customer relationship banker

JPMorganChase

<div>JOB DESCRIPTION 
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase&rsquo;s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities<ul>
<li>Shares the value of Chase Private Client with clients that may be eligible</li>
<li>Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs</li>
<li>Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs</li>
<li>Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week</li>
<li>Adheres to policies, procedures, and regulatory banking requirements</li></ul>
Required qualifications, capabilities, and skills<ul>
<li>Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships</li>
<li>1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation</li>
<li>Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role</li>
<li>Compliance with Dodd Frank/Truth in Lending Act*</li>
<li>High school degree, GED, or foreign equivalent</li>
<li>Adherence to policies, procedures, and regulatory banking requirements</li>
<li>Ability to work branch hours, including weekends and some evenings
</li></ul>Preferred qualifications, capabilities, and skills<ul>
<li>Excellent communication skills</li>
<li>College degree or military equivalent</li>
<li>Experience cultivating relationships with affluent clients</li>
<li>Strong team orientation with a commitment of long-term career with the firm</li></ul>
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
 
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div>

Private Client Banker - Worth Branch - Worth IL

Wells Fargo

<div>Why Wells Fargo: 
 
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces &quot;to grow your career&quot; in the U.S. Join us! 
 
About this role: 
 
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. 
 
Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You'll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. 
 
In this role you will:<ul><li>
Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments</li><li>
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments</li><li>
Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs</li><li>
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes</li><li>
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency</li><li>
Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs</li><li>
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes</li><li>
The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.</li></ul>
Required Qualifications:<ul><li>
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
3+ years of experience building and maintaining effective relationships with customers and partners</li><li>
3+ years of experience recommending products and services</li></ul>
Desired Qualifications:<ul><li>
Experience recommending financial products and translating customer goals into clear, actionable recommendations</li><li>
Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience</li><li>
Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments</li><li>
Experience coaching or supporting peers to strengthen team performance and customer impact</li><li>
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others</li><li>
Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments</li><li>
3+ years of experience in a licensed financial services position</li><li>
Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li><li>
State Insurance license(s)</li></ul>
Job Expectations:<ul><li>
Ability to work a schedule that will include most Saturdays</li><li>
This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required.</li><li>
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations.</li><li>
Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted.</li><li>
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Branch Locations:
<ul><li>43650 Yukon Drive, Ashburn, 20147</li><li>
44729 Thorndike Street, Ashburn, 20147</li><li>
256 Crooked Run Plaza, Front Royal, 22630</li><li>
232 N Royal Avenue, Front Royal, 22630</li><li>
750 Walker Road, Great Falls, 22066</li><li>
30 Catocin Circle SE, Suite A, Leesburg, 20175</li><li>
701 E Market Street, Suite A, Leesburg, 20176</li><li>
1616 Village Market Blvd, Leesburg, 20175</li><li>
611 E Main Street, Purcellville, 20132</li><li>
21361 Epicerie Plaza, Sterling, 20146</li><li>
47040 Community Plaza, Sterling, 20164</li><li>
2490 Valley Avenue, Winchester, 22601</li><li>
110 Rivendell Court, Winchester, 22603</li><li>
120 Gateway Drive, Winchester, 22603</li></ul>
Positions may not be available at all locations listed. 
 
Posting End Date:
 
4 Jun 2026 
*Job posting may come down early due to volume of applicants.
 
 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Senior Premier Banker - Western NOVA District

Private Client Banker - Cherry Grove - Cincinnati, OH

Arvest Bank

<div>Pay is based on a number of factors including the successful candidate&rsquo;s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits . 
 
Position requires flexibility Monday through Friday 8 am to 6 pm with rotating Saturdays 9 am to 1 pm.
Location: 2590 N Donaghey Ave, Conway, AR.
Summary: 
 
The story of Arvest is one of commitment started by our founders in 1961 with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers and associates first as we continue to fulfill our mission &ndash; People helping people find financial solutions for life.
Job Title: Relationship Banker
The Relationship Banker will primarily focus on product sales and exceptional customer service. The associate develops new customer relationships and strengthens existing relationships by ensuring each customer knows and offers appropriate products and services to meet their existing and future financial needs. The Relationship Banker provides expert product advice, clear and concise directions on using self-service banking solutions, transacts business accurately and provides account servicing and problem resolution per established procedures and regulations. The Relationship Banker is a leveled position, beginning with an entry Level 1 and advancing to Level 3. Additionally, with the successful completion of all three Relationship Banker levels, there could be an opportunity to advance into the Relationship Banker 4 leadership position.
&bull; Level 1 - Training: The primary focus will be training and development while working with a seasoned mentor. Progression to Level 2 is dependent upon the successful completion of all training.
&bull; Level 2 &ndash; Proficient: Works independently on routine tasks and with general guidance on complex tasks. Demonstrates superior product knowledge and excellent needs-based selling skills. Upon the recommendation of the Branch Manager or Regional Management and upon demonstrated proficiency in all performance expectations, the associate could advance to Level 3.
&bull; Level 3 &ndash; Advanced: Demonstrating independent action and high initiative, the associate resolves problems, develops recommendations and determines the course of action on new tasks. Tasks could range from complex to highly specialized in nature. Additionally, the Level 3 will also serve as a mentor to Level 1 associates.
What You Will Do at Arvest: (Other duties may be assigned.)
&bull; Contribute to achieving branch sales goals through a consultative sales approach with new and existing customers, following the sales process defined in the CFB Retail Sales Playbook. Through discovery conversations, identify and uncover the customer's financial needs and offer appropriate solutions as Arvest strives to provide a seamless, one-stop shopping experience. Refer qualified customers to specialized sales forces.
&bull; Proactively make outbound calls to generate sales to strengthen further the customer relationship and/or begin customer relationships.
&bull; Identify opportunities to sell consumer loans, accept consumer loan applications and facilitate loan closings. You must also work effectively with the centralized underwriting department.
&bull; Deliver consistent, exceptional customer service by acknowledging every customer promptly, smiling and greeting each customer, introducing yourself, using eye contact, and thanking the customer. Acknowledge customer complaints and follow the established complaint process to ensure customer satisfaction.
&bull; Opens and processes simple, moderately, or highly complex deposit accounts.
&bull; Answer and assist customers&rsquo; questions and concerns, including, but not limited to, helping customers with deposit risk management and day-to-day banking business.
&bull; Maintains in-depth knowledge of products and services, including digital services and delivery options. Support customer usage of products and services that will provide the services they need in the manner most convenient for them. Maintain in-depth knowledge of competitors&rsquo; products, practices, facilities, and prices to sell bank products effectively.
&bull; Participate in branch promotions and marketing initiatives as directed.
&bull; Use sound judgment in applying bank standards, policies, and procedures regarding customers.
&bull; Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to completing compliance training and adhering to internal procedures and controls; reporting any known violations of compliance policy, laws, or regulations; and reporting any suspicious customer and/or account activity.
Supervisory Responsibilities: NA 
 
Responsibilities: 
 
Toolbox for Success:
Level 1:
&bull; High School Diploma or General Education Degree (GED) required.
&bull; Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
&bull; Demonstrated sales and customer service experience preferred.
&bull; Financial service provider experience preferred.
&bull; College degree preferred.
Level 2:
&bull; High School Diploma or General Education Degree (GED) required.
&bull; Achievement of defined competencies of Level 1 required.
&bull; Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
Level 3:
&bull; High School Diploma or General Education Degree (GED) required.
&bull; Successful achievement of defined competencies of Level 2 or relevant related experience required.
&bull; Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
Relevant military experience is considered for veterans and transitioning service members.
Physical Demands:
Regular attendance is an essential function of the job. The associate must be able to travel occasionally within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
We offer competitive compensation, benefits packages, and significant professional growth.
Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.
Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our associates drive our future. We urge you to apply if you want to be recognized for your results and empowered to reach your potential. 
 
Grade 12
Pay Range: $20.00 - $24.95 per hour</div>

Relationship Banker (Floater)

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

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

Exchange Bank

<div>This position is scheduled 40 hours per week, 8:30 to 5:30 Monday through Friday and on Saturday (Rotate). The schedule is subject to change based on the business needs of the Bank.

ESSENTIAL FUNCTIONS:
<ul>
<li>Operations</li>
</ul>
<ul><li>Demonstrate sound decision making by approving exception items and transactions; through the review of overdrawn accounts and determination on whether to pay items; and by identifying when situations require escalation or knowledge from an outside resource, and how to effectively access that resource to ensure a superior</li></ul>
customer experience. 
<ul><li>Lead daily operational tasks ensuring compliance and risk mitigation; ensure operational tasks occur within required time frames including routine guide, payroll approvals, and callback.</li><li>Process and audit bank transaction activities, including daily overdrafts, vault/counting cash, night drop, ATM procedures and certifications.</li><li>Act as an escalation point and resource for more navigating more complex customer transactions and issues.</li><li>Audit, correct, and update records, files authorizations, etc. held at branch.</li><li>Cross-train employees on various positions and tasks within the branch.</li><li>Act as an escalation point and resource in branch for more complex customer transactions and issues.</li><li>Provide input on recruitment, selection, training, and performance feedback for employees.</li><li>In partnership with Retail Service Manager, set the tone regarding goals and expectations for the branch team. Frequently communicate the Bank&rsquo;s strategic direction, goals, products, and programs to the team and help them connect their work to the Bank&rsquo;s results.</li></ul>
<ul>
<li>Management</li>
</ul>
<ul><li>Monitor and adjust staffing for transaction patterns to ensure adequate staffing. Partner with other Retail Service Managers to assign staff as needed to cover for absences.</li><li>Recommend staffing and work assignments</li><li>Conduct staff and coaching meetings</li><li>Suggest processes and procedures to improve branch productivity.</li><li>Assist with implementing and monitoring Bank policies and procedures</li></ul>
<ul>
<li>Customer Experience</li>
</ul>
<ul><li>Perform Relationship Banker duties as needed to ensure an optimum customer experience.</li><li>Resolves customer complaints in branch to ensure a positive customer experience</li></ul>
<ul>
<li>Sales</li>
</ul>
<ul><li>Provide leadership and support of sales efforts through one-on-one coaching, branch huddles, and brainstorming creative solutions to customer needs.</li><li>Demonstrate and assist management to lead branch to grow the business following the Relationship Banker Model including making a connection, discovering needs, sharing recommendations and growing relationships.</li><li>Determine financial needs of customers and offer appropriate products.</li><li>Identify cross-sell opportunities and refer customers to other Bank partners for additional products.</li></ul>
<ul>
<li>Other Duties</li>
</ul>
<ul><li>Other duties as assigned.</li></ul>

MINIMUM QUALIFICATIONS

Education &amp; Experience:

Associate&rsquo;s degree in business administration or related field; or a combination of equivalent education and experience. and 3 years of experience in branch operations.

Licenses &amp; Certifications:
<ul>
<li>National Mortgage Licensing System (NMLS)</li>
</ul>
Knowledge, Skills, and Abilities:
<ul><li>Working knowledge of managerial principles, practices and techniques</li><li>Thorough knowledge of relationship banker operations.</li><li>Thorough knowledge of State and Federal banking regulations.</li><li>Knowledge of all banking systems.</li><li>Knowledge of business and consumer products and services and ability to refer.</li><li>Knowledge of teller and new accounts operations.</li><li>Knowledge of State and Federal banking regulations.</li><li>Skills operating a personal computer including word processing, spreadsheet, presentation and</li></ul>
 banking software. 
<ul><li>Ability to attend early morning and after hour meetings and events.</li></ul>

Physical Requirements:

Branches/CCC: Ability to stand, bend, stoop, sit, walk, twist and turn. Ability to lift up to 15 pounds occasionally. Indoor office work environment with a majority of time spent standing and/or sitting alternatively at a desk or teller window. The employee must be able to work schedules that meet the needs of the business, which may include early morning, evening and/or weekend hours.

Compensation

The hiring range for this position is to $24.75 to $30.32 per hour. The compensation offered will fall within this range, commensurate with the candidate's applicable experience, education and skills.

Who We Are

Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.

Our Mission - From generation to generation, we invest in people, business and community to build a strong future.

Commitment &ndash; Respect &ndash; Integrity &ndash; Teamwork</div>

Assistant Retail Service Manager

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