The Universal Banker position, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Tell

The Member Advocate is responsible for providing transactional and information services to credit union members while achieving sales goals. POSITION RESPONSIBILITIES Sales Cross sell financial products or refer members to professionals who can assist them. Meet or exceed specific individual monthly referral goals. Promote and recommend various credit union products such

Relationship Banker Job Locations US IN St John Category/Function Retail Banking Center Position Type Regular Full Time Requisition ID 2024 14677 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partne

The Loan Closing Coordinator provides client relationship and loan management services for commercial/multifamily loans from approval through closing. The Loan Closing Coordinator is primarily responsible for maintaining complete and correct closing documentation and they maintain positive and productive relationships with internal and external customers, including borrow

The Teller Supervisor position is responsible for managing the daily Teller function for a branch, including compliance with policies/procedures, customer service, and sales. Essential Job Functions (for Teller Supervisors without Vault Responsibilities) Ensures compliance with all regulatory, security and bank policies and procedures relating to the Teller area. Provides

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Relationship Banker Job Locations US IL Tinley Park Category/Function Retail Banking Center Position Type Regular Full Time Requisition ID 2024 14669 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted pa

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Identify customers' and non customers' financial needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform basic teller tr

Builds and maintains effective relationships with customers Maintains integrity of systems and sales order management, including pricing, contact information, product set ups, and web order information Resolves customer issues via phone, email, or chat relating to back orders, delivery information, and other order fulfillment duties, such as processing customer consignmen

The Senior Teller is responsible for front line customer service, processing customer banking transactions, balancing a cash drawer, and providing qualified referrals to Retail Banking. The Senior Teller assists the Teller Supervisor with compliance of policies/procedures, customer problem/resolution and fostering achievement of team sales goals. Essential Job Functions P

First Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you

Following established company policies and procedures, assists Loan Officers in the following essential functions. ESSENTIAL FUNCTIONS Follow up on reporting financial covenants and documents. Coordinate past due insurance tracking and follow up with insurance agent for renewal. Upon receipt, review, and update in loan system. Organize credit and legal files, scan, and up

With experience gained from thousands of transactions, our teams provide insightful analysis, thorough plans, and impactful execution before and after the deal closes. Riveron delivers solutions throughout the transaction lifecycle, allowing us to partner at a much deeper level to maximize long term value. A comprehensive understanding of the financial data and operationa

Basic Function Provide support to the Bank's loan function by reviewing new/renewed loans; reviewing loan advances, payments, and rate changes; and processing paid loans. Job Duties Perform basic loan servicing functions for a variety of loan types (Commercial Real Estate; Commercial and Industrial; Consumer) Apply payments and advances to loans Act as servicing agent for