Banking Consultant Salary in Indiana

Investment Banking - Executive Director New York, United States of America Essential Functions/Responsibility Statements: Serve as the contact for client group, developing and driving opportunities to sell the banks products and services. Acts as a liaison with the client, client coverage team, credit and other business partners, including subsidiary bankers and product sales across regions to help deliver the firm to the client. Supports ad-hoc requests from clients, interacting across internal stakeholders. Assists with ensuring assigned client portfolio is kept current with all aspects of the firms KYC/AML requirements. Participates in client planning activities and client calls. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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 perf

How would you like to join one of the most highly regarded community-focused financial institutions in the Tri-State area? Provident Bank is a high-performing, $14 billion company that continues to expand with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. Apply today and discover what our commitment to enhancing our employee and customer experience is all about. POSITION SUMMARY Banking Professionals needed! Join our team in our Fanwood, NJ location today! The Universal Banker position is a "career level" position that performs both Teller and Platform duties. The responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers' needs by processing a variety of financial transactions including but not limited to opening accounts, cross selling, tele-c

Overview: The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities. Engages in conversation with clients by actively listening and asking questions. Introduces clients to other CNB team members, as appropriate , to proactively help meet their financial needs. Princi

1. Summary of Responsibilities: Provide wholesale coverage and develop the commercial relationship with a well-defined group of corporations focused on the following sectors: EV & Charging Stations, Traditional Clean Power, Transmission & Distribution, Clean Tech, Energy Efficiency and Environmental Solutions, offering the whole range of BBVA’s products and services. Drive the origination and successful closing of new business opportunities, mainly investment banking, global markets and ESG/Green product solutions, based on his/ her deep client segment expertise and strategic dialogue, in coordination with the Product and Risk partners. 2. List Major/Essential Job Duties: Collaborate with the US Head of Sustainability and US Global Clients head in defining the strategy, business plan and budget for the unit. Focus on origination of new business opportunities in the US and Latam and drive cross-sell opportunities. Manage a specific portfolio of clients in the US, being directly responsi

Job Summary The Universal Banker position combines the Personal Banker and Teller positions. The primary responsibilities of this position are to assist customers with the paying and receiving functions of the bank, assist customers with opening new accounts, and provide customer service for new and existing account holders. Essential Duties and Responsibilities · Provide a high level of customer service. · Perform processing of financial transactions, including cash transactions, with high accuracy. · Identify customer needs and provide solutions. · Handle maintenance and service requests for new and existing consumer and business customers. · Assist customers with opening business and personal checking accounts, savings accounts, CDs, and IRAs. · Must follow policies and procedures established by Texas Brand Bank. · Performs all other duties as assigned. Qualifications · Part-time - Must be available Monday through Friday, 12:00 pm to 5:00 pm Must be able to work full-time when neces

ABOUT THE JOB The Universal Banker provides exceptional in-branch customer experience through teller transactions, sales, and service. This position is responsible for processing account deposits and withdrawals for a variety of account holders and should exceed the customer’s expectations while servicing their financial needs. The Universal Banker works to improve profitability of the banking center. WHAT DO YOU LIKE? A Universal Banker: Enjoys communicating with customers and assisting them with daily transactions. Excels in listening for sales opportunities. Enjoys nurturing relationships with and identifying needs of customers to promote service quality and business growth. Is detail oriented and has strong knowledge of retail banking products & services. WHAT WILL YOU DO? Serve as the initial point of contact for customers entering the bank. Ensure cash drawer is accurate and balanced before and after your shift. Perform all teller transactions accurately & efficiently. Opening ne