Location: Bridgewater, NJ
sales, customer service and people skills. Prior retail experience preferred. With your commitment in the Universal Bankerrole, Provident Bank can help you advance in your career and climb the ladder of success POSITION SUMMARY The Universal Banker position is a " career level" position that performs both Teller and Platform duties.
The responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers' needs by processing a variety of financial transactions including but not limited to opening accounts, cross selling, tele: consulting, developing relationships thru a book of business, and servicing
accounts, check cashing, withdrawals, deposits, and loan payments and/or greeting customers, and performing customer needs backssment (profiling). The Universal Banker may also research and resolve account issues or customer inquiries, promotes organizational products and services by referring current or prospective customers to other departments within the organization.
This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the banking center supervisor with teller line and end of day functions and preparing
daily paperwork according to branch procedures. This position may be eligible to obtain Life and Health Licensing.
Works under general supervision. MAJOR JOB RESPONSIBILITIES : The Universal Banker's duties and responsibilities listed below are categorized into general 3 areas : Sales, Service and Operations. Sales: : Meet customer sales referrals and cross: selling goals; knows the features and benefits of all products and services to satisfy the needs of the customers : Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services : Actively refers clients for commercial business to branch manager: Exceed client expectations through active engagement, commitment and dedication to servicing and building customer relationships: Advance the Banks Corporate Sales Program through the consultative profiling of clients to develop new relationships and build upon existing ones and is responsible for managing and growing a book: of: business.
Service: : Direct clients and identify opportunities through lobby management. Assist clients with branch technology and provide referrals to other lines of business: Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards: Supplements general platform sales and service responsibilities as required: Exhibit and execute on customer service protocols Operations: : Ensures operational and financial safety and soundness: Leverages Lobby management as a tool for managing risk: Establishes customer identity according to established guidelines and adheres to all other compliance procedures: Assist Branch Management with Branch operations as needed : Performs teller duties including but not limited to: check cashing, withdrawals, deposits and loan payments: Ensures compliance with policies and procedures as required : Prepares and/or completes CTR/SAR procedures on appropriate transactions: Must be able to work a flexible hourly schedule as requested: May be asked to travel to other locations / branches: Assists in training other branch personnel:
What makes Peapack-Gladstone Bank different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the fifth consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation.
Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and
value feedback from all levels and operate with a philosophy of hospitality and general human kindness. There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (an committee focused on enriching the lives of women - Leading Inspiring Females Together).
Said quite simply, the culture is amazing! Position Overview Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience
efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, executing service requests and transactions.
Assume management responsibilities within approved limits in the absence of the Retail Private Banker and Retail Client Experience Manager. Candidates for this role must have strong communication skills, be enthusiastic, technologically savvy, able to recognize sales and deposit growth opportunities and be willing to exceed our clients and prospects expectations in every interaction. They must adopt and live our core principals and display actions reflecting " Clients First" and " One Team" principles daily Responsibilities 1.
Must learn to deliver service to clients in the manner they want to be treated while demonstrating all required service protocols and best practices. Effectively learn the most current branch technology and can encourage clients to use the technology offered. Must learn to introduce clients to the available technology and educate them on the ease of usage. 2. Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Identify clients with additional profit potential and develop action plans to expand these relationships.
Actively participate in ongoing training and regular sales meetings. Understand partner's roles and all products and services PGB offers to help uncover the expressed and unexpressed needs of our client's and prospects. 3. Proficiently open all products offered such as checking, money market, CDs, IRAs, Netteller, Debit Cards and complete credit card and loan applications. Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.
Provide supervisory overrides and review of transactions in the absence of the Retail Private Banker and Retail Client Experience Manager. Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed. Ensure all work is processed and in proof at days end. 4. Maintain the confidentiality of the Bank and its clients at all times while providing courteous and efficient client service. Strive to provide exemplary service by anticipating client needs when promoting the banks products and services Ability to apply critical thinking by using logic and reasoning to identify solutions, conclusions and approaches to problem solving.
5. Must comply with all internal policies and external regulations. Demonstrate knowledge of policies and procedures with the ability to apply this knowledge in real situations. Stay current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc. Supervision Indirect Reports: Universal Banker I Qualifications Qualifications High School diploma or GED Customer experience in Retail or Hospitality preferred, Banking experience a plus Ability to go the extra mile to fulfill a clients' needs Values being in-service to others, internally and externally and enjoys working with others to create a productive working environment Willing to grow and work in an environment where feedback is willingly given and received Proactively takes initiative to improve the customer experience and team efficiency Builds strong relationships both internally and externally; ability to interact effectively with all levels throughout the organization Possesses intellectual curiosity to learn the Banks' products, procedures and services Operates with integrity; demonstrates adaptability, work commitment, and a positive performance in all situations Willing to dress and behave in a professional manner Ability to read, write and speak English clearly.
Fluency in other languages is a plus. Required ---Maintain customer files ---Notary Public commission ---Assists Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients Desired Sitting for prolonged periods Bending/Standing for prolonged periods Walking for prolonged periods Reading small print Lift up to25 lbs.
Push/Pull up to25 lbs. Filing for prolonged periods Telephone for prolonged periods Computer for prolonged periods Benefits Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture.
Making Your Well-being a Priority A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues backss, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion
a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e. g. eligibility for cash and/or equity
incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote.
Wherever our colleagues are working, they'll always have access to the TD community to experience our culture of care. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals.
As an organization, we keep growing - and so will you. Job Requirements Depth & Scope: Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services Utilizes TD's systems and tools to engage with the Customer to acquire and deepen relationships by providing advice and guidance to exceed the Customers' needs to ultimately attract, retain the Customer and make their experience legendary which is in line with TD's brand promise Understands Customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive Customer experience Accurately completes everyday banking transactions either on the Teller line or on the platform for Customers while uncovering their financial needs and educating on products, services and tools or refers to the appropriate expert Services the Customer, on both the Teller line and platform as needed, with the ability to service Customers with opening/closing personal deposit accounts, everyday bank transactions, Debit Card/Credit Card Issues, Regulation E, Mobile and On-Line (digital) banking Connects with Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization Hours 20 Job Details The Banking Associate is a banking professional that is integral to TD's Brand promise as they are accountable for delivering legendary Customer experiences in a Store location while accurately completing everyday banking transactions and offering advice and educational support on services, products, and tools to help Customers achieve their goals.
Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.
We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. EOE/Minorities/Females/Veterans/Individuals with Disabilities/interactionual Orientation/Gender Identity. Accommodation If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at xyz X@. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.
That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
We look forward to hearing from you! Qualifications Education & Experience: High school diploma or GED 1 years related experience required Superior Customer Service skills Teller experience (Preferred) / Must complete Teller training and part 1 of platform training Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demontrated effective problem-solving skills Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and problem solving Proficient in Microsoft Office Notary License (Preferred) Business Line TD Bank AMCB Job Category - Primary Retail Banking - Customer Service Job Category(s) Retail Banking - Customer Service Time Type Part Time Employment Type Regular Pay Range $20.75 - $29.00 hourly TD Securities
our Overview Responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. Provide customers with a one stop experience regarding their financial needs, by focusing on customer-centric conversations to deepen relationships and become their trusted advisor.
Oversee the daily operational activities of the financial center, coach employees toward achievement of team and individual goals, and ensure sound compliance and risk measures are maintained. Responsibilities Support all aspects of the Financial Center, including individual and team performance, and compliance. Assist the Financial Center
Manager in building a high performing team through employee selection, onboarding, coaching and performance management. Drive proactive sales conversations through internal and outbound interactions including outbound calling, inbound contact center calls, appointment setting, and effective lobby engagement.
Manage risk by ensuring the FC team is in compliance with applicable regulations and Fulton policy and procedure, while demonstrating sound judgment within established limits. Utilize the CRM (Customer Relationship Management) system and other resources to foster relationship building conversations with customers and ensure a consistent approach to new customer onboarding and expanding
existing relationships. Resolve complex or escalated customer inquiries.
Provide ongoing support to customers regarding products and services and account maintenance requests. Process teller transactions and assist with operational activities as needed. Maintain flexibility between performing the various aspects of the role. Participate in off-site networking and community events. Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems. Qualifications Education High School Diploma or equivalent. (Required)Associate Degree or the equivalent experience. Specialty: business or other related.
(Preferred)Experience2 or more years related business or sales experience. (Required)1 or more years supervisor or team leader. (Preferred)This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future. EEO Statement Fulton Bank (" Fulton" ) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, interactionual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
NMLSThis position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.
- 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 Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity
to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more
experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 1+ year of experience interacting with people, demonstrated through work, military, or education Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 112 Mountain Boulevard Ext.
Warren, New Jersey 07059 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-9aebb02f-4764-420c-b5f0-0c7993900ec7
