills- Demonstrates the ability to have multiple projects and assignments are completed according to established timeframes. Information is maintained and it easily accessible. Materials and work areas are very orderly and easy to find and share. Dependability- Always completes assignments timely and thoroughly. Frequently works beyond expectations demonstrating exceptional initiative. Communication- Demonstrates active listening and interpersonal skills. Be able to effectively communicate on written documents are clear, concise, and well-constructed. PHYSICAL REQUIREMENTS Must be capable of operating all types of office equipment. EQUIPMENT USED Computer, telephone, fax machine, scanner, copier, printer SUPERVISORY REQUIREMENTS None WORKING CONDITIONS Requires incumbent to remain sedentary within office Requires some travel for training/seminars The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions. This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
    $29k-35k yearly est. 54d ago
  • Personal Banker II

    Cadence Bank 4.7company rating

    Personal banker job in Macon, GA

    As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. How You Will Make an Impact ● Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. ● Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. ● Enjoy working in a team environment with frequent interactions with fellow teammates and customers. ● Limited origination of simple consumer lending products such as personal loans and credit cards. ● Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. ● Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. ● Cash handling and adherence to proper balancing procedures. ● Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. ● Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. ● Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. ● Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are ● High school diploma required; college coursework preferred. ● Previous banking or demonstrated sales experience in business, retail or other industries. ● 2+ year cash handling experience in a banking or retail environment preferred. ● Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. ● Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. ● This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
    $29k-35k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Paul Sheets-State Farm Agent

    Personal banker job in Thomaston, GA

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - 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: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
    $28k-42k yearly est. 16d ago
  • Private Client Banker (New Build) - Georgia South - Bonaire - Bonaire, GA

    Jpmorgan Chase Bank, N.A 4.8company rating

    Personal banker job in Warner Robins, GA

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $47k-99k yearly est. 5d ago
  • Personal Banker

    Cadence Bank 4.7company rating

    Personal banker job in Perry, GA

    As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. How You Will Make an Impact ● Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. ● Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. ● Enjoy working in a team environment with frequent interactions with fellow teammates and customers. ● Limited origination of simple consumer lending products such as personal loans and credit cards. ● Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. ● Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. ● Cash handling and adherence to proper balancing procedures. ● Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. ● Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. ● Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. ● Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are ● High school diploma required; college coursework preferred. ● Previous banking or demonstrated sales experience in business, retail or other industries. ● 1-year cash handling experience in a banking or retail environment preferred. ● Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. ● Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. ● This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
    $29k-35k yearly est. 44d ago

Learn more about personal banker jobs

How much does a personal banker earn in Warner Robins, GA?

The average personal banker in Warner Robins, GA earns between $26,000 and $42,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Warner Robins, GA

$33,000

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

The biggest employers of Personal Bankers in Warner Robins, GA are:
  1. Morris Bank
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