The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$40k-64k yearly est. 5d ago
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Private Client Banker- North West Arkansas Market - AR
JPMC
Trader job in Springdale, AR
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: **************************************************************************
$30k-56k yearly est. Auto-Apply 60d+ ago
Financial Service Representative
Arkansas Federal Credit Union 4.0
Trader job in Little Rock, AR
Overview Working at Arkansas Federal Credit Union
Who we are…
Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work.
What we offer…
Earn up to $24/hr!
NO Weekends!
Opportunity to make a difference in the lives of our members, team & communities
Learning and development opportunities
Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees
Medical, dental, vision & life insurance
Long- & short-term disability
401(k) with employer match plus additional pension plan at $0 cost to employee
Tuition reimbursement
4 weeks paid time off plus 11 paid holidays in the first year
Advancement opportunities
Arkansas Federal Credit Union membership
The role…
As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success.
Build positive relationships and earn member trust to retain long-term connections
Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal
Use a proven model to identify members needs in order to make financial recommendations
Member account maintenance
Guide and assist members and business partners through loan applications and other member requests
To succeed, you are...
Friendly, conversational and trustworthy
Technologically proficient
Passionate and sincerely concerned for others
Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience
Educated with at least a high school diploma or equivalent
EEO Statement
Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$24 hourly Auto-Apply 39d ago
Financial Service Representative
Job Listingsarkansas Federal Credit Union
Trader job in Little Rock, AR
Overview Working at Arkansas Federal Credit Union
Who we are…
Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work.
What we offer…
Earn up to $24/hr!
NO Weekends!
Opportunity to make a difference in the lives of our members, team & communities
Learning and development opportunities
Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees
Medical, dental, vision & life insurance
Long- & short-term disability
401(k) with employer match plus additional pension plan at $0 cost to employee
Tuition reimbursement
4 weeks paid time off plus 11 paid holidays in the first year
Advancement opportunities
Arkansas Federal Credit Union membership
The role…
As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success.
Build positive relationships and earn member trust to retain long-term connections
Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal
Use a proven model to identify members needs in order to make financial recommendations
Member account maintenance
Guide and assist members and business partners through loan applications and other member requests
To succeed, you are...
Friendly, conversational and trustworthy
Technologically proficient
Passionate and sincerely concerned for others
Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience
Educated with at least a high school diploma or equivalent
EEO Statement
Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$24 hourly Auto-Apply 5d ago
Relationship Banker - South Walton - Bentonville, AR
Jpmorgan Chase 4.8
Trader job in Bentonville, AR
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
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
$29k-36k yearly est. 60d+ ago
Personal Banker II
Cadence Bank 4.7
Trader job in Little Rock, AR
As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
Functions:
● Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
● Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
● Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
● Limited origination of simple consumer lending products such as personal loans and credit cards.
● Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
● Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
● Cash handling and adherence to proper balancing procedures.
● Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
● Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
● Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
● Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Qualifications:
● High school diploma required; college coursework preferred.
● Previous banking or demonstrated sales experience in business, retail or other industries.
● 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
● Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
● Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
● This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and
responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$28k-34k yearly est. 31d ago
Student Financial Services Representative
John Brown University 3.8
Trader job in Siloam Springs, AR
Full-time position - Posted 11/12/2025 Customer-focused team member who plays a vital role in delivering day-to-day administration and exceptional service. Consistent interaction with students and families, ensuring positive experiences and efficient operations. Assists in guiding students and families through the financial aid, billing, and collections processes from the initial FAFSA application stage to the completion of the student's file.
Role qualifications
* Strong ability to create good will with staff, faculty, and students; servant attitude.
* Ability to complete work within short deadline periods in a fast-paced environment with varied responsibility.
* Effective communicator who conveys appropriate content and tone while maintaining confidentiality and regulatory compliance.
* Commitment to the Articles of Faith, Mission, and Objectives of the University; and desires to be a role model for students by demonstrating an active Christian faith in personal example and in work related responsibilities.
Position responsibilities
* Communicates with Traditional, Online Undergraduate, and Graduate program students and parents both in-person and by telephone regarding FAFSA, financial aid, and financial account concerns.
* Responds quickly and efficiently to customer needs or operational challenges.
* Stays attentive to detail and quality standards while maintaining speed and productivity.
* Maintains a positive, energetic attitude even during busy or stressful periods.
* Oversee Colleague (electronic processing) of FAFSA associated with Colleague software, including the verification process according to federal guidelines.
* Work with admissions counselors using Slate software to track incoming students from inquiry stage to accepted stage for financial aid purposes.
* Reviews and processes FAFSAs
* Prepare student files for awarding (creating offer letters) and disbursement of aid to student accounts.
* Outside scholarship management
* Oversee billing, deposit, refund, collections, and payment schedule processes for all students.
* Perform borrower contact and other duties for administration of Perkins and JBU institution loan programs.
* Responsible for learning and implementing federal financial aid and student account regulations as set by United States Department of Education.
* Set objectives and accomplishes them without the need for frequent follow-up.
* Perform other duties as assigned
Essential skills and experience
* Customer service oriented.
* Positive countenance and consistent patience.
* Adaptability and ability to learn quickly.
* Excellent written and verbal communication skills.
* Strong computer skills.
* Effective organization, attention to detail, and accuracy.
* Ability to receive constructive feedback.
Preferred skills and experience:
* One or more years of office experience with responsibility.
* Knowledge and experience in account collections, financial customer service, or student financial aid processes.
Education
Bachelor's degree preferred.
Physical demands and work environment
* Physical demands: While performing the duties of this job, the employee is frequently required to walk; stand; sit; use hands; reach with hands and arms; balance; stoop; talk, and hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
* Work environment: The noise level in the work environment is usually minimal.
This is a safety Sensitive Position as defined by the Equal Employment Opportunity Commission (EEOC). This means that the employee's inability or impaired ability to perform job-related tasks could result in a direct threat to their safety and/or the safety of others.
The employee is expected to adhere to all University policies.
About JBU
Information describing the university is available online.
Apply
To apply, please upload the following documents to the "Upload Your Documents" page:
* Cover Letter
* Your resume
* A completed and signed staff employment application (Click Here to Access the Application)
Only complete materials will be reviewed. Applicants selected for an interview will be contacted by the university.
Contact information:
Office of Human Resources
John Brown University
2000 West University Street
Siloam Springs, AR 72761
Phone: ************
e-mail: ************
$23k-28k yearly est. Easy Apply 60d+ ago
Relationship Banker
Bank of America 4.7
Trader job in Little Rock, AR
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-34k yearly est. Auto-Apply 5d ago
Financial Services Representative - State Farm Agent Team Member
Lee Tuxhorn-State Farm Agent
Trader job in Maumelle, AR
Job DescriptionBenefits:
Retirement Plan Matching
Bonus based on performance
Competitive salary
Training & development
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Lee Tuxhorn - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
$27k-39k yearly est. 19d ago
Personal Banker
Dickinson Financial Corporation 4.4
Trader job in Rogers, AR
Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.
Responsibilities
Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
Works closely with clients and business partners to refer products and services to other business lines.
Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
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; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
Protect all client and bank information confidentially and follow all company policies.
Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
Working at the worksite during regular business hours and/or assigned hours.
Other specified duties as assigned.
Compensation & Benefits
The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
Medical
Dental
Vision
401(k) plan
Company paid life insurance
Short and Long-term disability insurance
Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
$27k-32k yearly est. 2d ago
Administrative and Finance Associate
Center for International Private Enterprise (CIPE 4.1
Trader job in Manila, AR
The Center for International Private Enterprise (CIPE) strengthens democracy around the globe through private enterprise and market-oriented reform. CIPE is one of the four core institutes of the National Endowment for Democracy and an affiliate of the U.S. Chamber of Commerce. Since 1983, CIPE has worked with business leaders, policymakers, and civil society to build the institutions vital to a democratic society. CIPE's key program areas include enterprise ecosystems, democratic governance, business advocacy, anti-corruption & ethics, and trade.
Position: Administrative and Finance Associate
Position Type: Full-time
Location: Manilla, Philippines
Duration: One-year term with possibility of renewal
Reporting to: Senior Manager, Finance and Office Administration
Scope: The Administrative and Finance Associate will support the Senior Manager for Finance and Office Administration and will also provide general administrative support to program staff of CIPE Asia Regional Office in the Philippines.
Position Summary
The Administrative and Finance Associate will assist the Senior Finance and Office Administration Manager in undertaking administrative, financial, and logistical support on activities organized by the Asia regional office in the Philippines. In addition, the Associate will provide dedicated support to the Country Director and Senior Manager for Finance and Office Administration in managing the transition of the CIPE Philippines business registration.
Administrative and Operations Support
* Assist in ensuring the smooth daily functioning of the physical office, including reception, utilities, cleanliness, and safe workplace maintenance.
* Assist in compiling and maintaining legal, regulatory, and other requirements to support field office operations including maintaining an office filing system and archiving.
* Liaise with finance and office administration manager on municipal hall compliance related to business registration and permits and licenses issuance.
* Support dissemination of administrative notices, policies, and updates to staff.
* Assist program team in maintaining and updating project files, including project progress reports, workplans and budgets in compliance with grants and finance policies.
* Assist program team in reviewing partners financial reports and partners finance documents.
* Assist in facilitating international travel arrangements, events, and local meeting logistics.
* Coordinate with building management, service providers, and vendors for routine office and facility needs.
* Assist in preparing maintenance requests and service contracts related to office operations (utilities, cleaning and pest control, equipment servicing).
* Support staff with workspace requirements, meeting preparations, and visitor facilitation.
Finance and Accounting Support
* Prepare payment vouchers in accordance with CIPE's payment request process.
* Prepare daily cash position report.
* Prepare and generate financial statement reports as needed for budget actual vs. forecast preparation.
* Prepare monthly bank reconciliation of accounts.
* Maintain daily bookkeeping management and organize accounting records.
* Process invoice payments and follow up with partners, suppliers, and vendors, etc.
* Process monthly local tax payments deducted from vendors/ suppliers, staff payroll, and other government mandated payments.
* Assist in updating field office book of accounts (General Journal, General Ledger, Cash Receipts and Cash Disbursements).
* Assist in updating the overall monitoring of the regional office cost center budgets.
* Assist in creating cost and price analysis reports.
* Liaise with finance and office administration manager and program staff to handle payments for partners, suppliers, and vendors.
* Assist in the preparation for audit and review related to local regulatory compliance.
* Provide administrative support during budget preparation.
* Assist in facilitating procurement requests of the regional office in compliance with CIPE procurement policies.
* Maintain and update inventory list of field office furniture, equipment, and other physical assets.
* Carry out any other duties as may be required by the finance and operations manager and country director.
* Adhere to appropriate office procedures, CIPE and donor organization policies, and procedures.
Business Registration Transition
* Assist the Country Director and Senior Manager for Finance and Office Administration in preparing documents and requirements for transitioning the office's business registration.
* Assist in liaising with government agencies, corporate service providers, and legal counsel and other advisors to support compliance with regulatory requirements.
* Maintain organized filing of all registration-related documentation and correspondence.
* Assist in tracking deadlines, submission status, and approvals related to the registration process.
* Provide logistical support for meetings or consultations related to business registration.
Qualifications
* Bachelor's degree in business administration, finance, accounting, management or related field.
* Minimum one year of relevant experience in administrative and accounting and finance support roles.
* Experience in office administration, financial management and accounting is preferred.
* Familiarity and experience with Philippine business registration process, regulatory compliance, and corporate administration.
* Strong organizational and multitasking skills with excellent attention to detail.
* Good communication and interpersonal skills.
* Proficiency in MS Office applications (Word, Excel, Outlook, PowerPoint) and digital collaboration tools.
* Ability to handle sensitive documents and information with discretion.
* Commitment to upholding ethical standards and integrity in all aspects of work, including the handling of sensitive information and engagement with diverse stakeholders.
$46k-64k yearly est. 2d ago
Personal Banker
Anstaff Bank
Trader job in Huntsville, AR
Job Description
The incumbent is responsible for assisting customers in day to day transactions, maintaining cash drawer, closing bank as necessary and answering telephone in a courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide excellent customer service at all times. This duty is performed daily.
Handle deposits, withdrawals, money orders, cashier checks, travelers check, gift cards and credit card advances.
Maintain customers savings passbooks and Christmas club passbooks.
Resolves problems or discrepancies concerning customers' accounts.
Balance and maintain cash drawer.
Perform opening and closing procedures as assigned.
Perform end of day recap in absence of Senior Teller.
Print counter checks and deposit slips for customers.
Close checking and savings accounts as necessary.
Transfer funds and keep journal.
Process night deposits.
Answer telephone in a courteous manner.
Accept loan payments.
Stock desk/teller supplies.
Comply with all department and company policies and procedures.
Examine checks deposited and determine proper funds availability based on regulation requirements; complete Hold Notices.
Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Balance vault workstation.
Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
Scan, correct, and balance all paper transaction items through the Bank's source capture optimization program and submit for processing through the federal banking system.
Balance and replenish ATM's as needed.
Greet customers as they enter the bank and direct to the appropriate employee. Promote the bank's accounts. Make group employee visits and visit business managers.
Prepare written business proposals and present them to potential business customers.
Accurately opens and processes demand, savings, and time accounts.
Utilizes critical thinking and active listening to resolve customer complaints or problems.
Promote and maintain positive relations with all employees, current customers, and potential customers.
Represent the bank by serving as member and officer of local organizations, as available.
Contribute to the fulfillment of department and company objectives and goals.
Provide excellent customer service at all times, actively looking for ways to strengthen customer relationships by cross selling bank products and services.
Follow all bank policies and procedures, with regulatory knowledge of deposit-related compliance topics.
Assist with office functions as needed.
Responsible for checking bank e-mail and forwarding to appropriate person on a back up basis.
May be responsible for ordering and maintaining educational supplies and materials for outside use.
Perform any other related duties as required or assigned.
Will work closely with our Huntsville Office and will be called to that branch when needed.
EEO/AA/Disabled/Vet - Anstaff Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, sexual orientation, gender identity, color, origin, sex, age, status as a protected veteran, or status as a qualified individual with disability.
$28k-36k yearly est. 7d ago
Private Client Banker - Little Rock Market - AR
JPMC
Trader job in Little Rock, AR
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: **************************************************************************
$31k-58k yearly est. Auto-Apply 60d+ ago
Financial Service Representative - Float
Arkansas Federal Credit Union 4.0
Trader job in North Little Rock, AR
Overview Working at Arkansas Federal Credit Union
Who we are…
Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work.
What we offer…
Earn up to $24/hr!
NO Weekends!
Opportunity to make a difference in the lives of our members, team & communities
Learning and development opportunities
Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees
Medical, dental, vision & life insurance
Long- & short-term disability
401(k) with employer match plus additional pension plan at $0 cost to employee
Tuition reimbursement
4 weeks paid time off plus 11 paid holidays in the first year
Advancement opportunities
Arkansas Federal Credit Union membership
The role…
In this role, you are required to float to various branch locations between North Little Rock, Jacksonville, Sherwood, Cabot, and Little Rock Air Force Base. Your home branch will be in North Little Rock. Mileage reimbursement included.
As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success.
Build positive relationships and earn member trust to retain long-term connections
Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal
Use a proven model to identify members needs in order to make financial recommendations
Member account maintenance
Guide and assist members and business partners through loan applications and other member requests
To succeed, you are...
Friendly, conversational and trustworthy
Technologically proficient
Passionate and sincerely concerned for others
Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience
Educated with at least a high school diploma or equivalent
EEO Statement
Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$24 hourly Auto-Apply 12d ago
Financial Service Representative - Float
Job Listingsarkansas Federal Credit Union
Trader job in North Little Rock, AR
Overview Working at Arkansas Federal Credit Union
Who we are…
Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work.
What we offer…
Earn up to $24/hr!
NO Weekends!
Opportunity to make a difference in the lives of our members, team & communities
Learning and development opportunities
Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees
Medical, dental, vision & life insurance
Long- & short-term disability
401(k) with employer match plus additional pension plan at $0 cost to employee
Tuition reimbursement
4 weeks paid time off plus 11 paid holidays in the first year
Advancement opportunities
Arkansas Federal Credit Union membership
The role…
In this role, you are required to float to various branch locations between North Little Rock, Jacksonville, Sherwood, Cabot, and Little Rock Air Force Base. Your home branch will be in North Little Rock. Mileage reimbursement included.
As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success.
Build positive relationships and earn member trust to retain long-term connections
Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal
Use a proven model to identify members needs in order to make financial recommendations
Member account maintenance
Guide and assist members and business partners through loan applications and other member requests
To succeed, you are...
Friendly, conversational and trustworthy
Technologically proficient
Passionate and sincerely concerned for others
Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience
Educated with at least a high school diploma or equivalent
EEO Statement
Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$24 hourly Auto-Apply 13d ago
Personal Banker
Cadence Bank 4.7
Trader job in Little Rock, AR
What The Role Is As a Personal Banker you will provide the best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. This position requires travel to branches as needed within the market.
How You Will Make An Impact
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
Education
* High school diploma required; college coursework preferred.
Experience
* Previous banking or demonstrated sales experience in business, retail or other industries preferred.
* 2 + years of cash handling experience in a banking or retail environment preferred.
Characteristics
* Regular and reliable attendance.
* Works cooperatively with others.
This position does NOT require S.A.F.E. registration at the time of employment.
If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$28k-34k yearly est. 55d ago
Personal Banker
Dickinson Financial Corporation 4.4
Trader job in Rogers, AR
Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.
**Responsibilities**
+ Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
+ Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
+ Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
+ Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
+ Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
+ Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
+ Works closely with clients and business partners to refer products and services to other business lines.
+ Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
+ Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
+ Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
+ When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
+ 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; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
+ Protect all client and bank information confidentially and follow all company policies.
+ Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
+ Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
+ Working at the worksite during regular business hours and/or assigned hours.
+ Other specified duties as assigned.
**Compensation & Benefits**
The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
+ Medical
+ Dental
+ Vision
+ 401(k) plan
+ Company paid life insurance
+ Short and Long-term disability insurance
+ Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
**Skills**
+ Strong written and verbal communication skills required.
+ Strong attention to detail and ability to complete work accurately.
+ Ability to organize work.
+ Strong sales skills.
+ Basic math skills including the ability to calculate figures and amounts such as cash back and percentages.
+ 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.
+ Ability to be NMLS licensed and registered.
**Education & Experience**
+ High school diploma, GED, or equivalent, required, Associate degree or higher preferred.
+ Previous banking experience preferred.
+ 6 months in a client service experience role preferred.
+ 6 months sales experience preferred.
+ Minimum 6 months cash handling experience preferred.
+ Ability to be NMLS licensed and registered and obtain a state notary license.
**Physical Requirements**
The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
$27k-32k yearly est. 60d+ ago
Personal Banker
Anstaff Bank
Trader job in Huntsville, AR
The incumbent is responsible for assisting customers in day to day transactions, maintaining cash drawer, closing bank as necessary and answering telephone in a courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide excellent customer service at all times. This duty is performed daily.
Handle deposits, withdrawals, money orders, cashier checks, travelers check, gift cards and credit card advances.
Maintain customers savings passbooks and Christmas club passbooks.
Resolves problems or discrepancies concerning customers' accounts.
Balance and maintain cash drawer.
Perform opening and closing procedures as assigned.
Perform end of day recap in absence of Senior Teller.
Print counter checks and deposit slips for customers.
Close checking and savings accounts as necessary.
Transfer funds and keep journal.
Process night deposits.
Answer telephone in a courteous manner.
Accept loan payments.
Stock desk/teller supplies.
Comply with all department and company policies and procedures.
Examine checks deposited and determine proper funds availability based on regulation requirements; complete Hold Notices.
Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Balance vault workstation.
Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
Scan, correct, and balance all paper transaction items through the Bank's source capture optimization program and submit for processing through the federal banking system.
Balance and replenish ATM's as needed.
Greet customers as they enter the bank and direct to the appropriate employee. Promote the bank's accounts. Make group employee visits and visit business managers.
Prepare written business proposals and present them to potential business customers.
Accurately opens and processes demand, savings, and time accounts.
Utilizes critical thinking and active listening to resolve customer complaints or problems.
Promote and maintain positive relations with all employees, current customers, and potential customers.
Represent the bank by serving as member and officer of local organizations, as available.
Contribute to the fulfillment of department and company objectives and goals.
Provide excellent customer service at all times, actively looking for ways to strengthen customer relationships by cross selling bank products and services.
Follow all bank policies and procedures, with regulatory knowledge of deposit-related compliance topics.
Assist with office functions as needed.
Responsible for checking bank e-mail and forwarding to appropriate person on a back up basis.
May be responsible for ordering and maintaining educational supplies and materials for outside use.
Perform any other related duties as required or assigned.
Will work closely with our Huntsville Office and will be called to that branch when needed.
EEO/AA/Disabled/Vet - Anstaff Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, sexual orientation, gender identity, color, origin, sex, age, status as a protected veteran, or status as a qualified individual with disability.
$28k-36k yearly est. 5d ago
Relationship Banker
Bank of America 4.7
Trader job in Sherwood, AR
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-34k yearly est. Auto-Apply 9d ago
Personal Banker II
Cadence Bank 4.7
Trader job in Lewisville, AR
As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
Functions:
● Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
● Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
● Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
● Limited origination of simple consumer lending products such as personal loans and credit cards.
● Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
● Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
● Cash handling and adherence to proper balancing procedures.
● Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
● Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
● Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
● Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Qualifications:
● High school diploma required; college coursework preferred.
● Previous banking or demonstrated sales experience in business, retail or other industries.
● 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
● Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
● Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
● This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and
responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.