workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a 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 Boulder, Colorado at the Boulder retail banking branch. 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 Base Salary: $37,440 - $50,600 Where a person is paid in the compensation range is aligned to their experience and skills.
Placement within the compensation range is based on the specific role and the following factors: Lower in range – Building skills and experience in the job Within the range – Experience and skills align with proficiency in the role Higher in range – Experience and skills add value above typical requirements of the role Compensation range may vary based on Geographic Location 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
company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.
Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF’s clients. They are empowered and responsible for providing a superior experience
on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. Team
Culture We’re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.
We’ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How You'll Spend Your Time You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals.
You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities. You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc. ) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. Education & Experience Requirements This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience. Working knowledge of consumer financial products and services Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation Problem-solving and conflict resolution skills Ability to follow established standards and use judgment to determine when appropriate to escalate Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems Ability to complete multiple tasks at a time Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone Detail oriented, high degree of accuracy Ability to work in a fast-paced environment & under pressure, as needed Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to interaction, race, color, religion, national origin, age, disability, pregnancy status, interactionual orientation, genetic information or veteran status.
Please contact xyz X@ with any questions.
Workplace: We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers. It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace.
Work location is subject to change based on business needs. Summary of the Job: At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you’ll have the opportunity to do that every day by getting to know your customers and supporting them on their financial
journeys. About this Role: ROLE DESCRIPTION At FNBO, we always put the customer first — which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer’s unique needs so you can provide the best recommendations to support their financial well-being.
This means doing everything from helping someone make simple transactions to making sure they’re saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers. We’re looking for someone who takes pride in helping
people — no matter how big or small the task. THE GREAT BIG SMALL BANK FNBO has been privately held for more than 160 years, and we believe in doing what’s right for our customers and the communities we serve.
We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity. PRIMARY RESPONSIBILITIES Make every customer feel welcome in your FNBO branch Help customers with transactions like deposits and withdrawals Gain an understanding of your customer’s unique financial needs Make personalized recommendations to support them Help guide your customers toward greater financial well-being Deepen your relationship with customers through outreach Comply with all bank policies, regulations and laws BENEFITS AND PERKS All full-time and part-time employees are eligible for the following benefits: Competitive pay and an incentive plan for helping clients 401(k) match Paid time off and paid holidays Medical/Dental/Vision/Life/Disability/Flex Plans Employee Wellness Program Career development training and coaching Tuition Assistance Program Employee banking benefits and other discounts Culture of recognition and rewards from executive leadership/managers/peers/business partners The Ideal Candidate for This Role: Outgoing and enjoys engaging with people Friendly with a positive attitude A solution-oriented critical thinker Excited to learn and take on new challenges A team player Motivated to do what’s right Collaborative and supportive QUALIFICATION REQUIREMENTS High School Diploma or GED Bachelor’s degree or equivalent work experience preferred Retail banking experience preferred Bilingual in Spanish preferred FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Compensation: Compensation range (base pay): $39,795.00-$65,661.00 Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: /careers/benefits/.
For additional information regarding compensation and benefits, e-mail FNBO at xyz X@. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20231851 Registration Requirement: This position requires S. A. F. E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards.
Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results. Equity, Diversity, & Inclusion: FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, interaction, interactionual orientation, gender identity, national origin, protected veteran status, or disability status.
care with our strong " Hospitality" culture. Our organization has over 800 employees and serves more than 81,500 patients annually in the Pikes Peak and East Central regions of Colorado. Our service area covers 14 counties, from the front range to the Kansas border, with locations throughout Colorado Springs, Fountain, Flagler, Divide, Limon, and Strasburg.
Peak Vista is accredited by the Accreditation Association for Ambulatory Health Care, Inc. (AAAHC). Compensation (Pay): $22.51 to $32.64/ hourly, based on experience. Summary of Benefits: Medical, Dental, Vision, Life, STD, LTD 403(b) Retirement with Company Match Paid Time Off Tuition Assistance Perks Rewards Employee Assistance
Program www. peakvista. org/careers/employee-benefits-guide Job Summary: The Contract Implementation Specialist supports provider and payor credentialing functions.
Essential Duties and Responsibilities include the following. Performs all processes necessary for provider credentialing and re-credentialing with payors. Maintain record of credentialing application status and provide updates regularly to Revenue Cycle Leadership. Tracks organizational agreements with payors, maintaining an electronic inventory of provider credentialing and reimbursement details. Evaluates, audits, and maintains existing agreements to include all aspects of file management (ensuring timely renewal and managing
data requests to ensure payor compliance). Stays current on contract changes, fee schedules and update staff and other departments in Peak Vista of changes.
Works with organizational leadership to support agreement implementation. Works with external parties in the resolution of payor issues due to credentialing and other contract problems. Recommends changes to payor agreements and provider credentialing processes, based on trends in Peak Vista data. Serves as the backup for the Insurance/Payor Credentialing Specialist. Carries out all duties and responsibilities in an exemplary manner in accordance with established standards of professionalism, ethics, and customer service.
Employee demonstrates knowledge of and adherence to the Compliance Plan and conflict of interest requirements. The employee enhances the effectiveness, efficiency, and productivity of the department by contributing to, and participating in, departmental performance improves goals. Other duties may be assigned. Supervision Exercised: None Suggested Competencies: Customer Focus - Monitors client satisfaction. Establishes partner relationships with clients. Oral Communication - Communicates well one on one. Attendance and Punctuality - Adheres to assigned schedule.
Resourcefulness - Passionately finds ways over, around, or through barriers to success. Contributes to a culture of kindness. Adheres to assigned schedules. Displays a willingness to learn. Effectively adapts to departmental and organizational changes. Contract Implementation Specialist position and job functions are a value-added service requiring commitment to Peak Vista's Core Values. Must also display strong detailed oriented skills with the proven ability to multitask. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bi-lingual (Spanish speaking) preferred. Education/Experience: Education: Associate Degree in a business or health care related field preferred. Equivalent experience acceptable in lieu of education. Work Experience: 1 year experience in health-related field required Language Ability: Must have superior communication and customer service skills Math Ability: Payment balancing experience desired.
ICD-10 and CPT-4 coding desired. Reasoning Ability: Ability to handle multiple tasks simultaneously in a timely manner, ability to communicate in person, by phone and in writing in a clear, concise and professional manner, ability to reason and prioritize responsibilities effectively and ability to resolve problems with minimal assistance. Computer Skills: Data entry skills required, expedient and accurate use of 10 key and basic computer skills required. Certificates and Licenses: None Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OSHA risk level/work environmental hazards: This position has been categorized as OSHA Level Three. See Exposure Control Plan for details. The noise level in the work environment is usually quiet. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 50 pounds. While performing the duties of this job, the employee is frequently required to stand; walk and sit Successful candidates will complete pre-employment screening; which includes but is not limited to, a Criminal Background check. Peak Vista Community Health Centers is a drug and alcohol-free workplace and an Equal Opportunity Employer. PVCHC participates in the Electronic Employment Verification Program. E-Verify is an Internet-based system that compares information from an employee's I-9 to data from the U.
S. Department of Homeland Security and Social Security Administration Records. To learn more, visit:
resources alongside unparalleled personal attention. At Vectra, we think creatively to shape custom financial solutions for those raising a family or creating the next great local business. We are passionate about our business, and we are passionate about success.
At Vectra, we're committed to making our company a great place to work and grow your career. We seek dedicated employees whose diversity, talent, drive, and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships - not increasing transactions. We do
this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions.
We personify this difference through our tagline: Big Enough to Count / Small Enough to Care. With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, Vectra is dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless - come for a job, stay for a career. Being a Business Banker in Durango, Colorado offers a unique blend of professional growth
and natural beauty. The region's thriving entrepreneurial spirit provides ample opportunities to forge meaningful connections with local businesses.
Durango's vibrant community fosters a tight-knit network of professionals, allowing for collaboration and knowledge-sharing. Additionally, the stunning Rocky Mountain backdrop ensures a high quality of life, with outdoor activities and a healthy work-life balance readily accessible. We're looking for a dynamic and motivated Business Banker to join our team in a wonderful mountain community. If you have wanted your work to be meaningful, being a business banker in a small mountain town is your calling. The work we do is not only helps our clients achieve their financial goals and also helps make our community a better place to live and play.
Vectra Bank Colorado is excited to offer an opportunity as a Business Banker to an experienced candidate. We are seeking a proven, highly motivated, sales-minded individual to take on a portfolio and grow it for the future as part of our Durango, CO team. Essential Functions: Responsible for the growth, retention, and expansion of a portfolio of existing Business Banking clients. Sources new customers through referrals. Contributes to deposit growth by cross selling and promoting additional banking products.
Seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts. Recommends the appropriate solutions to clients as a trusted advisor to meet the objectives of clients. Meets assigned revenue goal for region and products. Gains complete knowledge of the business and personal financial needs of assigned customers. Visits client locations regularly. Builds knowledge of each assigned client and develops/manages a relationship plan for each client. Ensures client requests are met by handling them directly and/or referring to appropriate resources.
Meets or exceeds key performance measures, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics. Responsible for sales, credit analysis, proper loan structuring, and interviewing applicants. Complies with applicable company policies and all banking regulations. Other duties as assigned. You must want to be a part of a motivated and driven team and work under respected leaders. We need someone who is proactive, who has a great attitude, who is confident and wants to work with professional people and will inspire them to achieve the department initiatives.
Qualifications: Requires a bachelor's degree in banking, finance or a related field and 4+ years of credit associated lending or other directly related experience. An equivalent combination of education and experience may meet qualifications. Advanced knowledge of lending and credit analysis preferable in a commercial lending environment. Ability to expand business and commercial loans, client relationships and cross sell bank products. Solid experience of the sales, loan processing and closing processes. Requires skills and experience in applicant interviewing and perceptive character judgment.
Ability to structure loans and monitor credit performance. Must have strong interpersonal and communication skills. Working knowledge of software applications, including word processing and spreadsheets. Manages a medium commercial portfolio. This position is eligible to earn a base salary in the range of $100,000 - $130,000 depending on job-related factors such as level of experience. This position also can earn incentives on a quarterly basis. Earn more through performance. Benefits: Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions. Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees.
Join a team that makes " Great Things Happen! " --- Under supervision, the Universal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the
Universal Banker will provide solutions based on customer needs and how they like to conduct their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer's financial needs.
The Universal Banker will work with the banking team in attaining banking center goals and constantly striving to improve the profitability of the banking center. PRIMARY & ESSENTIAL RESPONSIBILITIES: A. Transaction/Sales Responsibilities: 1. Universal Bankers are responsible for offering and selling financial products and services to both consumer and small business customers. Including, but not limited to: a. Checking and Savings Accounts b. Certificates
of Deposit c. Individual Retirement Accounts (IRAs) d. Health Savings Accounts e.
Deposit only business relationship customers with non-lending needs 2. Operates a teller window regularly to meet the needs of the banking center. 3. Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products or services to customers and actively participates in the referral program and strives to meet goal (as determined by individual bank). 4. Effectively use sales skills such as: effective listening, adapting to differences in customers, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming resistance, asking for the business, completing sale, nurturing relationships, and establishing methods for follow-up.
5. Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing business. 6. Actively monitor the status of key customer relationships to promote business growth and service quality, Increase the number of services used per customer to increase both profits and customer retention. 7. Maintains confidentiality in handling customer and bank information.
8. Follows security policies and procedures to prevent bank and customer losses. 9. Resolves customer complaints. 10. Maintains a detailed level of knowledge on retail products and services and a conversational knowledge of non-retail products (e. g. mortgage, insurance, wealth management) 11. Works collaboratively with the banking team to achieve customer service and sales objectives a. Actively participates in banking center sales activities B. Operations Responsibilities: 1. Responsible daily for all teller operations 2. Maintains an acceptable Cash Over and Short account according to the bank policy guidelines.
3. Prepares Currency Transaction Reports and Monetary Instrument logs. 4. Must be security conscious and comply with all Bank Secrecy Act/Anti-Money Laundering requirements, Privacy of Customer Information Policy, and all consumer protection laws, regulations, and Bank policies as related to assigned job duties. 5. Opens and closes the banking center according to bank security policy. REQUIRED SKILLS & EXPERIENCE: 1. High School Diploma/GED. Bachelor's Degree preferred. 2. 1-3 years of experience in sales & customer service 3.
Previous teller or cash handling experience preferred, but not required 4. Experience providing high quality customer service 5. High attention to detail 6. Experience working in a team environment 7. Ability to count and balance cash 8. Ability to read and interpret documents such as policy and procedure manuals 9. Demonstrated ability to multi-task and manage time 10. Knowledge of MS Office, Windows and ten key calculator 11. Must satisfy requirements of the Federal Deposit Insurance Act Sec. 19 Scheduled Weekly Hours: 40 Time Type: Full time The targeted salary for this role is: $19.99 - $25.99 You may also be offered incentive compensation, and benefits.
Compensation may vary and is based on geographic location of the specific role as well as the skills and experiences of the selected candidate.
to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At Key Bank, we believe it's our opportunity and our privilege to help our clients move forward
in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients Consistently attains individual activity, behavior, and outcome expectations. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured
lending, certificates of deposit, etc. ). Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all Key Bank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education Qualifications High School Diploma , GED or equivalent business experience (required) or Bachelor's Degree (preferred) Experience Qualifications Bilingual - Spanish/English (Strongly Preferred) 1-3 years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources.
Experience with sales is more important than financial services experience. Key Bank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required) Understanding of consumer credit - including loan to value, debt to income and credit reports. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful.
(preferred) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc. ). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications Notary License (preferred) Mortgage Loan Officer/Loan Officer (MLO/LO) Classification Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).
Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an backssment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.
Tactical Skills Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Core Competencies All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs. occasional lifting of up to 30 lbs.
Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $22 to $25 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 03/25/2024 Key Corp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture.
All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing xyz X@.
and other bank transactions. Performs duties, which include selling and opening new accounts, closing accounts, and advising customers on all bank services. Requires standing for most of the work day, and requires lifting, carrying or moving heavy boxes or bags or currency and coin weighing up to 45 pounds.
Manual dexterity, visual and aural acuity necessary to perform duties of the position. Responsibilities/Duties Performs all regular teller duties including accepting deposits, cashing checks, and perform various customer service related duties. Prepares holds on deposits. Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary. Performs operational duties as required,
which may include: vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports. Responsible for opening and closing individual and commercial deposit accounts.
Must obtain appropriate BSA information and business documents for account opening. Prepares all paperwork and assists the customer in signing the documents. Strives to achieve sales goals by being a knowledgeable resource on products and services available to customers. Performs various customer service duties: Answering phone calls and assisting walk-in customers Initiating customer research Processing check orders Closing accounts Processing customer account printouts
Sorting daily mail Assisting with NSF, Non-post, and collections Assisting customer with Safe Deposit Boxes Deposit verification for credit purposes Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products.
Performs other related duties as assigned by management. Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends) Preferred Skills Skill in communicating with clients and co-workers in courteous and professional manner. Skill in operating computer terminals and printers, back counter capture machine, coin machine and copie.
Skills in effectively listening to customers and making appropriate referrals. Ability to maintain a high level of confidentiality. Ability to perform customer service duties and provides leadership and guidance to subordinate members of the department in the areas of phone and in-person inquiries, conducting customer research, cash and check handling, and effectively making appropriate customer referrals to other bank staff. Ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank's goals of meeting the customers needs is being met.
Ability to demonstrate accuracy and efficiency in a fast-paced environment. Ability to function as a team player. Ability to perform any other duties/projects as assigned by management. Preferred Experience Prefer minimum of 24 months prior bank teller experience or other related cash handling experience may be considered. Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes. Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures.
Knowledge of general banking principles and a willingness to participate in educational opportunities. Preferred Education High School graduate or equivalent. Details We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank's incentive program, which can monetarily reward staff who provide qualified referrals based on program guidelines. Other benefits include: 8 paid holidays 17 PTO days each year for the first five years of employment.
Employees must also complete the 90-day introductory period prior to accruing PTO. New employees will receive 12 hours of paid sick time upon their hire date After five years, 22 PTO days each year Health, dental, prescription drug card, vision, and voluntary life insurance plans Health Savings Account Flexible medical and dependent care spending plans Parental Leave after one year of full time employment 401K plan after 3 months and start of next quarter with employer contributions and profit sharing Free checking account and basic printed checks Free safe deposit box $15,000 group term life insurance Long term disability insurance Employee Assistance Program Educational Assistance We are an Equal Employment/Affirmative Action employer.
We do not discriminate in hiring on the basis of interaction, gender identity, interactionual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at xyz X@ or by phone at 402-697-xyz X and let us know the nature of your request and your contact information.
Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the and. Pinnacle Bank
Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.
Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At Key Bank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride
in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome expectations. Accepts and accurately processes all financial service transactions, while identifying opportunities during the
transaction to deepen and expand the client relationship. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.
). Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all Key Bank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education Qualifications High School Diploma , GED or equivalent experience (required) Experience Qualifications 1-3 years Experienced in developing current and new customer relationships, achieving sales goals and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
(required) Understanding of consumer credit - including loan to value, debt to income and credit reports (preferred) Licenses and Certifications Notary License (preferred) Tactical Skills Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking) Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs.
occasional lifting of up to 30 lbs. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $22 to $25 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 02/11/2024 Key Corp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture.
All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing xyz X@.
24 outpatient health centers within El Paso, Teller, Lincoln, Adams and Kit Carson counties. We deliver care with our strong " Hospitality" culture. Our organization has over 800 employees and serves more than 89,000 patients annually in the Pikes Peak and East Central regions of Colorado.
Peak Vista is accredited by the Accreditation Association for Ambulatory Health Care, Inc. (AAAHC). Compensation (Pay): $27.39 to $39.43/hourly, based on experience. A $5000 sign on bonus will be paid in the following manner: $1250 payout upon 30 days of employment, $1250 payout upon 90 days of employment, $1250 payout upon 6 months of employment, and $1250 payout after 9 months of employment.
Current employees are not eligible for the sign on bonus. Loyalty Bonus - $5000 upon 1 year of service and then a $1250 payout for every additional 3 months worked.
This applies to only FT employees. The amount will be prorated for PT employees. Summary of Benefits: Medical, Dental, Vision, Life, STD, LTD 403(b) Retirement with Company Match Paid Time Off Tuition Assistance Perks Rewards Employee Assistance Program www. peakvista. org/careers/employee-benefits-guide Job Summary: The Care Team Nurse functions as a liaison between the patient and members of the Care Team in a joint effort to optimize the patients' health status and quality of life. The Care Team Nurse will perform
routine and emergent nursing functions pertinent to efficient, ambulatory patient care, while following the guidelines set forth by the Colorado Nurse Practice Act Essential Duties and Responsibilities: Participates as part of the interdisciplinary team to provide patients with appropriate services and ensures coordination of these services through the nursing process, to include backssment, planning, facilitation, complex focused care coordination, evaluation, advocacy and comprehensive care plan development to meet a patient's complex needs.
Functions within interdisciplinary team to support team-based care in assigned clinic, as well as other clinic locations.
backss high risk and rising risk patients consistent with the current Policies & Procedures for Care Management. backss and triage per protocol for the appropriate level of care based on comprehensive risk backssment including diagnosis, clinical judgment, and outcome goals. Identify and link patients to available resources, social support systems, family support, etc. Provides education to patients, families, care-givers. Encourages engagement and self-management of patients with regards to their own health Provides outreach to individuals, patients who are inactive in their healthcare, as well as the community.
Provides in-reach to patients who are presently inactive in their healthcare. Facilitates access to quality and cost-effective care Provides outreach to individuals as well as the community. Demonstrates an ability to utilize technology to include, but not be limited to, the Electronic Health Records, state registries, Health Information Exchange. Maintains documentation of all interactions accurately and completely, implementing appropriate protocols for patients' charts and billing practices Understands the immunization schedule and is able to support clinic staff and patients.
Assists in the support of organizational clinic training needs for all clinical staff as assigned. Routinely attends trainings and meetings as recommended and required. Routinely participates in peer review, audits and chart audits as assigned. May be assigned to participate in precepting and training staff and students. Promotes and demonstrates the mission, vision, and Core Values of Peak Vista. Develops and maintains good working relationships with all departments, the management team, medical staff, and leadership. Embraces cultural diversity amongst ourselves and our community.
Responsible for the human, financial, and material resources as well as data and information entrusted to us. Strives to deliver the best outcomes and highest quality service. Demonstrates knowledge of and adherence to the Compliance Plan and conflict of interest requirements. Enhances the effectiveness, efficiency, and productivity of the department by contributing to and participating in departmental performance improvement goals. Other duties may be assigned Supervision Exercised: None Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Spanish bilingual preferred. Education/Experience: Graduate of an accredited Nursing Program required; BSN preferred. Certificates & Licenses: Certificates and Licenses: Current Colorado RN License, Current CPR (BCLS) certification. Valid Colorado driver's license and proof of insurance. Must meet and maintain driver criteria as prescribed by Peak Vista's insurance underwriter.
Work Experience: Two years' experience in case management and clinical nursing preferred. Successful candidates will complete pre-employment screening; which includes, but is not limited to a Criminal Background check. Peak Vista Community Health Centers is a drug and alcohol free workplace and an Equal Opportunity Employer. PVCHC participates in the Electronic Employment Verification Program. E-Verify is an Internet-based system that compares information from an employee's I-9 to data from the U. S. Department of Homeland Security and Social Security Administration Records. To learn more, visit:
for evaluation, authorizing approval or denying loan applications for our private and corporate customers. You will provide support both to clients and to our financial personnel and help approved applicants acquire loans on time. Loan Officer responsibilities are: Interact with loan applicants to investigate their financial eligibility and decide about loan options Make timely estimations of creditworthiness based on analysis of loan applications and related documentation Create debt payment plans and calculate all applicable ratios and metrics Introduce different types of loans based on the analysis of customer needs, explore all options Interact with clients to support them or to request for
information Manage loan contracts and consult customers on company's policies and restrictions Make decisions (approvals/rejections) based on analysis results Prepare report on the decisions and present them to senior management Keep up with latest trends in the sphere of various types of loans and other financial services Manage account records Ensure that all loan operations are compliant with legal regulations and correspond to company's guidelines Build and maintain referral networks, alternate channels and other measures to optimize the performance Work to create trust relationships with customers, achieve their loyalty and satisfaction Loan Officer requirements are: 2+ years' experience
of working on a Loan Officer position with current State NMLS License Significant experience with direct and indirect lending products and practices Good experience with banking applications and related software Strong communication and social skills Good level of sales competency Goal- and customer satisfaction orientation BS degree in finance, economics or another related area If you are an experienced, Professional, NMLS Licensed Loan Officer that's looking for a change we want to talk to you.
We work with many different National Mortgage Lenders that are all hiring and making terrific offers. Solid Operations Platforms (24-48 Hour Turn Times), excellent pricing and compensation. More information on our website at
to apply. Yampa Valley Bank is a truly locally owned bank serving the people of Routt and Moffat Counties. Our singular commitment to community banking is reflected in the honest and friendly service provided to all our visitors. It’s what we call Genuine Hometown Banking.
It’s who we are. The original organizing members of Yampa Valley Bank consisted of local business owners and community leaders seeking an alternative to the detached practices of the large corporate banks. Initially founded as First National Bank of Steamboat Springs, the group received its charter and opened its doors for business in March 2000 as the only locally owned bank. Five years later the first branch location
was opened in Craig, Colorado operating as Moffat County National Bank. A Craig investor group facilitated the expansion and serve today as an advisory board.
First National Bank of Steamboat Springs converted from a National Bank to a State-Chartered Bank in August 2008 and brought both locations under one name – Yampa Valley Bank. Most of the original organizing members remain owners/directors, fulfilling the initial intent to ‘…put the community first and strive to exceed our customers’ expectations of a locally owned bank…’ as stated in the company’s mission statement. EOE recblid lvj39no21dqkoxlczsyeqdepe3ge5m
and translate it into a meaningful and actionable story for a client Experience with different data analytics techniques, e. g. segmentation, comparative analysis, factor analysis, etc. Aptitude for diving deep and understanding the details while being able to synthesize information in logical order High level of professionalism and confidentiality Highly collaborative yet able to work independently Highly self-motivated, a self-starter Ability to effectively manage simultaneous priorities, ensuring timely delivery Business acumen RESPONSIBILITIES: The Quantitative Researcher provides the foundation for the data analytics work that we do at Strategyn.
Strategyn is growing rapidly, so
this individual will need to play a key role in continuing to refine and perfect this critical element of our ODI process. This position resides in the Product function within the company but will work closely with the Delivery team at Strategyn.
Successful candidates for this role will be intellectually curious and possess an innate ability to create structure and process from complex and ambiguous subject matters. Key responsibilities include: Develop data analysis plans to make sure that the resulting outputs would include the needed results. Develop questionnaires that will meet client goals and deliver statistically valid results, this includes but is not limited to ability to develop
meaningful sample plans, screening criteria, etc. Build Strategyns data model.
Develop and maintain templates for building the Strategyn data model in different platforms like Excel, Tableau, Power BI, etc. Run Strategyns segmentation methodology and make recommendations on the segmentation solution. Develop decks to recommend initial strategies based on the data to answer key questions and the initial strategy. Develop enhancements to Strategyns segmentation methodology. Develop and test alternative quantitative methodologies and analysis. Implement quantitative methodologies to be adopted company-wide. Improve and maintain data tool templates to better satisfy the needs of the internal team and clients.
Be up to date on new methodologies: Segmentation Survey design Data quality Data visualization. Become a subject matter expert (SME) on questionnaire design and data analysis methods. Develop enhancements to Strategyns process on questionnaire development, data analysis and strategy development. QUALIFICATIONS Researcher level: Bachelors degree or higher (BA/BS or similar degree preferred) Research level: A minimum of 3-5 years of work experience, preferably in doing and improving quantitative research methodologies 6-sigma mentality, understanding of how business processes are measured and tracked (preferred) Proficiency to advanced skills with Microsoft office suite (Power Point, Excel, and Word) Advanced skills with Business Intelligence and Data Visualization tools (Power BI, Tableau) Advanced skills with statistical software and languages (SPSS, JMP, R, Python, SQL) Ability to work effectively in a Mac computing environment Experience with machine learning in AI is a plus SENIOR QUANTITATIVE RESEARCHER We are looking for an intellectually curious and self-motivated person to join our Product team.
CANDIDATE ATTRIBUTES: Inquisitive and fast study, ability to quickly learn new skills and teach others.
Excellent at communicating (written, oral, and active listening skills), able to alter your communication style for different audiences Data story-teller, able to take complex data and translate it into a meaningful and actionable story for a client Experience with different data analytics techniques, e. g. segmentation, comparative analysis, factor analysis, etc. Aptitude for diving deep and understanding the details while being able to synthesize information in logical order High level of professionalism and confidentiality Highly collaborative yet able to work independently Highly self-motivated, a self-starter Ability to effectively manage simultaneous priorities, ensuring timely delivery Business acumen RESPONSIBILITIES: The Quantitative Researcher provides the foundation for the data analytics work that we do at Strategyn.
Strategyn is growing rapidly, so this individual will need to play a key role in continuing to refine and perfect this critical element of our ODI process. This position resides in the Product function within the company but will work closely with the Delivery team at Strategyn. Successful candidates for this role will be intellectually curious and possess an innate ability to create structure and process from complex and ambiguous subject matters.
Key responsibilities include: Lead a team of quantitative researchers Become a subject matter expert (SME) on questionnaire design and data analysis methods. Develop enhancements to Strategyns process on questionnaire development, data analysis and strategy development. Assist executives with special requests / high-priority projects related to questionnaire design and strategy development. Conduct new/refresher training on data analysis methods Conduct on-boarding training for new hires in questionnaire design, data analysis and strategy development Keep training material content updated (existing + new modules in the LMS system) Keep SOPs on questionnaire design, data analysis, and strategy development up to date.
As required, serve as chief instructor on client training-related projects Advises the assigned Engagement Manager on managing the training activities planned for the project Participates in SME role for client project meetings involving training, as requested by the Engagement Managers Update Strategyn products based on learning from application work.
QUALIFICATIONS Ph D in statistics, survey design, data analytics, or similar required 5-10 years of work experience, preferably in doing and improving quantitative research methodologies and experience managing a team of 3+ employees 6-sigma mentality, understanding of how business processes are measured and tracked (preferred) Proficiency to advanced skills with Microsoft office suite (Power Point, Excel, and Word) Advanced skills with Business Intelligence and Data Visualization tools (Power BI, Tableau) Advanced skills with statistical software and languages (SPSS, JMP, R, Python, SQL) Ability to work effectively in a Mac computing environment Experience with machine learning in AI is a plus Ability to propose alternative methodologies for all quantitative analyses Experience in teaching and managing others preferred Knowledge of different teaching methodologies preferred
services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.
Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing
a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication
channels. Team Culture We're passionate about what we do and it shows.
Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How Youll Spend Your Time: You will be responsible for delivering exceptional client experience to build, expand, and retain long: term client relationships.
While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals. : You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E: Statements, and mobile and ATM deposit capabilities. : You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
: You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc. ) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self: improvement initiatives and skill: building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
This will also be accomplished by actively participating in coaching and feedback sessions by setti
- 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 Senior Branch Premier 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 Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job
profile is intended to provide a general sense of what Senior Branch Premier 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 clients serviced, banking services and options of various clients, and client 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 Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful
completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex costumer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs May study and test for additional licenses (Series 7 and Series 66) once the minimum licensing requirements are met 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: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Excellent 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 Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others 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) will also be required to be completed within a specified period: 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) website (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 Pay Range $30.58 - $54.33 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.
Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 7 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. 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-9afbc7d7-63e4-4347-ad83-93a9fbb9f5e8
