banking officer

Ocean Bank

<div>Overview:
<div>
The <b>Personal Banking Officer</b> (Coral Way Branch) is responsible for delivering personalized service and support across all aspects of customer engagement, relationship management, and account maintenance within the branch.
</div>Responsibilities:
<div>
This role assists in managing client relationships and supports a variety of banking functions, including customer transactions, loan processing, credit analysis, overdraft and returned item handling, and general administrative tasks. The Personal Banking Officer must ensure full compliance with all applicable Customer Identification Program (CIP) and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) regulatory requirements.</div>
Qualifications:
<ul><li><div><b>
Education/Experience:</b></div><div><b>
Requirements</b></div><br>
<div></div><ul><li>
Associate&rsquo;s degree in Business (Finance or Accounting).</li><li>
4+ years of banking experience required, directly related to servicing customers in retail banking branch operations.</li></ul><div><i>
Combination of education and experience will be considered.</i></div><div><b><br>
</b></div><div><b>Skills &amp; Competencies</b></div><ul><li>
Ability to understand and implement job related policies and procedures.
</li><li>Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
</li><li>Ability to handle financial transactions, fraud detection, and customer dispute resolution.</li><li>
Experience working in a team (sales and service), and high-quality service advocacy.
</li><li>Knowledge of the completion of KYC.
</li><li>Comprehension of banking laws and applicable compliance regulations.
</li><li>Must possess excellent verbal and written communication skills, interpersonal and organizational skills.</li><li>
Proficiency in MS Office Software, (Excel, Word, Outlook, Power Point, and Teams).</li></ul><div></div><div><b><br>
Preferences</b></div><ul><li>
Bachelor&rsquo;s Degree in Business Administration (Business, Finance preferred) with two (2) years of banking experience, directly related to servicing customers in retail banking branch operations.</li></ul><div><br>
</div><div><b>Licenses/Certifications</b></div><ul><li>
None</li></ul></li></ul>
Job Posting Locations: In this role you can work onsite from Miami, Florida, United States</div>

Personal Banking Officer

Equity Bank

<div><div><div><div><b>Position: Private Banking Officer</b></div>
<div><b>Department: Trust &amp; Wealth Management</b></div>
<div><b>Location: Tulsa, OK (On-Site)</b></div>
<div><b>Job Type: Full-Time/Salary</b></div>
<div></div><div><i>Jump start your career at </i><b><i>Equity Bank</i></b><i>! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At </i><b><i>Equity Bank</i></b><i> we&rsquo;ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.</i></div>
<div></div><div><b>Summary:</b></div>
<div>Seeking a Private Banking Officer in either Tulsa or Oklahoma City markets to expand our Private Banking presence across our metro markets. The ideal candidate will have working knowledge of Equity Bank&rsquo;s current environment with an entrepreneurial spirit to build and broaden a growing division. Prior experience in Private Banking is a plus but not required. Must be comfortable in various environments talking with business executives and High Net Worth families.</div>
<div></div><div><b>Responsibilities and Expectations</b></div>
<div></div><div><b>Key Responsibilities</b></div>
<div>Private Banking</div>
<ul><li>Drive new sales opportunities by identifying client financial needs through consultative sales and relationship reviews</li>
<li>Resolve internal and external client issues</li>
<li>Contribute to the bank&rsquo;s profitability and growth by achieving goals for fee income, new deposits and growth while maintaining expenses</li>
<li>Participate in outside business development opportunities and networking events</li>
</ul><div>Product Knowledge</div>
<ul><li>Stay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantages</li>
<li>Develop knowledge of all lines of business to better identify solutions for client, thus creating opportunities for product partners</li>
<li>Understanding of credit risk, operational risk, and risk associated with various products and how the risk relates to both clients and the bank</li>
</ul><div>Product Development</div>
<ul><li>Collaborate with Retail, Credit, and Wealth Management regarding product features/benefits and enhancements necessary to remain competitive in targeted customer and geographic markets</li>
</ul><div>Marketing/Sales</div>
<ul><li>Develop and implement sales strategies for new and existing high-net worth clients</li>
<li>Proactively call on existing and new clients to introduce new product and service initiatives</li>
<li>Create and execute marketing ideas/events to develop and deepen client/prospect relationships</li>
</ul><div>Reporting/Metrics</div>
<ul><li>Enter Activities, Appointments, etc. into the Client Retention Module (CRM) to ensure a consistent and complete client experience</li>
<li>Maintain a current sales pipeline</li>
</ul><div><b>Required Skills &amp; Education</b></div>
<div></div><div><b>Requirements</b></div>
<ul><li>Private Bank/Retail Banking experience</li>
<li>Bachelor&rsquo;s degree (preferred) in Business, Finance or related field</li>
<li>Sales or Marketing experience</li>
</ul><ul><li>Interpersonal skills commensurate with conducting external client presentations</li>
<li>Excellent presentation, verbal, and written skills</li>
<li>Ability to work independently, self-starter</li>
<li>Some Travel between bank and client location is required</li>
<li>Time management skills, ability to effectively manage internal/external requests, opportunities and concerns in a timely manner</li>
<li>Proficiency in using Microsoft products; Word, Excel and PowerPoint</li>
</ul><div><b>Who We Are</b></div>
<div>Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.</div>
<div></div><div>At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We&rsquo;re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.</div>
<div></div><div>Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.</div>
<div></div><div><b>What&rsquo;s in it for you?</b></div>
<div>We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.</div>
<div></div><div><b>Benefits Available:</b></div>
<ul><li>Health, Dental &amp; Vision Insurance</li>
<li>Group Life &amp; Long-Term Disability Insurance</li>
<li>Flexible Spending &amp; Health Savings Accounts</li>
<li>Group Cancer Insurance</li>
<li>401(K) Retirement Plan w/Company Match</li>
<li>Generous Vacation &amp; Sick Time</li>
<li>Employee Stock Purchase Plan (ESPP)</li>
<li>Pet Insurance</li>
<li>Retail Banking Benefits</li>
</ul><div><b>Find your future at Equity Bank!</b></div>
<div><i>The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.</i></div>
<div></div><div><b>Physical Requirements</b></div>
<div><i>This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.</i></div>
<div></div><div><b>Work Environment</b></div>
<div><i>This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.</i></div>
<div></div><div><b><i>Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant&rsquo;s 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.</i></b></div></div></div></div><div></div>

Private Banking Officer

FSC Integrated Services (Pvt) Ltd.

<p><b>FSC Integrated Services (Pvt.) Ltd.</b> is looking for applications from dedicated and motivated individuals for one of the Leading Bank of Pakistan.</p><p><b>Location: I.I Chundrigarh Road Karachi</b></p><p><b>Qualification:</b> Bachelors&rsquo; Degree Holder <b>(Must have Official Transcript or Degree)</b></p><p><b>Experience:</b> 0-1 Year of experience</p><p><b>Age Limit:</b> 32 years</p><p><b>Job Type:</b> Rotating</p><p><b>Gender:</b> Male/Female</p><p><b>Key Responsibilities:</b></p><p>Engage with customers over the phone to assist them with a wide range of banking inquiries and transactions. Provide prompt, courteous, and accurate responses to customer questions, concerns, and requests.</p><p>Job Type: Full-time</p><p>Pay: Rs42,000.00 - Rs45,000.00 per month</p><p>Work Location: In person</p>

Phone Banking Officer

<p><b>FSC Integrated Services (Pvt.) Ltd.</b> is looking for applications from dedicated and motivated individuals for one of the Leading Bank of Pakistan.</p><p><b>Location: Lahore Saddar Cantt</b></p><p><b>Qualification:</b> Bachelors&rsquo; Degree Holder <b>(Must have Official Transcript or Degree)</b></p><p><b>Experience:</b> 0-1 Year of experience</p><p><b>Age Limit:</b> 32 years</p><p><b>Job Type:</b> Rotating</p><p><b>Gender:</b> Male/Female</p><p><b>Key Responsibilities:</b></p><p>Engage with customers over the phone to assist them with a wide range of banking inquiries and transactions. Provide prompt, courteous, and accurate responses to customer questions, concerns, and requests.</p><p>Job Type: Full-time</p><p>Pay: Rs42,000.00 - Rs45,000.00 per month</p><p>Work Location: In person</p>

Bankers Trust

<div><div><div><div><div><div><div>There are important qualities you look for in an employer &ndash; meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we&rsquo;re proud of the premier workplace we&rsquo;ve created. We regularly receive best in class results through our biennial employee engagement survey. We&rsquo;re also proud to receive recognition from others, including our designation as a &ldquo;Best Place for Working Parents&reg;,&rdquo; being a four-time recipient of the Greater Des Moines Partnership&rsquo;s Inclusion Award, and being named one of the &ldquo;Best Businesses Supporting Local Charity&rdquo; by readers of the Business Record.<br>
</div><div></div><br>
<div><b>Job Summary:
</b></div><div>The primary purpose of this position is to develop and maintain banking, lending and wealth management relationships with affluent individuals and professional corporations by providing or referring commercial, consumer, mortgage, investment and trust products and services. The primary functions for a Private Banking Officer I are: Business Development/Growth, Individual Portfolio Management, Generating Fee Revenue through deposits, loans and accumulation of Assets under Management; and Quality Service (both Internal and external). The position must keep in compliance with applicable laws, regulations and bank policies. The general customer base and portfolio size are up to 150 customer households.<br>
</div><div></div><br>
<div><b>Primary Functions and/or Responsibilities:
</b></div><ul><li>Makes sales calls on current and prospective clients, specializing in specific industries to cater to a higher net worth client base. Analyzes each client's needs and develops creative solutions for all of their financial needs. This includes cross selling other banking services, such as Investment Management and Trust services.
</li><li>Originates specialty loan products and establishes appropriate risk assessment for loan portfolio. Evaluates loan requests and seeks required approvals, if required. Determines pricing methodology for new loan requests to ensure adequate portfolio yield.
</li><li>Ensures that all presented and approved loans are closed in a manner consistent with loan policies and prudent lending. Ensures that the majority of borrowing clients maintain a deposit relationship. Ensures all deposit accounts are opened in a manner that meets all policies and obtains all the proper documentation and signatures for the accounts.
</li><li>Periodically reviews individual portfolios to determine if clients meet Private Banking criteria and if not, transfers them to appropriate area of the bank.
</li><li>Networks with other calling officers for referrals. Develops relationships with professional advisors, such as attorneys and accountants, for referrals.
</li><li>Maintains minimal levels of past due and classified loans and documentation exceptions.
</li><li>Remains current on changes to relevant federal/state laws
</li><li>Performs other duties as assigned
</li></ul><div><b>Education and/or Experience:
</b></div><ul><li>Private Banking Officer I
<ul><li>Four-year B.A. or B.S. degree in Business, Accounting, Finance or related field preferred
</li><li>One to three years of experience in the financial industry
</li></ul></li><li>Private Banking Officer II
<ul><li>Four-year B.A. or B.S. degree in Business, Accounting, Finance or related field preferred
</li><li>Three to five years of experience in the financial industry required
</li></ul></li></ul><div><b>Specific Skills, Knowledge &amp; Abilities:
</b></div><ul><li>Knowledge of banking products, especially lending, cash management, consumer and investment products
</li><li>Knowledge of banking regulations with particular focus on credit structure issues and non-deposit retail investment rules
</li><li>Financial statement analysis skills
</li><li>Familiarity with basic estate &amp; financial planning concepts
</li><li>Working knowledge of investment products and familiarity with wealth management services and strategies
</li><li>Basic Sales/Business Development techniques and practices
</li><li>Ability to interact effectively with professionals, executives, and other affluent individuals
</li><li>Ability to interact effectively with all bank divisions in delivery of services to clients and in sales process for prospective clients
</li><li>Willingness to participate and take leadership role in various community activities and programs
</li><li>Understanding and ability to utilize all applicable computer systems/programs and bank processes to execute required administrative tasks for own book of business
</li><li>Adequate knowledge of bank operations sufficient to provide satisfactory solutions to service requests from clients
</li></ul><div><b>Hiring Salary Range
</b></div><div>The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate&rsquo;s prior related experience &amp; education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: PBO I $76,000 - $91,000 base, PBO II $88,000 - $104,500 base.<br>
</div><div></div><br>
<div><b>Benefits
</b></div><ul><li>Group Health, Dental, and Vision Insurance
</li><li>Generous Paid Time Off (PTO)
</li><li>Volunteer Time Off (VTO)
</li><li>401(k) plan with lucrative company match
</li><li>Tuition assistance
</li><li>Company Paid Life Insurance
</li><li>Paid Parental Leave
</li><li>Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
</li><li>Team Member Banking - a suite of products and services with special benefits for employees
</li></ul><div><b>Hybrid Eligibility: </b>Position may be eligible for a hybrid work schedule (requiring some days in the office each week).<br>
</div><div></div><br>
<div><b>EQUAL OPPORTUNITY EMPLOYER
</b></div><div><b>&ldquo;PROTECTED VETERANS&rdquo; AND &ldquo;INDIVIDUAL WITH DISABILITY&rdquo;</b></div></div></div></div></div></div></div>

Private Banking Officer I or II - Cedar Rapids

Emirates Islamic

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 The objective is to have well-trained dedicated resources in select branches at key Business Banking target markets across UAE, to handle the walk-in customer&rsquo;s requirements. This would help in better servicing the SME customers once we acquire them. Similarly, it will also help us acquire new to bank SME customers from the branch walk-in
 <br/>
 <br/>
 In addition, these resources can help us centrally drive any crucial customer and/or process related projects. Further, their distributed presence will also help us in capturing the market feedback better and we do not have to rely on sales frontline alone for this. Although the core role will be account opening and account servicing, having a dedicated resource at the branch also will help us in generating references or leads for cross-sell.
 <br/>
 <br/>
 <ul>
  <li>
   Open accounts sourced by ROs or walk-in customers &amp; coordinate with various departments for approvals
  </li>
  <li>
   Ensure correctness and completion of the documents collected and the data captured for each application
  </li>
  <li>
   Ensure the account opening activity is completed as per the set SLA to maintain out TAT commitment
  </li>
  <li>
   Providing day-to-day account servicing to SME customers walking in to the branch, including requests for SMS banking, online banking - SmartBUSINESS/ BankNet, authorized caller, change of signature, withdrawal/addition of customer, etc.
  </li>
  <li>
   Implementing any customer or process related projects driven by the central team at the branch level
  </li>
  <li>
   Identify potential leads for cross-selling / up-selling of products and servicing during the day-to-day interactions with the customers
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What we offer you:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Competitive salary package
  </li>
  <li>
   Strong emphasis on work-life balance and wellbeing across the bank
  </li>
  <li>
   World-class Learning &amp; Development platform and career development
  </li>
  <li>
   Generous annual leave entitlement and Private Healthcare
  </li>
  <li>
   Preferential banking facilities for employees
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Us
  <br/>
  <br/>
 </strong>
 EIB
 <br/>
 <br/>
 Emirates Islamic was launched in 2004 to deliver the highest standards of banking services in line with Shari'a principles.
 <br/>
 <br/>
 As one of the leading Islamic banks in the UAE, Emirates Islamic offers exciting career opportunities for highly motivated professionals and graduates. At Emirates Islamic, we believe that our Employees are our biggest asset and we continuously invest in Talent Management &amp; Training and Development programmes to help them excel professionally and achieve success in their chosen career.
 <br/>
 <br/>
 Emiratization is a key strategic objective at Emirates Islamic. We provide training to talented, young Emaratis under dedicated programmes that shape their ambition, passion &amp; commitment and guide them to become the future leaders of the organization as well as the overall financial sector.
 <br/>
 <br/>
 We are driven by our values of Innovation, Customer Service, Ambition &amp; Ownership and are always looking for talent to add to our diverse work environment comprising of over 60 nationalities.
</div>


Business Banking officer (UAE National Only)

Bank Of The Orient

<p><b>Chief Operating Officer</b></p><p>Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and the Sugar Land, Texas area. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do.</p><p>We have an opening for a Chief Operating Officer and the position is responsible for assisting the President with the strategic planning and directing of the Bank activities, short and long term profitability and planned growth. Represents the bank to regulatory agencies, other financial organizations, and trade associations. Plans and directs cost effective solutions to business issues, implements service strategies to support business needs, while ensuring that established policies and procedures are followed, quality of service to customers is provided, and profitability of business is maintained.</p><p>Primarily responsible for the following areas of the Bank:</p><ul><li>Domestic Retail Branch Banking Network, including day-to-day branch operations and staff requisition and development</li><li>Centralized Operations, including data processing, item processing, bookkeeping, customer service, call center, payments, wires, and research</li><li>Marketing the Bank's products and Business Development</li><li>eBanking Product and Services &ndash; including Online Banking, Mobile Banking, ACH, Cash Management, Merchant Remote Deposit</li><li>Establish Fintech relationships.</li><li>Oversight of foreign branch.</li><li>Bank wide Facilities</li></ul><p>ESSENTIAL DUTIES:</p><p>1. Demonstrates quality customer service principles with internal and external customers.</p><p>2. Develops and implements programs that will assist in meeting short- and long-term goals, objectives and priorities for branch operations.</p><p>3. Oversees all aspects of the Bank's business banking systems, and conducts periodic reviews of existing systems and procedures to ensure quality customer service, maximum operating efficiency, effectiveness and economy.</p><p>4. Evaluates, plans and directs cost effective solutions to Bank's service strategies to support business needs. Researches, reviews, develops and recommends systems and procedural changes to enhance service to customers and increase efficiency.</p><p>5. Serves as a member of the Bank&rsquo;s senior management team and participates significantly in developing overall policies, programs, objectives and goals. Attends Bank&rsquo;s Board of Directors meetings.</p><p>6. Attends internal committee meetings regularly to ensure bank wide strategies are communicated and executed in a effective manner.</p><p>7. Develop and implement the Bank's product promotions and Business Development strategies.</p><p>8. Coaches and develops direct reports, and evaluates productivity levels and performance standards.</p><p>9. Maintains current knowledge of and complies with applicable banking laws, regulations, internal policies and procedures. Creates an environment in which managers are held accountable for the same.</p><p>10. Conduct monthly meeting with all Branch Managers.</p><p>REQUIREMENTS:</p><p>1. Requires Bachelors degree in Business or related field.</p><p>2. Minimum 10 years increasingly responsible experience in branch administration, central processing.</p><p>3. Minimum 10 years previous management experience in a financial institution.</p><p>4. Ability to relate to and communicate effectively with the President, professionals leaders, press, and all levels of Bank associates to promote Bank&rsquo;s growth and profitability.</p><p>5. Ability to use knowledge, experience, discretion and independent judgment in solving problems and in making sound decisions.</p><p>6. Proficient understanding of domestic and international banking.</p><p>7. Requires a wide degree of creativity and latitude.</p><p>8. Ability to successfully manage broad functions of a bank.</p><p>9. Ability to effectively lead, manage, develop and direct.</p><p>10. Excellent written communication skills, and the ability to clearly and concisely express analytical conclusions and recommended actions with tact and diplomacy.</p><p>Bilingual in Chinese is a plus</p><p>The candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law.</p><p>Email resume to: Career@bankorient.com</p><p>Visit our website at: www.bankorient.com for additional information.</p><p>Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.</p><p>Job Type: Full-time</p><p>Pay: $180,000.00 - $220,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Chief Operating Officer in Banking

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6024 banking officer jobs Near Me

Personal Banking Officer

Private Banking Officer

Phone Banking Officer

Phone Banking Officer

Private Banking Officer I or II - Cedar Rapids

Business Banking officer (UAE National Only)

Chief Operating Officer in Banking