bank manager

Associated Bank

<div>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. Associated Bank conducts a thorough background check on all new hires.
Join Associated Bank as an Assistant Bank Manager and help lead a team dedicated to delivering exceptional customer experiences. In this role, you&rsquo;ll manage day-to-day branch operations, coach bankers to achieve performance goals, and build strong customer relationships that drive growth. This is a great opportunity to expand your leadership skills and advance your career within a supportive, community-focused organization.
 
 
This position requires a credit check per 12 CPR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Key Accountabilities
<ul><li>Lead, coach, and develop a team of bankers to achieve sales, service, and operational goals.
</li><li>Support the Branch or Market Manager in driving branch performance and ensuring a superior customer experience.
</li><li>Manage daily branch operations, ensuring compliance with policies, procedures, and regulatory standards.
</li><li>Assist customers with transactions, account openings, and financial solutions that meet their needs.
</li><li>Identify and deepen customer relationships through proactive outreach and cross-selling.
</li><li>Collaborate with the Teller Supervisor and Bank Manager on scheduling, hiring, training, and performance management.
</li><li>Advocate for digital banking adoption by educating customers and colleagues on available tools and channels.
</li><li>Serve as acting branch leader in the absence of the Branch or Market Manager.
</li></ul>Education &amp; Experience
Required:
<ul><li>High school diploma or equivalent combination of education and experience
</li><li>1+ years of sales experience
</li><li>1+ years of leadership or financial branch management experience
</li></ul>Preferred:
<ul><li>Business certification within 2 years of hire
</li></ul>Why You&rsquo;ll Love Working Here
At Associated Bank, we invest in your success with comprehensive training, leadership development, and opportunities for career advancement. You&rsquo;ll be part of a collaborative team that values integrity, inclusion, and community engagement. Make an impact every day by helping customers reach their financial goals. Apply today to grow your career and lead with purpose at Associated Bank!
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
<ul><li>Retirement savings including both 401(k) and Pension plans.
</li><li>Paid time off to volunteer in your community.
</li><li>Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
</li><li>Competitive salaries with professional development and advancement opportunities.
</li><li>Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
</li><li>Personal banking, loan, investment and insurance benefits.
</li></ul>Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri 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&rsquo;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 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.
$20.43 - $35.02 per hour</div>

Assistant Bank Manager

Burke & Herbert Bank & Trust

<div>Community Bank Manager
CLASSIFICATION
Exempt
REPORTS TO
Market Manager
JOB DESCRIPTION
Summary/Objective
Leads a branch team in delivering the Bank&rsquo;s brand promise and in meeting the Bank&rsquo;s business objectives. Serves as a leader, coach, and role model for team members in developing new customer relationships, solidifying existing customer relationships and delivering high-quality customer experiences. Achieves assigned sales goals. Ensures efficient and effective branch operations. 
Essential Functions<ul><li>
Coaches, manages, and trains team members to deliver high-quality sales and service experiences consistently in the Bank&rsquo;s branches.</li><li>
Consistently employs the 7 sales management practices: new customer onboarding, lobby management, huddles, white boards, coaching, and sales team meetings.</li><li>
Motivates team members to achieve assigned sales goals.</li><li>
Serves as a role model for team members and colleagues in the delivery of the Bank&rsquo;s brand promise.
</li><li>Develops and maintains strong knowledge across the full range of products and services that the Bank has to offer.
</li><li>Leads branch team in executing effective operational and quality control procedures to provide high-quality, efficient customer service, ensure compliance, and mitigate risks.</li><li>
Develops business outside of the branch to identify opportunities for new business banking relationships. Manages relationships with business banking customers in partnership with Relationship Managers and Treasury Management team.</li><li>
Identifies opportunities for consumer mortgage relationships and presents quality leads to Mortgage Loan Officers.</li><li>
Identifies opportunities for wealth management relationships and present quality leads to Wealth Advisors.</li><li>
Represents the Bank within the community. Identifies and participates in community and business events for the purpose of increasing awareness of and interest in Burke &amp; Herbert Bank. Participates in Bank sponsored activities and events, including evening management meetings and weekend functions.</li><li>
Develops solid understanding of the assigned branch market. Identifies opportunities for new business. Monitors and communicates local competitive activities.
</li><li>Solves complex customer servicing issues and handles difficult customers effectively.</li><li>
Manages and mitigates operational risks by following established policies and procedures and making sound business decisions.</li><li>
Mentors and develops team of branch representatives with varying skill sets and experience (tellers, sales and service representatives, customer service representatives, assistant managers) to achieve sales, service, and operational excellence. Ensures effective team member communications. Identifies and supports training and development opportunities. Provides ongoing coaching. Prepares performance evaluations. Recommends team member promotions and takes disciplinary action or terminates as appropriate.</li><li>
Prepares information/reports on branch performance/market trends as requested by senior management.</li><li>
Attends educational functions, classes, and training and development sessions as assigned by Senior Management.</li><li>
The duties of this position must be performed from the physical branch or bank location in order to best service the needs of the customers or support the Bank facilities.</li></ul> 
Skills/Abilities<ul><li>
Strong coaching, motivational, and training skills focusing on sales, service and operations.</li><li>
Excellent oral and written communication skills.</li><li>
Strong organizational skills.</li><li>
Proven sales experience to include developing strong business relationships and meeting/exceeding sales goals.</li><li>
Strong analytical and decision-making skills.</li><li>
Ability to resolve problems effectively and efficiently.</li><li>
Strong ability to handle difficult customers.</li><li>
Strong knowledge of bank products and services and branch operations.</li></ul>
Education and Experience<ul><li>
Bachelor&rsquo;s Degree preferred.</li><li>
Five plus years of commercial branch banking experience.</li><li>
Basic Microsoft Office and Internet Skills.</li></ul>
Supervisory Responsibility
This position has supervisory responsibilities.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel
Travel may be required for this position. 
This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match.
Eligible for incentive compensation. 
Equal Employment Opportunity/M/F/disability/protected veteran status 
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.</div>

Community Bank Manager

Glacier Bancorp

<div>About The Role<div> 
Join one of the best banks in Arizona. Foothills Bank has been on the list of Top Companies to Work for in Arizona for 5 years in a row! Learn More About Our Recognitions!</div><div></div><div> 
SUMMARY:</div><div></div><div> 
The Assistant Branch Manager (ABM) will provide supervision and leadership for Tellers and New Account Representatives. This person must have the ability to communicate effectively while working quickly and accurately.</div><div></div><div> 
The ABM will have extensive contact with customers, vendors, the public, and bank staff and will interact in a professional and courteous manner and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. Also, will implement, communicate, and manage branch-related operational policies and procedures under the direction of the Branch Manager.</div><div> 
</div><div>DUTIES AND RESPONSIBILITIES:</div><ul><li>
Represent the Bank in a professional manner which includes a professional image, confidentiality, a &ldquo;consider it done&rdquo; attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs</li><li>
Provide superior internal and external customer service while demonstrating self-governance, courtesy, and respect toward external customers as well as organization personnel</li><li>
Keep management appropriately informed of significant issues, problems and complaints</li><li>
Supervise Tellers and New Accounts Representatives</li><li>
Resolve customer concerns/complaints, maintain appropriate contact with customers through verbal and written communication</li><li>
Monitor hourly employees&rsquo; time/schedule and time sheets</li><li>
Complete Annual Performance Evaluations for each branch staff member</li><li>
Conduct monthly certifications</li><li>
Complete month-end reporting, including, but not limited to, balancing teller differences, closed accounts, manager&rsquo;s and security reports</li><li>
Conduct weekly/monthly staff meetings</li><li>
Perform all Teller functions, including, but not limited to, processing deposits, withdrawals, loan payments, stop payments, selling cashier checks and money orders, processing account holds</li><li>
Perform or assist with all personal bank functions, including, but not limited to opening variety of accounts (checking, savings, business, IRA, CD, HSA, Safe Deposit Boxes), account maintenance, create and troubleshoot online banking accounts, ordering checks and debit cards, processing bankcard disputes</li><li>
Refer customers and prospects to bank services, explaining a variety of account types and services</li><li>
Assist Branch Manager to achieve all annual growth objectives and other projects and responsibilities as needed</li><li>
Participate in projects and assignments, which may include obtaining information and research from a variety of sources</li><li>
May originate consumer loans; maintain up to date training and adhere to loan compliance standards</li><li>
Complete required bank trainings courses within assigned time frames</li><li>
Regular and predictable attendance is an essential function of this job.</li><li>
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control</li><li>
May be required to work at other Foothills Bank branches due to staffing shortages</li><li>
Participate in community service and bank-sponsored activities</li><li>
Attend and participate in meetings as required</li><li>
Keep work area tidy</li><li>
Additional duties as requested or assigned</li></ul>
 
About You<div> 
QUALIFICATIONS:</div><ul><li>
High school diploma or equivalent
</li><li>A minimum of 5 years&rsquo; experience in banking</li><li>
Previous supervisor experience preferred</li></ul><div></div><div> 
KNOWLEDGE, SKILL, ABILITY:</div><ul><li>
Demonstrated effective interpersonal relationships and teamwork.</li><li>
Professional verbal and written communication skills.</li><li>
Strong interpersonal skills, using considerable tact, diplomacy, and judgment.</li><li>
Strong organizational, customer service, communication, and decision-making skills.</li><li>
Able to maintain confidential and sensitive information.</li><li>
Experience working with all levels of employees and external customers.</li><li>
Well-organized with ability to prioritize and multi-task in a fast-paced work environment.</li><li>
Ability to communicate, both orally and in writing, with others in the Bank to perform effective reviews and to report the results.
</li><li>Ability to respond to common inquiries of complaints of customers, regulatory agencies, or members of the business community.</li><li>
Sufficient banking, organizational and technical skills to assist in performing all required reviews.</li></ul><div></div><div> 
WORK ENVIRONMENT:</div><div></div><div> 
Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.</div><div></div> 
Must be capable of occasional travel (less than 10 days per year) by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.<div></div><div> 
PHYSICAL DEMANDS:</div><div></div> 
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 is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. 
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Must be capable of climbing / descending stairs in an emergency situation. 
Specific lifting abilities required by this job include: Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met. 
Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. 
 
What We Offer<div> 
COMPENSATION &amp; BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out!</div><div></div><div> 
We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.</div><div></div><div> 
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.</div><div></div><div> 
No Recruiters or unsolicited agency referrals please.</div></div>

Assistant Branch Manager

<div>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. Associated Bank conducts a thorough background check on all new hires.
We invite you to view the opportunity below.
 
 
Under direct supervision of Branch Management, responsible for recommending Associated Bank products to existing customers and prospects. Responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate deposit and lending products and services. Provide exceptional customer service through efficient and accurate processing of customer transactions and fulfilling service requests. Support the operational integrity of the branch. Must have the ability to use and demonstrate all customer channels including digital technology. Achieve individual and branch team goals. 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:
<ul><li>Recommend bank products to new and existing customers, following the company sales process while accurately following established bank procedures. Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
</li></ul><ul><li>Open deposit and loan accounts, verify and process changes to existing accounts, answer customer questions and resolve related account problems. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued.
</li></ul><ul><li>Maintain sufficient proficiency and accuracy in Teller operations to perform all teller related transactions while exceeding customer expectations.
</li></ul><ul><li>Assist the Bank Manager as needed and act as a mentor and trainer for other Bankers within an office or region. May perform some sales coaching activities and helps prepare reports and sales aids. Participate in community and business functions/group to ensure a positive image for the bank within their market place.
</li></ul><ul><li>Opening or closing of retail bank, performing routine functions in preparation of the start or end of day&rsquo;s activities including ATM balancing and/or servicing.
</li></ul>Review the qualifications listed below:
Education
<ul><li>High School or equivalent combination of education and experience. Required
</li></ul>Experience
<ul><li>2-4 years Customer facing sales and/or service experience. Required
</li></ul><ul><li>2-5 years Working in a sales and goals based environment with strong customer service focus. Preferred
</li></ul>Licenses and Certifications
<ul><li>Other Banker Certification by start date. Required
</li></ul>We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
<ul><li>Retirement savings including both 401(k) and Pension plans.
</li><li>Paid time off to volunteer in your community.
</li><li>Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
</li><li>Competitive salaries with professional development and advancement opportunities.
</li><li>Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
</li><li>Personal banking, loan, investment and insurance benefits.
</li></ul>Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri 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&rsquo;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 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 - $28.96 per hour</div>

Community Banker I

Bank of Labor

Build Your Career with a Bank That Stands for More
 
For 100 years, Bank of Labor has been a trusted financial partner for businesses in the Kansas City region. We are uniquely positioned as the leading Labor-focused Financial Institution (FI) whose strategic initiatives have set a national course to serve the needs of Labor Unions across the entire country. Expertise in specialized financing has enabled us to provide debt capital for the construction of training centers from coast to coast. And because we enjoy a national reputation for our Trust Services and Treasury product offerings, our Labor relationships are comprehensively served. Bank of Labor is the only majority-owned and operated bank in the nation whose focus combines deep industry expertise with modern banking solutions to serve Labor organizations, businesses, and consumers. We are approaching a significant milestone in asset growth!
 
Bank of Labor doesn’t just provide financial services—we champion the values of integrity, resilience, and community. Our team of professionals plays a vital role in maintaining strong internal controls, risk management, and regulatory compliance, ensuring that we continue to uphold our mission while driving innovation in banking.
 
We are seeking to add top talent to our ranks with a leader driven to help shape the future of our franchise. If you’re a strategic thinker with a passion for excellence and leadership, Bank of Labor offers the opportunity to make a meaningful impact in an organization that values expertise, collaboration, and innovation.
 
Join a team where your work matters—at a bank with a legacy of strength and a future of opportunity.
 
220 PERSONAL BANKERS - UNIVERSAL BANKER 1
 
Has responsibility to meet or exceed the required expectations of our “ESP” (Exceptional Service Provider) program (refer to the Employee Handbook).
 
Under direct supervision and in accordance with established policies and procedures, the successful candidate performs a variety of duties, ensuring the smooth operation in the Retail area. These responsibilities include performing numerous activities associated with the teller and personal banking functions. The employee’s work influences the professional image of the Bank within the community it serves.
 
KNOWLEDGE, SKILLS & ABILITIES REQUIRED: 
<ul>
<li>Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions.</li>
<li>Specialized training in basic principles or techniques in specific areas such as customer service, personal computers, teller/personal banking is necessary.</li>
<li>Minimum educational requirement includes a high school degree or equivalent with prior sales and customer service experience in a retail banking environment; a college degree is preferred.</li>
<li>Previous background in direct sales and a proven track record in a sales goal/ incentive environment will enhance the performance of this job.</li>
<li>Demonstrated proficiency in interpersonal communications, verbal and written, is mandatory. This position requires daily interaction with employees, clients, and vendors; concise communication, translation and interpretation of various concepts are critical.</li>
<li>A thorough knowledge of the procedures and polices related to the smooth functioning of the teller, personal banking, overdraft protection/safe deposit area and a working knowledge of the on-line computer system for information retrieval by using a CRT or teller terminal is necessary.</li>
<li>Employees should understand compliance with Federal & State laws governing teller, personal banking, and overdraft protection/safe deposit areas.</li>
<li>Attention to detail required.</li>
<li>Previous demonstrated ability to work independently with little direct supervision.</li>
<li>May required registration on the Federal Nation-wide Mortgage Licensing System (NMLS) Registry</li>
</ul>
PRIMARY RESPONSIBILITIES / EXPECTATIONS (Weighting cannot exceed 100%; Each % represents the value of the job, not time spent):
 
<ul>
<li>Job Performance Behaviors: Contributing to organization success, job effectiveness, relationships, and customer satisfaction. (Weighting Percentage: 20%)</li>
<li>As Substitute Teller this individual assist in the daily operation of the facility; maintains compliance with security policies and procedures of the bank. The employee provides service to clients by accepting deposits, verifying cash and issuing receipts for checking and savings accounts. In addition, the teller cashes checks by verifying endorsements, obtaining approvals for cash transactions, and referring clients to supervisor, manager, or officer when appropriate. This position also performs other teller duties such as accepting loan and utility payments, issuing official checks and money orders, selling traveler’s checks, processing cash advances on credit cards and redeeming savings bonds. This individual prepares individual daily settlements of teller cash and proof transactions. (Weighting Percentage: 40%)</li>
<li>As Substitute Personal Banker assists clients and branch personnel, by opening and processing various types of accounts.</li>
<li>Consults with clients regarding specific deposit account needs.</li>
<li>Quotes rates, service charges, restrictions, and other relevant information about the accounts</li>
<li>Prepares paperwork for opening new accounts.</li>
<li>Prepares forms to initiate direct deposits, wire transfers and purchase of new EE bonds.</li>
<li>Prepares necessary paperwork required for account maintenance.</li>
</ul>
Responds to client inquiries regarding account status, research problems with accounts and resolves errors whenever needed. Has a thorough understanding of all retail loans and value-added products. Will accept loan applications, communicate loan decisions, and close all consumer loan products except those secured by Real Estate.
 Customer Satisfaction reports with scores of 85% or higher is expected.
 Provides account verification on information received from various sources when properly authorized by client. Capitalizes on opportunities to cross-sell additional bank services (Trust, Investments, and Loans) and makes referrals to appropriate departments. Responds to client inquiries regarding account status, research problems with accounts and resolves errors whenever needed.
 Maintains a high degree of accuracy on all documentation, high proving percentage and low difference.
 (Weighting Percentage: 40%)
 
SECONDARY RESPONSIBILITIES: 
<ul>
<li>Other duties as assigned or deemed necessary by management to ensure a continuous workflow of daily operations.</li>
</ul>
PHYSICAL REQUIREMENTS: 
<ul>
<li>Standing (80%), lifting to 20 lbs. (5%), repetitive motion (80%), sitting (10%)</li>
</ul>
CONTACTS: 
Internal: all Bank employees
 External: clients, other financial institutions
 
We thank all applicants in advance for their interest in this position, however, only those selected for an interview will be contacted.

220 PERSONAL BANKERS - UNIVERSAL BANKER 1

Poppy Bank

<div>Description:

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today!
Summary: Senior New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR II:
The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank&rsquo;s products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Qualifications: Senior New Accounts/CSR III:<ul><li>
A minimum of three years banking teller experience is required</li><li>
Advanced experience with opening consumer accounts and complex business accounts is required</li><li>
Prior supervisory experience is preferred</li><li>
Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner</li><li>
Possesses strong knowledge of basic banking regulations such as BSA and Information Security</li><li>
Must possess excellent judgment and the ability to accept responsibility and handle confidential information</li><li>
Must be proficient in using Word, Excel, and Outlook applications and banking programs</li></ul>
Qualifications: New Accounts/CSR III:<ul><li>
A minimum of 2 years banking teller experience is required</li><li>
Experience with opening consumer accounts and basic business accounts is required</li><li>
Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner</li><li>
Possesses working knowledge of basic banking regulations such as BSA and Information Security</li><li>
Must possess excellent judgment and the ability to accept responsibility and handle confidential information</li><li>
Must be proficient in using Word, Excel, and Outlook applications and banking programs</li></ul>
Qualifications: New Accounts/CSR II:<ul><li>
A minimum of one year of banking teller experience is required</li><li>
Beginner experience with opening consumer accounts is required</li><li>
Beginner experience opening basic business accounts is preferred</li><li>
Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner</li><li>
Must possess excellent judgment and the ability to accept responsibility and handle confidential information</li><li>
Must be proficient in using Word, Excel, and Outlook applications and banking programs</li></ul>
Essential Duties: Senior New Accounts/CSR III:<ul><li>
Effectively interviews and profiles customers to recommend appropriate banking products and services</li><li>
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed</li><li>
Generates new business to assist in meeting bank profitability and branch goals</li><li>
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience</li><li>
In conjunction with the Manager, makes monthly business development calls as assigned</li><li>
Open and support consumer and business checking, savings, CDs, IRAs, and Trust &amp; Estate Accounts</li><li>
Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service</li><li>
Maintains thorough knowledge of bank products and services</li><li>
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation</li><li>
Ensures all documentation is approved and uploaded in the core system</li><li>
Processes teller transactions as needed and maintains an excellent balancing record</li><li>
Responds to client inquiries and requests regarding account</li><li>
Adheres to Banking regulations, including but not limited to Bank Secrecy Act</li><li>
As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)</li><li>
Provide expedient and courteous service to all clients both in person and on the phone</li><li>
Consistently models exemplary customer service</li><li>
Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy</li><li>
Proactively identify and retain &quot;at-risk&quot; customers</li><li>
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special</li><li>
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed</li><li>
Other duties as assigned</li></ul>
Essential Duties: New Accounts/CSR III:<ul><li>
Effectively interviews and profiles customers to recommend appropriate banking products and services</li><li>
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed</li><li>
Generates new business to assist in meeting bank profitability and branch goals</li><li>
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience</li><li>
Open and support consumer and business checking, savings, CDs, IRAs, and Trust &amp; Estate Accounts</li><li>
Maintains thorough knowledge of bank products and services</li><li>
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation</li><li>
Ensures all documentation is approved and uploaded in the core system</li><li>
Processes teller transactions as needed and maintains an excellent balancing record</li><li>
Responds to client inquiries and requests regarding account</li><li>
Adheres to Banking regulations, including but not limited to Bank Secrecy Act</li><li>
Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned</li><li>
Provide expedient and courteous service to all clients both in person and on the phone</li><li>
Consistently models exemplary customer service</li><li>
Actively listens to customers and maintains a friendly, positive, professional attitude</li><li>
Proactively identify and retain &quot;at-risk&quot; customers</li><li>
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special</li><li>
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed</li><li>
Other duties as assigned</li></ul>
Essential Duties: New Accounts/CSR II:<ul><li>
Effectively interviews and profiles customers to recommend appropriate banking products and services</li><li>
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed</li><li>
Generates new business to assist in meeting bank profitability and branch goals</li><li>
Open and support consumer and business checking, savings, CDs &amp; IRAs</li><li>
Maintains thorough knowledge of bank products and services</li><li>
Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation</li><li>
Ensures all documentation is approved and uploaded in the core system</li><li>
Processes teller transactions as needed and maintains an excellent balancing record</li><li>
Responds to client inquiries and requests regarding account</li><li>
Adheres to Banking regulations, including but not limited to Bank Secrecy Act</li><li>
Provide expedient and courteous service to all clients both in person and on the phone</li><li>
Consistently models exemplary customer service</li><li>
Actively listens to customers and maintains a friendly, positive, professional attitude</li><li>
Proactively identify and retain &quot;at-risk&quot; customers</li><li>
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special</li><li>
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed</li><li>
Other duties as assigned</li></ul>
Supervisory Responsibilities: New Accounts/CSR II &amp; New Accounts CSR III: None
Back Up Supervisory Responsibilities: Senior New Accounts/CSR III:<ul><li>
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time</li><li>
Approves large transactions for teller staff up to assigned limit</li><li>
Provides supervisor override for transactions requiring supervisor review</li><li>
Supports Branch Manager or his/her back up with various assigned duties</li><li>
Handles difficult client situations in the absence of the Branch Manager or his/her backup</li></ul>
Physical/Mental Demands &amp; Work Environment:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements:

See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review Fair Chance Ordinance.
CA Privacy Notice to Applicants/Employees</div>

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