- Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
- Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
- Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
- Performs more moderately complex special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
- 4 – 5 years customer service and sales experience, (including in the financial services industry, required
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, preferred. NMLS registration can be completed after job entry date
- Ability to train and mentor others, including products and platform procedures
- Experience in financial services industry, preferred
- Experience with using and demonstrating digital products and self-service technologies, preferred
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Branch Banking
Found in: Lensa US 4 C2 - 5 days ago
Flagstar Bank Battle Creek, United StatesPosition Title · Branch Banking - Client Consultant II · Location · Battle Creek, MI · Job Summary · The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial need ...
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Financial Advisor
Found in: Lensa US 4 C2 - 4 days ago
Atria Wealth Solutions Battle Creek, United StatesBlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle Creek, MI area. · Our story began on April 16, 1936 Inspired by a small handful of educa ...
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Financial Advisor
Found in: ZipRecruiter Test10S US C2 - 6 hours ago
Atria Wealth Solutions Battle Creek, United StatesJob Description · Job DescriptionBlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle Creek, MI area. · Our story began on April 16, 1936 – I ...
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Member Service Specialist
Found in: ZipRecruiter Test10S US C2 - 1 day ago
American 1 Credit Union Battle Creek, United StatesJob Description · Job DescriptionWe are growing Do you have personal banker experience? Are you committed to excellent member service, and would you thrive in a Sales environment where the focus is truly centered on meeting the needs of our members? We invite you to consider a ca ...
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Contact Center Specialist I
Found in: Lensa US 4 C2 - 4 days ago
American 1 Credit Union Marshall, United StatesJob Description · Job Description · Are you enthusiastic, goal driven, flexible, reliable, and committed to excellent member service? Would you thrive in a sales environment where the focus is truly centered on meeting the needs of our members? Then we invite you to consider a ...
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Member Service Specialist I
Found in: ZipRecruiter Test10S US C2 - 3 days ago
American 1 Credit Union Marshall, United StatesJob Description · Job DescriptionWe are growing Do you have personal banker experience? Are you committed to excellent member service, and would you thrive in a Sales environment where the focus is truly centered on meeting the needs of our members? We invite you to consider a ca ...
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Mortgage Banker
Found in: Lensa US 4 C2 - 6 days ago
Union Bank Portage, United StatesJob Type · Full-time · Description · Position Summary · Mortgage Banker originates a portfolio of Government, Conventional and other mortgages. Works with customers to understand their lending needs and explains loan options. Inputs loan applications generated by the officer a ...
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Assistant Branch Manager
Found in: Lensa US 4 C2 - 6 days ago
Summit Credit Union Portage, United States** Assistant Branch Manager** · **Job Category****:** All Jobs **Requisition Number****:** ASSIS01970 Showing 1 location **Job Details** · **Description** · As the Assistant Branch Manager at our Portage Branch, you are responsible for guiding and directing the efficient daily ...
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Part-time Personal Banker
Found in: Lensa US 4 C2 - 13 hours ago
Arbor Financial Credit Union Otsego, United States Part timeJob Type · Part-time · Description · Job Title: Personal Banker · FLSA: Non-Exempt · Function: Operations · Reports To: Branch Manager · Purpose: Welcome members as they arrive to the credit union, answering questions and directing members to the appropriate department. S ...
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Assistant Branch Manager- 9th Street
Found in: Lensa US 4 C2 - 6 days ago
Arbor Financial Credit Union Kalamazoo, United StatesJob Type · Full-time · Description · Job Title: Assistant Branch Manager · FLSA: Non-Exempt · Function: Operations · Reports To: Branch Manager · Purpose: Lead branch staff by facilitating efficient performance of employee's respective duties, through a working knowledge of ...
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Personal Banker
Found in: Lensa US 4 C2 - 2 days ago
PNC Financial Services Group Kalamazoo, 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 ...
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Personal Banker
Found in: Lensa US 4 C2 - 1 day ago
PNC Kalamazoo, United States**Position Overview** · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our ...
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Personal Banker
Found in: Lensa US 4 C2 - 18 hours ago
PNC Financial Services Group Kalamazoo, 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 ...
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Universal Banker
Found in: Lensa US 4 C2 - 1 day ago
Trust Bank Willow Hill, United States: JOB TITLE: UNIVERSAL BANKER · DEPARTMENT: PARKSIDE · REPORTS TO: PARKSIDE BRANCH MANAGER · FLSA STATUS: NON-EXEMPT · TYPE OF POSITION: FULL-TIME · JOB SUMMARY · Perform a full range of banking services to individual customers and commercial clients as well as providing su ...
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Full Time Senior Member Services Representative- Charlotte
Found in: MyJobHelper US C2 - 4 days ago
LAFCU Charlotte, United States Full time· Provides thorough and accurate member service through opening accounts, loan services and other related functions that meet the needs of the member and LAFCU by performing the following duties. · ESSENTIAL DUTIES AND RESPONSIBILITIES Markets LAFCU products and services to mem ...
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Part Time Senior Member Services Representative- Eaton Rapids
Found in: Lensa US 4 C2 - 4 days ago
LAFCU Eaton Rapids, United States Part time· Provides thorough and accurate member service through opening accounts, loan services and other related functions that meet the needs of the member and LAFCU by performing the following duties. · Requirements · ESSENTIAL DUTIES AND RESPONSIBILITIES Markets LAFCU products and ...
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Shift Leader
Found in: beBee S2 US - 3 days ago
Coffee and Bagel Brands North Branch, United States Regular, Full timeAt Caribou Coffee we create day-making experiences that spark a chain reaction of GOOD This is our purpose. Our team brings this to life by focusing on what's really important around here - TEAM, GUEST, QUALITY It's that simple. If you're ready to work somewhere you can be yourse ...
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Shift Leader
Found in: beBee S2 US - 2 days ago
Coffee and Bagel Brands North Branch, United States Regular, Full timeAt Caribou Coffee we create day-making experiences that spark a chain reaction of GOOD This is our purpose. Our team brings this to life by focusing on what's really important around here - TEAM, GUEST, QUALITY It's that simple. If you're ready to work somewhere you can be yourse ...
Branch Banking - Battle Creek, United States - Flagstar Bank
Description
The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Job Requirements: