Relationship Banker jobs at Premier Banks

JobID: 210686991 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. 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: *********************************************************************

Are you a people person who thrives building and maintaining relationships? Do you excel at working within established guidelines while effectively communicating with others? If so, we have the perfect opportunity for you! United Community is seeking a highly skilled Universal Banker. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transacations, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. Depending on your experience, you may be considered for either a Universal Banker I or II position. What You'll Do * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting * Assist customers financially by delivering loan products, while ensuring packages are correct and complet to minimize exceptions * Identify opportunities and make referrals, cross-sell banking products and services to other areas of the bank * Educate customers on options for managing transactions using technology and all other tools and resources available * Apply product and service knowledge to effectively solve customer problems * Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality * Ensure adherence to banking regulations and internal policies Requirements For Success * 1+ year of previous banking experience is required * Demonstrated analytical, accuracy, and problem-solving skills * Strong verbal and written interpersonal communication skills Preferred Knowledge and Skills: * NMLS license * Current Notary Public Certification Conditions of Employment * Must be able to pass a criminal background and credit check * This is a full-time, non-remote position FLSA Status: * Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.

United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the opportunity to deliver excellent experiences to customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. What You'll Do * NMLS License required * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting * Maintain a comprehensive understanding of retail banking products and services * Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities * Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions * Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank * Educate customers on options for managing transactions using technology and all other tools and resources available * Apply product and service knowledge to effectively solve customer problems * Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality * Ensure adherence to banking regulations and internal policies Requirements For Success * 1+ years of previous banking and cash handling * 1+ years of lending experience * NMLS License required * Demonstrated analytical, accuracy, and problem-solving skills * Strong verbal and written interpersonal communication skills * Ability to uncover and provide solutions to meet customer needs Preferred Skills/Experience: * Current Notary Publci Certification preferred Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status * Non-Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $34,102.00 - USD $49,382.00 /Yr.

United Community is seeking a highly skilled Universal Banker I. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. What You'll Do: Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting. Maintain a comprehensive understanding of retail banking products and services. Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities. Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions. Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank. Educate customers on options for managing transactions using technology and all other tools and resources available. Apply product and service knowledge to effectively solve customer problems. Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality. Ensure adherence to banking regulations and internal policies. Requirements for Success: 1+ years of previous banking, cash handling or retail experience. Demonstrated analytical, accuracy, and problem-solving skills. Strong verbal and written interpersonal communication skills. Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Non-exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel Universal Banker United Community Bank is looking for a full time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position is cross trained to provide service for both the teller and platform responsibilities at our branch locations. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs based conversations and identifying appropriate solutions. The Traveling Universal Banker role is responsible for traveling daily to branches within a specific market area. What Will You Do As a Travel Universal Banker? Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers' needs while considering perspectives and priorities of different customers Promote, explain, open and renew (where applicable) financial institution services such as consumer loans (excluding real-estate loans), IRAs, Certificates of Deposit, safe deposit boxes, etc. Drive proactive needs based sales conversations through interactions, including service to sales, teller interactions and appointment setting Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer Educate customers on options for managing transactions using technology and all other tools and resources available Apply product and service knowledge to effectively solve customer problems Assist other staff in serving customers, answering telephones and performing other duties as necessary Requirements to be a successful as a Travel Universal Banker Minimum 3 years of retail sales experience 1+ years of experience working in a financial institution Ability to work a flexible schedule and to accommodate travel to different branches as needed Knowledge of consumer credit structuring and lending practices Demonstrated analytical, accuracy and problem-solving skills Strong verbal and written interpersonal communication skills Experience with using and demonstrating digital products and self-service technologies Preferred Knowledge and Skills Current Notary Public Certification preferred Conditions of Employment: Must be able to pass a criminal background and credit check This is a full-time, non-remote position Travel This position requires up to 100% travel within designated market area. Other We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, and 2023 * Top Workplaces USA national award in 2022, 2023, and 2024 * Newsweek's America's Best Banks 2023, and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: The primary purpose of this role is to provide comprehensive relationship management for an assigned portfolio of business customers, including oversight of business term loans, real estate loans, line of credit, and depository accounts. The position is responsible for ensuring the health and performance of the portfolio through proactive delinquency management, timely processing of loan renewals and extensions, and coordination of loan modifications within established bank policies. The role also includes managing depository overdrafts, supporting the maintenance of specialized loan portfolios, and working collaboratively with Retail Branches and internal departments to negotiate and process all necessary loan and depository documentation. Job Duties: * Direct management of an assigned portfolio of business customers. This portfolio includes business term loans, business real estate loans, lines of credit, and depository accounts. * Perform delinquency management of assigned portfolio including out-bound telephone contacts and email communication, as well as coordinating additional collection activities with other partners within Credit Administration. * Management of loan maturities to ensure on-time processing of all related renewals and extensions. * Facilitate all requests for modifications of existing loans within the guidance of specified bank policies and procedures. * Depository overdraft management for assigned deposit accounts. * Assist in maintenance and management of specialized loan portfolios housed within the Business Loan Group. * Work with a team of Retail Branches to assist in the negotiation of any depository or loan documents that will need processed for the assigned portfolio of business customers. * Work with multiple internal departments to smoothly process all required documentation to effectively manage the assigned portfolio. * Will perform special projects as assigned. Education, Job Skills and Qualifications: * Bachelor's degree required. Specialization in accounting, finance, or economics preferred. * 1-3 years of experience in business or commercial lending required. * Analytically minded - ability to evaluate financial statements, business and personal tax returns, and interpret results and reach conclusions. * Strong verbal and written communications skills. * Strong problem solving and conflict resolution skills. * Strong interpersonal skills. * Highly organized and attentive to detail. * Proven ability to exercise discretion and sound judgement. * Proven ability to effectively communicate viewpoint and make independent decisions. * Ability to understand and apply bank's credit policy. * Proficient with Microsoft suite of products, especially Excel, nCino experience a plus. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. * Team player. Basic Qualifications: * Bachelor's degree. * 1-3 years of experience in business or commercial lending required. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, and 2023 * Top Workplaces USA national award in 2022, 2023, and 2024 * Newsweek's America's Best Banks 2023, and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: The primary purpose of this role is to provide comprehensive relationship management for an assigned portfolio of business customers, including oversight of business term loans, real estate loans, line of credit, and depository accounts. The position is responsible for ensuring the health and performance of the portfolio through proactive delinquency management, timely processing of loan renewals and extensions, and coordination of loan modifications within established bank policies. The role also includes managing depository overdrafts, supporting the maintenance of specialized loan portfolios, and working collaboratively with Retail Branches and internal departments to negotiate and process all necessary loan and depository documentation. Job Duties: * Direct management of an assigned portfolio of business customers. This portfolio includes business term loans, business real estate loans, lines of credit, and depository accounts. * Perform delinquency management of assigned portfolio including out-bound telephone contacts and email communication, as well as coordinating additional collection activities with other partners within Credit Administration. * Management of loan maturities to ensure on-time processing of all related renewals and extensions. * Facilitate all requests for modifications of existing loans within the guidance of specified bank policies and procedures. * Depository overdraft management for assigned deposit accounts. * Assist in maintenance and management of specialized loan portfolios housed within the Business Loan Group. * Work with a team of Retail Branches to assist in the negotiation of any depository or loan documents that will need processed for the assigned portfolio of business customers. * Work with multiple internal departments to smoothly process all required documentation to effectively manage the assigned portfolio. * Will perform special projects as assigned. Education, Job Skills and Qualifications: * Bachelor's degree required. Specialization in accounting, finance, or economics preferred. * 1-3 years of experience in business or commercial lending required. * Analytically minded - ability to evaluate financial statements, business and personal tax returns, and interpret results and reach conclusions. * Strong verbal and written communications skills. * Strong problem solving and conflict resolution skills. * Strong interpersonal skills. * Highly organized and attentive to detail. * Proven ability to exercise discretion and sound judgement. * Proven ability to effectively communicate viewpoint and make independent decisions. * Ability to understand and apply bank's credit policy. * Proficient with Microsoft suite of products, especially Excel, nCino experience a plus. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. * Team player. Basic Qualifications: * Bachelor's degree. * 1-3 years of experience in business or commercial lending required. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.

United Community is seeking a highly skilled Universal Banker I. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. What You'll Do * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting. * Maintain a comprehensive understanding of retail banking products and services. * Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities. * Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions. * Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank. * Educate customers on options for managing transactions using technology and all other tools and resources available. * Apply product and service knowledge to effectively solve customer problems. * Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality. * Ensure adherence to banking regulations and internal policies. Requirements For Success * 1+ years of previous banking, cash handling or retail experience. * Demonstrated analytical, accuracy, and problem-solving skills. * Strong verbal and written interpersonal communication skills. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a part-time, non-remote position FLSA Status * Non-exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $15.46 - USD $21.72 /Hr.

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: **************************************************************************

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

JobID: 210689068 JobSchedule: Full time JobShift: : 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: **************************************************************************

Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; sell investment products and provide financial advice (Series 7 and Series 63 licenses preferred), or refer client to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 125 account relationships). Depending on the market place Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI27b6ba***********1-38863686

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, and 2023 * Top Workplaces USA national award in 2022, 2023, and 2024 * Newsweek's America's Best Banks 2023, and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: The primary purpose of this role is to provide comprehensive relationship management for an assigned portfolio of business customers, including oversight of business term loans, real estate loans, line of credit, and depository accounts. The position is responsible for ensuring the health and performance of the portfolio through proactive delinquency management, timely processing of loan renewals and extensions, and coordination of loan modifications within established bank policies. The role also includes managing depository overdrafts, supporting the maintenance of specialized loan portfolios, and working collaboratively with Retail Branches and internal departments to negotiate and process all necessary loan and depository documentation. Job Duties: * Direct management of an assigned portfolio of business customers. This portfolio includes business term loans, business real estate loans, lines of credit, and depository accounts. * Perform delinquency management of assigned portfolio including out-bound telephone contacts and email communication, as well as coordinating additional collection activities with other partners within Credit Administration. * Management of loan maturities to ensure on-time processing of all related renewals and extensions. * Facilitate all requests for modifications of existing loans within the guidance of specified bank policies and procedures. * Depository overdraft management for assigned deposit accounts. * Assist in maintenance and management of specialized loan portfolios housed within the Business Loan Group. * Work with a team of Retail Branches to assist in the negotiation of any depository or loan documents that will need processed for the assigned portfolio of business customers. * Work with multiple internal departments to smoothly process all required documentation to effectively manage the assigned portfolio. * Will perform special projects as assigned. Education, Job Skills and Qualifications: * Bachelor's degree required. Specialization in accounting, finance, or economics preferred. * 1-3 years of experience in business or commercial lending required. * Analytically minded - ability to evaluate financial statements, business and personal tax returns, and interpret results and reach conclusions. * Strong verbal and written communications skills. * Strong problem solving and conflict resolution skills. * Strong interpersonal skills. * Highly organized and attentive to detail. * Proven ability to exercise discretion and sound judgement. * Proven ability to effectively communicate viewpoint and make independent decisions. * Ability to understand and apply bank's credit policy. * Proficient with Microsoft suite of products, especially Excel, nCino experience a plus. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. * Team player. Basic Qualifications: * Bachelor's degree. * 1-3 years of experience in business or commercial lending required. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.

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: **************************************************************************

JobID: 210690472 JobSchedule: Full time JobShift: : 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: **************************************************************************

The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial brokerage headquartered in Middlefield, Ohio. We have 21 branches serving Beachwood, Chardon, Cortland, Dublin, Garrettsville, Mantua, Middlefield, Newbury, Plain City, Powell, Orwell, Solon, Sunbury, Twinsburg, Westerville, Bellefontaine, Marysville, Ada, and Kenton. The Bank also operates a Loan Production Office in Mentor, Ohio. Dating back to 1901, The Middlefield Banking Company has been a leader in delivering quality personal financial service to its communities. We are continually recognized as one of the most profitable community banks in the U.S. If you are you seeking an opportunity to learn more or have a desire to start or advance your career in the banking industry, the Middlefield Banking Company is looking for enthusiastic team members to join our team! Summary of Lead Universal Banker: The Lead Universal banker provides exceptional customer service to new, potential and existing customers. A friendly and professional demeanor is expected. Primary responsibilities include, but are not limited to, account openings of all deposit accounts, promote all bank products and services, and participate with IQ Leads calling daily. The Lead Universal Banker receives and processes all transactions for customer related business, but not limited to check cashing, deposits, loan payments, safe deposit rental and payments, sales of negotiable instruments and processing wire transfers. The Lead Universal Banker is expected to support and promote all bank products and services while conversing with customers, and by referrals generated through IQ Leads. Additionally, the Lead Universal Banker will monitor and promote a positive customer and employee friendly experience. Lead Universal Bankers are expected to exude initiative and motivate. Assist the Branch Manager as needed with Branch operations including but not limited to staff scheduling and staff relations, as well as outside calling efforts. Must be a self-starter. To be successful as a Lead Teller at Middlefield Bank: 3-5 years of Management or Leadership experience 3-5 years opening new accounts for both consumers and businesses 3-5 years of cash handling 3-5 years of customer service Experience with bank information systems Proficient in the use of Microsoft Office Products Works with integrity and honesty in a Team environment Outstanding Customer focus; both internal and external Superior time management and organizational skills Background Check and Credit Check Notice: As part of our standard hiring process, The Middlefield Banking Company conducts background checks and credit checks on all potential employees. This is done to ensure the safety and security of our workplace, as well as to assess an individual's eligibility for certain roles that require financial responsibility. Any job offer made will be contingent upon the successful completion of these checks. The Middlefield Banking Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws

Job Description Universal Banker II / Loan officer Who we are SMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, works, worships, goes to school, or volunteers in Anoka, Hennepin, Ramsey, or Washington Counties of Minnesota. We play an active role in supporting those communities through volunteerism and financial education. offer everything from home-buying seminars to loan and deposit products, to investment services, to free financial advice to our members. At SMW, you're part of a team that is energetic, hardworking, and dedicated. We're proudly building the best possible team to serve the needs of our members. Our philosophy is member-centric - loyal members are the key to our success, so we are service-oriented team players with strong interpersonal skills, and great attitudes and are adaptable to a changing environment. We hold to the adage “hire for attitude and train for skill.” Founded on the credit union motto of “people helping people,” we look for candidates who want to make a difference. We have the tools and training for the right individuals to live our member-centric philosophy - to build trusting relationships and strong financial futures. Description SMW Financial Credit Union has an immediate need for a Universal Banker II/Loan Officer at our Lino Lakes branch. New hires will receive a $1000.00 sign-on bonus ($500 after 90 days, $500 aftwr 180 days). This position is responsible for establishing and strengthening member relationships by acting as a trusted advisor in identifying sales opportunities beneficial to each member. A Universal Banker II is responsible for opening and closing accounts, originating, underwriting and closing loans, cross selling products and services by providing personal and excellent member service. In addition, this position acts as back-up to the frontline staff as business needs dictate. Minimum Qualifications High School Diploma or GED 2 years of banking and lending experience Background study and credit checks required Proven sales experience Previous experience meeting lending goals Ability and willingness to work out of our Maplewood branch as business needs dictate Proficient knowledge of MS Office Software High degree of accuracy and close attention to detail Excellent verbal and written communication skills Ability to problem solve and multitask in a busy environment while maintaining a member focused professional demeanor. Proven team player Ability to sit or stand for long periods of time The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job Type: Full-time Benefits: At SMW, we emphasize the importance of teamwork, an ongoing commitment to learning and training, and a positive work environment. Employees receive generous and comprehensive benefits packages which include: 401(k) 401(k) matching Dental/Vision insurance Flexible spending account and health savings account Traditional and High Deductible health plan options available including no-cost plans. Life insurance Paid time off, including Federal Holidays Employee Assistance Program Optional AFLAC supplemental insurance Education and training opportunities Physical setting: Office Schedule: 7.5-8 hour shift Weekend availability, typically once every 5 weeks (Working from home answering phone calls Saturdays 8:45-12:15) Supplemental pay types: Signing bonus Ability to commute/relocate: Lino Lakes, MN 55014: Reliably commute or planning to relocate before starting work (Required) Application Question(s): In your recent work history have you worked for the same employer for at least one year? Do you have access to reliable transportation? Education: High school or equivalent (Required) Experience: Sales: 1 year (Required) Cash handling: 1 year (Required) Banking: 2 years (Required) Microsoft Office: 1 year (Preferred) Work Location: One location, occasionally may work at our Maplewood office.

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you'll do: * Develop business and generate meaningful growth through inside and outside sales. * Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. * Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. * Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. * Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. * Help to ensure branch compliance, assisting with internal and external audits as needed. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Desired Qualifications: * High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. * Strong prior experience in product knowledge and cross-selling performance expected with position * Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements * Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. * Proficient computer skills are required and the ability to learn various Banking Software programs. * Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. * Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing * Must have excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you'll do: * Develop business and generate meaningful growth through inside and outside sales. * Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. * Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. * Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. * Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. * Help to ensure branch compliance, assisting with internal and external audits as needed. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Desired Qualifications: * High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. * Strong prior experience in product knowledge and cross-selling performance expected with position * Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements * Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. * Proficient computer skills are required and the ability to learn various Banking Software programs. * Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. * Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing * Must have excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success