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Latest CareerBuilder Jobs: Banking, US - 30 mile radius

Latest CareerBuilder Jobs

Mortgage Underwriter
6/1/2015 4:00:00 AM

Customer Service Representative
6/1/2015 4:00:00 AM

Details: TMX Finance Customer Service Representative Earn up to $25K! Pelham, Alabama The TMX Finance family of companies ("TMX") is one of the largest and fastest growing consumer specialty finance organizations in the United States. With brands that include TitleMax, TitleBucks, InstaLoan, and TMX Credit, TMX provides a diversified product offering. These brands are represented nationwide and the growth of TMX has created a wealth of career opportunities in both our stores and at our corporate offices. If you are looking for a dynamic career with significant earning potential and tremendous advancement opportunities, you've come to the right place. A TMX family company is seeking outgoing and courteous Customer Service Representatives to join its amazing team. This role is all about service and satisfaction and you'll get to interact with both current and potential customers on a daily basis. Your extensive product knowledge, coupled with your unwavering ability to accommodate the needs of our customers, will allow you to successfully respond to questions or concerns about our services. The talented group of Customer Service Representatives at TMX is also responsible for following up with customers that have expressed an interest in our products. This role is all about building customer relationships, competitively appraising vehicles, and resolving past due accounts. We offer a competitive benefits package, which includes: Competitive hourly wage Dental and vision eligibility 401k with matching company contribution Flexible Spending Account Paid Time Off Closed on Sundays Comprehensive training program designed to set you up for success Performance-based career advancement Essential Duties and Responsibilities Help increase store profitability through customer relationship development, community involvement and marketing campaigns Accurately determine loan values based off of a comprehensive vehicle appraisal Successfully manage customer accounts, ensure that payments are made in a timely manner, and collect on past due accounts Make daily bank deposits, accept customer payments, process vehicle liens and comply with Company policies and procedures as well as all local, state and federal laws and regulations Specific knowledge, skills and abilities High School Diploma or equivalent Experience in a sales or customer service oriented position; retail, sales, or financial industries preferred Sales-oriented mentality and a passion for great customer service Excellent verbal and written communication skills The desire and ability to work in a fast-paced, rewarding, and results-driven environment Demonstrated ability to handle multiple competing tasks with ease and enthusiasm An outgoing and confident personality during interactions with customers, co-workers, and business partners Proficiency in Microsoft Office Suite to include Word, Excel and Outlook Minimum Required Qualifications Credit and criminal background check required to include MVR (state exemptions may apply) Valid driver's license and car insurance Must be at least 19 years of age Ability to work store hours of operation, including Saturdays Use of personal vehicle required Standing, walking, sitting, repetitive movements and use of mechanical controls, such as keyboard, are frequently required All TMX entities are Equal Opportunity Employers. PI90564125

Student Loan Consultant
6/1/2015 4:00:00 AM

Details: The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 844 895-8598 or email accommodation@aerotek .com for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position. Student Loan Consultants (SLC) are responsible for handling incoming student loan sales and student loan status calls from customers. The SLC will manage their own portfolio of customers and build relationships with students and families that could span many years. - Student Loan Consultants serve as the single point of contact for new student loans and have meaningful conversations with customers to gain an understanding of their current and future needs to suggest an appropriate education financing package, including recommending additional Wells Fargo products and services. - Responsible for developing and maintaining knowledge of a variety of financial products and services - Handles all calls with the intent of providing customer satisfaction and retention. -Candidates will be busy through August and into September of this year -Work off of 2 computer screens (1 application & 1 guide/script) - Goal is to create a positive customer service experience -Work closely with a FT consultant to build their cusotmer portfolio -Some follow up outbound calls About Aerotek: Aerotek, headquartered in Hanover, Md., is a leading provider of technical, professional and industrial staffing services. Established in 1983, Aerotek is an operating company of Allegis Group, the largest provider of staffing services in the U.S. Aerotek operates a network of more than 200 non-franchised offices throughout the U.S., Canada and Europe. For more information, visit aerotek.com .

Accountant- Fixed Assets
6/1/2015 4:00:00 AM

Details: POSITION SUMMARY : Applies principles of accounting to analyze financial information and prepare day-to- day financial activities. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsible for supporting Fixed Asset Manager with processing of asset invoices, monthly journal entries, and reconciliations. Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, and documenting business transactions. Monitors compliance with US GAAP, applicable SEC rules, and company procedures. Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports. Other projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES: Demonstrate technical knowledge and understanding of Accounting theory, principles, practice and regulations Ensure financial transactions are recorded accurately and timely. Basic knowledge of GAAP and financial reporting Advanced Excel skills Solid communication, technology, organizational and analytical skills

Float Analyst / Operations Analyst
6/1/2015 4:00:00 AM

Details: Job Description Monitor, identify, research, compile, and report daily operational data related to specialized transactions, functions, work volume, productivity, and finance and quality issues. Resolve issues related to specialized complex operation functions. Develop recommendations to mitigate control issues, improve the effectiveness and efficiency of department operations, and review findings with management. Responsible for escalation of production issues for quick resolution and understanding and supporting continuous development of systems owned by unit. Assist in the interpretation, implementation and communication of policies related to the operations financial, operational, quality and compliance issues. Compile, analyze, and interpret data to make strategic and tactical recommendations to business managers. Solves more highly complex system related operational and customer issues with possible financial risk. Apply statistical data to business strategies and presents recommendations to senior management in a meaningful format. Manage complex production issues and large projects requiring the coordination of resources, budgets and deadlines. Define business requirements, user acceptance testing, and implement complex changes. Maybe the subject matter expert in the area and provide training for other analysts. Performs project work, management reporting and may provide input for procedure and process development. Makes decisions on highly complex issues with considerable latitude in judgment interpreting policies and procedures and resolves problems within established guidelines. May act as a back up for the department manager. Qualifications Basic Qualifications : High School Diploma or equivalent and 6 years banking operations or retail branch banking experience with an emphasis on analytical concepts. Demonstrate the ability to organize, direct and perform highly complex analysis. Experience in the development of management communications, procedures or policies, and in the coordination of project teams. Proficient with MS desktop. Strong working knowledge of on-line systems and banking regulations. Some managerial or supervisory experience and/or project leadership experience. Preferred Qualifications: 8 years operational experience within financial services industry. Thorough knowledge of STI policies and procedures as well as banking regulations. Experience working with float tables. Vendor management experience. Equal Opportunity Employer SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer and does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, disability, veteran status or other classification protected by law.

Mortgage Analyst
6/1/2015 4:00:00 AM

Details: Superior Staffing Solutions is a ProfessionalRecruiting Firm specializing in the areas of Accounting & Finance, Banking,Mortgage, Sales/Marketing, Human Resources, IT, Legal and Engineering& Manufacturing. When we work with you, we roll up our sleevesand become your business partner. Our company motto is "Building aPartnership...One Client & Candidate At A Time". Our success ismeasured by your success. With a combined 35 years of industryexperience, we invest whatever recruiting resources are needed to identify,qualify and hire the best talent with exceptional delivery. Currently we aresearching for a Mortgage Analyst in the Midland, Michigan area. The Mortgage Analyst will be responsible for rendering credit decisions on incoming applications consistent with underwriting policies, underwriting mortgage commitments, and verifying supporting documentation as submitted by applicants. Experience in analyzing all loan credit, income, and asset documents (1003 Application, Income (Pay stubs, W2, 1040), Sales Contract, Credit Reports, Asset Documents (bank statements, broker statements, gift letters, retirement accounts, etc). Experience in performing thorough Appraisal and Title review. Ability to validate whether a prospective borrower's loan application adheres to the lenders and investors guidelines (FNMA). Ability to analyze and ensure that all Desktop Underwriter findings are met with supporting documentation in loan file. Ability to calculate and accurately determine front-end and back-end ratios (LTV, DBR, etc) for credit underwriting decisions. Ability to assess an individual's creditworthiness while adhering to all regulatory and compliance requirements. Stay informed with the knowledge of all regulatory standards and industry trends Ability to resolve outstanding loan stipulations. Identifies risks associated with mortgage loan files, escalating issues to manager when required.

Software Asset Manager (SAM)
6/1/2015 4:00:00 AM

Details: SOFTWARE ASSET MANAGER (SAM) SYSTEMTEC. FIND YOUR NEWCAREER PATH! We are seeking a SoftwareAsset Manager (SAM) towork with our client! Come work at our client's organization that hasrecently been noted as a strong leader in information technology,administrative and service capabilities here in Columbia, SC. Businesscasual working environment + two onsite cafeterias! WHAT YOU WILL CONTRIBUTE: In this role, you will be responsiblefor: Daily and strategic management and control of a software portfolio valued at as much as $600-800 million. Overseeing software asset lifecycle activities to optimize the value, cost and risk of software. Strongly influencing vendor negotiations and providing counsel on contractual provisions with software vendors like Microsoft, IBM, and Oracle. Serving as technical software licensing expert on licensing models, product use rights and licensing metrics/entitlements for vendor-published server software assets WHAT YOU WILL TAKE AWAY: This would be your initial assignment for Full Time Employment with SYSTEMTEC. Employment with us means a competitive salary + paid OT, PTO, holidays, health, dental, disability, and life coverage, 401K, tuition reimbursement, and more.

Mortgage Underwriter
6/1/2015 4:00:00 AM

Details: Integrity Home Mortgage Corporation, located in Winchester, VA is searching for Mortgage Underwriters for the following branches: Winchester, Harrisonburg, Culpeper, Centreville, Fredericksburg Virginia; Martinsburg, WV; Frederick, and Hagerstown MD. Comprehensive benefits to include Medical, Dental and 401k. Send resumes to . Integrity Home Mortgage Corporation is an Equal Opportunity Employer

Mortgage Insurance Processor
6/1/2015 4:00:00 AM

Details: Pay: $11-$14/hour depending on experience Job Type: Full Time Mortgage Insurance Processor Position: A Mortgage Insurance Processor ensures delivery of excellent customer service while making Mortgage related outbound calls or web inquiries to insurance companies to verify Home Owners insurance and policy premiums. Responsibilities may also include taking incoming calls from insurance companies and/or their insured customers to update insurance information on properties. This position supports the Mortgage Operations Supervisor, and all others on the Mortgage Operations Department team. Job Duties and Responsibilities: • Handle all Mortgage outbound calls with little supervision and according to procedures • Work the Mortgage outbound call queue and other reports by making outbound calls or web verifications • Accurately compose written information for loan histories • Accurately verify, key, and/or memo insurance information in relation to all Home Owners Insurance coverage types • Process insurance information received from agents, lenders and borrowers on the tracking system • Effectively and professionally present Mortgage Solutions procedures as needed • Follow up and resolve problems or issues with little supervision

Mortgage Insurance Processor
6/1/2015 4:00:00 AM

Details: Pay: $11-$14/hour depending on experience Job Type: Full Time Mortgage Insurance Processor Position: A Mortgage Solutions Specialist ensures delivery of excellent customer service while making Mortgage related outbound calls or web inquiries to insurance companies to verify Home Owners insurance and policy premiums. Responsibilities may also include taking incoming calls from insurance companies and/or their insured customers to update insurance information on properties. This position supports the Mortgage Operations Supervisor, and all others on the Mortgage Operations Department team. Job Duties and Responsibilities: • Handle all Mortgage outbound calls with little supervision and according to procedures • Work the Mortgage outbound call queue and other reports by making outbound calls or web verifications • Accurately compose written information for loan histories • Accurately verify, key, and/or memo insurance information in relation to all Home Owners Insurance coverage types • Process insurance information received from agents, lenders and borrowers on the tracking system • Effectively and professionally present Mortgage Solutions procedures as needed • Follow up and resolve problems or issues with little supervision

Mortgage Insurance Processor
6/1/2015 4:00:00 AM

MORTGAGE PROCESSORS, CLOSERS & UNDERWRITERS NEEDED!
6/1/2015 4:00:00 AM

Senior QA Engineer - Investment Platform
6/1/2015 4:00:00 AM

Details: One of the top hedge funds globally is currently seeking a Quality Assurance engineer to be an integral part of the investment process group. This firm is currently managing over $60 billion in assets and is making strides to grow its QA Team and move from manual to automation testing. The fund has recently been involved in multiple development projects and is looking to evolve the testing environment into something that will continue to provide quality releases. Although there will be a decent amount of manual testing involved this candidate must have strong automation skills with the ability to problem solve through complex issues. You will be working heavily on the funds financial applications that are used to drive the trading decisions made by its large Investment Team. Having strong communication skills is critical as you will often be involved in various meetings with the business partners as well as other developers. This firm has a top of the line compensation package and offers full health coverage for all of its candidates. In order to be considered for this exciting opportunity you must have the following attributes: 7+ years of Quality Assurance experience 3+ years Automation experience is a must Experience with UFT (QTP) Experience with Data-driven Automation Frameworks Deploying WCF and REST services experience SQL script skills Deep background with Microsoft Tools Visual Studio or Team Foundation Server (TFS 2010) Experience in the financial services industry This is an exciting opportunity and lots of candidates from MSFT and other leading tech firms have recently come to join this company in its expansion. If you are a well versed engineer that has a desire to work in a developing QA environment, then please send your resume to the attention of Kyle Pedretty and his Team at Huxley Associates, Boston. This is an urgent role and they are looking to bring people

Telecom Analyst Needed Immediately in our Florida Office!! Must Have Call Center Experience!
6/1/2015 4:00:00 AM

Details: MUST HAVE CALL CENTER EXPERIENCE!! Planet Financial Group/Planet Home Lending is a fast-growing national residential mortgage lender and servicer with over $16 billion in servicing. It supports multiple business channels uniquely positioned to provide competitive products and services. The company is an approved originator and servicer for FHA, VA, and USDA as well as a Fannie Mae Servicer, Freddie Mac Seller/Servicer and full Ginnie Mae Issuer . The Telecom Analyst's role is to coordinate strategies for – and ensure the integrity of – in-house voice, data, and telephony equipment and its associated network connections. This includes configuring and optimizing all telephone systems and services, voicemail and communication systems, and conferencing environments, both internally and those integrated with Internet-based services. Also, the Telecommunications Analyst's mandate will be to maintain SLAs for all organizational telecom applications and systems. This is a fulltime permanent position with excellent pay and full benefits! We are 8 years old – located in Maryland, Florida, New York, Connecticut, Florida and California. We offer a business casual environment with a competitive benefits package (medical, dental, vision, life insurance, vacation, personal, sick leave and 401K.) We celebrate success and offer advancement opportunities are available for those with the desire to grow. Locations: Columbia, Maryland (near Baltimore/Washington D.C.) Melville, New York (Long Island) Meriden, Connecticut (near Hartford) Tampa/Clearwater, Florida (Corporate Headquarters) where this position is located! Dublin, California (NORCAL near San Francisco) Irvine, California (SOCAL near Los Angeles) Aliso Viejo, California (SOCAL near Los Angeles) http://planetfg.com/our-services (Our Private Equity Firm worth 6.5 BILLION!!!) www.planethomelending.com (Our subsidiary) Our new Florida Corporate Headquarters!! http://www.bizjournals.com/tampabay/blog/2015/01/clearwater-company-moving-to-tampa-doubling-in.html?ana=e_du_pub&s=article_du&ed=2015-01-13&u=h0aE8d/IE4mW37NtAxypM/FL+gI&t=1421180352

Bankruptcy Paralegal
6/1/2015 4:00:00 AM

Details: Mid-sized Connecticut Law firm seeks experienced Bankruptcy Paralegal to work full time in our Farmington Office

AVP Debit Card Fraud Analyst
6/1/2015 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 Debit Card Fraud Investigator position relies on judgment to plan and accomplish goals and works under very limited supervision of the Manager. Problem-solving and analytical skills are used to authenticate customers and complex transactions and accounts. The incumbent must have ability to function in a highly professional capacity, confidently make decisions based on sound analysis, effectively interface with all levels of management, and possess excellent written and verbal communication skills. Proactive engagement and the ability to successfully investigate and prosecute and negotiate cases, implement security programs and promote security awareness within the assigned Region and for the Bank as a whole. Responsible for a wide range of duties related to the investigation of credit card charge disputes to reduce bad debt while preserving customer experience. The Investigator engages in frequent written and verbal communication with department management and other company associates and third-parties to accomplish goals. The Investigator may also be required to contact customers by phone and email. Productivity, quality assurance & timely delivery of individual tasks/projects will be evaluated along with the overall contribution to the development of the functional unit. Major responsibilities consist of the following: Investigate credit card disputes and make decisions regarding their validity based on available internal and card brand policies and 3rd party data and in accordance with defined SOP's Use a combination of manual and automated tools to obtain information. Create clear, concise and compelling documentation to respond to disputes. Communicate via email and telephone with external and internal customers to make informed decisions about risk Analyze multiple data points to quickly and accurately to inform decision making Assist in the development and streamlining of complex models and rules, providing input based on relevant empirical information Contribute or lead other special projects which reduce chargeback losses while maintaining focus on positive customer experience Recognize and escalate new trends and patterns. Perform analysis and various reports on a timely basis, including any ad-hoc reporting needs from the fraud platforms. Responsible for creating any reports for leadership, operational teams, and investigations teams. These reports can include information on: System performance, financial analysis, chargebacks, fraud trending, rule analysis, and department metrics. Assist in the development of new tools for use in chargeback debt mitigation. Identify, communicate, and champion process improvement opportunities that will benefit internal and external customers Work directly with legal counsel and appropriate law enforcement or government agencies as necessary.

Teller
6/1/2015 4:00:00 AM

IT Project Manager (Retail Banking)
6/1/2015 4:00:00 AM

Details: Genesis10 is seeking several IT Project Managers to work on a long term contract in Dallas supporting our retail banking client. Only W2 candidates can be considered. Description: As a Senior Project Manager, you will provide project management and oversight on the delivery of complex business solutions in a complex, geographically dispersed matrix organization. This project management position is multifaceted requiring a combination of general business acumen in Retail Banking and broad technical knowledge (applications and infrastructure) coupled with the ability to plan, coordinate and execute as core competencies. You will be managing an application development projects and application migration projects. Project Managers will lead meetings, handle project reporting, issues/risk, and engage with stakeholders. The Project Manager must be able to DRIVE and EXECUTE CONSISTENTLY.

IT Asset Manager
6/1/2015 4:00:00 AM

Details: Genesis10 is seeking an IT Asset Manager. This is a long-term contract opportunity with our Transportation industry client in Kansas City, MO. Description: The Asset Manager is responsible for the daily and long-term strategic management of hardware, software and service assets within the organization. Scope includes IT as well as Business Operations Assets. Responsibilities include planning, recording, auditing, and maintaining asset information. The Asset Manager will also develop, implement, and maintain processes and procedures to ensure relevant company assets and their attributes are tracked throughout their lifecycles. Responsibilities: Develop, communicate and manage short term and strategic goals regarding asset and configuration management Develop processes, procedures, and workflows to accurately track and update assets Develop processes and procedures that specifically address Software Asset Management Software Asset Management activities should include a comprehensive and strategic governance program that assesses and mitigates risk, establishes standard procedures and controls, maintains necessary software documentation, understands contract terms, performs compliance monitoring, and optimizes software licensing costs Assist with the design, build and implementation of the asset repository (CMDB) Assist with the implementation and configuration of discovery tools designed to automatically populate the CMDB Develop strategies regarding the population of the CMDB that utilizes auto discovery tools when possible and has processes and procedures for items that must be tracked or updated manually Work closely with stakeholders and functional area managers to develop a roles and responsibilities matrix (RACI) that ensures that all asset management activities are accounted for and enforced

Commercial Banking Officer V, Business Banking
6/1/2015 4:00:00 AM

Details: COMMERCIAL BANKING OFFICER, BUSINESS BANKING POSITION SUMMARY: Originate and service a variety of commercial loans to privately held companies, with revenues of up to $20 million, in and around the Chicagoland area. Provide support and guidance to help develop other team members. Serve as a financial partner/advisor for business people in the community. Lending authority will be determined in accordance with Bank policy. DUTIES/RESPONSIBILITIES: Analyze complex credits and prepare clear, complete written and oral presentations without assistance Manage commercial banking portfolio of business clients in the top 10% of the company, assessing and meeting their business and personal needs Effective monitoring, administration and maintenance of existing commercial banking portfolio in accordance with Bank's standards Perform sales activities to develop new relationships with business clients and produce sales results at a very high level for an extended period of time Develop and maintain referral networks with local insurance agents, real estate brokers, accountants, attorneys and other professionals Provide support and guidance to help develop other team members Maintain credit quality in accordance with Bank guidelines Participate in all required training sessions for compliance Maintain adequate controls to ensure compliance with consumer protection statutes/regulations in a defined area of responsibility Implement bank-directed policy and changes related to regulatory amendments Prepare monthly sales and production reports Ensure proper loan documentation is prepared and monitor and eliminate exceptions in a timely manner Attend all Loan Committee and Sales Meetings and participate accordingly Involvement in various community activities and organizations; should have a minimum of one high-level leadership role outside of the company Assist in strategic planning involved in meeting department's goals and objectives

Retail Personal Banker II - Westgate
6/1/2015 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
6/1/2015 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 - Homestead
6/1/2015 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 focusonacquiringnewhouseholds 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 responsibleforprocessingtellertransactions 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.

Personal Banker I - Cincinnati & No KY
6/1/2015 4:00:00 AM

Personal Banker - in & around Pittsburg
6/1/2015 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.

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Monday, 1 June 2015

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