Branch Relationship Banker LP Hutto | Round Rock, TX

workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Full-Time Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills.

This position will be based in Taylor, TX. Bilingual (Spanish) Preferred Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer

interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.

Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to solve customer's problems. Adheres to all policies and procedures, demonstrating sound judgment

within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - backssing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

To learn more about this and other opportunities on our team Watch this video ( Click To Reveal Link. Competencies Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Addressing Customer Needs – Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner. Banking Products – Knowledge of and ability to provide products and services available through the retail banking branch. Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.

Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Fraud Detection and Prevention – Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations.

Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines. Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

Understanding Customer Needs – Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers. Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Additional Job Description Benefits PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.

Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.

To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC. Disability Accommodations Statement: If an accommodation is required to participate in the application process, please contact us via email at xyz X@ Click To Reveal Email. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.

Applicants may also call Click To Reveal Phone and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of race, color, interaction, religion, national origin, age, interactionual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents Refer to the California Consumer Privacy Act Privacy Notice ( Click To Reveal Link to gain understanding of how PNC may use or disclose your personal information in our hiring practices. Recommended Skills Attention To Detail Business Planning Commercial Banking Customer Demand Planning Customer Experience Customer Relationship Management

- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.

Apply today. About this role: Wells Fargo is seeking a Relationship Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide

a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the

Relationship Banker (SAFE) role and perform the following duties: Participate in building relationships with customers and spend time understanding required needs Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers Present recommendations for resolving inquiries and service requests regarding customers' accounts Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers Provide information to internal partners and external sources to further enhance the customer experience Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.

As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of backssing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Customer service focus with experience handling transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Strong verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to make client calls and actively participate in the sales development process Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer- coaching Experience backssing customer needs and recommending products/services to fulfill those needs Experience using business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Job Expectations: Ability to work holidays and weekends Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period.

For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY.

The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.

Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http: //fedregistry.

nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards A current credit report will be used to backss your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation.

Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Compensation: $42,200 - $63,400 Location: 4505 WILLIAMS DR GEORGETOWN, TX 78633 Posting End Date: 5 Jan 2024 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9af7c1fd-a13b-46a8-8aa7-4c3be814f0e6

in building and maintaining relationships with our members. This position offers the opportunity to have one-on-one contact with members. You will engage members in conversation, build strong relationships, educate members about UHCU products and services, close on the services, and follow up to ensure the service is meeting our members' financial needs.

Sales, relationship building, and follow up skills are essential to this position. A Relationship Banker is the face of our organization and actively participates in community events demonstrating a commitment to UHCU's mission and vision. In this role at UHCU you'll get to: Promote and maintain positive relations with all contacts, members

and potential members. Actively participate in cross selling and referring beneficial products and services to members and non-members. Profile existing relationships for potential growth and utilize UHCU generated resources to solicit and inform member base of current or promotional products and services.

Assist members with drafts, balancing and reconciling their account, ordering checks, ACH deposits or withdrawals, stop payments, researching and identifying fraudulent activity, ATM and debit cards, wiring funds and western unions. Understand measurable and tracked sales efforts and consistently achieve assigned goals and baselines relative to branch thresholds. Maintain an organized

database relative to pending member items and proactive follow-up on newly acquired relationships.

Assume ownership of service and sales items and ensure a positive resolution on outstanding member issues. Perform all activities related to the opening or closing of all accounts offered ensuring that applicable regulations, disclosures, policies and procedures are observed. What you will need to succeed: Excellent listening ability and verbal communication skills. Demonstrated sales ability and thorough knowledge of and a willingness to actively promote products and services. Passion for providing outstanding service to our members. The ability to collaborate with team members.

Strong attention to detail, with a focus on accuracy and quality of work. Excellent organization, time management and problem solving skills. Ability to multitask in a fast-paced environment. The Requirements: 1-3 years of related experience. Minimum of 1 year experience selling products or services. Previous experience in the financial services industry preferred. Excellent verbal and written communication skills. High School Diploma or GED equivalent. About United Heritage Credit Union: The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership.

Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.4 billion in assets, more than 74,000 members, 11 branch locations, and approximately 270 employees. We are a full-service financial institution whose vision is " To be your primary financial institution. " Being part of our credit union means being part of our community.

UHCU Offers: Competitive Benefits Package 401(k) options (Pre-Tax and/or Roth) Generous paid time off (PTO) Education Reimbursement Program Opportunity to Advance! Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!

in a professional and positive environment every day. You will provide our valued members exemplary customer service as you accurately and efficiently process everyday banking transactions such as deposits, withdrawals, transfers, payments, and more. Truth is, you will interact with more members than anyone else.

We are looking for someone who is not afraid to strike up a conversation and find an opportunity in every member transaction. You will focus on the complete member experience, ensuring transactions are conducted with precision and without error. We take pride in truly caring about our members' financial well-being. You must be able to work in a fast-paced environment, while maintaining

professionalism and working efficiently. Tellers are the frontline to our success at UHCU and we are looking for candidates who are committed to providing that exceptional customer service experience to our members.

If you are interested in growing your career and becoming a part of our team, please submit your application today! As a Teller with UHCU you'll get to: Promote and maintain positive relationships with our members and your teammates. Promote, cross-sell, and refer credit union products and services to fulfill our members' financial needs. Give back. We are proud to be partners in the communities in which we serve and we do that by participating and volunteering in so many

community events and initiatives, it is impossible to list them all.

Gain a career. United Heritage provides a reputable environment with opportunity for growth, career opportunities, and the unparalleled ability to make a difference in a dynamic, team-oriented environment. It's way more than " just a job" to us! What you will need to succeed: Excellent listening ability and verbal communication skills. The ability to work hard, find solutions and have fun. Passion for providing outstanding service to our members. The ability to collaborate with team members. Strong attention to detail, with a focus on accuracy and quality of work. Ability to multitask in a fast-paced environment.

The Requirements: High School Diploma or GED equivalent. At least 6 months of cash handling and customer service experience within the last 12 months; previous Teller experience is a plus. Previous experience cross-selling products and/or services. Previous experience in a service oriented position where the primary focus was external customer service. Must be available to work a flexible schedule as hours/schedule are subject to change based on the needs of the business. Bilingual (English/Spanish) is a plus. About United Heritage Credit Union: The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership.

Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.4 billion in assets, more than 74,000 members, 11 branch locations, and approximately 270 employees. We are a full-service financial institution whose vision is " To be your primary financial institution.

" Being part of our credit union means being part of our community. UHCU Offers: Competitive Benefits Package 401(k) options (Pre-Tax and/or Roth) Generous paid time off (PTO) Education Reimbursement Program Opportunity to Advance! Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!