and who are eager to learn. We, in return, provide 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 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. Promote, possess a thorough knowledge of, and assist customers with online banking, mobile banking, debit cards, credit cards, remote deposit capture, wire transfers, merchant services and other more complex consumer solutions.
Serve as backup on Adverse Action reports for new accounts. Assist in identifying, analyzing, and offering 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. Assist with customer service-related issues and problem solving in a timely manner. Provide cash management support by reviewing documentation for accuracy, tracking and monitoring exceptions.
Perform daily morning duties including phone calls to customers regarding ACH, non-post, chargebacks, inactive/dormant accounts, red flags, and more. Be proficient in diagnosing and troubleshooting technical issues in person, over the phone and via email in an efficient, timely, and professional manner Maintain complete confidentiality regarding sensitive customer and proprietary information. Perform tasks independently providing professional and knowledgeable assistance to all customers. 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. Required to attend and actively participate in all Deposit Operations, and Risk Management trainings. Ability to meet goals for rocks as assigned by Aspen Retail Banking Officer/Senior 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.
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.
that enter the bank in a professional and friendly manner. Handle telephone inquiries, responding to routine questions and directing calls to appropriate departments. Assist customers in the selection and opening of accounts to meet their financial needs; including checking, savings, certificates of deposits, IRAs, etc.
Perform maintenance on existing accounts and review prior days work to ensure accuracy. Cross-sell bank products or services to existing and potential customers' in-person as well as by phone and written correspondence. Ensure compliance with all laws and regulations relating to all products offered by the Bank to retail customers. Process teller transactions such as deposits,
withdrawals, and check cashing. Multitask between customer interactions and daily tasks. Ensure that each customer receives outstanding service by providing accurate information, building rapport, and processing all transactions as efficiently as possible.
Balance daily work within given time frame and properly follow operation policies and procedures. Answer questions or resolve complex problems on customer accounts. Maintain a high level of product knowledge and demonstrate that knowledge by proactively meeting customer's needs. Understand and promote electronic and mobile banking services. Assist other employees/departments/branches to promote teamwork and good communication. Promote
a positive bank image through community involvement. Other duties as assigned.
Requirements: Education & Experience Prior bank experience preferred. 1 year of customer service experience preferred. Knowledge, Skills & Abilities Basic computer literacy with knowledge of Microsoft Office (Word, Excel, Outlook). Demonstrated accuracy and attention to detail in previous work history. Excellent verbal and written communication skills. Ability to work independently. Basic mathematical skills. Excellent customer service skills. Excellent organization and time management skills Work under pressure and perform several tasks simultaneously. Proven ability to resolve problems and effectively deal with challenging customer situations.
Reporting to this position: No direct reports Physical Demands & Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands: While performing the duties of this job, the employee is frequently required to sit or stand. The employee will frequently use and talk on the telephone and use a computer and other office equipment.
Work environment: While performing the duties of this job, the employee is frequently, located inside an office building. Hours: Monday-Friday 8:00am-4:30pm and rotating Saturdays 8:45am-12:00pm
mutually beneficial and long-term customer relationships by providing a positive customer experience. Essential Functions Develop rapport and build lasting relationships with customers through friendly conversation and active listening. Meet customers' needs by conducting accurate needs backssments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
Process customer transactions such as deposits, withdrawals, transfers, and payments, accurately and efficiently. Count, organize, and safeguard cash and other negotiable bank items. Meet sales goals by describing
the benefits of and suggesting appropriate products and services that meet customers' needs. Cross sell products and services by determining customer needs, referring customers to appropriate business partners, and following up to ensure contact has been made.
Assist customers with inquiries and solve problems in a professional and courteous manner. Conduct daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork. Open new accounts ensuring all documentation is accurate. Comply with all established policies and procedures. Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank
policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
Job Requirements and Qualifications Job requires strict attention to details and thoroughness in the completion of job duties. Job requires developing constructive and cooperative relationships with others. Job requires thorough analysis of information and use of logic to form workable solutions to problems. Job requires the use of computers for various applications. Job requires honesty, integrity, and ethical behavior. Job requires travel to multiple branches within Bank's footprint.
Education and Experience High school diploma or equivalent. One year experience as a teller or customer service representative in the financial services industry. Six months experience selling bank or retail products or services. Knowledge, Skills, and Abilities Knowledge of principles and practices to ascertain and backss customer needs, meet quality standards of customer service, and evaluate customer satisfaction. Proficient computer skills in a Microsoft Windows environment including proficiency in Word and Excel. Strong oral and written communication skills. Ability to understand new information and apply it to current and future job functions, problem solving, and decision making.
Ability to collaborate and relate well to all kinds of people, build appropriate rapport and constructive, effective relationships, and use tact and diplomacy to handle situations comfortably. Ability to give full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to apply concepts of basic algebra. Ability to apply critical thinking to identify the strengths and weaknesses of alternative solutions or approaches to problems. Ability to speak and write clearly in order to effectively convey information so that others understand and as appropriate for the needs of the audience. Ability to apply common sense understanding to carry out written and oral instructions. Ability to deal with problems involving several concrete variables in standardized situations. Physical Requirements Ability to stand for long periods of time up to 75% of work hours.
Ability to lift up to 25 lbs. occasionally and less than 10% of work hours. Ability to use hands to grasp, handle, or feel. Ability to use computer keyboard and system to enter data and process information. Ability to talk, hear, and see. Ability to use telephone to communicate with others. Ability to use office equipment such as teller scanner, personal computer, telephone, mobile devise, copier, etc. Working Conditions Moderate sound as in business office with office machines, computers, and people traffic. Open floor work environment. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, interactionual orientation, gender identity, national origin, protected veteran status or disability.
This job description is not an employment agreement or contract, implied or otherwise. Unity Bank maintains " at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities or working conditions associated with it. Unity Bank reserves the right to modify duties or job descriptions at any time.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, interaction, gender identity or expression, affectional or interactionual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner.
Cross-sells deposit and loan products and refers customers to appropriate person or department. Performs paying and receiving teller functions accurately and balances cash drawer at the end of the day. Must be proficient in all aspects of the role of Financial Service Representative.
Able to relate to other people beyond giving and receiving instructions. Must have strong QNB product knowledge and actively champion QNB Service and Sales, referral and product campaigns.
Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Ability to travel between branches. Assumes additional job-related duties as requested including the ability to work at any branch location. REQUIRED TRAINING, EXPERIENCE AND EDUCATION: Regularly required to stand for prolonged periods of time. Successful experience working with customers and co-workers. Must complete basic FSR training and new accounts training
within the first 6 months of employment. Ability to lift and maneuver 25-50-pound coin bags.
Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. Requires basic reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. Fulfill QNB compliance in operations and security by adhering to government regulations, QNB policy, and established procedures. DESIRABLE KNOWLEDGE, ABILITIES AND SKILLS: Operate an on-line teller terminal and other standard office equipment, including an adding machine and possess keyboarding skills and have a comfort with standard computer skills (i.
e. Outlook, Word, and Excel). Previous or current bank experience desired, but not required. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to grasp objects; reach with hands and arms; balance, stoop kneel, or crouch; speak or listen.
The employee must occasionally lift and/or carry up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. WORKPLACE ENVIRONMENT Work environment characteristics described here are representative of those that must be met by and employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The position requires travel between branches and other Bank activities or events.
Regular and predictable attendance is required. Ability to work weekends and overtime as requested.
maintaining a comprehensive understanding of consumer and business deposit products and related services. Adheres to customer confidentiality standards and regulations at all times, including time away from the workplace. Provides assistance to customers in processing banking transactions.
Customer Service skills are critical to this position along with sales skills that focus on customers' needs. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Some duties may vary depending on specific branches. Other duties may be assigned. Greets and assists customers and provides general banking services and information. Ensures confidentiality of all customer transactions. Provides exceptional
customer service. Identifies and acts upon sales and business relationship opportunities. Provides exceptional service to existing or potential customers in person, by mail or by telephone while adhering to bank standards and policies.
Builds customer rapport in compliance with regulations and bank guidelines. Actively seeks out opportunities to sell and cross-sell banking products to include financial services and all ancillary services in response to recognizes customer needs. Responds to customer inquiries. Accurately processes the full array of deposit and loan transactions in a secure and confidential manner in compliance with Bank policy, practice and banking regulations. Performs
supporting account file maintenance and completing mandatory forms.
Completes end-of-day procedures and proof of assigned cash drawer. Maintains cash levels within prescribed limits. Completes various tasks including but not limited to filing, coin rolling, reporting, ATM, ECR and Vault balancing, coin machine and cash dispenser maintenance. Open, onboard, maintain consumer and business accounts. Maintains knowledge of policies and procedures with respect to wire transfers, approving checks, and overrides. Opens and closes branch office and vault as needed. Provides customer assistance with new accounts, account options and error resolution. Assists customers with safe deposit access.
Ensures that security procedures are followed. Maintains a complete knowledge of the bank's product offerings. Ensures confidentiality of all customer transactions. Opens all accounts offered by the bank. Conducts loan application interviews; explains policies, terms, etc. reviews applications for completeness and accuracy. Closes loans in branch as necessary. Participates in onboarding and training of employees. Understands and observes all Bank Secrecy Act requirements. Follows all security policies and use of security equipment. Attends mandatory training and completes online assignments for regulatory compliance as scheduled.
Assists with preparing daily, weekly and monthly branch reports as required. Serves as a bank ambassador by participating in external bank-sponsored events and local networking and business development opportunities. Attends mandatory monthly branch meetings and quarterly retail round table branch meetings. Other duties may be assigned if necessary. QUALIFICATIONS : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE : High School diploma or equivalent. Associates degree preferred. At least two years' experience in a successful sales and service environment. SKILLS AND ABILITIES : Excellent communication, interpersonal, customer service, sales/business development and organizational skills. Familiar with PC and tablet technologies. Able to perform basic math functions. LANGUAGE SKILLS : Ability to read and interpret documents such as memos, disclosures, training manuals, Help screens and policy and procedure manuals.
Ability to communicate effectively with colleagues and customers of the Bank. SUPERVISORY RESPONSIBILITIES : None PHYSICAL DEMANDS : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
The employee is generally required to stand and walk. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. WORK ENVIRONMENT : Typical office environment. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and
over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect
customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.
Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.
Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem. org/SAFE/Pages/default. aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
of accuracy, courtesy, and professionalism and in compliance with established policy and operating procedures. Maintains accurate transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures, and complies with all external rules and regulations.
Handles all member transactions with complete discretion and confidentiality. Essential Duties and Responsibilities: Greets and welcomes members and visitors to the Credit Union in a courteous, professional, and timely manner; and refers members and visitors to appropriate staff as needed. Provides prompt, accurate, and efficient member transactions; and handles all transactions
for members with discretion and confidentiality. Organizes and sets up work station for daily activity, i. e. obtains necessary forms, brochures, and supplies for individual work station, and orders cash as needed.
Processes a variety of savings and related transactions, i. e. receiving deposits, withdrawals, loan payments, mortgage payments. These are done under the supervision of the assigned supervisor and within the limits of established Credit Union policy; Receives share drafts/checks and cash for deposit to accounts, verifies amounts, examines share drafts/checks for proper endorsement, and enters deposits into computer records. Disburses currency to members, verifying accuracy
in the computer system. Issues share checks, traveler's checks, money orders, etc.
Accountable for transfer to and from cash vault according to approved procedures. Accountable for balance of cash draw at the end of the day that compares with computer-generated proof sheet, without exception. Researches and resolves any balance discrepancies. Reports any discrepancies to the supervisor as necessary. Bundles checks, scans, and prepares transit to Core Processor. Informs members of credit union products and services, explaining features and benefits; and cross-sells products and services when appropriate and within scope of responsibility. Maintains up-to-date and comprehensive knowledge of all products and services that are handled or promoted by Teller staff.
Maintains up-to-date and comprehensive knowledge of all related polices and procedures, and external rules and regulations for the teller area, including robbery procedures. Answers phones and routes calls to appropriate personnel and/or takes messages. Attends training sessions upon request. Adheres to the anti-money laundering policy and the Bank Secrecy laws. Assumes other duties as new products, services, or technology are introduced. Note: The above is a description of the ordinary and essential duties of the position.
Other duties both related and unrelated to the above may be assigned and therefore required. Knowledge, Skills, and Experience Required: Professional and pleasant interpersonal and communication skills are essential for serving members, cross-selling products, and projecting a positive image as representative of the Credit Union. Work requires general knowledge of all credit union products and services, knowledge of external rules and regulations in cash-handling transactions, including Bank Secrecy Act Laws. Position requires education equivalent to a four-year high school education.
Use of computer equipment is required for member account transactions. Position requires limited knowledge of cash handling and/or member/customer service experience. Position requires the ability to read and understand oral and written instructions. Requires the ability to effectively communicate with members or employees and to solve day-to-day problems involving several variables in standard situations. Intermediate mathematical skill required (adding, subtracting, multiplying, dividing, percentages, interest) are required. Position requires standing or sitting for the majority of the day, as well as lifting and carrying up to 10 pounds when moving coin and cash drawer.
Disclaimer: The above information on this position has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Job Posted by Applicant Pro
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales.
Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM).
Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights,
Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions.2.
Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue.3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite.4.
Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions.5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e. g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc).
6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions.7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONSRequired Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.1.
Bachelor's degree or equivalent education and related training2. Ten (10) or more years of experience in commercial banking3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services5. Ability to grasp complex credits clearly; is insightful in all aspects of finance6. Excellent verbal and written communication skills7.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, interactionual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9ad9c4a9-c153-4d3f-82bb-1bda3cf34234
in a responsible and professional manner. This Internship will be a great introduction to banking. Qualifications: High school degree or equivalent with post high school education in a related field (business, university, technical, AIB, etc. ) required. Cashier experience is highly recommended with bookkeeping experience preferred.
Ability to stand for extended periods of time Ability to lift up to 50 lbs.
ever do business with as we step into our 75th year of serving unique communities across the State of Arkansas. DO YOU ENJOY WORKING WITH CUSTOMERS? An ITM Teller must provide outstanding customer service through Interactive Teller Machines (video teller machines) and should be comfortable interacting with customers on camera.
Must be comfortable utilizing new technology and possess strong communication skills to accurately complete transactions for customers. Must be able to multitask; efficiently assisting customers utilizing the ITM while demonstrating knowledge of bank's products and services. ITM Teller must have strong sales skills to ensure they suggest the products that provide
the best banking experience for our customers. The incumbent must foster teamwork across all areas of the bank. Must provide pleasing, accurate, and professional service to customers while discreetly handling confidential information.
Bilingual preferred. If you have an excellent work ethic and excellent customer service, then this might be the career for you. WHY JOIN OUR TEAM? Caring, team-centric environment Generous paid vacation time and sick leave Competitive pay and advancement opportunities Medical, dental, and vision benefits FSA & HSA Long-term disability and short-term disability Company 401(k) plan POSITION REQUIREMENTS A high school diploma or equivalent GED is required.
A minimum of 6 months related experience and/or training, or equivalent combination of education and experience is preferred.
Bilingual preferred. HOURS Must be available to work 6:50 am to 7:45 pm, Monday-Friday and 8:45 am to 12:15 pm on Saturday. LOCATION: Fayetteville, AR or Jonesboro, AR We are an Equal Employment Opportunity employer as defined by the EEOC (Equal Employment Opportunity Commission).
role in achieving customer satisfaction Conduct routine transactions (cash checks, accept deposits and loan payments, process withdrawals, etc. ) Work in an accurate and efficient manner in accordance with established policies and procedures Cross-train on opening accounts and other areas to support daily branch operations backss customer needs and introduce new products and services Go the " extra mile" to build trust relationships, customer loyalty, and satisfaction Comply with regulatory requirements Manage risk in every transaction and detect fraudulent transactions to prevent losses Resolve customers' issues and provide relevant information Skills and Qualifications High School
Diploma or equivalent Comfortable communicating with clients in person and over the phone Proven working experience in customer-facing position(s) Previous cash-handling experience Strong time-management skills Attention to detail and mathematical skills Basic PC knowledge and familiarity with electronic equipment (e.
g. cash drawers, receipt validators, money counters) Work with customers and co-workers in a friendly and professional manner First Midwest offers competitive salaries and comprehensive benefits. Must be available to work a variable schedule at Wal Mart branch, including at least two Saturdays per month. First Midwest Bank requires a background check and drug test prior
to employment Pay commensurate with experience. EOE About First Midwest Bank of Poplar Bluff For over 50 years, First Midwest Bank has provided the area with innovative banking products and hometown customer service.
We know that in an ever-changing digital world we need to adapt and grow to meet our customers' needs. Job Type: Full-time
Apply to Peoples Bank today! Position Summary for Operational Specialist/Lead Teller/Vault Managment The Operational Specialist is responsible for operational aspects of the financial office. The Operational Specialist works closely with the Financial Center Manager, and as an active member of the Sales/Service Team, promotes the bank by identifying client needs and recommending appropriate products, services, and Business Partners.
The Financial Center Operational Specialist will lead the critical operational tasks within the financial center including, but not limited to oversight of all internal risk processes/procedures, financial center cash management processes, ATM management,
and the annual financial center operational review process. This individual will support advanced paying/receiving duties and support the overall service/client experience.
In addition, the Financial Center Operational Specialist will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Financial Center Operational Specialist will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Educational
& Other Requirements Must be passionate about client service and use communications and relationship management skills to ensure an exceptional level of client satisfaction.
Minimum of 3 years of banking experience including bank retail operations or equivalent Fluent in new technology products. Associate degree in finance, or business-related discipline preferred. Experience with Microsoft Office suite required. Must be bondable. Job Posted by Applicant Pro
receiving loan payments, and cashing checks Balancing and filling the ATM and Teller Cash Dispenser/Recycling Machines Processing bulk coin deposited with the Bank Processing address changes and collecting safe deposit box rental payments Maintain and balance the cash drawer on a daily basis by accounting for cash assigned, received, and disbursed Comply and stay up-to-date with applicable laws and regulations Promote strong customer interactions, build relationships and participate in cross-selling, and offer new products and services Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery Actively contribute to meet the
branch business goals, as well as individual sales and customer service goals Accurately close out the teller terminal Other duties, as assigned Educational and Experience Requirements: High School Diploma or equivalent required Must be able to add, subtract, multiply, and divide in all units of measure, using whole numbers and decimals Demonstrated ability to use a calculator and a computer Ability to use Microsoft Office products Experience with financial institution software systems preferred Cash handling, customer service, and/or sales experience preferred Ability to stand for long periods of time Banking Experience Preferred Skills Requirements: Excellent verbal and written communication
skills Excellent math skills Trustworthiness and the ability to act with integrity Thorough understanding of customer service Ability to remain professional and composed under pressure Supervisory Responsibility: No Supervisory Responsibility Physical Demands Standing for long periods of time Walking Sitting Lifting up to 25 pounds Carrying up to 25 pounds Pushing Pulling Stooping Kneeling Crouching Reaching Handling Grasping Feeling Talking Hearing Repetitive Motions Eye/Hand/Foot coordination Environmental Conditions Office setting Physical Strength Requirements: Light to Medium Work The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.
To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.
recognize opportunities to cross-sell products to customers. Must be willing to work a rotating shift of 7:15am to 4:15pm/9am -6pm Monday thru Friday. DUTIES1. Processing deposits2. Cashing checks3. Balancing debits and credits4. Cross-training and cross-selling5.
Other duties as assigned QUALIFICATIONSHigh School Dipolma or Equivalent Customer service skills / good telephone etiquette Knowledge of Microsoft Word, Excel and Access Minimum 1 year of retail experience and cash handling Previous teller experience a plus
are responsible for all supervisory duties. Ideal candidates would have some banking experience, strong customer service focus, ability to listen to customer needs and suggest solutions for those needs, excellent oral and written communication skills, and ability to learn and utilize multiple computer applications.
Education: High school diploma or equivalent required. Experience: A minimum one year previous bank Teller and/or cash handling/customer service experience preferred, or equivalent education and experience. Previous supervisor's experience preferred. Tellers will be scheduled between 7:45am-5:15pm Monday-Thursday, 7:45am-5:45pm Friday and some Saturdays from 8:30am-12:15pm. Pre-employment credit check, criminal background check and drug screen is required.