Financial Services Officer (Loan Officer / Personal Banker)

Details: Come Grow With Us!   This position is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs. Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services. Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans. Assists members in the selection of, completion and submission of a real estate mortgage loans (purchase and refinances). Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score. Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs. Participates in marketing campaigns and member awareness seminars. Works with outside sources to generate additional business. Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as the relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices and may assist with branch audits. Local candidates only please - No sponsorships.  Lockheed Federal Credit Union is an Equal Opportunity Employer.M/F/D/V

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Personal Banker (safe) 1 - Bethesda Elm Store

Details: Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets. Come Join Us.As a Personal Banker, you will devote much of your day to building long term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.Our Expectation of our Personal Bankers:Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. May handle cash transactions. May spend up to 30% of time completing service-related tasks.Every banker has their own scorecard with daily sales and referral goals. You will be rewarded for your success with bonus incentives beyond base salary. Our best Bankers constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently. Bankers have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others enhance their ability to educate our customers. We ll provide outstanding training, but it s up to you to learn our products and services. Personal Bankers will develop and improve their skills through regular feedback discussions with supervisors and learn skills which will help further their professional experience and improve their chance for even greater roles in the future.This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

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Personal Banker (safe) 1

Details: Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets. Come Join Us.As a Personal Banker, you will devote much of your day to building long term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.Our Expectation of our Personal Bankers:Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales callsThis position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

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Personal Banker (safe) 1

Details: Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets. Come Join Us.As a Personal Banker, you will devote much of your day to building long term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.Our Expectation of our Personal Bankers:Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales callsThis position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

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Licensed Personal Banker- Northville

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: 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 banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate. o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Business Banking Officers and Brokerage Representatives to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service: o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from other providers in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. * Bank Operations: o Open and maintain full range of retail accounts and services. o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. o May need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None. ExperienceMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or equivalent combination of education and experience required. Four+ years experience in a sales environment; experience in financial industry a plus. Pass lending test requirements to achieve appropriate level of lending authority. Must have appropriate licensing of 6, 63 and insurance. Able to sell independently from the Brokerage Investment Executive. Work involves ability to perform advanced math functions with capability to analyze credit and financial information. Position involves contact with the public, necessitating the ability to present a professional image. Work requires the ability to properly read and write well enough to communicate in both oral and written form. Position requires an in-depth knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

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Retail Personal Banker - Cross-Sell

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already established customer base). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service: o Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from other providers in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES. SUPERVISORY RESPONSIBILITIES: None. ExperienceMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * College degree or three to five years work experience providing transferrable skills, or, combination of education and experience. Experience in financial industry strongly desirable. * Demonstrated ability to develop comfort level with cold calling sales and/or the ability to cross sell to established customers. * Ability to pass lending test requirements to achieve appropriate level of lending authority. * Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. * Must present a professional demeanor. * An advanced level of written and oral communication skills must be demonstrated. * Must demonstrate the ability to develop a strong working knowledge of knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

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Retail Personal Banker - Acquisition

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: ò Sales/Goals Function: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already established customer base). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. ò Customer Service: o Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from other providers in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. ò Bank Operations: o Open and maintain full range of retail accounts and services. o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. o May need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None. ExperienceMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: ò College degree or three to five years work experience providing transferrable skills, or, combination of education and experience. Experience in financial industry strongly desirable. ò Demonstrated ability to develop comfort level with cold calling sales and/or the ability to cross sell to established customers. ò Ability to pass lending test requirements to achieve appropriate level of lending authority. ò Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. ò Must present a professional demeanor. ò An advanced level of written and oral communication skills must be demonstrated. ò Must demonstrate the ability to develop a strong working knowledge of knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions. ò This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

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Retail Personal Banker - Acquisition

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: ò Sales/Goals Function: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already established customer base). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. ò Customer Service: o Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from other providers in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. ò Bank Operations: o Open and maintain full range of retail accounts and services. o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. o May need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None. ExperienceMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: ò College degree or three to five years work experience providing transferrable skills, or, combination of education and experience. Experience in financial industry strongly desirable. ò Demonstrated ability to develop comfort level with cold calling sales and/or the ability to cross sell to established customers. ò Ability to pass lending test requirements to achieve appropriate level of lending authority. ò Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. ò Must present a professional demeanor. ò An advanced level of written and oral communication skills must be demonstrated. ò Must demonstrate the ability to develop a strong working knowledge of knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions. ò This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

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Retail Personal Banker - Cross-Sell

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already established customer base). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service: o Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from other providers in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES. SUPERVISORY RESPONSIBILITIES: None. ExperienceMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * College degree or three to five years work experience providing transferrable skills, or, combination of education and experience. Experience in financial industry strongly desirable. * Demonstrated ability to develop comfort level with cold calling sales and/or the ability to cross sell to established customers. * Ability to pass lending test requirements to achieve appropriate level of lending authority. * Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. * Must present a professional demeanor. * An advanced level of written and oral communication skills must be demonstrated. * Must demonstrate the ability to develop a strong working knowledge of knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

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Retail Personal Banker - Detroit Eastside

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already established customer base). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service: o Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from other providers in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES.ExperienceMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or equivalent combination of education and experience required. Four+ years experience in a sales environment; experience in financial industry a plus. Pass lending test requirements to achieve appropriate level of lending authority. Must have appropriate licensing of 6, 63 and insurance. Able to sell independently from the Brokerage Investment Executive. Work involves ability to perform advanced math functions with capability to analyze credit and financial information. Position involves contact with the public, necessitating the ability to present a professional image. Work requires the ability to properly read and write well enough to communicate in both oral and written form. Position requires an in-depth knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

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Personal Banker (safe) Training Program - Kenai Peninsula

Details: This position is will be located in the Kenai Peninsula Market and will be 40 hours per week.Do you enjoy working in a fast paced retail sales environment? Like providing expert advice? Find satisfaction in offering the right financial solutions to your customers? Like to have clear-cut goals and take pride in exceeding them? Want frequent recognition and rewards for top performance?We are currently looking for top notch sales and service leaders to join the Personal Banker Training Program. This program provides on-the-job and classroom training. Candidates who successfully complete the program will be placed into Personal Banker positions throughout the Kenai Peninsula, including Homer. This program is a great opportunity for our team members to advance in their careers with Wells Fargo!Our bankers have exciting opportunities to learn about the financial services industry through partnering with all our lines of business. Responsibilities include selling retail banking products and services to customers and prospects. Managing customer's portfolios, servicing relationships and cross-selling all products and services. Providing a broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Gaining new customers through outbound calls (in-person and Telephone) and partner referrals. Using profiling analysis tools to identify cross sell opportunities and make outbound sales calls typically by phone to increase product per customer ratio.This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

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Personal Banker (safe) Training Program - Kenai Peninsula

Details: This position is will be located in the Kenai Peninsula Market and will be 40 hours per week.Do you enjoy working in a fast paced retail sales environment? Like providing expert advice? Find satisfaction in offering the right financial solutions to your customers? Like to have clear-cut goals and take pride in exceeding them? Want frequent recognition and rewards for top performance?We are currently looking for top notch sales and service leaders to join the Personal Banker Training Program. This program provides on-the-job and classroom training. Candidates who successfully complete the program will be placed into Personal Banker positions throughout the Kenai Peninsula, including Homer. This program is a great opportunity for our team members to advance in their careers with Wells Fargo!Our bankers have exciting opportunities to learn about the financial services industry through partnering with all our lines of business. Responsibilities include selling retail banking products and services to customers and prospects. Managing customer's portfolios, servicing relationships and cross-selling all products and services. Providing a broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Gaining new customers through outbound calls (in-person and Telephone) and partner referrals. Using profiling analysis tools to identify cross sell opportunities and make outbound sales calls typically by phone to increase product per customer ratio.This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

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Personal Banker (safe) 1

Details: Work schedule: Flexible Monday thru Friday between 9:00 am and 7:00 pm along with rotating Saturdays.Our vision is to satisfy all of our customers financial needs, help them succeed financially, be known as one of America s great companies and the number-one financial services provider in each of our markets. Come Join Us.As a Wells Fargo Personal Banker, you will complete a comprehensive training program that consists of a 10-week classroom self-study, and on the job training. Performs a variety of job assignments to develop key skills and gain a working knowledge of the duties of a Personal Banker.As a Personal Banker, you will devote much of your day to building long-term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.Our Expectations of our Personal Bankers:Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank. Every Banker has their own scorecard with daily sales and referral goals. You will be rewarded for your success with bonus incentives beyond base salary. Our best Bankers constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently. Bankers have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others enhance their ability to educate our customers. We will provide outstanding training, but it is up to you to learn our products and services. Personal Bankers will develop and improve their skills through regular feedback discussions with supervisors and learn skills which will help them further their professional experience and improve their chance for even greater roles in the future.

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Personal Banker (safe) Training Program - Kenai Peninsula

Details: This position is will be located in the Kenai Peninsula Market and will be 40 hours per week.Do you enjoy working in a fast paced retail sales environment? Like providing expert advice? Find satisfaction in offering the right financial solutions to your customers? Like to have clear-cut goals and take pride in exceeding them? Want frequent recognition and rewards for top performance?We are currently looking for top notch sales and service leaders to join the Personal Banker Training Program. This program provides on-the-job and classroom training. Candidates who successfully complete the program will be placed into Personal Banker positions throughout the Kenai Peninsula, including Homer. This program is a great opportunity for our team members to advance in their careers with Wells Fargo!Our bankers have exciting opportunities to learn about the financial services industry through partnering with all our lines of business. Responsibilities include selling retail banking products and services to customers and prospects. Managing customer's portfolios, servicing relationships and cross-selling all products and services. Providing a broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Gaining new customers through outbound calls (in-person and Telephone) and partner referrals. Using profiling analysis tools to identify cross sell opportunities and make outbound sales calls typically by phone to increase product per customer ratio.This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

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Personal Banker - OH, Kent

Details: Play a vital role in the customer banking experience at Chase! As part of JPMorgan Chase, a leading global financial services firm, Chase has over 5,200 locations where our bankers build relationships with customers by providing them with products and services to meet their ever-changing needs.   The Personal Banker is a branch based sales position whose primary goal is to acquire, retain and deepen customer relationships.  You will take a lead role in creating an outstanding customer experience and helping the Branch meet sales objectives contributing to the success of the firm.  As a Personal Banker, you will proactively meet with customers - face to face and over the phone - to discover their financial needs and provide product and service recommendations.  You will also partner with specialists (such as Loan Officers, Business Bankers, and Financial Advisors), to ensure our customers get access to experts who can help them with specialized financial needs.    If you are interested in building a career at Chase, there are plenty of career development opportunities available.  After a period of time in the Personal Banker role, you may have the opportunity to obtain your FINRA Series 6, 63, and Life Insurance licenses.   Plus, many successful Personal Bankers develop skills to move into roles such as Branch Managers, Assistant Branch Manager Sales, Business Bankers, Loan Officers and Financial Advisors - or other career paths.   This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.   As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS or re-register and move your previous registration to JPMorgan Chase's registration rolls. Your continued employment in this position with JPMorgan Chase is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter.    In addition, information obtained during the registration process may impact your employment with the firm.    Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by Chase.  Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.   Further information about NMLS and the requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

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Personal Banker (safe) Training Program - Kenai Peninsula

Details: This position is will be located in the Kenai Peninsula Market and will be 40 hours per week.Do you enjoy working in a fast paced retail sales environment? Like providing expert advice? Find satisfaction in offering the right financial solutions to your customers? Like to have clear-cut goals and take pride in exceeding them? Want frequent recognition and rewards for top performance?We are currently looking for top notch sales and service leaders to join the Personal Banker Training Program. This program provides on-the-job and classroom training. Candidates who successfully complete the program will be placed into Personal Banker positions throughout the Kenai Peninsula, including Homer. This program is a great opportunity for our team members to advance in their careers with Wells Fargo!Our bankers have exciting opportunities to learn about the financial services industry through partnering with all our lines of business. Responsibilities include selling retail banking products and services to customers and prospects. Managing customer's portfolios, servicing relationships and cross-selling all products and services. Providing a broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Gaining new customers through outbound calls (in-person and Telephone) and partner referrals. Using profiling analysis tools to identify cross sell opportunities and make outbound sales calls typically by phone to increase product per customer ratio.This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

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Personal Banker (safe) 1 - Mountain Home

Details: This position is located at the Mountain Home Store and will be 40 hours per week.Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets. Come Join Us.As a Personal Banker, you will devote much of your day to building long term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.Our Expectation of our Personal Bankers:Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank. Every banker has their own scorecard with daily sales and referral goals. You will be rewarded for your success with bonus incentives beyond base salary. Our best Bankers constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently. Bankers have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others enhance their ability to educate our customers. We ll provide outstanding training, but it s up to you to learn our products and services. Personal Bankers will develop and improve their skills through regular feedback discussions with supervisors and learn skills which will help further their professional experience and improve their chance for even greater roles in the future.This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

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Personal Banker

Details: KleinBank is Minnesota’s largest family-owned state bank. Our 23 community-focused locations have been serving the financial needs of local residents and businesses since 1907. KleinBank is looking for an out-going individual interested in working as a key member of the sales team as a Personal Banker at our Montevideo location.  This individual will serve as a primary member of the bank’s sales force by providing quality service to clients and potential clients in order to develop business in the areas of consumer loans, depository accounts, retirement accounts, credit cards, debit cards and other bank products.  Responsibilities include seeking new customer relationships, maintaining existing relationships, acquiring and maintaining bank product and compliance procedure knowledge, performing account maintenance as requested and working as part of a team to ensure goals are met.  This individual will also be required to perform teller duties as needed.  This is a full-time position which includes Saturday rotation.

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