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Banker Closer / SP at XP Inc.
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Commercial Profile, Communication, Relationship Management, Stakeholder Management, Economic Analysis, Financial Market, Corporate Banking, Business Development, Prospecting, Fixed Income, Credit Products, Derivatives, Capital Markets, Cpa 20 Certification
Specialization
Candidates must have a completed higher education degree and a valid CPA-20 certification. Strong commercial skills, experience in the financial market with corporate clients, and the ability to travel are essential requirements.
Experience Required
Minimum 2 year(s)
Personal Banker II at TRUSTONE FINANCIAL CREDIT UNION
Blaine, Minnesota, United States - Full Time
Skills Needed
Customer Service, Sales, Loan Origination, Underwriting, Cash Handling, Financial Education, Interpersonal Skills, Decision Making, Math Skills, Record Keeping, Communication Skills, Problem Solving, Banking Regulations, Nmls Compliance
Specialization
Candidates must have a Bachelor's degree or four years of equivalent work experience, along with two years of cash handling or customer service experience. Applicants are also required to be compliant with SAFE Act policies and maintain NMLS registration.
Experience Required
Minimum 2 year(s)
Personal Banker II at Arizona Financial Credit Union
Avondale, Arizona, United States - Full Time
Skills Needed
Consultative Sales, Consumer Lending, Business Account Opening, Relationship Management, Credit Profile Analysis, Treasury Management, Customer Service, Loan Processing, Financial Analysis, Problem Resolution, Coaching And Mentoring, Cash Auditing
Specialization
Requires a high school diploma or GED and at least two years of experience in a financial institution, or one year of specific experience with Arizona Financial. Candidates must be able to obtain NMLS registration to perform Mortgage Loan Originator duties.
Experience Required
Minimum 2 year(s)
Universal Banker I at American Community Bank Trust
Crystal Lake, Illinois, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Account Management, Cross Selling, Risk Management, Fraud Recognition, Communication Skills, Time Management, Problem Solving, Microsoft Word, Microsoft Excel, Banking Operations
Specialization
Requires a minimum of an Associate degree and 1-2 years of experience in a banking environment. Must have cash handling experience and proficiency in basic computer applications.
Universal Banker I at American Community Bank Trust
Huntley, Illinois, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Account Management, Cross Selling, Risk Management, Fraud Recognition, Communication, Time Management, Problem Solving, Microsoft Word, Microsoft Excel, Banking Operations
Specialization
Requires a minimum of an Associate degree and 1-2 years of experience in a banking environment. Must have cash handling experience and proficiency in basic computer applications.
Universal Banker I at Nicolet National Bank
Coralville, Iowa, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Relationship Building, Financial Needs Analysis, Teller Operations, Fraud Prevention, Digital Banking Education, Regulatory Compliance, Problem Resolution, Business Development, Risk Management, Cross Selling
Specialization
A high school diploma or equivalent is required along with at least one year of experience in cash handling and customer service. Prior experience in banking or retail financial services is preferred.
Personal Banker II at Gateway First Bank
Bartlesville, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Transaction Processing, Cash Drawer Balancing, Issue Resolution, Compliance, Banking Regulations, Product Knowledge, Ms Office, Interpersonal Skills, Communication Skills, Sales, Aml, Ofac, Glba
Specialization
Required qualifications include a high school diploma or equivalent, coupled with 2-4 years of banking experience, though sales or banking operational experience is preferred. Candidates must possess thorough knowledge of bank products, retail banking procedures, excellent communication and interpersonal skills, proficiency in MS Office, and the ability to remain enthusiastic in a fast-paced setting.
Experience Required
Minimum 2 year(s)
Personal Banker II at First Bank
Fuquay-Varina, North Carolina, United States - Full Time
Skills Needed
Financial Needs Assessment, Relationship Management, Loan Processing, Account Opening, Customer Service, Sales, Regulatory Compliance, Bank Operations, Communication Skills, Time Management, Computer Literacy, Interpersonal Skills
Specialization
Candidates must have a high school diploma or GED and 3 to 5 years of banking or customer sales experience. Proficiency in bank operations, regulatory compliance, and basic computer software is required.
Experience Required
Minimum 2 year(s)
Bank Administrator at Spire Healthcare Group plc
Sheffield, England, United Kingdom - Full Time
Skills Needed
Administrative Services, Patient Registration, Customer Service, Payment Processing, Data Entry, Switchboard Operation, Interpersonal Communication, Ms Office, Teamwork, Conflict Resolution
Specialization
Experience in a reception or customer-facing environment is required along with proficiency in MS Office. Candidates must possess strong communication skills and a professional appearance suitable for a healthcare setting.
Experience Required
Minimum 2 year(s)
Personal Banker II at Civista Bank
, Indiana, United States - Full Time
Skills Needed
Customer Relationship Management, Consumer Lending, Account Opening, Cross Selling, Retail Banking, Financial Product Knowledge, Communication Skills, Attention To Detail, Technology Proficiency, Problem Solving, Cash Handling, Regulatory Compliance
Specialization
Candidates must have 3-5 years of previous teller experience and a high school diploma or equivalent. Strong communication skills and the ability to adapt to new software technologies are required.
Experience Required
Minimum 2 year(s)
UNIVERSAL BANKER I at Wood & Huston Bank
Higginsville, Missouri, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Account Opening, Loan Processing, Banking Regulations, Financial Needs Analysis, Notary Services, Basic Accounting, Interpersonal Skills, Negotiation, Credit Bureau Reporting, Teller Operations
Specialization
Candidates should have a working knowledge of banking concepts, deposit and lending regulations, and basic accounting skills. Proficiency in computer applications and strong communication skills for sales and customer interaction are required.
Universal Banker I at Bank of the James
Altavista, Virginia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Based Selling, Consumer Lending, Business Development, Teller Functions, Cash Handling, Atm Balancing, Vault Management, Data Entry, Compliance, Account Opening, Mobile Banking, Online Banking, Cross Selling, Keyboarding
Specialization
The role requires proficiency in teller operations, cash handling, and bank compliance procedures. Candidates must demonstrate strong customer service skills and the ability to effectively use banking software.
Banker Closer / MG at XP Inc.
Belo Horizonte, Minas Gerais, Brazil - Full Time
Skills Needed
Commercial Profile, Communication Skills, Relationship Management, Stakeholder Management, Economic Analysis, Financial Market Knowledge, Corporate Banking, Business Development, Prospecting, Product Training, Strategic Planning, Fixed Income, Credit Products, Derivatives, Capital Markets, Foreign Exchange
Specialization
Candidates must have a completed higher education degree and a CPA-20 certification. Strong commercial skills, experience in the financial market with corporate clients, and the ability to travel throughout the state of Minas Gerais are required.
Experience Required
Minimum 2 year(s)
Universal Banker I at Summit Bank
Bend, Oregon, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Products, Sales, Transaction Processing, Vault Balancing, Computer Literacy, Communication Skills, Attention To Detail, Time Management, Organizational Skills, Compliance, Financial Reporting, Problem Solving, Interpersonal Skills
Specialization
Candidates should have at least one year of teller cash-handling and customer service experience. Strong communication, organizational, and intermediate computer skills are required to perform duties effectively.
Bank SSD Assistant at Spire Healthcare Group plc
Anlaby, England, United Kingdom - Full Time
Skills Needed
Decontamination, Surgical Instrument Reprocessing, Endoscope Decontamination, Attention To Detail, Health & Safety Awareness, Hygiene Standards, Teamwork, Instrument Packing, Sterilisation Monitoring
Specialization
No prior experience is necessary as full training is provided. Candidates must have a basic awareness of health and safety, be physically capable of lifting heavy sets, and be flexible to work rotas including Saturdays.
Banking Consultant at Teksystems Global Services LLC
, Hawaii, United States - Full Time
Skills Needed
Customer Service, Financial Transactions, Sales, Cash Handling, Communication Skills, Digital Savvy, Detail Oriented, Follow Through, Agile, Resourceful, Positive, Growth Mindset, Quick Learner, Teamwork, Confidentiality
Specialization
Required qualifications include an Associate’s degree in a business-related field or equivalent experience, or a High school diploma with 2 years of experience in sales and service. Candidates must also possess 2 years of experience in cash handling and 2 years of experience in customer service, referrals, and sales.
Concierge Banker I at Montecito Bank & Trust
Montecito, California, United States - Full Time
Skills Needed
Financial Services, Client Relationship Management, Sales, Deposit Growth Generation, Financial Portfolio Management, Personalized Banking Solutions, Communication, Financial Software Proficiency, Loan Processing, Loan Origination, Basic Math, Integrity, Accountability, Confidentiality, Notarizations, Wire Transfers
Specialization
Candidates should possess 5-8 years of experience in banking sales management, extraordinary client service, and client calling, with a proven sales track record in generating deposit growth. A Bachelor's degree in Finance, Business Administration, or a related field is preferred, alongside proficiency in financial software and excellent communication skills.
Experience Required
Minimum 5 year(s)
Universal Banker I at First Mid Bank & Trust
West Burlington, Iowa, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Compliance, Security Procedures, Operational Policies, Account Opening, Relationship Building, Cross Selling, Referrals, Microsoft Office, Computer Application Usage, Sales, Confidentiality, Professional Conduct, Problem Solving
Specialization
Candidates must possess a High School Diploma or GED and are preferred to have over one year of experience in customer service and cash handling, ideally within a financial institution. Previous sales experience is preferred, and successful completion of required training for basic account opening processes is mandatory.
Community Banker I at Camden National Bank
Laconia, New Hampshire, United States - Full Time
Skills Needed
Relationship Management, Sales, Business Development, Loan Processing, Financial Analysis, Customer Service, Portfolio Management, Communication, Networking, Microsoft Office, Regulatory Compliance, Credit Analysis, Negotiation, Presentation Skills, Crm
Specialization
Candidates must hold a bachelor's degree and possess at least 5 years of experience in retail banking, sales, or lending. Proficiency in Microsoft Office, strong communication skills, and the ability to obtain an NMLS license are required.
Experience Required
Minimum 5 year(s)
Universal Banker I at Nicolet National Bank
Neenah, Wisconsin, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Relationship Building, Financial Needs Assessment, Product Education, Transaction Processing, Fraud Prevention, Digital Banking Tools, Regulatory Compliance, Problem Resolution, Team Collaboration, Business Development, Vault Management, Communication, Data Confidentiality
Specialization
Candidates must have a high school diploma or equivalent and at least one year of cash-handling and customer-service experience. Prior experience in banking or retail financial services is preferred.
Banker Closer / SP at XP Inc.
São Paulo, São Paulo, Brazil -
Full Time

Start Date

Immediate

Expiry Date

07 Jul, 26

Salary

0.0

Posted On

08 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Commercial profile, Communication, Relationship management, Stakeholder management, Economic analysis, Financial market, Corporate banking, Business development, Prospecting, Fixed income, Credit products, Derivatives, Capital markets, CPA-20 certification

Industry

Financial Services

Description
Sobre nós ​ A XP Inc. é uma das maiores instituições financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educação, InfoMoney, entre outras. Com mais de 4,6 milhões de clientes ativos e um valor superior a R$ 1,1 trilhão de ativos sob custódia, há 24 anos vem transformando o mercado financeiro para melhorar a vida das pessoas. Com uma cultura marcante guiada por quatro valores - Sonho Grande, Espírito Empreendedor, Foco no Cliente e Mente Aberta - a XP Inc. está sempre em busca dos melhores talentos que tem ambição de fazer o impossível. 🚀 Sobre a Oportunidade Essa oportunidade é para a área de Especialista Comercial de Pessoa Jurídica (Closer PJ) que tem a missão de promover o segmento de Empresas do Banco de Atacado e seus produtos junto aos assessores comerciais, auxiliando no atendimento as empresas, prospecção de novos negócios, capacitação de produtos e desenvolvimento de estratégias para crescimento do negocio de Pessoa Jurídica dentro do B2C. O dia a dia de trabalho oferece contato muito próximo com CFOs e CEOs das empresas e com nossos times de produtos que inclui Renda Fixa, Produtos de Crédito, Seguros, Câmbio, Derivativos e Mercado de Capitais, dentre muitas outras áreas que garantem um ecossistema completo de serviços adaptados para nosso cliente. Saiba mais sobre nosso dia a dia no Instagram e no LinkedIn. Confira nossas avaliações no Glassdoor. 🔍 O Que Procuramos Pré-requisitos Essenciais: Perfil comercial e fortes habilidades de comunicação; Habilidade de construção e manutenção de relacionamento com stakeholders; Alto nível de intensidade e disciplina; Conhecimento sobre cenário econômico atual; Experiência atendendo cliente Pessoa Jurídica no mercado financeiro; Formação superior completa; Certificação CPA-20; Disponibilidade para trabalhar presencialmente em São Paulo; Disponibilidade para viajar. 🎯 Desafios e Impacto Atendimento aos assessores nos temas que envolvem Pessoa Jurídica; Reuniões de atendimento aos clientes da base e prospecção de novos clientes; Acompanhamento e desenvolvimento de estratégias para o crescimento do negócio. ⏳ Etapas do Processo Triagem inicial: Análise do currículo para verificar a adequação às qualificações e requisitos da vaga. Testes gerais: Avaliação do alinhamento cultural com o teste da Mindsight e teste de raciocínio lógico da Predictive Index. Vídeo entrevista: Uma oportunidade para nos conhecermos melhor e entender suas motivações e experiências. Entrevista com a equipe de Recrutamento: Discussão sobre as expectativas em relação à vaga e aos objetivos profissionais. Entrevista com a liderança: Uma conversa para discutir sua visão e como você pode contribuir para a equipe e a empresa. Entrevista focada em cultura: Exploração dos valores e princípios da empresa para garantir um bom encaixe cultural. Oferta: Apresentação da proposta de trabalho, incluindo detalhes sobre remuneração e benefícios. Benefícios: Saúde e bem-estar: Plano de saúde Plano odontológico Wellhub (Gympass) Zenklub Seguro de Vida iFood Benefícios (VA e VR flexível) Vale Transporte New Value (clube de benefícios) Licença parental: maternidade de 6 meses e paternidade de 20 dias. Auxílio Creche Vida Financeira Fundos de Investimentos Exclusivos Assessoria de Investimentos Cartão XP Visa Infinite sem anuidade Crédito (consignado, home equity, CCB Imobiliário, etc.) Modelo de Trabalho Presencial Flexível O nosso modelo de trabalho varia de acordo com a função, podendo ser totalmente presencial para frentes de negócio e mais flexível para outras equipes. Seguimos um modelo com mais frequência presencial, mas sempre guiado por flexibilidade e autonomia com a responsabilidade da nossa cultura empreendedora. Aqui na XP Inc., valorizamos as interações pessoais e acreditamos no uso do escritório como uma ferramenta para potencializar nossas relações no trabalho. *Ao seguir com a inscrição, você declara que leu, compreendeu e concorda com a Política de Privacidade do Grupo XP Inc. e de seus fornecedores e parceiros que apoiam com a realização do processo seletivo. O Grupo XP Inc. poderá utilizar de soluções de inteligência artificial para apoiar a equipe de recrutamento no decorrer do processo, o que poderá envolver o tratamento de seus dados pessoais para tal finalidade, conforme princípios da Lei Geral de Proteção de Dados e da Política de Privacidade do Grupo XP Inc.
Responsibilities
The Closer PJ is responsible for promoting wholesale banking products to commercial advisors and assisting in the service of corporate clients. This role involves prospecting new business, developing growth strategies for the legal entity segment, and maintaining close relationships with company executives.
Banker Closer / SP at XP Inc.
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Commercial Profile, Communication, Relationship Management, Stakeholder Management, Economic Analysis, Financial Market, Corporate Banking, Business Development, Prospecting, Fixed Income, Credit Products, Derivatives, Capital Markets, Cpa 20 Certification
Specialization
Candidates must have a completed higher education degree and a valid CPA-20 certification. Strong commercial skills, experience in the financial market with corporate clients, and the ability to travel are essential requirements.
Experience Required
Minimum 2 year(s)
Personal Banker II at TRUSTONE FINANCIAL CREDIT UNION
Blaine, Minnesota, United States - Full Time
Skills Needed
Customer Service, Sales, Loan Origination, Underwriting, Cash Handling, Financial Education, Interpersonal Skills, Decision Making, Math Skills, Record Keeping, Communication Skills, Problem Solving, Banking Regulations, Nmls Compliance
Specialization
Candidates must have a Bachelor's degree or four years of equivalent work experience, along with two years of cash handling or customer service experience. Applicants are also required to be compliant with SAFE Act policies and maintain NMLS registration.
Experience Required
Minimum 2 year(s)
Personal Banker II at Arizona Financial Credit Union
Avondale, Arizona, United States - Full Time
Skills Needed
Consultative Sales, Consumer Lending, Business Account Opening, Relationship Management, Credit Profile Analysis, Treasury Management, Customer Service, Loan Processing, Financial Analysis, Problem Resolution, Coaching And Mentoring, Cash Auditing
Specialization
Requires a high school diploma or GED and at least two years of experience in a financial institution, or one year of specific experience with Arizona Financial. Candidates must be able to obtain NMLS registration to perform Mortgage Loan Originator duties.
Experience Required
Minimum 2 year(s)
Universal Banker I at American Community Bank Trust
Crystal Lake, Illinois, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Account Management, Cross Selling, Risk Management, Fraud Recognition, Communication Skills, Time Management, Problem Solving, Microsoft Word, Microsoft Excel, Banking Operations
Specialization
Requires a minimum of an Associate degree and 1-2 years of experience in a banking environment. Must have cash handling experience and proficiency in basic computer applications.
Universal Banker I at American Community Bank Trust
Huntley, Illinois, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Account Management, Cross Selling, Risk Management, Fraud Recognition, Communication, Time Management, Problem Solving, Microsoft Word, Microsoft Excel, Banking Operations
Specialization
Requires a minimum of an Associate degree and 1-2 years of experience in a banking environment. Must have cash handling experience and proficiency in basic computer applications.
Universal Banker I at Nicolet National Bank
Coralville, Iowa, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Relationship Building, Financial Needs Analysis, Teller Operations, Fraud Prevention, Digital Banking Education, Regulatory Compliance, Problem Resolution, Business Development, Risk Management, Cross Selling
Specialization
A high school diploma or equivalent is required along with at least one year of experience in cash handling and customer service. Prior experience in banking or retail financial services is preferred.
Personal Banker II at Gateway First Bank
Bartlesville, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Transaction Processing, Cash Drawer Balancing, Issue Resolution, Compliance, Banking Regulations, Product Knowledge, Ms Office, Interpersonal Skills, Communication Skills, Sales, Aml, Ofac, Glba
Specialization
Required qualifications include a high school diploma or equivalent, coupled with 2-4 years of banking experience, though sales or banking operational experience is preferred. Candidates must possess thorough knowledge of bank products, retail banking procedures, excellent communication and interpersonal skills, proficiency in MS Office, and the ability to remain enthusiastic in a fast-paced setting.
Experience Required
Minimum 2 year(s)
Personal Banker II at First Bank
Fuquay-Varina, North Carolina, United States - Full Time
Skills Needed
Financial Needs Assessment, Relationship Management, Loan Processing, Account Opening, Customer Service, Sales, Regulatory Compliance, Bank Operations, Communication Skills, Time Management, Computer Literacy, Interpersonal Skills
Specialization
Candidates must have a high school diploma or GED and 3 to 5 years of banking or customer sales experience. Proficiency in bank operations, regulatory compliance, and basic computer software is required.
Experience Required
Minimum 2 year(s)
Bank Administrator at Spire Healthcare Group plc
Sheffield, England, United Kingdom - Full Time
Skills Needed
Administrative Services, Patient Registration, Customer Service, Payment Processing, Data Entry, Switchboard Operation, Interpersonal Communication, Ms Office, Teamwork, Conflict Resolution
Specialization
Experience in a reception or customer-facing environment is required along with proficiency in MS Office. Candidates must possess strong communication skills and a professional appearance suitable for a healthcare setting.
Experience Required
Minimum 2 year(s)
Personal Banker II at Civista Bank
, Indiana, United States - Full Time
Skills Needed
Customer Relationship Management, Consumer Lending, Account Opening, Cross Selling, Retail Banking, Financial Product Knowledge, Communication Skills, Attention To Detail, Technology Proficiency, Problem Solving, Cash Handling, Regulatory Compliance
Specialization
Candidates must have 3-5 years of previous teller experience and a high school diploma or equivalent. Strong communication skills and the ability to adapt to new software technologies are required.
Experience Required
Minimum 2 year(s)
UNIVERSAL BANKER I at Wood & Huston Bank
Higginsville, Missouri, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Account Opening, Loan Processing, Banking Regulations, Financial Needs Analysis, Notary Services, Basic Accounting, Interpersonal Skills, Negotiation, Credit Bureau Reporting, Teller Operations
Specialization
Candidates should have a working knowledge of banking concepts, deposit and lending regulations, and basic accounting skills. Proficiency in computer applications and strong communication skills for sales and customer interaction are required.
Universal Banker I at Bank of the James
Altavista, Virginia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Based Selling, Consumer Lending, Business Development, Teller Functions, Cash Handling, Atm Balancing, Vault Management, Data Entry, Compliance, Account Opening, Mobile Banking, Online Banking, Cross Selling, Keyboarding
Specialization
The role requires proficiency in teller operations, cash handling, and bank compliance procedures. Candidates must demonstrate strong customer service skills and the ability to effectively use banking software.
Banker Closer / MG at XP Inc.
Belo Horizonte, Minas Gerais, Brazil - Full Time
Skills Needed
Commercial Profile, Communication Skills, Relationship Management, Stakeholder Management, Economic Analysis, Financial Market Knowledge, Corporate Banking, Business Development, Prospecting, Product Training, Strategic Planning, Fixed Income, Credit Products, Derivatives, Capital Markets, Foreign Exchange
Specialization
Candidates must have a completed higher education degree and a CPA-20 certification. Strong commercial skills, experience in the financial market with corporate clients, and the ability to travel throughout the state of Minas Gerais are required.
Experience Required
Minimum 2 year(s)
Universal Banker I at Summit Bank
Bend, Oregon, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Products, Sales, Transaction Processing, Vault Balancing, Computer Literacy, Communication Skills, Attention To Detail, Time Management, Organizational Skills, Compliance, Financial Reporting, Problem Solving, Interpersonal Skills
Specialization
Candidates should have at least one year of teller cash-handling and customer service experience. Strong communication, organizational, and intermediate computer skills are required to perform duties effectively.
Bank SSD Assistant at Spire Healthcare Group plc
Anlaby, England, United Kingdom - Full Time
Skills Needed
Decontamination, Surgical Instrument Reprocessing, Endoscope Decontamination, Attention To Detail, Health & Safety Awareness, Hygiene Standards, Teamwork, Instrument Packing, Sterilisation Monitoring
Specialization
No prior experience is necessary as full training is provided. Candidates must have a basic awareness of health and safety, be physically capable of lifting heavy sets, and be flexible to work rotas including Saturdays.
Banking Consultant at Teksystems Global Services LLC
, Hawaii, United States - Full Time
Skills Needed
Customer Service, Financial Transactions, Sales, Cash Handling, Communication Skills, Digital Savvy, Detail Oriented, Follow Through, Agile, Resourceful, Positive, Growth Mindset, Quick Learner, Teamwork, Confidentiality
Specialization
Required qualifications include an Associate’s degree in a business-related field or equivalent experience, or a High school diploma with 2 years of experience in sales and service. Candidates must also possess 2 years of experience in cash handling and 2 years of experience in customer service, referrals, and sales.
Concierge Banker I at Montecito Bank & Trust
Montecito, California, United States - Full Time
Skills Needed
Financial Services, Client Relationship Management, Sales, Deposit Growth Generation, Financial Portfolio Management, Personalized Banking Solutions, Communication, Financial Software Proficiency, Loan Processing, Loan Origination, Basic Math, Integrity, Accountability, Confidentiality, Notarizations, Wire Transfers
Specialization
Candidates should possess 5-8 years of experience in banking sales management, extraordinary client service, and client calling, with a proven sales track record in generating deposit growth. A Bachelor's degree in Finance, Business Administration, or a related field is preferred, alongside proficiency in financial software and excellent communication skills.
Experience Required
Minimum 5 year(s)
Universal Banker I at First Mid Bank & Trust
West Burlington, Iowa, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Compliance, Security Procedures, Operational Policies, Account Opening, Relationship Building, Cross Selling, Referrals, Microsoft Office, Computer Application Usage, Sales, Confidentiality, Professional Conduct, Problem Solving
Specialization
Candidates must possess a High School Diploma or GED and are preferred to have over one year of experience in customer service and cash handling, ideally within a financial institution. Previous sales experience is preferred, and successful completion of required training for basic account opening processes is mandatory.
Community Banker I at Camden National Bank
Laconia, New Hampshire, United States - Full Time
Skills Needed
Relationship Management, Sales, Business Development, Loan Processing, Financial Analysis, Customer Service, Portfolio Management, Communication, Networking, Microsoft Office, Regulatory Compliance, Credit Analysis, Negotiation, Presentation Skills, Crm
Specialization
Candidates must hold a bachelor's degree and possess at least 5 years of experience in retail banking, sales, or lending. Proficiency in Microsoft Office, strong communication skills, and the ability to obtain an NMLS license are required.
Experience Required
Minimum 5 year(s)
Universal Banker I at Nicolet National Bank
Neenah, Wisconsin, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Relationship Building, Financial Needs Assessment, Product Education, Transaction Processing, Fraud Prevention, Digital Banking Tools, Regulatory Compliance, Problem Resolution, Team Collaboration, Business Development, Vault Management, Communication, Data Confidentiality
Specialization
Candidates must have a high school diploma or equivalent and at least one year of cash-handling and customer-service experience. Prior experience in banking or retail financial services is preferred.