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| Latest CareerBuilder Jobs: Banking, US - 30 mile radius |
| Latest CareerBuilder Jobs |
Commercial Loan Servicing Representative - Accounting
5/27/2015 4:00:00 AM
Details: Location: MO, Kansas City - 1000 Walnut (Bank Building) Location Zip: 64105 Position Control Number: 2178829 Job Grade: 06 Position Status: Full time Work Schedule: M-F 8-5 Listing Code: CareerBuilder Book notes on accounting software using legally-binding documents to set up ongoing transactions. For interfaced transactions, review ELAR software application for accurate disposition of fees, outstanding interest, and disbursements to insure compliance with GAAP. Insure disbursements comply with legal requirements of documentation. For non-interface accounts, review legal documentation for terms and requirements. Manage on-going transactions including wire transfers, inter-bank accounting for syndications and participations, adjustments, and ongoing payments and advances. Insure proper set-up of sweep accounts, non-accrual and charged off accounts, SBA accounts and transactions, IRBs and major commitments, associating parent companies with multiple subsidiaries. Coordinate with Corporate Finance to insure accurate reporting of general ledger balances and accurate coding to allow for reporting to FDIC on Call Report; and Credit Administration review of portfolio make-up and balance. Prepare monthly report for Colson on all SBA transactions.
Teller - Rock Bridge
5/27/2015 4:00:00 AM
Details: Location: MO, Columbia - 3709 Sandman Lane Location Zip: 65203 Position Control Number: 0503747 Job Grade: 02 Position Status: Full time Work Schedule: Scheduled 40 hour workweek, 7:30 a.m. to 6:15 p.m. M-F and rotating Saturday mornings 8:30 a.m to 12:15 p.m. Listing Code: CareerBuilder Responsible for handling deposits, check cashing, money orders, Official checks, traveler's checks, and saving bonds. Interpret customer needs and suggest appropriate bank services. Make referrals to sales staff to assist the branch in meeting its sales goals. EOE Minorities/Women/Vets/Disabled Equal Opportunity Employer
Mortgage Processor III
5/27/2015 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.
Retail Personal Banker Associate
5/27/2015 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 - Cross-Sell
5/27/2015 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 I - Seminole Road
5/27/2015 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.
Mortgage Processor III
5/27/2015 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.
Retail Personal Banker I
5/27/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular The Personal Banker I is a Financial Center 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 on acquiringnewhouseholds and/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 for processingtellertransactions as well as working as a member of the platform staff. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Consistently meet or exceed monthly/quarterly 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 reporting (SFE) 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 Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term financial needs with an emphasis on deepening and retaining customer relationships. o Utilize approved tools to proactively reach out to customers and set appointments for periodic financial reviews. o Establish close working relationships with assigned One Bank Business Partners (mortgage, business banking and investment), referring customers when appropriate to provide timely and holistic financial solutions. o Participate in the consumer loan and bankcard process, owning sourced loans and credit applications from origination through closing. 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 the appropriate staff with respect to the sales and service process. o Meet daily with Financial Center Manager to ensure sales activities and plan align with sales objectives of the financial center including but not limited to lobby leadership, phone prospecting and working the teller line. o Actively participate in daily huddles, sales meetings and staff meetings. . Customer Service Function o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Respond to all customer inquiries and service issues in a timely manner; generally within 24 hours. 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. . Operations Function: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Facilitate opening and/or closing procedures as a member of the platform staff as necessary. o Work with the Financial Center Manager to maintain efficient branch operations. o Review all account documentation to ensure proper signatures and identifying information is accurate and complete. Ensure account documentation is sent to imaging in a timely manner. o Process teller transactions and maintain a personal balancing record that is in line with policy. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker I
5/27/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular The Personal Banker I is a Financial Center 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 on acquiringnewhouseholds and/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 for processingtellertransactions as well as working as a member of the platform staff. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Consistently meet or exceed monthly/quarterly 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 reporting (SFE) 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 Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term financial needs with an emphasis on deepening and retaining customer relationships. o Utilize approved tools to proactively reach out to customers and set appointments for periodic financial reviews. o Establish close working relationships with assigned One Bank Business Partners (mortgage, business banking and investment), referring customers when appropriate to provide timely and holistic financial solutions. o Participate in the consumer loan and bankcard process, owning sourced loans and credit applications from origination through closing. 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 the appropriate staff with respect to the sales and service process. o Meet daily with Financial Center Manager to ensure sales activities and plan align with sales objectives of the financial center including but not limited to lobby leadership, phone prospecting and working the teller line. o Actively participate in daily huddles, sales meetings and staff meetings. . Customer Service Function o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Respond to all customer inquiries and service issues in a timely manner; generally within 24 hours. 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. . Operations Function: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Facilitate opening and/or closing procedures as a member of the platform staff as necessary. o Work with the Financial Center Manager to maintain efficient branch operations. o Review all account documentation to ensure proper signatures and identifying information is accurate and complete. Ensure account documentation is sent to imaging in a timely manner. o Process teller transactions and maintain a personal balancing record that is in line with policy. SUPERVISORY RESPONSIBILITIES: None.
Financial Analyst - Investment Banking
5/27/2015 4:00:00 AM
Details: Location: Dallas,TX Date: 3/27/2015 2:19:00 PM Financial Analyst - Investment Banking - Dallas - TX Build your resume and gain experience with one of the world's largest financial institutions! About Us: We are the people putting people back to work. We are the leaders of the new normal and we have been since 1997. Providing jobs, solutions and a deep competence for a new economy. We supply the skills that propel life forward. We inspire individuals to find their third, fourth and their umpteenth gear. We are an engine of opportunity. We are the gateway from good to great. Welcome to the new normal. Welcome to Integrity Staffing Solutions. Engine of Opportunity. Our client is a leading global investment bank with one of the largest client bases in the world. They serve nearly 20,000 clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors in more than 100 countries. They offer a complete range of financial services to help clients achieve their goals and provide strategic advice, lend money, raise capital, help manage risk and extend liquidity. Job Description: The Financial Analyst will have the following responsibilities: Generate standard or custom reports summarizing business, financial, or economic data for review by managers. Synthesize current business intelligence or trend data to support recommendations for action. Collect business intelligence data from available industry reports, public information, field reports, or purchased sources. Conduct or coordinate tests to ensure that intelligence is consistent with defined needs. Create business intelligence tools or systems, including design of related databases, spreadsheets, or outputs. Disseminate information regarding tools, reports, or metadata enhancements. Document specifications for business intelligence or information technology (IT) reports, dashboards, or other outputs. Required Skills, Experience and Education: Bachelor's Degree in Finance, Accounting, Economics or Business 0-2 years of experience, or relevant recent internship within one of the above fields Experience with securities and derivatives products is a plus Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies Ability to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems Strong time management, prioritization and organizational skills Excellent communication skills: ability to synthesize information and present in written and verbal format Ability to work collaboratively with all levels of staff to develop strong working relationships Strong analytical skills Strong Excel, Word and Power Point skills Additional Details: Pay Rate: $17.00 to $20.00 per hour Hours: Core hours are 8:00AM - 5:00PM Employment Type: contract and contract to hire Opportunities for professional growth. Integrity Staffing Solutions is an Equal Opportunity Employer. All job offers are contingent upon the successful completion of a background check and drug screen. OPENAF AFCB1
Bi-Lingual AML & KYC Analysts
5/27/2015 4:00:00 AM
Details: Location: New York,NY Date: 3/27/2015 12:00:00 AM Bi-Lingual AML & KYC Analysts – Greater NYC Area Build your resume and gain experience with one of the world's largest financial institutions! About Us: We are the people putting people back to work. We are the leaders of the new normal and we have been since 1997. Providing jobs, solutions and a deep competence for a new economy. We supply the skills that propel life forward. We inspire individuals to find their third, fourth and their umpteenth gear. We are an engine of opportunity. We are the gateway from good to great. Welcome to the new normal. Welcome to Integrity Staffing Solutions. Engine of Opportunity. Our client is a leading global investment bank with one of the largest client bases in the world. They serve nearly 20,000 clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors in more than 100 countries. They offer a complete range of financial services to help clients achieve their goals and provide strategic advice, lend money, raise capital, help manage risk, and extend liquidity, and hold global leadership positions in all of our major business lines. Job Summary: Our client's responsibilities related to Anti-Money Laundering (AML) span every business, function and region - and apply to every customer and client of the firm. Regulations require that our client make specific process and system improvements, immediate procedural changes, and drive greater consistency in its approach to AML across the company. Some of our client's groups cover both global and business-aligned functions supporting the firm's Know Your Customer (KYC) programs and conducts background investigations of potential or existing clients of the bank. Other groups within our client's organization are responsible for the monitoring and reporting of transactions and account closings that have been identified as high risk and reside within the Latin America region. The role involves ongoing management and maintenance of various plans, projects, and reporting required for day to day business activities and senior management. Because of the territories covered in these positions, fluency in either Spanish or Portuguese is required. Responsibilities (may include some or all of the following) Enterprise-wide searches of account holders and their transactions looking for known or suspected money launderers, terrorists or drug dealers Written and verbal communication of issues, directing searches, reviewing, reporting upon and documenting the results Reviewing AML investigations Reviewing process to determine if a true match to a suspect name Reviewing system input and triage of internal referrals of suspicious customer activity Due diligence case request set up and delivery into the case management system for research analyst consumption Identify and ensure inclusion of the requisite entities to be researched during the due diligence review process Facilitate research outside of the local Due Diligence Operations research team by utilizing external vendors Verify CIP (Customer Identification Program) for both individual and non-individual requests to ensure sufficient information Perform reconciliations of incoming requests between source systems and case management application Data analysis and manipulations across multiple systems and spreadsheets to perform desired outcome and product Required Skills Must be fluent in Spanish and/or Portuguese Thorough knowledge of banking process, service operations, products and systems Ability to work effectively in a diverse team/site environment Occasional travel and overtime may be required Multiple positions available; experience requirements vary from 1- 10+ years of direct banking compliance experience Possible compliance, data comparison and/or customer contact or service operations area Candidate must have strong written/verbal communication & solid high volume processing Detailed analytical skills with the ability to work independently on multiple assignments in a deadline driven, regulatory environment Demonstrate general knowledge of banking systems and products Possess basic computer skills: Outlook, Microsoft Office Suite including Excel, Word and PowerPoint Must be results oriented and have strong organizational skills with the ability to manage multiple priorities Additional Details Hours: Core hours are 8:00AM - 5:00PM Employment Type: Contract with possible extension and/or permanent employment conversion Supplemental medical and dental coverage for contractors and their families available immediately Opportunities for professional growth Integrity Staffing Solutions is an Equal Opportunity Employer. All job offers are contingent upon the successful completion of a background check and drug screen. OPENAFNYC AFCB1 AFMON Tags: compliance; AML; anti money laundering; KYC; know your customer; know your client; BSA; bank secrecy act; USA Patriot Act; Spanish; Portuguese; Latin America; due diligence
Relationship Banking Specialist I - 7000 County Line Road
5/27/2015 4:00:00 AM
Details: *CSB Reference: MS14627 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 II - 1554 W North Ave
5/27/2015 4:00:00 AM
Details: *CSB Reference: MP14601 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. Opens complex account relationships such as business/corporate accounts and individual retirement plan accounts; prepares related documentation. May have overdraft decision responsibilities. 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. Other This individual may be required to become a specialist in one or more of the following areas: LRM (Licensed to sell annuity products) – current license VIP Customer Specialist Small Business Specialist Telephone Banker Specialist 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 one year 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
Loan Production Specialist
5/27/2015 4:00:00 AM
Details: When you join Eastern Bank, you join the largest and oldest mutual bank in the country. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve. As the fourth-largest full-service commercial bank in Greater Boston, we are able to offer you unique opportunities for career growth throughout the organization, as well as a competitive compensation and benefits program. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. Responsibilities include, but are not limited to the following: The Loan Production Specialist works in the Loan Production Group (LPG) and is responsible for performing due diligence, closing, funding, processing, and QC of all new loans, renewals, extensions, and modifications for the Commercial lending teams -including Private Banking, Business Banking, and Managed Assets. This individual must be able to provide high quality production while meeting deadlines. Incumbent must possess a strong working knowledge of commercial loan documentation and the commercial lending process. This individual must have strong communication skills and must work well with both internal and external customers.
Business Banking Representative
5/27/2015 4:00:00 AM
Details: When you join Eastern Bank, you join the largest and oldest mutual bank in the country. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve. As the fourth-largest full-service commercial bank in Greater Boston, we are able to offer you unique opportunities for career growth throughout the organization, as well as a competitive compensation and benefits program. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. Responsibilities include, but are not limited to the following: Serves as first line of response for all incoming internal Business Banking, Retail and Commercial Banking support calls within the Customer Service Center. Accurately and expediently answers inquiries from internal and external customers on all types of new and existing business products and services. Candidates will draw on a detailed knowledge base of Commercial, Retail and Business Banking products, services, policies, and procedures. When necessary, enter quality Service Requests within the Customer Relationship Management system, tracking issues to resolution. Relies on excellent verbal and written communication skills to fulfill client requests and to ensure customer satisfaction. Keeps management apprised of any escalated service issues they should be aware of and assists Customer Service Center Management with department initiatives whenever possible.
Personal Banker - Boise, ID
5/27/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. The Personal Banker reports to the Branch Manager and the Personal Banker Float reports to the Area Retail Leader. Responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross-sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS As financial navigators for life, the Personal Banker delivers solutions to make it easier for clients to achieve their financial goals. The Personal Banker also provides sales and service support to the Retail branch team. Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing) Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop Supports the branch in growing a profitable book of business to achieve individual and team goals Provides sales and service assistance to all clients Develops and maintains broad knowledge of products and services to appropriately support client needs Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction Ensures compliance with operational, security and audit procedures and policies Participates in and occasionally facilitates daily branch team meetings Participates in special projects, sales campaigns and assignments as requested Assists with coaching and training tellers and other branch professionals Accurately process all financial service transactions Identifies and resolves complex client service opportunities Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop Maintains and calls on a client book of business Additional Responsibilities: As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS High School Diploma or equivalent experience 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals Ability to develop a base of Centers of Influence (COIs) Demonstrated strong customer service skills Excellent communication skills and ability to work in a team environment Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) Ability to work branch hours to include weekends and occasional evenings Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls Note: Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). PREFFERED QUALIFICATIONS Undergraduate degree in business related field Possesses a general understanding of operations (risk, compliance, fraud, loss); Working knowledge of Branch Teller Workstation FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Part Time Teller (20 hours)- Lewiston Branch
5/27/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. Key's application process for this teller position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions - Accept and accurately process all financial service transactions. - Maintain responsibility for cash drawer and follow proper balancing procedures. - Act as a resource to identify and resolve client servicing issues. - Meet individual established referral production goals. Build Client Rapport - Provide excellent customer service to all KeyBank clients. - Greet and welcome every client as they enter the branch; acknowledge by name, if known. - Accurately process all financial service transactions. - Participate in client appreciation events. - Take ownership of client issues when possible, with the assistance of the branch management. - Make product suggestions based on the client's needs and refer to a member of the branch team. - Help create and establish a business relationship between the Personal Banker and the client. Present Products - Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions. - Provide answers and assistance for client questions/concerns, utilizing resources within the branch. - Coordinate time between Personal Banker and client for business meetings as necessary. Fulfill Client Needs - Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs. - Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs. Follow- Up - Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities. - Debrief with the sales team member when a sale was based on a referral made by the Teller. - Ensure more complex sales activities/opportunities are handed off to the Personal Banker. - Ensure compliance with security and audit procedures. Additional Responsibilities - Involvement in the sales building process and assist on platform as needed. REQUIRED QUALIFICATIONS: Teller - High School Diploma, GED or equivalent business experience. - Customer service experience. - Excellent communication and interpersonal skills. - General understanding of PC with Windows based applications and calculator. - Ability to work branch hours to include weekends and occasional evenings. - Physical Requirements: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. Preferred Qualifications (Teller & Float Teller) - Cash handling experience. - Sales experience with established goals. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Part Time Teller (20 hours) - Broadway Branch
5/27/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. Key's application process for this teller position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions - Accept and accurately process all financial service transactions. - Maintain responsibility for cash drawer and follow proper balancing procedures. - Act as a resource to identify and resolve client servicing issues. - Meet individual established referral production goals. Build Client Rapport - Provide excellent customer service to all KeyBank clients. - Greet and welcome every client as they enter the branch; acknowledge by name, if known. - Accurately process all financial service transactions. - Participate in client appreciation events. - Take ownership of client issues when possible, with the assistance of the branch management. - Make product suggestions based on the client's needs and refer to a member of the branch team. - Help create and establish a business relationship between the Personal Banker and the client. Present Products - Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions. - Provide answers and assistance for client questions/concerns, utilizing resources within the branch. - Coordinate time between Personal Banker and client for business meetings as necessary. Fulfill Client Needs - Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs. - Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs. Follow- Up - Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities. - Debrief with the sales team member when a sale was based on a referral made by the Teller. - Ensure more complex sales activities/opportunities are handed off to the Personal Banker. - Ensure compliance with security and audit procedures. Additional Responsibilities - Involvement in the sales building process and assist on platform as needed. REQUIRED QUALIFICATIONS: Teller - High School Diploma, GED or equivalent business experience. - Customer service experience. - Excellent communication and interpersonal skills. - General understanding of PC with Windows based applications and calculator. - Ability to work branch hours to include weekends and occasional evenings. - Physical Requirements: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. Preferred Qualifications (Teller & Float Teller) - Cash handling experience. - Sales experience with established goals. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Part Time Float Teller - Toledo
5/27/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. Key's application process for this teller position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions - Accept and accurately process all financial service transactions. - Maintain responsibility for cash drawer and follow proper balancing procedures. - Act as a resource to identify and resolve client servicing issues. - Meet individual established referral production goals. Build Client Rapport - Provide excellent customer service to all KeyBank clients. - Greet and welcome every client as they enter the branch; acknowledge by name, if known. - Accurately process all financial service transactions. - Participate in client appreciation events. - Take ownership of client issues when possible, with the assistance of the branch management. - Make product suggestions based on the client's needs and refer to a member of the branch team. - Help create and establish a business relationship between the Personal Banker and the client. Present Products - Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions. - Provide answers and assistance for client questions/concerns, utilizing resources within the branch. - Coordinate time between Personal Banker and client for business meetings as necessary. Fulfill Client Needs - Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs. - Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs. Follow- Up - Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities. - Debrief with the sales team member when a sale was based on a referral made by the Teller. - Ensure more complex sales activities/opportunities are handed off to the Personal Banker. - Ensure compliance with security and audit procedures. Additional Responsibilities - Involvement in the sales building process and assist on platform as needed. REQUIRED QUALIFICATIONS: Teller - High School Diploma, GED or equivalent business experience. - Customer service experience. - Excellent communication and interpersonal skills. - General understanding of PC with Windows based applications and calculator. - Ability to work branch hours to include weekends and occasional evenings. - Physical Requirements: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. Preferred Qualifications (Teller & Float Teller) - Cash handling experience. - Sales experience with established goals. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
On Call/Seasonal Teller
5/27/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. Key's application process for this teller position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions - Accept and accurately process all financial service transactions.- Maintain responsibility for cash drawer and follow proper balancing procedures.- Act as a resource to identify and resolve client servicing issues.- Meet individual established referral production goals. Build Client Rapport - Provide excellent customer service to all KeyBank clients.- Greet and welcome every client as they enter the branch; acknowledge by name, if known.- Accurately process all financial service transactions.- Participate in client appreciation events.- Take ownership of client issues when possible, with the assistance of the branch management.- Make product suggestions based on the client's needs and refer to a member of the branch team.- Help create and establish a business relationship between the Personal Banker and the client. Present Products- Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions.- Provide answers and assistance for client questions/concerns, utilizing resources within the branch.- Coordinate time between Personal Banker and client for business meetings as necessary. Fulfill Client Needs- Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs.- Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs. Follow- Up- Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities. - Debrief with the sales team member when a sale was based on a referral made by the Teller.- Ensure more complex sales activities/opportunities are handed off to the Personal Banker.- Ensure compliance with security and audit procedures. Additional Responsibilities- Involvement in the sales building process and assist on platform as needed. REQUIRED QUALIFICATIONS: Teller- High School Diploma, GED or equivalent business experience.- Customer service experience.- Excellent communication and interpersonal skills.- General understanding of PC with Windows based applications and calculator.- Ability to work branch hours to include weekends and occasional evenings.- Physical Requirements: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.- Preferred qualifications: Cash handling experience, sales experience with established goals. Float Teller- In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Lead Teller:Camillus
5/27/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. The Lead Teller reports to the Branch Manager and performs the duties of a Teller. The Lead Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities, acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs, enhances client relationships with Key by providing distinctive quality service, looks for sales opportunities by uncovering financial needs and ensuring that the client is communicated with for possible product opportunities and helps observe and provide coaching to Tellers to enhance client referrals and operational effectiveness. The Lead Teller is responsible for day to day Teller scheduling, staffing issues and branch compliance with regulatory, security, and internal audit controls. The Lead teller also is responsible for training and onboarding new Tellers. ESSENTIAL JOB FUNCTIONS The role of the Lead Teller is to perform the duties of a Teller, oversee daily Teller functions and scheduling, ensure that all branch operations are effective and compliance requirements are met, provide performance coaching to the branch Teller staff to meet client acquisition and customer service objectives and to assist platform staff with basic account opening and maintenance activities. Teller Functions & Staffing Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follows proper balancing procedures Act as a resource to identify and resolve more complex client servicing issues Meet individual established referral production goals Accountable for daily NSF review/weekly overdraft monitoring Assist with staffing and scheduling of the Tellers Responsible for training and onboarding new Tellers Support sales goals through identification of prospects and referrals to sales experts Seek out clients and educates them on alternative delivery channels Build Client Rapport Provide excellent customer service to all KeyBank clients Greet and welcome every client as they enter the branch; acknowledge by name, if known Participate in client appreciation events Take ownership of client issues when possible, with the assistance of the branch management Make product suggestions based on the client's needs and refer to a member of the branch team Present Products Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions Provide answers and assistance for client questions/concerns, utilizing resources within the branch Coordinate time between Personal Banker and client for business meetings as necessary Fulfill Client Needs Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs Branch Operations and Platform Assistance Provide direction and guidance for branch staff on opertational/regulartory procedures Monitor and provide coaching to Tellers to enhance referral effectiveness Assist with meeting branch established referral production goals Cross-trained to work on platform and perform basic account opening and maintenance activities as needed Update electronic profile during client conversations Act as a backup to the Branch Manager as assigned Additional responsibilities: Special assignments as requested Ensure signage and merchandise are properly displayed Ensure that the branch facilities (internal and external) are maintained REQUIRED QUALIFICATIONS High School Diploma, GED or equivalent business / operational experience A minimum of 1 year Teller experience Strong knowledge of branch operations Demonstrated superior client relationship skills Excellent communication and interpersonal skills Strong detail orientation Demonstrated organizational skills while managing multiple tasks Strong team player Working knowledge of Teller Software, PC with Windows based applications, Calculator Demonstrated ability to lead, motivate, and foster teamwork Ability to work branch hours to include weekends and occasional evenings Physical Requirements include: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1– 10 lbs., occasional lifting of up to 30 lbs Note: Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). PREFERRED QUALIFICATIONS 3 – 5 years of cash handling experience FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Lead Teller- (40 hours)- Burlington
5/27/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Lead Teller reports to the Branch Manager and performs the duties of a Teller. The Lead Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities, acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs, enhances client relationships with Key by providing distinctive quality service, looks for sales opportunities by uncovering financial needs and ensuring that the client is communicated with for possible product opportunities and helps observe and provide coaching to Tellers to enhance client referrals and operational effectiveness. The Lead Teller is responsible for day to day Teller scheduling, staffing issues and branch compliance with regulatory, security, and internal audit controls. The Lead teller also is responsible for training and onboarding new Tellers. Key's application process for this teller position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS: The role of the Lead Teller is to perform the duties of a Teller, oversee daily Teller functions and scheduling, ensure that all branch operations are effective and compliance requirements are met, provide performance coaching to the branch Teller staff to meet client acquisition and customer service objectives and to assist platform staff with basic account opening and maintenance activities. Teller Functions & Staffing: - Accept and accurately process all financial service transactions. - Maintain responsibility for cash drawer and follows proper balancing procedures. - Act as a resource to identify and resolve more complex client servicing issues. - Meet individual established referral production goals. - Accountable for daily NSF review/weekly overdraft monitoring. - Assist with staffing and scheduling of the Tellers. - Responsible for training and onboarding new Tellers. - Support sales goals through identification of prospects and referrals to sales experts. - Seek out clients and educates them on alternative delivery channels. Build Client Rapport: - Provide excellent customer service to all KeyBank clients. - Greet and welcome every client as they enter the branch; acknowledge by name, if known. - Participate in client appreciation events. - Take ownership of client issues when possible, with the assistance of the branch management. - Make product suggestions based on the client's needs and refer to a member of the branch team. Present Products: - Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions. - Provide answers and assistance for client questions/concerns, utilizing resources within the branch. - Coordinate time between Personal Banker and client for business meetings as necessary. Fulfill Client Needs: - Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs. - Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs. Branch Operations and Platform Assistance: - Provide direction and guidance for branch staff on opertational/regulartory procedures. - Monitor and provide coaching to Tellers to enhance referral effectiveness. - Assist with meeting branch established referral production goals. - Cross- trained to work on platform and perform basic account opening and maintenance activities as needed. - Update electronic profile during client conversations. - Act as a backup to the Branch Manager as assigned. Additional responsibilities: - Special assignments as requested. - Ensure signage and merchandise are properly displayed. - Ensure that the branch facilities (internal and external) are maintained. REQUIRED QUALIFICATIONS: - High School Diploma, GED or equivalent business / operational experience - A minimum of 1 year Teller experience - Strong knowledge of branch operations - Demonstrated superior client relationship skills - Excellent communication and interpersonal skills - Strong detail orientation - Demonstrated organizational skills while managing multiple tasks - Strong team player - Working knowledge of Teller Software, PC with Windows based applications, Calculator - Demonstrated ability to lead, motivate, and foster teamwork - Ability to work branch hours to include weekends and occasional evenings - Physical Requirements include: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1- 10 lbs., occasional lifting of up to 30 lbs Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - 3 to 5 years of cash handling experience FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Branch Manager - SODO
5/27/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Branch Manager reports to the Area Retail Leader and the primary focus of this role is to build, coach, develop, lead and motivate a team that is capable of analyzing clients' needs and recommending financial solutions that create lasting client relationships. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch staff on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures and timely completion of KSAP (branch self assessment program) tasks. Responsible for managing, staffing and scheduling all direct reports within the branch. Accountable for driving new client acquisition and retention, growing market share and balance sheet growth, growing non-interest income, growing joint partnership revenue, and fostering client and employee satisfaction to meet or exceed branch sales and service goals. Accountable for partnering with and referring business to all lines of business partners including, but not limited to, Retail, Investment Services, Mortgage, Private Banking, Business Banking, Cash Management, Middle Market, Merchant Services and Foreign Exchange to meet client needs. ESSENTIAL JOB FUNCTIONS: The Branch Manager is responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive client experience. The Branch Manager also ensures that branch operations are effective and compliance requirements are met. - Branch Staffing & Performance Coaching: Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader; Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans; Ensure the Branch team is trained on Key's products, sales, and service models; Responsible for developing the branch team's understanding of Key's products and services, Key's sales and service process and the competitive landscape; Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers - Branch Operations: Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch KSAP (branch self assessment program) tasks; Ensure satisfactory or better branch audits; Review and certify completion of continuity and recovery activities; Ensure the branch focuses on operational processes to enhance the client experience; Report and follow up on branch facility issues that hinder branch operations; Monitor and coach customer service behaviors to exceed service measurement goals within the branch - Opportunity Management: Establish and communicate branch performance standards regarding client follow up, ensure proper focus in client relations, introduce members of the team to the client and participate in client appreciation events; Ensure Tellers are making client and account referrals in accordance with their established Teller referral goals; Branch Managers in Non Business Intensive branches focus on retaining and expanding small business clients in the Book of Business Focus/Grow category; Branch Managers in Business Intensive branches should focus on acquiring, retaining and deepening small business relationships - Needs Assessment: Review client needs and understand how the solution fits the clien; Create and maintain active calling plan for Book of Business clients and prospect - Present/Pitch: Discuss features and benefits of multiple products and services that may meet client needs to ensure the client selects the best product for them - Fulfillment: Communicate across branch team to build relationships with all team members and create realistic expectations in the sales process and effectively resolve differences; Walk through expectations with the client and ensure that the solution meets the client's need; Accountable for risk management and compliance for the branch within established parameters - Follow-Up: Ensure that client follow up calls are conducted by end of business day to confirm client understanding; Maintain and call on a client book of business; Ensure Branch financial goals are met or exceeded; Develop strong partnerships with business partners focusing on cross selling and referrals; effectively manage internal and external COs; Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being me; Manage employee hours worked in accordance to and compliant with KeyBank's time tracking policies; Utilize the annual district marketing plan to maximize community visibility, production, profitability and people resources. REQUIRED QUALIFICATIONS: Non Business and Business Intensive Branches: High School Diploma or 3 years of branch management experience; 3 years experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team; General understanding of financial statements and concepts; Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports; Demonstrated ability to leverage Centers of Influence (COIs) to further promote KeyBank business; Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking sales professionals; Demonstrated ability to effectively communicate and possess strong public speaking skills; Working knowledge of PC (MS Windows and Office Products; Ability to work branch hours to include weekends and occasional evenings Physical Requirements: Ability to routinely and frequently operate a motor vehicle with a valid driver's license in order to make outside sales calls. Additional Responsibilities for Business Intensive Branches: Demonstrated small business deposit/credit experience and familiarity with small business operations; Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: Managerial experience; Undergraduate degree in business related field; FINRA Series 6 and 63 investment licenses*; State Insurance License* *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Sr Rel Assoc, Cmml Bkg, Tarrytown, NY
5/27/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF) Provides overall administrative support for a designated KeyBank Commercial Bank Relationship Team. ESSENTIAL JOB FUNCTIONS Adheres to and supports Key's compliance culture. Acts as resource to the Team for all DDA-related compliance matters. Promptly provides requested information for C-CAP and other internal/external audits. Works in tandem with Relationship Managers and Credit partners to ensure daily resolution to client's overdrafts and insufficient funds. Understands the intricate details associated with various GTM products and ability to discover root cause of issues and ensure resolution. Coordinates set-up of new and conducts maintenance or closing of existing DDAs. Performs maintenance to RPM Analysis. Partners with Treasury Management and Retail partners as needed. Responds to routine and complex client inquiries and resolves/refers to appropriate support partners. Submits SRTS or TGS2 requests for DDA or general service needs. Coordinates follow-up with Internal Support and clients, as appropriate, to ensure prompt and accurate completion/resolution of service requests. Facilitates system maintenance to ensure proper portfolio assignments (i.e., CE Desktop, CRISP, CAT, CuCu, etc.). Supports Team's Desktop and other client-relationship reporting (CE Desktop activities, pipeline, referrals). Acts as "CE Desktop Champion" and helps RMs navigate successfully through the system. Works with Team and product partners to proactively identify and capitalize on additional cross-sell opportunities with new and existing clients. Regularly shares best practices and success stories to assist peers and other Team members with cross-sell opportunities. Helps to lead and assist in data integrity clean-up efforts as requested. Completes wire requests according to established LOB procedures. Assist Team in preparation of Relationship Reviews, Pitch Books, Proposals, Term Sheets, etc., as needed. Assist Team in call preparation, preparing agendas and sales proposals, and initiating follow-up correspondence as requested. Supports sales management activity and reporting, including preparing materials for staff/sales meetings, report error research, etc. Coordinates meetings and scheduling, delivers on equipment requirements and organizes proper room setup, as needed. Handles all telephone and written communications in a professional manner. Copies financial statements and sends to Portfolio Administration Group. Partners with Services Team to copy loan documents for distribution. Sorts and distributes incoming mail and coordinates outgoing mailings/shipments. Monitors and orders supplies and marketing materials. Orders office equipment and oversee its installation. Coordinates various client entertainment events, often involving partnering with other Community Bank LOBs (KPB, BB and Retail). Performs other duties/projects as requested. REQUIRED QUALIFICATIONS Five plus years of service support or administrative assistant experience with strong client focus. Prior work experience in comparable functional area – one with support of field sales/relationship-oriented team. Strong working knowledge of Treasury Management products and services. High School Diploma or equivalency required. Associate Degree or higher in related field or equivalent professional work experience, preferred. Advanced PC technical competencies (Microsoft Office word processing, spreadsheets, graphics, etc.) and Internet navigation skills. Demonstrates excellent written, verbal and interpersonal communication skills. Strong attention to detail, organizational and time management abilities. Ability to establish and maintain effective working relationships amongst team members, business/support partners and senior level management. Ability to mentor and guide more junior Relationship Associates as needed, preferred. Self-motivated and proven ability to be proactive and anticipate needs of team. Knowledge and understanding of more complex business principles (i.e., Commercial lending concepts, etc.). FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Sr Rel Assoc, Cmml Bkg, Rochester, NY
5/27/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ESSENTIAL JOB FUNCTIONS Adheres to and supports Key's compliance culture. Acts as resource to the Team for all DDA-related compliance matters. Promptly provides requested information for C-CAP and other internal/external audits. Works in tandem with Relationship Managers and Credit partners to ensure daily resolution to client's overdrafts and insufficient funds. Understands the intricate details associated with various GTM products and ability to discover root cause of issues and ensure resolution. Coordinates set-up of new and conducts maintenance or closing of existing DDAs. Performs maintenance to RPM Analysis. Partners with Treasury Management and Retail partners as needed. Responds to routine and complex client inquiries and resolves/refers to appropriate support partners. Submits SRTS or TGS2 requests for DDA or general service needs. Coordinates follow-up with Internal Support and clients, as appropriate, to ensure prompt and accurate completion/resolution of service requests. Facilitates system maintenance to ensure proper portfolio assignments (i.e., CE Desktop, CRISP, CAT, CuCu, etc.). Supports Team's Desktop and other client-relationship reporting (CE Desktop activities, pipeline, referrals). Acts as "CE Desktop Champion" and helps RMs navigate successfully through the system. Works with Team and product partners to proactively identify and capitalize on additional cross-sell opportunities with new and existing clients. Regularly shares best practices and success stories to assist peers and other Team members with cross-sell opportunities. Helps to lead and assist in data integrity clean-up efforts as requested. Completes wire requests according to established LOB procedures. Assist Team in preparation of Relationship Reviews, Pitch Books, Proposals, Term Sheets, etc., as needed. Assist Team in call preparation, preparing agendas and sales proposals, and initiating follow-up correspondence as requested. Supports sales management activity and reporting, including preparing materials for staff/sales meetings, report error research, etc. Coordinates meetings and scheduling, delivers on equipment requirements and organizes proper room setup, as needed. Handles all telephone and written communications in a professional manner. Copies financial statements and sends to Portfolio Administration Group. Partners with Services Team to copy loan documents for distribution. Sorts and distributes incoming mail and coordinates outgoing mailings/shipments. Monitors and orders supplies and marketing materials. Orders office equipment and oversee its installation. Coordinates various client entertainment events, often involving partnering with other Community Bank LOBs (KPB, BB and Retail). Performs other duties/projects as requested. REQUIRED QUALIFICATIONS Five plus years of service support or administrative assistant experience with strong client focus. Prior work experience in comparable functional area – one with support of field sales/relationship-oriented team. Strong working knowledge of Treasury Management products and services. High School Diploma or equivalency required. Associate Degree or higher in related field or equivalent professional work experience, preferred. Advanced PC technical competencies (Microsoft Office word processing, spreadsheets, graphics, etc.) and Internet navigation skills. Demonstrates excellent written, verbal and interpersonal communication skills. Strong attention to detail, organizational and time management abilities. Ability to establish and maintain effective working relationships amongst team members, business/support partners and senior level management. Ability to mentor and guide more junior Relationship Associates as needed, preferred. Self-motivated and proven ability to be proactive and anticipate needs of team. Knowledge and understanding of more complex business principles (i.e., Commercial lending concepts, etc.). FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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