investment banker

European Bank for Reconstruction and Development

<div><div><div><div><div>Requisition ID</div> <div>36553</div>
</div><br>
<div><div>Office Country</div> <div>T&uuml;rkiye</div>
</div><br>
<div><div>Office City</div> <div>Istanbul</div>
</div><br>
<div><div>Division</div> <div>Banking Countries of Operations</div>
</div><br>
<div><div>Contract Type</div> <div>Regular</div>
</div><br>
<div><div>Contract Length</div>
</div><br>
<div></div><div><div>Posting End Date</div> <div>30/03/2026</div></div></div></div><br>
<div></div>
<div>
</div><p><b>Purpose of Job:</b></p><br>
<p></p>
<p>
The Associate Banker will join the Energy Eurasia team of Sustainable Infrastructure Group that covers T&uuml;rkiye, Caucasus, Central Asia &amp; Mongolia.</p>
<p>
The Associate Banker contributes to all phases of the project cycle, including project origination, structuring, execution, and implementation and monitoring. The Associate Banker will take responsibility for those tasks assigned to him/her by the operation leader, which may include undertaking comprehensive due diligence, including financial, market, integrity and EBRD policy compliance, as well as effective post-signing implementation and monitoring. The Associate Banker carries out these tasks as part of a project team under the guidance of an operation leader or under the supervision/guidance of more senior bankers or the team Director. The Associate Banker role may also include elements of business/pipeline development, client management and policy dialogue.</p><br>
<p></p>
<p><b>
Accountabilities &amp; Responsibilities:</b></p><br>
<p></p>
<p>
Under the guidance of the operation leader or a more senior banker:</p><br>
<p></p>
<p>
Structuring and Execution</p><br>
<p></p>
<ul><li>Work as a project team member on transactions, contributing to all aspects of project structuring and execution, including comprehensive research and analysis of background materials, market information and financial performance data; analyse and evaluate potential risks related to the proposed project, including analysis of financial statements, preparing and updating financial models/projections and working with client counterparts, consultants and other parties to progress the project;</li></ul>
<ul><li>Actively contribute to, in some cases lead, the design and implementation of Technical co-operation assistance, including preparation of terms of reference and internal approval documentation, to support the related investment project or the related policy dialogue initiative, ensuring that Technical co-operation assistance processing and approval fits with the approval schedule of the related investment project or the related policy dialogue initiative;</li></ul>
<ul><li>Be the primary driver of the scope and quality of project due diligence, including financial, market, integrity and EBRD policy compliance;</li></ul>
<ul><li>Prepare internal project documentation, including approval project memoranda, financial models, draft term sheets, presentations, etc. as and when required;</li></ul>
<ul><li>As may be requested, assist with communication with other internal units of the Bank, clients and other stakeholders, at the operational level, such as preparing draft correspondence, presentations, and following up on internal emails;</li></ul>
<ul><li>Ensure that all tasks are completed within the specified time frames to a high standard and in line with the policies, procedures and objectives of the Bank.</li></ul><br>
<p></p>
<p>
Portfolio Monitoring, Value Creation and Reporting</p><br>
<p></p>
<ul><li>Take responsibility for the implementation and monitoring of all projects to which the Associate Banker is assigned, including compliance with project agreements and Bank procedures related to disbursement; monitoring of progress of the project implementation and financial performance of the client; assessing evolving risk factors and monitoring and assessing covenant compliance;</li></ul>
<ul><li>Prepare timely and comprehensive monitoring reports and include recommendations for corrective actions where required and ensure these proposed corrective actions and recommendations are brought to the attention of more senior team members;</li></ul>
<ul><li>As/when required ensure effective implementation and monitoring of TC assignments including compliance with donor reporting requirements and operational objectives.</li></ul>
<ul><li>As a project team member perform all such tasks as may be assigned by the operation leader and provide constructive advice, guidance and supervision to more junior members of the project team.</li></ul><br>
<p></p>
<p>
Business Development</p><br>
<p></p>
<ul><li>Assist, as required, with marketing and business development efforts.</li></ul><br>
<p></p>
<p>
The responsibilities of the Associate Banker are designed to allow for the development of transaction expertise and expansion of responsibilities leading to assuming the role of an operation leader on standard, non-complex transactions under the supervision/guidance of more senior bankers or the Team Director.</p><br>
<p></p>
<p><b>
Qualifications &amp; Skills / Experience &amp; Knowledge:</b></p><br>
<p></p>
<p><b><i>
Qualifications and Skills:</i></b></p><br>
<p></p>
<ul><li>Bachelor&rsquo;s degree. Master&rsquo;s degree preferred or equivalent experience in the areas of expertise.</li></ul>
<ul><li>Professional qualification such as ACA, CFA, ACCA, or CIMA desirable.</li></ul>
<ul><li>Strong quantitative/numerical skills are critical with the ability to interpret financial information and to design, develop, use and audit financial models.</li></ul>
<ul><li>Credit analysis skills, with the ability to interpret accounts, understanding local and international accounting principles and practice of credit analysis.</li></ul>
<ul><li>At least 6 years experience in finance or banking sector or the energy sector and preferably in renewable energy is required.</li></ul>
<ul><li>Experience in complex project finance structures preferred.</li></ul>
<ul><li>Computer literacy, conversant with Microsoft Office and spread sheet packages including financial analysis and modelling modules.</li></ul>
<ul><li>Excellent understanding of relevant systems and processes.</li></ul>
<ul><li>Ability to work effectively as a team member and to deadlines and under time pressure.</li></ul>
<ul><li>Excellent written and oral communication skills in English.</li></ul>
<ul><li>Experience in working in T&uuml;rkiye is desirable.</li></ul><br>
<p></p>
<p><b><i>
Experience &amp; Knowledge:</i></b></p><br>
<p></p>
<ul><li>Relevant financial industry experience from an investment or commercial bank, private equity firm, asset management firm, or auditing/financial consulting firm operating to international standards.</li></ul>
<ul><li>Practical experience of participating in transactions through the full project life cycle.</li></ul>
<ul><li>Exposure to industry/country experience.</li></ul><p></p><div><b><br>
What is it like to work at the EBRD? / About EBRD</b></div><br>
<div></div>
<div>
Our agile and innovative approach is what makes life at the EBRD a unique experience! You will be part of a pioneering and diverse international organisation, and use your talents to make a real difference to people's lives and help shape the future of the regions we invest in.</div><br>
<div></div>
<div>
At EBRD, our Values &ndash; Inclusiveness, Innovation, Trust, and Responsibility &ndash; are at the heart of how we work. We bring these to life through our Workplace Behaviours: listening well and speaking up, collaborating smartly, acting decisively with full commitment, and simplifying to amplify our impact. These principles shape our culture and define our success. We seek individuals who not only share these values but are also committed to embedding them in their daily work, fostering a positive and high-performing environment.</div><br>
<div></div>
<div>
The EBRD environment provides you with:</div>
<ul>
<li>Varied, stimulating and engaging work that gives you an opportunity to interact with a wide range of experts in the financial, political, public and private sectors across the regions we invest in.</li>
<li>A working culture that embraces inclusion and celebrates diversity. Our workforce reflects a broad range of backgrounds, perspectives, and experiences, bringing fresh ideas, energy, and innovation and enhancing our ability to serve our clients, shareholders, and counterparties effectively.</li>
<li>A hybrid workplace that offers flexibility to teams and individuals; that is based on trust, flexibility and connectedness.</li>
<li>An environment that places sustainability, equality and digital transformation at the heart of what we do.</li>
<li>A workplace that prioritises employee wellbeing and provides a comprehensive suite of competitive benefits.</li></ul><br>
<div></div>
<div>
Diversity is one of the Bank&rsquo;s core values which are at the heart of everything it does. As such, the EBRD seeks to ensure that everyone is treated with respect and given equal opportunities and works in an inclusive environment. The EBRD encourages all qualified candidates who are nationals of the EBRD member countries to apply regardless of their racial, ethnic, religious and cultural background, gender, gender identity, sexual orientation, age, socio-economic background or disability.</div><br>
<div></div>
<div>
Please note, that due to the high volume of applications received, we regret to inform you that we are unable to provide detailed feedback to candidates who have not been shortlisted (for further consideration).</div><br>
<p><br>
<b>Job Segment: </b>Sustainability, Credit Analyst, Private Equity, Bank, Banking, Energy, Finance</p></div>

Associate Banker - Energy Eurasia

<div><div><div><div><div>Requisition ID</div> <div>36529</div>
</div><br>
<div><div>Office Country</div> <div>Egypt</div>
</div><br>
<div><div>Office City</div> <div>Cairo</div>
</div><br>
<div><div>Division</div> <div>Banking Sectors</div>
</div><br>
<div><div>Full-Time/Part-Time </div><div>Full Time</div>
</div><br>
<div><div>Contract Type</div> <div>Regular</div>
</div><br>
<div><div>Contract Length</div>
</div><br>
<div></div><div><div>Posting End Date</div> <div>31/03/2026</div></div></div></div><br>
<div></div>
<div>
</div><div><b>Purpose of Job</b><br>
<br>
The Principal Banker is competent in undertaking all tasks related to, and understands all aspects of, project development and implementation, including project origination, structuring, execution, implementation and monitoring, for all types of investment instruments offered by the Bank.<br>
The Principal Banker, in their role as an operation leader, is expected to take responsibility for effective leadership of their project team/s, supervision of junior banking staff, while contributing to their coaching and providing mentoring assistance, as required.<br>
The Principal Banker&rsquo;s role also includes elements of business/pipeline development, client management and policy dialogue.</div><br>
<div><b>
Background</b><br>
<br>
The Project life-cycle involves several stages from origination to signing, followed by implementation and monitoring until full completion and repayment or exit. All the stages involve different tasks such as business marketing, project due diligence analysis, structuring and approval, negotiation and signing of project agreements, disbursement and monitoring.<br>
The role of the Principal Banker is to contribute, as a senior project team member, to the structuring, implementation and monitoring of debt and equity transactions, in line with the Bank&rsquo;s operational objectives. The Principal Banker supervises, both as senior team member and as operation leader, more junior colleagues to ensure efficient processing of deal flow and portfolio monitoring.<br>
The Principal Banker is able to build and maintain relationships with internal and external stakeholders in relation to business development, project execution, implementation and monitoring, policy dialogue, co-financing arrangements and donor funding, as applicable.<br>
A substantial degree of independence is given to the Principal Banker, and they are expected to ensure effective project team work and progressively take on overall responsibility for increasingly complex transactions.</div><div><br>
<b>
Accountabilities &amp; Responsibilities</b><br>
<br>
1. Structuring and Execution</div>
<ul>
<li>Lead structuring, negotiation (including review of legal documentation) and the execution of transactions, working with clients, authorities, consultants and internal units;</li>
<li>Manage the resources and the work load of the project teams under their supervision;</li>
<li>Oversee the project due diligence process ensuring it meets the Bank&rsquo;s standards;</li>
<li>Ensure quality and appropriateness of TC assistance components which support the investments or contribute to policy dialogue initiatives;</li>
<li>Ensure that all transactions within their responsibility are completed within the specified time frames to a high standard (including all internal memoranda and Board reports) and in line with the policies, procedures and objectives of the Bank.</li>
</ul>
<div>2. Portfolio Monitoring, Value Creation and Reporting
</div><ul><li>Take overall responsibility for the effective monitoring of all projects within t responsibility, including verifying the quality of regular monitoring reports; taking the lead in maintaining or supervising the management of client relationships; actively managing the resolution of any implementation/monitoring issues in cooperation with relevant Portfolio Managers; managing and supervising more junior bankers who assist in portfolio monitoring;
</li><li>Supervise implementation and monitoring of, and reporting on, relevant TC assignments to ensure their compliance with donor reporting requirements, operational objectives and that all reports are of a high quality;</li>
<li>Take responsibility for ensuring timely notification of any critical portfolio issues to the relevant Portfolio Manager and/or Management, ensuring availability of adequate data and information for the Portfolio Manager and/or Management to be able to take timely decisions.</li>
</ul>
<div>3. Policy Dialogue</div>
<ul>
<li>In cooperation with relevant units within the Bank (e.g., Policy VP, OCE) and Banking country teams (if applicable), contribute to policy dialogue, in a leading role (project level initiatives) or supporting function (national level initiatives);</li>
<li>Assist in providing necessary support, in the form of relevant information or documentation or meeting participation, towards efforts to procure grants and technical cooperation funds to complement investment projects or required as part of policy dialogue efforts.</li>
</ul>
<div>4. Business Development
</div><ul><li>Assist with marketing and business development efforts in the relevant sector and countries to build reputable market contacts in order to develop a broad deal flow and cross selling of the Bank&rsquo;s competencies;</li>
<li>Assist with the critical screening of project proposal flow that is generated through business development efforts, liaising with other colleagues and teams within the Bank to identify sound and executable investments that meet the mandate of the Bank.</li>
</ul>
<ul><li>Staff Management</li></ul>
<ul>
<li>Assist in recruiting, training, coaching and mentoring junior bankers, in coordination with the team Director and Associate Directors, Senior Bankers, involving them in all aspects of the project cycle (appraisal, execution, implementation, monitoring and business development), ensuring adequate quality of project work and appropriate work load distribution amongst the project team members; contribute to their professional and competency development;</li>
<li>Develop productive relationships within the organisation to able to work effectively in a country/sector matrix structure and in a multi-cultural working environment.</li>
<li>Directly accountable for the engagement and effective overall management of the Team including recruitment, compensation, performance management, coaching and development. Where matrix reporting is in place, work jointly with the country counterpart when setting objectives and completing performance appraisals for relevant staff.
</li><li>Champion and role model the Bank&rsquo;s Behavioural Competencies and Corporate Behaviours, ensuring adherence within the team(s) so that the highest standards of integrity and ethical conduct are exhibited at all times.</li></ul><div><br>
<br>
<b>Qualifications &amp; Skills / Experience &amp; Knowledge</b><br>
<br>
Qualifications and Skills:</div>
<ul>
<li>Bachelor&rsquo;s degree. Master&rsquo;s degree preferred or equivalent experience in the areas of expertise.</li>
<li>Professional qualification such as ACA, CFA, ACCA, or CIMA desirable.
</li><li>Strong quantitative/numerical skills are critical with the ability to interpret financial information and to design and use financial models.</li>
<li>Credit analysis skills, with the ability to interpret accounts, understanding local and international accounting principles and practice of credit analysis.</li>
<li>Computer literacy, conversant with Microsoft Office and spread sheet packages including financial analysis and modelling modules.</li>
<li>Excellent understanding of relevant systems and processes.</li>
<li>Stakeholder management skills.</li>
<li>Coaching, mentoring &amp; leadership skills.</li>
<li>Relationship management and negotiation skills.
</li><li>Ability to work to deadlines and under time pressure.</li>
<li>Excellent written and oral communication skills in English.</li>
<li>Good command over the local/country language is an advantage.</li>
</ul>
<div>Experience &amp; Knowledge:</div>
<ul>
<li>Significant relevant financial industry experience from an investment or commercial bank, private equity firm, asset management firm, or auditing/financial consulting firm operating to international standards. Strong familiarity with project finance structures and direct equity investments.</li>
<li>Relevant sectorial experience in renewable energy and energy infrastructure. Relevant geographical experience in the Middle East and Africa. Good understanding of the sector/regional dynamics and trends.</li>
<li>Practical experience of participating in and leading complex transactions through the full project life cycle.</li></ul><div></div><div><b><br>
What is it like to work at the EBRD? / About EBRD</b></div><br>
<div></div>
<div>
Our agile and innovative approach is what makes life at the EBRD a unique experience! You will be part of a pioneering and diverse international organisation, and use your talents to make a real difference to people's lives and help shape the future of the regions we invest in.</div><br>
<div></div>
<div>
At EBRD, our Values &ndash; Inclusiveness, Innovation, Trust, and Responsibility &ndash; are at the heart of how we work. We bring these to life through our Workplace Behaviours: listening well and speaking up, collaborating smartly, acting decisively with full commitment, and simplifying to amplify our impact. These principles shape our culture and define our success. We seek individuals who not only share these values but are also committed to embedding them in their daily work, fostering a positive and high-performing environment.</div><br>
<div></div>
<div>
The EBRD environment provides you with:</div>
<ul>
<li>Varied, stimulating and engaging work that gives you an opportunity to interact with a wide range of experts in the financial, political, public and private sectors across the regions we invest in.</li>
<li>A working culture that embraces inclusion and celebrates diversity. Our workforce reflects a broad range of backgrounds, perspectives, and experiences, bringing fresh ideas, energy, and innovation and enhancing our ability to serve our clients, shareholders, and counterparties effectively.</li>
<li>A hybrid workplace that offers flexibility to teams and individuals; that is based on trust, flexibility and connectedness.</li>
<li>An environment that places sustainability, equality and digital transformation at the heart of what we do.</li>
<li>A workplace that prioritises employee wellbeing and provides a comprehensive suite of competitive benefits.</li></ul><br>
<div></div>
<div>
Diversity is one of the Bank&rsquo;s core values which are at the heart of everything it does. As such, the EBRD seeks to ensure that everyone is treated with respect and given equal opportunities and works in an inclusive environment. The EBRD encourages all qualified candidates who are nationals of the EBRD member countries to apply regardless of their racial, ethnic, religious and cultural background, gender, gender identity, sexual orientation, age, socio-economic background or disability.</div><br>
<div></div>
<div>
Please note, that due to the high volume of applications received, we regret to inform you that we are unable to provide detailed feedback to candidates who have not been shortlisted (for further consideration).</div><br>
<p><br>
<b>Job Segment: </b>Credit Analyst, Bank, Banking, Private Equity, Banker, Finance</p></div>

Principal Banker

Wells Fargo

<div><p><b>Why Wells Fargo:</b></p><p></p><p>
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;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 &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;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&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top three &ndash; making us the #1 financial services employer &ndash; on the 2025 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!</p><p></p><p><b>
About this role:</b></p><p></p><p>
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business divisions at wellsfargojobs.com.</p><p>
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.</p><p></p><p>
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.</p><p></p><p><b>
In this role you will:</b></p><ul><li>
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:</li><li>
Participate in building relationships with customers and spend time understanding required needs</li><li>
Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs</li><li>
Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers</li><li>
Present recommendations for resolving inquiries and service requests regarding customers' accounts</li><li>
Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers</li><li>
Provide information to internal partners and external sources to further enhance the customer experience</li><li>
Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs</li><li>
Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs</li><li>
Provide self-service digital banking options to customers</li><li>
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience</li><li>
1+ year of building and maintaining effective relationships with customers and partners</li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li>
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li><li>
State Insurance license(s)</li><li>
Customer service focus with experience handling transactions across multiple systems</li><li>
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues</li><li>
Strong verbal, written, and interpersonal communication skills</li><li>
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business</li><li>
Ability to be proactive, innovative, and creative in meeting customer and enterprise needs</li><li>
Ability to make client calls and actively participate in the sales development process</li><li>
Knowledge and understanding of retail compliance controls, risk management, and loss prevention</li><li>
Ability to follow policies, procedures, and regulations</li><li>
High motivation with ability to successfully meet team objectives while maintaining individual performance</li><li>
Experience mentoring and peer- coaching</li><li>
Experience assessing customer needs and recommending products/services to fulfill those needs</li><li>
Experience using business acumen to provide financial services consultation to small business customers</li><li>
Knowledge and understanding of financial services consumer lending products</li><li>
Ability to educate and connect customer to technology and share the value of mobile banking options</li><li>
Ability to interact with integrity and professionalism with customers and employees</li></ul><p></p><p><b>
Job Expectations:
</b></p><ul><li>Ability to work a schedule that may include most Saturdays</li><li>
Adherence to Wells Fargo sales practices risk management culture</li><li>
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required</li><li>
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: 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. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment</li><li>
State Insurance license(s) are required for this role and must be completed within a specified period</li><li>
Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance</li><li>
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance</li><li>
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position</li><li>
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards</li><li>
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
This position is not eligible for Visa sponsorship</li></ul><p></p><p><b>
Locations:
</b></p><ul><li><p>26791 Tamiami Trail, Bonita Springs, FL</p></li><li><p>
9150 Bonita Beach Rd, Bonita Springs, FL</p></li><li><p>
5094 Airport Rd N, Naples, FL</p></li><li><p>
900 5th Ave S, Naples, FL</p></li><li><p>
12604 E Tamiami Trl, Naples, FL</p></li><li><p>
4795 Golden Gate Pkwy, Naples, FL</p></li><li><p>
1090 N Collier Blvd, Marco Island, FL</p></li><li><p>
11075 N Tamiami Trail, Naples, FL</p></li><li><p>
820 Park Shore Dr, Naples, FL</p></li><li><p>
15219 Collier Blvd, Naples, FL</p></li><li><p>
7255 Radio Rd, Naples, FL</p></li><li><p>
2470 Vanderbilt Beach Rd, Naples, FL</p></li></ul></div>

Relationship Banker Naples District

Farmers National Bank

<div><div><div><b>Position Summary:</b> The Universal Banker is a retail branch position focused on using the consultative advising process to proactively identify and meet the financial needs of customers or prospects. This role is focused on the customer experience and will help the customer with all aspects of their banking. The Universal Banker maintains focus on acquiring new accounts and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby management. This role is responsible for processing teller transactions as well as working as a member of the office staff.</div><div></div><div><b><br>
Essential Functions:</b></div><ul><li>
Consistently meet or exceed monthly/quarterly goals, as set by management.</li><li>
Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.</li><li>
Use the consultative advising process to build a thorough customer profile and identify short and long term financial needs with an emphasis on deepening and retaining customer relationships.</li><li>
Utilize approved tools to proactively reach out to customers and set appointments for periodic financial reviews.</li><li>
Establish close working relationships with assigned Partners (lenders and investment), referring customers when appropriate to provide timely and holistic financial solutions.</li><li>
Work with the branch team to consistently meet/exceed customer experience goals by executing on the key behaviors with every customer.</li><li>
Meet with the Manager to ensure daily activities align with the objectives of the branch.</li><li>
Actively participate in morning focus meetings and staff meetings.</li><li>
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.</li><li>
Act with confidence by answering customer questions and owning customer issues.</li><li>
Respond to all customer inquiries and service issues in a timely manner; generally within 24 hours.</li><li>
Maintain a position of trust and responsibility by keeping all business confidential.</li><li>
Follow Farmers National Bank Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.</li><li>
Adhere to established policies and procedures while opening/servicing the full range of Retail products.</li><li>
Facilitate opening and/or closing procedures as a member of the platform staff as necessary.</li><li>
Work with the branch to maintain efficient branch operations.</li><li>
Review all account documentation to ensure proper signatures and identifying information is accurate and complete.</li><li>
Ensure account documentation is imaged in a timely manner.</li><li>
Process teller transactions and maintain a personal balancing record that is in line with policy.</li></ul><div><br>
</div><div></div><div><b>Other Responsibilities:</b></div><p>
 1. Performs other work related duties as assigned.</p><p>
 2. Performs job duties in accordance with all appropriate laws and regulations to include BSA.</p><div></div><div><b><br>
Education, Experience and Skills Required:</b></div><br>
<div></div><ul><li>
College degree or sales and service experience providing transferrable skills, or, combination of education and experience.</li><li>
Experience in the financial industry and with cash handling preferred but not mandatory.</li><li>
Several years of experience as a Teller/CSR in a financial institution or equivalent experience.</li><li>
Demonstrated ability to develop comfort level with both new account acquisition and/or the ability to cross-sell to established customers.</li><li>
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.</li><li>
Ability to professionally represent Farmers National Bank in terms of appearance and verbal/written communication.<br>
 Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.</li><li>
Classes covering general banking, deposit documentation, compliance, and some supervisory training preferred.</li><li>
Strong interpersonal and communication skills.</li><li>
Ability to use office equipment including (but not limited to) calculator, computer, etc.</li></ul><div><br>
</div><div></div><div><b>Revised:</b> 5/24/17 <b>Replaces:</b> n/a</div></div></div>

Relationship Banker

Busey Bank

<p></p><div><p><b><i>Position Summary</i></b></p>
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.<p></p><h2 class="jobSectionHeader"><b><i>
Duties &amp; Responsibilities</i></b></h2><p><b>
Customer Service &amp; Relationship Building</b></p><ul><li>
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.</li></ul><ul><li>
Identify customer needs and offer solutions through the bank&rsquo;s products and services.</li><li>
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.</li><li>
Resolve customer concerns and issues promptly, ensuring a positive experience.</li></ul><p></p><p><b>
Sales &amp; Referrals</b></p><ul><li>
Promote and cross-sell bank products.</li><li>
Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.</li></ul><p></p><p><b>
Account Management</b></p><ul><li>
Open and manage a variety of accounts.</li><li>
Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.</li><li>
Provide assistance with and support for online banking services and digital banking tools.</li></ul><p></p><p><b>
Loan &amp; Credit Processing</b></p><ul><li>
Refer clients with credit needs to the appropriate banker or line of business.</li></ul><p></p><p><b>
Transactions &amp; Cash Handling</b></p><ul><li>
Process transactions with a high degree of accuracy.</li><li>
Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.</li></ul><p></p><p><b>
Compliance &amp; Risk Management</b></p><ul><li>
Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.</li><li>
Maintain confidentiality of customer information and ensure compliance with privacy regulations.</li><li>
Monitor for potential fraud or suspicious activity, following bank procedures to address issues.</li></ul><p></p><p><b>
Operational Support</b></p><ul><li>
Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.</li><li>
Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.</li></ul><p></p><h2 class="jobSectionHeader"><b><i>
Education &amp; Experience</i></b></h2><p><b>
Knowledge of:</b></p><ul><li>
Strong sales and customer service skills</li><li>
Strong oral and written communication skills</li><li>
Basic math and accounting functions</li></ul><p></p><p><b>
Ability to:</b></p><ul><li>
Accurately count money</li><li>
Perform duties and make decisions under frequent time pressures</li><li>
Stand for extended periods of time</li><li>
Lift 50 pounds</li></ul><p></p><p><b>
Education and Training:</b></p><ul><li>
Requires a High School diploma.</li><li>
Requires previous banking and/or sales experience.</li><li>
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (&ldquo;SAFE Act&rdquo;), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System &amp; Registry (&ldquo;NMLS&rdquo;). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.</li><li>
Requires knowledge of Microsoft Office.</li></ul><p></p><p><b>
Benefits and Compensation</b></p><p>
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.</p><p></p><p>
(Base Pay Range: $16-$19/hour)</p><p></p><p>
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being&mdash;now and in the years to come&mdash;are important to us. Busey&rsquo;s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.</p><p></p><p><b>
Equal Opportunity</b></p><p>
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey&rsquo;s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey&rsquo;s Equal Opportunity Employment.</p><p></p><p><b>
Unsolicited Resumes</b></p><p>
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (&ldquo;Agency&rdquo;), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (&ldquo;Agreement&rdquo;). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.</p><p></p><p>
#HPBB</p></div>

Relationship Banker | Kumpf

Old National Bank

<div>Overview:
<div>
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.</div><div></div><div><i><br>
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of </i><i>Impact Network Groups</i><i> led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.</i></div>
Responsibilities:
<div>
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.</div><div></div><div><b><br>
Salary Range</b></div><div>
The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.</div><div></div><div><b><br>
Key Accountabilities
</b></div><p><b>Develop and grow client and prospective client relationships</b></p><ul><li>
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client&rsquo;s financial objectives.</li><li>
Cross sells products and services and refers to business product partners to ensure client needs are met.</li><li>
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)</li></ul><p><b>
Achieve Sales and Service Targets</b></p><ul><li>
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.</li><li>
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
</li><li>Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team&rsquo;s skills and performance.</li></ul><p><b>
Operations Oversight
</b></p><ul><li>Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
</li><li>Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.</li><li>
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.</li><li>
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
</li></ul><div><b>Key Competencies for Position</b></div><div><br>
</div><p><b>Culture Leadership:</b></p><ul><li>
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.</li><li>
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.</li></ul><p><b>
Execution Leadership:</b></p><ul><li>
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.</li><li>
Problem Resolution/Decision-Making &ndash; With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.</li></ul><p><b>
Client Leadership:</b></p><ul><li>
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
</li></ul><p><b>Key Measures of Success/Key Deliverables
</b></p><ul><li>Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.</li><li>
Contributes to the banking center&rsquo;s financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.</li><li>
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.</li></ul><p><b>
Position Levels</b></p><p>
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a &ldquo;Market&rdquo; position that supports all banking centers in a defined market.</p><p><br>
</p><p><b>Relationship Banker</b></p><ul><li>
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.</li><li>
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.</li></ul><div><b>
Qualifications and Education Requirements</b></div><ul><li>
High School diploma or GED Equivalent</li><li>
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)</li><li>
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered<b>.</b></li></ul><p><b>
Relationship Banker II</b></p><ul><li>
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
</li><li>Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.</li><li>
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.</li><li>
May manage an assigned client portfolio to handle all consumer banking relationship needs.</li><li>
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.</li><li>
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.</li></ul><p><b>
Qualifications and Education Requirements</b></p><ul><li>
High School diploma or GED Equivalent</li><li>
Minimum one year relationship-based client consultation and/or consultative sales experience</li><li>
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending</li><li>
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.</li></ul><div><b>
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.</b></div><div></div><div><br>
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.</div><div></div><div><i><br>
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.</i></div><div></div><p><b><i><br>
Our culture is firmly rooted in our core values.</i></b></p><p><b><i>
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.</i></b></p><p><b><i>
We are Old National Bank. Join our team!</i></b></p></div>

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