Location: Indianapolis, IN
Company: Grandview Lending
top-notch service to your clients and have a proven track record of retaining and building your client list, please start your application today! Responsibilities: • Establish and maintain relationships with realtors, bank officers, builders, and the community at large in order to retain existing and attract new business• Manage a large pipeline of loans to ensure your production meets our requirements• Communicate a thorough understanding of different loan programs and closing costs to help prospective buyers make a decision• Interface with realtors, processors, and underwriters to ensure a smooth transaction while overseeing all customer interactions• Ensure accurate and timely preparation
of all required documents from borrowers, loan officers, title companies and other related industry professionals Qualifications: • Knowledge of state and federal regulations, and company underwriting policies and guidelines • Provide excellent interpersonal and customer service skills, superior written and verbal communication skills, and exceptional decision-making ability• 3-5 years of real estate, mortgage origination, or lending experience required• Previous experience with Office Suite and loan originating software such as Experian, Calyx, or Lending Wise preferred • Understand a variety of loans such as: FHA, VA, USDA, conventional, fixed/ adjustable, bridge, non-conforming, FNMA and FHLMC,
and Home Equity Lines of Credit• An established book of business is preferred• Bilingual - Spanish/English speaking a plus Compensation: $80,000+ at plan yearly About Company: Grandview Lending is a family-owned and operated residential mortgage lender.
Our goal is to help people in our communities obtain new home loans and refinance existing mortgages. Grandview Lending is a conventional, FHA, VA, rural housing, and reverse mortgage-approved lender and works with high-quality national lenders to offer our customers appropriate choices to their individual circumstances. As a broker, we are able to give our clients the old-fashioned personal service not seen today at name-brand banks.
Banking jobs refer to employment opportunities within the banking sector, which plays a pivotal role in the financial services industry. These positions range from tellers and customer service representatives to investment bankers and risk analysts. Key characteristics of banking jobs include handling monetary transactions, providing financial advice, managing clients' portfolios, and ensuring regulatory compliance. They often demand strong analytical skills, attention to detail, and a commitment to maintaining customer trust and confidentiality. With the rise of fintech, many banking roles also require adaptability to technological advancements and innovative financial solutions.
Banking jobs refer to employment opportunities within banks and financial institutions where individuals manage financial transactions, provide customer service, and support banking operations. These jobs vary from tellers, loan officers, and financial advisors to analytical roles like risk assessors and investment bankers. Key features of banking jobs often include a focus on customer service, attention to detail, regulatory compliance, numerical skills, and the handling of sensitive information. They can offer career progression, respectable salaries, and opportunities for both entry-level and experienced professionals.
in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is 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 meet existing and prospective customer's 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 tools and interacting with the staff for referral activity. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs backssment
to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. 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. 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.
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. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills or combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working 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. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens.
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. Personal Banker Associate II - Southport Bench LOCATION -- Indianapolis, Indiana 46237Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
