Tuesday, 9 June 2015

Latest CareerBuilder Jobs: Banking, US - 30 mile radius

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Latest CareerBuilder Jobs: Banking, US - 30 mile radius
Latest CareerBuilder Jobs

Teller
6/9/2015 4:00:00 AM

Details: Position Summary Provides the highest quality of customer service possible to new and existing customers by providing quality customer service. Receives, processes and balances customer transactions on a daily basis. Disburses funds for withdrawals and other cash transactions. Offers new services to customers and solutions to problems they may be experiencing. Accurately balances a cash drawer and shows ultimate responsibility in handling cash and bank securities on a daily basis. Essential Functions Operates a paying and receiving teller window, greeting customers, accepting deposits, cashing checks, issuing money orders, and providing other teller services to meet customers' needs. Balances window daily, meeting Bank standards for accuracy and efficiency. Recognizes opportunities to recommend and sell bank services to customers, referring them to customer service representative or lending staff when appropriate. Follows proper operating procedures and adheres to security guidelines. Represents the Bank to the public, creating a favorable, courteous, and professional impression. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws including the Bank Secrecy Act. Additional Responsibilities Performs other duties as required

 

Teller
6/9/2015 4:00:00 AM

Details: Position Summary Provides the highest quality of customer service possible to new and existing customers by providing quality customer service. Receives, processes and balances customer transactions on a daily basis. Disburses funds for withdrawals and other cash transactions. Offers new services to customers and solutions to problems they may be experiencing. Accurately balances a cash drawer and shows ultimate responsibility in handling cash and bank securities on a daily basis. Essential Functions Operates a paying and receiving teller window, greeting customers, accepting deposits, cashing checks, issuing money orders, and providing other teller services to meet customers' needs. Balances window daily, meeting Bank standards for accuracy and efficiency. Recognizes opportunities to recommend and sell bank services to customers, referring them to customer service representative or lending staff when appropriate. Follows proper operating procedures and adheres to security guidelines. Represents the Bank to the public, creating a favorable, courteous, and professional impression. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws including the Bank Secrecy Act. Additional Responsibilities Performs other duties as required

 

Business System Designer -Investments
6/9/2015 4:00:00 AM

Details: AccruePartners values our contract employees and our intent to be a thought leader with regards to The Affordable Healthcare Act. Our contract employees are eligible for Major Medical, Vision, Dental, Short Term Disability and 401K. COMPANY PROFILE: • Fortune 100 Financial Services Company • 100-year history of success • Tremendous growth and new business strategy has led to the need for high potential talent • Recent significant investments in cutting-edge technology WHAT THIS COMPANY OFFERS YOU: • Culture: Excellent work environment that fosters collaboration • Growth: Ability to make an impact in the direction of the organization • Opportunity: Gain hands-on experience working with cutting-edge products • Stability: Financial Performance of the company has reported record profits LOCATION: Charlotte OR Manhattan THE ROLE YOU WILL PLAY: •Design and test STAT/GAAP/TAX basis accounting workflow in new accounting system ('ePAM'). Design includes identifying solutions for workflow inadequacies and inefficiencies in addition to developing new workflow for manual processes. •Design and test security master fields and basis elections in ePAM •Build and enhance data catalogue synchronization between CAMRA and ePAM, which will feed into the downstream reporting system ('Investment Reporting Warehouse') •Design and test automated basis reporting in Investment Reporting Warehouse using new feeds from ePAM •Support all aspects of the project, including data governance design, report building and testing •Networks with IT, middle management and senior personnel internally and externally across groups to resolve issues and gain needed information. DESIRED PROFILE: •Minimum of 10 years of work experience in Investment Accounting •Experience with Pam or PFI investment accounting software. •Degree in Accounting required, CPA preferred •Experience with Accounting for Securities, fixed income, structured securities and equity •Expertise in financial statement analysis and strong understanding of the statement of operations •Strong communication, leadership and team building skills •Excellent organization, analysis and problem-solving skills required •Excellent documentation and communication skills

 

Senior Developer
6/9/2015 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 888 472-3411 or email accommodation@teksystems .com for other accommodation options. Our client, a major investment bank, is searching for a Senior Java/J2EE web developer that is well versed on both the front end (Spring MVC) as well as the server side. ML Bond Markets (MLBM) is a Retail Bond Trading platform that supports Client Buy and Sell Transactions for over 16,000 ML Financial Advisors world-wide. MLBM is built to facilitate distribution of bonds for electronic trading with an Infrastructure that acts as a Hub for the different trading platforms. MLBM serves as a single connection point, or hub, from each of the firms trading and offer management systems to each electronic distribution channel in which Debt Markets participates. MLBMs data and communications infrastructure was developed to consolidate global debt offerings into a single, centralized database that are received from various sources like Apex (Merrills Internal Pricing System), Bloomberg, BondDesk, ValuBond and lot other Financial Institutions. MLBM is also responsible for distributing ML Prices and Bond Inventory to Third-Party Financial Institutions like Schwab, J.P. Morgan, Wellington and WellsFargo. About TEKsystems: Join TEKsystems®, a leading IT staffing, IT talent management and IT services firm, and get your career on the fast track. We have more than 100 offices worldwide, and we partner with over 6,000 clients and place over 80,000 consultants per year. At TEKsystems, we seek to understand our consultants' skills, goals and interests, allowing us to present targeted job opportunities on a contract, contract-to-hire or direct placement basis. TEKsystems' leadership in the market stems from our sincere and personal commitment to driving the success of our customers, consultants and each other.

 

Branch Manager
6/9/2015 4:00:00 AM

Details: We're a company focused on neighborhood service, and long term customer relationships. You're a hardworking, positive and committed employee who is dedicated to success. As Regional Management Corp. continues to chart a leadership position in the consumer finance business, our continued growth means career development opportunities for you! Looking to take that next step in your career? Apply now to our Branch Manager position! As a Branch Manager you will be responsible for: Assigning duties to employees and frequently examines their work for accuracy, neatness, timeliness and maintaining efficiency by training employees and adjusting errors. Training all employees with regard to their phase of branch operations, company policies, procedures, and laws governing the consumer finance business. Exercising a degree of independent judgment in making decisions affecting employees and the work of the branch office within company policy guidelines and District Supervisor oversight. Recommending the employment of new personnel as well as possible promotions or discharges. Offering suggestions to the District Supervisor regarding salary increases for Branch employees. Providing leadership necessary to motivate employees and maintains a high degree of branch operation production. Creating and maintaining branch operations solvency by the control of assets, proper credit extension, and proper follow-up and counseling of past-due customers. Cultivating new business with dealers. Monitor the activities of Dealer Representatives to maintain strong dealer relationships, handle complaints and instruct dealers in company policies and procedures. Understanding our personal loan product offerings in order to assist customers in making educated decisions that help them achieve their financial goals. Establishing and building customer relationships through delivering exceptional service. Overseeing the following duties specifically: Approves and closes loans, as necessary. Works with past-due customers by developing a plan for resolution. Delegates all collection activity on a daily basis and follows up to ensure completion. Distributes any insurance claims to customers. Maintains proper insurance claims records and reports Telephones and sends collection material to past-due customers, as needed. Accepts and posts counter collections. Processes loan documents, computes cash to customers, and closes loans Answers telephone, as needed. Completes month-end reporting. Approves branch expenses. Signs checks for branch expenses, loans and money remittances. Approves all supply requisitions. Verifies cash by balancing cash drawers and maintaining cash count record. Other duties as assigned.

 

Programmer/Analyst
6/9/2015 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 888 472-3411 or email accommodation@teksystems .com for other accommodation options. Our client, a major investment bank, is looking for a programmer/analyst with a diverse technological background who can work within the Compliance Technology group. The primary concentration for this role will be in Java development process improvement, build automation, integration test automation and deployment automation. 5+ years of OO development Strong Oracle/SQL Production Support Actimize/AML experience is a huge plus The hiring manager is moving fast - for the right person, we can set you up with an interview ASAP. About TEKsystems: Join TEKsystems®, a leading IT staffing, IT talent management and IT services firm, and get your career on the fast track. We have more than 100 offices worldwide, and we partner with over 6,000 clients and place over 80,000 consultants per year. At TEKsystems, we seek to understand our consultants' skills, goals and interests, allowing us to present targeted job opportunities on a contract, contract-to-hire or direct placement basis. TEKsystems' leadership in the market stems from our sincere and personal commitment to driving the success of our customers, consultants and each other.

 

Java Developer
6/9/2015 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 888 472-3411 or email accommodation@teksystems .com for other accommodation options. The resource will support initiative work with the GWIM Surveillance Technology team including: * Work closely with team leads to review requirements and take ownership of the development effort. * Work with team to plan and design the Actimize model and its underlying architecture * Ensure top quality of the developed product before delivering it to SIT team. * Support SIT and UAT testing, issues resolution, coordinate efforts with the users and SIT team. * Perform various research and other tasks as assigned by manager Required skills: * 5+ in object-oriented programming using current Java version (1.7 and above). * 5+ years experience writing multi-table queries and designing data models. Database query skills to support development of models and analysis of results. * 3+ years experience in Capital Markets; good understanding of terms * Good communication skills * Proficient in problem solving and analytical thinking * Testing skills a plus Desired skills: * Data analysis a plus * Brokerage Compliance technology background * Actimize development experience a plus About TEKsystems: Join TEKsystems®, a leading IT staffing, IT talent management and IT services firm, and get your career on the fast track. We have more than 100 offices worldwide, and we partner with over 6,000 clients and place over 80,000 consultants per year. At TEKsystems, we seek to understand our consultants' skills, goals and interests, allowing us to present targeted job opportunities on a contract, contract-to-hire or direct placement basis. TEKsystems' leadership in the market stems from our sincere and personal commitment to driving the success of our customers, consultants and each other.

 

Business Analyst, Loan Servicing
6/9/2015 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 888 472-3411 or email accommodation@teksystems .com for other accommodation options. Our direct client is looking for a Business Analyst with loan servicing experience to join their team permanently. Responsibilities: Liaise and partner with internal business and technical personnel and external stakeholders/parties/vendors; lead discovery phase to identify and document requirements. Document current and to-be work flows, as well as use cases. Improve quality of products and services being delivered by the organization by gathering and documenting business and functional requirements, as well as the as-is and to-be process definitions. Assist in integration and acceptance testing, participate in implementation and provide post-implementation support of projects. Analyze internal practices, understand the business needs, and research both internal and external solutions for process improvements. Research and document the impact and risks of business proposal. Requirements: Bachelor's degree in business management or related discipline preferred Minimum 5 years of experience as a Business Analyst Experience in mortgage loan servicing a must Experience creating business requirement documents and traceability matrixes About TEKsystems: Join TEKsystems®, a leading IT staffing, IT talent management and IT services firm, and get your career on the fast track. We have more than 100 offices worldwide, and we partner with over 6,000 clients and place over 80,000 consultants per year. At TEKsystems, we seek to understand our consultants' skills, goals and interests, allowing us to present targeted job opportunities on a contract, contract-to-hire or direct placement basis. TEKsystems' leadership in the market stems from our sincere and personal commitment to driving the success of our customers, consultants and each other.

 

Retail Personal Banker II - Shelby, NC
6/9/2015 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.

 

Financial Center Manager I -Monroe/Secor Bank Mart
6/9/2015 4:00:00 AM

Details: Division: Retail FlsaStatus: Exempt EmploymentType: Regular Responsible and accountable for directing and administering a financial center with generally less than $30 million in core deposits and generating less than $700,000 in net profit. Ensure that the financialcenterprovidesthepublicwithbanking services, credit decisions, and service for consumer and commercial loans. Promote growth through the development of deposits, assets, fee-based services and the development and retention of new and existingcustomers.Providethepublic witha teamof employee's who are able to service all customer needs either directly or indirectly in a polite, friendly, capable and professional manner. ESSENTIAL DUTIES & RESPONSIBILITIES: o Sales/Goals Function: o Manage the sales function for assigned Financial Center or Bank Mart and coach team members, setting the example and tone for a strong sales environment that is collaborative. o Consistently execute, coach to and lead the defined sales and service processes using consultative sales skills and appropriate tools to proactively identify the financial needs of customers or prospects and recommend the appropriate solutionstomeet those needs. o Lead the team to consistently meet and exceed sales, service, customer experience, and profitability goals as defined by the Retail line of business and leadership. o Oversee the acquisition and growth of consumer and small business customers by establishing and deepening relationships, determining business or customer needs and making recommendations. o Actively participate in community activities and leverage outside calling to develop and grow relationships to further benefit the communities we serve. o Provide leadership necessary to actively work the current book of business and implement new strategies that generate new households and retain/expand current relationships. o Provide service to customers and prospective customers on various banking matters and professional resolution of problems/issues. o Maintain a position of trust and responsibility by following our Core Values and keeping all customer business confidential. o Develop and maintain collaborative relationships with supporting business partners in order to present a holistic approach to assessing the financial needs of customers. o Manager/HR Function: o Collaborate with Retail line of business or affiliate leadership to understand sales strategy, set priorities, direct, coach and delegate sales responsibilities to Financial Center staff, ensuring consistent execution of our sales process. o Understand and coach team members on the importance of operational responsibilities / risk activities impacting Retail. o Coach/train the team to be cross-trained on duties as necessary. o Partner with the Affiliate Leadership and Operations team to understand the staffing model and utilize the appropriate tools to adhere to the appropriate Financial Center staffing model. o Actively participate in the selection and onboarding of new employees. o Evaluate performance and provide consistent coaching and guidance on a regular basis. o Establish and facilitate regular sales and staff meetings, promoting participation of all Financial Center members and Business Partners, when appropriate. o Partner with Retail line of business and affiliate leadership to ensure staff receives proper training to demonstrate ability to sell, cross-sell and/or refer as appropriate to reach individual/team sales productivity goals. o Ensure that there is consistent communication regarding individual, job family and Financial Center goals and each staff member is held accountable for his/her results. o Take timely, appropriate action for non-performance and enlist management/business partner involvement as necessary. o Create a culture that attracts, retains and grows a team that values diversity, inclusion, and engagement. o Provide rewards/recognition for accomplishments in a timely manner. o Ensure the staff's continuous education of policies and procedures to adhere to compliance requirements. o Provide employees with timely, candid and constructive feedback. o Assist in the development of employees by providing opportunities to enhance employee knowledge and growth. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, modeling the ethical behavior expected from every employee within the Bancorp. Set the example and maintain ethical behavior at all times. o Operations Function: o Lead the team to consistently meet and exceed operational goals as defined by the Retail line of business and leadership. o Stay informed, guide and lead the team on regular updates by the Retail Risk & Administration Manager (RRAM), Retail Operations Manager and Bancorp management team with regard to operations policies and procedures, including but not limited toopenand close procedures, daily vault duties, control of cash levels and the adequate supply of inventory, completion of successful audits, fraud detection, and control of over/short by staff. o Maintain a personal balancing record that is in line with policy; Monitor regularly the balancing performance of the staff and have the ability to find and correct outages and to enlist help as needed for more difficult errors. o Receive and act on regular updates on the security controls in place to protect the bank assets against criminal, fraud and unnecessary risk or exposure and take necessary steps to ensure compliance within work area by all team members andbusinesspartners. o Utilize the operations policies and procedures to provide a quality experience for Fifth Third consumer and commercial customers. o Maintain a position of trust and responsibility by keeping all customer business confidential. SUPERVISORY RESPONSIBILITIES: Provides employees timely, candid and constructive feedback; assisting in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize andrewardemployees for accomplishments. Assist in the development of appropriate talent pool to ensure adequate bench strength and succession planning.

 

Treasury Analyst II
6/9/2015 4:00:00 AM

Details: Division: Finance FlsaStatus: Exempt EmploymentType: Regular Performs moderately complex analysis and other work assignments in support of Treasury activities while developing technical expertise within the Treasury discipline. Typically aligned to one of the following departmental functions: Asset/Liability, Funding/Liquidity or Investment Portfolio. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Performs moderately complex analysis and work assignments for one of the following departmental functions: o Asset/Liability Function * Provides analysis related to balance sheet, NII and risk management, working with management on complex assignments. * Develops ALM, QRM and other modeling capabilities; Assists in creating assessments. o Funding/Liquidity Function * Assists in managing and trading the bankÆs required reserve position, works independently for less complex transactions. * Assists in developing alternate wholesale funding strategies / improve liquidity. * Provides analysis to assist in managing and analyzing the bankÆs funding and liquidity position. o Investment Portfolio Function * Coordinates operational and analytical processes associated with purchasing and selling securities for the investment portfolio, works independently on less complex processes. * Provides analysis to assist in the management of the portfolio. SUPERVISORY RESPONSIBILITIES: None.

 

Personal Banker I - Sterling
6/9/2015 4:00:00 AM

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focusonacquiringnewhouseholdsand/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 responsibleforprocessingtellertransactionsas well as working as a member of the platform staff. ESSENTIAL DUTIES & RESPONSIBILITIES: Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Establish close working relationships with assigned Business Partners (Mortgage, Business Banking Officers and Investment Executive), referring customers when appropriate to provide timely, holistic financial solutions. o Work with the Financial Center team to consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to Customer Service Representatives with respect to the sales and service process. Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Facilitate opening and/or closing procedures as a member of the platform staff as necessary. o Work with the Financial Center Manager and/or Customer Service Manager, to maintain efficient branch operations. o Process teller transactions and maintain a personal balancing record that is in line with policy. (Time spent on the CSR line will vary between 25%-60%, depending on branch staffing model and/or need.) SUPERVISORY RESPONSIBILITIES: None.

 

Retail Personal Banker Associate - DeVeaux
6/9/2015 4:00:00 AM

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.

 

Retail Personal Banker II - Cross-Sell
6/9/2015 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 - Plaza Hall Terre Haute
6/9/2015 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.

 

Mortgage Processor II
6/9/2015 4:00:00 AM

Details: Division: Mortgage FlsaStatus: Non-Exempt EmploymentType: Regular Performs a wide range of duties related to the processing and underwriting of residential mortgage loans. These duties are both file and vendor level in nature. Maintains contact with external and internal customers to ensureworkflowdeadlines are met. Assumes primary responsibility for the loan file upon receipt. Proactive in communicating status on the loan to both the borrower and the Loan Originator, and managing to the closing date. Responsible for updating the fileandnotepad as work progresses on the processing system. Takes on a senior role within the team and conducts peer training for new hires. Handles escalated problems and issues requiring a senior level knowledge of residential mortgage loan processing. ESSENTIAL DUTIES & RESPONSIBILITIES: .Manage pipeline of conventional, government, and/or portfolio loans. .Process all loan types which may include conventional, FHA, VA, Bond, USDA and special programs .Evaluate loan documentation, calculate income, review assets, analyze liabilities, and clear conditions per delegated authority. .Validate automated underwriting decision per delegated authority. .Maintain high level of customer service by being proactive in communicating with the borrowers and loan originators. .Ensure accurate, complete, and timely loan data on processing system. .Actively participate in ongoing efforts to continually improve customer service for internal and external customers. .Responsible for appropriate section of HMDA Worksheet. .Review exception reports to ensure all tasks are completed. .Serve as an intermediary for loan issues with Loan Originators and other related departments. .Assist in training new hires. .Take active role as an escalation point within the team based on experience/knowledge. .Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. .Perform any other duties as assigned. SUPERVISORY RESPONSIBILITIES: None.

 

Consumer Loan Advisor I - CLA
6/9/2015 4:00:00 AM

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Primary focus on solution based selling of a full range of Fifth Third banking products specializing in consumer lending products and services to existing and potential customers in an inbound and outbound call center environment. ESSENTIAL DUTIES & RESPONSIBILITIES: Sales/Goals Function: . Achieves assigned sales goals while cross selling and referring additional products and services through solution based selling. . Use the consultative sales process and Financial Needs Assessment to educate customers about bank products and services as solutions to meet customers' immediate and/or future needs. . Maintain an in-depth knowledge of Retail consumer products/services and recommend appropriate solutions using our value proposition. . Utilize approved Marketing tools (Outbound dialing list, OneView) to reach out to customers and set appointments for periodic financial reviews. . Establish close working relationships with internal Partners (Equity Specialist, Mortgage, Business Banking Specialist and Investment Executive), referring customers when appropriate to provide timely, holistic financial solutions. Customer Service: . Promote customer satisfaction with a friendly, helpful demeanor and professionalism. . Provides accurate information to the customer, explains products and policies in a clear, concise manner . Responds professionally to customer service inquiries and issues/concerns via inbound phone calls. Follows up with customers in a timely manner. . 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. Call Center Operations: . Adhere to established policies and procedures while opening/servicing the full range of Retail products. . Achieves phone productivity goals while supporting department service level agreements. . Receptive to and incorporates coaching feedback to improve overall sales effectiveness. . Actively participates in personal and team development. . Suggests improvements and changes to processes and policies to enhance productivity, employee engagement and customer experience. . Accurately enters or confirms customer information. Initiate and/or complete proper request forms for customers. . Performs all other duties as assigned. SUPERVISORY RESPONSIBILITIES: None

 

Retail Personal Banker I - S Pennsylvania
6/9/2015 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
6/9/2015 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.

 

Vault Teller I
6/9/2015 4:00:00 AM

Details: Division: Operations FlsaStatus: Non-Exempt EmploymentType: Regular Perform varied and moderately complex duties related to the timely receipt and processing of currency, coin and check deposits from commercial customers and banking centers in accordance with established procedures and controls. DUTIES AND RESPONSIBILITIES: * Receive customer and banking center deposits from armored carriers and balance the deposits to the accompanying manifest. * Input deposits into Compass to maintain control and accountability. * Assign deposits to the processors. * Process/balance the individual deposits using Compass and a desktop currency counter. Includes some data entry of checks and counting of coin by hand or with a coin sorter. * Transfer Fed ready currency to the main vault teller and loose currency to the high-speed sorter following established procedures and controls. * Prepare/send documentation to the Secret Service on counterfeit items. * Prepare adjustments to customer accounts for errors in deposits. * File and/or mail copies of deposit tickets and adjustments to customers. * Consistently balance work processed. Take the initiative to find and correct outages and to enlist help as needed. * Complete daily proof and Statement of Condition for work processed. * Consistently meet or exceed productivity and quality standards. * Maintain a position of trust and responsibility by keeping all customer business confidential. * Comply with vault procedures and controls at all times. * Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None

 

Retail Personal Banker Associate
6/9/2015 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.

 

Lead CSR / Teller - Bloomington Main BC -Full Time
6/9/2015 4:00:00 AM

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the appropriate business partner for products andservices uncovered during business interactions and/or conversations. Function in a capacity that performs the most complex duties of a CSR, exercising considerable independent judgment. ESSENTIAL DUTIES & RESPONSIBILITIES: * Customer Service: o Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. o Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. o Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. o Maintain a position of trust and responsibility by keeping all customer business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. * Bank Operations/Transactions: o Perform daily office responsibilities, working with the PB, FSR, or FCM, to maintain the efficient operation of the office. Where appropriate/necessary, daily responsibilities may include the following; * Individual Authorities: - Open and close duties. * Security Role: - Cash withdrawal and check signing approvals. - Approval of ace transactions. - Night deposits. - Statement of condition (SOC). - Dual Key Process. o Maintain personally a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. o Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes. o Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Customer Services Manager, or other management as necessary. o Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. o Perform in the role of training and development personnel for new CSR#s and /or existing CSR#s as needed; help to identify any other CSR#s who are capable of training new staff members. o As Lead, monitor the operation behind the CSR line; delegate work and take issues to Customer Services Manager as needed. o As Lead, act as office resource personnel for CSR activity, answering questions and finding solutions to customer issues and financial center procedures; assist management in keeping CSR#s up-to-date as requested. * Referrals: o Consistently meet or exceed sales referrals as set by management. o Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Initiate conversations to uncover customer needs and be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers, so that personal and Bank goals are consistently metand/or exceeded. SUPERVISORY RESPONSIBILITIES: None.

 

Assistant Center Manager- East Side Banking Ctr
6/9/2015 4:00:00 AM

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular The Assistant Center Manager is a management position responsible for sales and service coaching of the staff in large and/or specialized Financial Centers, as well as meeting individual production goals leveragingtheconsultativesalesprocess. The Assistant Center Manager provides back-up to the Financial Center Manager as required and directly manages some or all of the sales and service staff. This role could be licensed. ESSENTIAL DUTIES & RESPONSIBILITIES: Sales/Goals Function: . Provide sales and service leadership for the financial center, setting the example for a strong consultative sales and service environment . Consistently execute, coach to and lead the defined sales and service processes using consultative sales skills and appropriate tools. . Lead the team to consistently meet and exceed sales and profitability goals as defined by the Retail line of business and leadership. . Provide leadership necessary to actively work the current book of business and implement new strategies that generate new households and retain/expand current relationships. . Lead by example through the consistent use of the consultative sales process to proactively identify the financial needs of customers or prospects and recommend the appropriate solutions to meet those needs. . Develop and maintain effective relationships with appropriate business partners, such as mortgage, business and investment partners. . Promote customer satisfaction with a friendly demeanor and professionalism while keeping all business confidential. Manager/HR Function: . Partner with Financial Center Manager to understand sales and service strategies, set priorities, direct, coach and delegate responsibilities to the staff as appropriate utilizing the consistent execution of our sales andservicemanagementprocesses.. Partner with Financial Center Manager to ensure staff receives proper training to demonstrate ability to sell, cross-sell and/or refer as appropriate to reach individual/team sales productivity goals. . Evaluate performance on a regular basis, providing constant coaching and guidance; provide assistance to the Financial Center Manager as appropriate. . Assist the Financial Center Manager in the selection and on boarding of new employees. . Take timely, appropriate action for non-performance and enlist management/business partner involvement as necessary. . Create a culture that attracts, retains and grows a team that values diversity, inclusion, and engagement. . Provide rewards/recognition for accomplishments in a timely manner. . Lead and/or assist the Financial Center Manager in facilitating regular staff meetings (sales meetings, huddles, etc.), promoting participation of all Financial Center members and Business Partners, when appropriate. . Support or provide back-up to the Financial Center Manager as appropriate. Operations Function: . Adhere to established policies and procedures while opening/servicing the full range of retail products. . Facilitate opening and/or closing procedures as a member of the branch management team as necessary. . Assist the Financial Center Manager or Lead Customer Service Representative (if appropriate) to maintain efficient branch operations. . Observe and coach CSRs to follow the defined sales and service processes. SUPERVISORY RESPONSIBILITIES: Provides employees timely, candid and constructive feedback; assisting in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth;recognizeandrewardemployees for accomplishments. Assist in the development of appropriate talent pool to ensure adequate bench strength and succession planning.

 

Retail Personal Banker II - Cross-Sell
6/9/2015 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
6/9/2015 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.

 

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