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As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.
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Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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Relationship Banker II -above accountabilities plus:Ensure the needs of thecustomer are being meet and assisting them with deepening therelationship by cross-selling and referring to partners when financialneeds are identified such as Business Banking, Mortgage (real estatesecured & portfolio mortgages), Merchant Services, Wealth Managementor Treasury Management.
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As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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This position, within PNC's Retail Branch Banking Network, is based in San Antonio Texas at the La Cantera retail banking branch. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
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Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. In this role, the personal banker will be expected to commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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We're looking for a Teller/Personal Banker to provide excellent client services by processing both business and individual banking transactions and cross-selling bank services. Minimum of 2 years’ experience as a Personal Banker/Teller.
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California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
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Accountable for the personal achievement of monthly new account production as assigned by upper management. Process western union wires and cash advances. Provide bank services to a diverse customer base, including a large Spanish speaking population.
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Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.
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As a Business Relationship Manager Senior (BRM) - Acquisition banker, in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You will focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
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A Mortgage Banker Branch Manager network may consist of Mortgage Loan Originator's, Real Estate professionals, Builders, Accountants, Attorneys, Financial Planners, Architects, Title Companies, Appraisers and other professional and personal contacts, as well as other valuable referral sources, and is enhanced by the regular participation in business related development opportunities, community efforts to promote home ownership and professional organizations.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit. Requirements Six months of accountable cash handling/transaction management in a retail or customer service environment.
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