retail banking sales & service representative

BMO Financial Group

<div><div><div><div><div><div><div><div><p>Application Deadline:
</p></div></div></div></div></div></div></div>08/27/2026
<p></p><p>Address:
</p>13220 California St.
<p></p><p>Job Family Group:
</p>Retail Banking Sales &amp; Service
<p></p><p>Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
</p><p></p><ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul><p><b>Qualifications:
</b></p><ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul><p></p><p><b>Salary </b><b>:
</b></p>$41,714.00 - $50,000.00
<p></p><p><b>Pay Type:
</b></p>Salaried
<p></p><p>The above represents BMO Financial Group&rsquo;s pay range and type.
</p><p></p><p>Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
</p><p></p><p>BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
</p><p></p><p><b>About Us
</b></p><p></p><p>At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
</p><p></p><p>As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
</p><p></p><p>To find out more visit us at http://jobs.bmo.com/us/en
</p><p></p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
</p><p></p><p>BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
</p><p></p><p>Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p></div>

Associate Banker

<div><div><div><div><div><div><div><div><p>Application Deadline:
</p></div></div></div></div></div></div></div>08/27/2026
<p></p><p>Address:
</p>3245 Vicksburg Lane North
<p></p><p>Job Family Group:
</p>Retail Banking Sales &amp; Service
<p></p><p>Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
</p><p></p><ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul><p><b>Qualifications:
</b></p><ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul><p></p><p><b>Salary </b><b>:
</b></p>$41,714.00 - $50,500.00
<p></p><p><b>Pay Type:
</b></p>Salaried
<p></p><p>The above represents BMO Financial Group&rsquo;s pay range and type.
</p><p></p><p>Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
</p><p></p><p>BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
</p><p></p><p><b>About Us
</b></p><p></p><p>At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
</p><p></p><p>As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
</p><p></p><p>To find out more visit us at http://jobs.bmo.com/us/en
</p><p></p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
</p><p></p><p>BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
</p><p></p><p>Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p></div>

البنك التجاري الدولي

<div></div><div><div>Description<div></div><p><b><br>
Budget</b></p><p>
1. Grow current business, maximize customer penetration, and meet set business plan through conducting sales meetings with targeted clients in designated branches in coordination with the Commercial &amp; BB District Head to ensure smooth business transfer and proper hand over process</p><p>
2. Attract new Business banking companies to maximize Bank&rsquo;s liabilities, assets, and trade finance as well as cross selling CIB&rsquo;s affiliates</p><p>
3. Offer Business Banking products to targeted customers based on their size and segment to best suit their needs</p><p><b>
Service Quality</b></p><p>
4. Respond and follow up on sales inquiries for targeted clients to comply with the set level of service &amp; ensure customer satisfaction</p><p>
5. Handle customers&rsquo; complaints properly, directs them to the relevant channels and recommends solutions to evade re-occurrence and ensure they are closed within the set TAT</p><p>
6. Responsible for the continuous update of the Business Banking customer data &amp; KYC to develop &amp; improve the database with the support of the Commercial &amp; BB Service Representative</p><p><b>
Reports / Analysis</b></p><p>
7. Report inflows and outflows of the Business Banking companies on daily basis to monitor performance against set budgets, and plan for any rectification if needed</p><p>
8. Prepare Call Memos for current business banking customers to report their market situation frequently through site visits, phone calls and checking the suppliers and buyers&rsquo; lists</p><p><b>
Policies, Processes and Procedures</b></p><p>
9. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner</p><p><b>
Day-to-day management</b></p><p>
10. Follow the day-to-day operations related to own jobs in the Commercial &amp; BB Distribution department to ensure continuity of work</p><p><b>
Compliance</b></p><p>
11.Complies with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB&rsquo;s sound legal position and mitigate any potential risks</p><div><br>
</div></div><div>
Qualifications<div></div><p><b><br>
Qualifications &amp; Experience</b></p><p>
&sect; Bachelor&rsquo;s degree of Commerce, Business Administration, Accounting or its equivalent. Preferably, MBA holder</p><p>
&sect; Minimum 4 years of relevant experience for Relationship Manager and minimum 5 years of relevant banking experience for Senior Relationship Manager</p><p>
&sect; Good command of English and Arabic languages</p><p>
&sect; Must be capable of using basic computer software such as Office, Internet and email</p><p>
&sect; Business Banking RM has to pass successfully the SEMP exam to be promoted to Business Banking Senior RM.</p><p><b>
Skills</b></p><p>
&sect; Selling skills</p><p>
&sect; Customer centric</p><p>
&sect; Quantitative and qualitative analytical skills</p><p>
Excellent Communication and negotiation skills</p><div><br>
</div></div><div>
Primary Location: Egypt-Giza-NADI EL SEID BRANCH</div><div>
Work Locations: NADI EL SEID BRANCH</div><div>
Job: Front Liner</div><div>
Organization: RETAIL &amp; COMMERCIAL BANKING</div><div>
Shift: Day Job</div><div>
Job Type: Full-time Employee</div></div>

BUSINESS BANKING RELATIONSHIP MANAGER (PAYROLL)

Alpine Bank

<div><p><b>General Purpose</b></p>
<p>
The Commercial Banking Support Specialist works closely with the Commercial Banking Sales team, Product Managers within Electronic Banking, and various Alpine Bank location representatives to identify account needs and solve customer issues.</p>
<p><b>
Essential Duties/Responsibilities</b></p>
<p><i>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</i></p>
<ul>
<li>Provides Alpine Bank&rsquo;s Commercial Banking Customers with product and service support.</li>
<li>Answers inquiries through multiple channels &ndash; phone calls, emails, online chats &ndash; from business customers, retail locations, and other internal bank staff.
</li><li>Owns resolution of customers questions/concerns/inquiries related to the comprehensive suite of commercial banking services, including but not limited to:
<ul><li>Mobile deposit</li>
<li>Bill Pay</li>
<li>ACH</li>
<li>Wires</li>
<li>Pos Pay</li>
<li>Merchant Services</li>
<li>Alpine Remote products</li>
<li>Credit Cards</li>
<li>Lockbox</li>
</ul></li></ul><ul><li>Conferences in operational subject matter experts including bank operations and vendors.</li>
<li>Works closely with sales teams to ensure appropriate level of client care is maintained.
</li><li>Identifies cross-sell opportunities of new Commercial Banking services to existing customers and escalates to Sales team when applicable.</li>
<li>Assists with account maintenance as requested by customers or from bank locations. Including the preparation of agreements and other related documentation to support customer needs to manage their online banking products and services.</li>
<li>Where applicable, supports the sales team with the onboarding process related to new customer setups and coordinates the implementation of products.</li>
<li>Regular and reliable on-site attendance is required.</li>
<li>Performs other duties as assigned.</li>
</ul>
<p><i>Employees are held accountable for all duties of this job.</i></p>
<p><b>
Job Qualifications</b></p>
<p><i>
Knowledge, Skills, and Ability:</i></p>
<ul>
<li>Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally.</li>
<li>Customer-centric mindset, with strong problem solving and decision-making skills, to translate and resolve customer issues/needs.
</li><li>Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently.</li>
<li>Ability to share technical expertise with team members and customers.</li>
<li>Strong understanding of internet banking software, information technology systems and software.</li>
<li>Self-motivated, works well under pressure and meets deadlines.</li>
<li>Understanding of how to identify internal process breakdowns and willingness to make recommendations to management to address them.
</li><li>Ability to deal with frequent change, delays, or unexpected events.</li>
<li>Detail oriented with exceptional organizational skills.</li>
<li>Displays excellent written and verbal communication skills.</li>
<li>Proficient PC experience using MS Office products (Word, Excel, Outlook) and retrieval of data; working knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly.</li>
<li>Ability to maintain confidentiality.</li>
</ul>
<p><i>Education or Formal Training:</i></p>
<ul>
<li>High School Diploma or General Equivalence Diploma (GED) required.</li>
<li>Additional post-high school courses are preferred.</li>
<li>Possession of, or ability to obtain, a valid State of Colorado Drivers&rsquo; License, required.</li>
</ul>
<p><i>Experience:</i></p>
<ul>
<li>A minimum of 12 months experience in a banking representative or customer facing role is preferred.
</li><li>An equivalent combination of education and experience may be substituted on a year-to-year basis.</li>
</ul>
<p><b>Working Conditions</b></p>
<p><i>
Working Environment:</i></p>
<p>
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Occasional Travel to conferences, meetings and branch locations, evening and weekend work should be anticipated.
</p><p><i>Physical Activities:</i></p>
<p><i>
These are representative of those which must be met to successfully perform the essential functions of this job.</i></p>
<p>
While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 25 pounds.</p>
<p><b>
Note:</b> This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.</p>
<p><i>
Starting Rate of Pay is between $20.50 and $25.50 per hour, depending on experience.</i></p>
<p>
For an overview of our employee benefits please visit: Alpine Bank Careers Page (https://www.alpinebank.com/who-we-are/careers.html)</p>
<p>
Position anticipated to close on July, 2026, or until filled.</p><p></p><p><br>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</p></div>

Commercial Banking Support Specialist

First Citizens Bank

<div>Overview:
<div>
Are you a people person? Be a First Citizens person. Join our branch team and make a difference.</div><div></div><div><br>
The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.</div><div></div><div><b><br>
The successful candidate will demonstrate:</b></div><div></div><div><b><br>
Communication Skills - Interpersonal:</b> Comfortable and confident with proactively engaging in conversation</div><div></div><div><b><br>
Customer Service Skills:</b> Demonstrates professionalism and empathy in customer interactions</div><div></div><div><b><br>
Adaptability</b>: Has the ability to learn and adapt quickly to new information and technology</div><div></div><div><b><br>
Teamwork:</b> Strives to build strong working relationships with those on their team as well as cross-functional relationships</div><div></div><div><b><br>
Flexibility:</b> Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently</div><div></div><div><b><br>
Agility:</b> Able to process information and move quickly through problem resolution</div>
Responsibilities:
<ul><li>Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.</li><li>
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.</li></ul>
Qualifications:
<div>
High School Diploma or GED and experience of 6 months customer service</div><div></div><div><br>
Preferred Area of Experience: Sales or banking</div><div></div><div><br>
Skill(s): Financial literacy, Knowledge of retail banking products and services</div><div></div><div><br>
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.</div></div>

Sales & Service Representative (Bank Teller)

First Horizon Bank

<div><p><b>Location</b>: Onsite at the location listed in the job posting.</p>
<p><b>
SUMMARY</b><br>
The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank&rsquo;s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center&rsquo;s overall sales goals. This role performs moderately complex to complex tasks.</p>
<p><b>
Weekly Scheduled Hours</b>: Monday - Friday 8:15am-5:30pm</p>
<div><b>
ESSENTIAL DUTIES AND RESPONSIBILITIES</b><br>
<b>Sales and Business Development</b><br>
<ul><li>Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
</li><li>Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.</li><li>Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients&rsquo; short-and-long term goals. Utilize a deep understanding of the bank&rsquo;s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.</li><li>Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.</li><li>Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.</li><li>Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
</li></ul><b>Client experience</b><br>
<ul><li>Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).</li><li>Deliver excellent client experiences consistently and promptly resolve client issues effectively.</li><li>Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.</li></ul><b>
Compliance and risk management</b><br>
<ul><li>Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.</li></ul><b>
Operational efficiency</b><br>
<ul><li>Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.</li><li>Assist banking center management with &ldquo;on the job training&rdquo; of new associates.</li><li>Assist with dual control vault responsibilities and audit controls.</li><li>Stay informed of all operational updates and changes to ensure compliance with all current guidelines.</li></ul>
Perform all other job related duties as assigned.</div>
<p><b>
SUPERVISORY RESPONSIBILITIES</b><br>
No supervisory responsibilities</p>
<div><b>
QUALIFICATIONS</b><br>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.<br>
<ul><li>High school diploma or general education degree (GED)</li><li>2 &ndash; 5 years of experience as a Universal Banker or Teller</li></ul></div>
<p><b>
COMPUTER AND OFFICE EQUIPMENT SKILLS</b><br>
Microsoft Office Suite, Salesforce</p>
<p><b>
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)</b><br>
None required.</p>
<p><b>
NMLS Language</b><br>
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.</p>
<p><b>
DeGarmo Behavioral Assessment Requirement</b>
</p><ul><li>All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position</li>
<li>The assessment takes approximately 12&ndash;15 minutes to complete</li>
<li>Assessment results must be submitted prior to having your application evaluated by Talent Acquisition</li>
</ul>
<p><b>About Us</b></p>
<p>
 First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com (https://urldefense.com/v3/__https:/www.firsthorizon.com/__;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6_kmPxl66_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$).</p>
<div><b>
Benefit Highlights</b><br>
<ul><li>Medical with wellness incentives, dental, and vision</li><li>HSA with company match</li><li>Maternity and parental leave</li><li>Tuition reimbursement</li><li>Mentor program</li><li>401(k) with 6% match</li><li>More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits</li></ul></div>
<p><b>
Follow Us</b><br>
Facebook (https://www.facebook.com/FirstHorizonBank)<br>
X formerly Twitter (https://twitter.com/FirstHorizonBnk)<br>
LinkedIn (http://www.linkedin.com/company/first-horizon-bank)<br>
Instagram (https://www.instagram.com/first_horizon/)<br>
YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)</p><p>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</p></div>

Relationship Banker

<div>
 <strong>
  Overview
  <br/>
  <br/>
 </strong>
 Are you a people person Be a First Citizens person. Join our branch team and make a difference.
 <br/>
 <br/>
 The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.
 <br/>
 <br/>
 <strong>
  The Successful Candidate Will Demonstrate
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
  </li>
  <li>
   Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
  </li>
  <li>
   Adaptability: Has the ability to learn and adapt quickly to new information and technology
  </li>
  <li>
   Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
  </li>
  <li>
   Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
  </li>
  <li>
   Agility: Able to process information and move quickly through problem resolution
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
  </li>
  <li>
   Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 High School Diploma or GED and 6 months customer service experience
 <br/>
 <br/>
 Preferred Area of Experience: Sales
 <br/>
 <br/>
 Skill(s): Financial literacy, Knowledge of retail banking products and services
 <br/>
 <br/>
 Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
</div>


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