banking sales representative

1st Source Bank

<div><div>POSITION SUMMARY 
Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services. 
 
ESSENTIAL REQUIREMENTS</div>
<div><ul><li>Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures.</li>
<li>Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.</li>
<li>Opens personal accounts, CD&rsquo;s and cross-sells bank services.</li>
<li>Answers client inquiries and resolves less complex issues.</li>
<li>Builds client loyalty; establishes client relationships, including addressing each client by name.</li>
<li>Consistently delivers exceptional customer service to each and every client.</li>
<li>Adheres to established bank policies, procedures and guidelines.</li>
<li>Participates in retail sales programs to help meet personal and banking center goals.</li>
<li>Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.</li>
<li>Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary.</li>
<li>Assists Manager with audits, reporting and scheduling as requested.</li>
<li>Regular and predictable attendance is an essential requirement of the position.</li>
<li>Responsible for the completion of all training related to the position.
</li><li>Understands all applicable laws and regulations that apply to the position and complies with the requirements.</li>
</ul></div><div>NON-ESSENTIAL FUNCTIONS</div>
<div><ul><li>Demonstrates appropriate levels of interpersonal skills for clients and staff members.</li>
<li>Performs all other duties as assigned.</li>
</ul></div><div>EXPERIENCE/SKILLS</div>
<div><ul><li>Four (4) or more years of retail banking experience preferred.</li>
<li>Customer service and sales oriented.</li>
<li>High degree of attention to detail.</li>
<li>Good written and verbal communication skills.</li>
<li>Good PC skills &ndash; proficiency in Microsoft word and Excel essential.</li>
<li>Ability to cross-sell bank products and services.</li>
<li>Highly motivated.</li>
<li>Ability to work in a team atmosphere.</li>
<li>Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.</li>
<li>Ability to handle multiple tasks in a fast-paced environment.</li>
</ul></div><div>EDUCATION 
One (1) - three (3) years college preferred. 
 
TRAVEL REQUIREMENTS 
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc 
 
PHYSICAL DEMANDS 
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 to perform the essential functions. 
 
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. 
 
EQUIPMENT 
MS Office PC, fax, phone and standard office equipment.</div></div>

Personal Banker (Client Services Associate), Ireland Road Banking Center, South Bend, IN

Huntington Bank

<div><h1 class="jobSectionHeader">Description</h1>
Summary:
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Duties &amp; Responsibilities:<ul><li>
Providing excellent customer service and effectively resolving customer issues.</li><li>
Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.</li><li>
Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.</li><li>
Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)</li><li>
Maintaining your knowledge of all products, services, technology and policies.</li><li>
Adhering to all operational, security, risk and regulatory policies and procedures.</li><li>
Other duties as assigned.</li></ul>
Basic Qualifications:<ul><li>
High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.</li></ul>
Preferred Qualifications:<ul><li>
Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience.</li><li>
Ability to build, deepen and retain relationships.</li><li>
Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.</li><li>
Excellent verbal and written communication skills.</li><li>
Comfort with technology such as mobile services and online banking services.</li><li>
Knowledge of consumer and business deposit products.</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Financial Relationship Banker - Minerva, OH

FinHub Financing Broker

We are looking for self-motivated and result-oriented Banking Sales Executives to join our dynamic team.REQUIREMENTS:- Sales personnel preferably with banking experience within UAE (Direct sales of Personal Loans). Banking experience from home country may also be considered.- Candidate should be target-oriented/self-driven and have an excellent selling skills and strong personality.- Proven track record of successfully meeting a sales quota- Ability to work under pressure in a team as well as independently- With excellent communication and negotiation skills- Bachelor's degree or equivalate certificates- Must be available in UAE to join immediately-Can speak both Arabic and EnglishSalary + CommissionResponsibilities and Duties:- Promote Personal loans- Contact potential customers through calls, visits, or referrals- Explain product features, benefits, and requirements clearly- Assist customers with applications and collect necessary documents- Submit applications to the bank and follow up until approval- Achieve daily and monthly sales targets- Provide good customer service and support- Maintain accurate records and follow company policiesJob Type: Full-timeEducation:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>BANKING (Personal Loan/Credit Cards): 2 years (Preferred)</li></ul>Language:<ul><li>both English and Arabic (Required)</li></ul>*Islamic BankJob Type: Full-timePay: AED3,000.00 - AED6,000.00 per monthEducation:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>BANKING (Personal Loan/Credit Cards): 1 year (Preferred)</li></ul>Language:<ul><li>both English and Arabic (Required)</li></ul>Work Location: In person

Sales Representative - Arabic speakers

Early Approve Commercial Broker

Job Description:We are seeking a dynamic and goal-driven Relationship Officer to promote and sell the company&rsquo;s banking products to potential customers. The ideal candidate will possess strong communication skills, a customer-centric mindset, and the ability to meet monthly sales targets in a competitive market.Key Responsibilities:<ul><li>Promote and sell banking products to prospective clients through field visits, referrals, and outbound calls.</li><li>Build and maintain strong, long-term customer relationships to enhance product reach and customer loyalty.</li><li>Handle customer inquiries effectively, provide clear product explanations, and assist with documentation and application processing.</li><li>Maintain a robust sales pipeline, prepare daily sales activity reports, and collaborate with team leaders to achieve individual and team targets.</li><li>Demonstrate proactive attitude, persuasive selling techniques, and exceptional customer service at all times.</li><li>Stay updated on product features, promotions, and competitor offerings to position products effectively.</li></ul>Qualifications &amp; Skills:<ul><li>Any Bachelor&rsquo;s Degree.</li><li>Fluent in English (additional languages are an advantage).</li><li>Strong communication, negotiation, and customer-handling skills.</li><li>Freshers with a passion for sales are welcome to apply.</li></ul>Job Types: Full-time, PermanentPay: AED3,000.00 - AED5,000.00 per monthWork Location: In person

Relationship Officer

Financial Relationship Banker-(Muskegon, MI)

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

Valley Bank

<div><div>Responsibilities include but are not limited to:</div>
<ul><li>Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs.</li>
<li>Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met.</li>
<li>Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's).</li>
<li>Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships.</li>
<li>Actively collaborates with other lines of business to ensure the clients specific needs are met.</li>
<li>Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls.</li>
<li>Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line.</li>
<li>Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.</li>
<li>Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties.</li>
<li>Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit.</li>
<li>Monitor outstanding loans and take necessary collection actions on past dues.</li>
<li>Educates the borrower on business line process, structure, and set expectations.</li>
<li>Analyzes, determines eligibility, originates, and structures loan requests.</li>
<li>Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed.</li>
<li>Recommends approval of customer applications for commercial loans.</li>
</ul><div></div>Requirements:
<div>Required Skills:</div>
<div><ul><li>Excellent interpersonal skills and written and verbal communication skills.</li>
<li>Ability to calculate figures and amounts such as discounts, interest and percentages.</li>
<li>Ability to work independently, manage multiple projects and meet deadlines.</li>
<li>Ability to prioritize and organize assignments while working on multiple projects simultaneously.</li>
<li>Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force.</li>
</ul><div>Required Experience:</div>
<ul><li>High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience.</li>
<li>Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.</li>
</ul>
</div> 
Additional Details : At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice-building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth-with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you-working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well. The Business Banker I will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk. 
 
Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to &quot;Pay Transparency Law&quot;; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.</div>

Comm'l Business Banker

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