-
Personal Banker
1 week ago
PNC Financial Services Group Kernersville, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Personal Banker
4 days ago
PNC Financial Services Group Kernersville, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Personal Banker
1 week ago
PNC Financial Services Group Kernersville, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Personal Banker II
3 days ago
First Bank Greensboro, United StatesJob Description · Job DescriptionSUMMARY: · The position of Personal Banker II is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer' ...
-
WELLS FARGO BANK Greensboro, United States Full timeWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...
-
Relationship Banker
1 week ago
Truliant Federal Credit Union Winston Salem, NC, United StatesTruliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of imp ...
-
First Horizon Bank Winston Salem, NC, United StatesResponsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business ...
-
First Horizon Bank Winston Salem, NC, United StatesResponsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 10mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business an ...
-
First Horizon Bank Winston Salem, NC, United StatesLocation: On site in location listed in job posting. · This is not a remote position. · Summary · Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 10mm in annual ...
-
First Horizon Bank Winston-Salem, United States Full timeSummary · Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately business relationships with $ – mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver busin ...
-
Teller Part Time
2 weeks ago
WELLS FARGO BANK Kernersville, United States Part timeWhy Wells Fargo: · This is where your career truly begins. We rank #2 overall in the country on LinkedIn's Top Companies list as the best workplace "to grow your career" (#1 among financial services companies). We offer competitive salaries and one of the richest benefits package ...
-
Teller Part Time Highpoint
2 weeks ago
Wells Fargo High Point, United States Part timeWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...
-
Relationship Banker
2 weeks ago
F.N.B. Corporation Lexington, United StatesPrimary Office Location: · 23 West Center Street. Lexington, North Carolina · Join our team. Make a difference - for us and for your future. · Position Title: Relationship Banker · Business Unit: Retail · Reports to: Varies Based on Assignment · Position Overview: · This ...
-
Senior Relationship Banker
2 days ago
First National Bank Lexington, United StatesPrimary Office Location:6123 Old US Highway 52. Lexington, North Carolina Join our team. Make a difference - for us and for your future. Position Title: Senior Relationship Banker · Business Unit: Retail · Reports to: Varies Based on Assignment · Position Overview: · This p ...
-
Universal Banker
1 week ago
Atlantic Union Bank Greensboro, United StatesThe position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear un ...
Personal Banker - Winston Salem, NC, United States - Truliant Federal Credit Union
Description
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions.Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
The Personal Banker II primary responsibilities include providing every member-owner with an exceptional service experience, for understanding member-owners' financial needs, and for meeting those needs with Truliant product and services.
The employee must engage in conversations with member-owners in order to identify, understand, and meet financial needs. Financial needs include consumer and business deposit products, consumer and business lending products, investment products, and other services. The Personal Banker II will assist the Branch in market development, through active participation in the community.Accurately and efficiently processes transactions for members to help them manage their finances. Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including problem resolution.
Engages members in conversation to learn about their most important financial needs and goals.
Including but not limited to member service scores, loan production, deposit production, new member growth and partner lines of business referrals.
Educates members on the various products and services available to meet their financial goals and offer to assist them with establishing those identified products and services.
Proactively assists member by finding ways to make financial services more convenient for them. This includes educating members on the various technological tools available to them to improve their banking experience.Provides information and processes loan requests on all loan products to member-owners, including mortgages, business service loans, service agreements and insurance while reviewing credit needs for further loan opportunities to benefit the member.
Opens and provides maintenance for all IRA accounts.Adheres to the Truliant's policies and supports company decisions and goals in a positive, professional, manner. Follows all security and fraud prevention requirements in order to protect the Credit Union and members.
Adapts, as needed, to meet the ever-changing needs of our members and the communities we serve.
Interacts professionally with other departments within the Credit Union.
Maintains integrity and confidentiality when handling member's accounts.
Researches and resolves member account/service issues.
Researches and resolves account issues, elevating to problem resolution team as necessary.
Processes complex loan and deposit Business Services deposit requests accurately and efficiently.
Manages loan and deposit pipeline to ensure timely follow-up and cultivates leads into successes.
Processes all loan requests including Mortgages and reviews credit needs for further loan needs.
Processes and opens all specialty accounts when needed.
Provides assistance to leadership team in the Branch.
Assists in mentoring and coaching team to promote highest level of performance.
Explains and enrolls members in a complete portfolio of credit union products and services.
Represents the Branch network in focus groups and other projects.
Provides assistance with member service when needed on the MSR line.
Assists with other tasks and projects as assigned.
Must have sound understanding of standard concepts, practices, procedures, regulations and compliance within the financial services environment
Must have excellent communication skills in English, both verbal and written
Must have advanced personal computer skills
Must understand basic concepts and principles of credit underwriting
Must attend Branch Lending Training within 3 month period
Must be flexible and able to shift resources and priorities as required
Must be able to complete all assignments with minimal supervision
Must be able to sit at a desk for moderate periods of time and use a computer
National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 required
A minimum of 3-5 years related experience in the retail industry or financial services preferred
As a member of the Truliant family, you will enjoy the following full time benefits:
~ No-cost employee Medical, dental, vision coverage
~ Paid holidays and Paid Time Off (PTO)
~Retirement/pension plan
~ Paid community involvement volunteers hours
~ Tuition reimbursement
~ Short and long-term disability
~ Teledoc (physician video conferencing)
~ Onsite fitness facilities or health club reimbursement
~ Employee Assistance Program (EAP)
~ Medical flexible spending account
~ Dependent care flexible spending account
