Provides exceptional member experiences by identifying individual member needs, recommending products and services, and supporting member interactions.
Responsibilities
Build relationships with members utilizing strong service and sales skills to identify needs and make recommendations
Assist members with membership, accounts, and basic lending needs
Review and analyze member financial situations to provide education and solutions
Open new accounts and loans and prepare documents
Respond to member requests, questions, and concerns
The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions, focusing on understanding client needs and connecting clients to the full range of Old National’s products and services to support their financial goals.
Compensation
The salary range for this position is $17.00/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States.
Responsibilities
Build and grow client relationships by understanding needs and providing personalized financial solutions
Proactively engage clients through outreach, follow-up, and ongoing relationship management
Identify opportunities to introduce additional products and services to meet client goals
Partner with internal specialists to connect clients to broader capabilities when appropriate
Deliver a high-quality, consistent client experience across all interactions
The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions.
Compensation
The salary range for this position is $17.00/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States.
Responsibilities
Build and grow client relationships by understanding needs and providing personalized financial solutions.
Proactively engage clients through outreach, follow-up, and ongoing relationship management.
Identify opportunities to introduce additional products and services to meet client goals.
Partner with internal specialists to connect clients to broader capabilities when appropriate.
Deliver a high-quality, consistent client experience across all interactions.
Requirements
High school diploma or equivalent required
Associate or bachelor’s degree preferred
Nice to have: Associate or bachelor’s degree preferred
Provides financial and account services to members in a confident and professional manner that assures efficient operations and exceptional service.
Responsibilities
Take responsibility and accountability in following all service standards set forth by the credit union; provide informed, professional, and accurate service and support to all members and associates.
Performs teller duties: process member transactions accurately and efficiently while maintaining a balanced cash drawer.
Assists members with opening and closing accounts, and addresses and resolves member problems, inquiries, or complaints.
Assist applicants with consumer and mortgage loan applications and questions. Explain loan programs, options, and requirements. NMLS is required.
Promote the credit union’s products and services based on member needs and identifying opportunities. Actively participate in developing new business for the credit union
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program. The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment).
Requirements
College degree
work experience
Nice to have: Experience in the financial industry
Responsible for creating sales opportunities with private mortgage banking clients and prospects, producing high-quality jumbo loans and building relationships with affluent borrowers.
Compensation
Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws.
Responsibilities
Participate in soliciting residential mortgages from various sources and produce high-quality jumbo loans
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
Stay informed of mortgage industry trends and developments
Responsible for creating sales opportunities with private mortgage banking clients and prospects, soliciting residential mortgages, and building relationships with affluent borrowers.
Compensation
Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission.
Responsibilities
Participate in soliciting residential mortgages from various sources and produce high-quality jumbo loans
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
Present recommendations for producing loans and exercise independent judgment
Understand real estate appraisals, title reports, and real estate transactions
Responsible for building and strengthening customer relationships by providing excellent service and ensuring the customer’s needs are met by evaluating and recommending the most appropriate bank products and services.
Responsibilities
Maintains strong working relationships with internal and external customers and projects a positive and professional image of BankPlus.
Possesses sales and service skills with a focus on loan, deposit, and cash management products.
Performs relationship banker transactions accurately and efficiently, including issuing relationship banker/official checks, processing collection items, or other transactions not processed using the ITM, according to BankPlus procedures.
Assists and educates customers on the use of the ITM to handle daily transactions, if necessary.
Ensures that ITM and cash recyclers are balanced and maintained in an accurate manner, as needed.
Lead sales discovery and client relationship management at the Atascocita branch, driving revenue and delivering exceptional banking solutions.
Compensation
Competitive compensation based on experience
Responsibilities
Lead sales discovery and client relationship management efforts by conducting financial needs assessments and recommending tailored banking products and solutions
Build and manage client relationships while proactively generating business through outbound outreach, sales calls, in-branch engagement, and ongoing service support
Promote and cross-sell bank products and services, identifying referral opportunities and ensuring timely follow-up
Open and service accounts, issue ATM cards, and originate/close consumer loans while addressing client inquiries
Deliver comprehensive, sales-focused banking solutions that drive branch performance while providing exceptional service to new and existing customers
Requirements
High school diploma or equivalent
Nice to have: bilingual proficiency in English and Spanish
Nice to have: experience in teller operations and new account servicing
Nice to have: strong organizational and multitasking skills in a fast-paced environment
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