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The Personal Banker focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker maintains focus on acquiring new customers and deepening existing customer relationships through a variety of activities. This role is responsible for processing teller transactions as well as working as a
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Comerica Bank
- Houston, TX
Customer Experience Introduce and refer customers to the platform through routine interactions Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete Comerica's Teller Training Program. Follow company policies and procedures, regulation
Posted Today
The Personal Banker focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker maintains focus on acquiring new customers and deepening existing customer relationships through a variety of activities. This role is responsible for processing teller transactions as well as working as a
Posted Today
Setting up loans on the Commercial loan system for Balance sheet reporting and customer billing. Analyze the loan documents of various complexity levels, to identify loan terms for the new loans, renewals, payments, and rate changes; credits and debits to GL accounts, repricing's, advances, fees, DDA transactions, and other miscellaneous transactions. Independently analyz
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Incident and Investigation Management Respond and supervise investigations into bank robberies, burglaries, thefts, workplace violence, harassment, information loss, etc. Coordinate response efforts with Retail, Risk, Legal, HR, and external agencies including local, state, and federal law enforcement. Provide recommendations to senior management that may include correcti
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Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que
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Act as focal point between customers, relationship managers, portfolio managers and loan closers as appropriate to facilitate loan servicing and coordinate resolution of issues. Provide customers with information for routine to highly complex inquiries. Provides administrative support to the Relationship Managers and Portfolio Managers. Assist in servicing financial and b
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Financial Statement Spreading & Tracking Maintain statement tracking system, accurately creating spreads of financial statements to identify inconsistencies or inaccuracies. Monitor financial covenant tracking system to ensure compliance RECAP Preparation Prepare the RECAP (Record Evidencing Credit Approval Package) shell with basic attachments. Request personal credit re
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The Personal Banker (PB) Flex role will work at multiple locations throughout a designated region for a temporary period of time, (normally one to two weeks) but may require more frequent movement based on the staffing needs within the region. The Personal Banker maintains focus on acquiring new customers and deepening existing customer relationships through a variety of
Posted Today
The Personal Banker focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker maintains focus on acquiring new customers and deepening existing customer relationships through a variety of activities. This role is responsible for processing teller transactions as well as working as a
Posted Today
Marketing Activities Leads, coaches, evaluates, executes and impacts the proactive marketing activities for the attraction, expansion, and retention of customers. Using a Banking Center Daily Plan; determines, coordinates and proactive marketing activities of the team and individual colleagues. Provides daily coaching and evaluations for effective execution. Provides effe
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Oversees the unit's operation based on the overall requirements of external and internal customers as well as regulatory and industry requirements. Oversees the delivery of accurate and timely results for functional units in the department. Address and respond to all customer issues, implementing process improvements where appropriate. Manages risk exposure and maintains
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Prepare regulatory reports and underlying workpapers and calculations for accuracy and completeness, while assisting with proper interpretation of the reporting requirement. Assist in projects to automate, increase efficiencies, and improve controls with software and process enhancements as well as compliance with Enhanced Prudential Standards. Research and consult on rep
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Partner and effectively communicate with lending groups, bank counsel and third parties to drive loans to closing. Identify and resolve process or business related obstacles to closing. Understands loan documentation and requirements needed to move a loan to closing and complete funding and booking. Knowledge of legal, credit and regulatory requirements. Manage problem re
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Developing and configuring Procurement systems. Ensuring control effectiveness and overseeing systematic functionality. Managing data and records for enterprise procurement tools. Lead external audit, regulator and internal audit responses for SOX system(s). Presenting at supplier management consortiums to communicate and train the enterprise on compliant procurement proc
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