The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
* Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
* Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
* Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
* Drives proactive sales and service conversations through inbound and outbound interactions.
* Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
* Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
* Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
* Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
* Count, organize, and safeguard cash and other negotiable bank items.
* Assist customers with inquiries and solve problems in a professional and courteous manner.
* Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
* Open new accounts ensuring all required documentation is obtained and is accurate.
* Comply with all established policies and procedures.
* Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
* Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
* Completes transactions accurately and ensure the safety of the bank
* Travel required for meetings, community involvement and assistance covering local branches.
* Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
* High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
* College degree preferred, not required.
* Prior cash handling or customer service experience
* Must be extremely organized and detail
* Must work well in a fast-paced, team environment.
* Excellent communication skills, both written and verbal, are
* Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
* Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Physical Requirements
* Ability to sit for long periods of time up to 75% of work hours.
* Ability to use hands to grasp, handle or feel.
* Ability to use computer keyboard and system to enter data and process information.
* Ability to read a computer screen at a close distance.
* Ability to communicate, hear, and see.
* Ability to use telephone to communicate with others.
* Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, etc.
Working Conditions
* Moderate sound as in business office with office machines, computers, and people traffic.
Compliance
* It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$30k-34k yearly est. 50d ago
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Universal Banker - Whitehouse
Unity Bank 4.3
Personal banker job at Unity Bank
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
* Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
* Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
* Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
* Drives proactive sales and service conversations through inbound and outbound interactions.
* Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
* Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
* Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
* Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
* Count, organize, and safeguard cash and other negotiable bank items.
* Assist customers with inquiries and solve problems in a professional and courteous manner.
* Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
* Open new accounts ensuring all required documentation is obtained and is accurate.
* Comply with all established policies and procedures.
* Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
* Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
* Completes transactions accurately and ensure the safety of the bank
* Travel required for meetings, community involvement and assistance covering local branches.
* Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
* High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
* College degree preferred, not required.
* Prior cash handling or customer service experience
* Must be extremely organized and detail
* Must work well in a fast-paced, team environment.
* Excellent communication skills, both written and verbal, are
* Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
* Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Physical Requirements
* Ability to sit for long periods of time up to 75% of work hours.
* Ability to use hands to grasp, handle or feel.
* Ability to use computer keyboard and system to enter data and process information.
* Ability to read a computer screen at a close distance.
* Ability to communicate, hear, and see.
* Ability to use telephone to communicate with others.
* Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, etc.
Working Conditions
* Moderate sound as in business office with office machines, computers, and people traffic.
Compliance
* It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$30k-34k yearly est. 60d+ ago
Community Lending Mortgage Banker
City National Bank 4.9
Trenton, NJ jobs
WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy
* Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans
* Provide sound and ethical loan counseling to all potential applicants.
* Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service
* Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices.
* Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements
* Develop and/or implement sourcing strategies as required by written goals.
* Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand
* Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends.
* Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations
* Attend regularly scheduled sales meetings, training sessions and Bank functions.
* Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division
* Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes.
* Commitment to work of nonprofit organizations and making a positive impact in the community
* Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 5 years of retail residential mortgage sales experience
* Minimum 3 years of mortgage or financial experience as part of a community lending team
* Minimum of 5 years of experience with diverse and underserved clients
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Highly prefer network of professional and nonprofit referral sources
* Highly prefer a BA/BS degree with preference for business, finance, or economics degree
* Demonstrated superior sales and marketing ability
* Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank
* Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite
* Knowledge of mortgage credit policies and current industry compliance standards
* Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities
*WHAT'S IN IT FOR YOU?*
*Compensation*This is a commission-based role and does not have a set salary range.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$52k-154k yearly est. 60d+ ago
Community Lending Mortgage Banker
City National Bank 4.9
Trenton, NJ jobs
WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy
* Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans
* Provide sound and ethical loan counseling to all potential applicants.
* Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service
* Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices.
* Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements
* Develop and/or implement sourcing strategies as required by written goals.
* Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand
* Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends.
* Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations
* Attend regularly scheduled sales meetings, training sessions and Bank functions.
* Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division
* Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes.
* Commitment to work of nonprofit organizations and making a positive impact in the community
* Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 5 years of retail residential mortgage sales experience
* Minimum 3 years of mortgage or financial experience as part of a community lending team
* Minimum of 5 years of experience with diverse and underserved clients
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Highly prefer network of professional and nonprofit referral sources
* Highly prefer a BA/BS degree with preference for business, finance, or economics degree
* Demonstrated superior sales and marketing ability
* Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank
* Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite
* Knowledge of mortgage credit policies and current industry compliance standards
* Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities
*WHAT'S IN IT FOR YOU?*
*Compensation*
This is a commission-based role and does not have a set salary range.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-RK
\#CA-RK
$52k-154k yearly est. 60d+ ago
Relationship Banker - Brooklyn Queens West NY Area *Bilingual Spanish required
Bank of America 4.7
Ridgewood, NJ jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - Astoria - 3181 Steinway St - ASTORIA BC (NY5123), US - NY - Brooklyn - 266 Broadway (NY5169), US - NY - Brooklyn - 386 KNICKERBOCKER AVE - BUSHWICK BANKING CENTER (NY5538), US - NY - Corona - 3768 Junction Blvd (NY5381), US - NY - Jackson Heights - 3741 82ND ST - JACKSON HEIGHTS BANKING CENTER (NY5342), US - NY - Maspeth -6563 Grand Ave (NY5384), US - NY - Ridgewood - 5901 Myrtle Ave - RIDGEWOOD-NY BC (NY5116) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-27.9 hourly Auto-Apply 10d ago
Relationship Banker - Hoboken/Jersey City, NJ Area Financial Centers - Full Time
Bank of America 4.7
Jersey City, NJ jobs
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.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Hoboken Washington Street- 55 Washington St (NJ6305), US - NJ - Jersey City - 2400 Kennedy Blvd - OLD BERGEN BC (NJ6165) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-27.9 hourly Auto-Apply 13d ago
Relationship Banker - Paramus, NJ Area Financial Centers - Full Time
Bank of America 4.7
Paramus, NJ jobs
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.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Paramus - 425 Forest Ave - PARAMUS BC (NJ6112), US - NJ - Tenafly - 26 W Railroad Ave - TENAFLY BC (NJ6196) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-27.9 hourly Auto-Apply 60d+ ago
Universal Banker - Whitehouse
Unity Bank 4.3
Personal banker job at Unity Bank
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
Drives proactive sales and service conversations through inbound and outbound interactions.
Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
Count, organize, and safeguard cash and other negotiable bank items.
Assist customers with inquiries and solve problems in a professional and courteous manner.
Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
Open new accounts ensuring all required documentation is obtained and is accurate.
Comply with all established policies and procedures.
Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
Completes transactions accurately and ensure the safety of the bank
Travel required for meetings, community involvement and assistance covering local branches.
Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
College degree preferred, not required.
Prior cash handling or customer service experience
Must be extremely organized and detail
Must work well in a fast-paced, team environment.
Excellent communication skills, both written and verbal, are
Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Physical Requirements
Ability to sit for long periods of time up to 75% of work hours.
Ability to use hands to grasp, handle or feel.
Ability to use computer keyboard and system to enter data and process information.
Ability to read a computer screen at a close distance.
Ability to communicate, hear, and see.
Ability to use telephone to communicate with others.
Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, etc.
Working Conditions
Moderate sound as in business office with office machines, computers, and people traffic.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$30k-34k yearly est. 30d ago
Universal Banker - North Plainfield
Unity Bank 4.3
Personal banker job at Unity Bank
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
Drives proactive sales and service conversations through inbound and outbound interactions.
Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
Count, organize, and safeguard cash and other negotiable bank items.
Assist customers with inquiries and solve problems in a professional and courteous manner.
Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
Open new accounts ensuring all required documentation is obtained and is accurate.
Comply with all established policies and procedures.
Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
Completes transactions accurately and ensure the safety of the bank
Travel required for meetings, community involvement and assistance covering local branches.
Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
College degree preferred, not required.
Prior cash handling or customer service experience
Must be extremely organized and detail
Must work well in a fast-paced, team environment.
Excellent communication skills, both written and verbal, are
Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$30k-34k yearly est. 30d ago
Relationship Banker - Freehold, NJ Area - Full Time
Bank of America 4.7
Freehold, NJ jobs
Freehold, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$29k-37k yearly est. 4d ago
Universal Banker - Lakewood
Unity Bank 4.3
Personal banker job at Unity Bank
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
* Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
* Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
* Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
* Drives proactive sales and service conversations through inbound and outbound interactions.
* Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
* Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
* Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
* Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
* Count, organize, and safeguard cash and other negotiable bank items.
* Assist customers with inquiries and solve problems in a professional and courteous manner.
* Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
* Open new accounts ensuring all required documentation is obtained and is accurate.
* Comply with all established policies and procedures.
* Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
* Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
* Completes transactions accurately and ensure the safety of the bank
* Travel required for meetings, community involvement and assistance covering local branches.
* Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
* High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
* College degree preferred, not required.
* Prior cash handling or customer service experience
* Must be extremely organized and detail
* Must work well in a fast-paced, team environment.
* Excellent communication skills, both written and verbal, are
* Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
* Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Compliance
* It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$30k-34k yearly est. 33d ago
Universal Banker - Phillipsburg
Unity Bank 4.3
Personal banker job at Unity Bank
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
Drives proactive sales and service conversations through inbound and outbound interactions.
Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
Count, organize, and safeguard cash and other negotiable bank items.
Assist customers with inquiries and solve problems in a professional and courteous manner.
Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
Open new accounts ensuring all required documentation is obtained and is accurate.
Comply with all established policies and procedures.
Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
Completes transactions accurately and ensure the safety of the bank
Travel required for meetings, community involvement and assistance covering local branches.
Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
College degree preferred, not required.
Prior cash handling or customer service experience
Must be extremely organized and detail
Must work well in a fast-paced, team environment.
Excellent communication skills, both written and verbal, are
Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$30k-34k yearly est. 5d ago
Universal Banker - Phillipsburg
Unity Bank 4.3
Personal banker job at Unity Bank
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
* Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
* Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
* Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
* Drives proactive sales and service conversations through inbound and outbound interactions.
* Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
* Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
* Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
* Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
* Count, organize, and safeguard cash and other negotiable bank items.
* Assist customers with inquiries and solve problems in a professional and courteous manner.
* Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
* Open new accounts ensuring all required documentation is obtained and is accurate.
* Comply with all established policies and procedures.
* Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
* Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
* Completes transactions accurately and ensure the safety of the bank
* Travel required for meetings, community involvement and assistance covering local branches.
* Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
* High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
* College degree preferred, not required.
* Prior cash handling or customer service experience
* Must be extremely organized and detail
* Must work well in a fast-paced, team environment.
* Excellent communication skills, both written and verbal, are
* Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
* Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Compliance
* It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*******************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The **Financial Services Representative I** is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
**Job Description:**
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
**Responsibilities:**
-Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
-Triages client requests and makes referrals to appropriate internal specialists
-Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
**We'll help you:**
-Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
-Get training and one-on-one coaching from academy managers who are invested in your success
-Build your knowledge of core banking and investment solutions and connect clients toall ofthe solutions we provide
-Develop techniques to confidently engage with clients by telephone
-Continue to learn and grow in a culture where growth and career advancement are a priority
**As a Financial Services Representative I, you can look forward to:**
-Providing a world class client experience through point of call account servicing and resolution
-Working in a well-compensated, highly collaborative environment
-Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
**You're the kind of person that (required skills):**
-Is client-focused with a passion for excellence and a positive team attitude
-Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance -based environment
-Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
-Is an effective communicator with an aptitude for sales and relationship management
-Has strong computer skills
-Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
-Is ambitious, disciplined, hardworking, resilient and willing to learn
-Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST
-
**We're a culture that:**
-Believes in responsible growth and is dedicated to supporting the communities we serve
-Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
-Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world
-Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
-
**Skills:**
-Active Listening
-Attention to Detail
-Critical Thinking
-Customer and Client Focus
-Oral Communications
-Account Management
-Client Experience Branding
-Decision Making
-Emotional Intelligence
-Result Orientation
-Adaptability
-Coaching
-Prioritization
-Referral Identification
-Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
Responsibilities:
* Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
* Triages client requests and makes referrals to appropriate internal specialists
* Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
We'll help you:
* Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
* Get training and one-on-one coaching from academy managers who are invested in your success
* Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
* Develop techniques to confidently engage with clients by telephone
* Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to:
* Providing a world class client experience through point of call account servicing and resolution
* Working in a well-compensated, highly collaborative environment
* Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
You're the kind of person that (required skills):
* Is client-focused with a passion for excellence and a positive team attitude
* Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
* Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
* Is an effective communicator with an aptitude for sales and relationship management
* Has strong computer skills
* Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
* Is ambitious, disciplined, hardworking, resilient and willing to learn
* Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST
* We're a culture that:
* Believes in responsible growth and is dedicated to supporting the communities we serve
* Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
* Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world
* Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
* Skills:
* Active Listening
* Attention to Detail
* Critical Thinking
* Customer and Client Focus
* Oral Communications
* Account Management
* Client Experience Branding
* Decision Making
* Emotional Intelligence
* Result Orientation
* Adaptability
* Coaching
* Prioritization
* Referral Identification
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$23k-35k yearly est. 18d ago
Universal Banker - Washington
Unity Bank 4.3
Personal banker job at Unity Bank
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
Drives proactive sales and service conversations through inbound and outbound interactions.
Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
Count, organize, and safeguard cash and other negotiable bank items.
Assist customers with inquiries and solve problems in a professional and courteous manner.
Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
Open new accounts ensuring all required documentation is obtained and is accurate.
Comply with all established policies and procedures.
Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
Completes transactions accurately and ensure the safety of the bank
Travel required for meetings, community involvement and assistance covering local branches.
Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
College degree preferred, not required.
Prior cash handling or customer service experience
Must be extremely organized and detail
Must work well in a fast-paced, team environment.
Excellent communication skills, both written and verbal, are
Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Physical Requirements
Ability to sit for long periods of time up to 75% of work hours.
Ability to use hands to grasp, handle or feel.
Ability to use computer keyboard and system to enter data and process information.
Ability to read a computer screen at a close distance.
Ability to communicate, hear, and see.
Ability to use telephone to communicate with others.
Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, etc.
Working Conditions
Moderate sound as in business office with office machines, computers, and people traffic.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$29k-34k yearly est. 24d ago
Universal Banker - Washington
Unity Bank 4.3
Personal banker job at Unity Bank
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
Drives proactive sales and service conversations through inbound and outbound interactions.
Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
Count, organize, and safeguard cash and other negotiable bank items.
Assist customers with inquiries and solve problems in a professional and courteous manner.
Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
Open new accounts ensuring all required documentation is obtained and is accurate.
Comply with all established policies and procedures.
Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
Completes transactions accurately and ensure the safety of the bank
Travel required for meetings, community involvement and assistance covering local branches.
Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
College degree preferred, not required.
Prior cash handling or customer service experience
Must be extremely organized and detail
Must work well in a fast-paced, team environment.
Excellent communication skills, both written and verbal, are
Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Physical Requirements
Ability to sit for long periods of time up to 75% of work hours.
Ability to use hands to grasp, handle or feel.
Ability to use computer keyboard and system to enter data and process information.
Ability to read a computer screen at a close distance.
Ability to communicate, hear, and see.
Ability to use telephone to communicate with others.
Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, etc.
Working Conditions
Moderate sound as in business office with office machines, computers, and people traffic.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$29k-34k yearly est. 60d+ ago
Universal Banker - North Plainfield
Unity Bank 4.3
Personal banker job at Unity Bank
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
* Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
* Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
* Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
* Drives proactive sales and service conversations through inbound and outbound interactions.
* Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
* Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
* Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
* Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
* Count, organize, and safeguard cash and other negotiable bank items.
* Assist customers with inquiries and solve problems in a professional and courteous manner.
* Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
* Open new accounts ensuring all required documentation is obtained and is accurate.
* Comply with all established policies and procedures.
* Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
* Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
* Completes transactions accurately and ensure the safety of the bank
* Travel required for meetings, community involvement and assistance covering local branches.
* Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
* High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
* College degree preferred, not required.
* Prior cash handling or customer service experience
* Must be extremely organized and detail
* Must work well in a fast-paced, team environment.
* Excellent communication skills, both written and verbal, are
* Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
* Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$30k-34k yearly est. 60d+ ago
Relationship Banker - Camden, NJ Area - Full Time
Bank of America 4.7
Woodbury, NJ jobs
Woodbury, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**********************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
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$28k-37k yearly est. 4d ago
Universal Banker - Emerson
Unity Bank 4.3
Personal banker job at Unity Bank
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
* Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
* Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
* Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
* Drives proactive sales and service conversations through inbound and outbound interactions.
* Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
* Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
* Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
* Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
* Count, organize, and safeguard cash and other negotiable bank items.
* Assist customers with inquiries and solve problems in a professional and courteous manner.
* Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
* Open new accounts ensuring all required documentation is obtained and is accurate.
* Comply with all established policies and procedures.
* Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
* Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
* Completes transactions accurately and ensure the safety of the bank
* Travel required for meetings, community involvement and assistance covering local branches.
* Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
* High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
* College degree preferred, not required.
* Prior cash handling or customer service experience
* Must be extremely organized and detail
* Must work well in a fast-paced, team environment.
* Excellent communication skills, both written and verbal, are
* Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
* Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Compliance
* It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.