Woodforest National Bank
Norfolk, VA 23505, USA
Retail Banker
Description:
The Retail Banker I 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.
Retail Branch Manager
Description: Retail Branch Manager is responsible for leading and directing branch operations; ensuring quality customer service, employee growth and development, and achievement of assigned metrics and goals.
Key Responsibilities :
Manages branch personnel including training, mentoring and development; monitoring, evaluating and coaching performance; and staffing, scheduling, prioritizing, and delegating work assignments.
Professionally and actively represents the Bank in the Community by strategically participating on boards and committees, partnering with charitable organizations, coordinating and teaching financial literacy and attending local professional networking groups
Creates, drives, monitors and reports progress on branch objectives, standards and goals; develops and implements process and performance improvement solutions when gaps are identified.
Oversees day to day operations of the branch; provides guidance and participates in daily operational and sales activities to achieve customer service and business growth objectives.
Promotes a positive image of the bank; develops and maintains effective business relationships with customers, employees and retail partners; serves as a liaison between the branch and corporate departments.
Addresses and resolves complex customer service issues and employee disputes; performs and reviews tasks requiring manager level approvals.
Actively participates in bank functions and community activities as a representative of the bank.
Performs other job related duties or special projects as assigned.
Competencies Required
Excellent customer service, problem solving and relationship management skills with the ability to convey a positive attitude and maintain a high degree of confidentiality, diplomacy, tact and salesmanship.
Excellent written and verbal communication skills with effective sales acumen.
Strong practical knowledge of banking and lending products, policies, procedures, regulatory guidelines, and market trends.
Developed critical thinking and decision making skills with the ability to interpret and analyze financial and credit information.
Strong attention to detail with high concern for data accuracy.
Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast paced environment with competing priorities and deadlines.
Strategic mindset and strong overall business acumen with an ability to understand the direction, priorities, and goals of the organization.
Solid technology skills, including ability to navigate and search related websites, and intermediate proficiency with Microsoft office (Excel, Office, Word, and SharePoint) and banking software applications (Bancline, Mozart). Strong leadership and interpersonal skills; ability to motivate and achieve results through the effort of others.
Flexibility to work weekend or evening hours.
Minimum Qualifications/Experience
3-5 years customer service or sales experience required.
1-3 years management or supervisory experience required.
1-3 years financial services or banking industry experience preferred.
Formal Education & Certification
High School Diploma or equivalent required.
Bachelor’s degree preferred.
Work Status
Full-Time
Supervisory Responsibility
2 or more direct reports.
Trave l
Up to 25% local travel expected; overnight and out of town travel is possible
Retail Banker
Description:
The Retail Banker I 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.
Retail Branch Manager
Description: Retail Branch Manager is responsible for leading and directing branch operations; ensuring quality customer service, employee growth and development, and achievement of assigned metrics and goals.
Key Responsibilities :
Manages branch personnel including training, mentoring and development; monitoring, evaluating and coaching performance; and staffing, scheduling, prioritizing, and delegating work assignments.
Professionally and actively represents the Bank in the Community by strategically participating on boards and committees, partnering with charitable organizations, coordinating and teaching financial literacy and attending local professional networking groups
Creates, drives, monitors and reports progress on branch objectives, standards and goals; develops and implements process and performance improvement solutions when gaps are identified.
Oversees day to day operations of the branch; provides guidance and participates in daily operational and sales activities to achieve customer service and business growth objectives.
Promotes a positive image of the bank; develops and maintains effective business relationships with customers, employees and retail partners; serves as a liaison between the branch and corporate departments.
Addresses and resolves complex customer service issues and employee disputes; performs and reviews tasks requiring manager level approvals.
Actively participates in bank functions and community activities as a representative of the bank.
Performs other job related duties or special projects as assigned.
Competencies Required
Excellent customer service, problem solving and relationship management skills with the ability to convey a positive attitude and maintain a high degree of confidentiality, diplomacy, tact and salesmanship.
Excellent written and verbal communication skills with effective sales acumen.
Strong practical knowledge of banking and lending products, policies, procedures, regulatory guidelines, and market trends.
Developed critical thinking and decision making skills with the ability to interpret and analyze financial and credit information.
Strong attention to detail with high concern for data accuracy.
Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast paced environment with competing priorities and deadlines.
Strategic mindset and strong overall business acumen with an ability to understand the direction, priorities, and goals of the organization.
Solid technology skills, including ability to navigate and search related websites, and intermediate proficiency with Microsoft office (Excel, Office, Word, and SharePoint) and banking software applications (Bancline, Mozart). Strong leadership and interpersonal skills; ability to motivate and achieve results through the effort of others.
Flexibility to work weekend or evening hours.
Minimum Qualifications/Experience
3-5 years customer service or sales experience required.
1-3 years management or supervisory experience required.
1-3 years financial services or banking industry experience preferred.
Formal Education & Certification
High School Diploma or equivalent required.
Bachelor’s degree preferred.
Work Status
Full-Time
Supervisory Responsibility
2 or more direct reports.
Trave l
Up to 25% local travel expected; overnight and out of town travel is possible
Ameriprise Financial
Manhattan, Melville, Greenwich, Uniondale, Saddle Brook, NY, NJ
Title:
Financial Advisor
Job Description:
Financial Advisor Training Program
Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers.
At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results.
Responsibilities:
Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and; State Life, Health Insurance and Variable Products lines.
Attend and engage in required coaching and training.
Build a lead pipeline, complete with personal and professional contacts and new leads.
Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients.
Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals.
Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals.
Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals.
Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results.
Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Required Qualifications:
Possess 3+ years of work experience with proven success in your past field(s).
Currently reside, or previously resided, in the local area for 3+ years.
Have a natural network, of personal and professional contacts, of 200+ people.
Showcase a background in building strong relationships and delivering superior client service.
Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
Preferred Qualifications:
Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience.
Military Veterans and transitioning Professional Athletes encouraged to apply!
Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results.
High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
Outstanding verbal, written and listening communication skills.
Willingness and desire to be part of a coaching relationship and peer learning environment.
Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.
Title:
Financial Advisor
Job Description:
Financial Advisor Training Program
Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers.
At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results.
Responsibilities:
Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and; State Life, Health Insurance and Variable Products lines.
Attend and engage in required coaching and training.
Build a lead pipeline, complete with personal and professional contacts and new leads.
Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients.
Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals.
Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals.
Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals.
Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results.
Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Required Qualifications:
Possess 3+ years of work experience with proven success in your past field(s).
Currently reside, or previously resided, in the local area for 3+ years.
Have a natural network, of personal and professional contacts, of 200+ people.
Showcase a background in building strong relationships and delivering superior client service.
Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
Preferred Qualifications:
Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience.
Military Veterans and transitioning Professional Athletes encouraged to apply!
Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results.
High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
Outstanding verbal, written and listening communication skills.
Willingness and desire to be part of a coaching relationship and peer learning environment.
Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.
