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Personal banker jobs in West Virginia - 72 jobs

  • Universal Banker

    United Bank, Inc. 4.2company rating

    Personal banker job in Beckley, WV

    The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service. RESPONSIBILITIES: Service Area Responsibilities: * Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly: * With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions. Financial Sales Responsibilities * Responsible for keeping current and being knowledgeable of all Bank's products and services in order to communicate to new and existing clients. * Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products * Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation. * Based on customer's needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources. * Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service. * Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services Operational/Regulatory/Security Responsibilities: * Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area. * Comply with all department and company policies, procedures and overall security * Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior. * Work closely with other departments as necessary to troubleshoot and resolve customer situations. * Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans * Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations * May be responsible for branch opening/closing procedures * Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow Qualifications * High school diploma or equivalent required, Bachelor's degree a plus * Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required * Prior experience in handling and being accountable for money is required * Ability to successfully complete the Bank's in-house Training Program within a reasonable timeframe required * Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor * Excellent verbal and written communications skills in Spanish or additional language a plus. * Ability to perform basic math calculations is required * Demonstrates ability to interact confidently with clients is essential * Ability to be initiative in self-directed learning of Bank's products/services in order to expand and become well versed with the products/services offered. * Excellent written and verbal communication skills * Proficiency in Microsoft Office Products (Word, Excel) required * Understanding and working knowledge of appropriate core banking system is beneficial * Being detail oriented, ability to multi-task and work independently and in a team environment is essential. * Demonstrated professionalism is required * Ability to travel within branch region of up to 15% KEY COMPETENCIES: * Relationship and account management * Business Development * Accountability * Organization and Time Management * Collaboration Essential Functions: * Sitting and standing for extended periods of time. * Ability to reach over teller counter or desk area to receive customer transaction documents * Ability to lift and carry up to 20 lbs * Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via automobile or public transportation Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Charleston Job Segment: Bank, Banking, Banker, Developer, Financial Sales, Finance, Technology, Sales
    $32k-37k yearly est. 18d ago
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  • Relationship Banker

    New Peoples Bankshares

    Personal banker job in Princeton, WV

    NON-EXEMPT PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing "subject to count" and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES * Knowledge of the general operations and procedures of New Peoples Bank. * Ability to meet and deal tactfully and courteously with the staff and general public. * Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. * Passion for customer service. * Professional etiquette. * Excellent verbal and written communication skills. * Proven sales skills. * Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $30k-39k yearly est. 16d ago
  • Financial Services Representative 1

    City National Bank 4.9company rating

    Personal banker job in Dunbar, WV

    Equal Opportunity Employer, including Disability/VETS Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions * Consistently executes City's phone, platform and CSR service standards to provide excellent customer service * Displays a positive and professional attitude at all times * Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs * Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes * Maintains and balances a working cash supply * Assists customers with routine maintenance and complex service issues; sees through to complete resolution * Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed * Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals * Develops and maintains customer relationships; actively seeks referral resources from existing customers * Refers customers to other departments and business partners appropriately * Maintains an up to date knowledge of bank products and services * Maintains general knowledge of the competitive environment * Completes all training within predetermined time limits * Adheres to all bank regulatory, audit, and compliance policies and procedures * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements * High school diploma or equivalent * Demonstrated sales and service skills * Ability to multi-task, organize, and prioritize to ensure excellent customer service * Displays professional dress and demeanor * Personal computer proficiency * Cash handling experience preferred * 1-2 years of retail banking experience preferred * Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements * Work is generally performed indoors in environmentally-controlled conditions * Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise * Excellent customer service and sales skills * Excellent oral communication and listening skills * Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
    $49k-81k yearly est. 5d ago
  • Relationship Banker - Beckley Main - Beckley, WV

    JPMC

    Personal banker job in Beckley, WV

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $30k-40k yearly est. Auto-Apply 60d+ ago
  • Universal Banker-Floater

    Community Bank 4.2company rating

    Personal banker job in Wheeling, WV

    Universal Banker - Floater Classification: Non Exempt Salary Grade: Pay Grade 3A - Salary based on experience Reports to: Regional Branch Manager JOB DESCRIPTION Summary/Objective: The purpose of this position is to provide prompt, efficient and friendly service to customers involving new account information, consumer lending and teller transactions, as needed. This is a cross-trained position and requires the ability to multi-task and also serve at the back up to the manager, when necessary. This position will have extensive contact with customers and the public in a variety of settings. Position is responsible for promoting services of the bank, which requires a cheerful disposition, and the ability to employ tact and diplomacy in providing quick and efficient responses to all customer inquiries. Position also requires leadership qualities since it is the back up to the manager, in some cases. PERFORMANCE OBJECTIVES: Achieve growth in deposits by the assigned percentage determined by the Branch Manager. Achieve growth in loans by the assigned percentage determined by the Branch Manager. Satisfactory Compliance and Audit results (i.e., deposit exception report) Treat every customer with the highest level of professionalism and provide exceptional customer service. Completion of all required internal training programs. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. § Assist with new account duties including identifying prospects for new or additional bank services. Recommend bank services to selected prospects and cross-sell existing customers. § Explain the different types of accounts available to customers and assist in the selection of the type of account that will best meet customer needs, assign account numbers, complete forms requiring customer signatures and accept initial deposits. § Obtain proper identification from new customers, decide whether to accept account, and determine need and extent of reference investigation. § Place orders for checks, endorsement stamps and any other items needed for new accounts. § Complete computer forms and input incident to opening accounts and issuing certificates of deposit. § Answer incoming telephone inquiries and assist or transfer customers as needed; mail correspondence and forms for existing customers. § Assist customers in accessing their safe deposit boxes. § Process all documents and items pertaining to checking accounts, savings accounts, safe deposit boxes and certificates of deposit. § Sell, renew and redeem certificates of deposit. § Cross-sell products and services of the bank. § Provide customer assistance with balancing checkbooks, requests and minor complaints. Refer/direct customers to other departments or branches as necessary. § Receive and distribute branch mail. § Assist with ATM balancing as necessary. § Perform account maintenance as needed. § Maintain petty cash. § Send various mailings to customers and employees. § Close accounts and take applications. § Participate in credit extension functions with lending authority; perform loan processing tasks for all loan types as required. § Assist with loan function. § Quote loan rates and payment amounts § Quote payoffs for personal and car loans. § Assist Branch Manager with supervision of branch employees § Aid in the development and implementation of teller training and cross training. § Perform other duties as assigned in relation to the above mentioned. Other Duties: § Receive cash and/or checks for deposit to checking, savings accounts, taxes withheld payment for installment loans, Master Card/Visa, mortgage payments; open and receive payments for Christmas Club accounts; issue money orders, and cashiers checks. Collect late charges and fees where applicable. Process night deposits. § Cash checks in accordance with bank policy. Pay MasterCard/Visa cash advances and savings withdrawals; cash savings bonds. Receive payment for collection items, safe deposit rentals and other miscellaneous items. § Recognize customer needs and suggest appropriate services of the bank. At customer's request, prepare printouts from terminal of customer account transactions. § Prepare currency for vault and enter daily debit and credit transactions in vault register. Mutilate and strap currency; separates and rolls coin, and distribute excess coin and currency to vault teller. § Prepare teller summary sheets, certified check, currency transaction, and CTR reports. § Audit vault, put stop payment on checks, and answer the phone. § Perform other duties as assigned in relation to above mentioned duties and responsibilities. Competencies: Ethics/Integrity: Knowledge of practices, behaviors, applicable laws, rules and regulations governing proper business conduct. Adaptability: Knowledge of successful approaches, tools and techniques for dealing with changes and adapting to a changing environment. Customer Service: Works well with customers, promotes a positive image of the company, strives to solve issues raised by customers. Productivity: Manages workload, works efficiently, meets goals and objectives. Quality: Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve products/services. Cooperation: Willingness to work harmoniously with others in getting a job done. Readiness to respond positively to instructions and procedures. Supervisory Responsibility: No supervisory experience. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Position Type/Expected Hours of Work: Some flexibility in hours is necessary based on the location assignments, but the employee must be available during the “core” work hours of 8:30 a.m. to 4:30 p.m. Monday through Friday and must work 37.5 hours each week to maintain full-time status. Saturday hours are required for all retail staff, usually twice a month, but this schedule could be adjusted for coverage needs. Travel: Travel for this position is limited to travel for meetings/training or helping other locations with staffing needs. Required Education and Experience: High school graduate or equivalent. Preferred Education and Experience: Generally, two-five years of banking or related experience. Additional Eligibility Qualifications: Strong clerical skills, good communication skills and professional appearance are necessary for this position. Proficiency with a computer, adding machine, copier, fax machine, and other office equipment are required. The ability to learn EzTeller, Premier and sales tracking systems. AAP/EEO Statement: Community Bank is an equal employment opportunity employer. It is the policy of Community Bank to afford equal employment opportunity and to recruit, select, hire, train, transfer, and promote individuals in all job titles regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, Vietnam era veteran, disabled veteran, or other eligible veteran status. (Rev.3/2022)
    $33k-39k yearly est. Auto-Apply 60d+ ago
  • Personal Banker

    Peoples Bank 4.5company rating

    Personal banker job in Huntington, WV

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 Top Workplaces USA national award in 2022, 2023, 2024 and 2025 Newsweek's America's Best Banks 2023 and 2024 Newsweek's America's Greatest Workplaces 2024 and 2025 Forbes America's Best Banks 2024 and 2025 Forbes Best-in-State Banks 2020, 2021 and 2025 TIME's America's Growth Leaders 2026 award winner At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: This is a professional selling position in retail banking with accountability to attract new relationships and retain existing relationships. Job Duties: Responsible for proactively meeting customer financial needs through direct sales and referrals - while delivering world class service. The PB I will execute their daily customer interaction in person, on the telephone or video device and at periodic outside venues - using the Peoples Bank sales process - which is rooted in ethical needs-based solution-oriented selling. They will be accountable for specific monthly production goals - of Peoples products and services including: Loans, deposits and access to their information via multiple platforms including mobile banking. Additionally, a PB I will need to identify needs and refer to expert partners to include mortgage solutions, retirement solutions and several other non-traditional bank solutions. Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered. Consistently meeting or exceeding sales referrals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers. Consistently completes required training for all bank and branch policies and procedures. Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization. Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Follow operational standards regarding security, risk management, and compliance. Make calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the P1 system. Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities. Consistently meet sales goals. The PB has a primary responsibility to uncover customers' financial needs, anticipate future needs and provide recommendations that will ethically better the customer's financial life. Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. Responsible for meeting Retail Branch Standards which includes dress code. Will perform special projects as assigned. Education, Experience and Job Skills: Minimum 1 year of needs-based sales experience. Prior job experience with extensive customer contact is required. Must be a flexible team player with excellent oral and written communication, customer service and cross-selling skills. Must be able to establish and maintain working relationships with partners at their location and via telephone. Must be a decision maker with well-developed interpersonal skills to represent the Bank positively in dealing with customers. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered Must be able to pass background and credit standards to hold NMLS credentials. Must have ability to learn computer and mobile device application quickly. Trustworthy and confidential behavior is essential in this role. Daily reliable transportation Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications: High School Diploma or GED; 1 month to two years related experience and/or training; or equivalent combination of education and experience. Minimum 1 year of needs-based sales experience. Daily reliable transportation. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet;If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
    $29k-35k yearly est. Auto-Apply 11d ago
  • Associate Relationship Banker - Charleston Main - Charleston, WV

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Charleston, WV

    JobID: 210703897 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities * Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. * Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. * Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. * Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. * Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required qualifications, capabilities, and skills * 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. * Ability to create memorable experiences for our clients - elevate the client experience. * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. * Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. * High school degree, GED, or foreign equivalent. * Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills * College degree or military equivalent. * Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $29k-37k yearly est. Auto-Apply 2d ago
  • New Accounts Representative/Teller

    West Union Bank 4.0company rating

    Personal banker job in Harrisville, WV

    Job DescriptionWEST UNION BANK Job Title: New Accounts Representative/Teller III West Union Bank location in Harrisville, WV, is looking for an enthusiastic person to join our team as a full-time New Accounts Rep./Teller! West Union Bank encourages you to do your best, and provides room for you to grow, both in your skills and in your career. Our company is a fun and rewarding place to work. We greatly value educating our staff and in providing excellent customer service. We will give you opportunities to help your local community, both in and outside of your branch. Our business has successfully operated for over 130 years because we are driven by our commitment to our customers and employees. In order to represent our company, you'll need excellent interpersonal skills, need to enjoy helping people, have an interest in learning new tasks, and thrive in a high energy environment. Previous New Accounts/Teller experience preferred. You will open, process and do file maintenance for deposit accounts. You will also perform teller duties, including wire transfers. To be successful, you will need to stay up to date on key regulations and bank policies. Benefits: 401(k): We match half of what you invest, up to the Bank paying 3% of your annual rate of pay. Comprehensive Dental & Eye Insurance: We pay 100% of Employee Dental and Eye Premiums. Dependent Dental & Eye Insurance are very reasonable. Comprehensive Health Care: We pay 90% of Employee and 50% of Dependent Health insurance Premiums. Flexible Spending Plan: Optional Enrollment to set aside funds pre-tax for health and/or dependent care expenses. Life insurance: We pay 100% of a Life Insurance Policy for Full Time Employees along with AD&D and Long-Term Disability. This also comes with an Employee Assistance Program. One Hour Paid Lunch Monthly Gym Membership Reimbursement Paid time off: Holidays, Vacation, Sick and Personal Leave Reduced and Free Bank Services for Employees Referral program Tuition reimbursement: For Banking Related Courses Taken While Employed Job duties: Opens and processes new demand and time deposit accounts including Prime Interest Accounts, IRAs, certificates of deposit; understands and is able to explain all disclosures given to customers. Provides customers with information on deposit accounts, rates, service charges, restrictions, and other relevant account information. Orders checks, debit cards, provides starter checks, and may perform wire transfers. Researches and resolves problems. Responds to customer inquiries on account status. Maintains files on accounts. Refers customers to other departments as appropriate. Keeps informed of changes in bank services or procedures. Complies with Bank Secrecy Act, Anti-Money Laundering, GBLA, OFAC and USA PATRIOT Act including Customer Identification Program for new customers, accurately completes new account activity profiles, identifies high risk accounts at account opening, and reports suspicious activities to supervisor. Performs all teller duties. Must be knowledgeable about the process of resolving compromised debit cards. Must be able to complete error resolutions for customers. Maintains daily reports, closes accounts and files all branch new accounts work. Works on Teller Line as needed. Duties as assigned. Job Skills: Excellent communication and telephone skills required. Works well with public and co-workers required. Operation of fax machine, adding machine, copier, and typewriter. Basic computer skills required. Knowledge and understanding of bank products. Knowledge and understanding of government rules and regulations pertaining to CD/IRAs and deposit accounts and bank policies and procedures for CD/IRAs and deposit accounts. Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including accurate completion of CTR, Monetary Instrument log, Customer Identification Program for new customers, and new account activity profile. Identifies high risk accounts at account opening and reports suspicious activities to supervisor. Equal Opportunity Employer. West Union Bank does not discriminate against applicants based on any protected characteristics, including, but not limited to, race, ethnicity, color, national origin, religion, age, sex, sexual orientation, gender identity, family status, disability, medical or genetic condition, veteran or active military service status or any other basis protected under federal, state or local law. West Union Bank (the "Company") may request from a consumer reporting agency and for employment-related purposes, a "consumer report(s)" (commonly known as "background reports") containing background information about you in connection with your employment, or application for employment, or engagement for services (including independent contractor or volunteer assignments, as applicable). HireRight, LLC ("HireRight") will prepare or assemble the background reports for the Company. HireRight is located and can be contacted at 100 Centerview Drive, Suite 300, Nashville, TN 37214, **************, ***************** - http://*****************. The background report(s) may contain information concerning your character, general reputation, personal characteristics, mode of living, or credit standing. The types of background information that may be obtained include, but are not limited to: criminal history; litigation history; motor vehicle record and accident history; social security number verification; address and alias history; credit history; verification of your education, employment and earnings history; professional licensing, credential and certification checks; drug/alcohol testing results and history; military service; and other information. If you are offered an interview, you must consent to the Company obtaining these consumer reports about you.
    $34k-40k yearly est. 20d ago
  • Relationship Banker

    First National Bank (FNB Corp 3.7company rating

    Personal banker job in Wellsburg, WV

    Primary Office Location: 1015 Commerce Street. Wellsburg, West Virginia. 26070. Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $32k-37k yearly est. Auto-Apply 18d ago
  • Relationship Banker - Long Island Central Market

    Bank of America 4.7company rating

    Personal banker job in Huntington, WV

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Huntington - 250 MAIN ST - HUNTINGTON BC (NY5238), US - NY - Huntington Station - 101 Walt Whitman Rd - South Huntington (NY5240), US - NY - Northport - 680 Ft Salonga Rd (NY5247) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $25-27.9 hourly Auto-Apply 38d ago
  • Relationship Banker

    First National Trust Company

    Personal banker job in Wellsburg, WV

    Primary Office Location:1015 Commerce Street. Wellsburg, West Virginia. 26070.Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $31k-42k yearly est. Auto-Apply 12d ago
  • Universal Banker I - Part time

    Bank of Charles Town

    Personal banker job in Hedgesville, WV

    Responsible for a broad range of teller transaction processing, referring bank products and services while providing friendly customer service and playing a vital role in delivering an exceptional customer experience. Description Reports To: Branch Manager/Assistant Branch Manager FLSA Status: Non-Exempt ESSENTIAL DUTIES AND RESPONSIBILITIES Customer Service * Ability to interact with the public and deal effectively with their questions or problems. * Familiar with the Bank's products and services. * Looks for opportunities to explain, promote, and refer products or services. * Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service. * Serves as a model of excellent customer service to other employees. * Identifies and refers retail products suitable to the customer's needs. * Handles customer complaints or questions and determines the best course of action to be taken to remedy the situation. * Ability to establish and maintain effective working relationships with co-workers, employees and officials in other departments Universal Banker I Functions * Receives and handles deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits. * Cashes checks and pays out money after verification of signatures and customer balances. Adheres at all times to policies and regulations set forth in the Teller Operational Policy & Procedures Manual. * Processes any or all of the following: Checks, deposits, loan payments, night drop bags, mail deposits, and savings bonds. Provides access to safety deposit boxes. * Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Accurately balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. * Removes deposits from, and counts and balances cash in, automated teller system and night drop bags. * Assist with daily ATM balancing duties. * Demonstrates responsibility and judgment according to check cashing procedures. * Order client checks through Harland Clarke * Issuance of cashier's checks and money orders. * Completes Currency Transaction Reports (CTRs) and obtains independent verification of report * May override excessive drawer cash in Vertex up to approved designated limit. * Open and maintenance all consumer types of checking and savings accounts. * Complete domestic wires forms accurately. Other duties may be assigned. Security * Maintains proper amount of currency and coin in drawer-per Potomac Bank approved teller currency limits. * Maintains neat and orderly work area and ensures that all negotiables and confidential records are properly secured. * Understands role in the event of a robbery, whether victim or bystander, and knows proper post-robbery procedures. * Professional appearance that evokes the customer's trust. * Adheres to all bank policies and procedures and to internal controls and system access restrictions. Other duties may be assigned. CRITICAL SKILLS * Self-Development: Pursue additional education or training to remain current, improve knowledge, and diversify skills. The ability to be cross trained in other areas. * Customer Confidentiality: Never reveal or divulge customer information to anyone outside of the Bank. * Versatility: Ability to multi-task under pressure and fast paced environment. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); 1-2 years of prior customer service experience; position demands a person with an outgoing, service-oriented personality. It also requires general knowledge of bank operations, excellent communication and customer service skills and basic to advanced computer skills. KNOWLEDGE, SKILLS, AND ABILITIES * Position demands a person with a pleasant personality with an above average knowledge of fundamental arithmetic. * Ability to adhere to Potomac Bank's Core Values: Integrity, Teamwork, Growth, Customer Commitment, Community Focus * Must have basic skills in operating a computer, printer, and copy machine. * Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. * Ability to operate standard office equipment, including coin sorter and currency counter. * Ability to speak in a clear and understandable manner and write legibly. * Ability to answer telephones and greet public in a friendly and courteous manner. * Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. * Ability to deal with problems involving several concrete variables in standardized situations. SMOKE-FREE WORKPLACE Potomac Bank is a 100% smoke-free company. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds. This job description is not designed to cover or contain a comprehensive listing of all duties/responsibilities that are required of position. Duties/responsibilities may change or be assigned at any time with or without notice. Potomac Bank is an Equal Opportunity/Affirmative Action Employer Potomac Bank supports a workforce of diversity, equity, inclusion, and accessibility
    $34k-46k yearly est. 60d+ ago
  • Relationship Banker

    Burke & Herbert Bank & Trust 4.4company rating

    Personal banker job in Petersburg, WV

    Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's “Service Beyond Expectations” Begins with Me promise. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Perform a broad variety of account opening and customer services Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance Ability to identify and cross-sell next bank services and products Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals. Will be asked to educate and profile clients using bank systems Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention Adheres to all policies and procedures of the company Follows operational procedures to include security Relationship Bankers will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles Other Duties Other duties as assigned. Skills/Abilities Must be comfortable and confident in a sales and service environment Highly goal oriented Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers Must have and exhibit professional manners and exhibit good interpersonal skills Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver Other services as needed, such as Notary and NMLS registration Education and Experience High School diploma or equivalent required. Prior retail banking experience preferred. Prior customer service experience preferred. Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
    $27k-32k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker

    New Peoples Bank 3.7company rating

    Personal banker job in Princeton, WV

    NON-EXEMPT PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing “subject to count” and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES - Knowledge of the general operations and procedures of New Peoples Bank. - Ability to meet and deal tactfully and courteously with the staff and general public. - Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. -Passion for customer service. -Professional etiquette. -Excellent verbal and written communication skills. -Proven sales skills. -Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $29k-35k yearly est. 18d ago
  • Relationship Banker - Georgia North Market - Milton, Ga

    JPMC

    Personal banker job in Milton, WV

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $30k-39k yearly est. Auto-Apply 3d ago
  • Associate Relationship Banker - Charleston Main - Charleston, WV

    Jpmorganchase 4.8company rating

    Personal banker job in Charleston, WV

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $29k-37k yearly est. Auto-Apply 3d ago
  • New Accounts Representative/Teller

    West Union Bank 4.0company rating

    Personal banker job in West Union, WV

    Job DescriptionWEST UNION BANK Job Title: New Accounts Representative/Teller III West Union Bank located in West Union, WV, is looking for an enthusiastic person to join our team as a full-time New Accounts Rep/Teller! West Union Bank encourages you to do your best, and provides room for you to grow, both in your skills and in your career. Our company is a fun and rewarding place to work. We greatly value educating our staff and in providing excellent customer service. We will give you opportunities to help your local community, both in and outside of your branch. Our business has successfully operated for over 130 years because we are driven by our commitment to our customers and employees. In order to represent our company, you'll need excellent interpersonal skills, need to enjoy helping people, have an interest in learning new tasks, and thrive in a high energy environment. Previous New Accounts/Teller experience preferred. You will open, process and do file maintenance for deposit accounts. You will also perform teller duties, including wire transfers. To be successful, you will need to stay up to date on key regulations and bank policies. Benefits: 401(k): We match half of what you invest, up to the Bank paying 3% of your annual rate of pay. Comprehensive Dental & Eye Insurance: We pay 100% of Employee Dental and Eye Premiums. Dependent Dental & Eye Insurance are very reasonable. Comprehensive Health Care: We pay 90% of Employee and 50% of Dependent Health insurance Premiums. Flexible Spending Plan: Optional Enrollment to set aside funds pre-tax for health and/or dependent care expenses. Life insurance: We pay 100% of a Life Insurance Policy for Full Time Employees along with AD&D and Long-Term Disability. This also comes with an Employee Assistance Program. One Hour Paid Lunch Monthly Gym Membership Reimbursement Paid time off: Holidays, Vacation, Sick and Personal Leave Reduced and Free Bank Services for Employees Referral program Tuition reimbursement: For Banking Related Courses Taken While Employed Job duties: Opens and processes new demand and time deposit accounts including Prime Interest Accounts, IRAs, certificates of deposit; understands and is able to explain all disclosures given to customers. Provides customers with information on deposit accounts, rates, service charges, restrictions, and other relevant account information. Orders checks, debit cards, provides starter checks, and may perform wire transfers. Researches and resolves problems. Responds to customer inquiries on account status. Maintains files on accounts. Refers customers to other departments as appropriate. Keeps informed of changes in bank services or procedures. Complies with Bank Secrecy Act, Anti-Money Laundering, GBLA, OFAC and USA PATRIOT Act including Customer Identification Program for new customers, accurately completes new account activity profiles, identifies high risk accounts at account opening, and reports suspicious activities to supervisor. Performs all teller duties. Must be knowledgeable about the process of resolving compromised debit cards. Must be able to complete error resolutions for customers. Maintains daily reports, closes accounts and files all branch new accounts work. Works on Teller Line as needed. Duties as assigned. Job Skills: Excellent communication and telephone skills required. Works well with public and co-workers required. Operation of fax machine, adding machine, copier, and typewriter. Basic computer skills required. Knowledge and understanding of bank products. Knowledge and understanding of government rules and regulations pertaining to CD/IRAs and deposit accounts and bank policies and procedures for CD/IRAs and deposit accounts. Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including accurate completion of CTR, Monetary Instrument log, Customer Identification Program for new customers, and new account activity profile. Identifies high risk accounts at account opening and reports suspicious activities to supervisor. ADA Accommodation Considerations: This job involves lifting 10-15 pound coin boxes from the floor, utilizing a computer, phone, fax, copier and standing much of the day. Those interested in applying should apply on ******************************************** Equal Opportunity Employer. West Union Bank does not discriminate against applicants based on any protected characteristics, including, but not limited to, race, ethnicity, color, national origin, religion, age, sex, sexual orientation, gender identity, family status, disability, medical or genetic condition, veteran or active military service status or any other basis protected under federal, state or local law. West Union Bank (the "Company") may request from a consumer reporting agency and for employment-related purposes, a "consumer report(s)" (commonly known as "background reports") containing background information about you in connection with your employment, or application for employment, or engagement for services (including independent contractor or volunteer assignments, as applicable). HireRight, LLC ("HireRight") will prepare or assemble the background reports for the Company. HireRight is located and can be contacted at 100 Centerview Drive, Suite 300, Nashville, TN 37214, **************, ***************** - http://*****************. The background report(s) may contain information concerning your character, general reputation, personal characteristics, mode of living, or credit standing. The types of background information that may be obtained include, but are not limited to: criminal history; litigation history; motor vehicle record and accident history; social security number verification; address and alias history; credit history; verification of your education, employment and earnings history; professional licensing, credential and certification checks; drug/alcohol testing results and history; military service; and other information. If you are offered an interview, you must consent to the Company obtaining these consumer reports about you.
    $34k-40k yearly est. 10d ago
  • Universal Banker I - Teller

    Peoples Bank 4.5company rating

    Personal banker job in Sistersville, WV

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 Top Workplaces USA national award in 2022, 2023, 2024 and 2025 Newsweek's America's Best Banks 2023 and 2024 Newsweek's America's Greatest Workplaces 2024 and 2025 Forbes America's Best Banks 2024 and 2025 Forbes Best-in-State Banks 2020, 2021 and 2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position will be responsible for providing excellent service to our customers in accordance with Peoples Bank policies. Will have the ability to open deposit accounts, process complex multi-step teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner. This is a sales and service role and is vital in helping the branch obtain goals, while providing industry leading customer service. Job Duties Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Will be responsible for processing complex multi-step teller transactions. Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals. Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce. Consistently meeting or exceeding sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult. Will be responsible for following operational standards regarding security, risk management, and compliance. Consistently completes required training for all bank and branch policies and procedures. Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. Responsible for meeting Retail Branch Standards which includes dress code. Will perform special projects as assigned. Education, Experience and Job Skills High School Diploma or GED. Minimum 1-year related work experience in customer service. Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel). Excellent verbal and written communication skills. Positive and professional attitude. Proven team player. Trustworthy and confidential behavior is essential in this role. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. Must be able to lift up to 25 lbs. consistently. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications High School Diploma or GED. Minimum 1-year related experience in customer service. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. Must be able to lift up to 25 lbs. consistently. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet;If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries
    $31k-37k yearly est. Auto-Apply 6d ago
  • Part Time (30 hours) Associate Banker, South Charleston Branch, South Charleston, WV

    JPMC

    Personal banker job in South Charleston, WV

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $27k-34k yearly est. Auto-Apply 60d+ ago
  • Universal Banker I - Teller

    Peoples Bancorp Inc. 4.5company rating

    Personal banker job in Sistersville, WV

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 * Top Workplaces USA national award in 2022, 2023, 2024 and 2025 * Newsweek's America's Best Banks 2023 and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * Forbes America's Best Banks 2024 and 2025 * Forbes Best-in-State Banks 2020, 2021 and 2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position will be responsible for providing excellent service to our customers in accordance with Peoples Bank policies. Will have the ability to open deposit accounts, process complex multi-step teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner. This is a sales and service role and is vital in helping the branch obtain goals, while providing industry leading customer service. Job Duties * Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. * Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. * Maintain a position of trust and responsibility by keeping all customer business confidential. * Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. * Will be responsible for processing complex multi-step teller transactions. * Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. * Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals. * Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce. * Consistently meeting or exceeding sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. * Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult. * Will be responsible for following operational standards regarding security, risk management, and compliance. * Consistently completes required training for all bank and branch policies and procedures. * Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. * Responsible for meeting Retail Branch Standards which includes dress code. * Will perform special projects as assigned. Education, Experience and Job Skills * High School Diploma or GED. * Minimum 1-year related work experience in customer service. * Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. * Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel). * Excellent verbal and written communication skills. * Positive and professional attitude. * Proven team player. * Trustworthy and confidential behavior is essential in this role. * Daily reliable transportation. * Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. * Must be able to lift up to 25 lbs. consistently. * Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications * High School Diploma or GED. * Minimum 1-year related experience in customer service. * Daily reliable transportation. * Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. * Must be able to lift up to 25 lbs. consistently. * Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries
    $31k-37k yearly est. 5d ago

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