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| Latest CareerBuilder Jobs: Banking, US - 30 mile radius |
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Teller
5/13/2015 4:00:00 AM
Details: Teller Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets. Come Join Us. Tellers are the face of our company and represent Wells Fargo in the community. A Teller position with our team offers an opportunity to be part of one of America s greatest companies. You'll have exposure to a variety of responsibilities, people and experiences in a professional work environment - that's part of the fun! Our Expectation of our Tellers: Tellers introduce customers to new products and services, and generate leads for other members of the sales team to close. Every teller has her/his own scorecard with goals. Our best tellers constantly go the extra mile to greet customers, make them feel welcome and also engage customers to learn about their financial needs. An excellent teller processes between 20-25 customer transactions each hour with no mistakes through patience, attention to detail, and the ability to follow procedures. Every teller is responsible for maintaining and balancing a cash drawer. Under direct supervision, processes customer transactions within established guidelines. Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products for Wells Fargo partners, provides excellent customer service. Duties may include safe deposit, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop. At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others without being asked and want team members who are committed to the success of the team. Tellers will develop and improve their skills through training programs and regular feedback discussions with supervisors, which will help further their professional experience and improve their chances for even greater roles in the future. A teller position is the start of something really big. With an organization the size of Wells Fargo, there is no limit to what a truly motivated person can become with a little dedication and time. Wells Fargo believes in developing people!
Analyst, Mortgage Optimization
5/13/2015 4:00:00 AM
Details: Division: Mortgage FlsaStatus: Exempt EmploymentType: Regular Partners with Manager of Mortgage Optimization to develop and build reports, provide analysis of data on key trends and propose business solutions related to Mortgage Sales and Fulfillment. Focus on providing value-added analysis and recommendations to support business growth. DUTIES & RESPONSIBILITIES: * Plays a key role in the execution of financial analysis and in driving business results. o Prepares and analyzes daily, monthly, quarterly and annual reports. Investigates and documents unusual items. Prepares ad-hoc reports as needed based on business need and associated requests. o Performs maintenance on existing schedules and reports for changes to information. o Documents, evaluates and improves design of reports and processes to ensure that analytical tools evolve as business changes. o Develops trend analyses and other quantitative reports to determine business trends. * Analyzes business performance, makes recommendations for improvements and measures progress. Success will be measured by outcomes (i.e., business improvement). * In conjunction with the Manager of Mortgage Optimization, incumbent will lead the reporting and analysis of key areas including Fair Lending, Early Pay-Off (Wholesale) and other key metrics. * Establishes, fosters, and maintains working relationships with peers and management within Mortgage (Wholesale, Direct, Finance, Product, HR, etc.) and other key business partner groups external to the LOB (Community Affairs, Legal, Affiliates, etc.). o Attends meetings with peers to maintain knowledge of current and emerging issues and risks in respective focus areas. o Is an active participant in process improvement and problem resolution issues. * Will participate on key project teams as well as lead small projects related to Optimization efforts. * Works closely with Manager and Director of Optimization to develop metrics and variance analysis of actual results. Assists with the development of presentations and discussion documents to highlight business issues and opportunities. Creates and publishes graphic metrics to communicate business results and status. SUPERVISORY RESPONSIBILITIES: None
Retail Personal Banker I
5/13/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus onacquiringnewhouseholdsand/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible forprocessingtellertransactionsas well as working as a member of the platform staff. ESSENTIAL DUTIES & RESPONSIBILITIES: Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Establish close working relationships with assigned Business Partners (Mortgage, Business Banking Officers and Investment Executive), referring customers when appropriate to provide timely, holistic financial solutions. o Work with the Financial Center team to consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to Customer Service Representatives with respect to the sales and service process. Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Facilitate opening and/or closing procedures as a member of the platform staff as necessary. o Work with the Financial Center Manager and/or Customer Service Manager, to maintain efficient branch operations. o Process teller transactions and maintain a personal balancing record that is in line with policy. (Time spent on the CSR line will vary between 25%-60%, depending on branch staffing model and/or need.) SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker Associate
5/13/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of bankingproductsand services to meet existing and prospective customers' needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed toolsandinteracting with the staff for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Consistently meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management. o Meet or exceed monthly/quarterly KPI point goals as defined by sales force effectiveness (SFE) reporting. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Maintain a working knowledge of and utilize the Consultative Sales Process with every customer interaction. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs and referring commercial loan opportunity to the Business Banking partner. o Uncover consumer loan opportunities through utilization of the Consultative Sales and Service process during customer interaction and oversee the loan process until completion. o Consistently meet or exceed brokerage referral goals as set by Bancorp. If licensed, must achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the teller line and platform, phone prospecting, Membership Banking and attending various seminars and community eventsasneeded. o Actively participate in morning huddles, sales meetings and monthly staff meetings. o Actively participate in phone prospecting within the financial center, utilizing the appropriate tools provided. o Establish close relationships with assigned One Bank partners, such as Mortgage, Business Banking and Brokerage partners, to ensure that established goals for each business line are met. Provide guidance to the staff in the referral andsalesprocess. . Customer Service Function: o Provide a customer experience, as defined by Bancorp, that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty, and retention that provides a differentiated experience from otherfinancialinstitutions in the market place. o Respond to all customer inquiries and service requests, providing professional resolution of problems/issues in a timely manner; generally within 24 hours, referring complex issues to the Financial Center Manager. o Develop and maintain close relationships with the customer base of the financial center through knowledge of account ownership, active participation in lobby leadership, assisting the teller line, greeting customers by name, and adherencetocustomer service standards as outlined by Bancorp. . Operations Function: o Open and maintain full range of retail accounts and services. o Maintain a working knowledge of all security and risk controls in place to protect the Bank against criminal and fraudulent activities and unnecessary risk and exposure. o Responsible to keep up to date on all security protocols. o Ensure all account documentation is complete and proper signatures gathered and account documentation is properly secured and sent to imaging in a timely manner. o Perform opening and closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker Associate
5/13/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker II
5/13/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of bankingproductsand services to meet existing and prospective customers' needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed toolsandinteracting with the staff for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Consistently meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management. o Meet or exceed monthly/quarterly KPI point goals as defined by sales force effectiveness (SFE) reporting. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Maintain a working knowledge of and utilize the Consultative Sales Process with every customer interaction. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs and referring commercial loan opportunity to the Business Banking partner. o Uncover consumer loan opportunities through utilization of the Consultative Sales and Service process during customer interaction and oversee the loan process until completion. o Consistently meet or exceed brokerage referral goals as set by Bancorp. If licensed, must achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the teller line and platform, phone prospecting, Membership Banking and attending various seminars and community eventsasneeded. o Actively participate in morning huddles, sales meetings and monthly staff meetings. o Actively participate in phone prospecting within the financial center, utilizing the appropriate tools provided. o Establish close relationships with assigned One Bank partners, such as Mortgage, Business Banking and Brokerage partners, to ensure that established goals for each business line are met. Provide guidance to the staff in the referral andsalesprocess. . Customer Service Function: o Provide a customer experience, as defined by Bancorp, that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty, and retention that provides a differentiated experience from otherfinancialinstitutions in the market place. o Respond to all customer inquiries and service requests, providing professional resolution of problems/issues in a timely manner; generally within 24 hours, referring complex issues to the Financial Center Manager. o Develop and maintain close relationships with the customer base of the financial center through knowledge of account ownership, active participation in lobby leadership, assisting the teller line, greeting customers by name, and adherencetocustomer service standards as outlined by Bancorp. . Operations Function: o Open and maintain full range of retail accounts and services. o Maintain a working knowledge of all security and risk controls in place to protect the Bank against criminal and fraudulent activities and unnecessary risk and exposure. o Responsible to keep up to date on all security protocols. o Ensure all account documentation is complete and proper signatures gathered and account documentation is properly secured and sent to imaging in a timely manner. o Perform opening and closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker Associate
5/13/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker Traders Point
5/13/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker II- Acquisition
5/13/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of bankingproductsand services to meet existing and prospective customers' needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed toolsandinteracting with the staff for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Consistently meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management. o Meet or exceed monthly/quarterly KPI point goals as defined by sales force effectiveness (SFE) reporting. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Maintain a working knowledge of and utilize the Consultative Sales Process with every customer interaction. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs and referring commercial loan opportunity to the Business Banking partner. o Uncover consumer loan opportunities through utilization of the Consultative Sales and Service process during customer interaction and oversee the loan process until completion. o Consistently meet or exceed brokerage referral goals as set by Bancorp. If licensed, must achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the teller line and platform, phone prospecting, Membership Banking and attending various seminars and community eventsasneeded. o Actively participate in morning huddles, sales meetings and monthly staff meetings. o Actively participate in phone prospecting within the financial center, utilizing the appropriate tools provided. o Establish close relationships with assigned One Bank partners, such as Mortgage, Business Banking and Brokerage partners, to ensure that established goals for each business line are met. Provide guidance to the staff in the referral andsalesprocess. . Customer Service Function: o Provide a customer experience, as defined by Bancorp, that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty, and retention that provides a differentiated experience from otherfinancialinstitutions in the market place. o Respond to all customer inquiries and service requests, providing professional resolution of problems/issues in a timely manner; generally within 24 hours, referring complex issues to the Financial Center Manager. o Develop and maintain close relationships with the customer base of the financial center through knowledge of account ownership, active participation in lobby leadership, assisting the teller line, greeting customers by name, and adherencetocustomer service standards as outlined by Bancorp. . Operations Function: o Open and maintain full range of retail accounts and services. o Maintain a working knowledge of all security and risk controls in place to protect the Bank against criminal and fraudulent activities and unnecessary risk and exposure. o Responsible to keep up to date on all security protocols. o Ensure all account documentation is complete and proper signatures gathered and account documentation is properly secured and sent to imaging in a timely manner. o Perform opening and closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Retail Licensed Personal Banker
5/13/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range ofbankingproductsand services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial ServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: .Sales/Goals Function: o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officerandmaintainingrelationship as appropriate. o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Business Banking Officers and Brokerage Representatives to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. .Customer Service: o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experiencefromotherproviders in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. .Bank Operations: o Open and maintain full range of retail accounts and services. o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. o May need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Mortgage Processor III
5/13/2015 4:00:00 AM
Details: Division: Mortgage FlsaStatus: Non-Exempt EmploymentType: Regular Performs a wide range of duties related to the processing and underwriting of residential mortgage loans. These duties are both file and vendor level in nature. Maintains contact with external and internal customers to ensure workflowdeadlines are met. Assumes primary responsibility for the loan file upon receipt. Proactive in communicating status on the loan to both the borrower and the Loan Originator, and managing to the closing date. Responsible for updating the file andnotepad as work progresses on the processing system. Takes on a senior role within the team and conducts peer training for new hires. Handles escalated problems and issues requiring a senior level knowledge of residential mortgage loan processing. ESSENTIAL DUTIES & RESPONSIBILITIES: Manage pipeline of conventional, government, and/or portfolio loans. Evaluate loan documentation, calculate income, review assets, and analyze liabilities and clear conditions per delegated authority. Process all loans types including conventional, FHA, VA, USDA, Bond and special products including the most complex loan files Validate automated underwriting decision per delegated authority. Maintain high level of customer service by being proactive in communicating with the borrowers and loan originators. Ensure accurate, complete, and timely loan data on processing system. Actively participate in ongoing efforts to continually improve customer service for internal and external customers. Responsible for appropriate section of HMDA Worksheet. Review exception reports to ensure all tasks are completed. Serve as an intermediary for loan issues with Loan Originators and other related departments. Assist in training new hires. Take active role as an escalation point within the team based on experience/knowledge. Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Perform any other duties as assigned. SUPERVISORY RESPONSIBILITIES: None.
Associate Private Banker
5/13/2015 4:00:00 AM
Details: Division: Investment Advisors FlsaStatus: Exempt EmploymentType: Regular Serves as a banking specialist for Private Bank clients, typically those with more than $500,000 in investable assets, as well as assists more senior Private Banking staff in servicing their client base. Provides deposit and lending expertise while collaborating with a customized team of experts to consistently deliver advice-based solutions that simplify financial complexity to achieve the clientÆs goals. Builds skills, knowledge, and expertise needed to advance to a Private Banker I position. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Prospects for clients by sourcing and building own pipeline of clients/opportunities. * Earns referrals from clients, internal business partners, and Centers of Influence. * Partners with Wealth Management Advisors (WMAs), internal business partners, and Centers of Influence in the sales process to maximize new business opportunities. * Participates in the Life360 Process to identify cross-selling opportunities and to deliver appropriate products and services. * Identifies referral opportunities across all service lines including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor (WMA). * Demonstrates sales, client contact, and relationship management skills including development of targeted business plans. * Achieves targeted annual sales goal of $15,000 - $35,000 and annual revenue of $200,000 - $750,000. * Collaborates with WMAs and other specialists to ensure the Private Bank client experience is delivered. * Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process. * Ensures service standards and metrics are met based on client banking needs and segmentation. * Collaborates with WMAs to deliver advanced planning techniques. * Takes ownership for resolving clientÆs banking issues. * Provides clients with current industry trends. * Challenges and collaborates with clients to articulate and achieve their financial goals. * Manages overall balance sheet, including both deposit and lending, to increase profitability and enhance the client relationship. * Ensures prospect/client information is appropriately entered, updated, and managed in CRM. * Utilizes lending and credit expertise to deliver credit solutions best suited to meet the client objectives. * Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements and maintaining current loan ratings. * Supports more senior Private Banking staff in servicing their client base. Serves as a resource to these Private Bankers and their clients, learning from these interactions in preparation for a larger role in the Private Bank. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker Associate - Toledo Region 4
5/13/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Teller
5/13/2015 4:00:00 AM
Details: Teller Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets. Come Join Us. Tellers are the face of our company and represent Wells Fargo in the community. A Teller position with our team offers an opportunity to be part of one of America s greatest companies. You'll have exposure to a variety of responsibilities, people and experiences in a professional work environment - that's part of the fun! Our Expectation of our Tellers: Tellers introduce customers to new products and services, and generate leads for other members of the sales team to close. Every teller has her/his own scorecard with goals. Our best tellers constantly go the extra mile to greet customers, make them feel welcome and also engage customers to learn about their financial needs. An excellent teller processes between 20-25 customer transactions each hour with no mistakes through patience, attention to detail, and the ability to follow procedures. Every teller is responsible for maintaining and balancing a cash drawer. Under direct supervision, processes customer transactions within established guidelines. Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products for Wells Fargo partners, provides excellent customer service. Duties may include safe deposit, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop. At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others without being asked and want team members who are committed to the success of the team. Tellers will develop and improve their skills through training programs and regular feedback discussions with supervisors, which will help further their professional experience and improve their chances for even greater roles in the future. A teller position is the start of something really big. With an organization the size of Wells Fargo, there is no limit to what a truly motivated person can become with a little dedication and time. Wells Fargo believes in developing people!
Teller
5/13/2015 4:00:00 AM
Details: Teller Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets. Come Join Us. Tellers are the face of our company and represent Wells Fargo in the community. A Teller position with our team offers an opportunity to be part of one of America s greatest companies. You'll have exposure to a variety of responsibilities, people and experiences in a professional work environment - that's part of the fun! Our Expectation of our Tellers: Tellers introduce customers to new products and services, and generate leads for other members of the sales team to close. Every teller has her/his own scorecard with goals. Our best tellers constantly go the extra mile to greet customers, make them feel welcome and also engage customers to learn about their financial needs. An excellent teller processes between 20-25 customer transactions each hour with no mistakes through patience, attention to detail, and the ability to follow procedures. Every teller is responsible for maintaining and balancing a cash drawer. Under direct supervision, processes customer transactions within established guidelines. Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products for Wells Fargo partners, provides excellent customer service. Duties may include safe deposit, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop. At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others without being asked and want team members who are committed to the success of the team. Tellers will develop and improve their skills through training programs and regular feedback discussions with supervisors, which will help further their professional experience and improve their chances for even greater roles in the future. A teller position is the start of something really big. With an organization the size of Wells Fargo, there is no limit to what a truly motivated person can become with a little dedication and time. Wells Fargo believes in developing people!
Tech Asset Mgmt Coord I
5/13/2015 4:00:00 AM
Details: Ref ID: 87741 Join one of the World's Most Admired Companies! Robert Half, one of FORTUNE® magazine's "World's Most Admired Companies" (March 17, 2014), is a global leader in professional staffing and consulting services. Every day, our staffing professionals help companies locate skilled workers and individuals find employment. In fact, someone finds a new job through Robert Half every two minutes! Our corporate employees are the backbone of our operations and work with our teams around the world. Each employee at our corporate services locations plays a role in our company's success. If you want to make a difference — and work in an environment where you can thrive and innovate — apply for this job today! Job Summary Robert Half is seeking a Technology Asset Management Coordinator I . The primary purpose of this position is to manage technology assets and provision technology equipment to minimize organizational cost through asset tracking. The Coordinator is responsible for administrative duties within the IT inventory management functions. The position tracks equipment through procurement, deployment, return, and disposal. The Coordinator maintains records and databases containing information for technology equipment (laptops, desktops, mobile devices, etc.). The Coordinator processes purchase orders for inventory stock replenishment. Accountable for managing inventory levels for desktop and laptop deployments. Coordinate the shipping and receiving of technology equipment to corporate and field offices, coordinate disposal of e-waste, etc. The Coordinator works on projects as needed and follows guidelines and policies set by Robert Half. Specific responsibilities will include: Process daily receiving of technology equipment, coordinate the return of equipment form field and corporate locations, process returned equipment to be placed back in inventory. Scan manufacturer's barcode into asset tracking database and maintain integrity of those records for all transactions processed by IT Asset Management Service. Process tickets, documenting all relevant information in ticket and respond to customer emails. Process orders of IT equipment received for delivery to its respective owners/groups. Maintain and prepare reports as needed on inventory levels and other reports as required.
Personal Banker (SAFE) 1
5/13/2015 4:00:00 AM
Details: Personal Banker (SAFE) 1 At Wells Fargo, our vision is to satisfy all our customers' financial needs and help them succeed financially. In this role, you will help us deliver on our vision and build lifelong relationships with our customers. You also will demonstrate leadership through contributing to a company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive. As part of a team that serves one in three American households, you will play a vital role in living our commitment to the highest ethical standards and maintaining the valued trust of our customers and communities. As a Personal Banker, you will devote much of your day to building long term relationships with our customers, in person and by phone. You will deepen the understanding of our customers' financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community. Our Expectation of our Personal Bankers: Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank. Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. May handle cash transactions. May spend up to 30% of time completing service-related tasks. Every banker has their own scorecard with daily sales and referral goals. You will be rewarded for your success with bonus incentives beyond base salary. Our best Bankers constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently. Bankers have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction. At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others enhance their ability to educate our customers. We'll provide outstanding training, but it's up to you to learn our products and services. Personal Bankers will develop and improve their skills through regular feedback discussions with supervisors and learn skills which will help further their professional experience and improve their chance for even greater roles in the future. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
Relationship Banking Specialist I - 7000 County Line Road
5/13/2015 4:00:00 AM
Details: *CSB Reference: MS14602 Summary This position will serve as the "Customer Ambassador" for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. The Relationship Banking Specialist is a key member of our sales and service team. This position will have a thorough understanding of the customers' transaction requirements and be able to effectively communicate all available options to them. The individual will educate customers about MB Financial Bank's sales and service delivery options and recommend the appropriate products and services matching the customer needs. This position will also refer customers to the appropriate source or delivery channel that best fits the customer's needs. The individual will be responsible for opening new accounts and processing regular transactions such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner per policy and procedures. The employee will provide personalized banking services to financial institution customers by performing the following duties. Essential Duties and Responsibilities Represents the Bank in a courteous and professional manner, by greeting and addressing the customer by name, while providing prompt, efficient, and accurate service when servicing customer needs. Responsible for the expansion of existing customer relationships and the development of new business by proactively tele-consulting and cross-selling a full range of products and services. Responsible for attaining established monthly and yearly deposit/loan goals. Focuses on individual and department goals for revenue producing products for both sales and referrals to other departments such as credit cards, prepaid cards, business banking and investments. Thorough knowledge of all products and services and appropriate methods or presentation to the customer. Understands and utilizes the needs based sales process, including profiling customer needs and onboarding new customers to meet needs. Knowledge of Bank products and services and ability to sell products and services to the appropriate customer. Knowledge of the Bank's computer system to enter and retrieve customer information to effectively service the customer. Opens basic deposit accounts and prepares related documentation. Receives checks and cash for deposit/withdrawal, verifies amount, examines checks for endorsements, enters customers' transactions into computer system and issues computer generated receipt according to Bank procedures. Complies with over-ride or review decisions and signing authority in accordance with Bank procedures. Complies with security procedures established to ensure safety for employees and customers, to safeguard cash supplies and negotiable items, to protect the privacy of customer account information, as well as, follow fraud prevention guidelines established to protect the Bank from unnecessary losses. Some travel required. Must be flexible to travel to other bank locations as needed. Ethics – Lives the company values with internal and external customers. Complies with all Bank policies/procedures and all applicable federal and state laws and regulations. "LIVE" the Bank's Mission Statement and "PRACTICE" the Bank's Corporate Strategy. Other duties may be assigned. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Sales The Relationship Banking Specialist has a good understanding of the Bank's products and services and is accountable for delivering guidance by effectively matching customer's needs with both service transactions as well as through needs assessment and sales. Under Banking Center Manager supervision, the Relationship Banking Specialist will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define excellence in the customer service experience. Customer Service Individual demonstrates a positive and helpful attitude toward customers (internal and external), understands their importance to MB Financial Bank and understands how his/her job affects customers; establishes and maintains good relationships through interactions or work completed; projects a positive and professional image of MB Financial Bank. Communication Individual must possess excellent written and oral communication skills. Be able to write clearly and concisely, using proper grammar, spelling and punctuation. Be able to express self in speech; be able to address concerns or problems in an open, non-defensive manner while conveying self-confidence and knowledge of subject in speaking to customers. Job Knowledge Individual possesses and demonstrates the technical ability to perform required duties, is practical in applying knowledge to assignments, and maintains expertise by keeping current with new developments, policies and procedures. Problem Solving The ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Attention to detail at the level at which tasks are performed carefully, accurately and in accordance with policy and procedures. Qualifications Education/Experience Associates degree or equivalent from a two year college or technical school; or a high school diploma or general education degree (GED) and six months of job related experience and/or training. Computer Skills To perform this job successfully, an individual should have intermediate knowledge of Word and Excel spreadsheet software. Certificates and Licenses Registration with the Nationwide Mortgage Licensing System & Registry (NMLS Registry) is required upon hire; certain job responsibilities as defined by the SAFE Act may not be performed until registration is complete. Good standing with the NMLS Registry must be maintained. We are proud to be an EEO/AA employer Minority/Female/Disabled/Veterans. As a part of the MB Financial hiring process all applicants will be required to submit to, and pass, a pre-employment urine drug screening. 20140619
Relationship Banking Specialist I - 1624 W. Division
5/13/2015 4:00:00 AM
Details: *CSB Reference: MO14598 Summary This position will serve as the "Customer Ambassador" for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. The Relationship Banking Specialist is a key member of our sales and service team. This position will have a thorough understanding of the customers' transaction requirements and be able to effectively communicate all available options to them. The individual will educate customers about MB Financial Bank's sales and service delivery options and recommend the appropriate products and services matching the customer needs. This position will also refer customers to the appropriate source or delivery channel that best fits the customer's needs. The individual will be responsible for opening new accounts and processing regular transactions such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner per policy and procedures. The employee will provide personalized banking services to financial institution customers by performing the following duties. Essential Duties and Responsibilities Represents the Bank in a courteous and professional manner, by greeting and addressing the customer by name, while providing prompt, efficient, and accurate service when servicing customer needs. Responsible for the expansion of existing customer relationships and the development of new business by proactively tele-consulting and cross-selling a full range of products and services. Responsible for attaining established monthly and yearly deposit/loan goals. Focuses on individual and department goals for revenue producing products for both sales and referrals to other departments such as credit cards, prepaid cards, business banking and investments. Thorough knowledge of all products and services and appropriate methods or presentation to the customer. Understands and utilizes the needs based sales process, including profiling customer needs and onboarding new customers to meet needs. Knowledge of Bank products and services and ability to sell products and services to the appropriate customer. Knowledge of the Bank's computer system to enter and retrieve customer information to effectively service the customer. Opens basic deposit accounts and prepares related documentation. Receives checks and cash for deposit/withdrawal, verifies amount, examines checks for endorsements, enters customers' transactions into computer system and issues computer generated receipt according to Bank procedures. Complies with over-ride or review decisions and signing authority in accordance with Bank procedures. Complies with security procedures established to ensure safety for employees and customers, to safeguard cash supplies and negotiable items, to protect the privacy of customer account information, as well as, follow fraud prevention guidelines established to protect the Bank from unnecessary losses. Some travel required. Must be flexible to travel to other bank locations as needed. Ethics – Lives the company values with internal and external customers. Complies with all Bank policies/procedures and all applicable federal and state laws and regulations. "LIVE" the Bank's Mission Statement and "PRACTICE" the Bank's Corporate Strategy. Other duties may be assigned. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Sales The Relationship Banking Specialist has a good understanding of the Bank's products and services and is accountable for delivering guidance by effectively matching customer's needs with both service transactions as well as through needs assessment and sales. Under Banking Center Manager supervision, the Relationship Banking Specialist will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define excellence in the customer service experience. Customer Service Individual demonstrates a positive and helpful attitude toward customers (internal and external), understands their importance to MB Financial Bank and understands how his/her job affects customers; establishes and maintains good relationships through interactions or work completed; projects a positive and professional image of MB Financial Bank. Communication Individual must possess excellent written and oral communication skills. Be able to write clearly and concisely, using proper grammar, spelling and punctuation. Be able to express self in speech; be able to address concerns or problems in an open, non-defensive manner while conveying self-confidence and knowledge of subject in speaking to customers. Job Knowledge Individual possesses and demonstrates the technical ability to perform required duties, is practical in applying knowledge to assignments, and maintains expertise by keeping current with new developments, policies and procedures. Problem Solving The ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Attention to detail at the level at which tasks are performed carefully, accurately and in accordance with policy and procedures. Qualifications Education/Experience Associates degree or equivalent from a two year college or technical school; or a high school diploma or general education degree (GED) and six months of job related experience and/or training. Computer Skills To perform this job successfully, an individual should have intermediate knowledge of Word and Excel spreadsheet software. Certificates and Licenses Registration with the Nationwide Mortgage Licensing System & Registry (NMLS Registry) is required upon hire; certain job responsibilities as defined by the SAFE Act may not be performed until registration is complete. Good standing with the NMLS Registry must be maintained. We are proud to be an EEO/AA employer Minority/Female/Disabled/Veterans. As a part of the MB Financial hiring process all applicants will be required to submit to, and pass, a pre-employment urine drug screening. 20140619
Relationship Banking Specialist I - 5750 W. 87th Street
5/13/2015 4:00:00 AM
Details: *CSB Reference: JE14562 Summary This position will serve as the "Customer Ambassador" for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. The Relationship Banking Specialist is a key member of our sales and service team. This position will have a thorough understanding of the customers' transaction requirements and be able to effectively communicate all available options to them. The individual will educate customers about MB Financial Bank's sales and service delivery options and recommend the appropriate products and services matching the customer needs. This position will also refer customers to the appropriate source or delivery channel that best fits the customer's needs. The individual will be responsible for opening new accounts and processing regular transactions such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner per policy and procedures. The employee will provide personalized banking services to financial institution customers by performing the following duties. Essential Duties and Responsibilities Represents the Bank in a courteous and professional manner, by greeting and addressing the customer by name, while providing prompt, efficient, and accurate service when servicing customer needs. Responsible for the expansion of existing customer relationships and the development of new business by proactively tele-consulting and cross-selling a full range of products and services. Responsible for attaining established monthly and yearly deposit/loan goals. Focuses on individual and department goals for revenue producing products for both sales and referrals to other departments such as credit cards, prepaid cards, business banking and investments. Thorough knowledge of all products and services and appropriate methods or presentation to the customer. Understands and utilizes the needs based sales process, including profiling customer needs and onboarding new customers to meet needs. Knowledge of Bank products and services and ability to sell products and services to the appropriate customer. Knowledge of the Bank's computer system to enter and retrieve customer information to effectively service the customer. Opens basic deposit accounts and prepares related documentation. Receives checks and cash for deposit/withdrawal, verifies amount, examines checks for endorsements, enters customers' transactions into computer system and issues computer generated receipt according to Bank procedures. Complies with over-ride or review decisions and signing authority in accordance with Bank procedures. Complies with security procedures established to ensure safety for employees and customers, to safeguard cash supplies and negotiable items, to protect the privacy of customer account information, as well as, follow fraud prevention guidelines established to protect the Bank from unnecessary losses. Some travel required. Must be flexible to travel to other bank locations as needed. Ethics – Lives the company values with internal and external customers. Complies with all Bank policies/procedures and all applicable federal and state laws and regulations. "LIVE" the Bank's Mission Statement and "PRACTICE" the Bank's Corporate Strategy. Other duties may be assigned. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Sales The Relationship Banking Specialist has a good understanding of the Bank's products and services and is accountable for delivering guidance by effectively matching customer's needs with both service transactions as well as through needs assessment and sales. Under Banking Center Manager supervision, the Relationship Banking Specialist will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define excellence in the customer service experience. Customer Service Individual demonstrates a positive and helpful attitude toward customers (internal and external), understands their importance to MB Financial Bank and understands how his/her job affects customers; establishes and maintains good relationships through interactions or work completed; projects a positive and professional image of MB Financial Bank. Communication Individual must possess excellent written and oral communication skills. Be able to write clearly and concisely, using proper grammar, spelling and punctuation. Be able to express self in speech; be able to address concerns or problems in an open, non-defensive manner while conveying self-confidence and knowledge of subject in speaking to customers. Job Knowledge Individual possesses and demonstrates the technical ability to perform required duties, is practical in applying knowledge to assignments, and maintains expertise by keeping current with new developments, policies and procedures. Problem Solving The ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Attention to detail at the level at which tasks are performed carefully, accurately and in accordance with policy and procedures. Qualifications Education/Experience Associates degree or equivalent from a two year college or technical school; or a high school diploma or general education degree (GED) and six months of job related experience and/or training. Computer Skills To perform this job successfully, an individual should have intermediate knowledge of Word and Excel spreadsheet software. Certificates and Licenses Registration with the Nationwide Mortgage Licensing System & Registry (NMLS Registry) is required upon hire; certain job responsibilities as defined by the SAFE Act may not be performed until registration is complete. Good standing with the NMLS Registry must be maintained. We are proud to be an EEO/AA employer Minority/Female/Disabled/Veterans. As a part of the MB Financial hiring process all applicants will be required to submit to, and pass, a pre-employment urine drug screening. 20140619
Quality Assurance Specialist
5/13/2015 4:00:00 AM
Details: SUMMARY: Performs random Quality Assurance reviews of Commercial, Consumer (Non-Residential), Indirect Lending and Taxi Medallion Loans. Documents and communicates findings. ESSENTIAL DUTIES AND RESPONSIBILITIES may include the following. Other duties and special projects may be assigned • Performs quality review of all areas of the loan, inclusive of the file and loan system(s), to determine whether or not the compensating risk factors are in place to justify approval and funding without compromising the quality of the BankUnited loan portfolio. • Documents and communicates all exceptions and findings to the Quality Assurance Department Manager and/or the Commercial Loan Operations Manager. • Performs additional random audits as targeted by the Quality Assurance Department Manager and/or the Commercial Loan Operations Manager. • Communicates all serious QA audit findings regular communications to the Quality Assurance Department Manager and/or the Commercial Loan Operations Manager and provides recommendations to cure the outstanding exceptions. • Assists where necessary with the retrieval of reverification information. Monitors all outstanding re-verifications to ensure responses are received and appropriately recorded. • Completes any other duties that may be assigned by the Quality Assurance Department Manager and/or the Commercial Loan Operations Manager. The additional duties include, but are not limited to, the following: • Perform random review for various loan servicing and support functions related to loans. The reviews will include loan accounting and reconciliation; payment processing; account maintenance; escrow processing/maintenance and analysis; FCRA/FACTA and SCRA review; collateral tracking and collateral release; in accordance with Bank loan policy. QUALIFICATIONS/COMPETENCIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE High School Diploma required; College Degree preferred. A minimum of two years experience is needed as a Mortgage Processor, Underwriter or in an equivalent level Quality Assurance (loan review) capacity. Excellent written and verbal communication skills and a working knowledge of Outlook, Word and Excel required.
Private Client Banker
5/13/2015 4:00:00 AM
Details: SUMMARY: A Private Client Banker is responsible for selling bank products and services to commercial clients, high net worth individuals, municipalities, and professional associations. Incumbents are expected to meet or exceed production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. • Identifies and solicits business for potential clients using referrals, personal contacts, centers of influence and existing clients. • Interviews clients to determine financial position, resources, assets available to invest, financial goals, sources of wealth and client background. • Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request. • Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means. • Opens and services, with assistance of Private Banking Support Associates, new Bank accounts and loans for customers, adhering to policies and procedures to prevent new account fraud and BSA / USAPA violations. • Authorizes or rejects overdrafts in depository account within established authorities. • Monitors loan repayment activities and takes necessary action to collect from past-due accounts. • Advises customers, where possible, concerning business management and financial matters and builds consistent and long-term financial advisory relationships with clients. • Follows up with customers on a regular basis through phone calls and personal visits. • Completes weekly activities report. • Conducts offline or online research to resolve customer problems. • Assures all transactions are in compliance with pertinent laws and regulations. • Prepares and delivers clear, effective and professional presentations. • Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on the division's lending activities. • Participates in community affairs to increase the bank's visibility and to enhance new business opportunities. • Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development. • Supports Private Client Managing Director in achieving budgeted controllable non-interest income and expense, as well as deposit and loan goals, based on department's annual budget plan. SUPERVISORY RESPONSIBILITIES: May directly supervise one or more support associates. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. May be responsible for interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS/COMPETENCIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: Private Client Banker - Bachelor's degree from four-year college or university and three or more years of related experience and/or training. Must have some credit experience. Sr. Private Client Banker - Bachelor's degree from four-year college or university and a minimum of five years of direct experience in commercial and/or private banking plus equivalent experience in commercial and personal lending. CERTIFICATES, LICENSES, REGISTRATIONS: It is suggested, yet not required that a Private Banker II have NASD Series 7 license as well as Life, Health, and Variable Annuity license.
Sr Asset Management Analyst
5/13/2015 4:00:00 AM
Details: Spread Your Wings We are the duck. We inspire and are inspired, listen and respond, empower our people, give back to our community, and most importantly, celebrate every success along the way. We do it all ... The Aflac Way . Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best known brands. Aflac has been recognized by Fortune magazine as one of the 100 Best Companies to Work For in America for the sixteenth consecutive year in January 2014 and as one of America's Most Admired Companies for the thirteenth year in March 2014. Our business is about being there for people in need. So, ask yourself—are you the duck? If so, there's a home—and a flourishing career—for you at Aflac. The Company Aflac Incorporated The Location Columbus, GA The Division Sales The Opportunity Senior Asset Management Analyst Principal Duties & Responsibilities Partners with the Marketing, Sales Training, and Career Channel Communications, to develop and determine support of business initiatives related to the sales growth of Aflac's existing account premium; makes recommendations for new business rules and functionality to Asset Management systems specific to supporting the distribution channel; coordinates and drives the implementation of those changes Supports development of a complete Future State Business Case design; ensures that appropriate business areas and resources are identified, engaged and tasked in program/project activity; provides detailed input into program/project implementation plans; partners closely with business areas to achieve desired goals Acts as subject matter experts involved in supporting and driving the Asset Management Strategies and Standard Methodology within specified market operations; conducts regularly scheduled meetings with Market Asset Analysts and Market Directors to provide guidance and direction; leads and coaches Market Asset Analysts, and sets delivery expectations regarding specific work activities; based on future state business rules, systems and processes, assist in the identification of future state Market Asset Analyst roles Attends All-Coordinator Meeting (ACMs), as well as Territory Hub meetings for initiatives and training relating to Asset Management; conducts business presentations related to the Asset Management, to internal partners and the Field Force on behalf of the Sales Enablement Division Provides updates to executive management regarding year over year growth ($AP), enrollment statistics, enrollment effectiveness data, market comparisons, market opportunity data, and DSC/ASC sales effectiveness statistics Leads efforts to identify and document known and newly discovered process gaps within assigned market operations asset management practices, and makes recommendations to address those gaps; ensures that current state processes are properly and accurately documented; identifies specific metrics around current state work activity (to include time study analysis where appropriate) to provide a more accurate picture of best practices and the ability to implement those best practices within the identified market Coordinates events and activities regarding development of asset management implementation plans, to include communication, training, and organizational impact; ensures that plans are properly aligned with future state expectations in support of Asset Management programs and systems that maintain the program throughout the Market; coordinates data cleansing efforts on behalf of the field to maintain the consistency and effectiveness of the data within each markets Book of Business; organizes customer feedback (MAA, MKD, RSCs, DSCs) regarding future state Asset Management; analyzes results and provides recommendations Maintains a high level of knowledge around Asset Management tools and platforms designed to accompany the Market Operations, Territory Offices, and WWHQ in maximizing the success of the Asset Management program nationally; provides consultation with vendors to design and develop technology that will support the effectiveness and reporting of the program; identifies gaps and provide a work-around when necessary for customers Assists in the identification of future state Market Analysts roles and responsibilities based on future state business rules, systems and processes *CB
VICE PRESIDENT OF LENDING
5/13/2015 4:00:00 AM
Details: BANKING VICE PRESIDENT OF LENDING Heritage Community Credit Union is entering a new chapter in our rich history of increased growth, expanded products & services, & increased value to members. Our stated objective is to be a Premier Lender. Looking for a dynamic, change oriented leader to join our winning team. This individual will: Provide strategic and operational leadership for the lending function to include Mortgage, MBL, Consumer, Collections, & Credit Risk Mgmnt Select and implement new lending technology solutions, new products and services, and enhancements to existing programs. Provide leadership & direction with respect to lending changes to have a positive impact on financial objectives & needs of the membership. Be an active member of the Executive Management Team and support and achieve goals set for the team and the Credit Union. Create a high profile for self & CU by calling on realtors, dealerships, community and business leaders. Successful candidate will have 7-10 years' exper with upper mgmnt of a financial institution & experience in developing, growing, and managing a business, mortgage, and consumer portfolio. Preference given to candidates who have successfully implemented Consumer & Mortgage LOS, experience in managing MBL, strong mortgage production, and record of healthy portfolio growth. If you are interested in this oppty with great benefits & 401k, email your resume & salary history to EOE Source - The Sacramento Bee
Project Manager, FIG
5/13/2015 4:00:00 AM
Details: Job Description This role is located in our New York, NY Office * Accomplish project objectives by planning, evaluating, and mapping out project activities * Monitors project progress and ensures target project completion dates are met and escalates issues to the appropriate responsible party. * Designs and implements an organisational project structure that works effectively and maximises efficiency. * Collect, organize and analyze global data obtained from multiple sources. * Ability to map out information for the preparation and implementation of action plans * Assist in identifying trends and determining system and process improvements Key Roles & Responsibilities * Origination * Focus on projects to optimize the Investors Business. Adhere to deadlines and produce reports and other requested MIS. * Organize and monitor multiple work streams. * Review and monitor risk mitigation and contingency plans, and escalate issues to the appropriate responsible party. * Identify inter-dependencies with other projects. * Post Deal Account/Monitoring * Work with teams globally to ensure investor related projects are implemented properly and efficiently * Documentation/Other * Implement and educate project team in quality management * Ability to produce detailed reports in Microsoft Access, PowerPoint and Microsoft Project to facilitate the completion of assignments. * Ability to coordinate multiple global work streams. KEY RELATIONSHIPS * External * Clients * Internal * CIC FI * Senior Management * Legal * Account Opening * Compliance * CDD * FM/TB sales * Tax * FCC * TCRM Work with internal teams to improve the investors business which includes targeting issues and inefficiencies and implementing new procedures. Recognize potential areas of operational and regulatory risk when analyzing information for project presentations. Projects would include both current state and operating target models of the investors business. Qualifications & Skills * Advanced Project Management (+3 years) * Six Sigma Certification a plus * PMP certified a plus * Proficient in Microsoft Access, Excel, PowerPoint and MS project * Strong communication and writing skills * Extremely organized and professional * Knowledge of the investors business a plus * Strong contacts within the SCB network a plus * Previous experience in presenting project status updates to senior management globally How To Apply You can search and view current opportunities across our organisation and apply immediately by visiting www.standardchartered.com and selecting Careers. To help speed up your application, please note the following: - You will need to log in (or register if you are visiting our careers site for the first time) before you can apply for a specific role - Some roles may require you to undertake an online talent assessment in addition to completing the application form (to facilitate this process it is preferable that you provide us with an email address as part of your contact information) - We will ask you about your education, career history and skills and experience, it may be helpful to have this information at hand when completing your application It usually takes 15 - 20 minutes to complete the application form; you can save your application at any time and return to complete it at your convenience. Diversity & Inclusion Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential. Equal Opportunity Employer Standard Chartered is an equal opportunity employer. We have a meritocratic culture where each individual employee is valued and respected for who they are as a person and for what they bring to the organisation.
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