Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or work experience providing transferrable skills, or, combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

• Normal office environment.
• Extending viewing of computer screens.
• This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
• Travel outside of the affiliate will be required for various classroom training sessions.

#LI-HT1

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers.

For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities.  As we continue to grow and become a national brand in consumer financing, we hope you’ll consider us for future career opportunities.

If you are looking to make a meaningful impact in people’s lives by bringing a personal touch to finances, join our team today!

Job Purpose

The District Supervisor is the multi-unit manager on the front lines of our business. The position reports to the State Vice President Operations with a portfolio of six to ten branch Managers under direct supervision. Supervisors work closely with the Branch Managers to achieve district goals, including sales and profit objectives, client service, compliance, human capital investment and retention, and workforce excellence.

Duties and Responsibilities

• Enhances branch profitability, control and growth through effective leadership.

• Works with executive leadership to formulate and execute strategic plans.

• Assesses branch needs, market conditions, and competitive landscape.

• Identifies strategies to maximize sales and profits.

• Critically analyzes data and translates that into a plan of action.

• Challenges and motivates Team Members in an atmosphere of mutual respect, while establishing expectations, setting standards and providing timely, effective feedback.

• Communicates to Team Members company, district and branch initiatives.

• Directs Branch Managers and personnel in setting and accomplishing collection goals and monitors to ensure all personnel are following both the letter and the spirit of the FDCPA (Fair Debt Collection Practices Act).

• Trains Branch Managers and personnel and monitors strict compliance with UDAAP (Unfair or Deceptive Acts or Practices).

• Audits branch compliance with all company policies and procedures as well as state and federal guidelines, laws and practices.

• Directly selects, trains, and manages performance of branch managers.

• Provides highly visible and active guidance to all Team Members in the district.

• Provides a positive, performance-driven work environment wherein the Team Members are valued and their professional development is a priority.

• Develops and mentors Team Members, while creating succession plans for the district.

• Builds a culture of inclusiveness and fairness.

• Completes district administrative activities such as weekly reports.

• Counsels and provide guidance to branch managers to achieve operational objectives, including communication of appropriate company policies and procedures.

• Fosters an environment of high levels of integrity and ethics are standard.

• Leads by continually modelling ethical business practices.

Minimum Qualifications

• High School Diploma or Equivalent

• Minimum of 7 years’ experience in consumer finance industry.

• Valid Driver’s License and access to a dependable automobile with liability insurance coverage.

• Must pass drug screen, criminal and credit background checks.

Preferred Qualifications

• Bachelor’s degree from accredited institution.

• Willingness to relocate for career advancement.

Critical Competencies

• Excellent knowledge of consumer finance industry.

• Leadership qualities.

• Passionate about excellence.

• Above average communications skills.

• Customer service oriented with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.

• Calm under pressure.

• Proven ability to multi-task and organize effectively.

• High degree of integrity.

• Sales mentality.

Working Conditions

• This position primarily works in different on-site Branch offices and spends approximately 25% of the time driving to locations.

• High degree of self-confidence.

• Interpersonal assertiveness.

If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: https://regionalfinance.com/wp-content/uploads/2022/11/UPDATED-Employee-Privacy-Policy-11.2022.pdf

Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional’s policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

Empowering Africa’s tomorrow, together…one story at a time.

Job Summary

Job Description

New Business Origination Manage and grow existing client relationships Involvement in credit related tasks Involvement in Assets under Management and Investments Stakeholder Management Query resolution Risk Management

Education

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

Located in a historic neighborhood in the nation's capital, Georgetown offers rigorous academic programs, a global perspective, exciting ways to take advantage of Washington, D.C., and a commitment to social justice. Our community is a tight knit group of remarkable individuals interested in intellectual inquiry and making a difference in the world.

Requirements

Investment Associate - Investment Office - Georgetown University

The Georgetown University’s Investment Office manages financial assets for the endowment and the university pension plan under the fiduciary oversight of a subcommittee of the Board of Directors. Our long-term objective is to produce the highest investment return possible while maintaining an appropriate level of risk and liquidity in order to provide perpetual, sustainable support for the university.

Job Overview

The Investment Associate - an enthusiastic, inquisitive, and professionally-minded individual - provides support in our fast-paced office environment. Duties include but are not limited to investment research, due diligence on prospective fund managers and direct public equity investments, and analysis of financial market conditions and opportunities.

Work Interactions

The Investment Associate - an integral member of the Georgetown Investment Office’s small and collaborative team - reports directly to the Managing Director of Investments. 

The Endowment maintains a target asset allocation of 65% equities, 20% credit, 10% real assets, and 5% cash/short-duration instruments.  These categories encompass both public and private strategies.) 

The Investments Associate assists with the sourcing, screening, due diligence, and oversight of investment managers and single name securities for the Endowment’s public markets portfolio, across equities, bonds, real estate and infrastructure opportunities. Although the primary focus will be on public markets, they are encouraged to source ideas and work collaboratively across all asset classes in the portfolio. 

Work Mode Designation

This position has been designated as On-Campus. Please note that work mode designations are regularly reviewed in order to meet the evolving needs of the University.  Such review may necessitate a change to a position’s mode of work designation. Complete details about Georgetown University’s mode of work designations for staff and AAP positions can be found on the Department of Human Resources website: https://hr.georgetown.edu/mode-of-work-designation.

Requirements and Qualifications

• Bachelor’s degree with outstanding academic credentials - preference for completion of, or progress toward, an MBA or the CFA designation
• At 4 years of experience in investment management, investment banking, corporate finance, corporate strategy, consulting, and/or investigative research
• Direct investment experience in single name securities in a professional capacity
• Demonstrated proficiency in writing, research, and quantitative analysis
• Strong communication and interpersonal skills and a demonstrated ability to work effectively with multiple constituencies
• Willingness to work On-Campus (per Work Mode Designation, see above) five days per week at our office and to travel domestically and abroad

Current Georgetown Employees:

If you currently work at Georgetown University, please exit this website and login to GMS (gms.georgetown.edu) using your Net ID and password. Then select the Career worklet on your GMS Home dashboard to view Jobs at Georgetown.

Submission Guidelines:

Please note that in order to be considered an applicant for any position at Georgetown University you must submit a resume for each position of interest for which you believe you are qualified. Documents are not kept on file for future positions.

Need Assistance:

If you are a qualified individual with a disability and need a reasonable accommodation for any part of the application and hiring process, please click here for more information, or contact the Office of Institutional Diversity, Equity, and Affirmative Action (IDEAA) at 202-687-4798 or ideaa@georgetown.edu.

Need some assistance with the application process? Please call 202-687-2500. For more information about the suite of benefits, professional development and community involvement opportunities that make up Georgetown's commitment to its employees, please visit the Georgetown Works website.

EEO Statement:

Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff.  All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex (including pregnancy, gender identity and expression, and sexual orientation), disability status, protected veteran status, or any other characteristic protected by law.

Benefits:

Georgetown University offers a comprehensive and competitive benefit package that includes medical, dental, vision, disability and life insurance, retirement savings, tuition assistance, work-life balance benefits, employee discounts and an array of voluntary insurance options. You can learn more about benefits and eligibility on the Department of Human Resources website.

External Applicant Instructions

• Please upload your resume/CV for automatic population of information to your Kean application.

• Your contact information, work experience and education will be automatically filled in. Please review all fields – you will need to verify that the data is accurate.

• In the “My Experience” section, you will find a resume/CV upload option where you can submit your cover letter and any other supporting documents you may wish to submit.

Attention current Kean University employees (including part-time Student Assistants, Graduate Assistants, Academic Specialists and Adjuncts): Please apply via the internal career site to ensure consideration as an internal candidate. To apply internally, please log into your Workday account and select the Career icon on your homepage to view available positions.

Additional Information

Kean University complies with the New Jersey First Act (Senate Bill No. 1730, P.L. 2011, Chapter 70). Any individual newly hired by Kean University will be required to abide by this law and establish a principal residence in New Jersey. New employees will have a full 365 days to establish such residence, from the effective date of hire.

In compliance with the Americans with Disabilities Act (ADA), if you have a disability and would like to request an accommodation in order to apply for a position, please refer to Section III.A. of our Reasonable Accommodations Policy & Procedures.  

Diversity & Non-Discrimination Statement

Kean University is committed to establishing and maintaining a diverse campus community through inclusive excellence and equal opportunity.  Kean’s commitment to access and equity is designed to prepare each graduate to not only thrive, but climb higher in a diverse world.  As an affirmative action, equal opportunity institution we work to support a campus-wide agenda to foster a community that both values and promotes the diversity and equity of all students, faculty, staff, administrators, and beyond.

EEO/AA Statement

Kean University is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility.

Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills.

Primary Responsibilities

• Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions

• Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones

• Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types

• Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier

• Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose

• Owns and resolves customer issues

• Refers customers to an internal team of experts when complex financial goals and needs are recognized

• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks 

This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

• High School Diploma or GED

• Ability to work Saturdays as needed

• Ability to handle cash and process cash transactions

• Ability to communicate in person, on the phone, and through electronic channels

• Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor

• Ability to walk and stand for extended periods of time

• Ability to lift up to twenty (20) pounds

Preferences

• Bachelor’s degree

• Life Insurance License

• One (1) year of cash-handling, banking, and/or customer service experience

Skills and Competencies

• Ability to adhere to policies, procedures, and guidelines

• Ability to assist customers with digital banking offerings

• Ability to handle multiple priorities simultaneously

• Ability to oversee large sums of cash

• Excellent relationship-building skills

• Strong communication and customer focus

Position Type

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

Median:

Incentive Pay Plans:

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/welcometour/benefits.rf

Location Details

Location:

Bring Your Whole Self to Work  

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Job Title

Job Description

In this role, you have the opportunity to

Manage the financial performance of business in Greater China, including the full P/L performance and working capital management, drive other strategic and operational initiatives for the business, and enable the delivery of the financial plans. 

You are responsible for

• To drive and grow business value in the region by setting and achieving financial and strategic targets.
• To own and manage the strategic and operational (business / financial) planning process and performance management within the commercial organization and drives for the delivery of the committed results.
• Responsible for BMC / performance cockpit and drives the delivery of the business and financial plans.
• Drive analysis of business performance: sales, pricing, margin, credit management and costs (incl. marcom spend)
• Identifying, addressing, and tracking of business issues
• Enabling functions supervisory responsibility: control actual expenses, recharge hosted heads ensuring SLA structure is in place, performing true-ups according to contractual agreements, planning future costs and preparing tax back-up documentation for external costs.
• Optimal funding and financial risk assessment (sensitivity analysis, cost/benefit analysis, net present value calculations), project accounting understanding, knowledge of tax implications of different financing solutions, contract law basic knowledge
• Manage and develop teams in finance organization.
• Build compliance culture and establish a strong internal control environment in the organization.

You are a part of

Professional Finance team of Philips Greater China, based in Shanghai, report to Finance Business Partner, Greater China.

To succeed in this role, you should have the following skills and experience

• As an expert in the field, uses professional concepts in developing resolution to critical issues and broad design matters.
• Interacts internally and externally with executive level management, requiring negotiation of extremely critical matters.
• Strong leadership and stakeholder management skills.
• Having the experience in leading changes.
• Typically requires a minimum of 10 years and a Master’s degree.
• MBA background and overseas experience is a plus.
• CPA or equivalent accounting license holder is a plus.

In return, we offer you

A path towards your most rewarding career.  Succeeding in this role in a complex environment will open many doors for your long term career, in other areas in Philips or otherwise. We also believe that we are at our best as a company when you are at yours as a person. Thus, we offer competitive health benefits, a flexible work schedule and access to local well-being focused activities.

About Philips
We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help the lives of others.
• Learn more about our business.
• Discover our rich and exciting history.
• Learn more about our purpose.

If you’re interested in this role and have many, but not all, of the experiences needed, we encourage you to apply. You may still be the right candidate for this or other opportunities at Philips. Learn more about our commitment to diversity and inclusion here.

Address:

IFIC or CSC must be completed

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 with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• 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.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• 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.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

We’re here to help

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.

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 – for yourself and our customers. We’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’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.

If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply online today.
 

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Spread financial statements and tax returns for businesses and individuals with the accurate placement of figures from financial statements and tax returns into spreading software
• Prepare cash flow, leverage and debt service charts as needed
• Work with the commercial underwriters to measure covenants
• Maintain credit files  
• Develop, apply, and evaluate regulatory policies and procedures for the department; ensure that staff comply with policies and procedures and understand changes in requirements; maintain a thorough knowledge of policies and procedures and trends in the credit union industry, with particular attention to the Bank Secrecy Act, Patriot Act, and with robbery procedures.
• Perform other duties as may be assigned

EDUCATIONAL AND WORK EXPERIENCE REQUIREMENTS:

• Bachelor’s degree in business, to include two levels of accounting classes or at least 1-3 years of experience with accounting, financial statements or tax returns.

OTHER JOB QUALIFICATIONS:

• Knowledge of financial statements for various types of business entities, tax returns or personal financial statements
• Proven efficiency in Excel including reading/writing formulas
• Proven efficiency in Microsoft applications
• Detailed oriented
• Effective written and verbal communication

PHYSICAL REQUIREMENTS:

To perform this job successfully, the employee must be able to perform each essential job duty satisfactorily.All employees must be able to communicate face to face or through technology with or without reasonable accommodation.Employee will be in an office environment (well-lighted, heated and air-conditioned) typically stationed at a desk or table.Employee will be asked to sit and stand for various increments of time, and to lift/push up 10 lbs.Clerical office duties on various forms of technology are required.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

All positions that have lending responsibilities must comply with all requirements under the SAFE ACT, as well as the union’s policies and procedures related to the SAFE ACT.This includes an obligation on the employee’s part to ensure that NMLA registration pertaining to the SAFE ACT is kept current. The employee must notify the credit union within 30 days of any changes that need to be reflected on the NMLS Registry.

Georgia’s Own Credit Union is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.Consistent with obligations under federal law, every company that is a federal contractor or subcontractor is committed to taking affirmative action to employ and advance women, minorities, disabled veterans, special disabled veterans, veterans of the Vietnam era, and other eligible veterans.

We are an equal opportunity employer. Employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color or any other protected class.

Location:

Job Description Preview

Job Summary
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.

Responsibilities

• Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
• Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
• Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
• Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate.
• Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
• Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
• Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• High School Diploma (required) or
• Bachelor's Degree (preferred)

Licenses and Certifications

• FINRA License S7 Upon Hire (required)
• FINRA License S66 Upon Hire (required) or
• FINRA License S63 66 & 65 Upon Hire (required)

Tactical Skills

• Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
• Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
• Strong client centric focus.
• Proven ability to work as a collaborative team member.
• Ability to use standard office equipment, proprietary financial services systems.
• In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment.

Personal Skills

• Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
• Digital Awareness: The ability to perform basic tasks and collaborate with other functions to achieve operational and technological optimization while driving informed, data-drive decisions
• Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
• Empathy: Leverages active listening skills to understand others’ thoughts and emotions and evaluates everybody’s side of a disagreement before making decisions; imagines self in other’s place and appreciates diverging viewpoints
• Persuasion: Possesses a solid ability to use message tailoring and probing questions to garner support from various stakeholders; may coach others on improving their own tools and techniques for persuasion
• Problem Solving: Leverages varying problem-solving approaches and techniques to analyze and synthesize information and devise resolution strategies; ensure capture of lessons learned from the problem-solving effort

Practical Skills

• Oral & Written Communication: Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing; conducts discussions that are sincere and fully expressed
• Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
• Storytelling: Delivers memorable, insightful business scenarios via stories that successfully convey value to a range of stakeholders; teaches and coaches effective storytelling methods, techniques, examples, and best practices
• Business Acumen: Participates in creating organizational strategy and shows how various functions contribute to results; utilizes economic, financial, and organizational data to build business cases for major initiatives
• Analytical Thinking: Uses logic and intuition to make inferences about the meaning of data and arrives at relevant conclusions; makes a systematic comparison of two or more alternative solutions

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

• Occasional travel to include overnight stay.

Driving Requirements

• May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Dealership:

Lithia & Driveway Southwest APC

If you are an accounting professional who wants to build your career in gear, come and take the journey with one of the nation's largest and most successful retail automotive teams. Lithia is one of the largest providers of personal transportation solutions in the United States and is among the fastest-growing companies in the Fortune 250 (#146).

We are committed to Growing our Company and Growing our People!

Schedule: Monday through Friday 8:00AM-5:00PM

Location: Onsite - Agoura Hills, CA

Accounting Supervisor Responsibilities:

• Oversees accuracy of processes performed by Administrators & provides feedback on performance.
• Evaluate the operational performance of the assigned section and ensure accuracy and timeliness.
• Review work methods and intra-departmental procedures to ensure effective workflow.
• Implements changes in operational procedures to improve efficiency/effectiveness.
• Ensures deadlines are being met.
• Prepares routine correspondence regarding processing for the department and the stores.
• Analyzes data to make best practice recommendations and identify possible expense control items.

Qualifications:

• Bookkeeping Certification, associate degree in Accounting or 2 years commensurate experience (required)
• Auto Industry Experience (preferred)
• Retail Sales and/or Customer Service (preferred)
• Prior supervisory experience required
• Ability to adapt frequently to change, delays, or unexpected events in the workplace.
• Detail-oriented with strong organizational skills.
• Ability to communicate professionally.
• PC skills including knowledge of MS Office.
• Acceptable driving record and a valid driver's license in your state of residence.

The CA base hourly range for this full-time position is $64,500 - $87,500

This position is eligible for performance incentives, and benefits. 
Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum salary range for new hire rates for the position across all CA locations.
Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

Your recruiter can share more about the specific pay range for your preferred location during the hiring process. Please note that the compensation details listed in CA role postings reflect the base rate only, and do not include bonus, equity, or benefits.

We offer best in class industry benefits:

• Competitive pay
• Medical, Dental and Vision Plans
• Paid Holidays & PTO
• Short and Long-Term Disability
• Paid Life Insurance
• 401(k) Retirement Plan
• Employee Stock Purchase Plan
• Lithia Learning Center
• Vehicle Purchase Discounts
• Wellness Programs

High School graduate or equivalent, 18 years or older required. Acceptable driving record and a valid driver's license in your state of residence necessary for select roles. We are a drug free workplace. We are committed to equal employment opportunity (regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status). We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. 

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts).
• Maintain knowledge of Fifth Third Mortgage Company's policies and procedures.
• Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines.
• Conduct and coordinate homebuyer-training seminars for CRA potential applicants.
• Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans.
• Follow defined protocol for escalation of exceptions.
• Take applicant applications by completing Fannie Mae form 1003 on the laptop.
• Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS.
• Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management.
• Manage pipeline for all originated loans through closing and complete required management reports.
• Communicate with applicants and/or referral sources by providing timely updates and progress reports.
• Maintain high levels of customer service while managing each applicant*s and support staff*s expectations.
• Attend and participate in all Consumer Lending meetings as required by management.
• This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

MINIMUM KNOWLEDGE AND SKILLS REQUIRED:

• High school diploma or equivalent mandatory. Four-year college degree preferred.
• Knowledge of conventional and/or government lending guidelines.
• Knowledge of residential mortgage processing, underwriting, and closing procedures.
• Knowledge of federal lending regulations governing real estate lending.
• Demonstrated organizational skills.
• Strong written and verbal communications skills.
• Demonstrated teamwork and customer service skills.
• Proven computer skills.
• Basic sales technique skills.
• Strong desire to excel in a competitive environment.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

About the Opportunity

JOB SUMMARY

The Associate Director, Finance Systems and Analytics is responsible for the implementation, technical support and improvement of various Finance technology applications – including Workday Finance and Jaggaer - acting as technical lead for project workstreams related to data conversion, integration and reporting.

They lead efforts internally and externally to ensure that leading-edge technologies are employed efficiently and effectively, working with all levels of the business including Finance functional business partners, central ITS and vendors.

The Associate Director serves as the technology business partner to implement systems, innovative solutions, and best practice processes to promote overall organizational efficiency, effectiveness, and cost optimization.  In addition, they will work directly with department directors and managers, and other Northeastern stakeholders to understand current challenges, document business requirements, provide expertise and plan and deliver cost effective solutions that meet the University’s needs.

In addition, the Associate Director will manage the Finance Systems Support & Analytics team on day-to-day activities including system configuration, technical issue resolution, understanding business processes and requirements, system capabilities/limitations, testing new functionality and understanding our complex data.

MINIMUM QUALIFICATIONS

• Knowledge and skills required for this position are normally acquired through a bachelor’s degree in information systems, Computer Science, Finance or a related field plus at least 7 years experience in finance systems management or a related role
• Proven work experience and results in leading complex projects, particularly technology implementations
• Strong knowledge of financial processes, accounting principles, and ERP systems (Workday Finance preferred)
• Track record of managing large teams and complex projects while at the same time having the ability to listen to, coach, develop, and influence individual team members
• Knowledge and familiarity with IT governance, data systems, and information architecture
• Analytical and problem-solving skills with a focus on process improvement
• Excellent communications and interpersonal skills that enable the incumbent to explain issues, opportunities, recommendations and solutions in both technical and non-technical terms
• Ability to build strong relationships and influence both internal and internal partners
• Demonstrated flexibility and willingness to respond to changes in the external environment, while ensuring the organization can effectively and efficiently navigate transitions
• Prior experience in higher education is highly desirable

KEY RESPONSIBILITIES & ACCOUNTABILITIES

Strategy Development & Implementation

• Understand higher level Finance and university strategy ….
• Participate in developing and executing Finance technology strategies and ensure that technology projects align with broader strategy
• Collaborate with the Business Intelligence and University Decision Support teams to establish and execute Finance Data Strategy

Team Leadership

• Supervise and mentor an operational team of finance professionals responsible for system administration, data analysis, and reporting
• Provide lifelong learning opportunities for team members
• Provide meaningful team and individual goals that align with Finance land leadership goals and measure performance against those goals

Project Leadership

• Act as Technical Project Team Lead on major Finance initiatives, overseeing data architecture, conversions, integrations, reporting, and security
• Provide subject matter expertise on enterprise initiatives involving Finance
• Act as a change champion

Continuous Improvement

• Stay current with higher education technology trends and ensure Finance is keeping pace
• Actively participate in communities within higher education and beyond to establish learning networks
• Identify opportunities for service improvements and implement best practices to enhance overall efficiency

Governance

• Member of the Workday Governance team (along with Human Resources and ITS) who evaluate and prioritize change requests
• Ensure Finance System support team follows governance policies and protocols

Customer Service and Support

• Primarily responsible for ensuring consistent levels of Finance system support
• Partner with Finance business unit leads, NU ITS and vendors to ensure Finance customers receive excellent service and support across all tiers
• Engage with customers, establish feedback mechanisms and leverage data to ensure appropriate levels of service and support are being provided

Position Type

Additional Information

Northeastern University considers factors such as candidate work experience, education and skills when extending an offer.  

Northeastern University is an equal opportunity employer, seeking to recruit and support a broadly diverse community of faculty and staff.  Northeastern values and celebrates diversity in all its forms and strives to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. 

All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other  characteristic protected by applicable law.

To learn more about Northeastern University’s commitment and support of diversity and inclusion, please see www.northeastern.edu/diversity.

Address:

Job Family Group:

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 with BMO partners to deliver the desired customer experience and achieve overall business objectives.

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• 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.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Compensation and Benefits:

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or 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: www.bmousbenefits.com.

We’re here to help

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.

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 – for yourself and our customers.  We’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’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility.

Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills.

Primary Responsibilities

• Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions

• Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones

• Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types

• Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier

• Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose

• Owns and resolves customer issues

• Refers customers to an internal team of experts when complex financial goals and needs are recognized

• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks 

This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

• High School Diploma or GED

• Ability to work Saturdays as needed

• Ability to handle cash and process cash transactions

• Ability to communicate in person, on the phone, and through electronic channels

• Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor

• Ability to walk and stand for extended periods of time

• Ability to lift up to twenty (20) pounds

Preferences

• Bachelor’s degree

• Life Insurance License

• One (1) year of cash-handling, banking, and/or customer service experience

Skills and Competencies

• Ability to adhere to policies, procedures, and guidelines

• Ability to assist customers with digital banking offerings

• Ability to handle multiple priorities simultaneously

• Ability to oversee large sums of cash

• Excellent relationship-building skills

• Strong communication and customer focus

Position Type

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

Median:

Incentive Pay Plans:

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/welcometour/benefits.rf

Location Details

Location:

Bring Your Whole Self to Work  

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.