Carmel Careers

Community Executive-Carmel, IN

Community Executive – Carmel, IN

Department: Branch

Job Status: Full Time

FLSA Status: Exempt

Grade/Level:

Work Schedule: 32-40 hours per week; Saturday Rotation is required

Location: Carmel, IN

Reports To: SVP, Branch Administration

Amount of Travel Required: As Needed

Positions Supervised: Office Manager

Position Summary

This position is responsible for building, developing and maintaining profitable lending, deposit and other business relationships with new and existing customers. Performs functions such as cross selling products, making referrals and resolving customer problems; provides branch support as needed.

Essential Functions

Reansonable Accomodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

Open and close the branch as needed; maintain security policies and procedures

  • Performs a variety of customer service transactions, such as account holds, file maintenance of accounts, name and address change requests and check reorders
  • Open new accounts including checking, savings, CDs, IRAs, and HSAs and mortgage loans, IRAs, HSAs, safe deposit boxes, and traveler’s checks
  • Address customer problems and complaints; counsels customers with problems or disagreements with the bank’s policies and procedures
  • Accept applications for consumer and mortgage loans
  • Responsible for developing new loan and depository business from prospects and expanding current client relationships to meet the bank’s loan and deposit goals.
  • Serve as Relationship Manager for a portfolio of high net worth individuals.
  • Cross-sell other bank related products.
  • Addresses and solves client concerns, claims and queries, ensuring that the process of customer claim resolution is administered efficiency.
  • Coordinates with multiple departments to exceed customer service expectations
  • Keeps abreast of current banking products and services, as well as the processes associated to the delivery of these products and services.

Position Qualifications

Education: Associate’s Degree (two year college or technical school)

Experience: 8+ years related experience

Computer Skills: MS Office

Carmel Careers

Full Time Teller – Carmel, IN

Full Time Teller – Carmel, IN

Department: Branch

Job Status: Full Time

FLSA Status: Non Exempt

Grade/Level:

Work Schedule: 32-40 hours per week; Saturday rotation is required

Location: Carmel, IN

Reports To: Office Manager

Amount of Travel Required: None

Positions Supervised: None

Position Summary

Provide service to bank customers by conducting appropriate transactions accurately and efficiently and meeting the needs of customers by referring them to appropriate departments in the bank.

Essential Functions

Reansonable Accomodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

  • Answer customers’ questions, and explain available services
  • Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit
  • Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices
  • Process savings withdrawals
  • Cash checks: verify endorsement, receive proper identification, and ensure validity.
  • Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies
  • Cross-sell bank products and services
  • Refer customers to the proper department for issues that cannot be resolved at the teller line
  • Count cash, coin and roll loose coins
  • Issue cashier’s checks, Travelers Checks (single & multiple signer), process cash advances, and deluxe gift cards.
  • Accept loan payments: verify payment amount and issue receipts
  • Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded
  • Ensure teller station is properly supplied
  • Balance drawer daily, including periodic batching of cashed checks

Position Qualifications

Education: High School Graduate or General Education Degree (GED)

Experience: One to two years related experience; previous cash handling experience required

Computer Skills: Basic computer skills

We Are Always Accepting Applications and Resumes

Thank you for your interest in a career with United Fidelity Bank. We are always accepting applications and resumes. Send yours below, or select an available position to apply to that opening.