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Most recent job postings at State Bank of India
via Glassdoor
posted_at: 16 days agoschedule_type: Full-time
Full-time/Non-Exempt
VIRTUAL BRANCH & CONTACT CENTER SPECIALIST...
Performs a variety of customer service and sales functions as part of the Virtual Branch & Contact Center utilizing multiple
digital channels (Live Chat, Video Banking, Audio, etc.). Delivers exceptional customer service virtually and provides support
to the Bank’s Virtual Branch & Contact Center. Handles customer inquiries on business and consumer products and
services; assists
Full-time/Non-Exempt
VIRTUAL BRANCH & CONTACT CENTER SPECIALIST...
Performs a variety of customer service and sales functions as part of the Virtual Branch & Contact Center utilizing multiple
digital channels (Live Chat, Video Banking, Audio, etc.). Delivers exceptional customer service virtually and provides support
to the Bank’s Virtual Branch & Contact Center. Handles customer inquiries on business and consumer products and
services; assists with digital account opening; upsells and cross-sells Bank’s products; conducts research for customer issue
resolution in accordance with Bank policies and procedures. Conducts outbound marketing calls for customer engagement
and upselling products and services. Supports department objectives through direct customer interactions, adhering to
quality standards and performing administrative tasks. Complies with bank policies and procedures and federal and state
regulations. Responsibilities include:
• Provides excellent internal and external customer service and operational quality in support of established SBIC
standards. Adheres to the Bank’s domestic operating policy, procedures, forms, and new programs.
• Engages with customers primarily through the Bank’s digital channel (Live Chat, Video, or Audio) and assists with
business and consumer customers, online account opening, mobile and online banking and debit cards.
• Achieves high-level professional standards with work processes and outcomes; completes tasks with all details
involved; monitors and checks work for precision, clarity, and completeness; produces quality results.
• Researches customer inquiries and ensures satisfactory resolution. Resolves technical and tactical issues related to
account opening process, teller and customer service transactions.
• Monitors and Processes accounts opened online.
• Maintains records/ log for various follow up calls/ lead generation etc. as applicable.
• Sets up and attends customer appointments relating to assistance with new and existing accounts.
SKILLS:
• High School Diploma/GED or equivalent
• 2+ years of banking experience; preferably in a Contact or Call Center
• Knowledge of FIS core banking application and sub-system
• Excellent verbal and written communication skills
• Excellent customer service skills and ability to work well independently and in teams.
• Must be well organized and self-driven to meet deadlines Show more details...
VIRTUAL BRANCH & CONTACT CENTER SPECIALIST...
Performs a variety of customer service and sales functions as part of the Virtual Branch & Contact Center utilizing multiple
digital channels (Live Chat, Video Banking, Audio, etc.). Delivers exceptional customer service virtually and provides support
to the Bank’s Virtual Branch & Contact Center. Handles customer inquiries on business and consumer products and
services; assists with digital account opening; upsells and cross-sells Bank’s products; conducts research for customer issue
resolution in accordance with Bank policies and procedures. Conducts outbound marketing calls for customer engagement
and upselling products and services. Supports department objectives through direct customer interactions, adhering to
quality standards and performing administrative tasks. Complies with bank policies and procedures and federal and state
regulations. Responsibilities include:
• Provides excellent internal and external customer service and operational quality in support of established SBIC
standards. Adheres to the Bank’s domestic operating policy, procedures, forms, and new programs.
• Engages with customers primarily through the Bank’s digital channel (Live Chat, Video, or Audio) and assists with
business and consumer customers, online account opening, mobile and online banking and debit cards.
• Achieves high-level professional standards with work processes and outcomes; completes tasks with all details
involved; monitors and checks work for precision, clarity, and completeness; produces quality results.
• Researches customer inquiries and ensures satisfactory resolution. Resolves technical and tactical issues related to
account opening process, teller and customer service transactions.
• Monitors and Processes accounts opened online.
• Maintains records/ log for various follow up calls/ lead generation etc. as applicable.
• Sets up and attends customer appointments relating to assistance with new and existing accounts.
SKILLS:
• High School Diploma/GED or equivalent
• 2+ years of banking experience; preferably in a Contact or Call Center
• Knowledge of FIS core banking application and sub-system
• Excellent verbal and written communication skills
• Excellent customer service skills and ability to work well independently and in teams.
• Must be well organized and self-driven to meet deadlines Show more details...
via Adzuna
posted_at: 4 days agoschedule_type: Full-time
Job Description
Our Woodland Hills Branch is seeking aClient Services Representative to provide excellent customer service. This outgoingself-starter will beresponsible for delivering superb customer service experience to our banking customers. Handleover the counter teller transactions, opens new accounts, responds to customer inquiries, complies with Bank policies and procedures... Responsibilities include:
• Provideexcellent customer service
Job Description
Our Woodland Hills Branch is seeking aClient Services Representative to provide excellent customer service. This outgoingself-starter will beresponsible for delivering superb customer service experience to our banking customers. Handleover the counter teller transactions, opens new accounts, responds to customer inquiries, complies with Bank policies and procedures... Responsibilities include:
• Provideexcellent customer service to clients in the processing of deposits, withdrawals, cash advances, stop payments, blocks, wire transfers, and other transactions
• Recommendand cross-sellbank services
• Answerphones and performaccount research
• Order, receive, verifyand distributecash
• Followthe Banks CIP and Due Diligence in the opening of new accounts
• FileSARS and CTRs as required
QUALIFICATIONS:
High School Diploma or equivalent; or one to two years related experience and/or training in banking or high-volume cash handling environment; or equivalent combination of education and experience. Must be able to work full-time. Proof of vaccination required.
SBIC is an Equal Opportunity Employer
Company DescriptionState Bank of India (California) is a full-service financial institution, offering an extensive portfolio of lending solutions as well as comprehensive consumer, business, and international services. The Bank was established in 1982 as a California State Chartered Bank under the Department of Financial Institutions in Los Angeles, California. At present, we have a total of seven branches throughout California with our headquarters located in Downtown Los Angeles. Through our branch and online network, SBIC has a strong presence and specialization in specific business sectors and expanded strategic markets.
by Jobble Show more details...
Our Woodland Hills Branch is seeking aClient Services Representative to provide excellent customer service. This outgoingself-starter will beresponsible for delivering superb customer service experience to our banking customers. Handleover the counter teller transactions, opens new accounts, responds to customer inquiries, complies with Bank policies and procedures... Responsibilities include:
• Provideexcellent customer service to clients in the processing of deposits, withdrawals, cash advances, stop payments, blocks, wire transfers, and other transactions
• Recommendand cross-sellbank services
• Answerphones and performaccount research
• Order, receive, verifyand distributecash
• Followthe Banks CIP and Due Diligence in the opening of new accounts
• FileSARS and CTRs as required
QUALIFICATIONS:
High School Diploma or equivalent; or one to two years related experience and/or training in banking or high-volume cash handling environment; or equivalent combination of education and experience. Must be able to work full-time. Proof of vaccination required.
SBIC is an Equal Opportunity Employer
Company DescriptionState Bank of India (California) is a full-service financial institution, offering an extensive portfolio of lending solutions as well as comprehensive consumer, business, and international services. The Bank was established in 1982 as a California State Chartered Bank under the Department of Financial Institutions in Los Angeles, California. At present, we have a total of seven branches throughout California with our headquarters located in Downtown Los Angeles. Through our branch and online network, SBIC has a strong presence and specialization in specific business sectors and expanded strategic markets.
by Jobble Show more details...
via ZipRecruiter
schedule_type: Full-timesalary: 32.00–36.05 an hour
Our headquarters office in downtown Los Angeles has an immediate opening for a Credit Analyst to assist the credit team with the credit origination process, financial reviews, and credit analysis. This self-motivated multi-tasker will be responsible for reviewing borrower information, spreading financial data derived from financial statements and tax returns, performing cash flow analysis and... preparing projections. Responsibilities include:
•
Our headquarters office in downtown Los Angeles has an immediate opening for a Credit Analyst to assist the credit team with the credit origination process, financial reviews, and credit analysis. This self-motivated multi-tasker will be responsible for reviewing borrower information, spreading financial data derived from financial statements and tax returns, performing cash flow analysis and... preparing projections. Responsibilities include:
• Assists VP of Credit / Credit Manager / CCO, with the collection and analysis of information that reflects the creditworthiness of current and prospective clients in assigned territory. Performs initial and/or thorough review by gathering and analyzing their background credit and legal information to validate their credit worthiness and legal standing.
• Examines, analyzes, and evaluates complex documents and business structures. Extrapolates data from financial statements / credit agencies / “Google” searches /tax returns / and all available resources, in order to perform financial spreads and cash flow analyses utilizing “Financial Tools” software.
• Analyzes financial information such as management accounts and cash flow statements and utilizes knowledge and independent judgment to determine the degree of risk when compared to the Bank’s Credit policy. Makes appropriate recommendations.
• Assists in requesting credit and rating information from rating agencies such as Moody’s, Standard & Poor, Veri-Check, performs UCC searches, and orders third party reports required for underwriting proposals. Follows up to ensure updated financial information is received timely.
• Analyzes data and calculates the risks associated with granting business loans, real estate loans, individual loans for business purposes, and extending lines of credit for equipment and other goods.
• Develops financial profiles for each business by investigating its credit history and weighing its cash and other liquid assets against its debts. Updates profiles using tickler system.
SKILLS:
• Bachelor’s degree (B.A./B.S.) or equivalent from two-year college or technical school in Accounting, Business, Economics, or related financial field
• 3+ years of experience working in commercial credit/lending department
• Experience working with commercial and commercial real estate loans.
• Experience in financial accounting and ability to perform cash flow analysis.
• Understanding various business operations and industries and how they relate to financial analysis and structuring of loans.
SBIC is an Equal Opportunity Employer
Company DescriptionState Bank of India (California) is a full-service financial institution, offering an extensive portfolio of lending solutions as well as comprehensive consumer, business, and international services. The Bank was established in 1982 as a California State Chartered Bank under the Department of Financial Institutions in Los Angeles, California. At present, we have a total of seven branches throughout California with our headquarters located in Downtown Los Angeles. Through our branch and online network, SBIC has a strong presence and specialization in specific business sectors and expanded strategic markets Show more details...
• Assists VP of Credit / Credit Manager / CCO, with the collection and analysis of information that reflects the creditworthiness of current and prospective clients in assigned territory. Performs initial and/or thorough review by gathering and analyzing their background credit and legal information to validate their credit worthiness and legal standing.
• Examines, analyzes, and evaluates complex documents and business structures. Extrapolates data from financial statements / credit agencies / “Google” searches /tax returns / and all available resources, in order to perform financial spreads and cash flow analyses utilizing “Financial Tools” software.
• Analyzes financial information such as management accounts and cash flow statements and utilizes knowledge and independent judgment to determine the degree of risk when compared to the Bank’s Credit policy. Makes appropriate recommendations.
• Assists in requesting credit and rating information from rating agencies such as Moody’s, Standard & Poor, Veri-Check, performs UCC searches, and orders third party reports required for underwriting proposals. Follows up to ensure updated financial information is received timely.
• Analyzes data and calculates the risks associated with granting business loans, real estate loans, individual loans for business purposes, and extending lines of credit for equipment and other goods.
• Develops financial profiles for each business by investigating its credit history and weighing its cash and other liquid assets against its debts. Updates profiles using tickler system.
SKILLS:
• Bachelor’s degree (B.A./B.S.) or equivalent from two-year college or technical school in Accounting, Business, Economics, or related financial field
• 3+ years of experience working in commercial credit/lending department
• Experience working with commercial and commercial real estate loans.
• Experience in financial accounting and ability to perform cash flow analysis.
• Understanding various business operations and industries and how they relate to financial analysis and structuring of loans.
SBIC is an Equal Opportunity Employer
Company DescriptionState Bank of India (California) is a full-service financial institution, offering an extensive portfolio of lending solutions as well as comprehensive consumer, business, and international services. The Bank was established in 1982 as a California State Chartered Bank under the Department of Financial Institutions in Los Angeles, California. At present, we have a total of seven branches throughout California with our headquarters located in Downtown Los Angeles. Through our branch and online network, SBIC has a strong presence and specialization in specific business sectors and expanded strategic markets Show more details...
via Glassdoor
posted_at: 2 days agoschedule_type: Part-time
Assist customers with their banking transactions while providing outstanding customer service. Handle all types of bank deposit transactions. Identify customer needs by obtaining knowledge of bank products and services in order to make helpful, service-minded recommendations to the customer, when appropriate. Duties to include deposits, withdrawals, issuing counter checks, performing money... transfers and receiving loan payments. 20 hours per week,
Assist customers with their banking transactions while providing outstanding customer service. Handle all types of bank deposit transactions. Identify customer needs by obtaining knowledge of bank products and services in order to make helpful, service-minded recommendations to the customer, when appropriate. Duties to include deposits, withdrawals, issuing counter checks, performing money... transfers and receiving loan payments. 20 hours per week, shifts can be flexible per employee availability, Monday through Friday.
Essential Duties And Responsibilities
• Maintain and balance a cash drawer according to bank policy
• Accurately process debit and credit transactions while maintaining compliance with established bank policies and procedures
• Utilizes bank software to process transactions and complete daily work
• Identify customer needs and make referrals, cross sell bank services and products, perform money transfers, receive loan payments and order checks
• Resolves customer problems efficiently
• Greets customers in a prompt, polite and friendly way
• Communicates with customers both in person and over the phone
• Other duties as assigned
Minimum Qualifications
• 6 months of cash handling job experience
• High School Graduate or (GED)
• Must be at least 18 years of age
• Must pass a credit & background check
Preferred Qualifications
• 1+ years job experience with cash handling
• 1+ years’ experience interacting with the public
• Prior experience in banking
• Bilingual a plus
Skills
• Basic knowledge of math, cashiering, balancing, debits, credits, bank products and banking
• Excellent customer service skills & attention to detail
Education
Required
• High School or better
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c Show more details...
Essential Duties And Responsibilities
• Maintain and balance a cash drawer according to bank policy
• Accurately process debit and credit transactions while maintaining compliance with established bank policies and procedures
• Utilizes bank software to process transactions and complete daily work
• Identify customer needs and make referrals, cross sell bank services and products, perform money transfers, receive loan payments and order checks
• Resolves customer problems efficiently
• Greets customers in a prompt, polite and friendly way
• Communicates with customers both in person and over the phone
• Other duties as assigned
Minimum Qualifications
• 6 months of cash handling job experience
• High School Graduate or (GED)
• Must be at least 18 years of age
• Must pass a credit & background check
Preferred Qualifications
• 1+ years job experience with cash handling
• 1+ years’ experience interacting with the public
• Prior experience in banking
• Bilingual a plus
Skills
• Basic knowledge of math, cashiering, balancing, debits, credits, bank products and banking
• Excellent customer service skills & attention to detail
Education
Required
• High School or better
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c Show more details...
via Glassdoor
posted_at: 8 days agoschedule_type: Full-timesalary: 26–29 an hour
Commercial Loan Audit Collateral Specialist
About us...
State Bank of Texas is a privately owned, independent Bank specializing in lending solutions for the hospitality industry. State Bank of Texas is committed to providing personal partnerships with their customers, timely loan decisions, and convenient up to date technology for their customers.
Position Summary:
Under the direction of the Credit Administration Manager and the Loan Collateral
Commercial Loan Audit Collateral Specialist
About us...
State Bank of Texas is a privately owned, independent Bank specializing in lending solutions for the hospitality industry. State Bank of Texas is committed to providing personal partnerships with their customers, timely loan decisions, and convenient up to date technology for their customers.
Position Summary:
Under the direction of the Credit Administration Manager and the Loan Collateral Manager, the Loan Audit Collateral Specialist will perform various audit and collateral operational department functions to ensure the efficient operation of the area. The Loan Audit Collateral Specialist will ensure that the policies and procedures of the department are strictly adhered to, federal guidelines are followed and that all business objectives are achieved by performing the following duties.
Essential Duties and Responsibilities:
• Perform comprehensive post-closing Loan Documentation audits for various collateral types which includes Commercial Real Estate, Commercial Construction, Commercial, and Consumer.
• Review and comprehend loan documentation to determine if the documents satisfy Bank requirements.
• Ensure that all required documents are received and reviewed for completeness.
• Identify and track exceptions and trailing documents on the tickler system.
• Review of Negotiable Collateral instruments and ensure processing into Safekeeping.
• Perform collateral review upon receipt of original loan documents, processing and recording all liens to ensure Bank’s priority lien position.
• Scan all new loan file documentation into imaging system.
• File UCC’s and/or monitor receipt of filed UCC’s. Process continuations to ensure that UCC filings do not lapse.
• Order and review post UCC lien searches.
• Contact portfolio assigned borrowers and guarantors to collect annual financial statements and tax returns. Follow up on outstanding financial and documentation items.
• Review paid note reports and process paid loan documentation.
• Maintain comprehensive knowledge of all related loan document and lien perfection requirements.
• Perform other duties as assigned.
Qualification Requirements
• Associates Degree, or equivalent work experience preferred.
• 2-3 years of Loan Operations Experience, preferably in Collateral Audit
• Excellent understanding of loan documentation and lien perfection requirements for all types of collateral
• Possess strong organizational, interpersonal communication, and outstanding customer service skills
• Ability to work well independently, as well as part of a team
We are an Equal Opportunity Employer Show more details...
About us...
State Bank of Texas is a privately owned, independent Bank specializing in lending solutions for the hospitality industry. State Bank of Texas is committed to providing personal partnerships with their customers, timely loan decisions, and convenient up to date technology for their customers.
Position Summary:
Under the direction of the Credit Administration Manager and the Loan Collateral Manager, the Loan Audit Collateral Specialist will perform various audit and collateral operational department functions to ensure the efficient operation of the area. The Loan Audit Collateral Specialist will ensure that the policies and procedures of the department are strictly adhered to, federal guidelines are followed and that all business objectives are achieved by performing the following duties.
Essential Duties and Responsibilities:
• Perform comprehensive post-closing Loan Documentation audits for various collateral types which includes Commercial Real Estate, Commercial Construction, Commercial, and Consumer.
• Review and comprehend loan documentation to determine if the documents satisfy Bank requirements.
• Ensure that all required documents are received and reviewed for completeness.
• Identify and track exceptions and trailing documents on the tickler system.
• Review of Negotiable Collateral instruments and ensure processing into Safekeeping.
• Perform collateral review upon receipt of original loan documents, processing and recording all liens to ensure Bank’s priority lien position.
• Scan all new loan file documentation into imaging system.
• File UCC’s and/or monitor receipt of filed UCC’s. Process continuations to ensure that UCC filings do not lapse.
• Order and review post UCC lien searches.
• Contact portfolio assigned borrowers and guarantors to collect annual financial statements and tax returns. Follow up on outstanding financial and documentation items.
• Review paid note reports and process paid loan documentation.
• Maintain comprehensive knowledge of all related loan document and lien perfection requirements.
• Perform other duties as assigned.
Qualification Requirements
• Associates Degree, or equivalent work experience preferred.
• 2-3 years of Loan Operations Experience, preferably in Collateral Audit
• Excellent understanding of loan documentation and lien perfection requirements for all types of collateral
• Possess strong organizational, interpersonal communication, and outstanding customer service skills
• Ability to work well independently, as well as part of a team
We are an Equal Opportunity Employer Show more details...
via BeBee
posted_at: 5 days agoschedule_type: Full-time
If you are looking for a challenging, fast-paced leadership role where you feel appreciated, have fun and help clients and associates achieve their dreams all at the same time look no further. Lake Ridge Bank is looking for a Vice President Senior Personal Trust Officer T he primary purposes of the Senior Personal Trust Officer role are to manage the Personal Trust Officer team while also caring... for the needs of existing Wealth Management clients.
If you are looking for a challenging, fast-paced leadership role where you feel appreciated, have fun and help clients and associates achieve their dreams all at the same time look no further. Lake Ridge Bank is looking for a Vice President Senior Personal Trust Officer T he primary purposes of the Senior Personal Trust Officer role are to manage the Personal Trust Officer team while also caring... for the needs of existing Wealth Management clients. Responsibilities include managing all accounts in accordance with applicable legal requirements and securing Bank and external professional services as appropriate to fulfill the special needs of trust clients. Responsible for maximizing the profitability of existing accounts by communicating the benefits of Wealth Management services to clients and prospects. Work with other team leads to align servicing capabilities. Partner with business development to source new and nourish existing Centers of Influence relationships in our Greater Madison and other markets. This position is also responsible for supervision and development of personal trust officers. Additionally, participate on the Trust and Investment Committee and Trust Administrative Committee.
Management and Development
• Responsible for the personal trust business unit
• Supervise and lead a team of experienced Personal Trust Officers through mentorship and development practices
• Responsible for defining and delivering a standard of service to the personal trust client base
• Participate in department business planning as part of the core management team
Relationship Management
• Contact our existing customers to ensure that we are meeting their financial expectations and are delivering quality service.
• Actively call on new and existing external Centers of Influence including but not limited to Estate Planning Attorneys, Family Law Attorneys, Business Attorneys, External Money Managers, CPAs, etc.
• Represent the Organization by being active in the community. Participate in service organizations, community activities, outings, and networking functions to promote a positive organization image and to generate leads for new business efforts.
Departmental Administration
• Ensure tax, compliance and communication functions are appropriately handled.
• Work to develop Personal Trust Officers through coaching and coordinate training for non-department employees.
• M aintain current understanding of regulations as they relate to Fiduciary and Investment issues
• Perform all other duties as assigned.
• Represent the bank by serving on the WBA trust section board.
Adhere to all Bank Security/Compliance Regulations
• Complete all annual bank security and compliance training
• Adhere to Bank Security guidelines for wealth management division
• Maintain confidentiality of customer information at all times
• Stay current on all compliance regulations
Accountability:
This individual will be accountable for the growth, profitability, and regulatory compliance within the personal trust business unit along with the development and performance of the personal trust officer team.
• Bachelor's Degree and a minimum of 7 years of similar work experience
• Previous supervisory experience
• Ability to read and interpret complex trust instruments
• Understand the liabilities associated with the bank acting as a fiduciary for individuals and entities
• Exceptional verbal, written and interpersonal communication skills
• Excellent organizational and time management skills with the ability to provide leadership and training
• Must possess current knowledge of wealth management market and industry issues, regulations
• Knowledge of Microsoft Office Suite: Word; Excel; PowerPoint; and Database software
• Ability to read, write, understand and speak English clearly
• Ability to represent the organization in a professional, positive manner
• Ability to maintain a positive and professional work environment
Preferred Qualifications:
• Juris Doctorate
• Certified Public Accountant
• Trust and Estate tax experience
• Certified Trust and Fiduciary Advisor
Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us Show more details...
Management and Development
• Responsible for the personal trust business unit
• Supervise and lead a team of experienced Personal Trust Officers through mentorship and development practices
• Responsible for defining and delivering a standard of service to the personal trust client base
• Participate in department business planning as part of the core management team
Relationship Management
• Contact our existing customers to ensure that we are meeting their financial expectations and are delivering quality service.
• Actively call on new and existing external Centers of Influence including but not limited to Estate Planning Attorneys, Family Law Attorneys, Business Attorneys, External Money Managers, CPAs, etc.
• Represent the Organization by being active in the community. Participate in service organizations, community activities, outings, and networking functions to promote a positive organization image and to generate leads for new business efforts.
Departmental Administration
• Ensure tax, compliance and communication functions are appropriately handled.
• Work to develop Personal Trust Officers through coaching and coordinate training for non-department employees.
• M aintain current understanding of regulations as they relate to Fiduciary and Investment issues
• Perform all other duties as assigned.
• Represent the bank by serving on the WBA trust section board.
Adhere to all Bank Security/Compliance Regulations
• Complete all annual bank security and compliance training
• Adhere to Bank Security guidelines for wealth management division
• Maintain confidentiality of customer information at all times
• Stay current on all compliance regulations
Accountability:
This individual will be accountable for the growth, profitability, and regulatory compliance within the personal trust business unit along with the development and performance of the personal trust officer team.
• Bachelor's Degree and a minimum of 7 years of similar work experience
• Previous supervisory experience
• Ability to read and interpret complex trust instruments
• Understand the liabilities associated with the bank acting as a fiduciary for individuals and entities
• Exceptional verbal, written and interpersonal communication skills
• Excellent organizational and time management skills with the ability to provide leadership and training
• Must possess current knowledge of wealth management market and industry issues, regulations
• Knowledge of Microsoft Office Suite: Word; Excel; PowerPoint; and Database software
• Ability to read, write, understand and speak English clearly
• Ability to represent the organization in a professional, positive manner
• Ability to maintain a positive and professional work environment
Preferred Qualifications:
• Juris Doctorate
• Certified Public Accountant
• Trust and Estate tax experience
• Certified Trust and Fiduciary Advisor
Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us Show more details...
via Glassdoor
posted_at: 2 days agoschedule_type: Full-time
Oversee the operations function of the branch, including supervising all tellers and new accounts personnel. Completes daily recaps, balances the branch, maintains branch cash within limits. Responsible for maintaining high quality customer service while implementing bank policies and procedures. Ability to manage operations staff in a professional and organized manner. Responsible for hiring and... training employees. Needs to have a thorough understanding
Oversee the operations function of the branch, including supervising all tellers and new accounts personnel. Completes daily recaps, balances the branch, maintains branch cash within limits. Responsible for maintaining high quality customer service while implementing bank policies and procedures. Ability to manage operations staff in a professional and organized manner. Responsible for hiring and... training employees. Needs to have a thorough understanding of how the entire branch operations works, including the teller line and new accounts. Experience managing employees is preferred.
Essential Duties And Responsibilities
• Assist customers in their selection of various accounts, products and financial services
• Meet with customers and resolve any problems or complaints
• Ensure a high level of customer service and ethics
• Facilitate with teller buys and sells to the vault, enforce dual control procedures at all times
• Stay current and educated on all deposit, business, and consumer loan products
• Ensure the branch and vaults are opened and closed on a timely basis
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements; ensures that the office and all personnel adhere to the same.
• Oversee and perform teller and new accounts operations as needed during peak times (vacations and lunches, and other busy times)
• Be aware of customer needs and actively look to increase the number of products and services used by current bank customers. Assist in developing a cross-promotion culture and programs to enhance product knowledge.
• Streamline the loan process by taking applications and helping the Branch Manager with their loans.
• Review daily reports and management of quarterly self-audit procedures
• Balancing and reconcilement of the branch, vault, coin machine, ATM, etc.
• Public Notary responsibilities and other duties as assigned
• Supervise and ensure appropriate skill and staffing of the branch (e.g., performance evaluations, disciplinary notices, on-the job training, coaching/mentoring, providing career growth opportunities, etc.)
• Staffing of the branch to ensure proper coverage at all times (lunches, vacations)
• Maintain the appearance and maintenance of the building and grounds of the property
• Facilitate meetings with staff to disseminate operational information and to coach and mentor staff to provide excellent customer service skills and compliance to bank policies, etc.
• Implementation of strategies and goals for the branch to ensure branch reaches set goals and is in line with the banks overall strategic plan
• Provide for proper security, maintenance, cleanliness, and adequate supplies of the branch
• Maintain and prepare records and reports as needed
Minimum Qualifications
• 3 years of progressive branch operations experience as a teller, teller supervisor, new accounts, or operations officer.
• Must pass a credit & background check
Preferred Qualifications
• Associate’s or Bachelor's degree
• Management Experience
Skills
• Strong supervisory and coaching skills
• Desire to work with the public and be actively involved in the community
• Knowledge of all bank products and services
• Proficient in reading and writing as well as the ability to comprehend legal documents
• Knowledge and experience using Microsoft Excel and Word
• Ability to communicate effectively both in person and over the phone
• Excellent customer service skills & attention to detail
• Be self-motivated to greet the public in a prompt, polite, and friendly way
• Maintain a professional and approachable appearance
• A head for numbers and business
• Acts as a team player - Collaborate and support colleagues and peers across the organization, while still being able to work independently when needed.
• Results oriented – Meet deadlines on assignments, juggle multiple demands and work with all types of individuals across the organization.
• Solid time management skills and the ability to organize prioritize and perform multiple tasks simultaneously.
• Ability to be discreet with employee and customer information.
• Capacity to work independently and motivation to achieve goals with minimal supervision.
• Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c Show more details...
Essential Duties And Responsibilities
• Assist customers in their selection of various accounts, products and financial services
• Meet with customers and resolve any problems or complaints
• Ensure a high level of customer service and ethics
• Facilitate with teller buys and sells to the vault, enforce dual control procedures at all times
• Stay current and educated on all deposit, business, and consumer loan products
• Ensure the branch and vaults are opened and closed on a timely basis
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements; ensures that the office and all personnel adhere to the same.
• Oversee and perform teller and new accounts operations as needed during peak times (vacations and lunches, and other busy times)
• Be aware of customer needs and actively look to increase the number of products and services used by current bank customers. Assist in developing a cross-promotion culture and programs to enhance product knowledge.
• Streamline the loan process by taking applications and helping the Branch Manager with their loans.
• Review daily reports and management of quarterly self-audit procedures
• Balancing and reconcilement of the branch, vault, coin machine, ATM, etc.
• Public Notary responsibilities and other duties as assigned
• Supervise and ensure appropriate skill and staffing of the branch (e.g., performance evaluations, disciplinary notices, on-the job training, coaching/mentoring, providing career growth opportunities, etc.)
• Staffing of the branch to ensure proper coverage at all times (lunches, vacations)
• Maintain the appearance and maintenance of the building and grounds of the property
• Facilitate meetings with staff to disseminate operational information and to coach and mentor staff to provide excellent customer service skills and compliance to bank policies, etc.
• Implementation of strategies and goals for the branch to ensure branch reaches set goals and is in line with the banks overall strategic plan
• Provide for proper security, maintenance, cleanliness, and adequate supplies of the branch
• Maintain and prepare records and reports as needed
Minimum Qualifications
• 3 years of progressive branch operations experience as a teller, teller supervisor, new accounts, or operations officer.
• Must pass a credit & background check
Preferred Qualifications
• Associate’s or Bachelor's degree
• Management Experience
Skills
• Strong supervisory and coaching skills
• Desire to work with the public and be actively involved in the community
• Knowledge of all bank products and services
• Proficient in reading and writing as well as the ability to comprehend legal documents
• Knowledge and experience using Microsoft Excel and Word
• Ability to communicate effectively both in person and over the phone
• Excellent customer service skills & attention to detail
• Be self-motivated to greet the public in a prompt, polite, and friendly way
• Maintain a professional and approachable appearance
• A head for numbers and business
• Acts as a team player - Collaborate and support colleagues and peers across the organization, while still being able to work independently when needed.
• Results oriented – Meet deadlines on assignments, juggle multiple demands and work with all types of individuals across the organization.
• Solid time management skills and the ability to organize prioritize and perform multiple tasks simultaneously.
• Ability to be discreet with employee and customer information.
• Capacity to work independently and motivation to achieve goals with minimal supervision.
• Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c Show more details...
via BeBee
posted_at: 6 days agoschedule_type: Full-time
Full Time Client Service Associate
Job Locations...
US-WI-Middleton
# of Openings
1
Category
Retail Services/Sales
Overview
State Bank of Cross Plains and Monona Bank have merged into a newer, better, locally owned bank, Lake Ridge Bank, focused on the community and we are seeking a service-oriented professional to join our Middleton (Parmenter Street) team as a full-time Client Service Associate (CSA) The Client Service Associate engages
Full Time Client Service Associate
Job Locations...
US-WI-Middleton
# of Openings
1
Category
Retail Services/Sales
Overview
State Bank of Cross Plains and Monona Bank have merged into a newer, better, locally owned bank, Lake Ridge Bank, focused on the community and we are seeking a service-oriented professional to join our Middleton (Parmenter Street) team as a full-time Client Service Associate (CSA) The Client Service Associate engages clients in meaningful conversations while performing a variety of banking transactions with a high degree of accuracy and confidentiality. The individual in this position listens and promptly responds to client inquiries, seamlessly refers additional business to the Personal Bankers, and adheres to all established Lake Ridge Bank policies, procedures and regulations. Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales.
Responsibilities
Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
• Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan payments, etc.
• Properly balance and maintain a cash drawer daily
• Keep informed about bank products and services offered
• Maintain confidentiality of client information at all times
• Complete all annual bank security and compliance training
• Participates in community involvement/bank activities as appropriate
• Works as part of a team to accomplish branch/dept goals. This includes working additional hours as needed and/or assisting other offices as needed
• Performs all other duties as assigned
Qualifications
Candidates should have exceptional interpersonal skills, demonstrated problem solving skills, strong organizational skills, general accounting knowledge/math skills, and an ability to represent the organization in a professional, positive manner. Previous banking experience or cash handling experienced preferred.
This role will work 36-40 hours a week between the hours of 7:30 AM to 6:00 PM Monday through Friday and one Saturday a month, 7:30 AM to 12:00 PM. Flexibility in scheduling may be needed on occasion.
Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.
The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans and Individuals with Disabilities encouraged to apply. Consistent with State Bank of Cross Plains' commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, provide documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us Show more details...
Job Locations...
US-WI-Middleton
# of Openings
1
Category
Retail Services/Sales
Overview
State Bank of Cross Plains and Monona Bank have merged into a newer, better, locally owned bank, Lake Ridge Bank, focused on the community and we are seeking a service-oriented professional to join our Middleton (Parmenter Street) team as a full-time Client Service Associate (CSA) The Client Service Associate engages clients in meaningful conversations while performing a variety of banking transactions with a high degree of accuracy and confidentiality. The individual in this position listens and promptly responds to client inquiries, seamlessly refers additional business to the Personal Bankers, and adheres to all established Lake Ridge Bank policies, procedures and regulations. Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales.
Responsibilities
Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
• Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan payments, etc.
• Properly balance and maintain a cash drawer daily
• Keep informed about bank products and services offered
• Maintain confidentiality of client information at all times
• Complete all annual bank security and compliance training
• Participates in community involvement/bank activities as appropriate
• Works as part of a team to accomplish branch/dept goals. This includes working additional hours as needed and/or assisting other offices as needed
• Performs all other duties as assigned
Qualifications
Candidates should have exceptional interpersonal skills, demonstrated problem solving skills, strong organizational skills, general accounting knowledge/math skills, and an ability to represent the organization in a professional, positive manner. Previous banking experience or cash handling experienced preferred.
This role will work 36-40 hours a week between the hours of 7:30 AM to 6:00 PM Monday through Friday and one Saturday a month, 7:30 AM to 12:00 PM. Flexibility in scheduling may be needed on occasion.
Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.
The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans and Individuals with Disabilities encouraged to apply. Consistent with State Bank of Cross Plains' commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, provide documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us Show more details...
via Glassdoor
posted_at: 11 days agoschedule_type: Full-timesalary: 15–18 an hour
Job Summary
State Bank of Southwest Missouri is looking to hire a full-time Loan Assistant to join our growing team. We are a strong, locally owned and operated bank that was founded in 1985. Our bank offers a professional, family orientated work environment and is actively involved within the community. We offer great benefits, a competitive starting salary, and a truly great place to have and... develop a career.
Responsibilities and Duties
Our
Job Summary
State Bank of Southwest Missouri is looking to hire a full-time Loan Assistant to join our growing team. We are a strong, locally owned and operated bank that was founded in 1985. Our bank offers a professional, family orientated work environment and is actively involved within the community. We offer great benefits, a competitive starting salary, and a truly great place to have and... develop a career.
Responsibilities and Duties
Our Loan Assistants are responsible for handling our customer’s financial needs accurately and professionally. Your daily job duties will include:
• Processing loan documentation and payments
• Analyze and review financial statements
• Loan file maintenance
• Providing excellent customer service
• Contributing to a professional work environment
• Complying with all bank policies, procedures, and regulations
Qualifications and Skills
To be qualified for this position we prefer the following:
• One year banking or similar experience
• Loan underwriting experience
• Lending compliance experience
• Excellent organization
Job Type: Full-time
Pay: $15.00 - $18.00 per hour
Schedule:
• 8 hour shift
• Monday to Friday
Work Location: One location Show more details...
State Bank of Southwest Missouri is looking to hire a full-time Loan Assistant to join our growing team. We are a strong, locally owned and operated bank that was founded in 1985. Our bank offers a professional, family orientated work environment and is actively involved within the community. We offer great benefits, a competitive starting salary, and a truly great place to have and... develop a career.
Responsibilities and Duties
Our Loan Assistants are responsible for handling our customer’s financial needs accurately and professionally. Your daily job duties will include:
• Processing loan documentation and payments
• Analyze and review financial statements
• Loan file maintenance
• Providing excellent customer service
• Contributing to a professional work environment
• Complying with all bank policies, procedures, and regulations
Qualifications and Skills
To be qualified for this position we prefer the following:
• One year banking or similar experience
• Loan underwriting experience
• Lending compliance experience
• Excellent organization
Job Type: Full-time
Pay: $15.00 - $18.00 per hour
Schedule:
• 8 hour shift
• Monday to Friday
Work Location: One location Show more details...
via Glassdoor
posted_at: 2 days agoschedule_type: Full-time
State Bank of Missouri is looking to hire a Customer Service Representative. Our ideal candidate seeks opportunities to exceed our customer’s expectations. They must offer consistent, efficient, and accurate service when processing customer transactions.
We seek individuals with a friendly, positive attitude; who take pride in their work and are committed to a common set of values outlined in... our Operating Philosophy. We are looking for individuals
State Bank of Missouri is looking to hire a Customer Service Representative. Our ideal candidate seeks opportunities to exceed our customer’s expectations. They must offer consistent, efficient, and accurate service when processing customer transactions.
We seek individuals with a friendly, positive attitude; who take pride in their work and are committed to a common set of values outlined in... our Operating Philosophy. We are looking for individuals who enjoy being members of a team. The CSR will develop their skills by participating in training activities and work with their team to achieve individual and team success. The ideal CSR candidate will have at least 1 year experience in a banking environment. Working hours for this position are Monday through Friday 8 am to 5 pm and some Saturday's from 9 am to 12 pm.
Only local applicants will be considered (i.e. Grain Valley, Blue Springs, Oak Grove)
All Full Time Employees are eligible for benefits including:
· Competitive Pay
· 401k Match after 1 year of service
· Paid Time off after 90 days of service
· Paid Medical after 60 days of service
· Paid Holidays after 90 days of service
EOE
Job Type: Full-time
Pay: From $15.00 per hour
Benefits:
• 401(k)
• Health insurance
• Paid time off
Shift:
• 8 hour shift
Weekly day range:
• Weekend availability
Education:
• High school or equivalent (Required)
Experience:
• Cash handling: 1 year (Required)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Required)
Work Location: One location Show more details...
We seek individuals with a friendly, positive attitude; who take pride in their work and are committed to a common set of values outlined in... our Operating Philosophy. We are looking for individuals who enjoy being members of a team. The CSR will develop their skills by participating in training activities and work with their team to achieve individual and team success. The ideal CSR candidate will have at least 1 year experience in a banking environment. Working hours for this position are Monday through Friday 8 am to 5 pm and some Saturday's from 9 am to 12 pm.
Only local applicants will be considered (i.e. Grain Valley, Blue Springs, Oak Grove)
All Full Time Employees are eligible for benefits including:
· Competitive Pay
· 401k Match after 1 year of service
· Paid Time off after 90 days of service
· Paid Medical after 60 days of service
· Paid Holidays after 90 days of service
EOE
Job Type: Full-time
Pay: From $15.00 per hour
Benefits:
• 401(k)
• Health insurance
• Paid time off
Shift:
• 8 hour shift
Weekly day range:
• Weekend availability
Education:
• High school or equivalent (Required)
Experience:
• Cash handling: 1 year (Required)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Required)
Work Location: One location Show more details...
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