personal banking representative

Invest Bank

<div>
 <p>
  To apply the banks sales strategy and serve customers by selling retail products and meeting customer needs. (Personal loans, Credit Cards, Auto Loans, Mortgage &amp; Payroll). The roles will require ambitious sales individuals that have a positive and will-to-win attitude to be part the banks retails sales force.
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  Job Description:
 </p>
 <ul>
  <li>
   To achieve individual set targets for assigned retail products as instructed by sales management and as per defined productivity for Personal Loans as per the agreed score card.
  </li>
  <li>
   The candidate should adapt agile approach towards retail banking sourcing and adapt to continuous change in processes, procedures, and product policies.
  </li>
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   While sourcing, ensure that Personal Loan applications and documentation are error free and complies with the policies and procedures set forth by the IB.
  </li>
  <li>
   Ensure Personal Loan Buyout cases are processed and completed till customer&rsquo;s first salary is received in customer personal bank account with IB.
  </li>
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   Generating new business to the bank while ensuring that daily activity of customer interaction is on a bank, business, and customer satisfactory level with a key focus on compliance and due diligence.
  </li>
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   Maintains professional and technical knowledge by attending required coaching and training sessions &amp; establishing personal network.
  </li>
 </ul>
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 </p>
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  <strong>
   Qualification and Requirements:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  &squf; Bachelor&rsquo;s Degree.
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  &squf; Minimum 3+ years of experience required in the UAE market in the Banking Industry.
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  &squf; CC, PL, ML &amp;/or Payroll experience required.
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 </p>
</div>


Personal Banking Representative

alinma

<div>
 <p>
  <strong>
   <u>
    Job Summary:
   </u>
  </strong>
 </p>
 <p>
  Personal Banker job plays a pivotal role in assisting clients with their personal financial needs, fostering strong client relationships, and supporting their financial goals. This role involves advising clients on a variety of banking products and services, including savings accounts, personal loans, credit products, and investments.
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 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Knowledge:
   </u>
  </strong>
 </p>
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  Banking Regulations and Compliance, Financial Products and Services, Risk Assessment, Credit Analysis, Market Trends, Investment Basics, Customer Relationship Management (CRM) Systems, Digital Banking Technologies.
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  <br/>
 </p>
 <p>
  <strong>
   <u>
    Job Requirements:
   </u>
  </strong>
 </p>
 <p>
  <strong>
   Qualifications &amp; Experience:
  </strong>
  Bachelor&rsquo;s degree up to 2 years&rsquo; experience
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 <p>
  <strong>
   Major:
  </strong>
  Business Administration, Or in any related or relevant field
 </p>
</div>


Junior Personal Banking Representative

City National Bank & Trust

<p></p><div><div>City National Bank and Trust</div><div>
Job Description: Personal Banker</div><div>
Department: Retail</div><div><div>
Status: Full time</div><div>
Equal Opportunity Employer</div></div><div></div><div><b><br>
Description: </b>The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.</div><div></div><div><b><br>
Responsibilities:</b></div><ul><li>
Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.</li><li>
Develop and expand customer growth through daily prospecting and follow-up activities.</li><li>
Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.</li><li>
Effectively cross-sell and market bank products and services to customers and prospects.</li><li>
Protect customer confidentiality and privacy while practicing branch security procedures.</li><li>
Participate in daily branch operations, gaining proficiency in various areas of personal banking.</li><li>
Actively log customer interactions and follow-ups into Synapsys with detailed notes.</li><li>
Embody CNB&rsquo;s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.</li></ul><div></div><div><b><br>
Qualifications:</b></div><ul><li>
Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus.</li><li>
Proficiency with Microsoft products, general computer skills, and basic math skills.</li><li>
Ability to work flexible or extended hours with consistent attendance and punctuality.</li><li>
Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.</li><li>
Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.</li></ul><div></div><div><b><br>
Education and Experience:</b></div><ul><li>
High School diploma or equivalent</li><li>
Demonstrate alignment with City National Bank&rsquo;s values and vision.</li></ul><div></div><div><b><br>
Physical Requirements: </b>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div><br>
<div></div><ul><li>
Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear.</li><li>
Ability to lift/carry no more than 20lbs.</li><li>
Ability to stand for the majority of the assigned work schedule.</li><li>
Clear verbal communication and close vision with the ability to adjust focus.</li></ul><div></div><p><b><br>
Other Duties: </b>This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.</p></div><p></p>

Personal Banker

Academy Bank

<div><p><b>Summary</b></p>
<p>
Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.</p>
<p><b>
Responsibilities</b></p>
<ul>
<li>Provides &quot;fast, easy, and personal&quot; consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.</li>
<li>Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
</li><li>Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
</li><li>Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
</li><li>Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.</li>
<li>Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
</li><li>Works closely with clients and business partners to refer products and services to other business lines.</li>
<li>Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.</li>
<li>Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
</li><li>Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
</li><li>When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.</li>
<li>Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
</li><li>Protect all client and bank information confidentially and follow all company policies.</li>
<li>Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).</li>
<li>Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.</li>
<li>Working at the worksite during regular business hours and/or assigned hours.</li>
<li>Other specified duties as assigned.
</li></ul><div><p><b>Compensation &amp; Benefits
</b></p><p>The Personal Banker position pays a minimum of $18.50 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
</p><p>Full‐time associates are eligible for our benefits package:</p>
<ul>
<li>Medical</li>
<li>Dental</li>
<li>Vision</li>
<li>401(k) plan</li>
<li>Company paid life insurance</li>
<li>Short and Long-term disability insurance
</li><li>Company paid vacation, paid leave and holidays</li>
</ul>
<p>This position will remain open until a qualified applicant is hired.</p></div></div>

Emirates Islamic

<div><p><b>Responsibilities
</b></p><ul><li>The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standard.
 </li><li>Provide acceptable level of service to personal banking customers, and explore cross sell during the customer interactions with a view to increase personal banking revenue
</li><li>Identify customer needs and proactively deliver quality and unique customer service that will exceed customer expectation.
</li><li>Identify new to bank personal banking customers and refer leads to other segments in the Ban
</li><li>Customer contact is virtually continuous and hence competencies and skills required for dealing with customers are critical
</li><li>Ensure to attain up-to-date products and policy process knowledge at all times (including that of campaigns/promotions) and keep abreast of any subsequent amendment
</li><li>Ensure proper documentation, correctness &amp; completeness of all applications/form
<br>
Accept, Evaluate &amp; send for processing all after sales transaction (AST)
<br>
To be vigilant at all times and perform their duties with due care and ensure that all activities are in compliance with the Bank Policy and Procedure.<br>
</li></ul><p></p><p><b>Education &amp; Skills
</b></p><ul><li>Proven experience as a personal banker; experience in sales or customer service is a
<br>
plus, Knowledge of personal banking practices and regulations
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Familiarity with banking software; excellent use of MS Office
<br>
Ability to work diligently to meet targets
</li><li>Excellent communication and negotiation s
<br>
kills
 </li><li>Customer-oriented approach to handling problems
<br>
BSc/BA in Finance, Accounting or similar field preferred<br>
</li></ul><p><br>
<b>What We Offer You
</b></p><ul><li>Competitive salary package
</li><li>Market-leading incentives (Only for incentives based
<br>
roles) Strong emphasis on work/life balance
</li><li>Generous annual leave entitlement and Private Healthcare
</li><li>World-class Learning &amp; Development platform and career development
</li><li>Preferential banking facilities for employees</li></ul></div><p></p>

Personal Banking Advisor

First Southwest Bank

<b>Position Description:</b> Responsible for delivering an exceptional customer experience during every interaction, to every customer, every time. This position requires an ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner while discovering, anticipating and meeting their personal financial needs through knowledgeable presentation, active promotion and competent delivery of services. Also responsible for business development, consumer loans, customer management when necessary, deposit product and business solution sales, administrative support, credit structure and negotiations. Position Responsibilities: Primarily focus on deposit growth and consumer loan growth for branch. Expert knowledge of deposit account documentation and banks core systems. To include consumer loan processes and documentation in accordance to First Southwest Bank Loan policy. Provides help to all customer requests including debit cards, online banking, bill pay and etc. Responsible for all account maintenance duties. Takes advantage of every opportunity to cross sell a Bank services (loan and deposit), recognizing situations that suggest a need for specific products and taking positive steps to promote such opportunities by explaining the customer benefits of the proposed services. Manages customer's portfolio and services relationships. Participates in cross-selling referral program daily in order to maintain and exceed goals set by First Southwest Bank. Completes all required reports in an accurate and timely manner Participates in all departmental meetings. Actively participates in community and business functions/groups to ensure a positive image for the bank within their market place. Minimum Qualifications: Banking Experience - 3-5 Years of Banking experience.
<br>Knowledge and Skills -
<br><br>
Excellent verbal written and telephone skills.
<br><br>
Skilled with Microsoft Word and Excel.
<br><br>
Possess strong organizational skills and ability to handle multiple tasks.
<br><br>
Strong attention to detail in order to maintain high level of data integrity.
<br><br>
Computer skills required.
<br><br>
Must be capable of meeting deadlines on a consistent basis.
<br><br>
Pleasant disposition which gives a positive image of the bank.
<br><br>
Minimum Qualifications -
<br><br>
Three years of sales and/or customer service experience.
<br><br>
Banking experience strongly preferred.
<br><br>
High school diploma or GED equivalent
<br><br>
Bachelor's Degree preferred
<br><br>
<b>Physical Demands and Work Environment:</b><br>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
<br><br>
Required to talk and hear; frequently required to use hands and fingers to handle or feel objects, tools or controls. Ability to stand and sit, reaching with hands and arms; kneeling, crouching. Must occasionally lift and/or move up to 20 pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Depending on location and time of year, extreme high and low temperatures within the building will be experienced.
<br><br>
<b>Additional Information:</b><br>
<b>BSA Requirements:</b><br>
It is the responsibility of all employees to make all reasonable efforts to identify suspicious cash activity which may be associated with customer attempts to avoid the reporting requirements of the BSA or government or federal tax reporting, as well as potential money laundering resulting from criminal / illegal activities. All suspicious activity, regardless of the amount involved in the transaction, must be reported to a supervisor or Branch Manager for further investigation and possible reporting by the Bank Secrecy Officer to the Financial Crimes Enforcement Network (FinCEN).
<br><br>
No director, officer, employee, or agent who reports a suspicious transaction under the requirements of the BSA may notify any person involved in the transaction that the transaction has been reported.
<br><br>
Each employee of the bank shall be required to complete Bank Secrecy Act / Suspicious Activity training periodically which is commensurate with the duties of their position.
<br><br>
Employees dealing with cash transactions at any time must be aware of the policies and procedures related to Currency Transaction Reports (CTRs) and are expected to complete the required information on the CTR form (or in the automated system) on a timely and accurate basis according to those procedures.

Pagosa Personal Banker

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