Personal Banker jobs in United States, Tennessee, Memphis

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Skills:

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

As an Associate Project Manager in the P&A Transformation team, you will drive transformation by collaborating with cross-functional teams to identify, plan, and execute digital and process transformation projects. You will support tangible change by aiding in the evaluation and redesign of operating models to better align with emerging technology trends, ensuring smooth transition and value realization.

Job Responsibilities

• Driving Transformation: Collaborate with teams to plan and execute digital and process transformation projects using modern tools and methodologies.
• Supporting Change: Evaluate and redesign operating models to align with technology trends like Cloud, AI/ML, and data analytics, ensuring smooth transitions.
• Modernizing Project Management: Apply agile and traditional methodologies to manage project scope, timelines, risks, and deliverables effectively.
• Coordinating Project: Oversee P&A and Controllers transformation projects, define scopes, develop plans, and ensure timely delivery while managing dependencies and risks.
• Handling Stakeholder Engagement: Facilitate project updates and alignments with LOB leads and technology teams, ensuring effective communication and collaboration.
• Processing & Digital Support: Partner with teams to document business requirements, test digital solutions, and develop training materials for new systems.
• Operating Model & Data Insights: Document and refine process flows and system integrations, leveraging technical know-how to support cloud-based initiatives

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Business Administration, or a related field.
• A minimum of 4+ years of experience in project management or business analysis, with proven exposure to large-scale transformation initiatives ideally within P&A or Controllers functions.
• Demonstrated familiarity with project management tools and methodologies, including Agile/ SCRUM, Waterfall, and traditional change management practices.
• Excellent communication and presentation skills with the ability to engage diverse stakeholders.
• Strong organizational and multitasking abilities to manage projects in a dynamic environment.
• Proficiency with Microsoft Office applications (Excel, Visio, PowerPoint) and basic understanding of data management and cloud architecture principles.

Preferred qualifications, capabilities, and skills

• Advanced technical acumen with exposure to Cloud technologies such as AWS or Databricks.
• Experience with digital transformation tools, data analytics, or business intelligence platforms.
• Certification in Project Management (PMP or Agile methodologies) is a plus.
• Knowledge of AI/ML concepts and digital automation.
• Proven track record in driving process improvements and modernizing business practices.

Note: This position isnoteligible for sponsorship