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Retail Personal Banker II - Jenison
6/2/2015 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 II- Acquisition
6/2/2015 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.
Personal Banker I - Lincolnshire
6/2/2015 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 Associate
6/2/2015 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.
Personal Banker - Rockford, IL
6/2/2015 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-Bloomington Main
6/2/2015 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
6/2/2015 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
6/2/2015 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.
Personal Banker - Freeport
6/2/2015 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 Associate
6/2/2015 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 Associate
6/2/2015 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
6/2/2015 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 Associate
6/2/2015 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- Fowler
6/2/2015 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.
Full Time Teller III
6/2/2015 4:00:00 AM
Details: The candidate for this position will provide outstanding customer service and refer products that provide a better banking experience for our customers. The candidate must demonstrate knowledge of Fidelity's products and services, seek sales opportunities through customer relationships and conversations and recommend Bank products and services to customers. The candidate for this position will provide support for the Customer Service Manager behind the teller line and the Personal Banker with new accounts. This person must foster teamwork across all areas of the Bank. The candidate must maintain strict standards of confidentiality and perform duties in a manner that supports Oklahoma Fidelity Bank's core values. Requirements for the position include a high school diploma or equivalent, a minimum of 12 to 18 months teller experience, strong written and verbal communication skills, cash handling experience and 2 years of sales experience. EO/AA Employer: Title VII/Protected Veterans/Disability Status
Loan Operations Specialist
6/2/2015 4:00:00 AM
Details: The candidate for this position will prepare loan closing documents for consumer, commercial and construction loans using LaserPro documentation software and uploads all loans to the FIS Horizon core system. Responsibilities include, but not limited to, preparing initial loan closing disclosures within a timely manner. Requirements for the position include a high school diploma (or equivalent), a strong proficiency in both Word and Excel computer programs, along with excellent accuracy and communication skills. Experience with lending operations and with LaserPro documentation (and/or FIS Horizon core system) is preferred. EO EO/AA Employer: Title VII/Protected Veterans/Disability Status
Full Time Teller III
6/2/2015 4:00:00 AM
Details: The candidate for this position will provide outstanding customer service and refer products that provide a better banking experience for our customers. The candidate must demonstrate knowledge of Fidelity's products and services, seek sales opportunities through customer relationships and conversations and recommend Bank products and services to customers. The candidate for this position will provide support for the Customer Service Manager behind the teller line and the Personal Banker with new accounts. This person must foster teamwork across all areas of the Bank. The candidate must maintain strict standards of confidentiality and perform duties in a manner that supports Fidelity Bank's core values. Requirements for the position include a high school diploma or equivalent, a minimum of 12 to 18 months teller experience, strong written and verbal communication skills, cash handling experience and 2 years of sales experience. EO/AA Employer: Title VII/Protected Veterans/Disability Status
Full Time Teller I
6/2/2015 4:00:00 AM
Details: The candidate for this position will provide outstanding customer service and refer products that provide a better banking experience for our customers. Tellers must demonstrate knowledge of Oklahoma Fidelity products and services, seek sales opportunities through customer relationships and conversations and recommend Oklahoma Fidelity Bank products to customers. The candidate selected for this position must foster teamwork across all areas of the Bank. The candidate must maintain strict standards of confidentiality and perform duties in a manner that supports Oklahoma Fidelity's core values. Requirements for the position include a high school diploma (or equivalent), strong written and verbal communication skills, cash handling experience and sales experience. EO EO/AA Employer: Title VII/Protected Veterans/Disability Status
Residential Loan Officer
6/2/2015 4:00:00 AM
Details: The candidate for this position will possess a thorough understanding of mortgage lending practices, from origination to closing, and will provide high-quality customer service as home-buyers move through the lending process. The candidate will maintain constant contact with area realtors in order to establish business relationships and will market Oklahoma Fidelity Bank's loan products (in addition to other products and services). Requirements for the position include a bachelor's degree in a business-related field (which may be waived in lieu of experience), a minimum of 2 years lending experience, strong written and verbal communication skills, excellent public-relations skills, and the ability to work late and/or flexible hours. This position is 100% commissioned. EO/AA Employer: Title VII/Protected Veterans/Disability Status
Personal Banker
6/2/2015 4:00:00 AM
Details: The candidate for this position must be sales oriented with a strong customer focus. The candidate will market Fidelity Bank products in order to provide information to the customer and increase profitability for the Bank. Responsibilities will include opening new accounts while providing outstanding customer service and referring products that provide a better banking experience for our customers (such as consumer loans, deposit products and non-traditional banking products). The candidate must demonstrate knowledge of Fidelity Bank products and services, seek sales opportunities through customer relationships and conversations and recommend bank products to customers. The candidate selected for this position will provide support for the tellers behind the teller line in the absence of the Teller Supervisor and Branch Manager. This person must foster teamwork across all areas of the Bank. The candidate must maintain strict standards of confidentiality and perform duties in a manner that supports Fidelity Bank's core values. Requirements for the position include a high school diploma, strong written and verbal communication skills, 1 year of teller and new account experience, 2 years of sales experience and 6 months of supervisory experience. EO/AA Employer: Title VII/Protected Veterans/Disability Status
Full Time Teller II
6/2/2015 4:00:00 AM
Details: The candidate for this position will provide outstanding customer service and refer products that provide a better banking experience for our customers. The candidate must demonstrate knowledge of Fidelity's products and services, seek sales opportunities through customer relationships and conversations and recommend bank products to customers. The candidate for this position must foster teamwork across all areas of the Bank. The candidate must maintain strict standards of confidentiality and perform duties in a manner that supports Fidelity Bank's core values. Requirements for the position include a high school diploma or equivalent, a minimum of 6 months teller experience, strong written and verbal communication skills, cash handling experience and sales experience. EO/AA Employer: Title VII/Protected Veterans/Disability Status
Teller I
6/2/2015 4:00:00 AM
Details: POSITION SUMMARY: In a courteous and professional manner, serve clients by processing a variety of transactions using good judgment within prescribed limits regarding the validity of transaction requested. DUTIES/RESPONSIBILITIES: Serve clients at Teller window in a courteous and professional manner by processing a variety of transactions using good judgment within prescribed limits regarding the validity of transaction requested Full participation in Bank's Sales Program as directed by the Branch Manager Activities may include but not be limited to; call night, referrals, branch meetings, and sales contests Follow all policies and guidelines including internal security measures, and those in the First Midwest Bank Teller Policy Manual, and Teller Procedure Manual Gather all information needed at the time of transaction when it is necessary to complete a Currency Transaction Report or Monetary Instrument Log Know your customer by following policies and procedures for the use of identification when necessary to identify clients or customers, also using the Bank's client data base to find or confirm information 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 changes relating to regulatory amendments Place Reg CC holds when appropriate Attend and participate in Training classes offered by First Midwest Training & Development specific to the Teller position Work with Branch Manager, Teller Supervisor, and coworkers towards development and achievement of Bank, Branch, and Individual Goals Take responsibilities for acquiring Product Knowledge May be responsible for opening and closing the facility under dual control Must fully meet Teller Standards including responsibility for balancing daily within a reasonable time and with minimum differences according to Bank's established Teller Difference Policy Develop skills to recognize potential fraud The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. #CB
Trust Associate II
6/2/2015 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: Provide trust administration support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales support to the Trust Officer. Essential Job Functions: Provide support to assigned Trust Officer(s): Perform day- to- day functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interface with centralized support areas such as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure completion. Monitor accounts on a daily basis for overdrafts and un- invested cash and keep Trust Officer informed. Use cash forecasting to determine approximate amount needed in accounts over a period of time based on the account's needs and trends, working closely with the Investment Officer. Provide front- line service to clients in a telephone delivery channel environment. Handle inbound client calls on an ACD line. Discover, analyze and research account problems and recommend solutions as appropriate. Establish and maintain orderly record keeping system, ensuring maintenance of confidential account files and proper workflow. Read and understand Trust Agreements and related documents for administrative purposes. Manage fee maintenance as directed by Trust Officer. Prepare various reports, correspondence, technical documents and special projects as requested. Assist in preparing client presentations as needed. Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts. Keep current on the latest developments in trust law, tax law and other issues related to the trust business. Maintain compliance with all internal policies and procedures as well as with regulatory requirements. Provide backup for other Associates/Assistants. Build and maintain strong client contact and provide sales support: Identify client needs and revenue enhancement opportunities. May serve as primary contact for some account relationships. Follow- up on client issues and relay information to clients through correspondence, telephone communications and conferences. Resolve client requests and refer complex inquiries to Trust Officer. Assist Trust Officer with planning client meetings (in person and telephonically), and record activity in CE Desktop; assist in managing business pipeline activity through CE Desktop. Required Qualifications: High school diploma or equivalent. A minimum of one to three years related work experience or equivalent combination of work/educational background. Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills. Ability to interact effectively in a team environment. Demonstrated attention to detail. Proficient in all Microsoft Office Applications. Prior experience in a Trust department a plus. 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.
Teller - 14 hours - North Salem
6/2/2015 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.
Personal Banker:Utica
6/2/2015 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 Min/Fem/Vet/Disabled
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