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  • Client Relationship Manager

    Ameriprise 4.5company rating

    Charleston, WV jobs

    About the Role: We are seeking a highly organized and client-focused Client Relationship Manager to join our independent financial advisory practice, The Evans Group, affiliated with Ameriprise Financial. This role is critical to ensuring smooth daily operations and delivering an exceptional client experience. You will manage administrative processes, coordinate client communications, and assist with scheduling, compliance, and other various activities that help to ensure that our client's receive the best possible customer experience. This is a part-time position designed for individuals seeking flexibility while still pursuing meaningful professional growth and contributing to a high-performing team. It is ideal for candidates who value flexibility but are driven to excel, learn, and make a real impact in a dynamic business environment. You will be joining a team committed to fostering your success by offering continuous opportunities for personal and professional growth within a supportive business setting. The Evans Group is an Equal Opportunity Employer. Key Responsibilities: Serve as the first point of contact for clients-answer inbound calls and greet clients during visits. Manage scheduling for client meetings, including sending invitations, reminders, and follow-ups. Prepare agendas and ensure meeting readiness, including compliance folders and materials. Maintain and update client records, including meeting notes, tasks, and client communications. Handle scanning, electronic filing, and document storage in appropriate systems. Process mailings, paperwork for signatures, and confirm receipt of client checks. Monitor and respond to client messages, when appropriate, and log relevant communications. Manage office inventory and supplies; order as needed. Oversee invoicing and payment tracking. Assist with new business processing and compliance recordkeeping. Organize welcome baskets, retirement gifts, and special occasion cards. Support financial planning deliverables by posting documents to required systems. Provide administrative support for advisor email and voicemail management. Performance Metrics: Accuracy and timeliness of work. Positive client feedback. Resolution of client service issues. Implementation of process improvements and creative ideas. Qualifications: Financial services experience preferred but not required. Strong attention to detail and organizational skills. Excellent verbal and written communication abilities. Ability to manage multiple priorities and meet deadlines. Professional phone etiquette and client service orientation. Familiarity, or adaptability, with compliance requirements in a financial advisory setting. Positive attitude and willingness to learn and grow. Requirements: Position requires you to be onsite. This position is open to local candidates only; relocation not provided. Salary: $37,500 per year At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Part time
    $37.5k yearly Auto-Apply 23d ago
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  • Financial Services Consultant

    The Strickland Group 3.7company rating

    Lansing, MI jobs

    Join Our Team as a Financial Services Consultant - Empower Clients to Achieve Financial Success! Are you passionate about helping people make informed financial decisions, building trust-based client relationships, and delivering value-driven solutions? We're looking for a results-oriented and client-focused Financial Services Consultant to join our growing team. In this role, you'll provide expert financial guidance, support clients in reaching their financial goals, and contribute to the growth of our organization. Why You'll Love This Role 💼 Comprehensive Training & Licensing Support: Whether you're new to the financial industry or already certified, we'll provide the tools, mentorship, and education you need to thrive. ⏰ Flexible Work Options: Full-time or part-time positions with remote flexibility. 📈 Career Advancement: Clear pathways into senior consulting, financial planning, or leadership roles. 💰 Lucrative Compensation: Base salary plus commissions, performance bonuses, and growth incentives. Key Responsibilities Provide personalized financial consultations and solutions to clients. Assess client needs and recommend suitable products and services (e.g., investments, insurance, retirement planning, wealth management). Build and maintain strong, trust-based client relationships. Educate clients on financial strategies and market trends to support informed decision-making. Track client progress, review financial plans, and make adjustments as needed. Stay current on financial products, regulations, and best practices to deliver top-tier service. What We're Looking For ✔ Strong interpersonal and communication skills ✔ Analytical mindset and attention to detail ✔ Ability to build credibility and earn client trust ✔ Self-motivated, goal-driven, and organized ✔ Experience in financial services, consulting, banking, or insurance is a plus (but not required) ✔ Relevant certifications or licensing (or willingness to obtain) is an advantage Perks & Benefits ✅ Paid training and support for licensing/certifications ✅ Health insurance and retirement plan options ✅ Commission bonuses and performance-based incentives ✅ Growth opportunities into leadership, planning, or portfolio management roles Ready to Help Others Reach Financial Freedom? If you're excited about making a real impact and building a rewarding career in financial consulting, we want to hear from you! 👉 Apply today and become a Financial Services Consultant-where your guidance creates financial confidence.
    $53k-84k yearly est. Auto-Apply 49d ago
  • Independent Risk Advisor

    Farm Credit Services of America 4.7company rating

    Mechanicsburg, PA jobs

    Job Title: Independent Risk Advisor Compensation: $250.00/hour Contract Type: 1099 Independent Contractor Recruiting Timeline: This position will have an extended recruiting timeline, targeting late December or January for interviews. Horizon Farm Credit is seeking an accomplished and highly experienced professional to serve as an Independent Risk Advisor to its Board of Directors Risk Committee. This consultant will act as an external resource, enhancing the Committee's oversight and governance effectiveness through expert guidance and strategic insight. Role Overview The Independent Risk Advisor will support the Risk Committee in making sound, informed decisions that align with Horizon Farm Credit's mission and risk appetite. This is a part-time, advisory role requiring approximately 75-100 hours annually. Key Responsibilities Virtually attend at least 10 committee meetings per year, with potential for additional board or ad hoc meetings. Serve as a sounding board for the Committee Chair and members, offering high-level guidance, mentoring, and education in risk management. Review and provide input on relevant materials prior to meetings. Be available for ad hoc consultation with the Risk Chair outside of scheduled meetings. Maintain a working understanding of Horizon Farm Credit's operations to ensure contextually informed advice. Required Qualifications Bachelor's degree in Accounting, Finance, or Business with a focus on Risk Management. Extensive real-world experience in risk management, ideally as a former Chief Risk Officer or equivalent role within a financial institution. Financial industry experience is required; familiarity with the Farm Credit System is a plus. Must be independent and not currently employed in a similar advisory capacity to avoid conflicts of interest. Engagement Details: Program Duration: One year term from date of engagement. Meeting Cadence: 10 committee meetings per year, typically held on the last Wednesday of the month, but could be subject to change. Meetings are all held in EST. Attendance: Virtual attendance is requested for committee meetings. The interview process will be in person.
    $78k-111k yearly est. Auto-Apply 55d ago
  • Investment Banking Associate - Industrials (Baltimore, MD)

    Oppenheimer & Co 4.7company rating

    Baltimore, MD jobs

    Who We Are: Oppenheimer & Co. Inc. ( Oppenheimer ) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets and Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Investment Banking department is actively looking for an Associate to join the Industrial & Rental Services Group in our Baltimore office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution. Responsibilities: Researching industry sectors Assessing comparable companies, precedent transactions and potential investors/buyers Preparing and reviewing complex financial analyses and models Crafting detailed investment memorandums, presentations and pitches Conducting due diligence Coordinating group efforts for pitch and transaction related activity Presenting materials internally to senior bankers and externally to clients of the firm Training and mentoring Analysts within the team Qualifications: 2-4 years experience in investment banking, industrial and/or rental services experience a plus Strong Microsoft Excel skills essential Successful candidates must have particularly strong quantitative, writing and interpersonal skills Elevated attention to detail and consistency in work product Strong work ethic and team player Organized and proactive Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter We take a very team-oriented approach to investment banking, and therefore, also focus on team chemistry in our hiring process. Compensation: This salary range is specific to the City of Baltimore and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
    $150k-170k yearly 60d+ ago
  • NHL Street - Youth Floor Hockey Referee

    Acac 4.1company rating

    West Chester, PA jobs

    Part-time Description NHL Street - Youth Floor Hockey Referee About the Role NHL Street is seeking dependable, confident, and energetic referees to officiate youth floor hockey games in a fun, fast-paced, and community-focused environment. As a Youth Floor Hockey Referee, you'll help create a safe, fair, and exciting experience for players while upholding the NHL Street standards of sportsmanship and integrity. What You'll Do • Officiate games across various age divisions with fairness, consistency, and professionalism. • Enforce NHL Street and league rules while keeping the game flowing smoothly. • Promote positive conduct and sportsmanship among players, coaches, and spectators. • Provide clear and calm explanations of calls and rules when needed. • Assist with setup and takedown of equipment before and after games. • Report injuries, incidents, or concerns promptly to the Youth Program Director. • Serve as an active, visible representative of NHL Street to players, families, and the community. • Arrive prepared, on time, and ready to officiate every assigned game. Requirements What You Bring Required Skills & Experience • Basic knowledge of floor hockey rules and gameplay. • Ability to make fast, impartial decisions under pressure. • Strong communication and conflict-resolution abilities. • Interest in youth development and creating a positive game-day experience. • Prior referee experience preferred. Physical Requirements • Ability to move quickly, run short distances, and stay on your feet for the duration of a game. • Comfortable standing, walking, squatting, and signaling clearly throughout gameplay. • Able to lift or move up to 15 lbs of equipment as needed. Company Expectations • Read, sign, and abide by the policies included in the Team Member Handbook • Park in team member-designated areas • Club cleanliness is an all-team responsibility; assist whenever necessary in any area of the club to keep the club neat and clean • Assist with Service Days • Assist with acac programs, special events, or activities outside your department • Promptly return messages • Exhibit a positive attitude at all times • Deliver five-star service to members and guests with friendliness, direct eye contact, and a pleasant demeanor at all times Affirmative Action/EEO statement acac is an equal opportunity employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, age, national origin, ancestry, citizenship, disability, or veteran status. Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $50k-101k yearly est. 19d ago
  • Document Specialist (Part-Time)

    First National Bank of America 4.0company rating

    Lansing, MI jobs

    First National Bank of America is seeking a friendly and professional Document Specialist to join the Records Management Department. This position helps manage the flow of documents in an efficient and effective manner. The Document Specialist is a process driven position and you must have the ability to consistently take on and complete similar tasks. We are looking to fill 20-30 hours per week. The hours can be flexible within the Monday - Friday 8am-5pm business hours to fit a part-time schedule. Responsibilities: Prepping and scanning of documents Importing and indexing documents electronically Mail center processes for our loan servicing group Delivering, boxing, tracking, and storing documents Audit Electronic files Qualifications: Great attention to detail Prioritize multiple tasks simultaneously Ability and willingness to do repetitive tasks on a regular basis Knowledge of Microsoft Excel and Outlook are beneficial This position may require you to lift up to 20 pounds Employee benefits Discounted childcare Pet Insurance 401k with employer match Adjustable desks that can be raised or lowered to sit or stand Complimentary snacks At First National Bank of America , we are looking for exceptional individuals with a "servant's heart" or a natural humility that recognizes the importance of prioritizing others' needs. We celebrate and acknowledge efforts that exceed expectations, whether it's delivering added value to customers or supporting colleagues. Just as interest compounds over time, the little things we do can make a substantial difference. First National Bank of America recognizes that the quality of our people is the foundation for our success. Attracting exceptional individuals who value a challenging work environment that rewards the contributions of its people is the cornerstone of our hiring philosophy. Note: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required for this job. First National Bank of America uses E-Verify to confirm employment eligibility as per E-Verify guidelines. First National Bank of America is an Equal Opportunity Employer. #LI-Onsite
    $30k-37k yearly est. Auto-Apply 29d ago
  • Teller

    Arbor Financial Credit Union 4.0company rating

    Otsego, MI jobs

    Part-time Description Teller Benefit Highlights Paid vacation, personal, sick, holiday, volunteer & birthday time off 401(k) with 6% match and 4% profit-sharing contribution Loan and mortgage discounts + higher rates for savings Employee Assistance Program to prioritize your wellbeing Incentive bonus based on performance of the organization Schedules that work around student classes Starting Wage: $16 - $17.25/ hour, based on experience Location: Otsego, MI About The Role As a Part-Time Teller, you'll be the welcoming face of our credit union, helping members manage their finances with care, accuracy, and professionalism. This role offers the opportunity to build meaningful relationships while developing valuable skills to serve your future career. Where You're Headed Start your journey at Arbor as a Teller and grow right where you are - Teller II and III growth track promotions possible (with a pay increase). Many of our leaders began in this role! With advancement opportunities and access to internal openings in departments like lending, marketing, IT, HR, and finance, your future is full of possibility. What You'll Do Process deposits, withdrawals, payments, check cashing, fund transfers, and more Balance your cash drawer daily Assist members with account inquiries, debit card replacements, online banking, and direct deposit letters Recommend products and services that support members' financial goals Maintain accurate member records and stay current on our offerings Ensure compliance with policies, procedures, and regulatory requirements Support branch operations with clerical tasks Is This You? High School Diploma or equivalent 6 - 12 months of cash handling/customer service Strong attention to detail, organizational, problem-solving, communication, and interpersonal skills Professionalism in conduct, communication, and appearance Proficiency in basic computer operation Ability to work collaboratively in a fast-paced environment with frequently changing priorities Preferred But Not Required: College degree, retail banking experience, familiarity with Fiserv DNA, proficiency in MS Office Hours: Flexible schedule 24-28 hours per week, with one Saturday off each month Why Join Arbor? For over 90 years, Arbor Financial Credit Union has helped members and employees thrive. We've built a workplace grounded in our core values: Work Together, Do the Right Thing, Be Creative, and Have Fun. Here, you'll enjoy meaningful work, growth opportunities, caring teams, and great benefits. Visit our website to discover what makes us exceptional and apply in minutes: *************************
    $16-17.3 hourly 13d ago
  • City Manager

    International City Management 4.9company rating

    Walker, MI jobs

    The City of Walker is a friendly, family-oriented community that has a nice balance between suburban comfort and easy access to amenities and nature. The city is known for a safe, quiet, and clean vibe - with well-kept landscaping, good schools, and a high homeownership rate, giving it a stable, welcoming feel. Residents and visitors alike value the abundant parks and trails-including Millennium Park-plus local restaurants and neighborhood businesses, creating a close-knit yet vibrant local economy and social life. Population statistics, walkability, and affordability all contribute to Walker's popularity, especially for families and young professionals seeking a mix of suburban space and community-minded living. The City of Walker is in Kent County and is a suburb of Grand Rapids. Walker borders Grand Rapids to the north and west. The city was organized as a township in 1837 and later incorporated as a city in 1962. It is home to the headquarters of Meijer and Bissell. Walker is a home rule city and operates under a Commission-Manager form of government, with a mayor and six commissioners. City government is represented by three wards, each with two elected commissioners and an elected mayor. The Mayor and City Commission are elected in even years with staggered terms. There are term limits for elected officials with a maximum of two terms per role. The city levies an income tax of 1 percent on residents and 0.5 percent on nonresidents. The Mayor and City Commission appoint a City Manager to manage the day-to-day operations of the city. The city has 128 full-time employees, 42 part-time employees, 62 seasonal employees, and 18 paid-on-call firefighters. The city is financially stable with a general fund budget of $27.5 million and a total budget of $58.7 million. The City's current city manager will be retiring after 28 years of service, and the City Commission is seeking its next city manager. DEADLINE January 19th, 2026
    $82k-113k yearly est. 9d ago
  • CSR/Teller - Eastland, OH - Part-Time

    Fifth Third Bank, N.A 4.6company rating

    Columbus, OH jobs

    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: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. 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: Customer Experience: - Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met - Provide follow up to customer questions and find solutions to address issues - Be responsive and timely with correspondence to keep lines of communication open and clear - Maintain a position of trust and responsibility by keeping all customer business confidential - Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior. Operations: - Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. - Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed. - Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. - Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary. - Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. Referrals: - During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation - Build and maintain a working knowledge of the Retail products and services offered - Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: - High school diploma/GED. - Work involves extensive cash handling.- Work involves contact with the public, adhere to dress code guidelines. - Must have the ability to interact comfortably and confidently with the public. - Position requires knowledge of retail policies and procedures, to perform the essential duties. - Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution. - Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity. - Need to have flexibility in scheduling. WORKING CONDITIONS: - Normal office environment. - Extensive viewing of computer screens. CSR/Teller - Eastland, OH - Part-Time 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 -- Columbus, Ohio 43232 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.
    $31k-36k yearly est. 20d ago
  • Part-time Universal Banker I- Valparaiso

    Peoples Bank 4.5company rating

    Valparaiso, IN jobs

    This is a great opportunity for a part-time Universal Banker I located at our Valparaiso Banking Center. Provide prompt, efficient and friendly service to ensure an excellent customer experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills. DUTIES AND RESPONSIBILITIES Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity Always maintains integrity, including keeping all Bank business and information confidential Regularly engages customers to understand needs and make appropriate product and service recommendations Easily assists customers with routine questions and account maintenance requests Will make progress to become proficient in the following: Process vault transactions - including balancing and all other required daily transactions Open and close banking center (including all end of day processing) All required operational activities of the teller line Has knowledge of the Bank's security system and assists in testing alarms Assists in completing all required reports Experience, knowledge and proven sound decision-making lead to higher limits and authority QUALIFICATIONS High school diploma or its equivalent Six months of customer service/cash handling experience required Experience with Microsoft Office Suite required Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines ABOUT US For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey. Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents. At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn. For more information on benefits visit the Careers page of our company website at *********************************************** Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Equal Housing Lender/ Member FDIC
    $30k-34k yearly est. 16d ago
  • Client Relationship Manager

    Ameriprise Financial 4.5company rating

    Charleston, WV jobs

    About the Role: We are seeking a highly organized and client-focused Client Relationship Manager to join our independent financial advisory practice, The Evans Group, affiliated with Ameriprise Financial. This role is critical to ensuring smooth daily operations and delivering an exceptional client experience. You will manage administrative processes, coordinate client communications, and assist with scheduling, compliance, and other various activities that help to ensure that our client's receive the best possible customer experience. This is a part-time position designed for individuals seeking flexibility while still pursuing meaningful professional growth and contributing to a high-performing team. It is ideal for candidates who value flexibility but are driven to excel, learn, and make a real impact in a dynamic business environment. You will be joining a team committed to fostering your success by offering continuous opportunities for personal and professional growth within a supportive business setting. The Evans Group is an Equal Opportunity Employer. Key Responsibilities: * Serve as the first point of contact for clients-answer inbound calls and greet clients during visits. * Manage scheduling for client meetings, including sending invitations, reminders, and follow-ups. * Prepare agendas and ensure meeting readiness, including compliance folders and materials. * Maintain and update client records, including meeting notes, tasks, and client communications. * Handle scanning, electronic filing, and document storage in appropriate systems. * Process mailings, paperwork for signatures, and confirm receipt of client checks. * Monitor and respond to client messages, when appropriate, and log relevant communications. * Manage office inventory and supplies; order as needed. * Oversee invoicing and payment tracking. * Assist with new business processing and compliance recordkeeping. * Organize welcome baskets, retirement gifts, and special occasion cards. * Support financial planning deliverables by posting documents to required systems. * Provide administrative support for advisor email and voicemail management. Performance Metrics: * Accuracy and timeliness of work. * Positive client feedback. * Resolution of client service issues. * Implementation of process improvements and creative ideas. Qualifications: * Financial services experience preferred but not required. * Strong attention to detail and organizational skills. * Excellent verbal and written communication abilities. * Ability to manage multiple priorities and meet deadlines. * Professional phone etiquette and client service orientation. * Familiarity, or adaptability, with compliance requirements in a financial advisory setting. * Positive attitude and willingness to learn and grow. Requirements: * Position requires you to be onsite. This position is open to local candidates only; relocation not provided. Salary: * $37,500 per year At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Part time
    $37.5k yearly Auto-Apply 27d ago
  • CSR/Teller - Eastland, OH - Part-Time

    Fifth Third Bank 4.6company rating

    Columbus, OH jobs

    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: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. 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: Customer Experience: • Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met • Provide follow up to customer questions and find solutions to address issues • Be responsive and timely with correspondence to keep lines of communication open and clear • Maintain a position of trust and responsibility by keeping all customer business confidential • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior. Operations: • Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. • Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed. • Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. • Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary. • Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. Referrals: • During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation • Build and maintain a working knowledge of the Retail products and services offered • Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: • High school diploma/GED. • Work involves extensive cash handling. • Work involves contact with the public, adhere to dress code guidelines. • Must have the ability to interact comfortably and confidently with the public. • Position requires knowledge of retail policies and procedures, to perform the essential duties. • Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution. • Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity. • Need to have flexibility in scheduling. WORKING CONDITIONS: • Normal office environment. • Extensive viewing of computer screens. CSR/Teller - Eastland, OH - Part-Time 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 -- Columbus, Ohio 43232 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.
    $31k-36k yearly est. Auto-Apply 19d ago
  • Teller I - Part Time - Georgetown KY (Georgetown)

    Peoples Exchange Bank 3.8company rating

    Georgetown, KY jobs

    Peoples Exchange is built on tradition, service and trust. Since the first meeting of original charter board members, we have been locally owned and operated. Our founders set high standards of excellence for our organization, our operations, and our people for over 100 years. We have always been proud to be a pioneer in our marketplace by offering banking products and services to benefit our friends in the communities we serve. As times change, so do the needs of our customers. Peoples Exchange will offer top notch customer services maintaining our hometown, friendly service that our customers have grown to expect. Peoples Exchange Bank is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, genetic information, disability, or veteran status. We are committed to providing a workplace that is based on merit and qualifications. Job Skills / Requirements To assist customers with their financial transactions, involving paying and receiving cash and other negotiable instruments. Welcomes customers and provides information regarding products and services available. Directs customers to appropriate products for their needs. Balance cash drawer and transactions daily. The Teller is expected to cross-sell products and meet market driven goals. The ideal candidate will have excellent customer service skills, a mathematical mind and able to multi-task. Employees must be able to pass the following pre screening: Credit Screening - The credit screening includes a credit history check, financial fitness check, and other non-specified criteria to confirm eligibility for a position. Background Screening - The background screening process includes a review of all federal and state civil and criminal charges for all locations you have lived at within the last seven years. Drug Testing - The drug test will be a urine test. We check for a number of substances including Marijuana. Employment and Education - The bank may also investigate the employment and education background of an employee. We reserve the right to deny or terminate employment based on the results of that review. Education Requirements (All) High School Diploma/GED Additional Information / Benefits Peoples Exchange Bank provides the following benefits at no cost to all full time employees: Life Insurance, Long Term Disability and Short Term Disability. Benefits: 401K/403b Plan This job reports to the Market Operations Manager This is a Part-Time position 1st Shift. Travel is not required Number of Openings for this position: 2
    $31k-35k yearly est. 60d+ ago
  • Part-time Universal Banker

    Peoples Bank 4.5company rating

    Valparaiso, IN jobs

    Job Description This is a great opportunity for a part-time Universal Banker I located at our Valparaiso Banking Center. Provide prompt, efficient and friendly service to ensure an excellent customer experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills. DUTIES AND RESPONSIBILITIES Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity Always maintains integrity, including keeping all Bank business and information confidential Regularly engages customers to understand needs and make appropriate product and service recommendations Easily assists customers with routine questions and account maintenance requests Will make progress to become proficient in the following: Process vault transactions - including balancing and all other required daily transactions Open and close banking center (including all end of day processing) All required operational activities of the teller line Has knowledge of the Bank's security system and assists in testing alarms Assists in completing all required reports Experience, knowledge and proven sound decision-making lead to higher limits and authority QUALIFICATIONS High school diploma or its equivalent Six months of customer service/cash handling experience required Experience with Microsoft Office Suite required Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines ABOUT US For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey. Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents. At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn. For more information on benefits visit the Careers page of our company website at *********************************************** Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Equal Housing Lender/ Member FDIC Job Posted by ApplicantPro
    $30k-34k yearly est. 15d ago
  • CSR/Teller - Eastland, OH - Part-Time

    Fifth Third Bank 4.6company rating

    Columbus, OH jobs

    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: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. 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: Customer Experience: * Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met * Provide follow up to customer questions and find solutions to address issues * Be responsive and timely with correspondence to keep lines of communication open and clear * Maintain a position of trust and responsibility by keeping all customer business confidential * Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior. Operations: * Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. * Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed. * Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. * Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary. * Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. Referrals: * During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation * Build and maintain a working knowledge of the Retail products and services offered * Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * High school diploma/GED. * Work involves extensive cash handling. * Work involves contact with the public, adhere to dress code guidelines. * Must have the ability to interact comfortably and confidently with the public. * Position requires knowledge of retail policies and procedures, to perform the essential duties. * Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution. * Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity. * Need to have flexibility in scheduling. WORKING CONDITIONS: * Normal office environment. * Extensive viewing of computer screens. CSR/Teller - Eastland, OH - Part-Time 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 -- Columbus, Ohio 43232 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.
    $31k-36k yearly est. Auto-Apply 20d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Plainfield, IN jobs

    Application Deadline: 01/11/2026 Address: 2609 E Main Street Job Family Group: Retail Banking Sales & Service Please note this opening is for a part-time (20 hour) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as needed to meet business requirements. Business hours are Monday-Friday only, this branch is closed on Saturday. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 8d ago
  • CSR/Teller - Willoughby South (Willoughby), OH - Part-Time

    Fifth Third Bank, N.A 4.6company rating

    Willoughby, OH jobs

    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: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. 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: Customer Experience: - Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met - Provide follow up to customer questions and find solutions to address issues - Be responsive and timely with correspondence to keep lines of communication open and clear - Maintain a position of trust and responsibility by keeping all customer business confidential - Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior. Operations: - Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. - Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed. - Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. - Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary. - Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. Referrals: - During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation - Build and maintain a working knowledge of the Retail products and services offered - Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: - High school diploma/GED. - Work involves extensive cash handling.- Work involves contact with the public, adhere to dress code guidelines. - Must have the ability to interact comfortably and confidently with the public. - Position requires knowledge of retail policies and procedures, to perform the essential duties. - Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution. - Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity. - Need to have flexibility in scheduling. WORKING CONDITIONS: - Normal office environment. - Extensive viewing of computer screens. CSR/Teller - Willoughby South (Willoughby), OH - Part-Time 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 -- Willoughby, Ohio 44094 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.
    $32k-36k yearly est. 13d ago
  • Part-Time Bank Teller

    Clear Mountain Bank 3.2company rating

    Reedsville, WV jobs

    Are you ready to jumpstart your career in the banking industry? Clear Mountain Bank is seeking a Part Time Teller to join our dynamic team in Reedsville, WV. As a Teller, you will have the opportunity to play a crucial role in providing outstanding customer service to our valued clients in a fast-paced, customer-focused environment. Your primary responsibility will be assisting customers with various teller services, including processing deposits and withdrawals, facilitating fund transfers, selling gift cards, and providing information on other available bank services. With your friendly demeanor and expertise in customer service, you will ensure that every customer interaction is positive and efficient. After all, you are the face of Clear Mountain Bank! clear mountain bank: what drives us? Clear Mountain Bank is a forward-thinking organization that embraces innovation and values teamwork. We care about our team and the communities we serve. Clear Mountain Bank is more than a local community bank; we are a team of passionate and dedicated individuals driven by integrity, value, service, and community. Thanks in large part to these standards, our team averages a tenure that doubles that of the national average. As our saying goes, we have roots where others have branches. And because of that, Clear Mountain Bank is committed to volunteering and supporting the various organizations in our community, as we have done for more than 130 years. do you think you'd be a good fit for this Teller job? Knowledge and key skills required for the position are: High School diploma or equivalent computer skills friendly & personable high level of integrity detail-oriented multi-tasker strong communication skills Your next step If this sounds like the right position for you, go ahead and apply. We'd love an opportunity to speak with you! Background and Drug Screening Required
    $24k-29k yearly est. 60d+ ago
  • CSR/Teller - Willoughby South (Willoughby), OH - Part-Time

    Fifth Third Bank 4.6company rating

    Willoughby, OH jobs

    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: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. 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: Customer Experience: • Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met • Provide follow up to customer questions and find solutions to address issues • Be responsive and timely with correspondence to keep lines of communication open and clear • Maintain a position of trust and responsibility by keeping all customer business confidential • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior. Operations: • Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. • Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed. • Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. • Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary. • Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. Referrals: • During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation • Build and maintain a working knowledge of the Retail products and services offered • Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: • High school diploma/GED. • Work involves extensive cash handling. • Work involves contact with the public, adhere to dress code guidelines. • Must have the ability to interact comfortably and confidently with the public. • Position requires knowledge of retail policies and procedures, to perform the essential duties. • Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution. • Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity. • Need to have flexibility in scheduling. WORKING CONDITIONS: • Normal office environment. • Extensive viewing of computer screens. CSR/Teller - Willoughby South (Willoughby), OH - Part-Time 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 -- Willoughby, Ohio 44094 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.
    $32k-36k yearly est. Auto-Apply 13d ago
  • Teller/Universal Banker

    Southern Michigan Bank & Trust 4.1company rating

    Union City, MI jobs

    Part-time Description Performs a variety of duties to provide customer service by explaining and processing financial services, and correct records by performing the following duties. All other duties and responsibilities as assigned. ESSENTIAL DUTIES, RESPONSIBILITIES, SKILLS: • Travel to multiple branches within county to assist where needed • Build and maintain customer relations by providing high quality service • Assist customer from start to finish acting as a full relationship manager • Interview customers to obtain information and proactively sell all bank products and services, including but not limited to Checking, Savings, Individual Retirement Accounts, Certificates of Deposits and Savings Bonds • Open new accounts using needs-based techniques • Discuss, sell, complete application and close consumer loans • Discuss, sell, and refer electronic services, Wealth Management and Commercial/Mortgage loan services • Solve branch operations matters • Understand and support marketing initiatives • Clean and organize branch/work area • Service, audit, and balance drawers, vault, TCRs, PTM, coin machine and other branch technology within established guidelines • Prepare, verify, and order incoming and outgoing cash shipments • Prepare and sign cashier's checks, loan checks, and wires within assigned limits • Open, close and lead the branch during absence of management • Close accounts when necessary • Discuss and process overrides for lesser experience tellers • Mentor/train incoming Tellers/Universal Bankers SUPERVISORY RESPONSIBILITIES: None QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and maintain confidentiality and professionalism. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: • High School Diploma or general education degree (GED); and one to three weeks training and at least one-year equivalent combination of education and experience. • Customer service, cash handling and banking experience preferred. • Attentiveness to detail. • Basic computer skills including Microsoft Word and Excel. • General math skills. • Jack Henry suite of programs including Xperience and Synapsys. • TCR, PTM, and coin machine knowledge. INTERPERSONAL SKILLS: This position is required to deal with internal as well as external customers, in a positive, “Quality Customer Service” manner. An open, willing to assist approach to work is expected along with the ability to work beyond their normal job duties as the situation requires. Interpersonal and problem-solving skills are required. This position will have access to highly confidential information that must be handled in a professional manner. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance, color vision, depth perception and ability to adjust focus. REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. WORK ENVIRONMENT: The noise level in the work environment is usually moderate/conversational.
    $30k-35k yearly est. 22d ago

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