29,171 Retail Banking jobs in the United States

Retail Banking Trainer

84190 Salt Lake City, Utah Zions Bancorporation

Posted 27 days ago

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Job Description

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
+ Conducts in-person or virtual training sessions for focused on retail banking products, processes and procedures.
+ Assists in locating, administering and delivering training content, modules and programs for new and existing employees to optimize individual and department performance.
+ Assists organization with determining training needs and effective instructional methods.
+ Responsible for maintaining current curriculum to ensure compliance with existing policies and procedures.
+ Schedules and maintains training calendar.
+ Assists with assessing training effectiveness.
+ Creates necessary training materials for classes such as workbooks, job aids, exercises and reference tools.
+ Maintains records on all training provided.
+ Tracks, measures and evaluates the progress and performance of those involved in the training courses.
+ May select and/or develop teaching aids and facilitator reference material as required.
+ Some travel required.
+ Other duties as assigned.
Qualifications
+ Requires a high school degree and 1+ years of experience in training methods and practices, writing, communications development or other directly related experience.
+ Experience with retail banking processes, procedures, and products.
+ Some experience in course development preferred.
+ A combination of education and experience may meet qualifications.
+ Working knowledge of training techniques, practices and methodology.
+ Knowledge of retail banking processes, procedures, and practices.
+ Knowledge of banking products and services.
+ Knowledge of curriculum development, processes and procedures a plus.
+ Ability to write/rewrite training materials.
+ Good presentation and people skills.
+ Must have good computer, time management and effective communication skills, both verbal and written.
+ Ability to conduct and facilitate training courses.
+ Ability to evaluate, track and analysis training effectiveness.
Benefits:
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
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Retail Banking Officer

Springfield, Massachusetts Country Bank for Savings

Posted today

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Job Description

Job Description

Being a Country Bank team member has a lot of perks! Our competitive total compensation package and comprehensive benefit package include:

  • Medical, dental and vision insurance, a 401(k) Plan with a generous employer contribution plus match;
  • Income protection benefits;
  • Educational assistance and tuition reimbursement benefits;
  • Generous total paid time off, and more!

Country Bank is a growing mutual community bank with locations in Hampden, Hampshire and Worcester counties. We are Made to Make a Difference in the lives of our customers, our communities, and for our team members every day since 1850. It is our people that drive our success and create our inclusive and engaging culture. We’re excited to meet you to discuss our career opportunities and how you can make a difference as a part of our growing Retail Banking team!

About the Job:

We're excited to announce an opportunity for the position of Retail Banking Officer of our new Springfield Banking Center ! Under the direction of the Vice President, Regional Manager, this position is responsible for banking center sales, customer growth and the retention of all existing relationships in an assigned market region. Leads the banking center team in contributing to the Bank’s overall goals through active participation in sales management, calling programs, community relations and the delivery of exceptional customer service. This role oversees all aspects of operations in the banking center, as well as strategizing and developing sales plans for designated market locations. Provides strong leadership to develop staff to reach the maximum of their potential.

The hiring range for this position is $70,000 to $95,000.

This position is Full Time, 38 hours weekly.

Essential Duties and Responsibilities (Other Duties May be Assigned):

  • Oversees all aspects of banking center operations, and aligns all activities and resources to achieve Bank goals. Ensures a consistently positive customer experience at assigned banking center location by leading the banking center team to deliver exceptional customer service and achieve trusted advisor relationships with each customer interaction.
  • Fosters an active and positive sales culture in the banking center by developing and coaching to sales strategies and initiatives as well as strategic business development plan. Supports sales promotions and promotional campaigns through positive communication and engagement.
  • Develops new customer relationships by conducting outbound calls, building centers of influence and using additional sales tools to meet established sales and service goals and objectives. Works to expand existing customer relationships through ongoing customer outreach. Responsible for mortgage, commercial loan, cash management, and merchant service referrals to other applicable internal business lines.
  • Represents the Bank through visible leadership involvement in various community-related activities, board positions and networking opportunities to promote brand awareness and generate and foster new and existing business relationships. This may include extended and or weekend hours.
  • Ensures effective communication to staff on all policies, procedures, Bank-wide initiatives or operational changes. Facilitates banking center meeting discussions regarding leadership, employee development, product knowledge, sales and goal objectives.
  • Opens new accounts, conducts all other advanced customer service transactions. Demonstrates sound knowledge of Bank products and services.
  • Originates and closes consumer and home equity lines of credit loans and Small Business Express loans.
  • Serves as a subject matter expert in the banking center, including policies, market trends and sales efforts. Attends meetings, training classes, webinars and seminars appropriate to job responsibility to stay current and knowledgeable of banking trends and all Country Bank products and services.
  • Responsible for running a cash drawer as needed, and maintaining an excellent teller balancing record in compliance with the Bank’s established Retail Banking Balancing Standards.
  • Assists working weekend days in banking center as needed.
  • Responsible for building long-lasting relationships with customers, community and colleagues through the embodiment of our Core Values: Integrity, Service, Teamwork, Excellence and Prosperity.
  • Other job duties, as assigned.

Knowledge and Skills

It is preferred that candidates for this role are bilingual, with the ability to speak Spanish fluently . It is required that the employee in this position can manage and lead a team, as well as work both independently to build and deepen customer relationships with internal and external customers. This employee should be able to interpret ideas and facts, while also analyzing and interpreting federal and state laws and/or regulations. This employee should have strong customer service and sales skills, as well as strong written communication skills and the ability to make effective presentations in a group setting.

This position requires intermediate knowledge of the Microsoft Office Suite, including Excel, Outlook, PowerPoint and Word. Strong knowledge of the Finastra core platform and operational processes, procedures and industry best practices is preferred.

Education and Work Experience

Candidates with an existing professional network within the Springfield area is preferred.

A Bachelor’s Degree or equivalent work experience is preferred. A minimum of five years’ experience in a banking environment is required. At least two years of coaching and supervising others, and proven experience of managing banking center teams is preferred.

The ability to acquire and maintain a Notary Public license is required. Must maintain active registration with the Nationwide Mortgage Licensing System.

May be required to become a Signature Guarantee/Medallion Stamp certified.

Working Conditions/Physical Requirements

This position is in a general Retail Banking Center environment and may require prolonged periods of standing and looking at a computer screen. Minimal physical effort is required but could include: repetitive motion of wrists and fingers; reaching over the counter; talking and hearing; and the ability to lift and/or move up to 50 lbs.

Country Bank is an Equal Opportunity Employer. Diverse applicants encouraged to apply.

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Branch/Retail Banking Clerk

79772 Coyanosa, Texas Robert Half

Posted 20 days ago

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Job Description

Description We are looking for a dedicated Branch/Retail Banking Clerk to join our team in Pecos, Texas. This Contract-to-Permanent position offers an excellent opportunity to build lasting relationships with customers while promoting a range of banking products and services. As part of our team, you will provide exceptional support both at the teller window and beyond, ensuring customer satisfaction and seamless banking operations.
Responsibilities:
- Assist customers by processing banking transactions accurately and efficiently at the teller window.
- Promote and market a variety of credit and non-credit banking products to individual and small business clients.
- Build and maintain strong account relationships through proactive communication and personalized service.
- Open new accounts and guide customers through the application process for consumer loans.
- Address inbound customer inquiries and resolve issues related to banking services.
- Utilize banking software to manage daily operations and ensure compliance with financial regulations.
- Collaborate with team members to enhance customer experiences and support branch goals.
- Handle cash and check transactions securely and in accordance with established procedures.
- Participate in ongoing training to stay updated on banking products, services, and operational policies.
- Provide support during Saturdays on a rotational schedule. Requirements - Minimum of 1 year of experience in a banking or financial services role.
- Proficiency in banking software and familiarity with daily banking operations.
- Strong customer service skills with the ability to handle inquiries professionally and efficiently.
- Knowledge of banking products, services, and transaction processes.
- Ability to work collaboratively in a team environment and contribute to branch success.
- Effective communication skills, both verbal and written.
- Detail-oriented with strong organizational and problem-solving abilities.
- Availability to work varying hours, including rotational Saturdays.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Branch/Retail Banking Clerk

79701 Midland, Texas Robert Half

Posted 20 days ago

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Job Description

Description We are looking for a Branch/Retail Banking Clerk to join our team in Midland, Texas. This Contract-to-permanent position offers an excellent opportunity to engage with customers, promote banking products, and provide high-quality service to individual and small business clients. Ideal candidates will have a strong background in customer service and banking operations.
Responsibilities:
- Assist customers by identifying their needs and recommending appropriate credit and non-credit banking products.
- Market a diverse range of financial services to both individual and small business customers.
- Manage account relationships by providing ongoing support and service both inside and outside the bank.
- Operate teller windows efficiently, ensuring smooth transaction processing and customer satisfaction.
- Open new accounts and guide customers through the account setup process.
- Process consumer loan applications accurately and in compliance with banking regulations.
- Utilize banking software to manage daily transactions and maintain accurate records.
- Handle inbound customer calls, resolving inquiries and providing information about banking services.
- Perform daily banking operations, including deposits, withdrawals, and account maintenance.
- Collaborate with team members to deliver excellent community banking services. Requirements - Minimum of 1 year of experience in retail banking or a related field.
- Proficiency in banking software and tools.
- Strong customer service skills with the ability to handle inquiries professionally.
- Knowledge of banking products, services, and operations.
- Familiarity with processing banking transactions and loan applications.
- Excellent communication skills, both verbal and written.
- Ability to work flexible hours, including every other Saturday.
- Certification or ability to become certified to operate teller windows and open accounts.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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VP, Retail Banking Manager

Moline, Illinois CBI Bank & Trust

Posted today

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Job Description

Job Description

Description:

Position Summary:

The Vice President, Retail Banking Manager leads the strategic direction, performance, and operational excellence of Retail Banking across the Knox, Warren, and Peoria County markets. This senior leadership role oversees a team of branch managers, providing coaching, guidance, and support to ensure alignment with the Bank’s mission, vision, and strategic goals. The VP is responsible for driving consistent and exceptional client experiences by fostering sales growth, ensuring service excellence, and maintaining regulatory compliance. Additionally, this role plays a vital part in market planning, talent development, and community engagement, while promoting cross-market collaboration and the sharing of best practices to elevate overall performance.


Essential Duties and Responsibilities:

Sales Leadership & Support

  • Provide strategic guidance and support to branch managers to achieve sales objectives.
  • Actively leads and coaches team members in cross-selling and referring appropriate banking products and services to effectively meet customer needs, enhance satisfaction, and drive business growth.
  • Participate in customer interactions to support relationship development and service excellence.
  • Represent the bank in community and civic events to enhance visibility and promote offerings.

Performance Monitoring & Accountability

  • Collaborate with branch managers to set and monitor sales, revenue, and income goals.
  • Analyze performance metrics and provide regular feedback and coaching to improve results.
  • Recognize and reward high-performing teams and individuals.
  • Ensure accountability for sales performance through regular reviews and evaluations.

Sales Strategy & Execution

  • Develop and implement the Retail Banking sales plan in alignment with organizational goals.
  • Support branch managers in business planning and execution.
  • Partner with HR to recruit, train, and retain top talent to meet sales and service standards.
  • Oversee the development and delivery of training programs focused on sales, referrals, and product knowledge.
  • Collaborate with IT/Operations to implement tools that enhance sales effectiveness.
  • Establish and maintain consistent sales policies, procedures, and performance benchmarks.

Coaching & Development

  • Leads performance growth coaching and training initiatives to enhance individual and team capabilities, drive results, and support organizational goals.
  • Set clear goals and communicate performance results across the retail market.
  • Provide ongoing coaching and mentorship to branch managers and retail staff.

Operational & Lending Support

  • Ensure compliance with loan policies and applicable state and federal regulations.
  • Reporting & Analysis
  • Prepare and review financial and analytical reports to support decision-making and performance tracking.

Campaign & Program Management

  • Coordinate and implement bank-wide retail product campaigns and initiatives.
  • Support CRA efforts through business development and community outreach.

Customer Experience & Service Quality

  • Resolve customer inquiries and complaints with professionalism and care.
  • Oversee customer service standards and performance across retail branches.

Leadership & Collaboration

  • Collaborate with fellow VP, Retail Banking Managers across all markets, and other departments to align strategic efforts and share best practices that drive organizational success.
  • Promote a culture of integrity, accountability, and mutual respect.

Compliance & Ethics

  • Ensure adherence to all bank policies, procedures, and regulatory requirements.
  • Uphold the organization’s commitment to diversity, equity, inclusion, and a harassment-free workplace.
Requirements:

Required Qualifications:

  • Bachelor’s degree in Business, Finance, or a related field, or an equivalent combination of education and relevant professional experience.
  • 8+ years of progressive experience in retail banking, including multi-branch management.
  • Proven leadership and team development skills.
  • Strong knowledge of banking products, services, and regulatory requirements.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to analyze financial data and market trends to inform decision-making.
  • Proficiency in banking software and Microsoft Office Suite.
  • Ability to travel to branches within your market.


Preferred Qualifications:

  • Experience with digital banking transformation initiatives.
  • Community involvement and strong local business network.

Benefits & Perks:

We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family.

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VP, Retail Banking Manager

Galesburg, Illinois CBI Bank & Trust

Posted today

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Job Description

Job Description

Job Description

Description:

Position Summary:

The Vice President, Retail Banking Manager leads the strategic direction, performance, and operational excellence of Retail Banking across the Knox, Warren, and Peoria County markets. This senior leadership role oversees a team of branch managers, providing coaching, guidance, and support to ensure alignment with the Bank’s mission, vision, and strategic goals. The VP is responsible for driving consistent and exceptional client experiences by fostering sales growth, ensuring service excellence, and maintaining regulatory compliance. Additionally, this role plays a vital part in market planning, talent development, and community engagement, while promoting cross-market collaboration and the sharing of best practices to elevate overall performance.


Essential Duties and Responsibilities:

Sales Leadership & Support

  • Provide strategic guidance and support to branch managers to achieve sales objectives.
  • Actively leads and coaches team members in cross-selling and referring appropriate banking products and services to effectively meet customer needs, enhance satisfaction, and drive business growth.
  • Participate in customer interactions to support relationship development and service excellence.
  • Represent the bank in community and civic events to enhance visibility and promote offerings.

Performance Monitoring & Accountability

  • Collaborate with branch managers to set and monitor sales, revenue, and income goals.
  • Analyze performance metrics and provide regular feedback and coaching to improve results.
  • Recognize and reward high-performing teams and individuals.
  • Ensure accountability for sales performance through regular reviews and evaluations.

Sales Strategy & Execution

  • Develop and implement the Retail Banking sales plan in alignment with organizational goals.
  • Support branch managers in business planning and execution.
  • Partner with HR to recruit, train, and retain top talent to meet sales and service standards.
  • Oversee the development and delivery of training programs focused on sales, referrals, and product knowledge.
  • Collaborate with IT/Operations to implement tools that enhance sales effectiveness.
  • Establish and maintain consistent sales policies, procedures, and performance benchmarks.

Coaching & Development

  • Leads performance growth coaching and training initiatives to enhance individual and team capabilities, drive results, and support organizational goals.
  • Set clear goals and communicate performance results across the retail market.
  • Provide ongoing coaching and mentorship to branch managers and retail staff.

Operational & Lending Support

  • Ensure compliance with loan policies and applicable state and federal regulations.
  • Reporting & Analysis
  • Prepare and review financial and analytical reports to support decision-making and performance tracking.

Campaign & Program Management

  • Coordinate and implement bank-wide retail product campaigns and initiatives.
  • Support CRA efforts through business development and community outreach.

Customer Experience & Service Quality

  • Resolve customer inquiries and complaints with professionalism and care.
  • Oversee customer service standards and performance across retail branches.

Leadership & Collaboration

  • Collaborate with fellow VP, Retail Banking Managers across all markets, and other departments to align strategic efforts and share best practices that drive organizational success.
  • Promote a culture of integrity, accountability, and mutual respect.

Compliance & Ethics

  • Ensure adherence to all bank policies, procedures, and regulatory requirements.
  • Uphold the organization’s commitment to diversity, equity, inclusion, and a harassment-free workplace.
Requirements:

Required Qualifications:

  • Bachelor’s degree in Business, Finance, or a related field, or an equivalent combination of education and relevant professional experience.
  • 8+ years of progressive experience in retail banking, including multi-branch management.
  • Proven leadership and team development skills.
  • Strong knowledge of banking products, services, and regulatory requirements.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to analyze financial data and market trends to inform decision-making.
  • Proficiency in banking software and Microsoft Office Suite.
  • Ability to travel to branches within your market.


Preferred Qualifications:

  • Experience with digital banking transformation initiatives.
  • Community involvement and strong local business network.

Benefits & Perks:

We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family.

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SVP, Regional Executive, Retail Banking

30118 Marietta, Georgia Bank OZK

Posted today

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Job Description

Job Purpose & Scope
Responsible for ensuring Banking Center leaders and their teams are consistently performing their roles with excellence. You will also cultivate positive working relationships with your peers, business partners, and the various departments that support Retail Banking, including Sales Effectiveness, Branch Administration, Human Resources, Deposit Operations, Marketing, Deposit Pricing, etc. Your leadership and ability to execute will enable Bank OZK to improve every day.
Essential Job Functions
+ Demonstrate a passion for delivering excellence and creating a high performing, diverse team that understands and enthusiastically embraces the Bank's vision, strategies, and goals, and wants to win together.
+ Meet regularly in person in your assigned offices to engage constantly and actively with team members, observe and monitor performance, and coach Banking Center Managers to ever greater skill.
+ Successfully execute the Bank's strategies and tactics for the region.
+ Ensure business growth that meets the Bank's standards for quality and profitability, customer satisfaction, and regulatory and operational compliance.
+ Support team members' client negotiations based on an understanding of the fundamentals of banking and Bank OZK's strategies.
+ Lead, coach, monitor, and develop your team to successfully execute against defined business development goals, operational effectiveness, and service standards. This includes, but is not limited to, ensuring your team is performing daily huddles, client needs assessments, and other Retail Sales Effectiveness processes according to established standards.
+ Address team member development, coaching, and performance matters in a timely and fair manner in collaboration with Human Resources and in accordance with Bank OZK's policies and guidelines.
+ Demonstrate accountability for business development-related key performance indicators and goals, in addition to new client growth, client expansion, exception pricing mitigation, fee waiver management, and other metrics as determined by management.
+ Collaborate effectively with operational partners to hold team members accountable to corporate operational standards and effective internal controls .
+ Coordinate and create synergies between multiple banking centers and line of business partners to focus on and achieve business objectives.
+ Anticipate and respond effectively to high pressure situations and an ever-changing banking environment constantly affected by economic cycles, labor market dynamics, technological advancements, regulatory changes, etc.
+ Monitor and analyze industry trends, competitive activity, and market changes to identify and keep senior management aware of your region's unique strengths, weaknesses, opportunities, and threats.
+ Ensure engagement in community activities to demonstrate community involvement and support, facilitate Bank branding/name recognition, and promote business development and recruitment efforts.
+ Identify, recruit, hire, and retain excellent talent to maintain a highly effective team.
+ Display a high degree of integrity, trustworthiness, professionalism, flexibility, and adaptability.
+ Follow Bank policies, procedures, and guidelines to protect clients, employees, and bank assets.
Knowledge, Skills & Abilities
+ Knowledge of business development techniques in a retail environment.
+ Knowledge of retail banking or ability and willingness to learn.
+ Ability to create and foster a pipeline of talent and a culture of growth where high performing team members see and understand career development opportunities.
+ Ability to demonstrate a continuous focus on quality, profitability, and efficiency in the pursuit of business growth.
+ Ability to think strategically and translate goals into actionable, detailed, day-to-day execution.
+ Ability to consistently deliver exceptional customer experiences.
+ Ability to effectively lead and manage all aspects of performance including people, operations, service, and business development.
+ Ability to demonstrate an understanding and belief that an individual's attitude and aptitude are the primary determinants of success.
+ Ability to strategically place people in roles and on teams that enable them to be fully engaged, contributing their unique strengths, gifts, and experiences to their roles.
+ Ability to communicate effectively both verbally and in writing.
+ Ability to demonstrate effective planning and organizational skills in a dynamic business environment.
+ Ability to adhere to Bank policies and procedures.
+ Skill in using computer and Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
Basic Qualifications
+ Bachelor's degree or commensurate work experience required
+ 5+ years of business development and retail leadership experience, preferably leading a minimum of 5-7 retail banking branches, required
+ Proven, consistent achievement of business growth goals and financial targets required
+ Experience managing, leading, and coaching professionals required
+ Comprehensive knowledge of bank products/services and regulations preferred
+ NMLS eligibility required; NMLS license preferred (required for lending activities)
Job Expectations
Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
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EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
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About the latest Retail banking Jobs in United States !

Head of Retail Banking Operations

32202 Jacksonville, Florida $190000 Annually WhatJobs

Posted 14 days ago

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full-time
Our client, a prestigious and established financial institution, is seeking a seasoned and strategic Head of Retail Banking Operations to lead their extensive retail network. This senior leadership position is based at their main hub in **Jacksonville, Florida, US**, and requires a significant on-site presence to ensure seamless management and strategic oversight. You will be responsible for optimizing the efficiency, effectiveness, and customer experience across all retail banking channels, including branches, online banking, and mobile platforms. This involves developing and implementing operational strategies, policies, and procedures that align with the bank's overall business objectives and regulatory requirements. Your key responsibilities will include managing departmental budgets, driving process improvements, implementing new technologies, and ensuring compliance with all relevant financial regulations. You will lead, mentor, and develop a large team of operational staff, fostering a high-performance culture focused on customer service and operational excellence. The ideal candidate will possess extensive experience in retail banking operations, with a proven track record of successfully managing large-scale operational functions and leading significant change initiatives. Strong leadership, analytical, problem-solving, and decision-making skills are paramount. You should have a deep understanding of banking products, services, and regulatory frameworks. Experience with digital banking platforms and a commitment to enhancing customer journeys are essential. This is a critical role that requires strategic vision, operational acumen, and the ability to drive profitability and growth within the retail banking sector. You will be instrumental in shaping the future of our client's retail banking operations in **Jacksonville, Florida, US**, and beyond. We are looking for a transformational leader who can deliver exceptional results and uphold the highest standards of integrity and service.
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Director of Sales Retail Banking

New York, New York Ninth Wave

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Job Description

Job Description

Salary: 120-150k + benefits + stock options + merit bonus

Director of Sales Retail Banking


Role Overview

We are looking for a high-energy, dynamic Director of Sales to join our growing team to drive sales of our SaaS platform in the Retail Banking space. In this role, you will identify sales opportunities with both existing Ninth Wave clients as well as new logos and bring them to a close. You will partner with teams such as Marketing, Technology, and Product, to deliver value that directly contributes to revenue and the success of our company. This role is ideal for a proven sales executive who relishes the opportunity to deliver value to clients with a truly differentiated product in a fast-growing and dynamic market. This role is based in our New York City office and follows the Company's current hybrid work policy.


Key Responsibilities:

Through thoughtful and aggressive prospecting, build a pipeline of prospects and upsell/cross-sell existing customer base in the retail banking space

Sell the value and benefit of Ninth Wave to senior executives in retail banking

Effectively communicate retail banking business and technical needs, identifying the best solution that addresses prospective client requirements that provide business value

Manage the sales cycle from prospecting to initial meetings to contract negotiation to close, driving revenue

Collaborate with the extended team (solutions engineer, legal, finance, executive leadership) through sales process and maintain constant communication across the team to support closings

Contribute to product by providing client feedback to help refine product features/functionality to meet client needs


Requirements:

Seven (7+) years of experience selling SaaS solutions to retail banks

Demonstrated ability to close business and exceed targets consistently

Exceptional ability to quickly build a prospect pipeline and create/expand existing networks

Goal oriented approach with customer-centric/solution selling principles and methods

A natural ability to collaborate and work with cross-functional teams to optimize for company outcomes

Experience in a start-up/high-growth firm preferred

Ability to travel

Represent company in trade shows to promote company and build relationships to create new revenue

Complies with the Company in-office policy

Collaborate in-person with teams at our New York City office to drive initiatives



Company Overview

Ninth Wave delivers secure data connectivity to financial institutions through a single point of direct integration to a universal suite of open finance APIs. With configurable controls, visibility, and insights into all data sharing and acquisition connections between aggregators, third-party apps, and internal applications, Ninth Wave empowers financial institutions and their customers with access and oversight to their connected apps, enabling secure data exchange in a holistic and scalable open finance ecosystem. Offering solutions for retail and commercial banks, wealth managers, credit card issuers, tax providers, and more, Ninth Wave provides unparalleled connectivity and universal compatibility to complex information systems.


Location: New York, NY

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Vice President of Retail Banking Operations

33130 Miami, Florida $150000 Annually WhatJobs

Posted 15 days ago

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Job Description

full-time
Our client, a prestigious financial institution, is seeking a dynamic and strategic Vice President of Retail Banking Operations to lead their expanding operations in Miami, Florida, US . This senior leadership role is responsible for overseeing all aspects of retail banking operations, ensuring efficiency, profitability, and exceptional customer service. The ideal candidate will have a deep understanding of banking regulations, risk management, and operational best practices within the financial services industry. You will lead a large team, driving operational excellence, implementing strategic initiatives, and fostering a culture of continuous improvement. Key responsibilities include managing branch operations, customer service functions, compliance, and technology integration related to retail banking. You will also be instrumental in developing and executing strategies to enhance customer satisfaction, optimize operational costs, and drive revenue growth. A Master's degree in Business Administration, Finance, or a related field is required, along with a minimum of 10 years of progressive leadership experience in retail banking operations. Proven experience in managing large teams, implementing operational improvements, and a strong understanding of financial products and services are essential. Excellent strategic planning, decision-making, and interpersonal skills are critical. You will work closely with executive leadership to align operational strategies with the overall business objectives. This is a highly influential position with significant impact on the organization's success. We offer a competitive compensation package, including bonus potential and comprehensive benefits, as well as opportunities for career advancement within a leading financial institution. If you are a visionary leader with a passion for operational excellence in banking, we invite you to explore this exceptional opportunity.
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