time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: In this role, you will work on assignments that are routine
in nature where limited judgment is required within a geographic area, but not limited to one facility. Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments Balance cash drawer, counting currency and coin accurately Assist customers in determining the types of account that will meet their financial needs Open and process all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts, and small business loans Cross-sell other bank services and refers customers to other departments as appropriate Answer questions and/or resolves complex technical problems on customer accounts
Provide exceptional customer service Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position. About You: Cash handling experience Strong attention to detail and the ability to multi-task effectively Ability to understand and follow directions Ability to organize and prioritize work Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor Demonstrated sales skills Valid drivers' license Completion of high school, vocational training, or equivalent Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly.
Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $22.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location.
The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.
If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.
Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: This position processes a variety of customer account transactions
quickly, accurately, and confidentially. A Level I client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.
Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc. ). Balancing cash drawer and Client Service Specialist transactions. Learning basic knowledge of new and existing products and services. Discuss and access customer’s financial needs to identify and offer appropriate products and services. Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent
activity. Read, understand and follow all relevant SOP’s.
Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures). Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner. Provides an extraordinary customer experience. Other tasks as assigned. About You: High School Diploma or GED. Some experience in customer service preferred. Bilingual preferred. Ability to work in a fast-paced, cash handling environment.
Maintain a professional demeanor at all times. Strong organizational and time management skills. Ability to work effectively as part of a team. Ability to pass Client Service Specialist training programs. Builds relationships with customers and internal teammates. Ability to perform repetitive finger, hand, and arm movements. Ability to think critically and provide appropriate solutions. Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly. Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.
The pay range for this role is $18.00 to $22.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank.
Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.
The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned
financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.
The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): --- Establishes relationships with individual and small business clients--- Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs--- Collaborates with partners in order to meet clients' financial needs--- Manages schedule to meet client demands--- Executes the bank's risk culture and strives for operational excellence You're a person who (required skills): --- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
--- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. --- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. --- Is confident in identifying solutions for helping new and existing clients based on their needs.
--- Has strong written and verbal communications skills. --- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). --- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. --- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. --- Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).
--- Can be flexible to work weekends and/or extended hours as needed. --- Bilingual/Spanish required You'll be more prepared if you have (desired skills): --- An associate's degree or bachelor's degree in business, finance, or a related field. --- Experience working in a financial center where goals were met or exceeded. --- Retail and/or sales experience in a salary plus incentive environment. --- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
--- Experience with financial information, spreadsheets and financial skills. --- Knowledge of banking products and services. --- Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills Used in this Role: --- Active Listening--- Business Acumen--- Client and Customer Focus--- Oral Communications--- Problem Solving--- Account Management--- Client Experience Branding--- Client Solution Advisory--- Business Development--- Pipeline Management--- Prospecting--- Referral Identification--- Referral Management Shift:1st shift (United States of America)Hours Per Week: 40
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! The Sr Merchant Sales Officer (MSO) manages a portfolio of clients and prospects, providing Merchant advisory and positioning and selling solutions that address their Merchant's processing needs.
The Sr MSO proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with existing clients by working closely with Global Commercial Banking, Global Transaction Services, and the broader Merchant organization. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm. Candidates should possess a deep understanding of the client's commerce
ecosystem and the ability to consult with them on ways to integrate and leverage our suite of solutions effectively.
They will work across a matrixed coverage organization to deliver responsible growth and serve as the first point of contact for our bankers, Treasury Sales Officers, and leaders on merchant business development, advice and overall portfolio management activities. This position requires travel to in-person meetings with clients, internal partners and senior leaders within the firm. They often are facing off with the C-Suite in companies. The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs backssments, preparation and presentation of product proposals, price/cost analysis, business reviews, submission of implementation documentation, ongoing client relationship management and contract renewals.
Associates should be available to meet with clients, prospects, and teams in person to represent the firm. Required Skills: ---Consultative sales experience with Business Banking, Large Corporate, and/or Commercial Banking clients ---Experience within one of the five key industries across BB, GCB and GCBK: Healthcare & Colleges/Universities, Consumer & Retail, Commercial Real Estate, Media & Telecom, and General Industries ---10 years of Core Acquiring (Credit/Debit) industry experience ---5+ years of direct sales experience ---5+ years of sales/portfolio management experience, including C-level sales.
---Expert knowledge of POS (integrated/standalone) payment interfaces ---Strong analytical and organizational skills ---Ability to cultivate and strengthen client relationships with senior business and IT staff member ---Ability to technically consult with C-level executives within client environment ---Demonstrated experience working with 3rd party VAR's / Integrators and payment gateways ---Understanding of PC payment applications, merchant services industry applications, accounting systems, competition/competitive landscape in the payments industry, enterprise resource planning systems (ERP), data security (PCI), file formatting, and data transmissions ---Demonstrated ability to work independently with minimal supervision toward the achievement of personal and team goals.
---Demonstrated effective communication skills, including written, oral and presentation skills. ---Effective planning, prioritization and time management acumen.
---Ability to coach colleagues with less experience and/or knowledge, as necessary. ---Proficient in Microsoft Excel, Word, Power Point, and Outlook, One Note ---Ability to quickly learn various sales applications Equivalent Relevant Experience will be considered Desired Skills: ---Bachelors Degree or equivalent preferred Shift: 1st shift (United States of America) Hours Per Week: 40
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.
Job Posting Expiration Date: 02/1/2024 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@.
exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: This position processes a variety of customer account
transactions quickly, accurately, and confidentially. A Level I client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.
Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc. ). Balancing cash drawer and Client Service Specialist transactions. Learning basic knowledge of new and existing products and services. Discuss and access customer’s financial needs to identify and offer appropriate products and services. Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify
fraudulent activity. Read, understand and follow all relevant SOP’s.
Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures). Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner. Provides an extraordinary customer experience. Other tasks as assigned. About You: High School Diploma or GED. Some experience in customer service preferred. Bilingual preferred. Ability to work in a fast-paced, cash handling environment.
Maintain a professional demeanor at all times. Strong organizational and time management skills. Ability to work effectively as part of a team. Ability to pass Client Service Specialist training programs. Builds relationships with customers and internal teammates. Ability to perform repetitive finger, hand, and arm movements. Ability to think critically and provide appropriate solutions. Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly.
Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $22.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank.
Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
audit and banking regulations. Provide support to co-workers and supervisors. Demonstrate professional customer service skills, have knowledge of bank services and listen for opportunities to make service suggestions to customers. Be able to work in a team environment.
Perform Teller I duties with little or no supervision. ESSENTIAL DUTIES AND RESPONSIBILITIES Customer Contact Skills -Make and maintain eye contact-Greet customer by his/her name-Use customer name during the transaction-Smile when communicating-Thank customer as he/she leaves-Listen for opportunity to cross-sell Sales/Referrals: Sell bank services and refer business to the bank Stay current on and support marketing efforts
Responsible for ensuring that individual calling goals are met Work Performance -Meet established attendance standards-Adhere to the posted times for breaks, lunch, etc.
-so work flow is consistent-Cooperate when asked to help others-Take initiative to ask for additional work-Offer suggestions to improve efficiency-Adhere to operational procedures-Demonstrate knowledge of product/service when explaining to a customer-Take initiative - listen for opportunities to offer products and services-Demonstrate techniques for establishing priorities-Accurately input information using the Bank Rite system-Answer the phone within 3 rings, identify the bank, self, ask caller how CCB can help-Adhere
to confidentiality policy-Dress appropriately and professionally Teller -Balance cash drawer daily and maintain a balancing record in accordance with CCB standard of 80%, with un-located outages not to exceed $400 per 12 month period.
Technical Skills -Process transactions involving checks, cash and savings; run all teller work through the scanner. -Adhere to all compliance, regulatory and internal auditing guidelines. -Complete Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), and Sale of Monetary Instrument Reports (SMI). -Process savings bonds and cashier’s checks (selling and redeeming), traveler's checks (redeeming). -Enter customer transactions; research account information (identify holds, memos, cautions, signature requirements; closed accounts); issue appropriate receipts.
-Maintain amount of working cash according to the posted limits, complete general ledger tickets for buying and selling coin and currency as necessary. -Balance the ATM, night depository, coin machine - record information, balance cash; research outages and make corrections. -Accept/process loan and contract collection payments. -Admit customers into and out of the safe deposit box area. -Follow guidelines for closing checking/savings accounts and safe deposit boxes.
-Complete miscellaneous duties such as filing, light typing and other duties. QUALIFICATIONS OUTSIDE EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. INTERNAL EDUCATION Keep current on learning about bank services and products. Successfully complete all assigned reading material and required compliance training. LANGUAGE SKILLS Read and comprehend simple instructions, short correspondence, and memos. Write simple correspondence.
Speak effectively before groups of customers or employees of the organization. MATHEMATICAL SKILLS Calculate figures and rates - bond interest, certificates of deposit, and other bank accounting needs. REASONING ABILITY Carry out written or oral instructions. Research situations and problem solve. PHYSICAL DEMANDS Regularly required to stand (approximately 90% of the day); and communicate verbally with employees and customers. Occasionally required to stoop, kneel or crouch and occasionally required to lift and/or move up to 50 pounds. Required up close vision, distance vision, as well as peripheral vision.
WORK ENVIRONMENT The noise level in the work environment is usually moderate. INTERPERSONAL RELATIONS Regularly interact with co-workers; expected to take the initiative to help see the work is done and to help research or solve problems. Also expected to adapt to changes in procedures and offer suggestions for improvement. COMPUTER SKILLS Understand and be able to apply computer skills to communicate effectively within the organization using word processing to format letter or correspondence, set-up and maintain electronic folders and files; and send/save attachments. Depending on the position, have a basic understanding of accounting software to develop reports and forms such as spreadsheets/tables etc.
Be able to use email for communication (internal and external), access outside websites as well as interface with the bank’s network. Resumes will only be accepted with a completed CCB application! CCB is an EEO/AA/Veteran/Disabled Employer. recblid u56k0stwtdb3cnjuehs5336alnawxi
Develop and maintain knowledge of loan products, policies, procedures and underwriting requirements. Collect and analyze customers financial and credit information to determine mortgage financing options. Completes a quality loan application using Encompass, securing a locked interest rate as quoted to the client, ensuring the borrower qualifies for the loan program, collecting all supporting documentation, and handling any problems that arise during processing that may jeopardize the loan approval.
Deliver an extraordinary client experience by listening first and staying in complete and honest communication with clients both verbally and through written or electronic means. Review active
loan files each day to determine if any documents are missing or what can be done to help the process move along. Develop and grow successful relationships with business referral sources and generate leads to gain new clients.
Maintain NMLS registration and eligibility. Adheres to the minimum required production standards as communicated by mortgage management. Follow industry news and information, be involved in the community and represent the bank in a professional manner. Attend company sales meetings, trainings and bank sponsored events. Maintain confidentiality and discretion over sensitive information. Comply with and follow all applicable policies and procedures as well as governing
laws and regulations. This includes but is not limited to: performing all assigned duties under the WVBK compliance programs and related laws and regulations.
Successfully completing all mandatory compliance training as assigned in a timely manner. Knowledge, Skills and Abilities: Knowledge of principles and methods for showing, promoting, and selling products or services including marketing strategy, sales techniques, and lead generation skills. Strong knowledge of mortgage industry policies and procedures. Strong organizational and time management skills. Ability to pay close attention to detail. Ability to build and maintain positive and effective relationships with others.
Aptitude for self-development and learning. Ability to analyze and comprehend financial data and to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to define problems, collect data, establish facts, and draw valid conclusions. Intermediate computer skills including: word processing, spreadsheet programs, mortgage systems software, internet and database management programs. Ability to gather data from multiple sources, test assumptions, evaluate alternatives and make recommendations.
Ability to adapt well to change with the willingness to maintain a flexible schedule. Ability to work within a structure, take direction and be a strong team player. Ability to read, analyze, and interpret general business information and government regulations. Ability to communicate clearly and effectively verbally and in writing. Education and Experience: 2 Years of experience working in finance, banking or mortgage lending Associates Degree in business or related field or equivalent combination of education and experience Mental and Physical Effort: Decision making normally involves the ability to apply rules, regulations, policies and procedures to the work.
Guidance and direction may be available. Lifting equipment or files of 1-10 pounds on a regular basis, lifting equipment or boxes of 10-25 pounds on an occasion. Sits or stands for long periods of time working at a computer and typing. Uses hands to handle controls or feel objects, tools or controls. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.
g. words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Working Conditions: Works in a customer facing position in an office environment with minimal workplace hazards and low to moderate levels of noise. May deal with customers or visitors to the workplace who may be upset or pose challenges. Works during the day and during the week, some positions may require working on weekends. Occasional travel to other work sites, conferences, training or meetings may be required.
A Mortgage Loan Consultant with Willamette Valley Bank must be highly ethical and have respect for our clients and our brand. Continually and proactively identifies, develops and maintains a quality network of business relationships that serves as a recurring of referrals for new mortgage lending opportunities. Mortgage Loan Consultants ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.
most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter
the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping
with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
- 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: 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): 1905 Pacific Ave FOREST GROVE, OR 97116 @RWF22 Posting End Date: 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-9af5bf1e-69f-9daca0df2704
with prior banking experience in new accounts or as a personal banker may be hired as a Customer Service Rep, which works as a teller and new accounts rep. Persons in this position process a variety of basic customer service account transactions. Provides prompt, courteous, and friendly service with highest level of confidentiality.
with prior banking experience in new accounts or as a personal banker may be hired as a Customer Service Rep, which works as a teller and new accounts rep. Persons in this position process a variety of basic customer service account transactions. Provides prompt, courteous, and friendly service with highest level of confidentiality.
with prior banking experience in new accounts or as a personal banker may be hired as a Customer Service Rep, which works as a teller and new accounts rep. Persons in this position process a variety of basic customer service account transactions. Provides prompt, courteous, and friendly service with highest level of confidentiality.
- 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 an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division. Learn more about the career areas and business divisions at . In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products,
services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed 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: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systeminteractionperience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needinteractionperience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting 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 Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed 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 Posting Locations: 1905 Pacific Ave, Forest Grove, OR 97116150 SE 10th Ave, Hillsboro, OR 971237200 NE Butler St, Hillsboro, OR 971242645 NW Town Center Dr, Beaverton, OR 970063435 SW 182nd Ave, Aloha, OR 97006Positions may not be available at all branch locations outlined in the posting 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. 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-9ae9ad25-63ec-4cc2-b6d4-6971954178f7
or to our Mortgage Lending area as needed and/or directed. REQUIRED SKILLS: Pleasant, friendly demeanor; excellent customer service abilities in greeting members and making them feel comfortable; keyboarding including 10-key; accuracy in handling transactions and cash; ability to grasp a variety of tasks and perform them efficiently and quickly; ability to retain knowledge of CU products and services and offer them to members when appropriate.
STARTING SALARY: Minimum $18 per hour, Depending on Experience. BENEFITS: Medical, Dental, Vision, Life/Disability/AD&D, EAP, Aflac, 401k with Matching, Paid Vacation/Sick/Float Holiday, Paid Volunteer Hours STARTING DATE : Immediately WORK LOCATION : Based at Redmon Location PROPOSED SCHEDULE: The work schedule is typically 8:15 a. m. to 5:15 p. m. Monday through Thursday and 9:15-6:15 on Fridays. Job Posted by Applicant Pro
