Business Banking Relationship Manager II | Windsor, CT, USA
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WAC-OK World Finance Company of Oklahoma, LLC
Financial Services Representative
WAC-OK World Finance Company of Oklahoma, LLC • Bartlesville, OK, United States • via Workday
3 days ago
Full–time
No Degree Mentioned
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Job highlights
Identified by Google from the original job post
Qualifications
Must be able to demonstrate self-confidence and organizational skills
A history of choosing kindness, showing compassion, and helping others
The willingness to seek quality-driven solutions and embrace new ideas
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Benefits
Hourly Pay: $15 - $19 What you’ll do: Guide customers toward upward credit mobility through good financial choices
We pay you to give back: employees get paid volunteer hours each year
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days
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Responsibilities
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth
This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts
This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture
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Job description
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you’re the face of World Finance – empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you’ll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player – pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver’s license & access to a dependable vehicle. Must possess a valid driver’s license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World’s Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We’ll get you home for dinner: your life outside of work is priority #1 You’ll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually – turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, ****** orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities. For over 60 years, World Finance has been helping customers focus less on the unexpected expenses of life, and more on what makes life so sweet. In doing so, we offer personal installment loans that suit the specific needs of our customers while simultaneously delivering outstanding customer service. We are always looking for great people to join our team. Located in 16 states, our network of branches work to provide good to the communities around them. World Finance has been recognized as a Top Workplace in the USA, and we are looking forward to having new team members to join us and be a part of our continuous growth!
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Fulton Bank
Business Banking Relationship Manager II | Windsor, CT, USA
Fulton Bank • Windsor, CT, United States • via EFinancialCareers
3 days ago
Full–time
Apply directly on EFinancialCareers
Job highlights
Identified by Google from the original job post
Qualifications
Bachelor's Degree or the equivalent experience
Specialty: Business Administration or related field. (Required)
6 or more years Business or Commercial Banking, Consumer Banking or Small Business Banking experience
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Benefits
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state
The salary range may vary based on geographic location
The salary range for this position is $111,100.00 - $185,100.00 annually
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Responsibilities
Requires flexibility for frequent travel within assigned markets as needed
Additional in-market office locations may be an option depending on space availability
A Business Banking Relationship Manager II plays a pivotal role in contributing to the profitability and growth of the Business Banking segment while building and maintaining strong relationships with new and existing business clients
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Job description
Business Banking Relationship Manager II
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a hybrid career opportunity covering the Central NJ market. Requires flexibility for frequent travel within assigned markets as needed. Additional in-market office locations may be an option depending on space availability.
A Business Banking Relationship Manager II plays a pivotal role in contributing to the profitability and growth of the Business Banking segment while building and maintaining strong relationships with new and existing business clients. Coordinate loan, deposit and fee income products and services that meet the needs of the customer. Collaborate closely with the Financial Center teams and Fulton partners to ensure seamless integration of services to both current and prospective clients. Seek opportunities to network and develop key centers of influence. Identify and successfully capitalize on cross-sell opportunities with bank partners. Achieve and surpass established sales goals with risk tolerance levels. Assumes responsibility for relatively complex activity and portfolio for Business Banking clients.
Responsibilities
• Identify, source and develop new business opportunities utilizing the Fulton sales strategies. Conduct thorough research to understand potential clients' needs, challenges, and financial goals. Develop and execute effective prospecting strategies to expand the client base. Apply advanced negotiation and relationship management skills along with the ability to analyze financial statements and assess risk.
• Build and maintain strong relationships with existing business clients, serving as their primary point of contact for all banking needs. Expand and identify new loan, deposit and other financial services opportunities within existing client base. Regularly engage with clients to understand their business mode, cash flow and evolving requirements to provide tailored financial solutions. Provide annual relationship reviews to understand client's needs and future plans. Serve as a trusted advisor and effectively counsel and make recommendations to help support their business objectives
• Focus on driving continuous improvement in portfolio revenue growth and nee production revenue. Achieve and surpass established sales goals within risk tolerance constraints.
• Analyze clients' financial situations and business operations to offer customized banking products and services. Provide counsel on cash management, financing options, investment opportunities, and other relevant financial matters. Collaborate with internal stakeholders and partners to deliver comprehensive solutions to clients.
• Monitor and assess the performance of the client portfolio, identifying opportunities for growth and risk mitigation. Proactively address any issues or concerns raised by clients, ensuring prompt resolution and high levels of satisfaction. Utilize CRM tools and other systems to maintain accurate records of client interactions and transactions.
• Adhere to all regulatory guidelines and internal policies governing business banking activities. Conduct thorough due diligence on new clients and ensure compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures. Mitigate risks associated with lending and financial transactions by implementing appropriate risk management practices.
• Sustain comprehensive understanding of current products offered in the market and keep informed of all relevant industry trends and practices.
• Cultivate relationships network of strategic partnerships across the region.
• Build knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
• Carries out a variety of business development activities to a identify bank prospects. Maintain a stable network of prospective customers with a consistent approach to calling.
Qualifications
Education
Bachelor's Degree or the equivalent experience. Specialty: Business Administration or related field. (Required)
Experience
6 or more years Business or Commercial Banking, Consumer Banking or Small Business Banking experience. (Required)
2 or more years Demonstrated Sales or Relationship Management Experience. (Required)
2 or more years Managing a complex portfolio of clients. (Required)
Knowledge, Skills, and Abilities
• .Excellent Communication and interpersonal skills, with ability to build rapport and trust with clients (Required)
• Proven results in establishing new business relationships and retaining/growing existing relationships. (Required)
• Proficiency in CRM software and leveraging technology to drive results. (Required)
• In-depth knowledge of Business Banking products and services and ability to analyze financial statements and assess risk. (Required)
• Excellent negotiation skills with demonstrated ability to influence others and achieve desired outcomes. Ability to leverage technology to interact with clients effectively and efficiently. (Required)
• Ability to balance needs of clients with associated risks and interests of the company. (Required)
• Proven track record of client acquisition and retention, the ability to execute on strategic plans and strong problem-solving skills. (Required)
• Highly collaborative, organized, and effective time management skills. (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $111,100.00 - $185,100.00 annually.
Additional Compensation Components
This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, ****** orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.