Loan Processors and Clerks
Details: Job Classification: Contract Position Description - Mortgage ProcessorsTo process first mortgage loan applications from the initial loan application through the loan closing process.Required Knowledge, Skills and Abilities Your success with attaining and performing the required skills and abilities will be enhanced if they consist the following:Trainee:• One year experience processing and closing first mortgage loans or equity loans • Basic knowledge of mortgage lending requirements, regulations and procedures for VA and conventional loan programs • Ability to perform the major functions of the job efficiently and effectively • Two years experience processing and closing first mortgage loans • Thorough knowledge of mortgage lending requirements, regulations and procedures for VA and conventional loan programs • Ability to solve problems and complete assigned duties with minimal supervision and assistanceTarget:• Target Level: Ability to perform the major functions of the job effectively and efficientlyDesired:• High school education • Knowledge of credit union practices and programs • Course work in mortgage, financial or business disciplines • Knowledge of automated systems, including UAD and UnifiWill be some interaction with the customers and need to be comfortable with that.Qualified candidates should apply directly to the posting with an updated resume and best contact number for immediate consideration. Thanks Join Aerotek Professional Services®. Our customized employment solutions and personalized approach give job seekers access to great opportunities with competitive salaries. Aerotek offers comprehensive benefits that can include medical, dental, optical, and optional 401k. Don't put your career in the hands of just anyone; put it in the hands of a specialist. Launch or rejuvenate your career today with Aerotek Professional Services! Allegis Group and its subsidiaries are equal opportunity employers and will consider all applications without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law.
Cash Management Manager
Details: FRANKLIN MINT FEDERAL CREDIT UNIONPosition Description Business Cash Management Manager Function: Responsible for the efficient and cost effective operations of the cash management function related to Business Services Duties and Accountabilities: 1. Recommend and assist in the development of existing and new cash management products and services. 2. Work with Commercial Lenders to assess the risk associated with potential cash management solutions. 3. Assist in cash management review with clients and potential clients and presentation of cash management opportunities. 4. Evaluate efficiency of operational controls and procedures to maximize efficiencies and minimize errors. 5. Monitor and provide accurate reporting on cash management usage and income. 6. Keep abreast of trends and conditions in assigned industries and banking trends. 7. Supervises and coordinates the allocation of work, training, performance and activities of subordinates to ensure optimum efficiency. 8. Perform risk and cost benefit analysis and manage corporate lockbox services when applicable. 9. Prepare budget and oversee vendor management as it pertains to area of responsibility. 10. Develop, monitor and maintain key performance indicators for the cash management function. 11. Develop, monitor and maintain necessary documentation and procedures for Cash Management Services 12. Track and coordinate the scheduled review of Business members regarding risk management and risk control and annual review of such. 13. Maintains current knowledge of ACH rules and electronic banking platform 14. Provide client setup and support for cash management services such as remote deposit capture, lockbox, ACH, Wire Transfer, Online Banking and assist with the setup of new depository accounts. 15. Is responsible for adhering to operational controls, including applicable laws, rules and regulations impacting cash management services and policies such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Controls (OFAC) to ensure the safety and soundness of the Franklin Mint Federal Credit Union and its members. 16. Participates in management committees, meetings and conferences pertinent to area of responsibility 17. Assumes additional responsibilities as requested. Service Standards Maintain a positive WELCOME HOME atmosphere. Supports corporate and department initiatives. Education & Experience Bachelor’s degree and 5 years of experience related to Cash Management to include 3 years of supervisory responsibility. Strong analytical and communication skills.
2nd Shift Claims
Details: Our West Des Moines client has multiple 2nd Shift Claims openings. The qualified candidate will be expected to gather information and enter the information into a spreadsheet.Duties Include Performs a variety of operational tasks for a moderately complex to complex process or functions Takes accountability for entire process from receipt of work to resolution and closure Tasks require coordination of information among various operational areas and customers Uses multiple online systems Receiving and reviewing incoming work Contacting appropriate resources as needed Entering transactions into system, verifying accuracy Balancing general ledger accounts Resolving complex customer issues using multiple resources and records Preparing, editing, distributing, and/or correcting specialized and/or complex documents Works under general supervision following established procedures Providing training as needed
Contract Loan Officer
Details: Contract Loan Officer to start ASAP near SouthlakePrimary Responsibliities will be:1) Approve loans within specified limits, and refer loan applications outside those limits to management for approval.2) Meet with applicants to obtain information for loan applications and to answer questions about the process.3) Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.4) Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.5) Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.6) Review and update credit and loan files
Illinois Central City Teller Full Time and Part Time April\May
Details: Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 1000 branches across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client. Positions available at the following locations: Clark & Jackson - 111 W. Jackson, Chicago, IL 60604 - Part time (20 Hours)Position Summary:The Teller delivers excellent client service and maximizes client solutions by identifying referral opportunities for new products and services based on the customer's financial goals while performing efficient and accurate banking transactions. Position Responsibilities:• Deliver outstanding client service by executing financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing.• Resolve account service issues and respond to client inquires promptly and effectively.• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.• Drive efforts in the branch to identify and implement a positive overall client experience.• Deepen client relationships by effectively executing all services and referring bank products while achieving goals through daily sales activities and branch sales promotions.• Proactively educate clients on utilizing available access channels (i.e. ATM, Online and Telephone Banking).• Continuously learn new and existing products through sales aids (features, benefits, fees, etc.).The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.NOTE: You may be required to take a timed online assessment once you complete an online profile.If you need to take the assessment, you will either be directed to do immediately or you will receive anemail with instructions on how to access the assessment within the next few days. Please ensure thatyour email address is accurate on our system, and please note that the assessment invitation maygo into your spam folder rather than to your inbox. The assessment will require 45-60 minutes ofuninterrupted time to complete.
Illinois North Shore Teller Full Time and Part Time April\May
Details: Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 1000 branches across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client. Positions available at the following locations:Uptown - 4887 N. Broadway, Chicago, IL 60640 - Part time (32 Hours)Position Summary:The Teller delivers excellent client service and maximizes client solutions by identifying referral opportunities for new products and services based on the customer's financial goals while performing efficient and accurate banking transactions. Position Responsibilities:• Deliver outstanding client service by executing financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing.• Resolve account service issues and respond to client inquires promptly and effectively.• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.• Drive efforts in the branch to identify and implement a positive overall client experience.• Deepen client relationships by effectively executing all services and referring bank products while achieving goals through daily sales activities and branch sales promotions.• Proactively educate clients on utilizing available access channels (i.e. ATM, Online and Telephone Banking).• Continuously learn new and existing products through sales aids (features, benefits, fees, etc.).The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.NOTE: You may be required to take a timed online assessment once you complete an online profile.If you need to take the assessment, you will either be directed to do immediately or you will receive anemail with instructions on how to access the assessment within the next few days. Please ensure thatyour email address is accurate on our system, and please note that the assessment invitation maygo into your spam folder rather than to your inbox. The assessment will require 45-60 minutes ofuninterrupted time to complete.
PT Teller (20 hrs) West Portal Branch
Details: Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 1000 branches across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client.Position Summary:The Teller delivers excellent client service and maximizes client solutions by identifying referral opportunities for new products and services based on the customer's financial goals while performing efficient and accurate banking transactions. Position Responsibilities:• Deliver outstanding client service by executing financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing.• Resolve account service issues and respond to client inquires promptly and effectively.• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.• Drive efforts in the branch to identify and implement a positive overall client experience.• Deepen client relationships by effectively executing all services and referring bank products while achieving goals through daily sales activities and branch sales promotions.• Proactively educate clients on utilizing available access channels (i.e. ATM, Online and Telephone Banking).• Continuously learn new and existing products through sales aids (features, benefits, fees, etc.).The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.NOTE: You may be required to take a timed online assessment once you complete an online profile.If you need to take the assessment, you will either be directed to do immediately or you will receive anemail with instructions on how to access the assessment within the next few days. Please ensure thatyour email address is accurate on our system, and please note that the assessment invitation maygo into your spam folder rather than to your inbox. The assessment will require 45-60 minutes ofuninterrupted time to complete.
PT Teller (20 hr) 8th Irving Branch
Details: Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 1000 branches across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client.Position Summary:The Teller delivers excellent client service and maximizes client solutions by identifying referral opportunities for new products and services based on the customer's financial goals while performing efficient and accurate banking transactions. Position Responsibilities:• Deliver outstanding client service by executing financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing.• Resolve account service issues and respond to client inquires promptly and effectively.• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.• Drive efforts in the branch to identify and implement a positive overall client experience.• Deepen client relationships by effectively executing all services and referring bank products while achieving goals through daily sales activities and branch sales promotions.• Proactively educate clients on utilizing available access channels (i.e. ATM, Online and Telephone Banking).• Continuously learn new and existing products through sales aids (features, benefits, fees, etc.).The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.NOTE: You may be required to take a timed online assessment once you complete an online profile.If you need to take the assessment, you will either be directed to do immediately or you will receive anemail with instructions on how to access the assessment within the next few days. Please ensure thatyour email address is accurate on our system, and please note that the assessment invitation maygo into your spam folder rather than to your inbox. The assessment will require 45-60 minutes ofuninterrupted time to complete.
Home Lending Specialist \ Loan Officer Copley Branch
Details: The Home Lending Specialist consults with customers to offer lending solutions that meet their home financing needs and promotes Citi and its financial services. Position Responsibilities: • Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.This includes collecting and analyzing information about the customer's financial situation, financial and personal objectives, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. • Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. • Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. • Visit customers outside of Citi's offices, with such visits to vary from HLS to HLS based on clientele, geography, market conditions, and other factors.• Work as a team with other Financial Center personnel.• Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.• Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.• Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.
Home Lending Specialist \ Loan Officer North Quincy Branch Bilingual English\Mandarin
Details: The Home Lending Specialist consults with customers to offer lending solutions that meet their home financing needs and promotes Citi and its financial services. Position Responsibilities: • Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.This includes collecting and analyzing information about the customer's financial situation, financial and personal objectives, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. • Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. • Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. • Visit customers outside of Citi's offices, with such visits to vary from HLS to HLS based on clientele, geography, market conditions, and other factors.• Work as a team with other Financial Center personnel.• Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.• Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.• Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.
FT Teller Mountain View Branch
Details: Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 1000 branches across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client.Position Summary:The Teller delivers excellent client service and maximizes client solutions by identifying referral opportunities for new products and services based on the customer's financial goals while performing efficient and accurate banking transactions. Position Responsibilities:• Deliver outstanding client service by executing financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing.• Resolve account service issues and respond to client inquires promptly and effectively.• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.• Drive efforts in the branch to identify and implement a positive overall client experience.• Deepen client relationships by effectively executing all services and referring bank products while achieving goals through daily sales activities and branch sales promotions.• Proactively educate clients on utilizing available access channels (i.e. ATM, Online and Telephone Banking).• Continuously learn new and existing products through sales aids (features, benefits, fees, etc.).The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.NOTE: You may be required to take a timed online assessment once you complete an online profile.If you need to take the assessment, you will either be directed to do immediately or you will receive anemail with instructions on how to access the assessment within the next few days. Please ensure thatyour email address is accurate on our system, and please note that the assessment invitation maygo into your spam folder rather than to your inbox. The assessment will require 45-60 minutes ofuninterrupted time to complete.
Personal Banker Woodside Atherton Branch
Details: Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 1000 branches across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client. Position Summary:The Personal Banker creates and manages a sales plan delineating optimal methods for achieving sales goals through interaction with clients, prospects, internal partners, and other external contacts and through engaging in events and other marketing activities.Position Responsibilities:• Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients.• Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.• Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.• Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.• Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.• Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions.• Schedule periodic meetings and check-points with clients to provide value-added services.• Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.• Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training.• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. NOTE: You may be required to take a timed online assessment once you complete an online profile. If you need to take the assessment, you will either be directed to do so immediately or you will receive an email with instructions on how to access the assessment within the next few days. Please ensure that your email address is accurate on our system, and please note that the assessment invitation may go into your spam folder rather than to your inbox. The assessment will require 45-60 minutes of uninterrupted time to complete.
Manhattan Midtown — Tellers Part Time Full Time
Details: Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 1000 branches across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client.Position Summary:The Teller delivers excellent client service and maximizes client solutions by identifying referral opportunities for new products and services based on the customer's financial goals while performing efficient and accurate banking transactions. Position Responsibilities:• Deliver outstanding client service by executing financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing.• Resolve account service issues and respond to client inquires promptly and effectively.• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.• Drive efforts in the branch to identify and implement a positive overall client experience.• Deepen client relationships by effectively executing all services and referring bank products while achieving goals through daily sales activities and branch sales promotions.• Proactively educate clients on utilizing available access channels (i.e. ATM, Online and Telephone Banking).• Continuously learn new and existing products through sales aids (features, benefits, fees, etc.). Branch Locations:Madison/42nd Street, Park/57th Street, 399 Park Avenue, 3rd/46th Street, Fifth Avenue, AA/45th Street, 200 Park Avenue, Chrysler Center, Broadway 38th Street, 1440 Broadway, 55th Street, 787 7th Avenue, 800 Third Avenue and Rockefeller Plaza The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.NOTE: You may be required to take a timed online assessment once you complete an online profile.If you need to take the assessment, you will either be directed to do immediately or you will receive anemail with instructions on how to access the assessment within the next few days. Please ensure thatyour email address is accurate on our system, and please note that the assessment invitation maygo into your spam folder rather than to your inbox. The assessment will require 45-60 minutes ofuninterrupted time to complete.
Personal Banker First Bullard Branch
Details: Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 1000 branches across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client. Position Summary:The Personal Banker creates and manages a sales plan delineating optimal methods for achieving sales goals through interaction with clients, prospects, internal partners, and other external contacts and through engaging in events and other marketing activities.Position Responsibilities:• Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients.• Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.• Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.• Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.• Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.• Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions.• Schedule periodic meetings and check-points with clients to provide value-added services.• Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.• Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training.• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. NOTE: You may be required to take a timed online assessment once you complete an online profile. If you need to take the assessment, you will either be directed to do so immediately or you will receive an email with instructions on how to access the assessment within the next few days. Please ensure that your email address is accurate on our system, and please note that the assessment invitation may go into your spam folder rather than to your inbox. The assessment will require 45-60 minutes of uninterrupted time to complete.
Commercial Banking Energy Relationship Manager Houston TX
Details: This Relationship Manager requires a critical skill-set and level experience in areas that are not easily duplicated in the market. This would include Energy, International Banking, HealthCare, Film Industry or any other specialty areas in Commercial Banking. Proactively executes integrated sales, service and relationship strategies to support growth and retention of business customers. Develops new-to-bank business relationships, as well as cross-marketing /needs fulfillment for exiting clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability. Current business segment includes those clients with revenues from $20 to $250+ million annually. Clients in this segment typically require more complex product offerings and customized credit decisions made in the field.POSITION RESPONSIBILITIES- Lead the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace.- Provide strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, clients and prospects.- Provide product specialists with qualified referrals for cross-sell. Assist in closing deals across all products.- Excellent judge of potential qualified clients/deals. Expert at structuring deals to balance risk and reward. Expert at recognizing early warning signs and closely monitors clients to anticipate changes in risk rating. Proactively identifies issues and restructures to mitigate potential future risk.- Partner with other Citi businesses (i.e. Retail Banking, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.- frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.-Through extensive involvement, lead local community awareness that the bank is critically focused on partnering in the community and on providing broad, multi-product banking solutions to the middle market companies housed in the marketplace.-Oversee and ensure safe and sound underwriting/credit practices and overall leadership of a sound lending activity.- srictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.-Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.
PT Teller (20 Hours) Andrew's Hwy Midland TX
Details: Position Summary:Provide customers with superior and quality customer service while performing efficient and accurate transaction processing. Maximize client solutions by referring clients for new products and services based on their financial goals while performing basic banking transactions. Position Responsibilities:• Deliver outstanding customer service by executing financial transactions in accordance with bank policies and procedures.• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.• Demonstrate a positive can-do attitude and develop a customer first culture.• Maintain an acceptable difference and findings record.• Drive efforts in the Branch to identify and implement service behaviors that improve the overall customer experience.• Deepen client relationships by effectively referring bank products and services (POS key: Credit Offers)• Contribute to branch huddles, performance assessments and coaching with manager, and effectively execute all Step-Up! routines.• Achieve referral and scorecard goals.• Participate in daily sales activities and branch sales promotions to peak customer interest and refer customers to Personal Bankers. • Proactively learn new and existing products through sales aid (features, benefits, fees, etc.).• Proactively educate customers on utilizing available access channels (i.e. ATM, Online and Telephone Banking).• Create a warm, welcoming and friendly environment for customers and employees.• Foster teamwork in the branch to ensure a positive overall customer experience.• Support sales/service activities within the Branch by participating in seminars, micro-marketing events, promotional campaigns, product initiatives, etc.• Resolve account service issues and respond to customer inquires promptly and effectively. The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account ofall the responsibilities, and/or minimum qualifications required of an employee assigned to this position. NOTE: You may be required to take a timed online assessment once you complete an online profile.If you need to take the assessment, you will either be directed to do immediately or you will receive anemail with instructions on how to access the assessment within the next few days. Please ensure thatyour email address is accurate on our system, and please note that the assessment invitation maygo into your spam folder rather than to your inbox. The assessment will require 45-60 minutes ofuninterrupted time to complete.
Personal Banker Hollywood Branch (Bilingual English\Russian)
Details: Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 1000 branches across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client. Position Summary:The Personal Banker creates and manages a sales plan delineating optimal methods for achieving sales goals through interaction with clients, prospects, internal partners, and other external contacts and through engaging in events and other marketing activities.Position Responsibilities:• Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients.• Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.• Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.• Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.• Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.• Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions.• Schedule periodic meetings and check-points with clients to provide value-added services.• Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.• Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training.• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. NOTE: You may be required to take a timed online assessment once you complete an online profile. If you need to take the assessment, you will either be directed to do so immediately or you will receive an email with instructions on how to access the assessment within the next few days. Please ensure that your email address is accurate on our system, and please note that the assessment invitation may go into your spam folder rather than to your inbox. The assessment will require 45-60 minutes of uninterrupted time to complete.
UHNW Associate Banker New York
Details: The Associate Banker role is an integral part of the sales organization of Citi Private Bank. The Associate Banker acts in a supporting role with his/her assigned Private Banker(s) to source and onboard new clients, and to deepen existing client relationships. By developing the ability to assess a client’s financial profile, and understanding his/her goals and challenges, the Associate Banker actively contributes to shaping client financial strategies designed to help provide solutions for managing, growing, and protecting wealth. The Associate Banker is responsible for three primary activities: 1) Supporting banker(s) to onboard new clients and identify and close cross-sell opportunities for existing clients; 2) Sales support and relationship maintenance activities; and 3) Compliance oversight and control.Key Responsibilities:New Client Acquisition and Business DevelopmentAssist banker(s) on-board new, qualified UHNW clients including document preparation.Assist banker(s) create, maintain and implement account plans designed to identify revenue growth opportunities for new and existing clients.Manage the pre-call planning process, post-meeting de-briefs; responsible for writing concise call reports.Begin to develop relationships with product specialists and interact with them on opportunities (non-investment).Sales Support and Relationship MaintenanceMaintain an up-to-date and accurate deal pipeline for the Banker.Maintain a moderate level of client contact to assist the banker(s) in revising strategies based on changes in client needs (non-investment).Handle complex client inquiries and resolve client issues with local service officer.Work with account opening hub and follow through on client account opening from documentation phase through funding stage.Assist Banker with any necessary administrative tasks including meeting set-up, scanning, filing, copying, phone coverage.Compliance Oversight and ControlsCoordinate the establishment of new accounts, by gathering all required KYC and account opening information and documentation for hand-off to the Client Account Officer team.Help to relieve account opening bottlenecks by completing KYC and account opening activities on occasion.Work with clients and bankers to collect KYC updates for the preparation of periodic KYC reviews by the Client Account Officer team on a timely basis.
Builder Loan Officer
Details: The Mortgage Professional (MP) is responsible for generating business through relationship sales of mortgage products within assigned builder communities for one of the nation's largest home builders. Additionally, they are responsible for working the borrower through application, qualification, and collecting supporting documentation. They serve as the primary contact with the borrower throughout the transaction.ESSENTIAL JOB FUNCTIONS Provide sales support and strong communication to customers, processors and management from loan pre-qualification to loan closing. Complete mortgage applications using Company loan product system, including initial required documentation and stipulations. Must ensure compliance with Nationstar Mortgage policy and government regulations. Maintain production reports for leads and sales contact, pipeline and other pertinent sales activity reports. Maintain production standards per minimum acceptable levels as set by Nationstar Mortgage management. Monitor all applications and supporting documentation to avoid and detect consumer fraud.
Home Lending Specialist (Loan Officer) Plantation Branch
Details: The Home Lending Specialist consults with customers to offer lending solutions that meet their home financing needs and promotes Citi and its financial services. Position Responsibilities: • Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.This includes collecting and analyzing information about the customer's financial situation, financial and personal objectives, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. • Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. • Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. • Visit customers outside of Citi's offices, with such visits to vary from HLS to HLS based on clientele, geography, market conditions, and other factors.• Work as a team with other Financial Center personnel.• Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.• Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.• Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.
