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personal banker
Personal Banker I
Civista Bank Sandusky, Ohio
Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I 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. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. 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. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: 2-3 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. PIb8ef844865a2-6700
12/18/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I 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. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. 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. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: 2-3 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. PIb8ef844865a2-6700
Private Banking
Civista Bank Sandusky, Ohio
Civista Bank Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; sell investment products and provide financial advice (Series 7 and Series 63 licenses preferred), or refer client to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. 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. PI7e2d7431df11-3686
12/18/2025
Full time
Civista Bank Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; sell investment products and provide financial advice (Series 7 and Series 63 licenses preferred), or refer client to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. 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. PI7e2d7431df11-3686
Personal Banker I
Civista Bank Sandusky, Ohio
Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I 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. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. 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. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: 2-3 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. PIb124f22da5-
12/18/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I 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. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. 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. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: 2-3 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. PIb124f22da5-
Personal Banker
First Convenience Bank Mesa, Arizona
Job Description Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may require in-store aisle prospecting Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash carefully to guard against acceptance of counterfeit checks and identification Enter transactions into computer and issue customer receipts Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit Process western union wires and cash advances Cross-sell bank services and products Provide bank services to a diverse customer base, including a large Spanish speaking population Perform other tasks requested by supervisors as they relate to the bank and its functions Regular and predictable attendance and punctuality Approval limits will be based upon established authority levels Environmental and Physical Requirements: Required to stand or walk for extended periods of time dependent upon branch location Ability to work in a high volume, stressful and noisy environment Schedules are prepared based on business need and subject to change at any time Operate a computer and other office machinery Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
12/17/2025
Full time
Job Description Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may require in-store aisle prospecting Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash carefully to guard against acceptance of counterfeit checks and identification Enter transactions into computer and issue customer receipts Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit Process western union wires and cash advances Cross-sell bank services and products Provide bank services to a diverse customer base, including a large Spanish speaking population Perform other tasks requested by supervisors as they relate to the bank and its functions Regular and predictable attendance and punctuality Approval limits will be based upon established authority levels Environmental and Physical Requirements: Required to stand or walk for extended periods of time dependent upon branch location Ability to work in a high volume, stressful and noisy environment Schedules are prepared based on business need and subject to change at any time Operate a computer and other office machinery Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
Delaware North
Main Banker, Wheeling Island Casino
Delaware North Wheeling, West Virginia
The opportunity Delaware North Gaming is searching for a full-time Main Banker to join our team at Wheeling Island Casino in Wheeling, West Virginia. As a Main Banker, you will be responsible for balancing the vault and accurately counting and reconciling all cashier money bags returned to the vault. If you are looking for a role offering teamwork, excitement, and career growth, apply now. Must be willing to work flexible hours and days Pay $16.35 - $16.35 / hour Information on our comprehensive benefits package can be found at . What we offer We care about our team member s personal and professional well-being. Delaware North provides a benefits package designed to give you the comfort, safety, and security you need to deliver exceptional experiences for our guests. All team members receive benefits including: Weekly pay Employee assistance program Training and development opportunities Employee discounts Flexible work schedules Eligible team members may also receive: health, dental, and vision insurance, 401(k) with company match, paid vacation days and holidays, paid parental bonding leave, and tuition and/or professional certification reimbursement. What will you do? Verify and accept funds from the drop and count staff Prepare cashier moneybags for upcoming shifts and balance all proceeds on the table at the end of the shift Deliver cash draws of money to cage supervisors as needed Maintain an accurate cash balance and prepare daily bank deposits Train team members on proper procedures and ensure that all state, company, and departmental regulations are being followed at all times More about you At least 21 years of age Minimum of 1-2 years of experience in cash handling required High school diploma or GED required, associate degree preferred Ability to obtain and maintain a state gaming license Intermediate computer skills, including routine data input and record keeping Must be willing to work flexible hours and days Physical requirements Ability to lift to 30 pounds frequently Must be able to stand for extended periods of time Shift details Days Evenings Holidays Weekends M-F Who we are Wheeling Island Hotel-Casino-Racetrack in Wheeling, West Virginia, is a Delaware North-owned-and-operated regional gaming destination featuring 1,300 electronic gaming machines, 22 table games, live greyhound racing, and simulcast wagering. Wheeling Island also features a 151-room hotel, many dining options, and a 1,000-seat showroom. Our business is all about people, and that includes you. At Delaware North, you re not just part of a team you re part of a global legacy: a family-owned company with 100+ years of history behind it. Our operations span the world, offering you unique paths to growth and success. Who says you can't love where you work? With jobs in iconic sports arenas, stunning national parks, exciting casinos, and more, we pride ourselves on giving the world great times in great places. And whether you're interested in restaurants, hotels, sports, gaming, operations, or retail, part-time or full-time, we're invested in helping you achieve your career goals. Together, we're shaping the future of hospitality - come grow with us! Delaware North, along with its subsidiaries, is an equal opportunity employer, showcasing job opportunities and considering applicants for all positions without regard to race, color, religion, sex, gender identity, national origin, age, disability, protected veteran status, sexual orientation, or any other legally protected status. $16.35 - $16.35 / hour
12/17/2025
Full time
The opportunity Delaware North Gaming is searching for a full-time Main Banker to join our team at Wheeling Island Casino in Wheeling, West Virginia. As a Main Banker, you will be responsible for balancing the vault and accurately counting and reconciling all cashier money bags returned to the vault. If you are looking for a role offering teamwork, excitement, and career growth, apply now. Must be willing to work flexible hours and days Pay $16.35 - $16.35 / hour Information on our comprehensive benefits package can be found at . What we offer We care about our team member s personal and professional well-being. Delaware North provides a benefits package designed to give you the comfort, safety, and security you need to deliver exceptional experiences for our guests. All team members receive benefits including: Weekly pay Employee assistance program Training and development opportunities Employee discounts Flexible work schedules Eligible team members may also receive: health, dental, and vision insurance, 401(k) with company match, paid vacation days and holidays, paid parental bonding leave, and tuition and/or professional certification reimbursement. What will you do? Verify and accept funds from the drop and count staff Prepare cashier moneybags for upcoming shifts and balance all proceeds on the table at the end of the shift Deliver cash draws of money to cage supervisors as needed Maintain an accurate cash balance and prepare daily bank deposits Train team members on proper procedures and ensure that all state, company, and departmental regulations are being followed at all times More about you At least 21 years of age Minimum of 1-2 years of experience in cash handling required High school diploma or GED required, associate degree preferred Ability to obtain and maintain a state gaming license Intermediate computer skills, including routine data input and record keeping Must be willing to work flexible hours and days Physical requirements Ability to lift to 30 pounds frequently Must be able to stand for extended periods of time Shift details Days Evenings Holidays Weekends M-F Who we are Wheeling Island Hotel-Casino-Racetrack in Wheeling, West Virginia, is a Delaware North-owned-and-operated regional gaming destination featuring 1,300 electronic gaming machines, 22 table games, live greyhound racing, and simulcast wagering. Wheeling Island also features a 151-room hotel, many dining options, and a 1,000-seat showroom. Our business is all about people, and that includes you. At Delaware North, you re not just part of a team you re part of a global legacy: a family-owned company with 100+ years of history behind it. Our operations span the world, offering you unique paths to growth and success. Who says you can't love where you work? With jobs in iconic sports arenas, stunning national parks, exciting casinos, and more, we pride ourselves on giving the world great times in great places. And whether you're interested in restaurants, hotels, sports, gaming, operations, or retail, part-time or full-time, we're invested in helping you achieve your career goals. Together, we're shaping the future of hospitality - come grow with us! Delaware North, along with its subsidiaries, is an equal opportunity employer, showcasing job opportunities and considering applicants for all positions without regard to race, color, religion, sex, gender identity, national origin, age, disability, protected veteran status, sexual orientation, or any other legally protected status. $16.35 - $16.35 / hour
Personal Banker
First Convenience Bank Katy, Texas
Job Description Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may require in-store aisle prospecting Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash carefully to guard against acceptance of counterfeit checks and identification Enter transactions into computer and issue customer receipts Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit Process western union wires and cash advances Cross-sell bank services and products Provide bank services to a diverse customer base, including a large Spanish speaking population Perform other tasks requested by supervisors as they relate to the bank and its functions Regular and predictable attendance and punctuality Approval limits will be based upon established authority levels Environmental and Physical Requirements: Required to stand or walk for extended periods of time dependent upon branch location Ability to work in a high volume, stressful and noisy environment Schedules are prepared based on business need and subject to change at any time Operate a computer and other office machinery Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
12/17/2025
Full time
Job Description Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may require in-store aisle prospecting Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash carefully to guard against acceptance of counterfeit checks and identification Enter transactions into computer and issue customer receipts Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit Process western union wires and cash advances Cross-sell bank services and products Provide bank services to a diverse customer base, including a large Spanish speaking population Perform other tasks requested by supervisors as they relate to the bank and its functions Regular and predictable attendance and punctuality Approval limits will be based upon established authority levels Environmental and Physical Requirements: Required to stand or walk for extended periods of time dependent upon branch location Ability to work in a high volume, stressful and noisy environment Schedules are prepared based on business need and subject to change at any time Operate a computer and other office machinery Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
Personal Banker I
Civista Bank Spencer, Ohio
Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I 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. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. 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. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: 2-3 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. PIa77689b2a5-
12/17/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I 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. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. 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. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: 2-3 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. PIa77689b2a5-
Personal Banker
Civista Bank Norwalk, Ohio
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB 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: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: Customer service, sales, and cash handling experience preferred. 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. PIaab5be59ab86-5971
12/16/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB 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: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: Customer service, sales, and cash handling experience preferred. 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. PIaab5be59ab86-5971
Delaware North
Main Banker, Wheeling Island Casino
Delaware North Wheeling, West Virginia
The opportunity Delaware North Gaming is searching for a full-time Main Banker to join our team at Wheeling Island Casino in Wheeling, West Virginia. As a Main Banker, you will be responsible for balancing the vault and accurately counting and reconciling all cashier money bags returned to the vault. If you are looking for a role offering teamwork, excitement, and career growth, apply now. Must be willing to work flexible hours and days Pay $16.35 - $16.35 / hour Information on our comprehensive benefits package can be found at . What we offer We care about our team member s personal and professional well-being. Delaware North provides a benefits package designed to give you the comfort, safety, and security you need to deliver exceptional experiences for our guests. All team members receive benefits including: Weekly pay Employee assistance program Training and development opportunities Employee discounts Flexible work schedules Eligible team members may also receive: health, dental, and vision insurance, 401(k) with company match, paid vacation days and holidays, paid parental bonding leave, and tuition and/or professional certification reimbursement. What will you do? Verify and accept funds from the drop and count staff Prepare cashier moneybags for upcoming shifts and balance all proceeds on the table at the end of the shift Deliver cash draws of money to cage supervisors as needed Maintain an accurate cash balance and prepare daily bank deposits Train team members on proper procedures and ensure that all state, company, and departmental regulations are being followed at all times More about you At least 21 years of age Minimum of 1-2 years of experience in cash handling required High school diploma or GED required, associate degree preferred Ability to obtain and maintain a state gaming license Intermediate computer skills, including routine data input and record keeping Must be willing to work flexible hours and days Physical requirements Ability to lift to 30 pounds frequently Must be able to stand for extended periods of time Shift details Days Evenings Holidays Weekends M-F Who we are Wheeling Island Hotel-Casino-Racetrack in Wheeling, West Virginia, is a Delaware North-owned-and-operated regional gaming destination featuring 1,300 electronic gaming machines, 22 table games, live greyhound racing, and simulcast wagering. Wheeling Island also features a 151-room hotel, many dining options, and a 1,000-seat showroom. Our business is all about people, and that includes you. At Delaware North, you re not just part of a team you re part of a global legacy: a family-owned company with 100+ years of history behind it. Our operations span the world, offering you unique paths to growth and success. Who says you can't love where you work? With jobs in iconic sports arenas, stunning national parks, exciting casinos, and more, we pride ourselves on giving the world great times in great places. And whether you're interested in restaurants, hotels, sports, gaming, operations, or retail, part-time or full-time, we're invested in helping you achieve your career goals. Together, we're shaping the future of hospitality - come grow with us! Delaware North, along with its subsidiaries, is an equal opportunity employer, showcasing job opportunities and considering applicants for all positions without regard to race, color, religion, sex, gender identity, national origin, age, disability, protected veteran status, sexual orientation, or any other legally protected status. $16.35 - $16.35 / hour
12/15/2025
Full time
The opportunity Delaware North Gaming is searching for a full-time Main Banker to join our team at Wheeling Island Casino in Wheeling, West Virginia. As a Main Banker, you will be responsible for balancing the vault and accurately counting and reconciling all cashier money bags returned to the vault. If you are looking for a role offering teamwork, excitement, and career growth, apply now. Must be willing to work flexible hours and days Pay $16.35 - $16.35 / hour Information on our comprehensive benefits package can be found at . What we offer We care about our team member s personal and professional well-being. Delaware North provides a benefits package designed to give you the comfort, safety, and security you need to deliver exceptional experiences for our guests. All team members receive benefits including: Weekly pay Employee assistance program Training and development opportunities Employee discounts Flexible work schedules Eligible team members may also receive: health, dental, and vision insurance, 401(k) with company match, paid vacation days and holidays, paid parental bonding leave, and tuition and/or professional certification reimbursement. What will you do? Verify and accept funds from the drop and count staff Prepare cashier moneybags for upcoming shifts and balance all proceeds on the table at the end of the shift Deliver cash draws of money to cage supervisors as needed Maintain an accurate cash balance and prepare daily bank deposits Train team members on proper procedures and ensure that all state, company, and departmental regulations are being followed at all times More about you At least 21 years of age Minimum of 1-2 years of experience in cash handling required High school diploma or GED required, associate degree preferred Ability to obtain and maintain a state gaming license Intermediate computer skills, including routine data input and record keeping Must be willing to work flexible hours and days Physical requirements Ability to lift to 30 pounds frequently Must be able to stand for extended periods of time Shift details Days Evenings Holidays Weekends M-F Who we are Wheeling Island Hotel-Casino-Racetrack in Wheeling, West Virginia, is a Delaware North-owned-and-operated regional gaming destination featuring 1,300 electronic gaming machines, 22 table games, live greyhound racing, and simulcast wagering. Wheeling Island also features a 151-room hotel, many dining options, and a 1,000-seat showroom. Our business is all about people, and that includes you. At Delaware North, you re not just part of a team you re part of a global legacy: a family-owned company with 100+ years of history behind it. Our operations span the world, offering you unique paths to growth and success. Who says you can't love where you work? With jobs in iconic sports arenas, stunning national parks, exciting casinos, and more, we pride ourselves on giving the world great times in great places. And whether you're interested in restaurants, hotels, sports, gaming, operations, or retail, part-time or full-time, we're invested in helping you achieve your career goals. Together, we're shaping the future of hospitality - come grow with us! Delaware North, along with its subsidiaries, is an equal opportunity employer, showcasing job opportunities and considering applicants for all positions without regard to race, color, religion, sex, gender identity, national origin, age, disability, protected veteran status, sexual orientation, or any other legally protected status. $16.35 - $16.35 / hour
Universal Banker I (Bank Teller)
Availa Bank Sioux City, Iowa
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 Requirements: 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. 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 PI6e11ff7476ef-6236
12/14/2025
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 Requirements: 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. 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 PI6e11ff7476ef-6236
Trust Officer
City National Bank Wilmington, Delaware
TRUST OFFICER WHAT IS THE OPPORTUNITY? Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure proposed new relationships are within CNB's risk appetite and can be managed without issue. WHAT WILL YOU DO? Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of governing documents, local law or Court Order under which authority is conferred. Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. Oversee annual administrative review of Trust accounts. Check files for correct forms, codes, review payments and transactions for accuracy. Review Trust Document to ensure documents are in compliance. Analyze anticipated income to ensure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. Obtain missing documents from clients. Produce and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax payments between principal and income and maintain tax calendars. Communicate with Tax Vendor and external accountants. Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate. Review and submit proposals for consideration, direction and approval. Work with appropriate colleagues to develop investment strategies. Oversee distribution of client's assets upon termination of accounts. Respond to clients, advisors, and intermediaries regarding the administration and maintenance of accounts Maintain a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity. Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Perform a legal and administrative review of all potential new business. Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the necessary information and documentation to ensure we understand the risk and other issues associated with new opportunities (e.g., agreements, fee schedules, transfer directions, receipt of assets, reporting correct cost basis and tax acquisition dates, missing form and signatures, etc.). Build strong relationships with key COI's, Bankers, and Financial Advisors. Work with external advisors and attorneys to expand trust's brand and garner larger market share within region. Set proper expectations with all internal and external partners around timing and progress of new opportunity. Serve as a point of escalation for problem resolution. Manage risk to ensure all relationships are within CNB's risk appetite. Provide regular tracking for review of new business activities. Meet regularly with existing income beneficiaries and remaindermen to profile clients and eventual retention of distributing trusts. Follow appropriate Regulation 9 process. Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent 8 years of experience in a financial or legal services organization 8 years of experience in trust administration Additional Qualifications Bachelor's Degree 10 years of experience in trust administration Microsoft Office (Word, Excel & PowerPoint) JD, LLM or other legal designation/degree preferred Completion of Trust Certificate and/or CTFA preferred WHAT'S IN IT FOR YOU? Compensation Starting base salary: $100,268 - $170,765 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
12/13/2025
Full time
TRUST OFFICER WHAT IS THE OPPORTUNITY? Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure proposed new relationships are within CNB's risk appetite and can be managed without issue. WHAT WILL YOU DO? Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of governing documents, local law or Court Order under which authority is conferred. Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. Oversee annual administrative review of Trust accounts. Check files for correct forms, codes, review payments and transactions for accuracy. Review Trust Document to ensure documents are in compliance. Analyze anticipated income to ensure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. Obtain missing documents from clients. Produce and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax payments between principal and income and maintain tax calendars. Communicate with Tax Vendor and external accountants. Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate. Review and submit proposals for consideration, direction and approval. Work with appropriate colleagues to develop investment strategies. Oversee distribution of client's assets upon termination of accounts. Respond to clients, advisors, and intermediaries regarding the administration and maintenance of accounts Maintain a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity. Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Perform a legal and administrative review of all potential new business. Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the necessary information and documentation to ensure we understand the risk and other issues associated with new opportunities (e.g., agreements, fee schedules, transfer directions, receipt of assets, reporting correct cost basis and tax acquisition dates, missing form and signatures, etc.). Build strong relationships with key COI's, Bankers, and Financial Advisors. Work with external advisors and attorneys to expand trust's brand and garner larger market share within region. Set proper expectations with all internal and external partners around timing and progress of new opportunity. Serve as a point of escalation for problem resolution. Manage risk to ensure all relationships are within CNB's risk appetite. Provide regular tracking for review of new business activities. Meet regularly with existing income beneficiaries and remaindermen to profile clients and eventual retention of distributing trusts. Follow appropriate Regulation 9 process. Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent 8 years of experience in a financial or legal services organization 8 years of experience in trust administration Additional Qualifications Bachelor's Degree 10 years of experience in trust administration Microsoft Office (Word, Excel & PowerPoint) JD, LLM or other legal designation/degree preferred Completion of Trust Certificate and/or CTFA preferred WHAT'S IN IT FOR YOU? Compensation Starting base salary: $100,268 - $170,765 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Director of Commercial Lending
Propel Financial Services Dallas, Texas
Primary Responsibilities Loan Origination & Business Development Proactively source, originate, and close commercial real estate loans under $3 million. Identify and qualify potential borrowers through direct outreach, existing client relationships, and referral partnerships. Cultivate and expand referral networks with bankers, loan brokers, hard money lenders, and other financial institutions. Stay informed on market trends, competitor loan products, and lending regulations to position Propel as a leader in the industry. Deal Structuring & Negotiation Screen new loan opportunities and aggressively negotiate with promising prospects to secure favorable deals. Develop creative financing solutions for complex borrower situations. Collaborate with underwriting and credit teams to expedite loan processing and resolve borrower concerns. Pipeline & Process Management Maintain a diverse and active loan pipeline using Salesforce and internal reporting tools. Work closely with underwriting and closing teams to ensure smooth transaction execution and timely closings. Monitor loan performance and borrower relationships post-closing to identify future lending opportunities. Marketing & Outreach Provide strategic direction to the marketing team for email campaigns, lead generation efforts, and brand positioning. Assist in list procurement, development of sales collateral, and targeted marketing efforts to optimize borrower engagement. Required Skills, Education & Experience Experience & Expertise 5-10 years of sales experience in commercial real estate lending. Strong knowledge of commercial real estate loans, including bridge loans, hard money loans, and single-family rental financing. Experience in loan structuring, borrower risk assessment, and alternative financing solutions. Technical & Analytical Skills Proficiency in Salesforce (or other CRM systems), Microsoft Office (Excel, Word, Outlook), and loan origination platforms. Ability to analyze financial statements, property valuations, and risk factors to assess creditworthiness. Soft Skills & Core Competencies Strong sales and negotiation skills with the ability to develop relationships, close deals, and structure financing solutions. Business acumen with an understanding of market trends, competitive positioning, and risk management. Problem-solving and decision-making abilities, particularly in ambiguous situations. Self-motivated with a strong drive for results and ability to meet and exceed goals. Excellent interpersonal and communication skills with the ability to collaborate across internal teams. Education Bachelor's degree in Business, Finance, or a related field preferred. Compensation details: 0 Yearly Salary PIad8ad205728c-8276
12/12/2025
Full time
Primary Responsibilities Loan Origination & Business Development Proactively source, originate, and close commercial real estate loans under $3 million. Identify and qualify potential borrowers through direct outreach, existing client relationships, and referral partnerships. Cultivate and expand referral networks with bankers, loan brokers, hard money lenders, and other financial institutions. Stay informed on market trends, competitor loan products, and lending regulations to position Propel as a leader in the industry. Deal Structuring & Negotiation Screen new loan opportunities and aggressively negotiate with promising prospects to secure favorable deals. Develop creative financing solutions for complex borrower situations. Collaborate with underwriting and credit teams to expedite loan processing and resolve borrower concerns. Pipeline & Process Management Maintain a diverse and active loan pipeline using Salesforce and internal reporting tools. Work closely with underwriting and closing teams to ensure smooth transaction execution and timely closings. Monitor loan performance and borrower relationships post-closing to identify future lending opportunities. Marketing & Outreach Provide strategic direction to the marketing team for email campaigns, lead generation efforts, and brand positioning. Assist in list procurement, development of sales collateral, and targeted marketing efforts to optimize borrower engagement. Required Skills, Education & Experience Experience & Expertise 5-10 years of sales experience in commercial real estate lending. Strong knowledge of commercial real estate loans, including bridge loans, hard money loans, and single-family rental financing. Experience in loan structuring, borrower risk assessment, and alternative financing solutions. Technical & Analytical Skills Proficiency in Salesforce (or other CRM systems), Microsoft Office (Excel, Word, Outlook), and loan origination platforms. Ability to analyze financial statements, property valuations, and risk factors to assess creditworthiness. Soft Skills & Core Competencies Strong sales and negotiation skills with the ability to develop relationships, close deals, and structure financing solutions. Business acumen with an understanding of market trends, competitive positioning, and risk management. Problem-solving and decision-making abilities, particularly in ambiguous situations. Self-motivated with a strong drive for results and ability to meet and exceed goals. Excellent interpersonal and communication skills with the ability to collaborate across internal teams. Education Bachelor's degree in Business, Finance, or a related field preferred. Compensation details: 0 Yearly Salary PIad8ad205728c-8276
Personal Banker Part Time
Civista Bank Milan, Indiana
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB 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: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: Customer service, sales, and cash handling experience preferred. 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. PI89e2128dc5-
12/10/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB 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: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: Customer service, sales, and cash handling experience preferred. 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. PI89e2128dc5-
Personal Banker - Part-Time
Civista Bank Sandusky, Ohio
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB 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: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: Customer service, sales, and cash handling experience preferred. 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. PI2fac407c5-
12/03/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB 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: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: Customer service, sales, and cash handling experience preferred. 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. PI2fac407c5-
Universal Banker I
UNITED VALLEY BANK Crookston, Minnesota
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, we're more than just a bank - we're your partner in success. And right now, we're looking for someone to join our team as a Full-Time Universal Banker in Crookston, MN. What You'll 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 We're 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 You'll 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, we're building something special - and we'd love for you to be part of it. Requirements: PI25592f522ffc-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, we're more than just a bank - we're your partner in success. And right now, we're looking for someone to join our team as a Full-Time Universal Banker in Crookston, MN. What You'll 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 We're 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 You'll 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, we're building something special - and we'd love for you to be part of it. Requirements: PI25592f522ffc-8311
Personal Banker - Part-Time
Civista Bank Norwalk, Ohio
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB 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: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: Customer service, sales, and cash handling experience preferred. 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. PI88d5b1eaf81f-2315
12/02/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB 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: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. 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: Customer service, sales, and cash handling experience preferred. 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. PI88d5b1eaf81f-2315
Vice President, Corporate Controller
John Paul Mitchell Systems Castaic, California
Description: Who We are John Paul Mitchell Systems ("JPMS") is recognized worldwide for developing and marketing innovative hair and skin care products since 1980. We've been serving the professional beauty industry with salon-quality hair care products, styling tools and professional hair color through our family of brands including Paul Mitchell, MITCH, Awapuhi Wild Ginger, Tea Tree, Paul Mitchell Tools, Neuro, The Demi, Paul Mitchell the color, Blonde, and Color XG. We were the first professional hair care company to take a stand against animal testing and continue our strong commitment to giving back, supporting a wide range of philanthropic causes both domestically and internationally. Sustainability has always been a priority, and we are committed to making our company operations climate neutral to preserve the beauty of the world around us. About the Role The Vice President, Corporate Controller is responsible for overseeing the financial operations of the company, ensuring timely and accurate financial reporting, cost control, and compliance with regulations. This role plays a critical part in managing cost accounting, inventory valuation, budgeting and financial planning, and insights to drive operational efficiency and profitability. Additionally, the incumbent will assist executive leadership and other users in making educated economic decisions. The ideal candidate lives in a commutable distance to our Santa Clarita, CA office and to occasionally go to our Santa Monica Office. What You will Do : Team Leadership & Collaboration Manage and mentor accounting staff to support professional growth and departmental efficiency Collaborate with all other departments across the company to provide financial insights to optimize efficiencies, create operating processes and support strategic decision making Accounting & Payroll Oversight Lead and manage the Accounting Department, including General Ledger, Accounts Receivable, Accounts Payable, Payroll, Employee Expense Reporting, and month-end and year-end close Ensure compliance with Generally Accepted Accounting Principles ("GAAP") and regulatory requirements Support ERP system improvements and financial system enhancements Prepare and oversee timely, accurate financial statements, including, but not limited to, income statements, balance sheets, and cash flow reports Ensure payroll manager is able to process semi-monthly payroll by collaborating with department heads to ensure compliance with JPMS policies and procedures Lead annual budgeting process, and support forecasting, and long-term financial planning efforts Analyze variances and provide recommendations for corrective actions Implement and maintain strong internal controls and accounting policies to safeguard company assets Work with external auditors, tax professionals, bankers and regulatory agencies Support ACH and other ad-hoc payroll support needs for payments Requirements: Who You Are: Have a strong work ethic and can-do attitude, leaving a positive impression on everyone you interact with Collaborate seamlessly with cross-functional stakeholders, fostering a cohesive team environment Strong time management skills and able to act with a sense of urgency Highly organized, detail oriented and efficient multitasker Self-starter and thrives in a fast-paced environment with minimal guidance Comfortable wearing many hats and moving fluidly between tasks Utilize relevant industry jargon and terminology consistently in both verbal and written communications Act and propose new ideas and solutions before asked You are positive, upbeat, and friendly-with a can-do attitude and a knack for solving problems Self-described beauty enthusiast, passionate about hair care What You'll Need: High level of integrity and professionalism Strong understanding of GAAP, including cost accounting and inventory management Strong leadership skills with the ability to develop and manage a team of direct reports Hands-on experience with ERP systems serving as subject matter expert in system maintenance and enhancements (Microsoft D365 F&O preferred) Proven ability to analyze cost structures, evaluate variances, and translate data into meaningful business recommendations Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint) Proficiency with Microsoft Power BI Advanced Microsoft Excel skills (VLOOKUP, Pivot tables, etc.) Working knowledge of AI technologies (Co-Pilot, ChatGPT, etc.) and e-commerce platform reporting (Shopify) Advanced knowledge of payroll processing Advanced knowledge of travel and expense reporting and sales tax programs Excellent analytical and problem-solving abilities Excellent communication skills Strong attention to detail and organizational skills Ability to collaborate with cross-functional teams, drive financial discipline and demonstrate an ability to pivot in a dynamic environment Education: Bachelor's degree in Accounting, Business Administration, or related field required Certified Public Accountant or Certified Management Accountant required Experience: 15+ years in progressive accounting roles, with: o 3+ years in public accounting required o 5+ years in a manufacturing or distribution environment required, preferably in consumer-packaged goods industry 7+ years in a leadership role managing and developing people Competitive Compensation: The expected base salary range for this position is $190,000 to $210,000. The exact base salary is determined by various factors including geographic location, experience, skills, and education. Discretionary Bonus Plan: This position is also eligible for participation in the company discretionary bonus plan, based on personal performance and company results. Comprehensive Benefits Package: In addition to base salary, JPMS offers a competitive benefits package to eligible employees, including medical insurance, dental insurance, vision insurance, life insurance, accident insurance, critical illness insurance, disability insurance, retirement savings plans and company match, paid family leave, education-related programs, paid holidays, discretionary vacation time, and more. We are an Equal Opportunity Employer and take pride in a diverse environment. Salary Description $ 190000.00 - $ 210000.00 Compensation details: 00 Yearly Salary PIe50c1d1554e4-2042
12/02/2025
Full time
Description: Who We are John Paul Mitchell Systems ("JPMS") is recognized worldwide for developing and marketing innovative hair and skin care products since 1980. We've been serving the professional beauty industry with salon-quality hair care products, styling tools and professional hair color through our family of brands including Paul Mitchell, MITCH, Awapuhi Wild Ginger, Tea Tree, Paul Mitchell Tools, Neuro, The Demi, Paul Mitchell the color, Blonde, and Color XG. We were the first professional hair care company to take a stand against animal testing and continue our strong commitment to giving back, supporting a wide range of philanthropic causes both domestically and internationally. Sustainability has always been a priority, and we are committed to making our company operations climate neutral to preserve the beauty of the world around us. About the Role The Vice President, Corporate Controller is responsible for overseeing the financial operations of the company, ensuring timely and accurate financial reporting, cost control, and compliance with regulations. This role plays a critical part in managing cost accounting, inventory valuation, budgeting and financial planning, and insights to drive operational efficiency and profitability. Additionally, the incumbent will assist executive leadership and other users in making educated economic decisions. The ideal candidate lives in a commutable distance to our Santa Clarita, CA office and to occasionally go to our Santa Monica Office. What You will Do : Team Leadership & Collaboration Manage and mentor accounting staff to support professional growth and departmental efficiency Collaborate with all other departments across the company to provide financial insights to optimize efficiencies, create operating processes and support strategic decision making Accounting & Payroll Oversight Lead and manage the Accounting Department, including General Ledger, Accounts Receivable, Accounts Payable, Payroll, Employee Expense Reporting, and month-end and year-end close Ensure compliance with Generally Accepted Accounting Principles ("GAAP") and regulatory requirements Support ERP system improvements and financial system enhancements Prepare and oversee timely, accurate financial statements, including, but not limited to, income statements, balance sheets, and cash flow reports Ensure payroll manager is able to process semi-monthly payroll by collaborating with department heads to ensure compliance with JPMS policies and procedures Lead annual budgeting process, and support forecasting, and long-term financial planning efforts Analyze variances and provide recommendations for corrective actions Implement and maintain strong internal controls and accounting policies to safeguard company assets Work with external auditors, tax professionals, bankers and regulatory agencies Support ACH and other ad-hoc payroll support needs for payments Requirements: Who You Are: Have a strong work ethic and can-do attitude, leaving a positive impression on everyone you interact with Collaborate seamlessly with cross-functional stakeholders, fostering a cohesive team environment Strong time management skills and able to act with a sense of urgency Highly organized, detail oriented and efficient multitasker Self-starter and thrives in a fast-paced environment with minimal guidance Comfortable wearing many hats and moving fluidly between tasks Utilize relevant industry jargon and terminology consistently in both verbal and written communications Act and propose new ideas and solutions before asked You are positive, upbeat, and friendly-with a can-do attitude and a knack for solving problems Self-described beauty enthusiast, passionate about hair care What You'll Need: High level of integrity and professionalism Strong understanding of GAAP, including cost accounting and inventory management Strong leadership skills with the ability to develop and manage a team of direct reports Hands-on experience with ERP systems serving as subject matter expert in system maintenance and enhancements (Microsoft D365 F&O preferred) Proven ability to analyze cost structures, evaluate variances, and translate data into meaningful business recommendations Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint) Proficiency with Microsoft Power BI Advanced Microsoft Excel skills (VLOOKUP, Pivot tables, etc.) Working knowledge of AI technologies (Co-Pilot, ChatGPT, etc.) and e-commerce platform reporting (Shopify) Advanced knowledge of payroll processing Advanced knowledge of travel and expense reporting and sales tax programs Excellent analytical and problem-solving abilities Excellent communication skills Strong attention to detail and organizational skills Ability to collaborate with cross-functional teams, drive financial discipline and demonstrate an ability to pivot in a dynamic environment Education: Bachelor's degree in Accounting, Business Administration, or related field required Certified Public Accountant or Certified Management Accountant required Experience: 15+ years in progressive accounting roles, with: o 3+ years in public accounting required o 5+ years in a manufacturing or distribution environment required, preferably in consumer-packaged goods industry 7+ years in a leadership role managing and developing people Competitive Compensation: The expected base salary range for this position is $190,000 to $210,000. The exact base salary is determined by various factors including geographic location, experience, skills, and education. Discretionary Bonus Plan: This position is also eligible for participation in the company discretionary bonus plan, based on personal performance and company results. Comprehensive Benefits Package: In addition to base salary, JPMS offers a competitive benefits package to eligible employees, including medical insurance, dental insurance, vision insurance, life insurance, accident insurance, critical illness insurance, disability insurance, retirement savings plans and company match, paid family leave, education-related programs, paid holidays, discretionary vacation time, and more. We are an Equal Opportunity Employer and take pride in a diverse environment. Salary Description $ 190000.00 - $ 210000.00 Compensation details: 00 Yearly Salary PIe50c1d1554e4-2042
Bank Assistant Branch Manager II
Availa Bank Council Bluffs, Iowa
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 Manager's absence. 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) 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 bank's 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 PIb20005a3cefc-2662
12/01/2025
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 Manager's absence. 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) 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 bank's 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 PIb20005a3cefc-2662

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