58,866 Valley National Bank jobs in the United States

Retail Banking Associate

87106 Martineztown, New Mexico Fidelity Investments

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Job Description:

Do you genuinely enjoy making a difference in the lives of others? If you answered "yes " and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Albuquerque site.

In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.

What to expect

As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.

  • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
  • In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
  • Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
  • This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Skills You Bring

  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
  • Proficiency in navigating and troubleshooting basic technology issues or systems.
  • Handle a variety of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong social skills who brings energy and passion to the team
  • Minimum 1 year of customer service experience
  • High School diploma or GED required

The Value You Deliver

  • A passion for helping people
  • Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
  • Provide outstanding customer service and communication via voice or digital channels

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)

Shifts and Hours: Monday - Friday. Training hours are 7:30am - 4:00pm MST and post training must be able to work an 8hr shift between the hours of 7:00am - 10:00pm MST

Certifications: Category: Customer Service

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Retail Banking Specialist

33646 Tampa, Florida Beal

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Summary:

Come join Beal Bank's thriving retail banking team and bring your passion for great customer service! Our Retail Banking Specialists are part of a small, vital, hands-on team who provide exceptional frontline service and support to Beal Bank's current and prospective customers. In this essential role, you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, Beal Bank is known for our competitive rates, secure growth and great service.

This position is based at the Beal Bank Tampa location with working hours from 8am to 5pm Monday through Friday.

Essential Job Duties & Responsibilities (Include but are not limited to):
  • Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)
  • Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met
  • Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
  • Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers
  • Perform opening, closing and other branch duties
  • Balance cash drawer and assist with cash vault balancing
  • Open and process incoming mail
  • Complete logs, reports and control checks while maintaining a neat and organized work area
  • Answer incoming phone calls, address customer questions and concerns and escalate any problems or disputes to appropriate internal resources for resolution
  • Image documents and performing quality control checks
  • Practice branch security procedures and protect customer confidentiality and privacy
Qualifications (Education, Experience, Computer Skills, Certifications, Etc.):
  • Prior experience as a teller or new account representative preferred
  • Minimum 2-4 years customer service experience
  • High School diploma or equivalent required
  • Professional appearance and demeanor
  • Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications
  • Demonstrated good attendance and punctuality
  • Strong attention to detail with high concern for data accuracy
  • Customer service orientation with effective problem-solving and ability to maintain composure and a positive attitude when interacting with customers and team members
  • Outstanding listening and interpersonal communication skills, both written and verbal
  • Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines
  • Critical thinking and decision-making skills
  • Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast-paced environment
  • Self-motivated
  • Overnight and out of town travel is possible on occasion
Benefits options include:
  • Medical, dental and vision coverage
  • 401K with company match
  • 10 paid holidays
  • Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
  • Applicant may be eligible for annual discretionary bonus

No relocation assistance provided.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.

Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process. Please see our California Consumer Privacy Act Policy at for details.

No relocation assistance provided.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA

Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.
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Retail Banking Trainer

84190 Salt Lake City, Utah Zions Bancorporation

Posted 10 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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Branch/Retail Banking Clerk

79701 Midland, Texas Robert Half

Posted 3 days ago

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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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Branch/Retail Banking Clerk

79772 Coyanosa, Texas Robert Half

Posted 3 days ago

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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

28815 Asheville, North Carolina Robert Half

Posted 8 days ago

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Description
We are looking for a meticulous Senior Teller to join our team on a contract basis. In this role, you will provide exceptional service to members by handling a variety of banking operations while promoting the credit union's products and services. Based in Asheville, North Carolina, this position offers an opportunity to engage directly with members and contribute to their financial well-being.
Responsibilities:
- Greet members and visitors warmly, ensuring attentive and efficient service.
- Promote and recommend credit union products and services tailored to members' needs.
- Open new membership accounts and assist members with account transactions, including deposits, withdrawals, and loan payments.
- Resolve member inquiries or complaints, escalating issues when necessary.
- Perform account maintenance tasks such as updating joint ownership details and address changes.
- Manage the consumer loan process from application review to closing, ensuring compliance with lending policies.
- Refer mortgage loan requests to appropriate staff and maintain clear communication throughout the process.
- Handle cash drawer operations, including opening, balancing, and closing, while adhering to branch cash limits.
- Assist with vault management and other branch-related responsibilities as needed.
- Provide financial counseling and recommend appropriate deposit or loan products to meet members' financial goals.
Requirements - Minimum of 2 years of experience in retail banking or a similar role.
- Proficiency in handling cash transactions and maintaining accuracy.
- Strong knowledge of banking operations, including account management and loan processing.
- Ability to communicate effectively in English; bilingual in Spanish is preferred.
- Exceptional problem-solving skills and the ability to resolve member concerns efficiently.
- Familiarity with financial products and services offered by credit unions.
- Adept at multitasking and managing responsibilities in a fast-paced environment.
- Commitment to delivering excellent customer service and fostering positive member relationships.
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

79360 Prairie View, Texas Robert Half

Posted 16 days ago

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Job Description

Description We are looking for a dedicated Branch/Retail Banking Clerk to join our team in Seminole, Texas. As a key member of our banking operations, you will play a vital role in delivering exceptional service to individual and small business clients. This is a Contract to permanent position, offering an opportunity to grow within a supportive and detail-oriented environment.
Responsibilities:
- Engage with customers to understand their financial needs and recommend appropriate credit and non-credit banking products and services.
- Manage and maintain account relationships, providing ongoing support both in-person and through various communication channels.
- Process transactions accurately, including deposits, withdrawals, and other banking operations, while adhering to established policies.
- Operate teller windows efficiently and ensure compliance with all cash handling procedures.
- Assist clients in opening new accounts and completing consumer loan applications.
- Market banking services to existing and prospective customers to drive business growth.
- Stay informed about banking products and services to provide accurate information to customers.
- Uphold the highest level of customer service and professionalism in all interactions.
- Maintain accurate records and documentation for all transactions and customer interactions.
- Work collaboratively with team members to achieve branch goals and ensure smooth daily operations. Requirements - Previous experience in cash handling or retail banking is required.
- Familiarity with banking operations, including deposits, withdrawals, and transaction processing.
- Strong customer service skills with the ability to engage effectively with diverse clients.
- Proficiency in marketing financial products and services to individuals and small businesses.
- Certification or ability to become certified to operate teller windows and conduct banking transactions.
- Knowledge of account opening procedures and consumer loan applications.
- Excellent organizational skills and attention to detail.
- Ability to work flexible hours as required.
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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Director of Retail Banking

Atlanta, Georgia Citizens Trust Bank

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Job Description

Job Description

We’re Hiring!

Atlanta, GA – Director of Retail Banking

Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers.


We are committed to our institution’s values of Integrity , Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success.

By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth.

Interested in this position and meet the qualifications and requirements? Apply at . Questions? Contact us at .


POSITION SUMMARY:

Responsibilities include but are not limited to the following:

Retail Banking Management

  • Manages, directs, oversees, coordinates, and monitors the planning, development, implementation, production, sales goals, evaluation, and administration of all phases of Retail Banking, which include service, sales, operations, and financial center network
  • Increases and manages customer retention, engagement, and cross-sales revenue generation
  • Oversees, manages, and assists financial centers with meeting & exceeding established loan production and deposit growth goals; ensures a efficient and smooth lending delivery through all financial center channels
  • Engages and coaches team members on the development of a cohesive team sales culture within the financial centers; ensures that team members are knowledgeable and understands how to effectively identify cross sales opportunities
  • Coaches and provides lending and loan quality guidance and support to financial center leaders
  • Engages financial center team to take ownership of achieving personal and banking center goals
  • Cultivates relationships; leverages analytics for data-driven insights for customers’ needs and expectations
  • Drives a positive customer experience and ensures that exceptional customer services is provided throughout the financial center network; oversees and manages difficult and emotional customer situations
  • Collaborates with all business lines to develop strategies to identify business opportunities and mitigate possible threats
  • Attends, participates, promotes and represents the Bank at business, professional, and community events, functions, meetings, organizations, associations, programs, and activities to support and broaden Bank’s image and visibility and increase business development and other related opportunities
  • Plans and schedules proactive visits to existing and prospective customers; completes call, sales, and customer visits and reports; aggressively competes for loans, deposits, and other banking relationships, cross-sells all banking solutions; proactively reviews and evaluates customer deposit and other relationships; establishes effective and lasting business relationships; manages major customer relationships and new and existing referral sources
  • Increases employee retention, meets regularly with direct reports to review job performance, expectations, and develop performance goals and objectives; develops career development strategies with direct report to foster professional growth development and mentor future company leaders; engages, monitors, and develops staff to improve performance and/or enhance capabilities; implements corrective actions plans
  • Monitors and maintains training and support structures to ensure that all team members are highly trained and receive applicable and effective training needed to successful service customers and provide extraordinary customer service
  • Conducts regular bank location visits, reviews and assessments; oversees and ensures the proper maintenance of centers, oversees center related projects and activities
  • Reviews, updates, and develops policies, guidelines, and procedures for the Retail Banking Services to ensure compliance with State and Federal regulations and guidelines, and delivers customer service excellence; ensures that legal matters, security issues and daily operational functions are consistent and in accordance with the requirements of the regulators and sound banking practices
  • Makes quality hiring decisions of sales and service-oriented talent to assist with the success of the organization
  • Develops and implements a comprehensive strategic business and action plans, expectations, short and long-term goals and objectives for the Retail Banking Services, and drive volume growth and customer retention, and all its responsible functions to successfully increase growth and profitability and expand market share
  • Develops, implements, monitors, and manages the annual budget for Retail Banking Services
  • Oversees and improves overall efficiency, processes, and systems across the Financial Center network to ensure effective operations
  • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely

Customer Service and Sales Management

  • Provides extraordinary customer service and demonstrates excellent telephone skills with a genuine interest in serving customers and the ability to collaborate and build good cross-functional business relationships; ensures that all customer inquiries and requests are responded to in a timely and appropriate manner
  • Develops and maintains a sales culture and sales focused environment within the financial center team that focuses on business relationship expansion, sales, referral sources, customer service excellence and retention
  • Monitors and assesses regularly to ensure that all customers consistently receive extraordinary customer service from all financial center team members
  • Oversees and manages customer service survey and assessment programs
  • Conducts effective sales and customer service training classes; ensures team members understand how to identify cross sales opportunities
  • Educates team on all banking solutions, services, and products offered by bank
  • Develops, updates, and implements appropriate award, recognition, and incentive programs
  • Introduces new banking solutions and services, expands business and growth opportunities, and increases banking relationships
  • Manages and tracks sales, production, and performance to objectives, goals, and expectations
  • Creates and develops performance measurements and monitoring tools and resources
  • Monitors account statistics and qualifies internal sales leads to identify opportunities and create an effective sales strategy for the team
  • Utilizes resources, data, and relationships to prepare for business and relationship expansion calls
  • Reviews, evaluates, manages, and ensures appropriate delivery of consistent training to generate expected results
  • Completes competitive analysis, reviews, and monitors banking fees, rates and market trends to ensure that the Bank is serving the community to its highest level

Operations

  • Works closely with the Bank Operations to ensure effective financial center operations and customer service excellence
  • Reviews, analyzes data, recommends, and implements new business, services and banking solutions
  • Assesses, identifies, develops, and implements internal controls and safeguards to minimize and eliminate bank losses, fraud, risks and exposure
  • Monitors, manages, and ensures that policies, procedures, and controls are followed and compliance and security related concerns are resolved effectively
  • Prepares and develops reports, documents, and communication
  • Performs cost saving assessments and implements effective changes
  • Collaborates with management across business lines to help ensure retail banking success

Other Duties

  • Maintains a sound and comprehensive working knowledge and understanding of all bank policies, procedures, guidelines, rules, expectations related to areas of responsibilities and banking solutions and services offered by the Bank, its subsidiaries, strategic alliances, third-party service vendors and competitors
  • Delivers excellent quality customer service consistently and adheres to response turnaround standards
  • Maintains professional and technical knowledge; stays abreast of all aspects of banking, business development, industry trends, laws and regulations, developments, practices, programs, products, and services
  • Leads initiatives, adds value, supports the Bank’s vision, mission, core values, business principles, goals, and objectives
  • Adheres to all policies, procedures, expectations, laws, regulations and training requirements
  • Exceeds all established position goals, objectives and expectations.
  • Attends, assists and participates on bank committees and in community-related events, projects, and other activities
  • Demonstrates consistent professional appearance, behavior, image, high level of integrity, ethics and consistently represents the CTB Brand
  • Manages other assigned functions and performs other duties and responsibilities as assigned

QUALIFICATIONS:

  • Minimum seven years of proven regional retail branch management, sales, business development, consumer and small business lending, and operations experience in a banking environment
  • Strong credit and retail banking market knowledge, understanding, and assessment skills
  • Bachelor’s degree in business administration, management, communication, finance or related field
  • Highly resourceful team player with excellent presentation, interpersonal, relationship building, leadership, organizational, in-depth sales technique and sales coaching skills are essential
  • Excellent quality customer service, sales, and telephone skills with a genuine interest in serving customers and the ability to collaborate and build good cross-functional business relationships
  • Strong analytical, technical, problem resolution, project management, strategic and critical thinking, research and negotiation skills
  • Technology-savvy and proficient in using advanced Microsoft Office (Excel, Word, PowerPoint, etc.) and Google Suite, with the ability to implement innovative solutions; strong knowledge and understanding of the FIS Horizon core Banking system
  • Expert level written and verbal communication and diplomacy skills with the ability to communicate clearly, concisely, persuasively, informatively, tactfully and effectively work across all levels of the organization
  • Outgoing and trustworthy with the ability to effectively handle and maintain confidential matters and information
  • Demonstrated ability to use accurate and great judgment, discretion, and reasoning, as well as make sound business decisions, comprehend, and follows directions and instructions
  • Demonstrated ability to conduct and facilitate effective meetings, sales and customer service training classes
  • Ability to work in a fast-paced, high performance and changing environment, and must be able to adapt to change
  • Must be able to demonstrate and maintain a positive composure and consistently demonstrate professional appearance, demeanor, image, and consistently represents the CTB Brand
  • Ability to produce accurate and organized work with minimum supervision
  • Must be a self-starter who is self-motivated and directed with the ability to handle multiple tasks; goal oriented with the ability to produce quality results, meet all established goals, objectives, deadlines, and expectations; ability to comply with all bank policies, procedures, regulations, and laws
  • Ambitious with a strong work ethic and high integrity, positive behavior, ability to work both independently and as a part of a team in a collaborative environment; detailed-oriented with excellent time management and strategic planning skills
  • Exceptional creativity with the ability to prioritize work and meet deadlines
  • Must be mature, flexible and energetic with a competitive and winning spirit
  • Assertive and demonstrates initiative with the ability to work through situations and find win-win solutions
  • Ability to travel to all financial centers regularly

Citizens Trust Bank is committed to investing in our employees, cultivating a rewarding professional team and a results-oriented work environment that is based on respect, accountability, and high-quality performance. We offer competitive compensation and a comprehensive employee benefits package for our full-time employees. Our benefits package includes the following:

  • Medical, Dental, Vision and Prescription
  • 401(k) Retirement Plan
  • Life Insurance
  • Accidental Death & Dismemberment
  • Short&/Long Term Disability
  • Flexible Spending Plan
  • Paid Time Off, Vacation and Holiday Pay
  • Tuition Reimbursement
  • Employer Assisted Housing Program

EEO/AA

  • Wholesale Membership Program
  • Wellness Program
  • Employee Assistant Referral Services (EAP)
  • Legal Shield Program
  • Group Cancer & Accident Insurance Programs
  • Worker’s Compensation Program
  • Free Banking Services
  • Awards and Recognition Programs
  • Training & Development Programs and much more

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Personal Banker, Retail Banking

Fayetteville, Arkansas First Convenience Bank

Posted today

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Job Description

Job Description * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

* Evaluate new and existing customer relationships and recommend bank products and services to support their financial success

* Follow established policies in accordance with the bank and the supervisor s direction

* Accountable for the personal achievement of monthly new account production as assigned by upper management

* Participate in an active sales environment that may require in-store aisle prospecting

* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations

* Receive cash and checks for deposit, verify amounts, and look for check endorsements

* Examine cash carefully to guard against acceptance of counterfeit checks and identification

* Enter transactions into computer and issue customer receipts

* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit

* Process western union wires and cash advances

* Cross-sell bank services and products

* Provide bank services to a diverse customer base, including a large Spanish speaking population

* Perform other tasks requested by supervisors as they relate to the bank and its functions

* Environmental and Physical Requirements:

* Operate a computer and other office machinery

* First Convenience Bank
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Personal Banker, Retail Banking

Eugene, Oregon Banner Bank

Posted today

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Job Description

Please take time to review Banner Bank's Consent & Privacy notice before applying.

Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.

With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. Youll also present tailored solutions that meet the clients specific financial needs or refer clients to other lines of business as appropriate.

~ Client Relationship Consultant Requirements

~1 or more years of Client Relationship Consultant experience or similar experience required

~ NMLS registration or ability to obtain required

~ A passion for providing superior client service

~ Ability to analyze client needs and make appropriate recommendations based on financial data

~ Effective communication and advisory ability

~ Our Process:

~ Complete a simple application and answer a few questions

~ Take a quick assessment that gives us a little more insight on your work style

~ Have a phone interview with the manager or recruiter

~ Have an on-site interview with the manager and another key member or two of the team

~ Get an offer if its the right fit for you and Banner

~ Start working after a background check and kick-off an amazing career

~ Compensation & Benefits

~ Targeted starting hourly range (based on experience): $8 .00 - 25.20/hr

~ Incentive potential

~ Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life

~ Paid vacation time, sick time and 11 company paid holidays

~401k (with up to 4% match)

~ Tuition reimbursement

~ Get more information at: Employee Benefits | Banner Bank



Banner Bank
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