About the Role: As a Relationship Banker, you will play a crucial role in fostering and maintaining strong relationships with our clients, ensuring their financial needs are met with personalized service. Your primary objective will be to understand each client's unique financial situation and provide tailored banking solutions that enhance their overall banking experience. You will be responsible for identifying opportunities to cross-sell products and services, thereby contributing to the growth of the bank's portfolio. Additionally, you will assist clients with account management, transactions, and inquiries, ensuring a seamless banking experience. Ultimately, your success in this role will be measured by client satisfaction, retention, and the achievement of sales targets. Minimum Qualifications: High school diploma or equivalent; Previous experience in a customer service or sales role, preferably in the banking industry. Strong communication and interpersonal skills to effectively engage with clients. Preferred Qualifications: Experience with financial products and services, including personal loans. Proficiency in banking software and technology. Responsibilities: Engage with clients to understand their financial needs and provide appropriate banking solutions. Manage client accounts, including opening new accounts, processing transactions, and addressing inquiries. Identify opportunities for cross-selling bank products and services to enhance client relationships. Conduct regular follow-ups with clients to ensure satisfaction and address any concerns. Stay informed about banking regulations and industry trends to provide accurate information to clients. Skills: The required skills for this role include strong communication and interpersonal abilities, which are essential for building rapport with clients and understanding their financial needs. Sales skills will be utilized daily to identify opportunities for cross-selling products, ensuring that clients receive comprehensive banking solutions. Problem-solving skills will come into play when addressing client inquiries and resolving issues efficiently. Additionally, familiarity with banking regulations and financial products will enable you to provide accurate and relevant information to clients. Preferred skills, such as proficiency in banking software, will enhance your efficiency in managing client accounts and transactions. We offer a generous benefits package, including: Competitive Salary Medical Dental and Vision Insurance Life and AD&D Insurance Long Term Disability AirEvac Membership AFLAC Policies Telemedicine 401k & Company Match Invest in Company Stock Discretionary Bonus Peoples National Bank is an Equal Opportunity Employer. Compensation details: 22-24 Hourly Wage PI81e1a1f96a34-8622
12/07/2025
Full time
About the Role: As a Relationship Banker, you will play a crucial role in fostering and maintaining strong relationships with our clients, ensuring their financial needs are met with personalized service. Your primary objective will be to understand each client's unique financial situation and provide tailored banking solutions that enhance their overall banking experience. You will be responsible for identifying opportunities to cross-sell products and services, thereby contributing to the growth of the bank's portfolio. Additionally, you will assist clients with account management, transactions, and inquiries, ensuring a seamless banking experience. Ultimately, your success in this role will be measured by client satisfaction, retention, and the achievement of sales targets. Minimum Qualifications: High school diploma or equivalent; Previous experience in a customer service or sales role, preferably in the banking industry. Strong communication and interpersonal skills to effectively engage with clients. Preferred Qualifications: Experience with financial products and services, including personal loans. Proficiency in banking software and technology. Responsibilities: Engage with clients to understand their financial needs and provide appropriate banking solutions. Manage client accounts, including opening new accounts, processing transactions, and addressing inquiries. Identify opportunities for cross-selling bank products and services to enhance client relationships. Conduct regular follow-ups with clients to ensure satisfaction and address any concerns. Stay informed about banking regulations and industry trends to provide accurate information to clients. Skills: The required skills for this role include strong communication and interpersonal abilities, which are essential for building rapport with clients and understanding their financial needs. Sales skills will be utilized daily to identify opportunities for cross-selling products, ensuring that clients receive comprehensive banking solutions. Problem-solving skills will come into play when addressing client inquiries and resolving issues efficiently. Additionally, familiarity with banking regulations and financial products will enable you to provide accurate and relevant information to clients. Preferred skills, such as proficiency in banking software, will enhance your efficiency in managing client accounts and transactions. We offer a generous benefits package, including: Competitive Salary Medical Dental and Vision Insurance Life and AD&D Insurance Long Term Disability AirEvac Membership AFLAC Policies Telemedicine 401k & Company Match Invest in Company Stock Discretionary Bonus Peoples National Bank is an Equal Opportunity Employer. Compensation details: 22-24 Hourly Wage PI81e1a1f96a34-8622
Levo Federal Credit Union
Vermillion, South Dakota
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step. As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services. The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more! This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience. After one year in the Commercial Loan Officer role, you'll know you are successful if: You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules. You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts. You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied. You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union. Essential Duties of the Commercial Loan/Commercial Banker Officer Include : Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base. Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products. Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements. Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters. Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing. Other duties outlined in full job description Requirements Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Salary Description $63,000 to $90,000 base salary plus commission
12/07/2025
Full time
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step. As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services. The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more! This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience. After one year in the Commercial Loan Officer role, you'll know you are successful if: You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules. You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts. You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied. You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union. Essential Duties of the Commercial Loan/Commercial Banker Officer Include : Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base. Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products. Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements. Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters. Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing. Other duties outlined in full job description Requirements Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Salary Description $63,000 to $90,000 base salary plus commission
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step. As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services. The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more! This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience. After one year in the Commercial Loan Officer role, you'll know you are successful if: You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules. You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts. You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied. You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union. Essential Duties of the Commercial Loan/Commercial Banker Officer Include : Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base. Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products. Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements. Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters. Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing. Other duties outlined in full job description Requirements Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Salary Description $63,000 to $90,000 base salary plus commission
12/06/2025
Full time
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step. As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services. The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more! This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience. After one year in the Commercial Loan Officer role, you'll know you are successful if: You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules. You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts. You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied. You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union. Essential Duties of the Commercial Loan/Commercial Banker Officer Include : Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base. Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products. Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements. Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters. Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing. Other duties outlined in full job description Requirements Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Salary Description $63,000 to $90,000 base salary plus commission
Description: JOB TITLE: UNIVERSAL BANKER DEPARTMENT: TUSCOLA REPORTS TO: BRANCH MANAGER FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Perform a full range of banking services to individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and directing them to the appropriate department or person. Other duties include providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch needs. Communicate effectively with current and prospective customers. Project a professional image for TrustBank by providing exceptional customer service at all times. DUTIES AND RESPONSIBILITIES 1. Open and close bank when needed. 2. Remain flexible to scheduling needs during all Tuscola location business hours. 3. Ensure that customers receive prompt and courteous service. 4. Answer phone inquiries. 5. Balance drawer cash and vault cash. 6. Run teller transactions accurately and efficiently. 7. Process night drop deposits. 8. Approve checks within limits. 9. Assist customers in resolving account related problems. 10. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customers needs. 11. Assist customers by opening new accounts. 12. Give out appropriate loan applications. 13. Cross-sell products to customers. 14. Issue and redeem certificates of deposit. 15. Stay within compliance guidelines when opening and closing all accounts. 16. Order ATM/Debit cards and update information, activate, etc. 17. Process check orders/re-orders for customers with products for personal and business purposes. 18. Order and stock adequate supplies. 19. Attend bank meetings and educational seminars as required. 20. Maintain over and short reports and transaction reports. 21. Ship and order currency and coin from Fed. 22. Scan and balance transaction in the proof program. 23. Promote TrustBanks Values and Service Standards. 24. Assist with monthly reports 25. Represent TrustBank at community functions 26. Provide support to Branch Manager and Market President 27. Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position, working 40-hours per week. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $17 - $20/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidates qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our banks career page. DISCLOSURES Trust Bank recognizes that people are our banks strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: July 30, 2025 Requirements: EDUCATION and/or EXPERIENCE Must have high school education and be able to master on-the-job training requirements. Prior retail banking experience is desired but not necessary. REQUIRED SKILLS AND ABILITIES Experience in sales, relationship management, and cross selling skills are desired. Must be proactive thinking, be able to learn compliance, product knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. TECHNICAL SKILLS Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the banks data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment. Compensation details: 17-20 Hourly Wage PIe1ccf8e7fd79-8655
12/05/2025
Full time
Description: JOB TITLE: UNIVERSAL BANKER DEPARTMENT: TUSCOLA REPORTS TO: BRANCH MANAGER FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Perform a full range of banking services to individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and directing them to the appropriate department or person. Other duties include providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch needs. Communicate effectively with current and prospective customers. Project a professional image for TrustBank by providing exceptional customer service at all times. DUTIES AND RESPONSIBILITIES 1. Open and close bank when needed. 2. Remain flexible to scheduling needs during all Tuscola location business hours. 3. Ensure that customers receive prompt and courteous service. 4. Answer phone inquiries. 5. Balance drawer cash and vault cash. 6. Run teller transactions accurately and efficiently. 7. Process night drop deposits. 8. Approve checks within limits. 9. Assist customers in resolving account related problems. 10. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customers needs. 11. Assist customers by opening new accounts. 12. Give out appropriate loan applications. 13. Cross-sell products to customers. 14. Issue and redeem certificates of deposit. 15. Stay within compliance guidelines when opening and closing all accounts. 16. Order ATM/Debit cards and update information, activate, etc. 17. Process check orders/re-orders for customers with products for personal and business purposes. 18. Order and stock adequate supplies. 19. Attend bank meetings and educational seminars as required. 20. Maintain over and short reports and transaction reports. 21. Ship and order currency and coin from Fed. 22. Scan and balance transaction in the proof program. 23. Promote TrustBanks Values and Service Standards. 24. Assist with monthly reports 25. Represent TrustBank at community functions 26. Provide support to Branch Manager and Market President 27. Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position, working 40-hours per week. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $17 - $20/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidates qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our banks career page. DISCLOSURES Trust Bank recognizes that people are our banks strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: July 30, 2025 Requirements: EDUCATION and/or EXPERIENCE Must have high school education and be able to master on-the-job training requirements. Prior retail banking experience is desired but not necessary. REQUIRED SKILLS AND ABILITIES Experience in sales, relationship management, and cross selling skills are desired. Must be proactive thinking, be able to learn compliance, product knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. TECHNICAL SKILLS Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the banks data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment. Compensation details: 17-20 Hourly Wage PIe1ccf8e7fd79-8655
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
12/05/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
12/05/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
12/05/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests. Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PId7f3dd5-
12/05/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests. Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PId7f3dd5-
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. UNIVERSAL BANKER I (BANK TELLER) POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. This is not a remote position SCHEDULE: Full-time role 8:00 a.m. to 5:00 p.m. Monday through Friday Additional or different hours may be necessary as business needs warrant BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) UNIVERSAL BANKER I (BANK TELLER) ESSENTIAL DUTIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions. Build relationships with customers by identifying needs and offering solutions. Provide accurate information to customers based on product and service knowledge and understanding of the banking industry. Frequently communicate with customers and employees in person or by phone and exchange accurate information in these situations. Sell, open, and maintain banking products and services to new and existing customers. Cross sell bank products as part of the regular transaction process. Proficient in customer account opening, maintenance, and closing accounts (including checking, savings, CDs and safe deposit boxes). Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes. Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions). Maintain a balanced cash drawer. Perform ATM/ITM duties in applicable markets. Meet or exceed all established branch goals and contribute to branch deposit growth. Requirements: UNIVERSAL BANKER I (BANK TELLER) ROLE QUALIFICATIONS: Education High school diploma or equivalent required Experience Accounting or banking experience encouraged Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills Ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Ability to multi-task in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Be able to work flexible hours and shifts Must have a valid driver's license and reliable transportation PM21 PId0111c35e6e2-2175
12/05/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. UNIVERSAL BANKER I (BANK TELLER) POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. This is not a remote position SCHEDULE: Full-time role 8:00 a.m. to 5:00 p.m. Monday through Friday Additional or different hours may be necessary as business needs warrant BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) UNIVERSAL BANKER I (BANK TELLER) ESSENTIAL DUTIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions. Build relationships with customers by identifying needs and offering solutions. Provide accurate information to customers based on product and service knowledge and understanding of the banking industry. Frequently communicate with customers and employees in person or by phone and exchange accurate information in these situations. Sell, open, and maintain banking products and services to new and existing customers. Cross sell bank products as part of the regular transaction process. Proficient in customer account opening, maintenance, and closing accounts (including checking, savings, CDs and safe deposit boxes). Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes. Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions). Maintain a balanced cash drawer. Perform ATM/ITM duties in applicable markets. Meet or exceed all established branch goals and contribute to branch deposit growth. Requirements: UNIVERSAL BANKER I (BANK TELLER) ROLE QUALIFICATIONS: Education High school diploma or equivalent required Experience Accounting or banking experience encouraged Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills Ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Ability to multi-task in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Be able to work flexible hours and shifts Must have a valid driver's license and reliable transportation PM21 PId0111c35e6e2-2175
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step. As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services. The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more! This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience. After one year in the Commercial Loan Officer role, you'll know you are successful if: You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules. You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts. You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied. You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union. Essential Duties of the Commercial Loan/Commercial Banker Officer Include : Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base. Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products. Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements. Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters. Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing. Other duties outlined in full job description Requirements Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Salary Description $63,000 to $90,000 base salary plus commission
12/05/2025
Full time
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step. As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services. The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more! This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience. After one year in the Commercial Loan Officer role, you'll know you are successful if: You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules. You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts. You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied. You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union. Essential Duties of the Commercial Loan/Commercial Banker Officer Include : Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base. Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products. Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements. Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters. Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing. Other duties outlined in full job description Requirements Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Salary Description $63,000 to $90,000 base salary plus commission
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step. As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services. The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more! This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience. After one year in the Commercial Loan Officer role, you'll know you are successful if: You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules. You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts. You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied. You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union. Essential Duties of the Commercial Loan/Commercial Banker Officer Include : Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base. Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products. Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements. Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters. Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing. Other duties outlined in full job description Requirements Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Salary Description $63,000 to $90,000 base salary plus commission
12/04/2025
Full time
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step. As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services. The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more! This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience. After one year in the Commercial Loan Officer role, you'll know you are successful if: You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules. You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts. You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied. You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union. Essential Duties of the Commercial Loan/Commercial Banker Officer Include : Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base. Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products. Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements. Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters. Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing. Other duties outlined in full job description Requirements Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Salary Description $63,000 to $90,000 base salary plus commission
Relationship Banker II Relationship Banker II DEPARTMENT: Deposit Administration-Retail Department REPORTS TO: Assistant Banking Center Manager/Banking Center Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours. Saturday rotation required. SUMMARY: This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services, in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. Must have the ability to perform vault functions and the ability to open new personal accounts. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides and recognizes selling and referral opportunities. Operates a cash drawer daily. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associates in business or related field preferred Attend and complete Field & Main University courses Prior banking experience Minimum of six months (6) experience in cash handling/teller experience Good understanding of financial products and services Complete new account training Excellent sales, interpersonal, communication and organization skills Above average computer and keyboard skills ESSENTIAL DUTIES & RESPONSIBILITIES: Performs all teller functions as a Relationship Banker I. Prioritizes and makes on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud. Answers basic customer inquiries regarding interest rates, service charges, and account histories, while complying with disclosure requirements, regulations, and consumer privacy policies. Knowledgeable in products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to refer customers to the proper department for issues that cannot be resolved in retail. Identifies and attempts to correct any discrepancies found in customer information files (CIF). Assists in opening and closing of vault and night depository. Balances cash drawer daily. Balances TCR daily. Researches any outages and reports any unresolved discrepancies to supervisor. Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act. Opens and closes the bank by following established security procedures. Proficient in the bank's software used to print instant issue debit cards. Interacts with consumers using the chat feature, answering questions and providing solutions in a professional manner. Provides a complete range of customer service functions, including opening new accounts; checking, savings, and certificate of deposits. Explains available products and services and collect customer information to satisfy the Customer Information Program (CIP). Proactively prospects for new business. Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists. Participates in sales, service, and product training meetings. Proficient with vault responsibilities for the banking center. Follows policies and procedures related to retail areas. Lives and represents the Field & Main culture and brand. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers, conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance. Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. Adherence to Policies & Procedures - Understands the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled PIee47b5-
12/04/2025
Full time
Relationship Banker II Relationship Banker II DEPARTMENT: Deposit Administration-Retail Department REPORTS TO: Assistant Banking Center Manager/Banking Center Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours. Saturday rotation required. SUMMARY: This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services, in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. Must have the ability to perform vault functions and the ability to open new personal accounts. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides and recognizes selling and referral opportunities. Operates a cash drawer daily. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associates in business or related field preferred Attend and complete Field & Main University courses Prior banking experience Minimum of six months (6) experience in cash handling/teller experience Good understanding of financial products and services Complete new account training Excellent sales, interpersonal, communication and organization skills Above average computer and keyboard skills ESSENTIAL DUTIES & RESPONSIBILITIES: Performs all teller functions as a Relationship Banker I. Prioritizes and makes on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud. Answers basic customer inquiries regarding interest rates, service charges, and account histories, while complying with disclosure requirements, regulations, and consumer privacy policies. Knowledgeable in products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to refer customers to the proper department for issues that cannot be resolved in retail. Identifies and attempts to correct any discrepancies found in customer information files (CIF). Assists in opening and closing of vault and night depository. Balances cash drawer daily. Balances TCR daily. Researches any outages and reports any unresolved discrepancies to supervisor. Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act. Opens and closes the bank by following established security procedures. Proficient in the bank's software used to print instant issue debit cards. Interacts with consumers using the chat feature, answering questions and providing solutions in a professional manner. Provides a complete range of customer service functions, including opening new accounts; checking, savings, and certificate of deposits. Explains available products and services and collect customer information to satisfy the Customer Information Program (CIP). Proactively prospects for new business. Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists. Participates in sales, service, and product training meetings. Proficient with vault responsibilities for the banking center. Follows policies and procedures related to retail areas. Lives and represents the Field & Main culture and brand. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers, conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance. Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. Adherence to Policies & Procedures - Understands the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled PIee47b5-
Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests. Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI4a8f2f16d5-
12/04/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests. Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI4a8f2f16d5-
Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests. Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIae1cccfc713b-4098
12/04/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests. Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIae1cccfc713b-4098
Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests. Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI79449a62fad2-9257
12/04/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests. Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 3-5 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI79449a62fad2-9257
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. . click apply for full job details
12/04/2025
Full time
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. . click apply for full job details
Description: Join Our Team at United Valley Bank! Now Hiring: Full-Time Universal Banker Crookston, MN Are you passionate about people, problem-solving, and making a real difference in your community? At United Valley Bank, were more than just a bank were your partner in success. And right now, were looking for someone to join our team as a Full-Time Universal Banker in Crookston, MN. What Youll Be Doing: Be the first point of contact for customers delivering friendly, personalized service Handle deposits, withdrawals, and account transactions with accuracy and efficiency Promote banking products and services that benefit our customers financial well-being Maintain a secure, organized workspace and ensure compliance with banking regulations Balance your cash drawer and prepare end-of-day reports Act as a knowledgeable resource and go-to support for our valued customers What Were Looking For: A people-person with strong communication skills and a positive attitude Someone who thrives in a fast-paced environment and enjoys learning new things Trustworthy and detail-oriented with excellent math and problem-solving abilities Passion for delivering great service and building customer loyalty What Youll Need: High school diploma or equivalent (required) Prior customer service or cash-handling experience (preferred) What We Offer: A supportive, team-oriented workplace that values your contributions Competitive Pay Full benefits package, including: Medical, dental, and vision insurance 401(k) with employer match Paid time off and paid holidays Life and disability insurance Employee banking perks Supportive team environment with opportunities for growth Join a workplace where your efforts matter and your growth is supported. At United Valley Bank, were building something special and wed love for you to be part of it. Requirements: PI7a38e670ce7e-8311
12/03/2025
Full time
Description: Join Our Team at United Valley Bank! Now Hiring: Full-Time Universal Banker Crookston, MN Are you passionate about people, problem-solving, and making a real difference in your community? At United Valley Bank, were more than just a bank were your partner in success. And right now, were looking for someone to join our team as a Full-Time Universal Banker in Crookston, MN. What Youll Be Doing: Be the first point of contact for customers delivering friendly, personalized service Handle deposits, withdrawals, and account transactions with accuracy and efficiency Promote banking products and services that benefit our customers financial well-being Maintain a secure, organized workspace and ensure compliance with banking regulations Balance your cash drawer and prepare end-of-day reports Act as a knowledgeable resource and go-to support for our valued customers What Were Looking For: A people-person with strong communication skills and a positive attitude Someone who thrives in a fast-paced environment and enjoys learning new things Trustworthy and detail-oriented with excellent math and problem-solving abilities Passion for delivering great service and building customer loyalty What Youll Need: High school diploma or equivalent (required) Prior customer service or cash-handling experience (preferred) What We Offer: A supportive, team-oriented workplace that values your contributions Competitive Pay Full benefits package, including: Medical, dental, and vision insurance 401(k) with employer match Paid time off and paid holidays Life and disability insurance Employee banking perks Supportive team environment with opportunities for growth Join a workplace where your efforts matter and your growth is supported. At United Valley Bank, were building something special and wed love for you to be part of it. Requirements: PI7a38e670ce7e-8311
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Kent Branchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. Friday 8:30 a.m.- 5:45 p.m Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Kent, WA. Base Salary Range: Level I -$20.00- $23.84 - $28.61per hour Level II -$20.50 - $25.62 - $30.75per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required. Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
12/03/2025
Full time
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Kent Branchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. Friday 8:30 a.m.- 5:45 p.m Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Kent, WA. Base Salary Range: Level I -$20.00- $23.84 - $28.61per hour Level II -$20.50 - $25.62 - $30.75per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required. Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
Description: Who We Are : FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position : The Territory Sales Manager is responsible for driving the growth of FFB Bank's merchant services by acquiring new business and supporting existing clients. This role combines proactive territory development with close collaboration across bank departments to generate qualified referrals. As a subject matter expert in merchant services, the Territory Sales Manager provides consultative guidance and ongoing support to ensure a high level of client satisfaction. This is a high-impact role with strong growth potential in a performance-driven environment. This position offers a market-competitive base salary, complemented by a structured ramp-up bonus designed to reward early performance and accelerate long-term success. Additional compensation includes one-time payouts, quarterly bonuses, and profit share, with clear opportunities for career growth based on performance Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business. Utilizes CRM tools (e.g., IRIS CRM, Salesforce, HubSpot) to manage pipeline and client interactions. Prepares proposals and performs sales presentations and product training at client locations. Prepares client implementation documents. Prepares and maintains client files. Performs follow up with Merchant Services referrals from bank employees. Provides telephone support and acts as primary customer service contact for Merchant Services customers to assist with general account inquiries, technical support, billing, and any other special requests. Monitors portfolio reports (low volume, no activity, inventory record). Acts as liaison to branch staff with qualifying Merchant services prospects and joins them in sales activities to generate new business (call blocks, outbound visits, Bank huddles). Performs pricing review of regional competitors, maintains prospect database and monthly sales reports tracking on-going activity. Performs periodic portfolio reviews to identify revenue opportunities. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75% including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 3-5 years of related experience in banking, merchant services sales, or relevant industry required. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services as well as strong understanding of federal compliance regulations preferred. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Experience with CRM's and Payment Gateways preferred. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experience with digital onboarding tools or virtual sales platforms. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Strong teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams. Ability to take initiative and impact change within the Bank through consensus building and conflict resolution. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. Capable of managing multiple priorities and meeting deadlines in a dynamic environment. Ability to work independently with minimal supervision and as part of a team. Proven ability to adapt to changing priorities and procedures. Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities. Compensation details: 0 Yearly Salary PI1afb5-
12/03/2025
Full time
Description: Who We Are : FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position : The Territory Sales Manager is responsible for driving the growth of FFB Bank's merchant services by acquiring new business and supporting existing clients. This role combines proactive territory development with close collaboration across bank departments to generate qualified referrals. As a subject matter expert in merchant services, the Territory Sales Manager provides consultative guidance and ongoing support to ensure a high level of client satisfaction. This is a high-impact role with strong growth potential in a performance-driven environment. This position offers a market-competitive base salary, complemented by a structured ramp-up bonus designed to reward early performance and accelerate long-term success. Additional compensation includes one-time payouts, quarterly bonuses, and profit share, with clear opportunities for career growth based on performance Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business. Utilizes CRM tools (e.g., IRIS CRM, Salesforce, HubSpot) to manage pipeline and client interactions. Prepares proposals and performs sales presentations and product training at client locations. Prepares client implementation documents. Prepares and maintains client files. Performs follow up with Merchant Services referrals from bank employees. Provides telephone support and acts as primary customer service contact for Merchant Services customers to assist with general account inquiries, technical support, billing, and any other special requests. Monitors portfolio reports (low volume, no activity, inventory record). Acts as liaison to branch staff with qualifying Merchant services prospects and joins them in sales activities to generate new business (call blocks, outbound visits, Bank huddles). Performs pricing review of regional competitors, maintains prospect database and monthly sales reports tracking on-going activity. Performs periodic portfolio reviews to identify revenue opportunities. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75% including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 3-5 years of related experience in banking, merchant services sales, or relevant industry required. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services as well as strong understanding of federal compliance regulations preferred. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Experience with CRM's and Payment Gateways preferred. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experience with digital onboarding tools or virtual sales platforms. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Strong teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams. Ability to take initiative and impact change within the Bank through consensus building and conflict resolution. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. Capable of managing multiple priorities and meeting deadlines in a dynamic environment. Ability to work independently with minimal supervision and as part of a team. Proven ability to adapt to changing priorities and procedures. Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities. Compensation details: 0 Yearly Salary PI1afb5-
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. . click apply for full job details
12/03/2025
Full time
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. . click apply for full job details