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Financial Sales Advisor- Montgomery- Personal Banker- Normandale

* Location: Montgomery, Alabama. United States * Job type: Employment | Retail Banking - Branch * Published on: 21st September 201...

Posted 2 days ago

* Location: Montgomery, Alabama. United States * Job type: Employment | Retail Banking - Branch * Published on: 21st September 2018 Apply This jobs belongs to another country and because of that, the specifications of its selection process will be different. If you apply, you will be registered on BBVA Compass. You could get know of this country process selection in BBVA Compass At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. Requirements 1. Bachelor&#x2019s degree preferred or equivalent professional experience. 2.Two years of proactive sales experience preferred for FSA (two years required for Sr. FSA and three years required for Sr. FSA II). 3. Retail banking experience preferred (two years required for Sr. FSA & three years required for Sr. FSA II) 4. Must be a mortgage certified employee (MCE) for Sr. FSA II. 5. Life and Health insurance required (Sr. FSA and Sr. FSA II only) 6. Series 6 and 63 investment licensing preferred. (preferred for Sr. FSA only & required for Sr. FSA II) 7. Meet credit report and criminal background/fingerprint requirements associated with Nationwide Mortgage Licensing System and Registry and/or Financial Industry Regulatory Authority registration process. 8. Excellent oral and written communication skills. 9. Exhibit a professional, helpful attitude along with the ability to positively interact with customers and co-workers. 10. Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment. 11. Able to meet deadlines and manage pressure to attain banking center sales while delivering an excellent customer experience. 12. Demonstrate proficient computer skills. 13. Assertive communication skills along with a focus for sales.*The position requires regular and predictable attendance and the ability to be punctual.*This position has no unusual physical requirements.*Most work is performed in a climate-controlled indoor facility during normal business hours, including weekends. Occasional outside sales activities are required.*This position requires on-going situational awareness of the facility and of the people in and around the facility to ensure personal and environmental safety. *Interruptions from customers, peers, managers or others are present with the need to prioritize tasks.*This position requires the ability to continuously view information on documents and on a computer screen, to conduct written and verbal communication, to sit and to manipulate objects.*This job frequently requires the ability to stand and to walk. *This job occasionally requires the ability to lift and/or carry up to 50 pounds.*Rarely, this job may require the ability to bend, kneel, stoop or climb stairs. Functions Mission Market retail banking products and services to consumer and small business customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries.

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Financial Relationship Specialist- Arrowhead

Regions Financial Corporation Montgomery AL, 36101

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 2 days ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with prior Teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development and upward mobility. At Regions our mission is to make life better for our customers and communities. The purpose of this role is to create meaningful personal connections with customers, identify ways for Regions to meet customer needs, and assist in resolving end to end customer sales and service inquiries. Financial Relationship Specialists are responsible for providing an exceptional customer experience and contribute to improving the financial wellness of our customers. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing * Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts * Works to create and establish relationships with customers, remaining well-informed about the customer's relationship with the bank * Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier * Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution * Refers customers to an internal team of experts when more complex financial goals and needs are recognized * Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs * Ensures safe and sound banking practices, including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. Minimum Requirements: * High school diploma or GED Skills & Qualifications: * Ability to assist customers with digital banking offerings * Strong customer focus * Ability to handle multiple priorities simultaneously Preferred Experience: * 1-2 years prior banking, sales, and/or customer service experience * 2+ years prior cash handling or Teller experience Location:Montgomery, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Mortgage Banking Officer/Mortgage Loan Officer- Montgomery, Alabama

Bbva Montgomery AL, 36101

* Location: Montgomery, Alabama. United States * Job type: Employment | Mortgage Sales * Published on: 21st September 2018 Appl...

Posted 3 weeks ago

* Location: Montgomery, Alabama. United States * Job type: Employment | Mortgage Sales * Published on: 21st September 2018 Apply This jobs belongs to another country and because of that, the specifications of its selection process will be different. If you apply, you will be registered on BBVA Compass. You could get know of this country process selection in BBVA Compass At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. Requirements * Must meet the credit history and criminal background requirements associated with Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprint criminal history and review of credit report. * Bachelor’s degree in business, finance or related field or equivalent professional experience. * Three years of significant mortgage sales experience in the consumer mortgage and home equity business. * Must exhibit a friendly and helpful attitude along with the ability to interact positively with district level executives and branch staff. * Demonstrate ability to coach the process of identifying needs and implementing an effective solution in a slow or rapid growth environment. * Ability to solve complex issues. * Ability to utilize a personal computer and Microsoft Office desktop word processing and spreadsheet applications. * Excellent verbal and written communication skills. Functions Responsible for all mortgage loan production throughout the assigned district outside the branches and inside their assigned branch(s). Acts as an advisor to potential and existing mortgage customers. Maximize production with referrals from local builders, real estate agents and contractors. Ensure an exceptional customer experience is maintained with all potential and existing customers. Ensure all aspects of mortgage applications are in compliance with all applicable state and Federal laws, regulations and bank policies and procedures. * Increase mortgage loan volume through effective selling. * Advise customer on the mortgage loan that is appropriate for their individual financial circumstances. * Become a leader in the community when it comes to mortgages and mortgage knowledge. * Build and deepen relationships with industry-specific center of influences like real estate agents and contractors. * Build and deepen relationships with their assigned branch(s) supporting them with their customers’ mortgage needs. * Maximize the bank’s resources to assist in selling and establishing relationships. * Comply with all appropriate bank policies and regulatory guidelines. * Always deliver an exceptional customer experience

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Merrill Lynch Financial Advisor Development Program

Bank Of America Corporation Montgomery AL, 36101

: THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning progra...

Posted 2 weeks ago

Job Description: THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We'll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more. You will also be able to use the deep resources and full capabilities of both Merrill Lynch and Bank of America. With our tools, powerful platform and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you. Compensation and program benefits: * Base salary through the full 43 months with bonus potential * Preparation for registration exams, including Series 7 and Series 66 * Ongoing access to firm and banking partners to meet client needs * Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office * Wealth Outlook tools platform to manage clients' goals-based financial strategies What you'll do: As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals. Your responsibilities are, but not limited to: * Developing and/or growing a book of business to meet and exceed pre-defined goals * Effectively sourcing prospective clients * Recommending investment products and services that are suitable for prospects and clients based on their goals * Balancing investment management, sales activities, and new client development * Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship Who you are: You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients' best interests. You have: * Strong relationship and interpersonal skills * Bachelor's degree or higher About us Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors help clients pursue the life they envision through a one-on-one relationship committed to their needs. We're here to provide a supportive environment so you can focus on assisting your clients better and deepen relationships. [1] Merrill Lynch's Financial Advisor Development program (FADP), formerly called Merrill Lynch Practice Management Development (PMD) program, won a Gold Award for "Best Sales Training and Performance Program" in the 2017 Brandon Hall Group Sales Performance Awards. Posting Date: 09/05/2018 Location: Montgomery, AL, CARMICHAEL CENTER, 4001 CARMICHAEL RD, Birmingham, AL, BRUNO CAPITAL BUILDING, 100 GRANDVIEW PL, Gadsden, AL, 224 BROAD ST (AL9224), Tuscaloosa, AL, 601 TOWNCENTER BLVD (AL9310), Birmingham, AL, 569 BROOKWOOD VLG (AL9568), Fairhope, AL, 601 N SECTION ST (AL9601), Mobile, AL, MERRILL LYNCH, 3674 DAUPHIN ST, Anniston, AL, 701 QUINTARD AVE (AL9701), Dothan, AL, 4801 W MAIN ST (AL9801), Pensacola, FL, 815 S PALAFOX ST (FL9812), Destin, FL, 34990 EMERALD COAST PKWY (FL9813), Fort Walton Beach, FL, 45 EGLIN PKWY NE (FL9816), Panama City, FL, 1022 W 23RD ST (FL9869), - United States Travel: Yes, 5% of the time Full / Part-time: Full time Hours Per Week: 37.5 Shift: 1st shift

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Financial Relationship Specialist- Green Lantern

Regions Financial Corporation Montgomery AL, 36101

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 3 weeks ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with prior Teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development and upward mobility. At Regions our mission is to make life better for our customers and communities. The purpose of this role is to create meaningful personal connections with customers, identify ways for Regions to meet customer needs, and assist in resolving end to end customer sales and service inquiries. Financial Relationship Specialists are responsible for providing an exceptional customer experience and contribute to improving the financial wellness of our customers. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing * Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts * Works to create and establish relationships with customers, remaining well-informed about the customer's relationship with the bank * Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier * Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution * Refers customers to an internal team of experts when more complex financial goals and needs are recognized * Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs * Ensures safe and sound banking practices, including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. Minimum Requirements: * High school diploma or GED Skills & Qualifications: * Ability to assist customers with digital banking offerings * Strong customer focus * Ability to handle multiple priorities simultaneously Preferred Experience: * 1-2 years prior banking, sales, and/or customer service experience * 2+ years prior cash handling or Teller experience Location:Montgomery, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Investment Financial Consultant (Financial Advisor)

Bb&T Montgomery AL, 36101

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to creat...

Posted 4 weeks ago

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help? Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide investment sales and service execution for multiple channels of client retention and acquisition. Establish and maintain a strong partnership with relevant internal partners (e.g. BB&T Community Bank, BB&T Wealth), and centers of influence within assigned territory. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop and maintain profitable level of securities and insurance sales by executing on opportunities identified through multiple channels within the Corporation, and proactively building and maintaining relationships with existing and potential clients of BB&T and BB&T Investments. Utilizing a consultative sales process, partner with clients to: a. Analyze current investment accounts and strategies; b. Determine and prioritize investment goals; c. Match the best investment solutions available to clients' specific needs; d. Implement investment decisions promptly and accurately; e. Review investment plans with clients on a regular basis. 2. Adhere to professional and ethical standards set forth by BB&T, Financial Industry Regulatory Authority (FINRA) and other regulatory bodies. 3. Properly record transactions and inquiries, and ensure client files are correctly completed and maintained. 4. Keep current on all products currently offered by BB&T Investments. 5. Conduct branch training sessions and coaching. 6. Conduct investment product educational seminars for clients and potential clients. 7. Continuously represent BB&T in all client interactions and outside relationships, and view every public contact as an opportunity to sell BB&T and all of its services through appropriate referrals. Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience 2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses 3. Applicable state life and health licenses 4. Securities sales experience 5. Strong communication abilities, including written, verbal and presentation skills 6. Strong analytical, problem-solving, interpersonal and relationship management skills 7. Ability to maintain and grow referral networks 8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 9. Ability to travel, occasionally overnight Desired Skills: 1. Banking experience 2. Excellent organizational skills 3. Self-motivation BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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Wfcf Field Service Collateral Representative

Wells Fargo Montgomery AL, 36101

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talente...

Posted 3 days ago

Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wholesale Banking provides financial solutions to businesses across the United States and globally. Our nine major business lines include Business Banking, Middle Market Banking, Government and Institutional Banking, Corporate Banking, Commercial Real Estate, Financial Institutions Group, Wells Fargo Commercial Capital, Wells Fargo Securities, and the Investment Portfolio. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses. Wells Fargo Capital Finance (WFCF) is one of the top lead arrangers of asset-based loans in the U.S. with a large and diversified portfolio of close to 2,500 customers and $37 billion in loans outstanding. Capital Finance offers traditional asset-based financing, specialized senior secured financing, accounts receivable financing, purchase order financing, and supply chain financing to a wide range of companies throughout the United States, Canada and the United Kingdom. Commercial Distribution Finance (CDF) provided $47 billion in financing for more than 50,000 dealers and more than 4,000 distributors and manufacturers globally in 2015. CDF provides inventory financing solutions, service and intelligence through in-depth industry expertise and commitment. Programs include inventory and accounts receivable financing, asset-based lending, private label financing, and related financial products. Commercial Distribution Finance, Field Services Group Looking for a career working independently in a non-office environment, where no two days are the same? Want to learn about middle market lending while working with small to medium size businesses, and developing customer relationships? If this interests you, then Commercial Distribution Finance might be the right place to start building you career. The FSR role is a remotely based, field inventory audit position focusing on risk mitigation and customer satisfaction of our mid-market loan portfolio. Not to mention at Wells Fargo & Company, you have the opportunity to forge your future with an industry leader. Click to learn more about CDF. https://cdf.wf.com/ As an Field Service Collateral Representative, responsibilities will include: Developing customer relationships with internal and external customers to mitigate risk. Independently schedules monthly inspection requests. Travels to and conducts inventory inspections of multiple products at dealerships in an assigned territory based in Mobile, AL area. You must live in assigned territory for efficiency purposes or be willing to relocate. Essential Responsibilities: * Performs physical inspections of dealer inventories and resolve discrepancies with Commercial Distribution Finance (CDF) records through effective communications with customers and account managers. * Assesses condition of collateral with prompt and accurate reporting to confirm CDF's collateralized position. * Develops professional relationships with customers to facilitate cooperation of audit processes and provide a best in class customer experience. * Ensures timely and accurate responses to customer inquiries, questions, documentation issues, billing errors, disputes, program changes, and opportunities. * Compiles information needed to meet reporting requests. * Request payment of funds due to CDF and conduct repossessions based on direction from CDF. * Plans effective routing of inspections to ensure maximum risk containment with minimum input from Manager. * Responsible for maintaining work equipment including laptop computer, printer, and Personal Data Entry (PDE) Device. * May require review and audits of financial records such as bank statements, cash receipt journals, and sales documents to ensure compliance with repayment terms. Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following, and adhering to and if applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Required Qualifications * 2+ years of experience in one or a combination of the following: risk management, accounting, auditing, credit assessment, or a BS/BA or higher Desired Qualifications * Good verbal and written communication skills * Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills * Ability to work independently and in a team environment * Customer service experience Other Desired Qualifications * 2 years auditing experience * Ability to work with limited supervision * Outstanding problem solving and decision making skills * Must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act * Proficient knowledge of business practices and processes. * Able to work in outdoor environments and drive for extended periods of time (2-4 hours/day). * Able to anticipate and adapt to rapidly changing, growth-oriented environment * Must be willing to travel overnight Job Expectations * Ability to lift 50 pounds * Ability to drive up to 4 hours per day * Ability to travel 75% of the time Street Address Alabama: Field Rep 003 in AL - Field Rep 003, AL Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. WHOLESALE BANKING 0212156 WHOLESALE BANKING

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Client Experience Ops Mgr Ii-Teller Supervisor- Montgomery- Eastdale

Bbva Montgomery AL, 36101

* Location: Montgomery, Alabama. United States * Job type: Employment | Retail Banking - Branch * Published on: 21st September 201...

Posted 2 days ago

* Location: Montgomery, Alabama. United States * Job type: Employment | Retail Banking - Branch * Published on: 21st September 2018 Apply This jobs belongs to another country and because of that, the specifications of its selection process will be different. If you apply, you will be registered on BBVA Compass. You could get know of this country process selection in BBVA Compass At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. Requirements Qualifications 1. Bachelor&#x2019s degree or equivalent professional experience. 2. Minimum of three years retail branch operations experience as a Teller/Branch Associate (BA) or Lead Teller/Associate Manager/Lead Branch Associate (LBA) or other branch operational experience (Minimum of two years for Grade level 10). 3. 2 years previous supervisory and/or lobby management experience (1 year for Grade Level 10). 4. Excellent verbal and written communication skills. 5. Focus on problem resolution. 6. Display a friendly and helpful attitude and have the ability to positively interact with clients and teammates. Functions Be a BBVA Compass leader achieving client and operational excellence with management responsibilities and clear career path opportunities. Demonstrate exceptional client experience leadership overseeing all aspects of customer service and operations standards. Drive digital sales by leading client digital migration and engagement activities and demonstrations. Perform Branch Associate functions on the teller line as well as monitor and control teller line procedures and protocols for all client and operational transactions maintaining regulatory and audit compliance. Supervise and develop a first class teller workforce focused on employee satisfaction and career development. Client Experience Overview: Responsible for delivering an exceptional client experience. Focus on service excellence and achieving client experience goals as measured and reported through Passion for Customer Accelerator (PfCA). Positively impact branch sales activities by managing all operational and service tasks working to achieve NPS goals and operational standards. Operations and Compliance Overview: Manage operational functions including loss control, compliance, audit standards, paying and receiving transactions, regulatory compliance, and bank policy and procedure. Supervise and develop individual team members understanding, implementation and execution of all policies, procedures, products, systems and banking transactions to ensure sound decision making. Will also complete client transactions on teller drawer and encourage clients to migrate to digital channels. Digital Client Engagement and Lobby Management Overview: Effectively manage the flow of clients, directing them to the appropriate channel based on complexity of requests, relationship, sales potential and wait time. Drive and lead focus on digital sales by managing and maintaining consistent digital migration practices and processes. Educate teammates to be digital service advocates helping clients with ATM, mobile and online demonstrations allowing clients to bank how they want and when they want. Direct Management Overview: Responsible for the direct management of the LBA and BA staff. Direct Management Overview: Responsible for the direct management of the LBA and BA staff. Security Overview: Manage security inside and outside of the branch in compliance with the security manual and safety standards.

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Mortgage Loan Originator -Greater Montgomery Area, AL

Regions Financial Corporation Montgomery AL, 36101

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 2 days ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Mortgage Loan Originator directs origination of residential mortgage loans from a borrower through a branch network. Primary Responsibilities * Completes mortgage applications for submission to the loan processing and underwriting departments * Evaluates loan requests, analyze financial data, and determines qualification of collateral and customer credit history * Maintains contact with loan customer, communicating progress of loan and obtaining any required documentation * Prepares files for underwriting, loan committee, private mortgage insurance company and investor including preparation of loan approval sheet * Structures loan to comply with acceptable lending practices and Federal regulations * Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact * Answers customer calls and walk- in customers to discuss various loan products and qualification information * Makes sales calls on potential or existing customers as established in Regions marketing plan to develop new business or retain existing business * Cross-sells other bank products and services * Reads surveys and appraisals, and takes necessary steps to correct encroachments and violations * May participate in networking through professional, business and community organizations and activities to promote and market loan products * Compensation is Commission based This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. Requirements * High school diploma or GED * Three years of mortgage lending experience with proven mortgage production. * Abundant mortgage experience in developing external business via referral partners in the market including but not limited to realtors, builders, and financial planners. * Knowledgeable of Mortgage products, systems, terminology, tax requirements, etc. * Sales acumen * Knowledgeable on agency and investor regulations and guidelines * Must be able to multi-task competing priorities and meet tight deadlines * Must be able to build and maintain internal and external relationships to deliver high levels of service * Strong written and verbal communication skills * Good organizational skills * Proficient in Microsoft Office products This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information. NMLS Registration Preferences * Bachelors degree * Prior Mortgage Loan Originator experience Location:Montgomery, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Retail Banker - Prattville

Woodforest Bank Prattville AL, 36066

The Retail Banker is responsible for providing frontline support and service to current and potential customers to meet their ever...

Posted 1 week ago

The Retail Banker is responsible for providing frontline support and service to current and potential customers to meet their everyday banking needs. This includes marketing and cross-selling products and services, as well as performing customer service, branch operations and teller functions in a non-traditional retail environment. Key Responsibilities: * Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments. * Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas. * Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary. * Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate. * Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques. * Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs. * Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners. * Practices branch security procedures and protects customer confidentiality and privacy. * Performs other job related duties or special projects as assigned. Competencies Required: * Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and knowledge of, or the ability to quickly learn, banking software applications (Mozart, TellerPlus, Bancline). * Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality. * Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members. * Outstanding listening and communications skills, both written and verbal. * Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices. * Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines. * Self motivated, goal oriented, team player with strong interpersonal skills and sales aptitude. * Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail. * Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer . * Read at a level sufficient to understand memoranda, instructions, forms, applications, financial statements and credit reports. Minimum Qualifications/Experience * 1-3 years customer service or sales experience; or an equivalent amount of directly related college education or volunteer service * Previous banking experience is preferred but not required * Cash handling experience preferred. Formal Education & Certification * High School Diploma or equivalent required. Supervisory Responsibility * None. Travel * 0% - Negligible amount of travel expected. Working Conditions * Conditions involve lifting no more than ten pounds, standing most of the time, and may involve walking, moving, or sitting for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc. Woodforest is an Equal Opportunity Minority/ Female/ Individuals with Disabilities/ Protected Veteran and Affirmative Action Employer

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Financial Sales Advisor- Montgomery- Personal Banker- Normandale

Financial Relationship Specialist- Arrowhead

Mortgage Banking Officer/Mortgage Loan Officer- Montgomery, Alabama

Boost your job search productivity with our free Chrome Extension!

Merrill Lynch Financial Advisor Development Program

Financial Relationship Specialist- Green Lantern

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