banking sales associate

carnova

Overview Join our dynamic team as a Bilingual Sales Associate and become a vital part of delivering exceptional customer experiences! In this energetic role, you will leverage your bilingual skills to connect with diverse customers, assist them with their financial needs, and promote our wide range of retail and banking services. Your enthusiasm and proactive approach will help drive sales, foster customer loyalty, and contribute to a vibrant store environment. This paid position offers an exciting opportunity to develop your sales expertise while making a positive impact in your community.Duties<ul><li>Engage with customers in both English and [second language], providing friendly and professional assistance throughout their shopping or banking journey </li><li>Promote and explain retail products, financial services, and banking solutions tailored to customer needs </li><li>Process transactions accurately using cash handling, cashiering, and cash management techniques </li><li>Assist customers with basic math calculations for purchases, loan processing, or account inquiries </li><li>Support the store&rsquo;s sales goals by identifying opportunities for upselling and cross-selling products and services </li><li>Maintain a clean, organized sales floor and ensure product displays are appealing and well-stocked </li><li>Handle customer questions or concerns promptly, ensuring a positive experience that encourages repeat business</li></ul>Requirements<ul><li>Fluency in English and [second language], with excellent verbal communication skills in both languages </li><li>Prior experience in retail sales, banking, or financial services is highly desirable </li><li>Strong customer service skills with the ability to connect with diverse audiences </li><li>Basic math proficiency, including retail math, cash handling, and 10-key typing skills </li><li>Familiarity with financial software or point-of-sale systems is a plus </li><li>Ability to perform cashiering duties accurately and efficiently </li><li>Demonstrated ability to work in a fast-paced environment with enthusiasm and professionalism</li></ul>This role is perfect for motivated individuals eager to grow their sales career while helping customers achieve their financial goals. We value energetic team players who are committed to delivering outstanding service every day!Pay: $23.93 - $28.81 per hourWork Location: Hybrid remote in Dallas, TX 75220

Bilingual Sales Associate

QNB Group

<div>
 
 About QNB
 
 
 
 Established in 1964 as the country&rsquo;s first Qatari-owned commercial bank, QNB Group has steadily grown to become the largest bank in the Middle East and Africa (MEA) region.
 
 
 QNB Group&rsquo;s presence through its subsidiaries and associate companies extends to more than 31 countries across three continents providing a comprehensive range of advanced products and services. The total number of employees is more than 28,000 serving up to 20 million customers operating through 1,000 locations, with an ATM network of 4,300 machines.
 
 
 QNB has maintained its position as one of the highest rated regional banks from leading credit rating agencies including Standard &amp; Poor&rsquo;s (A), Moody&rsquo;s (Aa3) and Fitch (A+). The Bank has also been the recipient of many awards from leading international specialised financial publications.
 
 
 Based on the Group&rsquo;s consistent strong financial performance and its expanding international presence, QNB currently ranks as the most valuable bank brand in the Middle East and Africa, according to Brand Finance Magazine.
 
 
 QNB Group has an active community support program and sponsors various social, educational and sporting events.
 
 
 
 Job Summary
 
 
 
 The incumbent will be primarily responsible for supporting relationships with High Net Worth (HNW) customers allocated, including members of the Ruling Family and Government officials and acting as a &lsquo;one-stop solution&rsquo; for all Private Banking services including international and domestic banking and investment, fiduciary and lending services. The incumbent will liaise with the respective departments / units within the Group to ensure priority processing of customer needs/ requests.
 
 
 
 Main Responsibilities
 
 
 
 <ul>
 <li>
 Shareholder &amp; Financial:
 </li>
 <li>
 Assist the evaluation of Private Client&rsquo;s financial data and / or investment objectives based on the client&rsquo;s risk profile
 
 
 </li>
 </ul>
 and personal financial statements.
 
 
 <ul>
 <li>
 Assist in implementation of strategies to achieve all volume, revenue, and profit targets for the Private Banking (HNW)
 
 
 </li>
 </ul>
 segment.
 
 
 <ul>
 <li>
 Implements KPI&rsquo;s and best practices for Associate Private Banking Sales role.
 </li>
 <li>
 Promote cost consciousness and efficiency and enhance productivity, to minimise cost, avoid waste, and optimise
 
 
 </li>
 </ul>
 benefits for the bank.
 
 
 <ul>
 <li>
 Act within the limits of the powers delegated to the incumbent.
 </li>
 <li>
 Customer (Internal &amp; External):
 </li>
 <li>
 Responsive to the needs of the customer base and lead the customer focus initiative in the entire department.
 </li>
 <li>
 Act as point of contact for all International and domestic Private Banking services pertaining to HNW customers and
 
 
 </li>
 </ul>
 increase their portfolio of Assets and Liabilities with the bank.
 
 
 <ul>
 <li>
 Ensure customer complaints are handled / resolved in the most expeditious manner.
 </li>
 <li>
 Supports visits to HNW customers to strengthen relationships through personalized interaction.
 </li>
 <li>
 Market the Group&rsquo;s products and services to the HNW customers (includes the Ruling Family members and the
 
 
 </li>
 </ul>
 Government officials).
 
 
 <ul>
 <li>
 Assist new business development by identifying prospective clients and cross sell a wide variety of Private Banking
 
 
 </li>
 </ul>
 products and services including a comprehensive range of credit and investment services.
 
 
 <ul>
 <li>
 Build and maintain strong and effective relationship with all other related departments and units to ensure priority
 
 
 </li>
 </ul>
 processing and resolution of the needs / queries of such customers including any related operational issues and thereby
 
 
 facilitate achievement of the Group&rsquo;s goals / objectives.
 
 
 <ul>
 <li>
 To assist customers in all their queries on Bank&rsquo;s product and seek solution to their requests.
 </li>
 <li>
 Maintain activities in accordance with Service Level Agreements (SLAs) with internal departments/units to achieve
 
 
 </li>
 </ul>
 improvements in turn-around time.
 
 
 <ul>
 <li>
 Build and maintain strong/effective relationships with related departments/units to achieve the Group&rsquo;s objectives.
 </li>
 <li>
 Provide timely/accurate data to external/internal Auditors, Compliance, Financial Control and Risk when required.
 </li>
 <li>
 Internal (Processes, Products, Regulatory):
 </li>
 <li>
 Provide inputs and market feedback to the SVP Private Banking Sales for developing a credible set of products to
 
 
 </li>
 </ul>
 attract and retain valuable customers and thereby increase market share and profitability.
 
 
 <ul>
 <li>
 Maintain and expand the HNW customer base through introduction of innovative products backed by provision of
 
 
 </li>
 </ul>
 superior services.
 
 
 <ul>
 <li>
 Ensure processes are in place for launch of new products tailored for the HNW customer segment, including the smooth
 
 
 </li>
 </ul>
 launch of the same.
 
 
 <ul>
 <li>
 Ensure the approved policies and procedures governing account opening operations (deposit and loan accounts) are
 
 
 </li>
 </ul>
 adhered to with respect to the documentary and other requirements, including any pertinent legal requirements.
 
 
 <ul>
 <li>
 Provide timely and accurate information to the external and internal auditors and the Compliance function as and when
 
 
 </li>
 </ul>
 required on the HNW customer base.
 
 
 <ul>
 <li>
 Learning &amp; Knowledge:
 </li>
 <li>
 Possess sound knowledge of the private banking business, its products and related risks together with a good
 
 
 </li>
 </ul>
 knowledge of operations and control.
 
 
 <ul>
 <li>
 Proactively identify areas for professional development of self and undertake development activities.
 </li>
 <li>
 Seek out opportunities to remain current with all developments in professional field.
 </li>
 <li>
 Legal, Regulatory, and Risk Framework Responsibilities:
 </li>
 <li>
 Comply with all applicable legal, regulatory and internal compliance requirements including, but not limited to, Group
 
 
 </li>
 </ul>
 Compliance Policies and Procedures (AML &amp; CTF, Sanctions Policy, Data Protection Policy, Fraud Control Policy,
 
 
 Whistle Blowing Policy, Conflict of Interest and Insider Dealing Policy).
 
 
 <ul>
 <li>
 Understand and effectively perform your role under the Three Lines of Defence principle to identify measure, monitor,
 
 
 </li>
 </ul>
 manage and report risks.
 
 
 <ul>
 <li>
 Ensure systematic good outcomes for clients in accordance with Conduct Risk policy.
 </li>
 <li>
 Support the framework of RCSA, KRI, Incident reporting and remediation, as appropriate, in accordance with the
 
 
 </li>
 </ul>
 Operational Risk Management requirements.
 
 
 <ul>
 <li>
 Maintain appropriate knowledge to ensure full qualification to undertake the role.
 </li>
 <li>
 Complete all mandatory training provided by the Bank, attain, and maintain the required levels of competence.
 </li>
 <li>
 Attend mandatory (internal and external) seminars as instructed by the Bank.
 </li>
 <li>
 Other:
 </li>
 <li>
 Ensure high standards of data protection and confidentiality to safeguard commercially sensitive information.
 </li>
 <li>
 Maintaining utmost confidentiality concerning customer and internal bank information obtained during the course of
 
 
 </li>
 </ul>
 business and provide such information on a need to know basis only to Senior Management of QNB, Audit and
 
 
 Compliance functions, and relevant Regulators.
 
 
 <ul>
 <li>
 Maintain high professional standards to uphold QNB's reputation and to strengthen its market leadership position.
 </li>
 <li>
 All other ad hoc duties/activities related to QNB that management might request from time to time.
 
 
 </li>
 </ul>
 
 Education And Experience Requirements
 
 
 
 <ul>
 <li>
 Bachelor's degree University Graduate/ preferred with a Major in Marketing, Banking, Finance, Accounting, Economics, Business Administration
 </li>
 <li>
 Financial Lending related courses
 </li>
 <li>
 No experience required, entry level role.
 </li>
 <li>
 Excellent oral and written communication skills (including report writing) in English and Arabic.
 </li>
 <li>
 Good interpersonal and presentation skills.
 </li>
 <li>
 Understanding of the relevant laws, regulations, and practices.
 </li>
 <li>
 Ability to make decisions and follow through with initiatives.
 </li>
 <li>
 Personal integrity and self-management.
 </li>
 <li>
 Planning, organizing, and analytical ability.
 </li>
 <li>
 Results oriented.
 </li>
 <li>
 Strong analytical skills and the ability to communicate both verbally and in writing with all levels of management.
 </li>
 <li>
 Good understanding of the Private Banking (HNW) customer base, its needs and expectations.
 </li>
 <li>
 Follows a customer-centric approach.
 </li>
 <li>
 In-depth knowledge of products, services and delivery channels available to HNW customers.
 </li>
 <li>
 Self-driven individual with the ability to make decisions and follow through with initiatives.
 </li>
 <li>
 Personal integrity and self-management.
 </li>
 <li>
 Assertive.
 </li>
 <li>
 Planning, organizing and analytical ability.
 </li>
 <li>
 Results oriented.
 </li>
 <li>
 Ability to motivate and lead teams from diverse cultural backgrounds.
 
 
 </li>
 </ul>
 Note: you will be required to attach the following:
 
 
 <ul>
 <li>
 Resume/CV
 </li>
 <li>
 Copy of Passport or QID
 </li>
 <li>
 Copy of Education Certificate
 </li>
 <li>
 Birth Certificate
 </li>
 </ul>
</div>

QNB3675 - Associate Private Banking Sales (Qatarization)

First National Bank

<div><h2 class="jobSectionHeader">Primary Office Location:
</h2>4860 Carlisle Pike. Mechanicsburg, Pennsylvania. 17050.
<h2 class="jobSectionHeader">Join our team. Make a difference - for us and for your future.
</h2>Position Title: Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. 
 
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation&rsquo;s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED 
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0 
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills. 
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. 
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A 
 
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.</div>

Relationship Banker

BMO Financial Group

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>05/28/2026
Address:
228 S Main Street
Job Family Group:
Retail Banking Sales &amp; Service
Spanish speaking required
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
<ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul>Qualifications:
Spanish speaking required
<ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul>Salary :
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Associate Banker

PNC Financial Services Group

Job Profile
 
Position Overview
 At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's retail banking organization, you will be based in Suwanee, Georgia, at the Peachtree Parkway branch location.
 
PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.
 
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
 
Job Description
 Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
 Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
 Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
 Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
 Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
 
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
 Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
 Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
 
To learn more about this opportunity, please watch this video .
 
Qualifications
 
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
 
Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
 
Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
 
Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
 
Education No Degree
 
Certifications No Required Certification(s)
 
Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
 
Benefits
 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
 
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
 
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
 
Disability Accommodations Statement
 
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
 
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
 
Equal Employment Opportunity (EEO)
 
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
 
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
 
California Residents
 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Personal Banker - Peachtree Parkway

BankUnited

<div><div>SUMMARY: The primary goal of the Commercial - PB Support Associate position is to support the sales and service excellence objectives of the New York Banking Operations.</div>
<div></div><div>ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
<ul><li>Responds to telephone and e-mail service requests, inquiries or complaints from Private Banking clients. High volume of contact with sophisticated high net worth client base.</li>
<li>Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail.</li>
<li>Assists in the cross selling of bank products and services to the existing client base.</li>
<li>Pulls daily reports, including ODs, Significant Balance, and others as needed.</li>
<li>Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions.</li>
<li>Prepares sales presentations, packages, and folders for sales team.</li>
<li>Ships and receives documentation, statements, and other client correspondence.</li>
<li>Composes a variety of client letters using appropriate and professional business language and handles incoming mail.</li>
<li>Sets clients up with Internet Banking and other alternative delivery services.</li>
<li>Troubleshoots client issues as needed.</li>
<li>Prepares power-point presentations and excel spreadsheets as needed in support of managers.</li>
<li>Organizes and maintains a file system and files correspondence and other records.</li>
<li>Performs assignments with established directives involving knowledge and application of policies and procedures including STOPPED policy and Private Banking procedures. Uses independent judgment in actions taken.</li>
<li>Answers and screens telephone calls for Commercial Private Bankers and arranges conference calls if applicable.</li>
<li>Researches, compiles, stores and retrieves data for presentation of reports. May prepare statistical reports.</li>
<li>Coordinates and arranges meetings, prepares agendas reserves and prepares facilities and records and transcribes records of meetings.</li>
<li>Contributes to the team effort in order to accomplish results.</li>
<li>Analyzes facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice.</li>
<li>Upon demonstration of responsibility, attention to detail and prudence in decision-making, various levels of approval authority may be granted as needed to serve the needs of the department, including wire transfer approval authority, overdraft approval authority and others. Utilizes granted approval authority within the scope of Bank policy and procedure.</li>
<li>Assists Commercial Private Bankers and Commercial - PB Team Leader with various projects.</li>
<li>Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).</li>
<li>Adheres to Bank policies and procedures and completes required training.</li>
<li>Identifies and reports suspicious activity.</li>
</ul></div><div></div><div><div>EDUCATION</div>
<div> 
Bachelor's Degree in business related field preferred</div> 
<div>EXPERIENCE</div>
<div>(Based on level)</div>
<ul><li>Commercial Private Banking Support Associate I:
<ul><li>At least two years experience as Private Banking Assistant or equivalent experience preferred</li>
<li>Experience in bank customer service capacity, dealing with high net worth client base preferred</li>
</ul></li><li>Commercial Private Banking Support Associate II: 
<ul><li>4-6 Years experience as Private Banking Assistant or equivalent experience required
</li><li>Experience in bank customer service capacity, preferably dealing with high net worth client base required</li>
</ul></li><li>Commercial Private Banking Support Associate III:
<ul><li>7-9 Years experience as Private Banking Assistant or equivalent experience required</li>
<li>Experience in bank customer service capacity, preferably dealing with high net worth client base required</li>
</ul></li></ul><div>CERTIFICATES, LICENSES, REGISTRATIONS</div>
<div><ul><li>Literate in Microsoft Outlook, Word, Excel and PowerPoint required</li>
</ul></div><div>ADDITIONAL INFORMATION</div>
<div><ul><li>Candidates residing in locations within BankUnited's footprint may be given preference.</li>
</ul></div></div>Requirements:
<div>Candidates residing in locations within BankUnited's footprint may be given preference.</div>
 
Compensation: $66,300 - $75,000 / year
 
Additional Details : Multiple Locations: NYC or Melville, New York</div>

Commercial - Private Banking Support Associate

UMB Financial Corporation

<div>Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB&rsquo;s branches offer many opportunities to expand your financial education &amp; grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you&rsquo;ll play an important role in achieving UMB&rsquo;s business objectives, we&rsquo;re committed to helping you achieve your own goals. As a Personal Banker, you&rsquo;ll receive extensive training on UMB&rsquo;s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.<div>
How you will spend your time: 
<ul><li>Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs</li><li>Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks</li><li>Achieving your daily key performance metrics while balancing competing priorities</li><li>Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards</li><li>Other job duties as assigned</li></ul></div><div> 
We&rsquo;re excited to talk to you if: 
<ul><li>You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes</li><li>You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives</li><li>You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes</li><li>You demonstrate attention to detail whether completing documents or explaining features and benefits</li><li>You have a HS Diploma or equivalent</li><li>You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience</li><li>You have reliable transportation and ability to work branch hours, including weekends and some evenings</li><li>You have the ability to obtain NMLS registration within 90 days</li></ul></div> 
Compensation Range:
$29,530.00 - $56,950.00
The posted compensation range on this listing represents UMB&rsquo;s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more? 
You're more than a means to an end&mdash;a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.</div>

Personal Banker I

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