Future Positions
Personal Banker Job 7 miles from Henrietta
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Part Time Associate Banker Rochester (30 Hours)
Personal Banker Job 7 miles from Henrietta
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the 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, Chase.com, 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
Commercial Banking Officer
Personal Banker Job 10 miles from Henrietta
Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N. A. , operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts.
Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees.
After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities.
As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities A Commercial Banking Officer will perform a variety of duties to meet the commercial service needs of business customers and will include some lending authority.
This position requires an employee able to develop new business relationships with prospective customers and maintain continuous business relationships with present customers.
A valid drivers license is required.
Solicit new business from present and prospective customers Maintain ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities Provide sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports Monitor individual sales performance versus objectives on a regular basis and discuss performance with appropriate supervisor on a frequent basis Serve as a member of the Bank's sales team (e.
g.
, Branch Manager) and make group sales calls where these types of calls will improve the opportunity for new business development Maintain a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs Provide direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services Approve or reject loan applications within individual lending authority Assist customers in obtaining specialized services from other bank departments as necessary and provide help to customers with specific inquiries or service problems Maintain a working knowledge of bank operating policies and procedures which impact commercial services Prepare and maintain accurate records of all customer service calls and meetings made with present and prospective customers Provide quality service to internal and external customers Demonstrate cooperative efforts in working with other departments and within own department Jointly establish annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Lending Department's annual operating plan Comply with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements Communicate with management and staff personnel in order to integrate goals and activities Respond to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc.
, within given time frames and within established policy Maintain appropriate records and provide assigned reports.
Monitor and review accounts for appropriate risk rating to avoid risk rating changes by loan review, the Office of Comptroller of Currency (OCC) and other loan review processes.
Provide guidance, on-the-job training and technical assistance to Commercial Loan Officers 1(s) and 2(s) Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
Perform other related duties as assigned or directed Qualifications Ideal candidate should have a minimum five (5) years experience in related positions.
B.
S.
or B.
A.
Degree in a related field preferred Specialized banking education and training A valid drivers license is required.
Proficient reading, writing, grammar and mathematic skills Proficient interpersonal relationship, communication and sales skills Thorough knowledge of the features and benefits of all bank commercial products and services Working knowledge of bank operating policies and procedures which impact commercial services All applicants must be 18 years of age or older.
Other Job Information Compensation: Commensurate with experience plus potential for annual merit increase.
In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: 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, the employee may be required to stand, walk or sit.
Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear.
The employee may occasionally be required to lift and or move up to 25 pounds.
Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability.
If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum USD $92,000.
00/Yr.
Maximum USD $160,592.
00/Yr.
Talent Bank
Personal Banker Job 7 miles from Henrietta
Not seeing an open position you're into? No problem! Apply to our talent bank and you'll be one of the first to know when a position that's more "you" opens up.
Part Time Associate Banker Rochester (30 Hours)
Personal Banker Job 7 miles from Henrietta
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the 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, Chase.com, 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
Part Time Associate Banker Rochester (30 Hours)
Personal Banker Job 7 miles from Henrietta
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the 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, Chase.com, 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
Finance Associate
Personal Banker Job 7 miles from Henrietta
Experience:
2 to 6 years in commercial finance transactions.
Responsibilities:
Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions.
Advise on and handle term loans, letters of credit, acquisition financing.
Manage documentation and negotiations for equipment leasing and finance agreements.
Facilitate cross-border transactions involving secured and unsecured credit facilities.
Requirements:
Juris Doctor (J.D.) from an accredited law school.
Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
Excellent written and verbal communication skills.
Strong academic credentials.
Salary: $124,000 to $158,000
A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.
Universal Banker - Float
Personal Banker Job 7 miles from Henrietta
Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. Float Universal Banker will frequently travel to different branches within a designated area to assist branch staff as needed.
Primary Responsibilities:
Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer's identified needs.
Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions.
Explain the high-level criteria used to decision loan applications.
Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs.
Follow the Bank's sales process and provide simplified, customer-focused advice and guidance.
Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships.
Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.
Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs.
Introduce appropriate banking partner when servicing needs present an opportunity for a product solution.
Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud.
Resolve and accurately log all customer complaints in the appropriate system.
Review, approve and help resolve Consumer and Business Banking customer overdrafts.
Accurately complete customer transactions.
Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
Complete other related duties as assigned.
Scope of Responsibilities:
The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions.
Managerial/Supervisory Responsibilities:
Not Applicable
Education and Experience Required:
High school diploma or equivalent (GED) and a minimum of 1 year's proven retail sales, call center, customer service, or telesales experience
Ability to easily travel between branches on an as needed basis
Strong verbal communication skills
Strong interpersonal skills
Ability to interact with varying customers (consumer to small business)
Ability to effectively handle difficult customer conversations
Well-organized
Proven time management skills
Proven prioritization skills
Ability to work under critical time constraints in a team environment
Proficiency with internet user-level technology
Education and Experience Preferred:
Bilingual based on branch needs
Proven referral and/or sales ability
Physical Requirements:
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs.
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.11 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Rochester, New York, United States of America
Part Time (20 Hours) Associate Banker - Victor - Victor, NY
Personal Banker Job 10 miles from Henrietta
JobID: 210609636 JobSchedule: Part time JobShift: Base Pay/Salary: Victor,NY $20.00-$23.17 We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the 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, Chase.com, 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
Teller Retail Banker II
Personal Banker Job 20 miles from Henrietta
Teller Retail Banker II-067475Description 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 foodbanks 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:· 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor's degree.· Previous instore 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: Branch BankingPrimary Location: New York-CanandaiguaSchedule: Full-time Work Locations: NY - Canandaigua WM-8047 4238 Recreation Dr Canandaigua 14424Salary Range: $16.48 to $19.81 per hour Unposting Date: OngoingOrganization: New YorkWoodforest 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.
Woodforest National Bank offers a unique and diverse working experience in the banking world, staffed by people who truly care about customers! We have full-service banks conveniently located in some of the most popular retail stores.
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.
Relationship Banker - Rochester, NY
Personal Banker Job 7 miles from Henrietta
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Universal Banker I
Personal Banker Job 20 miles from Henrietta
Universal Banker ILocation: Canandaigua NY
What does a UBI do at CNB? The Universal Banker I is primarily responsible for the Teller function within the assigned Community Office location. In addition to these duties, the Universal Banker I will also perform some platform duties on a rotational and as needed basis. The Universal Banker I will attend and complete the Platform I training class in order to provide our clients with a consultative sales process that is based on customer needs.
What competencies are needed to be successful in this role?
Notary certification or willingness to obtain as requested.
Ability to build relationships, communicate with co-workers and customers verbally and in writing.
Sales Skills and a thorough knowledge of the features and benefits of all bank products and services.
Knowledge of bank operating policies and procedures.
Proficiency with a PC and associated programs (such as Microsoft Office).
What does a successful first year in this position look like?
Able to perform all the responsibilities of a Teller.
Assists customers with inquiries or service problems.
Build relationships with customers to solicit new business from new and existing customers.
Maintain ongoing business relationships, while maintaining a thorough knowledge of the features and benefits of the bank's products and services
Follow all operating procedures in the branch. I.E. opening/closing, vault cash, securing negotiable documents, order currency and coin, etc.
What makes working at CNB different?
At CNB, we are Investing in You . Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including:
Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid Holidays, Vacation, and Sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & Development Opportunities.
Tuition Assistance.
Volunteer Opportunities.
Award Winning Wellness program that promotes a solid work/life balance.
Banking perks and discount programs.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 125 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture.
As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You . If you want to be a part of something special, join us today!
Compensation range- $19-$20The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
Universal Banker - Flex Team
Personal Banker Job 7 miles from Henrietta
Hours: 40 hours Schedule: Monday - Friday to follow branch hours of Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., and Friday 9:00 a.m. - 6:00 p.m. Must be flexible to meet current and future business needs. Pay: $21.17 per hour
Something wonderful happens when you love what you do. So consider a career at ESL. Since 2010, ESL has been consistently ranked one of the Best Workplaces in America by Great Place to Work . Great Place to Work and Fortune magazine have recently places ESL on these prominent national lists as well:
* Best Workplaces for Millennials
* Best Workplaces for Women
* Best Workplaces in Financial Services and Insurance
* Best Workplaces in New York State
Additionally, for more than a decade, ESL has been a "Rochester's Choice" award winner and a "Training Top 125" recipient!
ESL is currently seeking Universal Bankers to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities while having exposure to all 24 ESL branches.
As a Universal Banker at ESL you will:
* Create a positive face to face member experience
* Build long lasting relationships with members
* Work in both a Teller or Relationship Banker position depending on branch needs
* Travel to all 24 ESL branches in the Rochester region depending on staffing needs
* Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner
* Help members recognize and obtain the most appropriate solutions for their financial needs by asking needs defining questions
* Educate and Refer a variety of products and services to members
* Assist members with accounts, loans, fraud and maintenance
* Learn about the banking and finance industry
* Gain exposure to career opportunities at ESL
ESL has 24 branch locations throughout the Rochester region. The candidate interested in this opportunity will work a 40-hour schedule as part of the Flex staff supporting all 24 branch locations. You will be eligible to receive a $100.00 car allowance at the conclusion of the month.
Eastside District
Central District
Westside District
Brighton Henrietta
Chili
Batavia
Canandaigua
Cobblestone Court (Victor)
Brockport
Culver Ridge
Geneseo
Chestnut Street (Rochester)
Fairport
Goodman
Lake Ave
Penfield Hudson Long Pond
Pittsford
Irondequoit
Merchants Walk (Rochester)
Twelve Corners
Newark
Mt Read
Webster
Victor (Village)
Ridgeway
Qualifications:
* One year in sales/service in the financial services, retail, professional services worker industries
* High School diploma or High School equivalency diploma required
* Strong communication, problem solving and decision making abilities
* Prior Sales Experience preferred
* A high degree of flexibility to support branch needs
* Proficient in building customer and peer relationships
* Proficient in PC applications
* Understanding of banking products and services preferred
* Notary preferred; if not obtain within 12 months of filling role
* Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL
* Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper
Why work at ESL?
ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area.
ESL offers a very generous compensation and benefits package including health, dental, life, 401k, vacation, paid holidays, performance incentives, and more.
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-KZ1
Universal Banker
Personal Banker Job 7 miles from Henrietta
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.
We invite you to view the opportunity below.
The Universal Banker is responsible for a broad range of activities in the branch, including transaction processing, new account sales, customer servicing, and referral generation. Requires cross-training, and the ability to focus on both teller and platform sales tasks.
Under direct supervision of an Assistant Bank Manager, Bank Manager or Market manager, responsible for assisting customers focused on delivering exceptional service and quality with every transaction, while also learning and modeling sales behaviors to progress through banker roadmap and certification. Perform teller transactions, service customer needs, resolve issues and, when appropriate, proactively recommend Associated Bank products to existing customers and prospects. Provide exceptional customer service by accurately processing customer transactions and demonstrate digital alternatives as appropriate. While learning and modeling behaviors through roadmap progression, responsible to complete curriculum, meet performance milestones, and pass Banker certification for promotion eligibility. The colleagues in this role may be asked to work multiple branch locations to support a culture of flexibility and mobility to meet the expectations of our branch and customers.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.
This person will also:
Acquire new and deepen existing customer relationships by initiating thorough, quality conversations to identify customer needs and matching those needs with the appropriate Bank product or service. Uncovering sales opportunities requires strong understanding and execution of the Bank's sales objectives, processes, tools and campaigns and must effectively demonstrate and sell all customer channels. Ensure that new accounts are properly processed, and cross-sell opportunities are identified and pursued. Refer customers to other members of the branch team or select business partners including private, Mortgage, Investment Services and Business Banking, as appropriate to meet the customer needs.
Nurture and retain customer relationships by extending a courteous welcome and delivering accurate and timely customer service according to the established guidelines, including cashing checks, accepting deposits and withdrawals, handling loan and credit card payments and dispensing monetary instruments. Look for opportunities to convert service activities into sales activities.
Answer customer questions and resolve related account issues to ensure customer satisfaction, including over the phone and in-person. Perform service-related activities such as on-boarding calls and appropriate follow-up with customers.
Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations. This includes satisfactorily completing all required training and banker certification.
Review the qualifications listed below:
Education
High School or equivalent combination of education and experience. Required
Experience
Less than 2 years working in a sales and goals-based environment, with strong customer service focus. Required
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $24.70 per hour
Citizens Banker
Personal Banker Job 15 miles from Henrietta
Salary Range: $21.18 - $26.47/ hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
+ Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
+ Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
+ Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you
+ Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more
Required Qualifications
+ High School degree or GED required
+ 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
+ Ability to effectively ask questions and identify needs to improve the customer relationship
+ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
+ Demonstrated skills in using digital technology to support the delivery of business goals
+ Aptitude to problem solve and provide solutions to customer issues
+ Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
+ Self-motivated, confident and ability to multitask effectively
+ Ability to work branch hours, which can include weekends and evenings
+ Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
+ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
+ 1 year cash handling experience
Hours & Work Schedule
+ Hours per Week: 40
+ Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is 21.18 - $26.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
06/18/2025
Citizens Banker
Personal Banker Job 7 miles from Henrietta
Salary Range: $21.18 - $26.47/ hour
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships
- You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community
- Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
- See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you
Exceptional benefits
- Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
1 year cash handling experience
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is 21.18 - $26.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Licensed Private Client Banker - Dewey Britton
Personal Banker Job 14 miles from Henrietta
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. 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; Delivers on client solutions through referring of investment and insurance products
* Consistently attains individual activity, behavior, and outcome expectations.
* Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
* Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients
* 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 experience (required) or
* Bachelor's Degree (preferred)
Experience Qualifications
* Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (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)
* Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
* 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
* FINRA License S6 Upon Hire (required)
* FINRA License S63 Upon Hire (required)
* FINRA Security Industry Essentials (SIE) Upon Hire (required)
* Life and Health Insurance Licenses Upon Hire (required)
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
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 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.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 to $32.00 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 04/25/2025
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 HR_**********************.
Relationship Banker
Personal Banker Job 15 miles from Henrietta
Pay Range: $17.50 - $22.43The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures. They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and services that meet the customer's needs. This interaction may be in person or over the telephone.
Education and Experience:
High School Diploma or Equivalent
Minimum one year experience in related banking positions preferred
Previous customer service, sales and consumer lending experience preferred
Skills and Abilities:
Proficient reading, writing, communication and mathematical skills
Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports
Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems
Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities
Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills
Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team
Proficient computer skills
Unique Job Characteristics and Requirements:
Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S. A. F. E. Act of 2008 and become familiar with requirements for approval. (Ability to obtain NMLS Certification is preferred but not required)
Tasks Performed:
45% Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audit. Will adhere to security measures and controls to minimize any potential losses to the company. This individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager.
45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able to deliver viable solutions for the customer. Engages in referral and relationship management in accordance with established objectives and goals. Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary. Has a working knowledge of lending, including the ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
5% Performs other duties as assigned which may include providing guidance and conducting training for other employees.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 50% of time
Move about within or between locations
Bend, Twist, Crouch, Squat
Move Objects to Maximum 20 lbs
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Relationship Banker
Personal Banker Job 10 miles from Henrietta
Purpose :
At Five Star Bank, our people are our greatest competitive advantage. As a Relationship Banker, you will use your expert knowledge of financial products and services and an advice-led approach to deliver personalized financial solutions and build lasting relationships. As a Relationship Banker, you will drive productive sales and service activities, develop new business by educating existing and potential clients and exemplify Five Star Bank's HEART values.
Supervisory Responsibilities :
Degree of Supervision Received: Minimal to Moderate
Supervision Received (title): Senior Branch Manager or Branch Manager
Degree of Supervision Given: None
Supervision Given to (Titles): N/A
Essential Functions :
Demonstrated knowledge of all bank products and services and ability to accurately process deposits and lending applications and account opening transactions.
Achieves individual and team goals.
Engages consumer and small business customers through proactive advice-led consultation.
Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer.
Identifies financial needs and recommends personalized solutions of products and services.
Proactively engages prospective consumer and small business customers within the market.
Collaborate with business partners and refer opportunities to mortgage, wealth, insurance and commercial banking.
Assists in community events and actively participates in and supports FSB sponsored community initiatives, activities and programs.
Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
Maintains knowledge of regulatory compliance and completes assigned compliance training.
Introduces customers to alternative banking solutions including mobile banking, digital banking, and ATMs/ITMs
Applies knowledge of bank policies and procedures to resolve customer account issues appropriately and efficiently.
Supports daily operations as required.
Assist occasionally with transactional service transactions.
Responsible for accurately processing transactions for customers (e.g. deposits, loan payments, cashing checks, redeeming bonds) in a courteous and professional manner.
Participates in cash and negotiable instrument control measures including cash management, shipping and cash ordering, vault currency, vault balancing, and vault related controls as assigned.
Performs operational duties as required including fill change and/or currency orders, issue cashier's checks and money orders, process night deposit bags and ATM deposits, balances ATM and resolves ATM discrepancies, settle and balance cash advance machine.
Maintains responsibility for a cash drawer and follows proper balancing procedures.
Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.
Qualifications :
High School Diploma, GED or equivalent experience
Minimum 1 year (preferably in financial services) of sales and customer service experience. Managing new and existing customer relationships, achieving revenue goals through advice-based customer consulting, and building referral sources.
Competencies :
Excellent communication skills - in person and over the phone - with proven ability to personalize features and benefits of products/services to customers with varying needs.
Demonstrated knowledge of bank products and services
Strong advice-led consultative approach to engaging customers
Demonstrated ability to prospect and network to acquire new customers.
Experience fostering and developing strong customer relationships.
Experience with banking systems and platforms
Strong desire to improve the financial well-being of customers by providing education and advice.
Excellent interpersonal and communication skills
A self-starter and strong organizational skills with the ability to multitask and prioritize.
Ability to thrive in a team environment.
Ability to learn and utilize new technology effectively and efficiently.
Physical Requirements :
Able to regularly stand for prolonged periods of time.
Able to regularly lift 1-10 lbs., occasionally lifting to 30 lbs.
Able to travel between office locations.
Extensive computer usage is required.
Moderate to extensive phone usage is required.
Ability to perform repetitive motions.
Other:
Work schedule: Varies with office needs and may include evenings and weekends.
Licenses or Accreditation : Registration with Nationwide Mortgage Licensing System Registry (NMLS) is required in accordance with SAFE Act requirements.
This job description is not exhaustive. The Relationship Banker may be required to perform other duties as assigned.
The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.
Relationship Banker
Personal Banker Job 15 miles from Henrietta
Pay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures. They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and services that meet the customer's needs. This interaction may be in person or over the telephone.
Education and Experience:
* High School Diploma or Equivalent
* Minimum one year experience in related banking positions preferred
* Previous customer service, sales and consumer lending experience preferred
Skills and Abilities:
* Proficient reading, writing, communication and mathematical skills
* Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports
* Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems
* Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities
* Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills
* Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team
* Proficient computer skills
Unique Job Characteristics and Requirements:
Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S. A. F. E. Act of 2008 and become familiar with requirements for approval. (Ability to obtain NMLS Certification is preferred but not required)
Tasks Performed:
* 45% Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audit. Will adhere to security measures and controls to minimize any potential losses to the company. This individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager.
* 45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able to deliver viable solutions for the customer. Engages in referral and relationship management in accordance with established objectives and goals. Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary. Has a working knowledge of lending, including the ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
* 5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
* 5% Performs other duties as assigned which may include providing guidance and conducting training for other employees.
Physical Requirements:
* Communicate effectively with internal and/or external customers
* Stationary 50% of time
* Move about within or between locations
* Bend, Twist, Crouch, Squat
* Move Objects to Maximum 20 lbs
Benefits for Full-Time Employees:
* Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
* Parental Leave: Six weeks of paid leave at 100% of your salary.
* Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
* Dental and Vision Coverage: Ensuring your overall health and well-being.
* Flexible Spending Accounts: For healthcare and dependent care expenses.
* Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
* Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
* Voluntary Benefits: Including hospital, accident, and critical illness coverage.
* Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
* Adoption Assistance: Supporting your growing family.
* Tuition Reimbursement: Invest in your education and career growth.
* Employee Assistance Program (EAP): Access to support and resources.
* Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
* Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
* Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
* Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
* Paid Sick and Safe Leave: For your health and safety.
* Employee Assistance Program (EAP): Access to support and resources.
* Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.