client service banker

Amegy Bank

At Amegy Bank, people and culture are at the heart of everything we do. “Everyone counts” isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank—Here, you grow.
 
We are seeking an experienced, highly motivated, and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) at our Porter Banking Center in Porter, TX . In this role, you’ll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance.
 
This position offers excellent opportunities for career growth in the banking industry while playing a vital role in delivering outstanding customer experiences. If you’re passionate about serving your community, working collaboratively with a supportive team, and helping clients achieve their financial goals, we’d love to hear from you!
 
Key Responsibilities: 
Deliver comprehensive banking solutions to new and existing clients in the branch/banking center, with a strong emphasis on sales and exceptional service.
 
Accurately and promptly process cash transactions within authorized limits, while performing additional customer service responsibilities in the branch/banking center.
 
Open and maintain accounts, issue and activate ATM cards, originate and close consumer loans, and address client service inquiries.
 
Execute the sales discovery process and manage client relationships to identify needs and deliver tailored financial solutions.
 
Conduct financial needs assessments and recommend appropriate banking products and services.
 
Identify opportunities to refer clients to additional bank products and services, including commercial lending, and ensure timely follow-up.
 
Initiate and manage sales calls to prospective and current clients, promoting banking solutions and fostering long-term relationships.
 
Support retail initiatives by identifying and capitalizing on business opportunities that impact revenue growth and risk management.
 
Resolve client concerns promptly through direct action or by referring them to the appropriate branch/banking center or resources.
 
Ensure all activities are performed in strict compliance with applicable laws, regulations, and bank policies and procedures.
 
Follow all bank security protocols while safeguarding the confidentiality of client information and bank records.
 
Meet daily with the Branch Service Manager and Branch Manager to review progress toward individual and branch/banking center performance goals.
 
Perform additional responsibilities as assigned to support branch/banking center operations and client service.
 
Required Qualifications: 
High school diploma or equivalent required.
 
Minimum of 2 years of banking experience required , preferably in a universal banker, personal banker, or comparable retail banking role.
 
Experience in teller operations and new account services is highly preferred.
 
Experience in relationship-driven sales and familiarity with consumer lending application processes is strongly preferred.
 
Excellent communication and interpersonal skills with the ability to build strong client relationships.
 
Knowledge of a wide range of banking products and services, including deposit accounts, loans, credit cards, and investment solutions.
 
Strong sales skills with experience identifying opportunities, achieving targets, and cross-selling banking products and services to meet client needs.
 
Strong problem-solving skills with the ability to identify client needs, respond to inquiries, and resolve issues efficiently.
 
Strong negotiation skills with the ability to influence and guide clients toward appropriate banking solutions.
 
Strong attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment.
 
Proficient in basic mathematics and computer applications, with hands-on experience using banking software and systems.
 
Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act.
 
Work Schedule: 
Monday–Friday, 8:30 AM – 5:15 PM
 
Saturday, 8:45 AM – 1:15 PM
 
This is a full-time role (40 hours per week). A flexible schedule within the hours listed is required.
 
Employee Benefits: 
At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth.
 
Medical, Dental, and Vision Insurance – effective your first day
 
Mental Health Support, including coaching and therapy
 
Life and disability insurance
 
Paid Parental Leave and Adoption Assistance
 
Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Dependent Care Accounts
 
401(k) with company match and profit sharing
 
Paid training, Paid Time Off (PTO), and 11 Paid Federal Holidays
 
Tuition reimbursement
 
Employee Ambassador preferred banking products
 
Competitive compensation based on experience
 
Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

Branch Relationship Banker (Personal Banker) - Porter, TX

The Federal Savings Bank

<div>Description:

The Federal Savings Bank, a national bank and 5-time &ldquo;50 Best Mortgage Companies to Work For&rdquo; winner, seeks an organized, outgoing, optimistic, and overall outstanding Assistant Mortgage Banker who is fully fluent in English and Spanish. As an Assistant Mortgage Banker you will be an frontline member of one of the busiest teams in our Retail Mortgage division.
Qualified applicants who do not live a commutable distance from one of our offices will be considered and are encouraged to apply.
Los solicitantes deben ser amables, organizados, orientados a los detalles, y diligentes para cumplir con los objetivos en constante cambio.*<ul><li>If you had to Google Translate that last sentence, this particular role is not for you. Please look at the other open positions our company is featuring.</li></ul>
Duties &amp; Responsibilities:<ul><li>
Assist the Mortgage Banker, serving as primary liaison among customers, internal operations support, realtors, and title companies</li><li>
Help manage Mortgage Banker pipeline while working with Processing, Underwriting, and Closing teams to ensure loans get closed in a timely manner</li><li>
Structure loans in Encompass loan origination system</li><li>
Review loan guidelines and analyze borrower qualifications</li><li>
Prepare mortgage applications and disclosures for signing</li><li>
Consistently exceed borrower and Realtor/Builder expectations, always giving &quot;Wow!&quot; service</li><li>
Marketing tasks to include maximizing the Mortgage Banker&rsquo;s CRM and past client business</li><li>
Help organize events for the Bankers such as realtor luncheons</li></ul>
What We Offer:<ul><li>
Base Salary plus monthly bonus</li><li>
Generous paid time off plus sick time</li><li>
Health, Dental, and Vision insurance plans</li><li>
HSA and FSA insurance plans available</li><li>
Complimentary Employee Assistant Program (EAP)</li><li>
Paid time off that increases with length of employment</li><li>
Company paid life insurance</li><li>
401k with partial company matching</li><li>
Monthly Employee Appreciation events</li><li>
Big bank resources with small bank feel</li></ul>
Requirements:

Skills/Qualifications<ul><li>
High school diploma or equivalent required; Bachelor's degree preferred;</li><li>
Fluency in Spanish, both spoken and written required</li><li>
1+ years of experience as Mortgage Loan Officer Assistant or Processor</li><li>
Proficiency with Microsoft Office products (Excel, Word, Outlook, and PowerPoint)</li><li>
Demonstrable ability to meet standards of professional communication</li><li>
Creative and proactive thinker</li><li>
Collaborative team spirit, positive attitude</li><li>
Superior time-management and organizational skills</li></ul>
The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.</div>

Mortgage Loan Assistant - Bilingual (English/Spanish) - Remote Eligible

Vectra Bank

At Vectra Bank, we’re proud to serve the Rocky Mountain region with the strength of a large financial institution and the personal touch of a community bank. Recognized as a Top Workplace, we combine deep resources with attentive, relationship‑driven service to support families, businesses, and the communities we call home.
 
We’re committed to creating a great place to build a career, welcoming employees whose talent, drive, and diverse perspectives help us deliver custom financial solutions. With day‑one benefits, ample growth opportunities, and a culture centered on listening, collaboration, and care, Vectra Bank is a place to grow, thrive, and make a meaningful impact. We believe we are Big enough to count and small enough to care.
 
With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, we are dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless – come for a job, stay for a career.
 
We are looking for a seasoned Branch Relationship Banker to provide top notch customer service to our clients and customers at our Speer Blvd. branch in Denver, CO . If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
 
Looking for candidates that are available Monday thru Friday
 
Essential Functions: 
Performs full service banking services to new and existing customers within the branch, with a primary focus on sales and service.
 
Duties may include new accounts, consumer loans, and performing client services issues.
 
Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
 
Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
 
Follows up with clients as needed.
 
May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
 
Responsible to resolve customer service issues.
 
Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
 
May be responsible for processing cash transactions and other customer service duties within the branch.
 
Other duties as assigned.
 
Qualifications: 
High School diploma or equivalent and 4+ years experience as a universal banker/personal banker or similar retail banking role. An equivalent combination of education and experience may meet qualifications.
 
Previous experience in a financial sales representative oriented role preferred.
 
Advanced knowledge of mathematical calculations and standard banking products, services and transactions.
 
Advanced knowledge of all retail products and services. Working knowledge of consumer lending applications.
 
Excellent customer service, interpersonal and communication skills, both verbal and written.
 
Effective selling, cross-selling and referral skills. Strong mathematical, problem-solving and negotiation skills.
 
Ability to analyze customer credit data and other related financial information.
 
Advanced interpersonal & relationship building skills.
 
Strong attention to detail and time management.
 
Proficient in basic computer skills.
 
Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products
 
This position is eligible to earn a base salary in the range of $27.50 – $30.00 hourly depending on job-related factors such as level of experience and location.

Branch Relationship Banker - Denver, CO

Coldwell Banker UAE | Mega Homes Real Estate Brokers LLC

<div>
 
 Join Coldwell Banker UAE &ndash; Elevate Your Real Estate Career with a Global Industry Leader!
 
 
 
 
 
 For over 119 years, Coldwell Banker has been empowering real estate professionals around the world &mdash; and now, it&rsquo;s your turn to be part of that legacy right here in the UAE.
 
 
 
 
 
 With three thriving offices nationwide, we&rsquo;re on the lookout for ambitious, driven, and passionate Real Estate Agents specializing in Off-Plan, Secondary, and Commercial markets to join our growing team.
 
 
 
 
 
 At Coldwell Banker UAE, you&rsquo;ll find more than a job &mdash; you&rsquo;ll discover a career platform built on global expertise, local success, and world-class training. Whether you&rsquo;re an experienced agent or a motivated newcomer, we&rsquo;ll equip you with everything you need to succeed in Dubai&rsquo;s competitive real estate market.
 
 
 
 
 
 What We Offer You:
 
 
 
 
 
 Labor Card &ndash; we take care of the essentials so you can focus on closing deals.
 
 
 
 
 
 Basic Health Insurance &ndash; because your well-being matters.
 
 
 
 
 
 Professional Marketing Support &ndash; premium tools, branding, photography, and digital campaigns to showcase your listings.
 
 
 
 
 
 In-House Training &amp; Mentorship &ndash; learn directly from Dubai&rsquo;s most successful real estate experts.
 
 
 
 
 
 Access to Coldwell Banker University Courses &ndash; internationally recognized programs to sharpen your skills.
 
 
 
 
 
 Global Brand Advantage &ndash; leverage 119+ years of global trust, reputation, and results.
 
 
 
 
 
 With offices across the UAE, you&rsquo;ll enjoy a strong local presence backed by international recognition &mdash; a winning combination that accelerates your growth and earning potential.
 
 
 
 
 
 Who We&rsquo;re Looking For:
 
 
 
 
 
 We&rsquo;re searching for motivated and enthusiastic individuals who want to build a lasting career in real estate and thrive in a fast-paced, rewarding environment.
 
 
 
 
 
 You&rsquo;re the right fit if you:
 
 
 
 
 <ul>
 <li>
 Have strong communication and negotiation skills
 </li>
 <li>
 Are ambitious, self-motivated, and target-driven
 </li>
 <li>
 Are passionate about real estate and delivering exceptional client experiences
 </li>
 <li>
 Possess a valid UAE Driving License and have your own car (mandatory)
 </li>
 <li>
 Are fluent in English &mdash; and if you speak additional languages, that&rsquo;s a big plus!
 </li>
 <li>
 Have a positive attitude and the drive to grow with a global brand
 </li>
 <li>
 FRESHERS ARE WELCOME
 </li>
 </ul>
 
 
 
 
 Why Coldwell Banker UAE?
 
 
 
 
 
 At Coldwell Banker, we don&rsquo;t just help you sell properties &mdash; we help you build your personal brand, your skills, and your future. With continuous support, powerful marketing tools, and a global reputation, you&rsquo;ll be positioned for long-term success from day one.
 
 
 
 
 
 If you&rsquo;re ready to take your real estate career to new heights with one of the world&rsquo;s most trusted and established real estate brands, we&rsquo;d love to meet you.
 
 
 
 
 
 Drop me your CV aswell on m.kashif@cbemirates.ae
 
</div>

Real Estate Consultant

WesBanco Bank, Inc.

<div>SUMMARY:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.

ESSENTIAL FUNCTIONS:

Excellent Customer Service

Business development (inside and outside)

Relationship building

Cross-selling of Bank's products and services

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Personally models the standards of the Bank's Mission, Vision, and Pledge.

Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.

Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.

Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.

Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.

Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals.

Sets priorities and follows through on the implementation of the defined sales and service activities.

Promotes company products and services in the community to assist in the continuing growth of the Bank.

Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.

Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.

Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.

Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.

Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.

Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.

Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.

Other duties may be assigned.

OTHER SKILLS AND REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.

Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.

Strong consumer lending skills are preferred with a solid understanding of consumer lending products.

Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.

Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Sound mathematical and analytical skills preferred.

Must have excellent organizational skills and the ability to multi-task and to be flexible.

Ability to lift and carry up to 25 lbs.

Must be available to work all hours of operations.
Requirements:
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.</div>

Personal Banker - Ohio Valley Plaza

Barclays

<div><div>Date live: 05/08/2026
 Business Area: International Corporate Banking
 Area of Expertise: Relationship Management
 Contract: Temp/Contractor Payroll (Fixed Term)
 Reference Code: JR-0000107845</div></div>
 <div>Barclays | Associate Banker (FIG) | Dubai - 6m FTC
 
 
Join us as an Associate Banker within the Financial Institutions Group (FIG) in our Dubai office. 
 
As an Associate Banker, you will support the coverage and development of relationships with a portfolio of Financial Institutions clients across the region. Working closely with Relationship Directors, you will help drive client engagement, support product delivery, coordinate onboarding and risk processes, and contribute to the overall growth and management of the portfolio.
 
 
Key Responsibilities: 
 
Client &amp; Relationship Management
<ul><li>Support Relationship Directors in managing and developing client relationships across the FIG portfolio.</li>
<li>Coordinate client onboarding, product implementation, and ongoing servicing activities.</li>
<li>Prepare client presentations, meeting materials, and relationship plans.</li>
<li>Maintain regular engagement with clients and internal stakeholders to deliver high-quality service and client outcomes.</li>
<li>Support annual client reviews and identify opportunities to enhance client relationships and product penetration.</li>
<li>Maintain accurate pipeline, lead, and client activity records within Salesforce.</li>
<li>Handle client queries relating to deposits, payments, and day-to-day banking requirements.</li> 
</ul> 
Risk, KYC &amp; Governance
<ul><li>Coordinate KYC and onboarding requirements with internal compliance teams, including periodic refresh activities.</li>
<li>Support Enhanced Due Diligence, AML, and Financial Crime processes in line with Barclays policies and regulatory requirements.</li>
<li>Ensure adherence to internal governance, operational risk, and credit conformance procedures.</li> 
</ul> 
Transaction &amp; Product Support
<ul><li>Assist with the execution and implementation of banking solutions across Payments, Liquidity, FX, Lending and Trade products.</li>
<li>Liaise with product specialists and support teams across international locations to ensure seamless client delivery.</li> 
</ul> 
Team &amp; Stakeholder Collaboration
<ul><li>Work collaboratively across regional and global teams to support client objectives and business growth.</li>
<li>Contribute to team initiatives, process improvements, and knowledge sharing.</li> 
</ul> 
Essential Skills &amp; Experience
<ul><li>Knowledge of Corporate Banking products including Payments, Liquidity, FX, Lending and Trade Finance.</li>
<li>Experience supporting KYC/CDD processes with awareness of Financial Crime and regulatory requirements.</li>
<li>Understanding of credit, operational and compliance risk within Corporate or Institutional Banking.</li>
<li>Strong organisational, communication and stakeholder management skills.</li>
<li>Ability to understand client requirements and support delivery of appropriate banking solutions.</li> 
</ul> 
Desirable Skills &amp; Experience
<ul><li>Previous experience covering Financial Institutions clients or working within Corporate/Institutional Banking.</li>
<li>Strong relationship management and client servicing capabilities.</li>
<li>Excellent presentation, communication, and Microsoft Office skills.</li>
<li>Ability to build effective internal and external stakeholder relationships.</li>
</ul>This role is based in Dubai.
 
 
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities
<ul><li>Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li>
<li>Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li>
<li>Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li>
<li>Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li>
<li>Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li>
<li>Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li>
<li>Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li>
<li>Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li>
</ul>Analyst Expectations
<ul><li>To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.</li>
<li>Requires in-depth technical knowledge and experience in their assigned area of expertise</li>
<li>Thorough understanding of the underlying principles and concepts within the area of expertise</li>
<li>They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.</li>
<li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li>
<li>OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.</li>
<li>Will have an impact on the work of related teams within the area.</li>
<li>Partner with other functions and business areas.</li>
<li>Takes responsibility for end results of a team&rsquo;s operational processing and activities.</li>
<li>Escalate breaches of policies / procedure appropriately.</li>
<li>Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.</li>
<li>Advise and influence decision making within own area of expertise.</li>
<li>Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.</li>
<li>Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.</li>
<li>Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.</li>
<li>Make evaluative judgements based on the analysis of factual information, paying attention to detail.</li>
<li>Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.</li>
<li>Guide and persuade team members and communicate complex / sensitive information.</li>
<li>Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.</li>
</ul>All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Associate Banker - FIG (6m FTC)

Peapack Private Bank & Trust

<div>Position Overview:

Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and Retail Client Experience Manager. Candidates for this role must have strong communication skills, be enthusiastic, technologically savvy, able to recognize sales and deposit growth opportunities and be willing to exceed our clients and prospects&rsquo; expectations in every interaction. They must adopt and live our core principals and display actions reflecting &ldquo;Clients First&rdquo; and &ldquo;One Team&rdquo; principles daily.

Key Responsibilities:
<ul>
<li>Must learn to deliver service to clients in the manner they want to be treated while demonstrating all required service protocols and best practices.</li>
<li> Effectively learn the most current branch technology and can encourage clients to use the technology offered. Must learn to introduce clients to the available technology and educate them on the ease of usage.</li>
<li>Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Identify clients with additional profit potential and develop action plans to expand these relationships.
</li><li>Actively participate in ongoing training and regular sales meetings.</li>
<li>Understand partner&rsquo;s roles and all products and services PGB offers to help uncover the expressed and unexpressed needs of our client&rsquo;s and prospects.
</li><li>Proficiently open all products offered such as checking, money market, CDs, IRAs, Netteller, Debit Cards and complete credit card and loan applications.</li>
<li>Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.</li>
<li>Provide supervisory overrides and review of transactions in the absence of the Retail Private Banker and Retail Client Experience Manager.</li>
<li>Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed.</li>
<li>Ensure all work is processed and proof at days end.</li>
<li>Maintain the confidentiality of the Bank and its clients at all times while providing courteous and efficient client service. Strive to provide exemplary service by anticipating client needs when promoting the bank&rsquo;s products and services</li>
<li>Ability to apply critical thinking by using logic and reasoning to identify solutions, conclusions and approaches to problem solving.</li>
<li>Must comply with all internal policies and external regulations. Demonstrate knowledge of policies and procedures with the ability to apply this knowledge in real situations.
</li><li>Stay current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc.</li>
</ul>
Qualifications:
<ul>
<li>High School diploma or GED</li>
<li>Must be flexible to work within our banking hours:</li>
<li><ul><li>M, T, W, F from 8:30am to 5pm</li>
<li>Th from 8:30am to 6pm</li>
<li>Sat from 8:30am to 12pm</li>
</ul></li><li>Customer experience in Retail or Hospitality preferred, Banking experience a plus</li>
<li>Ability to go the extra mile to fulfill a clients&rsquo; needs</li>
<li>Values being in-service to others, internally and externally and enjoys working with others to create a productive working environment</li>
<li>Willing to grow and work in an environment where feedback is willingly given and received</li>
<li>Proactively takes initiative to improve customer experience and team efficiency</li>
<li>Builds strong relationships both internally and externally; ability to interact effectively with all levels throughout the organization</li>
<li>Possesses intellectual curiosity to learn the Banks&rsquo; products, procedures and services</li>
<li>Operates with integrity; demonstrates adaptability, work commitment, and a positive performance in all situations</li>
<li>Willing to dress and behave in a professional manner</li>
</ul>
Required:
<ul>
<li> Maintain customer files</li>
<li>Notary Public commission</li>
<li>Assists Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients</li>
</ul>
Benefits Overview:

We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

The approximate pay range for this position is $41,556 to $48,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.

Note: Incentives and/or benefits packages may vary depending on the position.</div>

Universal Banker II

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