of computers is a plus. Applicants with prior banking experience in new accounts or as a personal banker may be hired as a Customer Service Rep, which works as a teller and new accounts rep. Persons in this position process a variety of basic customer service account transactions.
Provides prompt, courteous, and friendly service with highest level of confidentiality.
a dynamic, growing bank that values the contributions of its staff? This position earns competitive pay. We also offer great benefits , including medical, dental, vision, a 401(k) plan with a company match, a pension plan, 10 paid holidays, paid time off (PTO), company-paid life insurance, voluntary insurances, and tuition reimbursement.
If this sounds like the right opportunity for you to leverage your skills, join our close-knit team today! ABOUT BALLSTON SPA NATIONAL BANK (BSNB) Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region, including Saratoga County, Albany County, and the North Country.
Thirteen full-service banking offices provide products and services geared towards meeting the needs of the markets we serve. Local decision-making, an extensive line of value-rich products, and friendly customer service have helped us to build a loyal customer base.
As a community-minded financial institution, we make giving back and volunteer work a priority. We also like to give back to our staff. We find ways throughout the year to thank them for their hard work. The success of each staff member, as well as the bank, is at the heart of how we work. Staff development is key to our success, and contributions by each individual are recognized and celebrated. Working with us is like working
with family. A DAY IN THE LIFE OF THE ELECTRONIC BANKING ASSOCIATE As an Electronic Banking Associate, you provide support by answering customer calls in regard to their accounts.
You will provide card management support including card activation, pin resets, and other associated changes. You will provide consumer online banking support including password resets and researching customer inquiries. You will perform duties in regards to wire transfers, provide Cash Management and Remote Deposit Capture support, as well as provide other support to the Customer Support Services department as needed. You are always friendly and patient, always providing the exceptional customer service for which we are known.
QUALIFICATIONS FOR THE ELECTRONIC BANKING ASSOCIATE High school diploma or GED required ; One year prior customer service experience required ; One year prior banking experience required ; Must have data entry/keyboard experience with a working knowledge of spreadsheet and word processing applications. BSNB is an Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, disability, or national origin. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. Job Posted by Applicant Pro
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating
of terms and/or taking an application for a dwelling secured transaction.
As such, this position requires compliance with the S. A. F. E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systeminteractionperience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needinteractionperience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.
Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.
nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 12921 Galleria Cr Bee Cave, TX 787382302 Ranch Road 620 S Lakeway, TX 787377101 West Hwy 71 Austin, TX 7873511032 FM 2222 Austin, TX 787303949 South Lamar Blvd Austin, TX 787013105 Windsor Rd Austin, TX 787031601 West 35th St Austin, TX 787033738 Bee Cave Rd Austin, TX 78746Positions may not be available at all locations listed Posting End Date: 20 Jan 2024 Job posting may come down early due to volume of applicants.
We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9aedb300-6d25-4dae-a0b1-95efca5fd493
employees! Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business.
Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability. Responsibilities : Deliver stellar member service levels to all current and prospective
members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels and solutions Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Consistently process transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales and service purposes Responsible
for following up with all current and prospective members to ensure a positive experience Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to optimize the member experience Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, business, specialty titled accounts, such as Trusts, Guardianships, Rep Payees, and Retirement accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request, Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers on a daily basis Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification Perform all Lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.
Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during period of high volume Maintain all daily vault operations in compliance with Credit Union Policies and Procedures Serve as the liaison to cash vendors and courier services Provide guidance, troubleshooting, mentoring, coaching, and training for all applicable staff outside of authority and knowledge base Performs month and surprise audits as necessary Manages proper document scanning and document retention Complete Deposit Hold Notices and approve check hold releases within approval limits and where applicable Completes and submits all Currency Transaction Reports in compliance with Credit Union policies, procedures and State and Federal Regulations Assist and brief Branch Management on branch production, reporting function for loan pipelines, member activity, member correspondence, and any other information as needed, new membership account reviews, loan application reviews, and HMDA reviews Provide digital branch support as well as member support regarding online banking service and maintenance.
Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Provide Notary services to members Achieves a minimum of " Satisfactory" rating on internal audits and examinations Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members.
Essential Qualifications: Qualified candidates will have a high diploma or equivalency certification. At a minimum, 3 years of customer service, preferably in a banking environment. Cash handling preferred, supervisory experience required. Notary license required to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.
Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing. Demonstrated skill in customer service and communication. Ability to exercise tact and responsibility with handling confidential information. Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of loan processing procedures Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations and procedures Apply today and discover a rewarding career!
We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union is an Equal Opportunity Employer.
All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status. Job Posted by Applicant Pro
lending programs. Primary duties include originating and underwriting credit requests, servicing an existing credit portfolio, prospect new small business banking relationships, follow-up on small business leads and referrals that come from CSB branch network and other departments, and work with associates to provide clients with a full range of banking products and services.
To be considered for this position applicants must have a bachelor's degree in accounting, business administration or related field or equivalent experience. Client relationship management experience. Strong business development focus. Excellent communication skills. Ability to organize and analyze complex financial
information. Strong PC skills including Microsoft Office Suite. If you have a passion for building relationships and a relentless desire to do the right thing for your co-workers, customers, and community, you may be the perfect fit for our Community State Bank team.
CSB hires people from a variety of backgrounds, not just because it's the right thing to do, but because it makes us stronger. We offer amazing opportunities for career progression, and we'll work with you to explore your career path and goals. We invest in our employees and your family by providing a 401k, employee stock purchase plan, health/dental/vision insurance, educational reimbursement, volunteer opportunities in the community and a full range of additional benefits. Pre-employment credit check, criminal background check and drug screen is required.
organization and first contact for members. MSRs provide superior service and an awesome experience to all members, offering a full range of products and services through meaningful conversations. Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members.
At Prospera Credit Union, people aren't just numbers or transactions and you won't be treated that way either. We currently have opportunities for Full-Time Member Service Rep/Teller at our Ballard/North Appleton Location: Full-time = 40 hours per week Must be available to work within the hours of 7:15AM - 5:15PM weekdays (until
5:45p Thursdays) Must be available to work on Saturdays from 8:45AM - 12:15PM (rotational with other branch staff) Bilingual (English/Spanish) is a big plus for these roles As a member of our dynamic team you will be responsible for: Providing professional, friendly and personalized member service during each interaction.
Act as the face of the organization and one of the first points of contact for our members Accurately processing a variety of financial transactions (deposits, withdrawals, advances, loan payments, etc. ). Creating conversations with members to help identify their needs Providing information and education about various products and services Making appropriate referrals,
suggestions and referrals to other team members who specialize in different areas such as loans, investments, mortgages, etc.
Understand and accountable for executing all job functions in a way that is consistent with all requirements of Bank Secrecy Act (BSA) and the USA Patriot Act/Customer Identification ACT (CIP) Other duties as assigned What could make YOU a great candidate for this opportunity? A passion for helping people and being part of an awesome team Excellent verbal communication skills Strong attention to detail Retail experience High School Diploma or GED Teller experience is helpful but not necessary Cash handling experience is a plus but we will train Bilingual (English / Spanish) preferred Working knowledge of basic math, including the ability to balance cash drawer activities Ability to work independently as well as contribute positively to the team environment Ability to hear, assimilate and solve problems quickly, using a member service approach ~Don't meet all the desired qualifications?
We are dedicated to building a diverse, inclusive and authentic workplace so if you're excited about this role but your past experience doesn't align perfectly with our job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
~ If you are looking for a great opportunity to join a growing team, let's talk! We offer competitive compensation, an excellent benefits package and a fun, family-oriented culture. Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere. Life is short. Work somewhere awesome! _ _ Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran status.
Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.
individual to join their dynamic credit union team, either as a part-time or full-time employee. In a fast-paced environment, this position is perfect for the energetic and outgoing people-person who is eager to build their career in the credit union industry.
We have opportunities for growth especially as a floating supervisor, teller supervisor or dedicated member services representative. Apply today! About Northern Indiana Federal Credit Union (NIFEDCU) Northern Indiana Federal Credit Union is a small but rapidly growing, $42M credit union located in Northwest Indiana. We provide a full array of products, programs and services expected from a full-service financial institution. As
a credit union, we focus heavily on building and enhancing direct relationships with our members. Our members are our number-one priority, and our top goal is to bolster their financial experience, provide solutions for their goals and help them take advantage of their special member perks.
We are a family-like operation with a commitment to the work-life balance of our valued employees. NIFEDCU offers a competitive salary for both full-time and part-time positions with benefits that include: Health, Dental and Vision Insurance Paid Holidays, Vacations and Sick Leave Retirement Benefits, including up to a 3% match A Monday-through-Friday work week It's an exciting time to come aboard
at NIFEDCU. We are currently in the process of launching our new brand across our entire organization and into the communities we serve.
We are committed to offering approachable and comprehensive financial solutions for the hardworking people of Northern Indian a. Your Life as a Member Service Representative Our Member Service Representatives are the face of our organization and the first point of contact for the majority of our members. You will primarily use your exceptional member service skills to contribute to the success and reputation of NIFEDCU, and you'll have the opportunity to help shape the organization as we grow. All your actions in interacting with members and accommodating their requests will be delivered in an upbeat, knowledgeable and timely manner following all NIFEDCU policies and procedures.
As a motivated achiever and team member, you will eagerly take on all service opportunities - from the simple to the challenging. Get ready for exciting days where you have the opportunity to share smiles and assist in obtaining financial dreams! As a Member Service Representative, you will: Assist with new account processing, including account opening, closing and maintenance Accurately process teller transactions such as deposits, withdrawals, loan payments and check cashing Assist members with the credit union's products, services and electronic delivery channels Maintain high level of trust with confidentiality Comply with BSA/AML/OFAC regulations and guidelines Cultivate and strengthen relationships with members Travel between our two locations as needed And more Qualifications: Must have at least 2 years of bank/credit union teller experience Experience on Sharetec Data Processing a plus!
Relevant education A multitasker Ability to maintain a calm demeanor within challenging situations Amazing communication, grammar, and mathematics skills Keen attention to detail Ability to work independently and with a team Ability to work all operating hours Take pride in professionalism Maintain confidentiality Outgoing and welcoming personality An ambitious attitude Job Posted by Applicant Pro
opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a " Better, Faster, Easier. -Always. " experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community.
Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial
needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL. What We Value At Timberline Bank, the core of our culture is in the following values.
We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business. Exceeding Customers' High Expectations Empowering a Dedicated Team Having Fun While Winning Passionate About our Communities Value Added Resource for our Customers (Trusted Advisor) Position Summary This is a full time non-exempt, non-officer position. This position requires excellent customer service skills and an ability to work well with the team. This position
acts as a personal banker to the branch's business customers and as a back-up to the Cash Management Specialist.
Essential Duties and Responsibilities Must be proficient and able to perform all essential duties and responsibilities of the Business Banking Specialist I. In addition, this position will: Provide quality customer service promptly and courteously at all times. Determine the customers' needs, offer solutions to meet those needs and problem solve on an ongoing basis. Open all deposit accounts and assist customers with queries concerning Bank services. Thorough knowledge of more complex business customer solutions including but not limited to: Direct Deposits Business Online Banking Mobile Banking Remote Deposit Capture and Installation Domestic and International Wire Transfers, Online Wires Online ACH Construction Draws Troubleshooting Issues and/or teaching customers how to utilize our products and services Promote non-interest income products including merchant services, credit cards, and more.
Follow established audit, security and compliance guidelines and have an understanding of policies and procedures. The Business Banking Specialist II works with the Business Banking Specialist III Lead and/or Aspen Retail Banking Officer to identify, analyze, and offer cash management products and services to established business customers and targeted prospective corporate clients: Assist in establishing and maintaining relationships with business and consumer customers.
Assist with performing customer set-up and provide service maintenance on all cash management products and services for new and existing customers. Travel to client's place of business to provide equipment and software installation, including training, education, and troubleshooting when necessary and in accordance with all Timberline Bank Policies. Assist with customer service-related issues and problem solving in a timely manner.
Maintain a current knowledge of all regulations along with demonstrating a knowledge and understanding of the company's policies and procedures. Be proficient in diagnosing and troubleshooting technical issues in person, over the phone and via email in an efficient, timely, and professional manner. Provide cash management product support by reviewing set up documentation for accuracy and completing system set up of cash management services for business customers. Assist in training customers and bank employees in all cash management products and services.
Maintain complete confidentiality regarding sensitive customer and proprietary information. Perform tasks independently providing professional and knowledgeable assistance to all customers. Must establish a working relationship with a Business Banker that you work directly with and serve as their primary Business Banking Specialist contact, requiring strong relationship-building skills between yourself and the customer, and yourself and your Business Banker. Assist with teller duties as assigned, including but not limited to: Process teller transactions accurately and efficiently.
Meet the required standards established for cash handling and cash disbursement. Accurately meet policy requirements for teller drawer balancing. Attend and actively participate in all required trainings for Deposit Operations, Risk Management, and more. Ability to meet goals for rocks as assigned by Retail Banking Officer. Duties may be expanded on as experience and professional goals are achieved. Required Knowledge and Expertise High School diploma or GED Colorado Notary Some banking experience preferred Knowledge of banking services and products to offer solutions to meet our customers' needs Proven people, communication, prioritization, and organizational skills Team player with a strong, team-focused attitude Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge and understanding of the Bank's policies and procedures Continuing education to maintain job knowledge Key Competencies/Skills Be Thorough : Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations.
Achieve Results : Complete tasks on a timely basis and based on an understanding of the priorities. Establish and Maintain Personal Credibility : Consistently model behavior that is perceived as responsible, reliable, and ethical.
Communicate Effectively : Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed. Critical Thinking : Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Relationship Building : Ability to effectively build relationships with vendors, management, and staff.
Time Management : Ability to effectively utilize available time for the completion of necessary job tasks. Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered.
In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off. Equal Employer Opportunity Statement Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, interaction, national origin, disability status, genetics, protected veteran status, interactionual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.
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 as needed. Process savings withdrawals. Cash checks: verify endorsement, receive proper identification, and ensure validity.
Identify counterfeit currency. 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. Open new accounts. Refer customers to the proper department for issues that cannot be resolved at the
teller line. Count and roll loose coins. Issue personal money orders and cashier's checks. Sell Traveler's Check cards and Visa 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. Accept county property tax payments. Balance and update savings passbooks, and close accounts when requested. Follow procedures for removing accounts for dormancy. Balance drawer daily. Redeem U. S. Savings Bonds Maintain appropriate currency logs. Process Mail. Assist with night depository duties; logging bags, processing deposits, making
change orders, issuing receipts and returning bags to customers.
May assist in opening and closing procedures. Assists in balancing vault currency and coin. Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Receives and processes stop payment and hold orders. Provides effective customer service and assists in resolving problems within given authority. Scan and process proof May answer telephones and directs callers to proper Bank personnel. May gather data and process various reports (e. g. currency transaction, monetary instrument log, cash transaction log). Maintains files, copies and faxes documents and orders and distributes supplies.
Secondary Duties The position of Multifunctional Teller performs duties specific to the position and other functions as assigned. Supervisory Responsibility The position of Multifunctional Teller is not responsible for the supervision of any employee(s). Environment and Physical Activity The environment for this position is an open office that is mostly clean and comfortable. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will.
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, adding machine(calculator), encoder, money counter, typewriter, computer terminal, personal computer and related printers. Mental Demands The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Minimum Requirements These specifications are general guidelines based on the minimum experience normal considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED); or 1 year of related experience and/or training; or the equivalent combination of education and experience. Cash handling or sales experience with prior customer service experience preferred. Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. Mathematical skills In-depth knowledge of all bank deposit products and policies Basic knowledge of bank loan, trust and investment center products Ability to work in a fast-paced environment Ability to work well under pressure Ability to cross sell High degree of accuracy Strong communication skills Organizational skills Ability to complete training to obtain knowledge of various federal regulations and teller roles and responsibilities relating to each regulation.
Management reserves the right to change this position description at any time according to business needs.
inquires, providing account information and resolving or referring electronic services issues. Actively builds relationships with new, existing and prospective members and cross-sells products and services using consultative selling techniques. Demonstrates teamwork through positive interaction and cooperation with fellow associates, members of management and other departments.
Supports and promotes the Credit Union's Vision, Mission and Core Values. Primary Responsibilities In addition to proficiency in all Teller duties and responsibilities, this position will also be responsible for the following: Welcomes and serves members in a friendly and courteous manner, thanking the member for
their business and using the member's name during the call. Provides member services such as checkbook orders, stop payments, etc. Performs opening and closing procedures for main vault and branch.
Thinks critically, empathizes with the member, and escalates issues when an equitable resolution cannot be obtained. Strives for first call resolution, but may require research, follow-up, and return calls. Complies with member identification procedures and exercises discretion when dealing with confidential information. Provides account information and processes member requests for statement copies. Researches and correct errors on member accounts. Performs general account maintenance on member
accounts, such as address changes. Assists members with closing accounts.
Ensures compliance with all applicable regulatory requirements. Maintains a proficient knowledge of all Credit Union products and services. Asks appropriate questions to obtain an understanding of members' needs and recommend products and services that may benefit the member and meet the Credit Union's corporate goals. Handles complex account servicing issues, account maintenance and troubleshooting including fraud. Assists in the set-up of Home Branch accounts. Resolves or refers electronic service issues including, Home Branch, Bill Pay, Remote Deposit Capture, Debit Cards, and Credit Cards.
Orders debit cards and assists members in filing debit card disputes as well as inform member of the time frames associated with debit card claims. Accepts telephone loan payments on member accounts and quotes consumer loan payoffs. Actively works to achieve personal, departmental, and organizational sales and service goals. Confers with other departments to resolve member questions and concerns. Understands and complies with federal, state, and other rules and regulations relating to products and services. Performs such duties as may be required from time to time for the overall management and operation of the Credit Union.
Educational/Experience Requirements High school diploma or GED. Minimum two years of similar or related experience including customer service experience. Minimum two years of previous Teller/Member Service Specialist experience preferred. Call Center or switchboard operator experience a plus. Qualifications Must be able to speak, read, write and understand English Basic clerical skills and knowledge of general office equipment. Good mathematical skills and business aptitude. Excellent verbal and written communication skills. Demonstrated professional telephone skills.
Positive, outgoing personality and a " can-do" attitude. Ability to make decisions and solve problems timely. Proficient computer skills and the ability to work in Window-based systems/Microsoft applications. Bilingual language skills a plus. Ability to work various schedules and on Saturdays as needed. Ability to travel to other branches as needed. Job Posted by Applicant Pro
organization and first contact for members. MSRs provide superior service and an awesome experience to all members, offering a full range of products and services through meaningful conversations. Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members.
At Prospera Credit Union, people aren't just numbers or transactions and you won't be treated that way either. We currently have several new opportunities for " Floating" Full-Time Member Service Rep/Teller : This position will work at any local branch locations based on staffing needs (see Work Location link below) Full-time
= 40 hours per week Must be available to work within the hours of 7:15AM - 5:45PM weekdays Must be available to work on Saturdays from 8:30AM - 12:30PM (rotational with other branch staff) As a member of our dynamic team you will be responsible for: Providing professional, friendly and personalized member service during each interaction.
Act as the face of the organization and one of the first points of contact for our members Accurately processing a variety of financial transactions (deposits, withdrawals, advances, loan payments, etc. ). Creating conversations with members to help identify their needs Providing information and education about various products and services Making appropriate
referrals, suggestions and referrals to other team members who specialize in different areas such as loans, investments, mortgages, etc.
Understand and accountable for executing all job functions in a way that is consistent with all requirements of Bank Secrecy Act (BSA) and the USA Patriot Act/Customer Identification ACT (CIP) Other duties as assigned What could make YOU a great candidate for this opportunity? A passion for helping people and being part of an awesome team Excellent verbal communication skills Strong attention to detail Retail or customer service experience High School Diploma or GED Teller experience is helpful but not necessary Cash handling experience is a plus but we will train Working knowledge of basic math, including the ability to balance cash drawer activities Ability to work independently as well as contribute positively to the team environment Ability to hear, assimilate and solve problems quickly, using a member service approach ~Don't meet all the desired qualifications?
We are dedicated to building a diverse, inclusive and authentic workplace so if you're excited about this role but your past experience doesn't align perfectly with our job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
~ If you are looking for a great opportunity to join a growing team, let's talk! We offer competitive compensation, an excellent benefits package and a fun, family-oriented culture. Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere. Life is short. Work somewhere awesome! _ _ Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran status.
Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.
1910 when the Bank first opened for business. Today, the company keeps better banking moving forward for its customers and communities at Banking Center locations across Northwest Indiana and Chicagoland. Headquartered in Munster, Indiana, Peoples Bank is a locally managed community bank whose mission is to help our customers and communities be more successful.
We do this by providing a variety of consumer, business, and wealth management products, and offering a wide range of digital banking services to meet the unique needs of our customers. Job Summary Provide prompt, efficient and friendly service to ensure an Excellent Customer Experience for all customers and employees. Acknowledges
customers' needs with suggestions and referrals of appropriate Bank's products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures.
These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate ability to work independently and with a team, make sound decisions and use critical thinking skills. Duties and Responsibilities Performs all Universal Banker 1 duties at a proficient level. Opens new accounts and easily handles more complex customer inquiries. May process loan applications with NMLS number. Responsible for auditing, testing and reporting.
Demonstrates strong sales skills. Routinely seeks referral and cross-sell opportunities - including to other lines of business.
Moves seamlessly through the banking center acting in a variety of roles as necessary - adapts easily to meet all banking center needs. Participates in Bank and Team activities. May possess ability to mentor others. Expectation to put forth effort to expand knowledge within UB level. Qualifications To perform this job successfully, an individual must be able to perform each duty and responsibility at a satisfactory level or above as well as exercise accuracy, alertness, good judgment, courtesy, tact, and patience. The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodation may be made to enable individuals with disabilities to perform the duties and responsibilities. EDUCATION and/or EXPERIENCE High school diploma or its equivalent. 2+ years of Customer Service and Sales experience preferred. Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Job Posted by Applicant Pro
experience. If you are passionate about helping others in a professional atmosphere and have great attention to detail, apply today! ABOUT COMMUNITY FIRST BANK A locally-owned community bank that traces our Boscobel beginnings to 1871, we believe that if our time is spent aiding our customers, then it has been well spent.
We provide value to our customers through exceptional individualized service that exceeds their expectations. And, we strengthen the communities we serve through contributions of time, talent, and financial resources. We recognize that our success is based on the quality and dedication of our team members. That's why we continually invest in their growth through training
and education. We create an enjoyable work environment that empowers our team members and fosters collaboration through open, honest, and sincere communications.
Our employees also earn company stock after meeting the eligibility criteria, making us an employee-owned bank. A DAY IN THE LIFE AS A CUSTOMER SERVICE REPRESENTATIVE / TELLER As a Customer Service Representative / Teller, you arrive each day full of energy and ready to provide excellent customer service. As the first point of contact for our customers, you cheerfully greet each individual and take the time to really listen to their needs. You enjoy nurturing relationships as you get to know them by name. Thriving in our fast-paced
financial environment, you accurately and efficiently process routine banking transactions such as deposits, withdrawals, checks, and loan payments.
You prioritize tasks effectively and stay on top of all the latest regulations and policies. And, most of all, you take pride in making a positive impression on each and every customer that you serve! QUALIFICATIONS FOR A CUSTOMER SERVICE REPRESENTATIVE / TELLER High School Diploma or equivalent At least one year of clerical or administrative experience OR equivalent training Customer service skills Prior banking experience is preferred but not required. Post-secondary schooling in financial services or accounting would be helpful.
Are you focused on the accuracy and quality of your work? Do you have excellent communication skills? Are you detail-oriented and conscientious? Do you enjoy working with people? Are you honest and ethical? If so, then you might just be perfect for this Customer Service Representative / Teller position! WORK SCHEDULE This is a full-time position working Monday through Friday with a frequent Saturday morning rotation. You will have your late evenings and Sundays free! READY TO JOIN OUR BANKING TEAM? If you feel that you would be right for this banking position, please fill out our initial 3-minute, mobile-friendly application.
We look forward to meeting you! Location: 53581
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating
of terms and/or taking an application for a dwelling secured transaction.
As such, this position requires compliance with the S. A. F. E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systeminteractionperience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needinteractionperience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.
Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.
nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 27702 Crown Valley Pkwy, Ladera Ranch CA 92694 Pay Range $20.00 - $27.69 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 11 Jan 2024 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9aebb00b-a046-4502-b28d-67489xyzxyz
