Senior Banker II
Jobtailor
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Responds to customer inquiries and concerns, creating customized solutions Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans) Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business) Quotes rates, terms and programs for banking solutions Manages risk in every business, product and service transaction leveraging available tools Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Requirements Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment 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 Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) 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 a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance. Core Competencies Demonstrates expertise in building client relationships and providing tailored financial solutions, while adhering to regulatory requirements and optimizing the client experience through effective communication and problem-solving skills. Highest-signal resume keywords Sales Experience Client Relationship Management Financial Product Knowledge Regulatory Compliance Critical Thinking ATS Optimization Keywords Hard Skills Banking Products Account Opening Account Maintenance Digital Assisted Shopping Financial Solutions Soft Skills Effective Communication Time Management Problem-Solving Collaboration Adaptability Certifications & Qualifications Notary Commission Industry Keywords Client-Centric Relationship-Oriented Operational Excellence Financial Center Consumer Banking Tools & Technologies Self-Service Technologies Technology Platforms #J-18808-Ljbffr
$21 - $26 per hour
...Personal Banker II We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial...SuggestedFull timeWork experience placement- Jobtailor in the United States is seeking a client-focused banking professional to help personal and small‑business clients navigate financial options and technology tools. The role emphasizes sales, relationship building, compliant service, and flexibility to work weekends...SeniorWeekend work
$21 - $26 per hour
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- ...engineering or relevant sciences is preferred. Strong communication and presentation skills are essential. The role involves conducting investigations and regular reporting to internal teams, with a focus on class II or III medical devices. #J-18808-Ljbffr ACL DigitalSenior
$63.26k - $70.28k
...an accommodation or an alternative application process. Personal Banker - Thousand Oaks, CA Regular Full-Time Thousand Oaks, CA, US... ...our Thousand Oaks, CA branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant...Full timeTemporary workLocal areaImmediate start- Senior Electrical Design Engineer - Simi Valley, CA - Relocation AssistanceSalary Range: $160,000 - $175,000 + Sign-On Bonus EligibleSchedule: 9/80 Schedule with Every Other Friday OffFounded in 2004, we are an innovative aerospace and defense technology company the majority...SeniorRelocationRelocation package
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...Universal Banker The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with...Hourly payFull timePart time$168.39k - $227.83k
...lay within them, you’ll thrive as part of the Amgen team. Join us and transform the lives of patients while transforming your career.Senior Principal ScientistWhat you will doLet’s do this. Let’s change the world! We are seeking an experienced toxicologist in the Product...SeniorFull timeWork at officeRemote workFlexible hours
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