Customer Service Advisor - Franklin Square
Wesbanco job in Frankfort, KY
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Audit Officer - Audit
Wesbanco job in Frankfort, KY
As a member of the audit team, the Audit Officer candidate will be responsible for planning and completing various risk-based internal audits, interacting with various levels of management, assisting with other audit and special projects, and providing leadership and supervision to staff members, all in accordance with the annual audit plan and professional practice standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Works under the supervision of the Audit Managers.
Provides leadership and limited supervision of staff auditors on audit engagements.
Performs assigned work within departmental procedures and professional standards (i.e. International Standards for the Professional Practice of Internal Auditing).
Conducts audit testing of assigned areas within established/modified timelines.
Establishes or assists in the completion of risk-based audit programs through audit planning processes.
Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes.
Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation.
Prepares work papers that record and summarize assigned audit procedures.
Completes audit engagement administrative workpapers that finalize the audit for final review and report issuance.
Develops and assists to develop recommendation(s) for corrective action/improvement.
Drafts audit reports that summarizes the audit process, findings, and recommendations that can be issued to Senior Management.
Maintains and adheres to information security and confidentiality requirements.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
High level of analytical abilities and skills.
High level of written/verbal communication, interpersonal and relationship building skills.
Ability to adapt to corporate-wide systems routinely utilized by internal audit staff.
Ability to adapt to change timely, and to multi-task.
Possesses basic leadership and supervisory skills.
Display personal initiative to foster professional development through formal education and cross training of department functions.
Ability to complete multiple tasks while meeting assigned deadlines.
Ability to complete and comprehend audit processes such as system documentation walk-through, source documentation, internal control questionnaires, yield analysis, and lead schedules.
Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work.
Ability to utilize information systems hardware and information systems applications.
Proficient in Microsoft Office including Word, Excel and Outlook.
Bachelor's degree with a preference in Accounting, Finance, or Information Technology; or equivalent combination of an Associate's Degree and three years of Audit (External or Internal) and/or Risk Management work experience.
Minimum of 6 years financial experience through public accounting/auditing and/or financial industry experience preferred.
Information Technology audit or operational experience preferred.
Industry certification (i.e. CIA, CISA, CPA, etc.) preferred.
Banking Center Manager
Lexington, KY job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Banking Center Manager is responsible for the administration and efficient operation of the banking center including branch profit and loss; successful execution of the sales process; client satisfaction and retention; implementation and compliance with all operational standards, legal and regulatory requirements; hiring, training, development and evaluation of staff; meeting individual sales goals; utilization of sales strategies and business calling expertise to develop new and expand existing customer relationships: The Banking Center Manager has individual responsibilities for direct client sales and service including account opening, loan applications, service inquiries and transaction processing as needed. They have individual sales goals as well as the responsibility for maximizing the sales and profitability of the entire banking center.
Salary Range
The salary range for this position is $60,000 - $121,300 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Banking Center Profitability and Oversight
Assist the Community Banking Executive and Community Banking Market Manager in establishing, monitoring, and evaluating banking center and individual sales and service goals.
Conduct regular meetings with banking center team to build product knowledge, review goals and expectations, recognize areas of success and opportunities for development; share corporate marketing campaign and supporting materials, and proactively introduce all servicing channels to consumer and business clients.
Participate and encourage attendance in local community events and activities to activate partnerships within the area, through volunteerism of team members and corporate financial support.
Client Centric Sales Approach
Build banking center team focused on a consultative sales approach, uncovering needs of clients, and providing education and advice regarding the products and services available to meet the clients' needs. This includes hiring, training, mentoring, and developing team members to create a proficient team with loan and deposit knowledge.
Leads team in educating clients of all consumer and small business loan and deposit products and services; promotes line of business resources through joint calling efforts including mortgage, investments, wealth management, private banking, commercial, treasury management and merchant processing; as well as the wide range of banking channels available to clients, including emerging technology and digital solutions to enhance the client experience
Proactively coaches to ensure adherence to all regulatory requirements and guidelines, ethical standards and encourages sharing of best practices and effective sales techniques and tools
Operational Excellence
Staff to company benchmarks, ensuring all service standards are met or exceeded; respond to client inquiries in alignment with company policies, procedures, and standards; plan and assign banking center staffing to ensure optimal client service.
Partners with the Market Service Leader to ensure appropriate oversight of banking center operations including compliance with bank policies, procedures and audit standards, compliance with legal and regulatory requirements, compliance with security practices/procedures and oversight of security equipment.
Key Competencies for Position
Execution Leadership:
Communicates goals, tracks progress against key goals/metrics, effectively utilizing diverse talent and resources to achieve goals. Empowers team members and holds them accountable based on appropriate level of authority; manages progress effectively and takes appropriate measures to address performance issues. Seeks to identify what caused the issue, consults with lines of business and subject matter experts, as appropriate, to determine the best solution and acts within approved policies, procedures, and established guidelines.
Client Leadership:
Client Experience - Fosters a culture that enables others to deliver an exceptional client experience, anticipates, escalates and/or takes action when work processes, procedures, or policy implementation issues may affect the client, always working to resolve issues and design solutions with a clear picture of the client in mind. Seeks information about the client/client's business to develop sound solutions to meet each client's needs, following through on client commitments despite time pressures or obstacles; follows up to ensure the client is satisfied.
Culture Leadership:
Is accessible, approachable, and helpful to others, builds relationships, establishes trust, credibility, and respect with others through a track record of delivering on commitments, inspires team members to demonstrate our culture and core values, coaching and developing team members to act honestly and ethically in all efforts.People Leadership:
Actively seeks to attract the best talent and to develop team members effectiveness in their current and future roles, encourages and values diversity. Gives, receives, and asks for feedback, creates a supportive, encouraging environment which empowers team members to stretch beyond what they thought they could do, while holding team members accountable for goals and deliverables.
Qualifications and Education Requirements
Education: Bachelor's Degree in business related field preferred or equivalent work experience
4+ years banking experience with 2+ years consumer lending experience
2+ years of supervisory experience, preferably in the banking or retail industry
Licenses/Certifications: must be eligible to register with the National Mortgage Licensing System and Registry (NMLS)
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
Auto-ApplyTrade Review Officer - Brokerage -Securities Administration
Wesbanco job in Frankfort, KY
Responsible for conducting trade review while adhering to regulatory and firm's policies and procedures. Responsible for working independently with minimal supervision. Completes all assigned compliance training timely and maintains professional licenses as required.
CUSTOMER SERVICE SKILLS:
Must be able to work effectively with a wide variety of departments, managers, staff, clients and auditors.
Represents the Company in civic, community and industry functions to network and develop additional business.
Ability to evaluate and analyze products and services, and vendors.
INTERPERSONAL SKILLS:
Ability to exercise independent sound, judgment and discretion and understand when assistance is needed.
Strong interpersonal and communication (written and verbal) skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsibilities include Principal Review and approval of transactions while adhering to the firm's established policies and procedures.
Provides Principal Review and approval on variety of business types: equities, mutual funds, annuities, life insurance, advisory, etc.
Maintains product knowledge and assists with the creation of practices and programs as needed.
Communicates with registered representatives for any issues regarding transactions.
Communicates with Compliance on regulatory best interest or suitability concerns.
Provides guidance to registered representatives to resolve escalated issues surrounding trade review.
Reviews daily trade blotter for day-to-day broker activity.
Reviews outside brokerage accounts.
Reviews electronic communications as needed.
Other duties may be assigned.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient skills in Word, Excel and Outlook.
Small Business Specialist 2 - Lexington, KY area
Lexington, KY job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs.
This position will support our Eastland, Reynolds Rd Meijer, and Lebanon offices. This position also requires 2-10 hours of driving per week.
Basic Qualifications
* Bachelor's degree, or equivalent work experience
* Typically one to three or more years of customer service, consultative sales and/or prospecting experience
Preferred Skills/Experience
* Comprehensive knowledge of applicable bank and branch policies, procedures and support systems
* Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations
* Basic knowledge of cash flow management and business credit underwriting
* Effective written and verbal communication skills and can convey business recommendations in an effective manner
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.87 - $27.84
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Technician - Licensed - Building Services
Wesbanco job in Frankfort, KY
Repair physical plant equipment and systems and maintain them in such a state of repair as to prevent disruption of the banking process or personnel discomfort.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly exposed to moving mechanical parts.
The employee is frequently exposed to high, precarious places; fumes or airborne particles; outside weather conditions; risk of electrical shock and vibration.
The noise level in the work environment is usually loud.
Performs preventative maintenance to all mechanical equipment. 40%
Troubleshoot and repair pneumatic, electrical, air conditioning, plumbing, and mechanical system problems. 10%
Perform electrical maintenance work, bend conduit and pull wire. 10%
Perform major plumbing repairs, solder pipe, and operate electric snake. 10%
Perform carpentry work, framing, drywall and drywall finishing. 10%
Operate hand and power tools and shop equipment. 10%
Operate HVAC and mechanical equipment to maintain proper temperatures and energy management. 10%
Ability to work at other WesBanco locations as needed, may include overnight travel.
Ability to work overtime as needed.
OTHER SKILLS AND REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
The employee is frequently required to walk; climb or balance and stoop, kneel, crouch, or crawl.
The employee must regularly lift and/or move up to 10 pounds. Frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Ability to calculate figures and amounts such as discounts, interest, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Ability to climb ladders and scaffolding.
Valid driver's license
Universal Refrigerant Recovery License or other trade certification.
Personal Banker II - Lexington, KY
Lexington, KY job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs with respect to the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of Retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
College degree or work experience providing transferrable skills or combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position.
WORKING CONDITIONS:
Normal office environment.
Extending viewing of computer screens.
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banker II - Lexington, KY
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Lexington, Kentucky 40507
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyCommercial G&I Relationship Manager III
Lexington, KY job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million). Ability to lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. The incumbent will have extensive knowledge and experience working with high revenue, more complex relationships. This role is expected to solicit participation in public debt issuance for clients. This role is expected to activity participate in community activities.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources.
+ Develop and implement a business plan to achieve financial goals and qualitative measures.
+ Work closely with Fifth Third internal partners to deepen existing relationships and acquire new prospective relationships.
+ Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
+ Work with product partners (Treasury Mgmt., Capital Markets, and Wealth Mgmt etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect. Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
+ Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
+ Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience.
+ Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
+ Analyze financial information provided to determine the credit request that should be pursued.
+ Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
+ Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
SUPERVISORY RESPONSIBILITIES:
No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II
MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:
+ Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
+ Minimum of 6 years Commercial Banking experience, at least 5 years of sales experience preferred.
+ Formalized commercial credit training or equivalent credit experience required.
+ Underwriting experience preferred.
+ Proven track record of partnership with investment bankers to provide strategic and capital market advice.
+ Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
+ Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
+ Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
+ Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
+ Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention.
+ Ability to build strong internal partnerships to provide wholistic solutions for clients business and personal financial goals.
+ Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
+ Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
+ Proven ability to work in a team-based sales environment.
+ Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
+ Regional /local travel.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of CRT screen.
+ Frequent travel possible depending on assignment.
Commercial G&I Relationship Manager III
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Louisville, Kentucky 40202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Office Manager - West Park
Wesbanco job in Lawrenceburg, KY
Promote a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Primary supervisor of the sales, service and operations of the banking center and ensuring the proper training and development of the staff, in order to provide excellent customer service. This person may be responsible for the completion of all operational and compliance reporting for the banking center. This position will support all sales efforts in the banking center and work closely with the Banking Center Manager or District Sales Manager to meet desired goals and expectations. This person may be assigned to more than one office.
Essential Functions:
Supervises banking center to ensure proper day to day sales, service and operations
Ensures compliance with policies and procedures
Monitors branch security
Trains and develops the staff
Assists Banking Center Manager or District Sales Manager in promoting a sales culture
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Must be able to directly handle the operational aspects of the banking center, including but not limited to the completion of various audits and reports, monitoring of control accounts, monitoring branch cash levels, management of cash items, and control of over/short.
Promotes a sales and service culture within the banking center and assists the Banking Center Manager in ensuring that the retail staff receives proper coaching and training to identify referral opportunity.
Must have excellent organizational skills and be able to set priorities, direct and delegate responsibilities to the staff and follow up accordingly.
Ability to effectively and efficiently schedule the staff.
Establishes and conducts regular sales and operational team meetings.
Evaluates performance on a daily basis and assists the Banking Center Manager or District Sales Manager during the evaluation process.
Must have the working knowledge of all roles within a retail Banking Center.
Provides continuous education of policies and procedures to the staff, and ensures adherence to policies and procedures.
Demonstrates sound judgment in decision making abilities.
Encouraged to actively participate in various community activities (Boards, Executive Committees, Advisory roles, etc).
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Supervisory Responsibilities
Responsible for the overall direction, coordination and evaluation of the banking center staff. Must be able to foster the team concept that includes the banking center staff as well as employees from other lines of business.
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsible for evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems.
Responsibilities include pro-active recruiting, interviewing, and assisting with hiring, coaching and training employees.
Other responsibilities involve planning, assigning and directing work.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft 365 preferred. Ability to effectively use technological resources for meetings, coaching, and training. Proficient knowledge of Banking Software and Digital Services through various types of delivery channels.
Ability to read and interpret general business periodicals, technical procedures, or government regulations. Ability to write reports, business correspondence, and produce manuals. Ability to effectively present information and respond to questions from associates, clients, customers, and the general public.
Ability to apply common sense to carry out detailed written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
Must have extensive product knowledge for the level of selling and cross selling performance expected with position.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Required to have a Nationwide Mortgage Licensing System (NMLS) registration within thirty days of hire.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Compliance Officer - Brokerage - Securities Admin
Wesbanco job in Frankfort, KY
Responsible for conducting reviews and performing regulatory monitoring as required under Written Supervisory Procedures to assess the organization's level of compliance with applicable laws and regulations.
Expected to work independently with minimal supervision within team to lead in the identification and assessment of risks within the company, through the execution of procedures designed to evaluate the compliance with laws, regulations, and industry standards. In addition, expected to make recommendations to management for closing gaps identified during the reviews.
The Securities industry is highly regulated. This person will also be expected to complete all assigned compliance training timely and maintain professional licenses as required.
Essential Function
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and /or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Maintain ongoing understanding of FINRA rules and regulations; BSA & AML.
Assist with the development of WSI's (WesBanco Securities Inc.) risk and compliance management practices and programs.
Ability to disseminate written policies and procedures related to compliance activity.
Provide compliance guidance to licensed advisors and licensed bankers and support staff.
Assist to resolve complaints.
Review new accounts for suitability and best interest and day-to-day broker activity.
Assist in review and implementation of WSI's compliance program to ensure effectiveness.
Assist with testing of procedures and creation of new procedures with changing regulatory needs.
Assist in licensing and FINRA Regulatory & Firm Element and insurance continuing education for all licensed individuals.
Assist with internal and external audits.
Assist with the formulation/taking correction actions when necessary to respond unexpected compliance events.
Review communications of advisors.
Assist with compliance review of all marketing/sales material.
Assist with various communication and training as needed with staff and registered representatives.
Assist with branch reviews.
Preparation of various reports.
Electronic communication review.
Knowledge
Ability to administer various filings on the CRD System.
In-depth knowledge of a broad range of securities and insurance products.
In-depth knowledge of FINRA rules and regulations and Securities and Risk Management principles.
In-depth knowledge of current economic and market conditions and legislation.
In-depth knowledge of criteria for determining suitability of proposed purchase of securities/insurance products for each individual client's needs.
In-depth knowledge of legal principles of client's capacity/authority to transact business, and the authority of agents, attorneys in fact, executors, administrators and others to transact business on client's behalf.
Skills
Ability to exercise independent sound, judgment and discretion and understand when assistance is needed.
Must be able to work effectively with a wide variety of departments, managers, staff, clients and auditors.
Strong interpersonal and communication (written and verbal) skills.
Ability to evaluate and analyze products and services, and vendors.
Represents the Company in civic, community and industry functions to network and develop additional business.
Computer Skills
Solid computer skills in Microsoft Office Suite.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Senior Business Intelligence Developer - Information Technology
Wesbanco job in Frankfort, KY
The Senior Business Intelligence Developer is a senior-level developer and thought partner responsible for architecting cross-functional reporting solutions, defining dashboard standards, and shaping enterprise-wide BI strategy. This role leads complex dashboard projects, partners with business and data leadership, and ensures the alignment of visual reporting to strategic goals. It combines deep technical skill with user-centered design and acts as a mentor and standards-setter across the BI community.
ESSENTIAL FUNCTION:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Engagement & Impact
Leads stakeholder engagements to scope, prioritize, and deliver enterprise dashboards.
Frames dashboards around decision-making, transparency, and business alignment.
Guides departments in defining strategic KPIs and connecting them to visual outputs.
Shapes analytic narratives for senior audiences using interactive and visual storytelling techniques.
Technical Execution
Designs enterprise-level dashboards with custom drill paths, parameterization, and dynamic filtering.
Integrates usage telemetry, embedded BI elements, and complex semantic logic.
Manages dashboard performance tuning, metadata integration, and reusability layers.
Builds components that scale across domains while retaining contextual clarity.
Collaboration & Enablement
Provides mentorship and peer review for team members and cross functional partners.
Develops documentation standards, dashboard libraries, and reusable visual components.
Partners with Enterprise Data Science and Enterprise Business Data Analyst colleagues to create joint analytics solutions.
Represents the Business Intelligence team in governance, tooling, and roadmap planning sessions.
Platform & Strategy Alignment
Collaborates with platform and governance teams on semantic layer evolution and metric standardization.
Identifies and addresses gaps in metadata, access models, and dashboard usability.
Supports self-service enablement through guided navigation and embedded training.
Drives strategic alignment between visual reporting tools and platform strategy.
Ethics & Responsible AI
Advocates for visual integrity, responsible framing, and ethical storytelling.
Challenges misuse or misinterpretation of metrics in high-impact settings.
Leads with transparency and long-term usability in mind.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
OTHER QUALIFICATIONS:
Expertise in multiple BI platforms and advanced SQL fluency.
Track record of delivering enterprise-scale reporting solutions.
Proficiency in Microsoft Office Products including Excel, PowerPoint and Word.
SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in information systems, business, or analytics-related field, required. Master degree, preferred
Minimum five years experience in BI development or equivalent analytics work, required.
Director of Branch Operations - Branch Operations
Wesbanco job in Frankfort, KY
Accountable for the leadership and oversight of branch operations for the entire banking center network through in-market and centralized support. Develops and implements the strategy of branch operations in coordination with retail leadership. Oversees the development, design, and implementation of processes and procedures around all aspects of branch operations to ensure compliance. Drives efficiency and effectiveness in daily processing by collaborating with stakeholders and utilizing automation. Builds an operating environment in which the banking centers are enabled to sell and grow the bank.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Oversees the operations in all banking centers across the bank and is accountable for their scorecard performance. Where deficiencies may be present, action plans should be developed for appropriate remediation.
Oversees the support provided to the banking centers and is accountable for meeting defined SLA's. Where deficiencies may be present, action plans should be developed for appropriate remediation.
Responsible for selecting team members, employee engagement, team dynamics, coaching, development, performance management and managing talent across the branch operations team including compensation.
Responsible for developing a business plan, strategic initiative execution and associated expenses.
Guides the development and implementation of operational plans, policies, procedures, and goals that further scalability, automation and efficiency.
Collaborates and coordinates with Corporate Training on branch training programs and ongoing needs.
Monitors and prepares reporting on key performance indicators of branch operations including reporting to the board.
Accountable for regulatory and audit findings within the banking centers as it relates to operations and accountable for implementing remediation plans.
Accountable for the departmental budget process and managing overall performance to budget.
Collaborates, contributes, and communicates with consumer bank leadership for the overall success of the banking centers.
Accountable for the Risk Assessment and SOX control documentation for banking center operations.
Responsible for audit and regulatory compliance findings and appropriate remediation.
Accountable for the repository of procedures, processes, job aids and other critical information for the banking centers in Performance Support and Workiva.
Collaborates with business areas on new initiatives, processes or products and accountable for the implementation within the banking centers.
Responsible for driving the effective use of technology within the banking centers.
Oversees communication flow from other bank areas to the branches to ensure consistency in messaging and distribution for proper understanding.
Oversees branch operations support and market areas to ensure effectiveness in the branches and ensure support, training and operational needs are being met.
Accountable for research, review and documentation of operational deficiencies that lead to disciplinary action. Ensures branch operations team is partnering with HR and Retail Management in all operational related disciplinary matters.
Responsible for attending and traveling for leadership meetings and partnership engagements with other business lines of the bank.
SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Excellent interpersonal skills and the ability to interact positively with employees at all levels of the organization.
Ability to handle conflict directly and discreetly including interactive feedback at all levels.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts including presenting and speaking to an audience.
Demonstrated ability to manage multiple priorities and delegate effectively to meet critical deadlines under difficult time restraints.
Actively listens and observes both verbal and non-verbal messages.
Ability to adapt and effectively guide teams through transition and change while maintaining productivity.
Ability to work independently and meet communicated deadlines with little oversight.
Ability to analyze complex situations and identify root cause of problems and develop solutions.
Ability to make decisions while considering all perspectives, comparing advantages and disadvantages and projecting the outcomes of possible decisions.
Ability to collaborate, share ideas openly, and contribute to the common mission.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Knowledge of FIS IBS Insight and Sales and Service applications preferred.
Ability to effectively use technological resources for meetings, coaching, and training.
Bachelor's Degree in Business Administration, Management or Finance preferred.
Minimum of ten years of banking experience including branch operations experience required.
Minimum of five years of experience in a leadership role required.
Payments Associate - Bank Operations
Wesbanco job in Frankfort, KY
The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts.
The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to communicate effectively with customers or employees in writing, in person, or via telephone.
Ability to handle workload pressure and deadlines.
Ability to work independently.
Ability to maintain confidentiality.
Team player with a positive outlook.
Must be detail oriented and have good organizational skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides customer service via phone, mail, and email for payment processing.
Works in a queue based environment and handles the tasks as received.
Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems.
Performs transactions within associated compliance requirements.
Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management.
Other job duties and/or responsibilities assigned with or without prior notice.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Knowledge of FIS IBS Insight and payment processing applications preferred.
Ability to learn payment processing systems.
High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred.
Customer Service and administrative experience required with payment or bank operations experience preferred.
Learning & Development Facilitation Officer - Learning & Development
Wesbanco job in Frankfort, KY
Assists the VP, Facilitation Manager, and other Learning & Development team members in coordinating, scheduling, and facilitation of learning and development programs and offerings including but not limited to Customer Service Representative and platform systems, sales, technical skills, and other role-specific training for new and existing banking employees.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions·
Coordinates, schedules, and delivers new-hire training, cross-training, and follow-up training as needed for employees. Includes assembling of training materials, sending communications to supervisors, making sure training rooms are reserved and set up, refreshments/lunch, if applicable, are ordered, invoices relative to training are paid, and evaluations completed, reviewed and action taken.
Assists with the coordination, scheduling, train-the-trainer and delivery of new offerings courses. Includes the creating and assembling of training materials.
Seeks methods to enhance our current training courses by cutting costs, refreshing training content, and providing feedback.
Maintains an understanding of new product launches directly affecting the organization. Educates themselves to become proficient in new products and services to effectively deliver training.
Records and maintains classroom/workshop attendance records and completed "task" assignments, etc. in the online Learning Management System, as well as provides reports for management.
Evaluates and follows up on employees completing training programs and reports to management.
Conducts follow-up training upon special requests and documents results.
Acts in an advisory role to new hire participants. Includes weekly check-ins, review of eLearning progress, helping the new hire take a deeper dive in topics, and develops a plan, in tandem with the new hire, ensuring the new hire stays on track.
Maintains local training facilities to include equipment and supplies.
Participate in ongoing development opportunities to research/increase/improve knowledge of training industry, tools, and technology.
Trains and advises new employees to gain an understanding of WesBanco's culture and a clear understanding of the importance of the role the employee plays in the department and bank as a whole.
Demonstrates and models our pledge values and generates positive attitudes in employees to promote high engagement during training.
Maintains and submits to supervisor updates and statuses of assigned projects and tasks.
Performs other related duties as assigned or requested.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
This position requires the ability to travel monthly, which could include several night stays, and on occasion, up to one week at a time. A valid driver's license and use of personal automobile are required. Employee needs a willingness to work flexible hours. This position requires a professional image and a positive and enthusiastic attitude about the corporation and its training programs. Employee must be a self-starter and self-motivated. Requires knowledge or ability to learn bank products and services. This position requires a high level of interpersonal skills to effectively work closely with supervisors and staff at all levels in banking areas, including:
Professional demeanor in appearance, interpersonal relations, work ethic, and attitude.
Possess clear, concise, and effective written and oral communication skills to effectively express thoughts, ideas, and concepts to bank employees and bank customers.
Must be willing to work as part of a team.
Ability to maintain confidentiality.
Strong organization and planning skills.
Strong analytical skills.
Ability to multitask.
Flexibility with work schedule.
Must be skilled at using the PC and be familiar with Microsoft Office products. The employee must have a familiarity with the setup and use of AV equipment - including projectors, microphones, screens, speakers, and cables and adaptors.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Employee will be talking to workshop participants and listening to participants.
Lifting and moving training materials may include portable TV and video equipment, easels, moving tables and chairs for room set up.
Distance vision required to see flip charts, screens, etc. from the back of the training room.
Sr. Business Analyst Officer
Wesbanco job in Frankfort, KY
Technology is at the center of all products and services we offer to our customers; and the alignment of these technical solutions with the needs of the business lines is paramount to the success of WesBanco. The Sr. Business Analyst Officer is responsible for bridging the gap between the changing needs of our external and internal customers and the ever-advancing technological solutions that support those needs. Each Sr. Business Analyst Officer will ultimately oversee their assigned business areas and application(s) to ensure that we are fully leveraging technology to efficiently and effectively meet the user needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Consults with key stakeholders to determine business objectives and success factors.
Collaborates with business area to collect, analyze and evaluate information related to business systems.
Documents business requirements, functional requirements, and design specifications.
Coordinates with the application analyst counterpart to document technical requirements.
Analyzes and manages new and existing system utilization by the end user.
Assists in the development of training materials to ensure proper usage and highest optimization of the applications.
Serves as an expert in business system solutions in alignment with assigned business area.
Serves as a liaison between the assigned business area and third-party vendors and Information Technology (IT) resources.
Makes system recommendations and other solution suggestions to meet customer needs and/or improve processes.
Monitors system deliverables to ensure business needs are met successfully and within agreed upon timeframes.
Assists in troubleshooting problems within the business application solution set and engages IT and third-party vendors as needed.
Fosters strong relationships with supporting vendors, IT teams, and supported business area.
Opens and tracks support tickets and feature requests.
Responsible for the work effort within assigned applications during acquisitions.
Tests new functionality and documents test plans in correlation with the business area.
Manages the lifecycle of support applications including the roadmaps, releases, upgrades and defect tracking.
Maintains a strong understanding of risks and controls of the business area and applications supported.
Collaborates with project management on new initiatives within assigned area of responsibility.
Collaborates with other business analysts to understand interdependencies between areas of responsibility and manages changes to ensure all aspects are covered.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. This position will be responsible for maintaining and ensuring organizational compliance with the Bank Secrecy Act (BSA) regulations.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Ability to interact effectively across all levels of the organization, including senior management, the branch network, other departments and vendors.
Demonstrated ability to manage multiple priorities and effectively meet critical deadlines under difficult time restraints.
Strong organizational and prioritization skills.
Team player with a positive outlook.
Excellent analytical, problem-solving and decision-making skills.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Ability to learn other banking systems.
Ability to effectively use technological resources for meetings, coaching and training.
Bachelor's Degree in technology or another related field, or equivalent combination of education and experience required.
Minimum five years experience in banking, technology, or another related field required.
Strong knowledge of customer and user system experiences required.
Advanced technical skills are not required; but knowledge of system components and user experience is highly required.
Experience supporting digital banking, electronic banking, commercial online banking including mobile apps required.
Experience with deposit and/or loan operations required.
Experience with ACH payments, including knowledge of National Automated Clearing House Association (NACHA) file layout and rules required.
Must demonstrate experience with leading successful technology projects as well as working with various business lines to achieve optimal results.
Experience in creating business requirements, test plans, project plans and other technology project related documentation desired.
Investment Executive (Financial Advisor) - Lexington, KY
Lexington, KY job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Achieving sales goals while serving the clients' best interests.
Plan and conduct individual and group coaching sessions with retail bank employees.
Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
Handle daily client needs and problems and prioritize and delegate tasks to resolve.
Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
Ability to delegate tasks and follow-through.
Prepare necessary internal reports for sales tracking.
Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
Conduct internal and external seminars to focus on business development and growth.
Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
Serves as a coach and mentor for licensed bank employees.
Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
Guide and promote progress toward established goals for team.
Recognize and reward achievement of goals.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Prior Brokerage Industry Experience.
Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
Ability to motivate others in a team environment.
Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
Demonstrated ability to simplify and communicate complex financial concepts.
Proven experience in building strong internal and external client relationships.
Highly developed knowledge of the securities business, investment products and financial solutions.
Highly developed sales and presentation skills.
Travel required within assigned territory.
Investment Executive (Financial Advisor) - Lexington, KY
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Lexington, Kentucky 40513
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyMortgage Senior Underwriter - Mortgage Underwriting
Wesbanco job in Frankfort, KY
Responsible for managing and monitoring daily work flow of assigned residential loan files. The senior underwriter is to make sound decisions within the risk parameters, investor guidelines and WesBanco Credit Policy.
ESSENTIAL FUNCTION:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
ESSENTIAL DUTIES AND RESPONSIBLITIES:
Managing and monitoring daily workflow of assigned files.
Make sound underwriting decisions on loans regarding credit worthiness.
Work closely with MLOs, processors and the senior management team.
Assist processors and MLOs with complex questions.
Ability to review and comprehend complex personal and business tax returns.
Consistently meet underwriting milestones as established by the bank.
Complete all bank training courses that are required in a timely manner.
Must provide exceptional, professional service to mortgage customers, originators, processors and closers.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
CERTIFICATES, LICENSES, REGISTRATIONS:
FHA delegated underwriter
VA automatic underwriter
VA staff appraisal reviewer
Able to obtain approval from secondary market investors as delegated underwriter if needed
OTHER SKILLS AND ABILITIES:
Strong customer service skills
Ability to process all portfolio and all secondary market loans
Ability to review personal and business tax returns to determine qualifying income
Strong organizational and management skills
Ability to multi-task under sometimes stressful conditions
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Client Relationship Consultant 1-3 (Banker) Lexington KY
Lexington, KY job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications
- High school diploma or equivalent
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- - Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer's true needs while leveraging a digital first mindset
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry preferred
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.91
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyAudit Staff - Audit
Wesbanco job in Frankfort, KY
Responsible for completing various risk-based internal audits, interacting with various levels of management, and assisting with other audit and special projects, all in accordance with the annual audit plan and global internal audit standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Works under the supervision of the Audit Manager(s).
Performs assigned work within the structure of the departmental procedures and the Global Internal Audit Standards published by the Institute of Internal Auditors.
Conducts audit testing of assigned areas within established/modified timelines.
Assists in the completion of risk-based audit programs.
Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes.
Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation.
Prepares work papers that record and summarize assigned audit procedures.
Assists in the development of recommendation(s) for corrective action/improvement.
Maintains and adheres to information security and confidentiality requirements.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Ability to adapt to corporate-wide systems routinely utilized by internal audit staff.
Display personal initiative to foster professional development through formal education and cross training of department functions.
Ability to complete multiple tasks while meeting assigned deadlines.
Ability to complete and comprehend audit processes such as system documentation walk-throughs, source documentation, internal control questionnaires, yield analysis, and lead schedules.
Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management and bank employees in a collaborative and solutions oriented manner.
Possess strong analytical abilities and skills.
Ability to utilize information systems hardware and information systems applications.
Proficient in Microsoft Office including Word, Excel and Outlook.
Bachelor's degree with a preference in Accounting, Finance or related field; or an Associate's Degree and two years of related Accounting, Audit (External or Internal) and/or Risk Management work experience required.
Card Services Manager - Card Services
Wesbanco job in Frankfort, KY
Cards and electronic payments are a critical component of WesBanco's banking services. The relationships that drive payments are complex and entail interaction between our signature transaction provider (Visa), our pin provider (NYCE), and our core processor. Careful management of these relationships and their interactions are paramount to the success of the bank.
A comprehensive strategy that integrates our partners with the marketing and sales efforts of the bank is also required in order to drive customer behavior and associated revenue. Moreover, the strategy must also focus on the costs associated with the day-to-day processing and management of the program.
The Card Services Manager will be responsible for setting and managing the revenue and cost strategy for the card division, while maintaining vendor relationships and evaluating and setting the long-term strategy for vendors and technology in this space. This role combines the oversight of customer and card related functions with a focus on the customer experience. The Card Services Manager will oversee multiple teams that engage and interact directly with internal and external customers while supporting card related services.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Manages card services staff and oversees daily operation of card services functions.
Leads staff in the duties including hiring, scheduling, preparing performance evaluations and making salary recommendations.
Oversees the design, implementation and monitoring of processes and procedures related to assigned area. Collaborates with stakeholders and champions for scalability and automation.
Works with team to maintain process flow documentation for assigned systems and area of responsibility and pursues areas of improvement.
Serves as an agent of change, finding new opportunities to serve our clients and bring new capabilities to the market.
Ensures compliance of activities within assigned area and prompt remediation of any issues or exceptions identified including the documentation of responses to audit findings.
Ensures our commercial and consumer customers are supported in a timely and appropriate manner by the card services area.
Responds to and resolves complex issues within the area of responsibility.
Maintains SOX control documentation and other controls around all assigned areas.
Provides training and guidance to staff with respect to understanding, processing and managing the workload.
Manages to defined customer service level expectations and key vendor processing timelines.
Measures key performance indicators and manages metric reports to identify opportunities for improvement.
Coaches employees on personal development plans and provides opportunities for growth within the organization.
Fosters strong relationships with stakeholders across the bank to ensure collaboration and effective communication with other teams.
Maintains a deep understanding of contractual mechanics, associated fees and revenues.
Establishes and executes growth strategy for card program.
Ensures sustainable profitability of the program.
Understands competitive and regulatory changes that may impact program performance and daily operations.
Coordinates with other delivery channels (sales, digital, ATM) to ensure cross functional success.
Coordinates with Marketing to ensure appropriate placement and communication of program.
Develops and updates monthly and quarterly forecasts for interchange, losses, and processing expenses.
Manages the monthly Profit & Loss associated with card processing and recommends refinements as necessary.
Works closely with third party and other contracted programs to promote debit card usage.
Coordinates significant changes to card mechanics and programs as needed (contactless, near field communication, rebranding, etc.)
Understands and collaborates with Operations Manager on procedural and control changes.
SUPERVISOR RESPONSIBILITIES:
Manages the overall direction, coordination and evaluation of the office to include staff scheduling and planning, assigning and directing work. Responsible for evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems. Responsibilities include interviewing, assisting with hiring, coaching and training employees.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Excellent presentation skills and the development of related materials.
Excellent oral and written communication skills.
Possess intermediate keyboard/typing skills.
Must have good analytical and problem-solving skills.
Ability to be adaptable and flexible while responding to deadlines on assignments and workflow fluctuations.
Ability to multitask and work under pressure.
Ability to handle a variety of projects simultaneously.
Ability to effectively interact across all levels of the organization, including branch network and other operations departments.
Strong organizational and prioritization skills.
Strong time management skills.
Team player with a positive outlook.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Willingness to respond to emergencies.
Willingness to work additional hours if needed.
Ability to work independently.
Proficient knowledge of Microsoft Office Products, including Word and Excel.
Ability to learn other banking systems.
Ability to effectively use technological resources for meetings, coaching, and training.
Bachelor's Degree in Business Administration, Management, or Finance preferred.
Minimum of 5 years banking experience including card operations experience.
Experience in managing a Profit & Loss and associated budgeting and planning.
Experience in establishing and managing a revenue generation strategy.
Minimum of three years of experience in a supervisory or leadership role.