Personal Banker (Full-Time) - Columbus at Union Bank & Trust Company

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Personal Banker

PNC Financial Services Group Columbus, OH

Job Description Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Upper Arlington, OH at the Tremont-Fishinger branch. Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. 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 identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they 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 - Assessing 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 opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. 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 Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers 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; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at [email protected]. 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 877-968-7762 and say "Workday" 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, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Best Match

Personal Banker

German American Columbus, IN

Job Title: Personal Banker Overview: As a Personal Banker , you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. What You'll Do: Day in the Life - Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management. What it Takes - To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals. You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products. Bonus Points: Bilingual/Multilingual What we can offer you : Medical, dental, vision, STD, LTD, Life insurance, etc. 17 days paid time off, 11 paid holidays and bereavement leave Education assistance program Paid family bonding leave Wellness benefits Life event coverage Service awards Financial benefits including 401(k) match, stock purchase plan, loan discounts and more National and local discounts on everything from computers and vacations to phones and retail shopping Free checking account, checks and discounted bank services This position will be located at: Columbus West 2310 West Jonathan Moore Pike Columbus, Indiana, 47201 United States About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

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Columbus

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Part-Time Universal Banker

Firstpeoplesbank Columbus, GA

Department: Retail Deposits - Old Town, Columbus Department Head: Chief Strategy Officer Reports To: Branch Manager Summary: Responsible for opening new accounts, maintaining existing accounts, processing transactions on accounts, cross selling bank products and services, and providing quality customer service to further customer relations. Specific Job Functions: Meet and greet customers displaying a friendly and welcoming demeanor. Open and process new accounts, including DDA, savings and certificates of deposit. Demonstrate knowledge and confidence when discussing the bank's products with new and existing customers and embrace the bank's methodology when describing Kasasa accounts by consistently adhering to 'FRAN' protocol. Ability to be trained and fully understand the different bank systems including but not limited to Bancpac, ImageCentre, OLB and Web Admin, DocuSign, FDM, FRM, Card@Once, and others as assigned. Research and answer customer inquiries, quote products and rates. Assist in answering telephone calls. Research and verify account information and resolve problems for customers as necessary. Process teller transactions and be proficient in the use of the teller recycler, currency counter, branch capture, and ATM equipment. Learn and understand the navigation of various bank software systems including the ability to research and assist with technical issues related to mobile and online banking. Comply with all Bank policy, procedures, governing laws, rules and regulations to include, but are not limited, to BSA, CIP, OFAC and Fair Lending. Complete all assigned training in a timely manner. Other duties as assigned. Equipment Used: Must be able to efficiently operate a computer, fax machine, scanner, copier, printer, phone system, and other office equipment. Supervisory Responsibilities: This position has no supervisory responsibilities. Work Environment: This position operates in the Old Town Branch, Monday through Friday. 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. This position requires the ability to sit at a desk for extended periods of time, reach, bend, walk or maneuver around the bank and occasionally lift up to 15 pounds. Position Type/Expected Hours of Work: This is a part-time position. Typical days and hours of work are Monday-Friday from 11:00 am to 3:00 pm, but schedule could differ from week to week depending on branch needs. Travel: Occasional travel may be required in relation to training opportunities, staff meetings, and when assistance may be needed at other branch locations. Qualifications: Ability to work independently with little supervision while adhering to all bank processes and procedures and multi-tasking in a concierge work environment. A strong commitment to a team culture and positive attitude is required. One-year related experience, preferably in a banking customer service role. Proven problem-solving skills and the ability to work well under supervision. Excellent verbal, written and interpersonal communication skills required. Must be proficient with Microsoft Office programs such as Outlook, Word, and Excel. Ability to work with all levels of management under pressure and strict deadlines. Strong attention to detail. Excellent analytical and communication skills. Strong organizational skills and administrative skills. Ability to multi-task and work under deadlines. Ability to work a flexible schedule that may include weekends. Reliable attendance and positive attitude. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Additionally, duties, responsibilities, activities, and work hours are subject to change. #J-18808-Ljbffr

Personal Banker

German American Columbus, IN

Job Title: Personal Banker Overview: As a Personal Banker , you are the client’s trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. What You’ll Do: Day in the Life: Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management. What it Takes: To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals. You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products. Bonus Points: Bilingual/Multilingual What we can offer you: Medical, dental, vision, STD, LTD, Life insurance, etc. 17 days paid time off, 11 paid holidays and bereavement leave Education assistance program Paid family bonding leave Wellness benefits Life event coverage Service awards Financial benefits including 401(k) match, stock purchase plan, loan discounts and more National and local discounts on everything from computers and vacations to phones and retail shopping Free checking account, checks and discounted bank services This position will be located at: Columbus West 2310 West Jonathan Moore Pike Columbus, Indiana, 47201 United States About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people #J-18808-Ljbffr

Relationship Banker

Old National Bank Columbus, IN

Overview Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/Hr. - $27.50/Hr.. Final salary will be determined based on factors such as location, experience, skills and qualifications. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client’s financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team’s skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making – With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center’s financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! #J-18808-Ljbffr

Relationship Banker

Telhio Credit Union Columbus, OH

Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. About our Position The Relationship Banker at Telhio Credit Union will be accountable for uncovering and satisfying the needs of our members; being a trusted advisor for our members and being the "One Telhio" solution for our members. Your key focus will be to ensure that you are delivering extraordinary service and innovative financial solutions to our members. This is a full-time position working Monday through Friday (9am - 5pm) and rotating Saturdays (9am - 2pm). What you will do: Perform all transactions in DNA accurately and efficiently (i.e. Cash Withdraws, Deposits, loan payments). Process Credit Card payments in our 3rd party portal. Perform all IRA/HSA/etc. transactions in Ascensus Open IRAs and HSAs in Ascensus. Process member requests for wires, as needed. Inform Members about products, services, and current promotions. Cross-sell credit union products by answering inquiries; informing members of new services and product promotions; ascertaining customer needs; directing customers to lobby and partner representatives. Conform/Comply with all applicable Telhio policies, procedures, and regulations. Maintain member confidence and protect credit union operations by keeping information confidential, cautioning others regarding potential breaches. Balance cash drawers accurately. Comply with credit union operations and security procedures by participating in all dual-control functions. Witness and assist in audits as requested. Open all consumer accounts in DNA. Perform all account maintenance for consumer and business members. Process any, and all, disputes for consumer and business members. Close loans, when needed, for members in branch. Perform other tasks as requested by supervisors as they relate to the bank and its functions. Attend SEG events with Business Development Representatives as necessary. Make outbound calls; attend networking activities as needed. As backup, perform opening, closing, and other branch servicing duties. Balance cash drawer, assist with cash vault balancing, completing logs, reports, some audits and control checks while maintaining a neat and organized work area. What you will need: Three or more years of member/customer service experience. Three or more years of financial services experience preferred. Effective oral and written communication skills. Excellent time management skills. Attention to detail. Ability to work some Saturday hours. Must have a valid driver's license. Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background. What you will earn: Competitive pay. Benefits: several medical plan options, dental, free vision, free life and free disability insurance. 6% matching and immediately vested 401(K) plan. Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance. Opportunity for personal career growth, continued education and mentorship programs. Volunteer opportunities impacting the local community. 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. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. Must drive occasionally. This is a Non-Collective Bargaining Unit. Telhio is an Equal Opportunity Employer. #J-18808-Ljbffr

Personal Banker

KeyBank Columbus, OH

Location: 126 Postage Road - Pickerington, Ohio 43147 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations 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 KeyBank, 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 KeyBank 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 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. KeyBank 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 assessment 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 KeyBank 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. Job Posting Expiration Date: 01/24/2025 KeyCorp 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, sex, sexual 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 [email protected] . #J-18808-Ljbffr

Teller Retail Banker

Woodforest National Bank Columbus, OH

Your Future Starts Here! Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest, we care and prove it by volunteering with local charities and food banks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker, you will receive training that will allow you to successfully engage and enhance the customer’s experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account maintenance. Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. Employing problem-solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Qualifications Minimum Qualifications/Experience: 1 year of relevant and transferrable sales and/or customer service experience OR an equivalent amount of directly related college education or volunteer service. Previous in-store banking experience is preferred, but not required. Must be positive and engaging. Formal Education & Certification: High School Diploma or equivalent required. Work Status: Full-time. Supervisory Responsibility: No. Travel: Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions: Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation. Job Job: Branch Banking Primary Location Primary Location: Ohio-Columbus Schedule Schedule: Full-time Work Locations Work Locations: OH - Columbus WM-0280 3900 MORSE RD Columbus 43219 Unposting Date Unposting Date: Ongoing Organization Organization: Ohio Woodforest Commitment Woodforest is a community bank built upon the needs of the customers we serve. We are committed to earning customer loyalty by offering the highest level of customer service as well as competitive products and services by employees who are fair, responsive, and professional. Our Secret to Success? Simple, it's our employees. We strive to provide the very best in customer service in the communities we serve. Through the hard work and dedication of our employees, Woodforest has become: One of the Largest Employee Owned Community Banks A Top Performing Bank in the United States A Community Leader Through Volunteer Time and Charitable Giving Woodforest is privately owned and our Employee Stock Ownership Plan is the largest shareholder. In the spirit of “true ownership,” Woodforest employees strive to offer quality banking service and to understand the financial needs of every customer they serve. Our employees live, work and “give back” throughout our many banking communities by supporting organizations and civic events with countless hours of volunteer time and financial support. Commitment to Diversity and Inclusion Woodforest National Bank is committed to fostering, cultivating and preserving a culture of diversity and inclusion. By bringing together employees from diverse backgrounds and giving each person the opportunity to contribute their best skills, experience and perspectives, we believe that we are able to best serve our customers and sustain the value of our company’s culture, reputation and results. We treat all our stakeholders -- customers, community members, suppliers and each other -- respectfully and fairly, staying true to the values embedded in the Woodforest culture. Woodforest is an Equal Opportunity Minority/ Female/ Individuals with Disabilities/ Protected Veteran and Affirmative Action Employer. Woodforest National Bank services customers across Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia. #J-18808-Ljbffr

Business Solutions Banker

JPMorgan Chase & Co. Columbus, OH

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience. Job responsibilities Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase Understand the client’s short-term and long-term capital needs to identify and manage credit opportunities up to $250,000 Understand the client’s cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients’ funds and accounts protected Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution Required qualifications, capabilities, and skills Minimum 3 years’ experience in a Business Banking Relationship Management or portfolio management role, or related business experience Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client General knowledge of core business products and services including deposit, lending, and cash management Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities and skills Bachelor’s degree in Finance or related field, or equivalent work experience #J-18808-Ljbffr

Columbus, NE

Posted 6 days ago

Finance and Insurance

Job Description

Job Description Job Description Position Summary: The Personal Bankers builds and maintains strong customer relationships. They provide exceptional service, process transactions, place customers in appropriate account, cross-sell other bank services and refer customers to other departments as appropriate. The primary focus of this role is to be a leader in sales behind the teller line.

Essential Functions:

Embrace the Union Bank culture by delivering a high level of customer service and professionalism. Accept and accurately process all financial transactions. Assist customers with all account requests. Proactively build customer relationships to uncover account and lending needs. Lead by example, support and assist branch in achieving goals set by management on a consistent basis. Review and maintain knowledge of products, fees and policies, and stay current on offerings for product suggestions. Research and resolve customer questions and concerns in a timely manner. Proactively participate in ongoing trainings, coaching, and mandatory meetings to ensure continued growth. Demonstrate compliance with all bank regulations for assigned job functions that apply to designated job responsibilities. Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required. Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies. Regular and reliable attendance is an essential function of this position. Perform other job related duties as assigned.

Qualifications:

Previous banking and/or demonstrated sales experience. Proven abilities in cross-selling Union Bank’s products, services and referrals. Basic math and proficient computer skills. Cash handling and customer service experience preferred.

Working Environment:

Indoor work – not exposed to outdoor elements or hazards. Ability to stand and/or walk for prolonged periods of time. Some sedentary work lifting and/carrying up to 50 lbs. occasionally. PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.