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  • US Private Bank- Private Banker- 2026 ReEntry Program 2026

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Grand Rapids, MI

    JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $32k-70k yearly est. Auto-Apply 55d ago
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  • Personal Banker

    PNC 4.1company rating

    Personal banker job in Wyoming, MI

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Wyoming, MI at the Clyde Park Branch. Bilingual Spanish preferred. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. + Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. + Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. + Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. + Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video (*************************************************************************************************************************** . **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs **Work Experience** Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** No Degree **Certifications** No Required Certification(s) **Licenses** Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $29k-36k yearly est. 60d+ ago
  • Personal Banker

    Advia Credit Union 3.4company rating

    Personal banker job in Kalamazoo, MI

    Employment Type: Full-Time, On-site #LI-ONSITE Entry Salary Range: $19.84-$23.81 per hour with an incentive opportunity based on individual performance. Comprehensive Benefits Package We're committed to supporting your well-being and work-life balance through a robust benefits offering: Health & Wellness Medical, dental, and vision insurance to keep you and your family healthy. Financial Peace of Mind 401(k) with company match, life insurance, and disability coverage. Time Off Generous paid time off (PTO), paid holidays, and paid parental leave. Professional Growth Learning and development programs, plus tuition reimbursement to support your career journey. Additional Perks Free Telemedicine Employee Assistance Program (EAP) Wellness initiatives Paid Community Action Volunteer Hours *Parental Leave and Tuition Reimbursement are available after one year of service Advia offers a bilingual premium for this role. This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency. What you should know about the role: The most essential function of this position is to proactively identify financial solutions for our members by Interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. What to know about Advia: Advia is a fast-growing Credit Union. We are in the top 3% of credit unions in the United States and serve almost 200,000 members with assets over $3 Billion. We are deeply rooted in the communities we serve and have a passion for placing our members needs above all else. Our culture can only be described as “work hard, play hard.” Why you should work for us: Personal Bankers enjoy the ability to earn more than your base pay through our weekly incentive program. As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. You will also enjoy paid holidays and every Sunday off. You will work with a dedicated team and engaged leaders. We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer. We would encourage you to come live the Advia life! What you can expect to do as a Personal Banker: Interview existing and potential members in person and by phone and explains specific services, products, and policies. Identify members' needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining to CRM and other call list leads. Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration. Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending. Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being. Perform new account functions, explain various account and ownership options, and obtain the required information and documentation. Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process. Ensure that the Credit Union's quality and professional reputation is projected and maintained. Stays informed regarding policy and procedure updates as well as local and national banking and lending trends. What you will need: Experience working in an environment with individual and team goals preferred. Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization. Want to see more? Check us out on our social media for an inside look at what the #advialife is all about.
    $19.8-23.8 hourly 55d ago
  • Business Center Universal Banker

    Horizon Bank 4.5company rating

    Personal banker job in Grand Rapids, MI

    Responsible for processing customer transactions, completing customer initiated account maintenance and all other tasks associated with customer requests. Originate new deposit accounts and consumer loans. Responsible for initiating, enhancing and maintaining customer relationships by providing Exceptional Service and Sensible Advice. Able to probe for information regarding customer's needs and provide effective solutions. Maintain a well-developed working knowledge of bank products and services, taking responsibility to keep up-to-date on changes. Universal Bankers generally have one year of banking experience or professional sales experience in a service-oriented environment Principal Accountabilities Represent the Bank to the customer in a courteous, professional manner in face-to-face and telephone communications. Provide timely, efficient, and accurate service in processing transactions in accordance with all regulations, policies and procedures. Maintain a well-developed working knowledge of bank processes, products and services, as well as banking regulations including Bank Secrecy Act (BSA). Develop and enhance customer relationships to identify cross selling and referral opportunities. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities in which we serve through support of local organizations and events. Duties * Process customer transactions, customer initiated account maintenance, and all other tasks associated with customer requests. Report suspicious transactions or unusual occurrences to supervisor. * Train on vault responsibilities for management of cash inventories * Efficiently gather customer information, identify financial needs, and educate customer on products and services. Recommend products based on the customer's needs. * Originate new deposit accounts including checking, savings, ATM/Debit Cards, money market, CDs, IRAs and commercial accounts. * Originate and provide advice on consumer loan products including personal loans, installment loans, home equity loans and lines of credit. * Originate business deposit accounts, associated services and refer additional products and service to Treasury Management or Business Banker. * Process basic life events including distribution of customers' estates to beneficiaries from any deposit account. Recommend referrals to trust department when appropriate.Educate customers on digital banking services and encourage electronic banking and e-statement adoption. * Develop long-standing relationships with customers by providing Exceptional Service and Sensible Advice through knowledge of bank products and services such as business, commercial and mortgage lending as well as trust services. * Participate in all office marketing and sales projects and promotions. * Partner with branch advisors to uncover customer needs and cross-sell opportunities. * Effectively use risk management tools to mitigate risk and minimize exposure to loss. Report unusual activity following established procedures. * Maintain established controls such as identification procedures, check holds, and all other pertinent verification necessary to transact business. * Promptly address customer questions and concerns through investigation. Report to management to formulate corrective action. * Conduct and document periodic risk reviews and run reports as needed. * Perform all work in compliance with established regulations, policies, and established procedures. * Maintain customer privacy and protect bank operations by keeping information private and confidential. * Participate in ongoing skill, sales training, compliance, risk management and security training as required for the position and apply knowledge in daily tasks. * Other duties as assigned. Qualifications & Skills * High school diploma or equivalent. * 1+ years of experience as a Bank Teller or the equivalent combination of banking, payment processing and professional sales experience in a service-oriented environment preferred. * Must successfully complete consumer lending training and consistently demonstrate the required level of mastery of the lending products and processes. * Strong sales initiative and ability to develop ongoing customer relationships. * Present a professional image and communicate effectively with the public, co-workers, management, customers and others in a courteous, positive and professional manner. * Ability to read, process, understand and apply written training material content to daily activity. * Ability to follow detailed instructions and a wide range of procedures requiring sound judgment. * Ability to perform basic mathematical computations using various business machines and/or computers. * Must have proficient typing and computer skills. Core Competencies * Consultative Sales * Product Knowledge * Effective Questioning * Prospecting and Referring * Relationship Building * Results Focused Physical Requirements Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA). Physical Demand: Percentage of Time: Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others. 90-100% * Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility. 90-100% Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone. 90-100% Able to remain in upright stationary position at counter height of approximately 48" for long periods of time. 50-75% Able to grasp, move and sort forms and papers. 90- 100% Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers. 75-100% Occasionally position self to reach heights between floor and 6'. Must be able to lift up to 50 pounds at a time. Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer. #LI-DNI
    $30k-34k yearly est. 20d ago
  • Private Client Banker- Forest Hills Cascade - Grand Rapids, MI

    JPMC

    Personal banker job in Grand Rapids, MI

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $29k-58k yearly est. Auto-Apply 60d+ ago
  • NHBP Tribal Citizen Resume Bank

    Nottawaseppi Huron Band of The Potawatomi 3.6company rating

    Personal banker job in Grand Rapids, MI

    The NHBP Tribal Government is committed to employing NHBP Tribal Members whenever possible. This commitment is an essential part of sustaining the integrity of our Nation as a self-governing sovereign entity. The NHBP Citizen Resume Bank was created to support this goal by establishing a centralized skills bank that helps Human Resources match Tribal Members with opportunities across the Tribal Government. While submitting a resume does not guarantee selection or immediate placement, it does allow Human Resources to better understand the education, skills, experience, and career interests that exist within our Membership. This process enhances our ability to make informed recruitment decisions and strengthens our efforts to prioritize NHBP Tribal Member employment in accordance with our Tribal Code and Selection Policy. The Resume Bank also supports key objectives of the NHBP Strategic Plan by promoting workforce development, expanding internal mobility, and strengthening pathways to Tribal Member employment. By gaining greater insight into the strengths and aspirations of our Tribal citizens, Human Resources can more intentionally align talent with long-term organizational goals. As part of this initiative, Human Resources may work directly with candidates to identify any skill or experience gaps that could impact eligibility for certain roles. Through targeted support and guidance, we aim to promote workforce development, support internal mobility, and help Tribal Members prepare for future opportunities. In doing so, we continue building a workforce that reflects the values, strengths, and long-term vision of the NHBP Community.
    $27k-42k yearly est. 60d+ ago
  • Small Business Banker

    Union Bancshares of Benton Inc. 4.1company rating

    Personal banker job in Grand Rapids, MI

    Essential Skills Union Bank Small Business Banker is responsible for providing comprehensive financial solutions to small businesses while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing centers of influence and appropriate referral sources. Essential Skills Ability to handle escalated problems and issues, medium to complex in nature. Strong knowledge of Commercial Lending and SBA Loan Programs. Comply with all department and Bank policies, procedures and regulations. Provide exceptional Customer Service at all levels. Essential Functions Relationship Management: The Small Business Banker is responsible for driving net customer growth through the overall attraction, expansion, retention including servicing of small business relationships. This role will support multiple financial centers in a defined geographic territory by focusing on their portfolio and business customers. This includes calling on small business customers with up to approximately $2 million in annual revenues with lending needs up to 100K-250K. Serve as a trusted advisor, building and deepening relationships with a dedicated portfolio of small business clients, becoming their primary point of contact. Business Development: Proactively find new clients through networking, direct outreach, and developing referral sources. Financial Solutions: Offer and advise on a range of products like business loans, lines of credit, payment processing, treasury management, and digital tools. Sales & Growth: Identify opportunities to expand services (share of wallet) and meet sales targets, working with other bank departments. Credit Analysis: Analyze client financials and business needs to structure appropriate lending solutions, often involving risk assessment. Customer Service: Handle service requests, resolve complex issues, and ensure a positive branded customer experience, even guiding clients to digital tools. Market Expertise: Stay informed on market trends, local economies, and competitor offerings to better advise clients. Working Conditions of the Job Business Calling 60% - Office/At work Station 40% Travel Required No hazards. No unusual or physical exertion required. Job Qualifications Bachelor's Degree in Finance, Business, or related field. or 4 years of relevant experience. 3-5 years in banking, finance, or sales. Sales strongly preferred. Strong understanding of financial products, credit, and analysis Excellent interpersonal, communication, and problem-solving skills. EEO Statement Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated. This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
    $31k-56k yearly est. 39d ago
  • Personal Closing Representative

    Transnation Title Agency 3.8company rating

    Personal banker job in Grand Rapids, MI

    About us Transnation Title Agency is a leading provider of real estate title services dedicated to delivering exceptional results and customer satisfaction. Committed to accuracy, efficiency, and integrity, we strive to exceed our clients' expectations in every transaction. Our employees are our most valuable asset. We foster a collaborative and inclusive work environment where every team member is valued, respected, and empowered to reach their full potential. Job Summary We are currently looking for an enthusiastic Personal Closing Representative to join our Team. As a Personal Closing Representative, you'll be at the heart of the action, processing title orders and documentation for real estate transaction closings where we provide title insurance. You'll thrive in a team environment, collaborating with awesome colleagues. We're seeking someone with a positive attitude and passion for going above and beyond to delight our customers. This job is perfect if you're dedicated, energetic, and ready to make a difference! Responsibilities and Duties Typical duties of the position may include: Review necessary surveys; compare property descriptions on title commitments to surveys, purchase agreements, and other legal documents to ascertain their accuracy and completeness. Perform all processing on escrow files to ensure the company can meet the customer's closing deadlines and provide title insurance on the transactions. Log all specific file information and track the status of the file's documentation within the company's electronic filing system. Provide proactive communication with customers to foster a seamless transaction as well as a long-term business relationship with customers Processes escrow files to ensure the company can meet the customer's closing deadlines and provide title insurance on the transactions. Coordinate closings times and dates with all parties involved in transaction. Monitor, answer, and/or direct customer service emails and calls. Reliable Transportation. Regular and physical attendance at the workplace location The Personal Closing Representative may be assigned additional tasks in support of the department's goals. Qualifications and Skills Proficient in Microsoft Office, email programs, and other web-based programs. Ability to type a minimum of 50 wpm accurately. Ability to effectively and professionally communicate while handling both positive and negative situations. Analytical ability is sufficient to perform varied tasks of limited complexity. Attentive to details and able to follow instructions. Dependable and reliable. Ability to function as a team player in a fast-paced environment Maintains privacy and confidentially of company information, as well as customers and co-workers. Strong organization skills Education: A high school diploma or the recognized equivalent is required. Experience: A minimum of one year of experience in the real estate/ lending or banking industry is preferred but not required, or an equivalent combination of education and experience. Licenses: Michigan Producer's Licenses. Valid Drivers License Company Perks Paid time off Paid holidays Paid Birthday off Flexible work schedule Employee Assistant Program for employees and family members. Employee Development Program Scholarship Program Benefit programs Multiple Medical plans Dental Coverage Vision Coverage Telemedicine benefits 401(k) retirement plan with company match Flex spending program. Health spending account Company paid Life, LTD, and STD Voluntary Life Coverage MetLife - Supplemental Insurance
    $30k-37k yearly est. 11d ago
  • Financial Aid Representative

    Western Michigan University Homer Stryker M.D. School of Medicine 4.5company rating

    Personal banker job in Kalamazoo, MI

    The position supports the Director, Financial Aid in overseeing the daily operations of financial aid administration, student accounts, and financial wellness programming. Key responsibilities include coordinating with the Accounting Office on billing and payment processes, assisting students with account and aid issues, monitoring compliance with federal regulations, and managing communications regarding financial aid deadlines. The role also involves loan processing, reconciliation, external scholarship coordination, and delivering financial education through individual counseling and events. To share this posting, please use this link: 6096349:Career Search BENEFITS: * Wellness reimbursement. * Continuing education and tuition reimbursement. * Employer-funded retirement plan. * Two medical plan options: PPO and High Deductible Health Plan (HDHP) with employer HSA contribution. * Flexible work solutions based on position and department. * Up to four weeks of PTO accrual beginning in year one. * Paid holidays. * Paid volunteer time. * Paid preferred holiday. DUTIES AND RESPONSIBILITIES: * Assists the director of Financial Aid in managing day-to-day operations in all areas of financial aid administration including student accounts and delivering financial wellness programs and events. * Manage communications and information sharing with Accounting Office on tuition, fees, books, billing dates, due dates, and payment plans. * Review student accounts for accuracy, and assist students with outstanding financial aid requirements. * Monitor past due student accounts and work with students to bring accounts up to date. * Coordinate with Accounting Office tuition billing to third-parties. * Organize, schedule and counsel students on pertinent topics related to financial wellness and financial planning including federal loan repayment options, loan consolidation, and loan forgiveness. * Monitor posting of checks to student accounts within established time frames. * Research external scholarships, manage web listing of scholarships and communications with students. * Serve as back up in managing data exchange (uploading and downloading of files) with U.S. Department of Education (ED) using the SAIG electronic mailbox, Common Origination and Disbursement (COD) for loan processing, National Student Loan Data System (NSLDS) for enrollment and award reporting, and other third-party processing systems. * Communicate to students regarding important dates/deadlines including FAFSA filing, verification, missing documents, and scholarship applications. * Share financial wellness activities with the Director and Coordinator, including one-on-one appointments, group presentations, and federal entrance and exit loan counseling. * Participate in professional development training. * Maintain current knowledge of laws, regulations, and institutional polices to ensure compliance. * Generate and review weekly audit reports on key financial aid metrics, including funding levels, loan and award limits, ISIR rejects, ISIR verification, and loan processing updates. * Generate and review monthly audit reports for NSLDS, aggregate loan limits, and student enrolled credit hours. * Reconcile federal Direct Loan disbursements between the Office of Financial Aid and the Accounting Office; ensuring data accuracy between the student information system and the Common Origination and Disbursement (COD) system. * Manage all aspects of student Leave of Absence processes including exit counseling, Return of Title IV funds calculations, NSLDS updates, and adjustments to cost of attendance and academic year timelines. * Execute and monitor monthly procedures for managing delinquent borrowers in accordance with federal guidelines. * Conduct research and contribute to the development and annual updates of the institution's Cost of Attendance. * Support the implementation of federal regulations and reporting requirements. * Provide assistance with Student Affairs events, including the White Coat Ceremony, Match Day, and Graduation. * Availability to work occasional overtime on weekends or evenings to complete time sensitive projects. * Acquires knowledge for new technology and policy/procedure revisions. * All other duties as assigned. To perform this job successfully, an individual must be able to perform each duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND/OR EXPERIENCE: * Bachelor's degree with one year experience in student financial aid or related area in post-secondary education preferred. Equivalent combination of relevant education and experience will be considered. * Experience working with a student information system is preferred. OTHER SKILLS AND ABILITIES: * Knowledge and proficiency in grammar, spelling and typing skills. * Ability to effectively communicate with others verbally and in writing. * Ability to operate automated standard office equipment such as multi-line phone system, copier/scanner, shedder, etc. * Ability to set priorities and meet assigned deadlines. * Ability to accept and apply feedback. * Regular and predictable attendance is expected. * Demonstrates the ability to recognize priorities in organization of work flow. * Able to perform duties independently, with a minimal need for direct supervision.
    $30k-45k yearly est. Auto-Apply 27d ago
  • Personal Banker Supervisor

    Sturgis Bank & Trust 4.0company rating

    Personal banker job in Portage, MI

    Under the supervision of the Branch Manager/Branch Administrator, will act according to established policies and procedures, Personal Banker Supervisors are expected to provide excellent client service, ensuring that client needs are met and have a strong desire to direct clients to Products and Services that will help minimize client's financial pressures. A Personal Banker Supervisor is expected to build a professional relationship through rapport and listening to the financial needs of the client. Such services will include activities as Deposit account activities, opening new accounts, handling IRA/Roth retirement accounts, cross-selling bank services, maintaining account records and accept Consumer Loan applications. Will be a support for their Branch Manager and Personal Banker team. Essential Duties and Responsibilities Adheres and complies with all Bank policies and procedures, and Federal and State regulations. Represents the bank to the clients in a courteous, professional manner. Provide prompt, efficient, and accurate service when processing transactions. Transactions include, but are not limited to, deposits, withdrawals, loan draws, loan payments, cashier's check purchases and Safe Deposit Box payments. May be responsible to ensure that the night depository bags are checked, and proper information is recorded. May be responsible to ensure that the ATM balances and recorded. Responsible for balancing each day's transactions and verifying cash totals for his/her station. Reviews work to locate any differences and ensure that all differences are properly initialed and reported to the Branch Manager Work with the Deposit Operations department when needed. Answers client questions and provide solutions. Identify and inform clients of the account status discrepancies and disputes and provide options to resolve. Verify the accuracy of client information within Navigator i.e., driver's license, contact information and client address. Troubleshoot issues with debit cards, online banking & account issues. Provides assistance in opening and closing procedures of the branch office. Open new accounts and perform account maintenance. Refer and assist in set up of Treasury Management Services Accepts consumer loan applications and assists with consumer loan application process. Actively listen to clients to uncover needs and offer solutions that minimize financial pressures. Responsible for the communication with the appropriate source and follow-up to ensure customer satisfaction when referrals are made/received. Recognize client needs and build upon development of relationships by listening for trigger words in conversation or being aware of personal or family changes. Make recommendations to appropriate services and products they currently may not be using to ensure exceptional client service. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Act as back up for the Branch Manager duties Actively offers in performs client service such as opening personal and business accounts for new and existing clients, as well as client account changes and maintenance. Recognizes and provides referrals for other Bank services such as, OakLeaf Financial, Oak Mortgage Insurance, Oak Title and Trust. Required to attend weekly Frontline meetings or watch recorded meeting. Supervisory Responsibilities Primary responsibility: Supervise the Personal Bankers, Communicate effectively with Management, clients, and the Team Ensure the Branch balances daily. Process excellent management skills. Education and/or Experience Obtained a Highschool diploma and 2 years related experience and training; or equivalent combination of education and experience. Language Skills Knowledge and ability to communicate effectively with the Team, internal Business Partners, and potential and existing customers. Must have the ability to understand and work from oral and written instructions. Mathematical Skills Must have the ability to perform basic math skills and to calculate simple to complex transactions. Reasoning Ability Must have ability to remain calm and professional during peak periods of activity and manage multiple tasks simultaneously. This job requires employee to prioritize/organize work, and applies common sense, as well as proofread and edits documents for accuracy. Employee must have the knowledge and ability to troubleshoot and develop solutions to customer problems in a timely manner. Computer Skills Must have ability to remain calm and professional during peak periods of activity and manage multiple tasks simultaneously. This job requires employee to prioritize/organize work, and applies common sense, as well as proofread and edits documents for accuracy. Employee must have the knowledge and ability to troubleshoot and develop solutions to customer problems in a timely manner. Other Skills and Abilities Must have the ability to learn Sturgis Bank's values and apply those values in the performance of all job duties. Must have the ability to manage and maintain confidential information. Must be able to be an effective team member: communicate and cooperate with other Banking Center Offices and internal business partners. Must be able to work without supervision complete related tasks correctly in a timely and satisfactory manner. Must have excellent interpersonal skills and leadership and time management ability. Must provide excellent client services at all times. Other Qualifications Employee must have the ability to assist in other job-related areas as required and the ability to work daily and overtime as needed. Employee must possess strong service abilities and proof or demonstration through past performance of their capabilities.
    $28k-35k yearly est. Auto-Apply 5d ago
  • Teller/Universal Banker

    Southern Michigan Bank & Trust 4.1company rating

    Personal banker job in Portage, MI

    Full-time Description Performs a variety of duties to provide customer service by explaining and processing financial services, and correct records by performing the following duties. All other duties and responsibilities as assigned. ESSENTIAL DUTIES, RESPONSIBILITIES, SKILLS: • Build and maintain customer relations by providing high quality service • Assist customer from start to finish acting as a full relationship manager • Interview customers to obtain information and proactively sell all bank products and services, including but not limited to Checking, Savings, Individual Retirement Accounts, Certificates of Deposits and Savings Bonds • Open new accounts using needs-based techniques • Discuss, sell, complete application and close consumer loans • Discuss, sell, and refer electronic services, Wealth Management and Commercial/Mortgage loan services • Solve branch operations matters • Understand and support marketing initiatives • Clean and organize branch/work area • Service, audit, and balance drawers, vault, TCRs, PTM, coin machines and other branch technology within established guidelines • Prepare, verify, and order incoming and outgoing cash shipments • Prepare and sign cashier's checks, loan checks, and wires within assigned limits • Open, close and lead the branch during absence of management • Close accounts when necessary •Discuss and process overrides for lesser experienced tellers •Mentor/train incoming Tellers/Universal Bankers SUPERVISORY RESPONSIBILITIES: None QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and maintain confidentiality and professionalism. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: •High School Diploma or general education degree (GED); and one to three weeks training and at least one-year equivalent combination of education and experience. •Customer service, cash handling and banking experience preferred. •Attentiveness to detail. •Basic computer skills including Microsoft Word and Excel. •General math skills. •Jack Henry suite of programs including Xperience and Synapsys. •TCR, PTM, and coin machine knowledge. INTERPERSONAL SKILLS: This position is required to deal with internal as well as external customers, in a positive, “Quality Customer Service” manner. An open, willing to assist approach to work is expected along with the ability to work beyond their normal job duties as the situation requires. Interpersonal and problem-solving skills are required. This position will have access to highly confidential information that must be handled in a professional manner. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance, color vision, depth perception and ability to adjust focus. REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. WORK ENVIRONMENT: The noise level in the work environment is usually moderate/conversational.
    $30k-34k yearly est. 45d ago
  • Relationship Banker (Senior Teller)

    United Bank of Michigan Group 4.2company rating

    Personal banker job in Dorr, MI

    We're a local bank that has been partnering with this community for more than a century. We've come alongside and helped build businesses, launch ideas, raise families and fulfill dreams. Our favorite mission is the kind that can have a positive impact every day. As a full-time employee of United Bank, you would join an outstanding, supportive culture of employees. You would also gain several attractive benefits, including the following: Paid vacation and sick (ESTA) days; Health, dental, vision, and life insurance; Long and short-term disability; 401(k) retirement plan with company match; Education reimbursement; Wellness opportunities; Training and development opportunities; Pay for performance; Promote from within philosophy; Bank products and services; Inclusive employer that celebrates and encourages the uniqueness of each person; Veteran-friendly employer. Qualifications We have an excellent opportunity for a Relationship Banker. United Bank is searching for driven individuals who are focused on building relationships with our customers by meeting their financial objectives. Whether you have several years of experience or are new to the banking industry, we would love to help you achieve your personal and professional goals. Relationship Bankers have the important role of being the first impression our customers have of United Bank. You will assist customers with their banking needs, including processing transactions, managing accounts, referring to affiliates, and other general office and banking tasks. You will have a distinguished role in customer experience by opening new accounts, cross-selling services, and resolving problems. It is the relationship you build with customers that creates account retention. In order to excel at this role, you need strong verbal and written communication, strong attention to detail and organization skills, along with the ability to build relationships, follow instructions, learn new tasks, and follow-up. You will also be responsible for areas of compliance as it relates to your position and may be assigned special projects or additional duties. Preferred qualifications: One year of college or technical school; 3 to 6 months related experience and/or training; OR combination of education and experience; Strong verbal and written communication; Strong attention to detail and organization skills. United Bank of Michigan is proud to be an Equal Opportunity and Affirmative Action Employer, and to have an inclusive culture to promote and ensure equal opportunity decisions regardless of race, color, gender, disability, sexual orientation, gender identity, veteran status or any other legally protected status. If you require an accommodation to apply to this position, please call **************, or email ************************. This contact information is for accommodation purposes only.
    $27k-31k yearly est. 11d ago
  • Personal Banker

    PNC Financial Services Group, Inc. 4.4company rating

    Personal banker job in Wyoming, MI

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Wyoming, MI at the Clyde Park Branch. Bilingual Spanish preferred. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. * Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. * Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. * Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. * Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $27k-34k yearly est. 60d+ ago
  • Relationship Banker - Grand Rapids, MI

    Wintrust Financial 4.9company rating

    Personal banker job in Grand Rapids, MI

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Macatawa Bank, now part of the Wintrust Financial Corporation, is looking for top talent to join our team as a Relationship Banker! Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture What you'll do: As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by: Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendations Collaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs Operating a teller drawer serving customers in the lobby/drive-up Opening accounts, performing account maintenance, and assisting customers with digital products Recognizing potential fraud and other risks Depending on the shift, you might be responsible for bank opening/closing Helping support community and bank events Qualifications: 1-3 years of experience in a customer service, financial service, or sales role High School diploma or GED required Intermediate computer skills Must be able to lift up to 50 lbs Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated hourly rate for this role is $21.00-$28.00, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $21-28 hourly Auto-Apply 27d ago
  • Personal Banker Associate I

    Fifth Third Bank, N.A 4.6company rating

    Personal banker job in Kalamazoo, MI

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. + Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. + Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. + Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. + Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. + Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. + Provide guidance to CSRs with respect to the sales and referral process. + Promote customer satisfaction with a friendly, helpful demeanor and professionalism. + Act with confidence by answering customer questions and owning customer issues. + Maintain a position of trust and responsibility by keeping all business confidential. + Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. + Adhere to established policies and procedures while opening/servicing the full range of Retail products. + Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. + Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. + Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + College degree or work experience providing transferrable skills, or, combination of education and experience. + Experience in the financial industry preferred. + Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. + Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. + Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. + Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: + Normal office environment. + Extending viewing of computer screens. + This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. + Travel outside of the affiliate will be required for various classroom training sessions. #LI-AN1 Personal Banker Associate I At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Kalamazoo, Michigan 49007 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $28k-34k yearly est. 20d ago
  • Branch Banker

    Mercantile Bank 4.0company rating

    Personal banker job in Grand Rapids, MI

    Job Description Mercantile Bank is looking for an enthusiastic, customer-focused Branch Banker to join our team in our Leonard Branch in Grand Rapids, MI. Depending on your experience, you may be hired as a Customer Service Representative or a Personal Banker. If you're passionate about helping others, driven by goals, and eager to grow professionally, this could be the perfect opportunity for you. Join a respected financial institution where your work makes a meaningful impact in the lives of our customers and the communities we serve. Core Responsibilities: Creating a high-quality, positive, and customized customer experience Assisting customers with their daily banking needs Recommending the best products and services to deliver financial solutions that empower people to achieve their goals and dreams Why Mercantile Bank? Mercantile Bank was founded by entrepreneurs who believed building strong relationships and communities is accomplished through collaboration and innovation. It's more than being a financial institution, it's being a trusted ally and community partner. As Michigan's largest community bank, our roots are deeply embedded in the diverse communities we serve. Our commitment to our customers and community is at the core of all we do. As an employee of Mercantile Bank, you will receive competitive compensation, bonus opportunities, and best-in-class benefit options. With a minimum of 3 weeks' vacation, sick time, 11 paid holidays, generous 401k match of 5%, company paid life insurance, tuition reimbursement, IVF and adoption assistance, zero-interest loans for fitness equipment and business attire, discounted bank services, employee stock purchase plan, 529 savings plans, health savings accounts, flexible spending accounts, legal protection, exceptional training and development opportunities, and encouragement to connect with community through volunteer opportunities. A Look into Your Day Depending on your qualifications, you may be considered for either a Customer Service Representative or Personal Banker role. While the responsibilities and requirements vary slightly between the two, this posting will refer to the position more broadly as 'Branch Banker.' As a Branch Banker you will do something different every day. Providing exceptional customer experiences and building long-term customer relationships will be your top priority. During your workday, you maintain a cash drawer with all the proper controls, vouchers, receipts, security, proofs, etc., ensuring it balances at the end of each day. Depending on the level you are in, your responsibilities can also range from efficiently processing routine financial transactions for our customers such as deposits, withdrawals, checks, and loan payments to opening bank accounts for individuals and businesses to being the "go to" banker for your customers where you ask questions and listen for cues to be able to provide banking (and possibly lending) solutions that meet their unique needs. You'll benefit from extensive training, both in the classroom and on the job, to ensure you're confident in our products and services. Banking is always changing so it will be your responsibility to continue to stay informed of changes that could occur. You are excited to share this information with your team members and customers. Together, with the team, you will be sure all operational procedures, transactions and audits are completed accurately and on time. You may wear multiple hats and be prepared to fill in where needed. You will have goals to achieve on your own and as a team. You will enjoy meeting and referring business to your banking partners in Mortgage, Commercial and Treasury. You will be proactive in tracking and reporting your sales and referral activities. What We Are looking For: To thrive as a Branch Banker at Mercantile Bank, you will need a diverse skill set that balances technical proficiency and exceptional interpersonal abilities. Familiarity with or the ability to learn banking software and tools is crucial as you will efficiently process routine financial transactions like deposits and withdrawals, manage cash drawers, and ensure compliance with security protocols. Your role will require active listening and problem-solving skills to understand customer needs and provide tailored banking and possibly lending solutions. As a customer-focused professional, you must excel in communication, both in-person, over the phone, and over email to assist customers with inquiries and transactions. Attention to detail is essential for accurately handling account information and ensuring that operational procedures are followed diligently. A strong sense of accountability will drive your participation in team goals and community involvement, enabling you to promote Mercantile Bank effectively. Adaptability is key, as you will wear multiple hats and remain informed about industry changes to share valuable insights with clients and peers. Requirements: 1-3 years of relevant experience (Customer Service Representative) 3-5 years of relevant experience (Personal Banker) Effective and efficient communication (written and verbal) Cash handling/data entry with accuracy Ability to prioritize and multitask job expectations Comfortable having conversations with customers and cross-selling products and services when opportunities are uncovered. Adaptable to an Internally and Externally Changing Environment Interpersonal Skills Preferred: Banking Experience Banker: Work Schedule On average, this position works banking hours Monday - Friday, 8:30am - 5:00pm. Community activities may require evening and weekend hours. Day travel is required for some meetings and training. Job Posted by ApplicantPro
    $33k-38k yearly est. 10d ago
  • Virtual Banker

    Union Bank (Michigan 4.3company rating

    Personal banker job in Lake Odessa, MI

    is based on site at our location in Lake Odessa, MI. This is not a remote role.* The Virtual Banker will engage with customers in a blended contact center environment consisting of telephone, interactive video, web chat, secure mail and online banking interactions. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and cross-sells other products based on the customer's needs. These functions will range from basic to hard in complexity. Virtual Bankers strive to provide best in class customer experiences by personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. Virtual Bankers will work as part of a team under the direction of the Contact Center Manager and Contact Center Team Lead. The representative will be responsible for supporting department objectives through direct customer interactions, adhering to quality standards, and performing administrative tasks. Essential Functions Customer Service & Account Opening * Provide exceptional customer service through quality conversations and timely communications. * Conducts work in a Video Conference environment and in a variety of computer programs including Microsoft Office Suite, Mitel phone systems, Jack Henry Platform Video Conferencing System and others. * Ethically conducts operational tasks related to protecting customer and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. * Protects all customer information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates. * Provide front-line customer support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels. * Process customer support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc. * Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts. * Maintain a personally professional and presentable appearance in all internal and external customer interactions. * Be fully proficient in the video banking system and online banking tasks. * Engage with customers in a professional and friendly manner while providing a positive brand experience during each customer interaction. * Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. * Assist with troubleshooting and issue resolution tasks associated with the Video Banking system and liaise appropriately with Contact Center Management, branch, operations, and IT staff in problem identification and resolution. * Work with individuals in other departments (retail branches, deposit operations, online banking, and customer relations) to address Universal Banker and Call Center customer service issues and escalations. * Regular attendance is required, working at the worksite during regular contact center business hours and/or assigned hours including evenings and weekends. * Must have the ability to effectively cross-sell bank products and services. * Collaborates with team members during times of excess workload to pick up overflow. * Other duties as assigned from time to time by the Contact Center Manager or Contact Center Team Lead. Operational Excellence * Responsible for knowing and adhering to appropriate security and emergency procedures. * Keep customer information in a secured area at all times while maintaining an organized work station. * Maintain knowledge of the bank's policies and procedures. * Help coordinate branch document retention and destruction in accordance with the bank's policies and procedures. Sales & Referrals * Consistently meet or exceed sales referrals, as set by management. Proactively work to deepen both new and existing customer relationships through cross-sell opportunities. * Engage in consultative discussions with customers through the new account opening process to understand their financial picture and recommend products and services that best align with meeting their needs. * Actively involve yourself in sales meetings and staff meetings. * Maintain a thorough understanding of all Retail products and services offered. * Have a good understanding of the bank's IRA (Traditional & Roth) and HSA offerings, including tax benefits, contributions and distributions. Other Functions * Other duties/projects as assigned * Familiar with and abides by all bank regulations including but not limited to BSA/AML and OFAC Working Conditions of the Job * Stationed at desk 95% of working time. * No unusual physical exertion required. * No particular hazards on the job. Requirements Job Qualifications * Familiarity with banking products and services. * Ability to communicate effectively in person, on-screen, over the phone and in writing. * Ability to solve problems while working directly with external and / or internal customers. * Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc. * Strong attention to detail and ability to complete work accurately. * Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products. * Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions. * Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems. * Good interpersonal communication. * Good organization and time management skills. * Ability to listen and develop/suggest solutions to problems. * Ability to retain confidential information. * Willingness to work flexible hours. Education & Work Experience * High school diploma or equivalent. * 1 year Customer Service, Retail banking or equivalent experience. * Experience with using Onboard deposit software system, preferred. EEO Statement Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated. This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
    $28k-33k yearly est. 11d ago
  • Student Financial Services Representative

    Kalamazoo Valley Community College 4.3company rating

    Personal banker job in Kalamazoo, MI

    Are you an administrative support professional who wants to join a team that plays a critical role in serving the greater Kalamazoo community? Would you like to work with students in helping them attain their educational dreams? If so, Kalamazoo Valley Community College may have a great opportunity for you. About Us Kalamazoo Valley Community College is a comprehensive, fully accredited, public, two-year college in Kalamazoo, Michigan. We offer associate degrees in more than 60 areas of study and 50 certificate programs. Kalamazoo Valley Community College creates innovative and equitable opportunities that empower all to learn, grow, and thrive. About the Opportunity Kalamazoo Valley Community College is seeking a full-time Student Financial Services Representative. The individual in this position will seek to create a collaborative partnership between students and financial aid staff. The aim is to ensure that students feel welcomed to ask their financial aid questions and share their plans/concerns authentically, in an environment designed to be responsive and supportive. This position will support several aspects of the college's strategic plan, including providing holistic student support and the processing of VA Benefits. Characteristic Responsibilities and Duties * Answer financial aid phone calls and emails, see students at the counter, and process paperwork. * Assist financial aid applicants with the financial aid process and veterans with veteran benefit applications. * Notify student financial aid applicants of information needed to complete financial aid files. * Assist aid recipients with program requirements and process VA benefit paperwork/applications, as needed. * Track, update, and maintain student financial aid and VA benefit files within the financial aid office. * Complete special and ongoing projects/tasks/responsibilities (such as work-study placement and monitoring, assist with America Reads position development, review student holds, complete housing/enrollment verification paperwork, and assist with Pell reconciliation). * Enter data into assigned computer systems (Banner, Salesforce, VA OneSource, NSLDS, etc). * Type standard forms, letters, and other mailings. * Taking payments for student accounts, helping students set up payment plans, and help students set up refund options. * Occasional outreach events and Tuesday Nights until 7pm. Minimum Qualifications: Appropriate education, training, experience and talents are required. An example of this would be an Associate degree in an appropriate field and the equivalent of two years of general office work. Preferred Qualifications and Experience: Physical Demands: Work Hours: Core Business Hours: Monday-Friday 8:00 am - 5:00 pm; Tuesdays 10:00 am - 7:00 pm on rotational basis. Posting Date 01/14/2026 Closing Date: Special Instructions to Applicants: Please apply online at jobs.kvcc.edu. This position will remain posted until filled, however, priority consideration will be given to applications received by January 28, 2026. EEO Statement As an employer, Kalamazoo Valley encourages, welcomes, and fosters differences because we believe that diversity makes us great. It is the policy of Kalamazoo Valley Community College not to discriminate on the basis of race (including traits associated with race such as hair texture and protective hairstyles), religion, color, national origin/ethnicity, sex, sexual orientation, gender identity, gender expression, pregnancy, disability, genetic information, age, height, weight, familial status, veteran status, marital status, citizenship, or any other status or characteristic protected by law, in its programs, services, employment or activities. All qualified applicants will be given equal opportunity and consideration for employment; please consider joining us as we empower all to learn, grow and thrive. Prior to a job offer, candidates will be required to complete a criminal record background check. For some positions, a credit history investigation will also be required. Information gathered will be used for job-related purposes to the extent permitted by applicable law and will not result in an automatic disqualification from an employment opportunity.
    $21k-25k yearly est. 11d ago
  • Financial Services Representative

    Michigan First 4.0company rating

    Personal banker job in Grand Rapids, MI

    Location : Address 5020 E. Beltline Ave. NE Location : City Grand Rapids Location : Postal Code 49525 Responsibilities Under supervision, and in accordance with existing procedures and systems, provides a variety of member service functions involving the receipting and/or disbursing of funds, (i.e. checks, money orders, traveler's checks), open accounts/loans and have in-depth conversations with members to uncover unique and personalized solutions. Work involves constant and direct dealing with Credit Union members and potential members, and requires the ability to accurately record information and communicate effectively. Work will be performed on the teller platform, drive-thru window and/or FSR desk. KEY JOB RESPONSIBILITIES: Must be an excellent listener and possess the ability to uncover opportunities for expanding the member's relationship. To do this, the individual must possess great interviewing skills to uncover the true needs of our members. Must be a problem solver, have extremely strong evaluative skills, possess the ability to follow through on all of the details of the interaction, and take ownership of it from start to finish. Must be very experienced and skilled in our products and services. Must be able to work all hours that the branch is open, serving members, as well as the time needed to open or close the branch. Assumes responsibility for performing efficient, effective, and accurate performance of Teller functions, account openings, lending applications and documents, account maintenance documents. Performs Teller duties including receiving and processing deposits, loan payments, and transfers; processing cash advances, travelers' checks, cashiers' checks, money orders, government bonds, and similar transactions; disbursing cash or check withdrawals; receiving and processing payroll deduction starts, stops, and increases. Prepares proper receipts. Assists Head Teller by occasionally balancing vault and monitoring ordering, dispensing, shipping and balancing cash. Must display a positive attitude at all times and have a passion for serving our members. Must demonstrate very high energy, an interest in continuous learning and embrace challenge and change. Helps to ensure that Teller functions are correctly performed and are in accordance with established polices and standards. Ensures that all security procedures are followed and that all member service standards are exceeded. Assists in maintaining an inventory of cashier's checks, money orders, receipts, and other negotiable items for use in the Teller area. Assists in keeping ATMs and MWBCs filled and functional. Is expected to consistently meet (and/or exceed) monthly sales goals. Is expected to consistently look for ways to improve and streamline processes. Is expected to perform at the highest level with minimal day-to-day oversight. Becomes/is an advocate of The Michigan First Way, supporting all facets of it, including complete fulfillment of Our Promise, 5 STARS Service, SOLVE IT and our ISMs. Fosters a positive demeanor and image through professional representation in all contacts with both, team members and members. Consistently reflects and displays each of our “ISMs” in daily job performance, as well as in all business interactions while executing on our goals and initiatives. Learns and utilizes EMEC (Every Member's Experience Counts) in day-to-day responsibilities when communicating with members only. Qualifications High school diploma or general education degree (GED); Associate's Degree in business or related field is preferred. 3+ years of experience working in a professional environment. Experience working in a retail or financial services environment and knowledge of financial services and products. 3+ years of strong sales-oriented experience, preferably in a financial institution or related field. Has real world financial experience - either personally or professionally. Understands the differences in products and services offered by other financial institutions to those offered by the Credit Union. Has ability to read, write and comprehend simple business correspondence and effectively present information in one on one and small group situations. Has ability to operate standard office technology, equipment and tools. May occasionally be required to lift and/or move up to 50 pounds. Must truly enjoy and like people. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical. Can balance empathy and logic in working with Credit Union members to help them reach their intended goals. Must have very strong interpersonal skills and exude a positive attitude at all times. Must maintain a professional appearance and demeanor at all times. Must be the subject matter expert (SME) in the Teller role for others to model behaviors, skills, and tasks from. Who We Are Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs. Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth. Michigan First highlights: 500 team members 32 locations spanning the Lansing area, Grand Rapids and Metro Detroit Industry leader in community support and charitable giving through the Michigan First Foundation Member Services Call Center operates 24/7/365 Over $1.5 Billion in assets Awards Michigan First Credit Union has been the proud recipient of: 2024 Best & Brightest in the Nation 2024 Best & Brightest in Metro Detroit 2024 Best & Brightest in West Michigan 2024 Best Credit Unions to Work For 2024 Crain's Cool Places to Work 2024 Detroit Free Press Top Workplaces 2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level 2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions) Benefits and perks of joining our award-winning team include: Very competitive pay Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance 401(k) - 100% match up to 5% deferral Tuition reimbursement for both Undergraduate and Graduate degree program Access to a complimentary concierge service that assists with nearly any item on your to-do list Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms Wellness initiatives and events throughout the year to help team members stay healthy Loan discounts for certain secured and unsecured loans and mortgages Opportunities for pay increases, incentives and profit-sharing, based on performance Onsite subsidized top notch Cafe 26 for team members' use Onsite bowling center Michigan First Credit Union is an Equal Opportunity Employer.
    $24k-29k yearly est. Auto-Apply 60d+ ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Personal banker job in Grand Rapids, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 60d+ ago

Learn more about personal banker jobs

How much does a personal banker earn in Wyoming, MI?

The average personal banker in Wyoming, MI earns between $25,000 and $42,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Wyoming, MI

$32,000

What are the biggest employers of Personal Bankers in Wyoming, MI?

The biggest employers of Personal Bankers in Wyoming, MI are:
  1. Fifth Third Bank
  2. The PNC Financial Services Group
  3. PNC
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