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Loan Closer
5/17/2015 4:00:00 AM
Details: Ref ID: 04080-122162 Classification: Mortgage Closer Compensation: $37,000.00 to $45,000.00 per year Our Client, a financial services company, is searching for a Mortgage Closer. This position will be responsible for coordinating the closing between the company and its customers. On a daily basis, the Mortgage Closer performs a variety of tasks including closing government loans (FHA/VA), review title commitments and Hud-1 settlement statements, order closing documents and authorize funding. Minimum Requirements for the position include: High school diploma or GED 1+ years of experience closing government loans. Must have a proven ability to work successfully under deadlines Possess excellent communication, interpersonal, organizational and customer service skills Must be proficient with Microsoft Office with an emphasis in Excel If you have the ability to use independent judgment and multi-task in a fast-paced, paperless, team environment and are looking to work in a great environment this position is for you! Contact Kevin Bueker at 210-696-5000 or at to find out more about this job and other job opportunities.
Investment Accountant with Growth Opportunity!
5/17/2015 4:00:00 AM
Details: Ref ID: 00700-120056 Classification: Investment Analyst Compensation: $60,000.00 to $75,000.00 per year Growing and established Hartford Area Investment Firm has partnered with Robert Half in search of an Investment Operations Accountant to join their expanding practice! This promising opportunity is targeting candidates with previous investment accounting experience or public accounting experience with a focus on financial services clients. The Investment Operations Accountant will have a very visible promotion path throughout the organization with exposure to the Firm's Partners. The primary responsibilities for the Investment Operations Accountant entail performing analysis to support acquisition structuring and portfolio closing; financial analysis and reporting on various investment portfolios; tracking investment diversification, performance and metrics; as well as cash flow analysis and reporting. This position comes with a competitive compensation package and excellent benefits with a base salary ranging from $60,000 to $75,000 depending on experience level of the candidate. The right candidate for this role will be incredibly motivated and hard working with a drive to succeed in a fast-paced environment. The minimum experience required for this role is a Bachelors Degree in Accounting in addition to 3+ years of experience in investment accounting or public accounting with a focus on investments clients. Candidates that have completed or are pursuing their CPA, MBA or CFA are preferred for this role. If you meet these requirements and are looking for a high potential role with an excellent Firm, please email your resume in confidence to Kelleigh Marquard at . Please note that all applications are confidential. At Robert Half we never send a candidate's resume or information to a company or client without permission. If you are already registered with Robert Half, please contact your recruiter directly to inquire about this position.
Loan Processor (Support)
5/17/2015 4:00:00 AM
Details: Ref ID: 04730-007156 Classification: Loan Servicing Compensation: $9.00 to $9.00 per hour Robert Half Strategic Accounts is seeking Mortgage Loan Review Specialists for several contract positions with one of our Fortune 500 financial clients in Nevada, MO! See below for a full job description. The Mortgage Loan Review Specialist reviews loan files; prepares deficiency notices; obtains any missing documentation needed to complete a loan file; calculates, inputs, reviews and approves wire information into computer to generate a funding advice. Other responsibilities include packaging and submitting government files to HUD/VA for insurance guarantee; monitoring timely receipt of documentation on cleared work completion escrows; reviewing and updating reports; and serving as backup to Table Funding or Whole Loan Delivery as needed. This position will take place in an open cube environment, and selected candidates must demonstrate professionalism and ability to work independently and in a team environment. The position will be full time, Monday-Friday from 8 AM to 5 PM. If you would like to be considered for this role, please send your resume directly to
Treasury Manager
5/17/2015 4:00:00 AM
Details: Ref ID: 02160-116514 Classification: Treasurer Compensation: DOE Robert Half Management Resources is working with a Global Client in the Framingham area who is looking for a Treasury Manager. The Treasury Manager must have global treasury knowledge including international exposure. The Treasury Manager will be responsible for global cash forecasting and monitoring the currency market. The Treasury Manager will also be responsible for banking relationships, inter company netting and daily operations. The ideal candidate will have demonstrated strong organizational and communication skills and have the ability to multi task. Knowledge of Bank Platforms is required. This is a contract assignment with potential for opportunity For immediate consideration, please contact or .
Home Health Care Clinician
5/17/2015 4:00:00 AM
Details: TEST - DO NOT APPLY Experienced health care profressional for home care. Qualified candidates will have a Masters Degree in Psychology or related field, be experienced or interested in working with children and adolescents, and have their own vehicl
Automotive Staff Accountant
5/17/2015 4:00:00 AM
Details: Description You're serious about your career, and rest assured you've come to the right place. At Landers Ford a Landers Memphis Auto Group family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our group of dealerships are concerned with more than selling and servicing automobiles; they're committed to your success and invested in your future. So read on, and consider a rewarding career with Landers Memphis Auto Group. RESPONSIBILITIES OF THE STAFF ACCOUNTANT Provides assistance and support to the Accounting Supervisor Analysis of all assigned monthly accounts Balance all monthly accounts Journal entries Reconciliation of balance sheets Accounts payable invoice and voucher review Monthly financial statements and financial analysis Annual audit assistance Maintenance of accounting records
2010 - 2015 GRADS - BUSINESS / FINANCE / ECONOMIC MAJORS - JOIN A $20B STRATEGY CONSULTING FIRM
5/17/2015 4:00:00 AM
Details: FINANCE / BANKING / CONSULTING ENTRY LEVEL JUNIOR ACCOUNT EXECUTIVES OUR REVOLUTIONARY FIRM IS EXPANDING ITS FINANCE, BANKING &CONSULTING DEPARTMENTS 3 ENTRY LEVEL JUNIOR FINANCE & CONSULTING ASSOCIATE ROLES AVAILABLE DIAMOND CONSULTING IS AN INTERNATIONAL FIRM WITH OVER 540 OFFICES IN 19 COUNTRIES. OUR FIRM'S SPECIALITY IS IN THE MANAGEMENT OF ALL FINANCE & BANKING INITIATIVES FOR OUR CLIENTS. + WE MANAGE FINANCIAL & CONSULTING OPERATIONS IN OVER 37 INDUSTRIES RANGING FROM ENERGY, TELECOMMUNICATIONS, FINANCIAL SERVICES, PHARMACEUTICAL, NON-PROFIT & HEALTH CARE TO NAME A FEW. + OUR EXPECTED FINANCIAL GROWTH TRAJECTORY FOR THIS YEAR IS IN EXCESS OF $49 MILLION & NEW CONSULTING CLIENT ACQUISITIONS IS EXPECTED TO REACH AN ROI OF 98%. THIS ENTRY LEVEL FINANCE & CONSULTING JUNIOR ASSOCIATE POSITION WILL ENTAIL THE FOLLOWING: + ENTRY LEVEL FINANCIAL ASSOCIATE PHASE 1: FINANCIAL CONSULTING & BANKING CROSS TRAINING ACROSS MULTIPLE INDUSTRIES 4 WEEKS OF ENTRY LEVEL FINANCIAL SALES & CLIENT CONSULTING ROTATIONS FSO (FINANCE STRATEGY OVERVIEW) DEVELOPMENT ON 3 PILOT PROGRAMS DIRECT MENTORSHIP FROM SENIOR FINANCIAL CONSULTANTS ON NEW PROJECTS (COMPETITIVE ATHLETIC BACKGROUNDS ARE INTEGRAL FOR SUCCESS) + FINANCE & BANKING CONSULTING ASSOCIATE PHASE 2: TRAIN NEW ENTRY LEVEL ASSOCIATES ON FINANCIAL & CONSULTING STRATEGIES ACCRUE OVER 400 HOURS OF INTERVIEWING EXPERIENCE & SCOUTING TALENT MANAGE ASSIGNED FINANCIAL CONSULTING PROJECTS WITH A TEAM OF 5 LEAD TEAM EXPANSION EFFORTS & FINANCIAL RESEARCH BY OVERSEEING 10 PEOPLE (FRATERNITY / SORORITY & ACTIVE SOCIALITES DO INCREDIBLE IN THIS PHASE) + UPON MASTERY OF PHASE 1 & 2 WITHIN 10 MONTHS WE WILL PROMOTE A FINANCE & BANKING ASSOCIATES TO A SENIOR FINANCE CONSULTANT. THEIR RESPONSIBILITIES WILL DRAMATICALLY CHANGE TO MORE OF A CREATIVE AND STRATEGIC ROLE. NEGOTIATING NEW FINANCIAL CONTRACTS WITH PROSPECTIVE CLIENTS & CAMPAIGN CREATION & DEVELOPMENT WILL BE THE PRIMARY RESPONSIBILITIES.
Fixed Asset / Inventory Control Manager
5/17/2015 4:00:00 AM
Details: Fixed Asset / Inventory Control Manager $80K + bonus + benefits My client is a progressive, internationally based provider of energy solutions for industrial and utility clients globally. They are seeking a Fixed Asset / Inventory Control Manager to take ownership of the tracking, control and reconciliation of the fixed assets and inventory at their subsidiaries, hubs, and plant locations. This position is based in their Jacksonville, FL corporate office. Requirements: 5+ years of Accounting experience, strong foundation in GAAP; IFRS experience a plus CPA or Chartered Accountant a plus, large ERP experience a plus Up to 20% international travel, may be required If you, or a colleague or yours, is interested in getting additional information about this exciting opportunity, please send your updated resume in Word format to
EZPAWN Durant, OK - Sales and Lending Team Member 30104
5/17/2015 4:00:00 AM
Details: Job Responsibilities: Provides outstanding customer service through sales and lending activities. Works under the supervision of store management while learning to be an effective Pawnbroker. Understands and adheres to industry regulations and Company policies. Prevents loss or damage to Company and customer assets. Maintains a professional and productive work environment.
EZPAWN - Alvin, TX - Sales and Lending Team Member 10274
5/17/2015 4:00:00 AM
Details: Job Responsibilities: Provides outstanding customer service through sales and lending activities. Works under the supervision of store management while learning to be an effective Pawnbroker. Understands and adheres to industry regulations and Company policies. Prevents loss or damage to Company and customer assets. Maintains a professional and productive work environment.
EZPAWN - Bay City, TX - Sales and Lending Team Member 10213
5/17/2015 4:00:00 AM
Details: Job Responsibilities: Provides outstanding customer service through sales and lending activities. Works under the supervision of store management while learning to be an effective Pawnbroker. Understands and adheres to industry regulations and Company policies. Prevents loss or damage to Company and customer assets. Maintains a professional and productive work environment.
EZPAWN - Clute, TX - Sales and Lending Team Member 10273
5/17/2015 4:00:00 AM
Details: Job Responsibilities: Provides outstanding customer service through sales and lending activities. Works under the supervision of store management while learning to be an effective Pawnbroker. Understands and adheres to industry regulations and Company policies. Prevents loss or damage to Company and customer assets. Maintains a professional and productive work environment.
Inside Loan Officers: Base+Commission +Warm Leads
5/17/2015 4:00:00 AM
Details: We ARE Exploding with MSR Transfers/Portfolio Leads- Experienced Loan Officers Wanted! Base pay plus uncapped commissions! LEADS!- Realtor, Direct Marketing, Social Media, CSR Transfers! FICO Down to 550- Aggressive Underwriting! Our Top Loan Officer made over $83,000 last month! Carrington Mortgage Services is a fully integrated mortgage company with mortgage lending and servicing operations and an affiliated real estate brokerage. We service approximately $16 billion in mortgages and are licensed to arrange financing in a majority of states in the U.S. Great Behaviours Generate Great rewards, discover the opportunities with the Mortgage Division Grand Opening of our Westfield IN Center. Experienced Loan Officers Wanted! Becoming an Inside Loan Officer with Carrington Mortgage Services is about realizing dreams: your dream of a great career and our customers' dreams of financial freedom. You know how good you are at sales. The difference is: what you're selling and for what company. And that's exactly why Carrington Mortgage Services can dramatically change your life! We live and breathe success-and we know how to get you right in the action! We already have an extensive nationwide network of over 40+ offices and have plans to substantially increase our work force. Growth this phenomenal means that, combined with our "promote-from-within" policy, you'll have plenty of chances to move up in the company. Consider the following opportunities: Inside Loan Officers Sr. Loan Officers These positions will challenge your sales abilities. You will utilize our lead generation system that allows our Inside Loan Officers to originate real estate secured loans by developing relationships with retail customers. You will source potential customers, develop relationships, gather and review loan documents, maintain contact with customers throughout the loan submission, approval and funding process. Best of all, Carrington will provide all of the leads and training. What We Offer We understand that in order to continue to flourish, we must provide our front-line sales team with the absolute best in compensation, tools, systems, and training. Here are some of the benefits our Inside Loan Officers enjoy: * Base Salary, fueled by a commission structure with no caps. * Complete benefits package, with medical, dental, vision, just to name a few . . . * Incredible perks, Circle of Excellence first-rate recognition programs, and amazing rewards. . . * Qualified leads, potential customers who meet our lending requirements, and can benefit from our services . . . * Comprehensive marketing support, advertising events and the Internet, sophisticated approaches to business development, market research and analysis . . . * Training and development, you bring the talent, we'll teach you how to apply it to our business. * Promotion opportunities, we're big on promoting from within, and there are lots of growth opportunities around here . . . Want In? Look, we're not for everyone. We hold ourselves up to some pretty high expectations. But for the right person, there's not another gig like it anywhere. Here's the price of admission . . . Delivering 100% Exceptional Customer Experiences! If this is sounds like an opportunity you would like to hear more about please contact me directly or join us!! Inside Loan Officers will act as an advisor to customers regarding their options for obtaining a new mortgage. We are seeking individuals with a strong attention to detail who are willing to drive the loan process on behalf of their customers from beginning to end. Candidates that have RE agent relationships and that can self source are encouraged to apply. * Prospect for new business by make outbound calls to leads in existing portfolio, take inbound calls from mail solicitation campaigns, call transfers from Customer Service Representative agents, and inbound inquiry customer calls. * Call on and expand existing network. * Manage the loan process according to current legal and company guidelines and applicable federal, state and local regulations. * Follow up with prospects regarding documents that were submitted for review, analyze credit reports, income documents, and conduct further research as required. * Explain various loan products to customers. * Provide a high level of customer service to customer during the loan process * Must be able to make outbound calls
Regional Sales Center Inside Loan Officers: Base+Commission +Warm Leads
5/17/2015 4:00:00 AM
Details: Experienced Loan Officers Wanted! Base pay plus uncapped commissions!LEADS!- Realtor, Direct Marketing, Social Media, CSR Transfers! FICO Down to 550- Aggressive Underwriting! Carrington Mortgage Services is a fully integrated mortgage company with mortgage lending and servicing operations and an affiliated real estate brokerage. We service approximately $16 billion in mortgages and are licensed to arrange financing in a majority of states in the U.S. Branch Inside Loan Officers will act as an advisor to customers regarding their options for obtaining a new mortgage. We are seeking individuals with a strong attention to detail who are willing to drive the loan process on behalf of their customers from beginning to end. Candidates that have RE agent relationships and that can self source are encouraged to apply. Prospect for new business by make outbound calls to leads in existing portfolio, take inbound calls from mail solicitation campaigns, call transfers from Customer Service Representative agents, and inbound inquiry customer calls. Call on and expand existing network. Manage the loan process according to current legal and company guidelines and applicable federal, state and local regulations. Follow up with prospects regarding documents that were submitted for review, analyze credit reports, income documents, and conduct further research as required. Explain various loan products to customers. Provide a high level of customer service to customer during the loan process Must be able to make outbound calls
Retail Personal Banker Associate
5/17/2015 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 I
5/17/2015 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 - Crossroads BC
5/17/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Entry into 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 ofbanking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial ServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already establishedcustomer base). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service: o Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from otherproviders in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker II - Cross-Sell
5/17/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of bankingproductsand services to meet existing and prospective customers' needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed toolsandinteracting with the staff for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Consistently meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management. o Meet or exceed monthly/quarterly KPI point goals as defined by sales force effectiveness (SFE) reporting. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Maintain a working knowledge of and utilize the Consultative Sales Process with every customer interaction. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs and referring commercial loan opportunity to the Business Banking partner. o Uncover consumer loan opportunities through utilization of the Consultative Sales and Service process during customer interaction and oversee the loan process until completion. o Consistently meet or exceed brokerage referral goals as set by Bancorp. If licensed, must achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the teller line and platform, phone prospecting, Membership Banking and attending various seminars and community eventsasneeded. o Actively participate in morning huddles, sales meetings and monthly staff meetings. o Actively participate in phone prospecting within the financial center, utilizing the appropriate tools provided. o Establish close relationships with assigned One Bank partners, such as Mortgage, Business Banking and Brokerage partners, to ensure that established goals for each business line are met. Provide guidance to the staff in the referral andsalesprocess. . Customer Service Function: o Provide a customer experience, as defined by Bancorp, that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty, and retention that provides a differentiated experience from otherfinancialinstitutions in the market place. o Respond to all customer inquiries and service requests, providing professional resolution of problems/issues in a timely manner; generally within 24 hours, referring complex issues to the Financial Center Manager. o Develop and maintain close relationships with the customer base of the financial center through knowledge of account ownership, active participation in lobby leadership, assisting the teller line, greeting customers by name, and adherencetocustomer service standards as outlined by Bancorp. . Operations Function: o Open and maintain full range of retail accounts and services. o Maintain a working knowledge of all security and risk controls in place to protect the Bank against criminal and fraudulent activities and unnecessary risk and exposure. o Responsible to keep up to date on all security protocols. o Ensure all account documentation is complete and proper signatures gathered and account documentation is properly secured and sent to imaging in a timely manner. o Perform opening and closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker Associate
5/17/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker Associate - Rossford
5/17/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker I - Legacy Hill District
5/17/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Retail Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Retail Personal Banker 1 maintains focus onacquiringnewhouseholds 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 forprocessingtellertransactions as well as working as a member of the platform staff. ESSENTIAL DUTIES & RESPONSIBILITIES: Sales/Goals Function: . Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term financial needs. . Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. . Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. . Establish close working relationships with assigned Business Partners (Mortgage, Business Banking Officers and Investment Executive), referring customers when appropriate to provide timely, holistic financial solutions. . 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. . Provide guidance to Customer Service Representatives with respect to the sales and service process. Customer Service: . Promote customer satisfaction with a friendly, helpful demeanor and professionalism. . Act with confidence by answering customer questions and owning customer issues. . Maintain a position of trust and responsibility by keeping all business confidential. . Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Bank Operations: . Adhere to established policies and procedures while opening/servicing the full range of Retail products. . Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. . Facilitate opening and/or closing procedures as a member of the platform staff as necessary. . Work with the Financial Center Manager and/or Customer Service Manager, to maintain efficient branch operations. . Process teller transactions and maintain a personal balancing record that is in line with policy. (Time spent on the CSR line will vary between 25%-60%, depending on branch staffing model and/or need.) SUPERVISORY RESPONSIBILITIES: None.
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