Teller I
Universal banker job at American Bancorp
At American Bank, we're focused on building personal connections with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals.
We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk.
We're looking for teller to provide excellent client services by processing both business and individual banking transactions and provides exceptional client service including efficient and accurate transaction processing.
Service Skills
Actively and enthusiastically participate in referring products and services
Familiar with American Bank and Bank subsidiary products and services - looking for and recognizing opportunities to refer clients, based on their financial needs, to the appropriate areas
Ability to effectively communicate with internal and external clients in a manner consistent with the Bank's values, and professional/behavior standards
Operational Skills
Delight clients by being attentive to their banking needs
Process various teller transactions
Manage and balance drawer
Process Domestic and Foreign wire transfers
Accept and process items to be sent for collection
Assist with vault duties brand safe deposit box access
May be responsible for branch opening and closing
Answer client inquiries and refer clients to the proper service area for complex issues
Remain alert to fraud, following established procedures and utilizing available tools
Maintain the highest-level confidentiality with all information obtained
Represent the Bank in a manner that maintains and expands positive relations with all clients, potential clients, and co-workers
Maintain strict adherence and compliance to all laws, rules, regulations, and internal controls, including but not limited to: Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, and Fair Lending regulations.
Perform additional duties and special projects as assigned
Non-Essential Duties & Responsibilities
Ability to operate telephone, fax machine, and PC
Ability to carry teller's drawer
Ability to carry large bags of coin and currency
Observe clients carefully as they enter and exit the bank doors
Experience Required
Previous teller and service experience preferred
Previous cash handling experience preferred
Qualifications
Qualities that are consistent with our values
Excellent client service skills including attentiveness, information retention, tact, and diplomacy
Have a clear understanding of all products, services, and banking policies
Professional image (business attire and professional communication etiquette)
Competence with computers, telephone, and other office equipment
Thorough knowledge, comprehension, and benefits of retail policies and procedures
Pro-active personality (ability to seek out and ask for business instead of waiting for it to come)
Excellent written and oral communication skills
Familiar with retail banking regulations and responsibilities
Ability to work in a fast-paced environment and under pressure as needed
Ability to sit/stand for extended periods of time
The ability to make sound decisions, this may include the ability to make on-the-spot decisions regarding client transactions; weighing client satisfaction issues with the Bank's exposure to loss or fraud and the ability to think through and rationalize decisions
Flexibility with scheduling and available to work Saturdays
Must be able to work at different branches
Education
High school graduate or equivalent
Auto-ApplyTeller/Personal Banker l
Universal banker job at American Bancorp
At American Bank, we're focused on building personal connections with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals.
We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk.
We're looking for a Teller/Personal Banker to provide excellent client services by processing both business and individual banking transactions and cross-selling bank services. This position is also responsible for effectively promoting and selling all retail products and services, providing all aspects of client service, and developing strong, personal, multiple product relationships with clients. This position must be able to work at different branch locations as business needs dictate.
Essential Duties & Responsibilities:
Sales
• Delight clients by being attentive to their banking needs
• Answer questions providing accurate information or making the proper referral if necessary
• Develop strong relationships with clients ensuring client onboarding actions are followed (
• Develop new account relationships with prospective clients (business development contacts)
• Be proactive in assisting clients in establishing electronic services such as online banking, eStatement and mobile deposit
• Engage in learning and becoming familiar with American Bank subsidiary products and services - looking for and recognizing opportunities to refer clients, based on their financial needs, to the appropriate individuals and referring products and services
• Follow and use onboarding tools to provide above and beyond service and exceed clients' expectations
Teller
• Delight clients by being attentive to their banking needs
• Process various teller transactions
• Manage and balance drawer
• Process Domestic and Foreign wire transfers
• Accept and process items to be sent for collection
• Assist as needed with vault duties, safe deposit box access for clients, and/or as needed in the branch
• May be responsible for Bank opening and closing
• Answer client inquiries and refer clients to the proper service area for issues that cannot be resolved at the teller station
• Remain alert to fraud, following established procedures and utilizing tools including signature verification, pop-ups etc.
• Maintain the highest-level confidentiality with all information obtained
• Represent the Bank in a manner that maintains and expands positive relations with all clients, potential clients, and co-workers
• Maintain strict adherence and compliance to all laws, rules, regulations, and internal controls, including but not limited to: Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, and Fair Lending regulations.
• Perform additional duties and special projects as assigned
Personal Banker
• Delight clients by being attentive to their banking needs
• Open new accounts (matching needs with appropriate products)
• Process consumer loan applications (including the initial interview and the denial or the approval, loan closing/funding)
• Answer client questions providing accurate information, resolving client issues, or making the proper referral if necessary
• Remain alert to possible fraud situations - Act promptly to safeguard bank and client assets when questionable transactions are requested by existing or potential clients
• Provide notary services
• Call clients regarding overdrawn accounts
• Have a general understanding of the operations of electronic banking products
• Ability work at different branch locations
• Order or instant issue debit cards
• Order check and deposit slips
• Assist clients with Safe Deposit Box services
• Request OFAC inquiries
• Assist clients with FDIC guidelines
• Process transaction disputes
• Process domestic and foreign wire transfers
• Travel to other branches for training
• Distribute incoming mail and interoffice mail
• Complete Closed Account forms
• Complete Change of Address forms
Miscellaneous
• Prior to changing, altering or releasing any account information, responsible for authenticating the client's identity and their authorization to act on behalf of the account as stated on the account's signature card contract
• Performs additional duties and special projects as assigned
Non-essential Duties & Responsibilities
• Ability to operate telephone, fax machine and PC
• Ability to carry and place teller's drawer in place
• Ability to carry large bags of money
• Restock supplies as needed (example: water, paper, etc.)
• Observe clients carefully as they enter and exit the bank doors
Experience Required
Personal Banker I/Teller: Grade 7
• Previous service experience required; teller experience preferred
• Extensive cash handling and balancing experience required
• Previous new accounts or Personal Banker experience preferred but not required
Personal Banker II/Teller: Grade 8
• Minimum of 1 year experience as a Personal Banker/Teller
• Above average performance review score
Personal Banker III/Teller: Grade 9
• Minimum of 2 years' experience as a Personal Banker/Teller
• Above average performance review score
• Additional assignment of leadership duties including various Branch Champion Roles
Qualifications
• Excellent client service skills including attentiveness, information retention, tact and diplomacy
• Thorough knowledge of the Bank's products and services
• Professional image (business attire and professional communication etiquette and interviewing skills)
• Competence with computers, telephone and other office machinery
• Thorough knowledge, comprehension, and benefits of all retail policies and procedures
• Pro-active personality (ability to seek out and ask for business instead of waiting for it to come)
• Excellent written and oral communication skills
• Familiar with retail banking regulations and responsibilities
• Ability to work in a fast-paced environment and under pressure as needed
• The ability to make sound decisions, this may include the ability to make on-the-spot decisions regarding client transactions; weighing client satisfaction issues with the Bank's exposure to loss or fraud and the ability to think through and rationalize decisions
• Flexible regarding scheduling
• Available to work rotating Saturdays and evenings
• Must be able to work at different branch locations as business needs dictate
Education
• High school graduate or equivalent
Auto-ApplyUniversal Banker
Southlake, TX jobs
Client Relations Specialist II is primarily responsible for all customer-facing transaction processing. This includes teller transactions such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, and preparing change orders for customers. They are also responsible for branch cash balancing, reviewing electronic deposits, and assisting with operational tasks. Client Relations Specialist I is required to have a full understanding of all policies and procedures relative to their responsibilities. They must work closely with the Client Relations Manager to ensure all internal rules and regulations are followed, have a strong ability to multitask, and possess a strong attention to detail to ensure the accuracy of all transaction processing.
Responsibilities:
Opening and closing of designated branch locations.
Provide client services such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, preparing change orders for commercial clients, wires, ordering checks, debit cards, etc.
Balance cash drawer and branch vault daily.
Processing of mobile and merchant electronic deposits daily.
Process various Night-Drop and Mail transactions as needed.
Assisting with client emails, phones, and chats in a designated time frame.
Consistently applies superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using instances as learning tools for employee development.
Full understanding of all policies and procedures relative to responsibilities.
Assist with reporting as needed.
Additional responsibilities as assigned.
Job Qualifications
High School diploma, general education degree (GED), or equivalent required.
Six months previous cash handling and customer service experience required preferably in banking.
Strong verbal, written and interpersonal communication skills.
High level of time management, organizational and problem-solving skills with the ability to multi-task, strong attention to detail, and accountability.
Knowledge of state and federal banking compliance regulations and operational policies.
Why join Texas Security Bank:
We are more than just a Bank. Are you ready to join a team of Champions? Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values;
integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence
are the principles established that determine how we conduct ourselves and our business decisions.
Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas' fastest-growing community banks. We are honored to be a Best Workplace by the
Dallas Business Journal
, the
Dallas Morning News
, and the
Best Workplace Institute
. The awards are a reflection of our positive workplace culture and a distinction we are proud to have earned. We work hard every day to ensure our employees know they are valued and appreciated.
We invest more resources in business education for owner managed businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era where little differentiation among banks exists. Our focus on education isn't just for our customers- it's for our employees as well.
About Us:
Texas Security Bank is an independent bank focused on the success of independent business owners. Most banks are institutional. We're entrepreneurial. We were founded in 2008 and have grown to over $1 Billion in total assets. We do more than offer services to customers; we solve problems. We are unique in the banking industry with a mission to ‘Elevate the Champions of Free Enterprise' and are committed to reinforcing the mission by educating business owners, elevating our customers and the community, and leading through innovation and exemplary customer service. As an organization that celebrates its wins, we are honored to be named the Dallas Morning News People's Choice Award for Best Bank in DFW, Dallas Business Journal's Best Place to Work and have a Net Promoter Score of 87.8 when the banking benchmark average is 30.
Texas Security Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a protected veteran.
Virtual Personal Banker (On-Site)
Harlingen, TX jobs
Job Description* Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels
* Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority.
* Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact
* Cross-sell bank services and products
* Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task
* Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels
* Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures
* Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures
* Establish and maintain solid working relationships with all levels, departments, and locations within FCBI
* Consistently meets critical deadlines and other performance targets or requirements
* Must be available to work all weekdays and holidays, within Bank operating hours
* Perform other tasks requested by supervisors as they relate to the bank and its functions
Physical Requirements:
* Must be able to remain in a sitting stationary position for extended periods of time
* Constantly operate a computer and other office machinery
* Ability to lift up to 25 pounds
FNBT is an equal opportunity employer.
Bilingual Virtual Banker
Brownsville, TX jobs
* Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels
* Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority.
* Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact
* Cross-sell bank services and products
* Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task
* Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels
* Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures
* Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures
* Establish and maintain solid working relationships with all levels, departments, and locations within FCBI
* Consistently meets critical deadlines and other performance targets or requirements
* Must be available to work all weekdays and holidays, within Bank operating hours
* Perform other tasks requested by supervisors as they relate to the bank and its functions
Physical Requirements:
* Must be able to remain in a sitting stationary position for extended periods of time
* Constantly operate a computer and other office machinery
* Ability to lift up to 25 pounds
FNBT is an equal opportunity employer.
Universal Banker
Rosenberg, TX jobs
At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Rosenberg, TX branch!
Customer Service experience is a MUST
Cash Handling experience is a MUST
Banking experience is a plus but not required- WILL TRAIN!
Excellent Benefits, PTO, Incentive Pay, and company perks!
Description:
The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers.
If you are dedicated to providing exceptional customer service, detailed-oriented, possess good computer skills, this is the job for you!
Responsibilities:
Perform full service banking with a primary focus on service and sales to new and existing customers within the branch.
Perform teller duties including cash transactions, open or update accounts, and provide information on other products and services.
Ability to focus on and fulfill customer needs to maximize the customer experience on the phone and during branch visits.
Meets/exceeds sales and referral goals and meets/exceeds individual and branch targets.
Provide information to customers regarding promotions, contests, and new account options.
Education / Experience Preferred:
High School Diploma or equivalent.
An equivalent combination of education and experienced may meet qualifications.
Pay is dependent on knowledge, skills, abilities, experience and location.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused
Associates enjoy outstanding benefits, including:
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
If you qualify, apply online at ******************************
You've never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
UNIVERSAL BANKER
McAllen, TX jobs
The duties listed below may not include all the responsibilities that the person in this role may be asked to perform. \tProactively acquiring new customer relationships, leveraging centers of influence through outbound calling
\tUses profiling methods to uncover and understand the customers financial needs, to find solutions and refer customers to bank partners for specialized products
\tProvides world-class customer service and creates a positive banking experience
\tWorks with customers to resolve customer service issues
\tPerforms various account maintenance
\tOpens new consumer and business accounts
\tActively contributes to teams success
\tAssist closing of consumer loans
\tAssists with teller transactions
\tBalance teller drawer, verify accuracy of posted transactions
\tComply with all federal and state laws and regulations, and all established bank policies and procedures
\tMaintains current knowledge of all rules, regulations and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
\tPerforms other duties as assigned
QUALIFICATIONS
These specifications are general guidelines based on the minimum experience normally 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.
\tHigh School Diploma or GED equivalent
\tMinimum of 2-3 years of sales and service experience
\tStrong communications skills
\tExperience using personal computers, Microsoft Word, Excel and Outlook
\tAbility to multi-task and meet deadlines
\tMust be able to work flexible hours as scheduled (Monday through Friday, and Saturday rotation)
\tBanking experience is desired
\tHigh level of customer sales and service experience is desired
\tBilingual in English and Spanish is desired
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Universal Banker II- Floater
Pasadena, TX jobs
PURPOSE OF THE JOB
This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction. The Universal Banker II position responsibilities include teller operations, opening deposit accounts, and lending as deemed necessary.
MAIN DUTIES OF THE JOB
Promptly and accurately handles lobby, drive-thru, night deposit, or bank-by-mail customer transactions, according to Home Bank's policies and procedures
Cash handling, including but not limited to, counting, verifying, and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment
Assists with daily Vault duties, as needed, and may operate as vault custodian
Process daily teller work ensuring debits and credits balance in accordance with established policies and guidelines
Provide comprehensive, prompt, and efficient customer service in all transactions per policy and procedure
Engage in conversations with customers to build relationships, determine financial needs and make recommendations
Contribute to banking center success by achieving assigned branch and line of business referral goals
Maintains a working knowledge of deposit and lending products and services offered by the bank with the ability to utilize systems in place for opening deposit accounts, performing maintenance, and enrolling customers in various services
Clear and effective verbal, written and interpersonal communication skills, with the ability to carry out instructions and speak clearly to customers and employees
Be self-directed/motivated with the ability to work independently or as part of a team with little to no direct supervision
Operate as a mentor for newly hired/promoted team members in support of our Home Bank values
Use good judgment, remain aware of potential fraud, and be discreet with confidential information
Maintain a neat workstation and ensure that needed supplies are on hand and organized to present a professional environment
Perform other duties as required or assigned by leadership
WHAT WILL YOU NEED TO SUCCEED
High School diploma or equivalent
1 years of general cash handling, sales & customer service experience
1 years of previous banking experience strongly encouraged
Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation
Ability to work expected Banking Center hours of operation, including Saturday (based on Market and location). Travel may be required.
Strong knowledge of daily branch, vault, and ATM operations
Receive and maintain a NMLS certification as deemed necessary
HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER
GOOD CREDIT IS A MUST
CREDIT REPORT IS REQUIRED FOR EMPLOYMENT
Auto-ApplyUniversal Banker
Houston, TX jobs
Job Description
This position will be responsible for the cross-selling of products and open new accounts such as checking, savings, and IRA's, as well as accept and process loan applications. The position will also be responsible for a wide variety of teller functions including commercial transactions. The individual will provide excellent customer service in all areas and be responsible for meeting established sales goals.
Requirements include:
Knowledge of banking laws regarding accounts, loan processing experience, and good computer skills in MS Word and Excel. Experience in TIN reporting and opening IRA's is a plus. Previous experience opening new accounts and prior cash handling is required. A minimum of two years new account sales experience is required. Candidate needs to be flexible in regards to schedule. Schedule will include Saturdays.
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Universal Banker II
Tomball, TX jobs
Job Description
PURPOSE OF THE JOB
This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction. The Universal Banker II position responsibilities include teller operations, opening deposit accounts, and lending as deemed necessary.
MAIN DUTIES OF THE JOB
Promptly and accurately handles lobby, drive-thru, night deposit, or bank-by-mail customer transactions, according to Home Bank's policies and procedures
Cash handling, including but not limited to, counting, verifying, and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment
Assists with daily Vault duties, as needed, and may operate as vault custodian
Process daily teller work ensuring debits and credits balance in accordance with established policies and guidelines
Provide comprehensive, prompt, and efficient customer service in all transactions per policy and procedure
Engage in conversations with customers to build relationships, determine financial needs and make recommendations
Contribute to banking center success by achieving assigned branch and line of business referral goals
Maintains a working knowledge of deposit and lending products and services offered by the bank with the ability to utilize systems in place for opening deposit accounts, performing maintenance, and enrolling customers in various services
Clear and effective verbal, written and interpersonal communication skills, with the ability to carry out instructions and speak clearly to customers and employees
Be self-directed/motivated with the ability to work independently or as part of a team with little to no direct supervision
Operate as a mentor for newly hired/promoted team members in support of our Home Bank values
Use good judgment, remain aware of potential fraud, and be discreet with confidential information
Maintain a neat workstation and ensure that needed supplies are on hand and organized to present a professional environment
Perform other duties as required or assigned by leadership
WHAT WILL YOU NEED TO SUCCEED
High School diploma or equivalent
1 years of general cash handling, sales & customer service experience
1 years of previous banking experience strongly encouraged
Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation
Ability to work expected Banking Center hours of operation, including Saturday (based on Market and location). Travel may be required.
Strong knowledge of daily branch, vault, and ATM operations
Receive and maintain a NMLS certification as deemed necessary
HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER
GOOD CREDIT IS A MUST
CREDIT REPORT IS REQUIRED FOR EMPLOYMENT
Universal Banker
Missouri jobs
Requirements
Qualifications
Minimum of two years experience in service delivery, with preferred cash handling experience .
Proven experience in technology usage. An avid user of financial institution's online tools for personal banking.
Education
Preferred College Degree, must have High School Diploma or equivalent
Rewards
Salary Range: $20.00 - $22.00
This position is full time and will be eligible for benefits, and an annual incentive plan.
We have excellent opportunities for career advancement and professional development.
Schedule
Monday through Friday 8:30 AM - 5:30 PM with rotating half day Saturdays.
Supplemental Pay?
Yes
Benefits (Starting the first of the month following your start date**)
Medical
Dental
Vision
Life Insurance
Short Term and Long-Term Disability
HRA and FSA
401(k) with matching contributions.
Tuition Reimbursement
Birthday Time Off
Vacation Time Off
Sick Time Off - Can be used for both employee and family.
Paid Parental Leave (Up to 12 weeks) **
** Does not start the first month following your start date. Must be here for a year before using this benefit.
Salary Description $20.00 - $22.00
Bilingual Universal Banker II
Austin, TX jobs
Were looking for dynamic, extraordinary people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you!
At Velocity, were committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals.
You possess:
* Minimum 1 year of financial institution experience supporting customers in person or over the phone.
* Excellent verbal, written, and listening skills and proficiency in using common office applications and office equipment.
* Passion for providing outstanding customer service and a positive attitude.
* Effective time management skills including the ability to prioritize multiple responsibilities and organize work tasks.
* Experience controlling negotiable instruments.
* Ability to work in a fast-paced environment with high attention to detail.
* Ownership of the customer experience through issue resolution.
* Adaptable to a productive team environment where knowledge is shared and feedback and coaching are welcomed.
* Flexibility to work branch hours including Saturdays.
Your position summary:
As our members first point of contact, you'll be the pleasant, professional, and friendly face of Velocity, providing exceptional service, resolving financial matters, and educating our members about products and services that will enhance their financial well-being.
What's in it for you?
This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more!
Universal Banker
Florissant, MO jobs
Requirements
Qualifications
Minimum of two years experience in service delivery, with preferred cash handling experience .
Proven experience in technology usage. An avid user of financial institution's online tools for personal banking.
Education
Preferred College Degree, must have High School Diploma or equivalent
Rewards
This position is full time and will be eligible for benefits, and an annual incentive plan.
We have excellent opportunities for career advancement and professional development.
Salary Range: $20.00 - $22.00, based on experience.
Schedule
8:30 AM - 5:30 PM Monday through Friday, with some rotating Saturdays.
Supplemental Pay?
Yes
Benefits
Medical
Dental
Vision
Life Insurance
Short Term and Long-Term Disability
HRA and FSA
401(k) with matching contributions.
Tuition Reimbursement
Birthday Time Off
Vacation Time Off
Sick Time Off - Can be used for both employee and family.
Equal Opportunity Employer/Veterans/Disabled
Salary Description $20.00 - $22.00
Universal Banker
Missouri jobs
Universal Banker Universal Banker Develops and maintains retail banking business of prospective and existing customers. In addition, provides a consistent and high quality service for all banking customers by providing a variety of service functions, including processing checking and savings deposits, withdrawals, opening new accounts and initiating installment loan applications.
Essential Duties and Responsibilities:
Provide teller support as follows:
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amount agree, and that accounts have sufficient funds. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips. Count and roll loose coins.
Enter all transactions into computers in order to record transactions and issue computer-generated receipts. Balance cash drawers at the end of the shift. Identify and resolve transaction mistakes when debits and credits do not balance.
Meet customer and security banking demands by issuing and controlling all negotiable items such as cashier's checks, money order, and etc.
Balances ATM and answers costumer inquiries regarding service charges, account history, on-line banking, and mobile banking all in accordance with disclosure requirements, regulations, and consumer privacy policies.
Provide platform support as follows:
Initiate potential customer interaction to obtain information and explain available financial services, such as savings and checking accounts, IRA, CDs, and rent safe deposit boxes. Open accounts and explain financial services including installment loan products.
Prepare and compile new customer application and information to open new accounts, IRAs, CDS and new installment loans.
File IRAs closed IRAs and safe deposit box rental agreements, new and closed.
Provide assistance to customers by completing forms, researching account problems, resolving complaints, and correcting records. Sign customers up for internet banking and coordinate debit card ordering.
Perform, verify, and check maintenance on accounts.
Explain product benefits, changes, restrictions, requirements, and any other relevant product information to customers. Provide a wide variety of customer service solutions including resolving complex transactions and sensitive customer relations issues.
Cross-sell and make referrals to generate new business and deepen existing client relationships, participate in client calling activities during special deposit/loan campaigns.
Take installment loan applications for personal/retail customer needs and “handing off' the processing of these applications to the appropriate associate.
Participate in meetings to promote sales, product knowledge, and delivering “exceptional' customer service.
Satisfactorily complete all required compliance training and comply with all regulations, policies and laws which apply and are within the scope of the position.
Maintain confidentiality of customer account information.
Interact and communicate with internal and external customer both in person and through in-bound and outbound phone calls.
Confidently educate in person and phone-based customers on how to conduct simple banking transactions via self-service technologies (ATM, Online Banking, Mobile Banking, Debit Card usage, etc.)
Learn and adapt to new information and technology platforms. Apply critical thinking and problem-solving skills to meet customer and co-worker needs.
Provide support for all aspects of daily branch operations. Proactively assist retail team in achieving branch and bank goals.
Work on special projects and other duties as required and assigned. Manage time efficiently.
Qualifications and Educational Requirements:
Requires an Associate Degree or three or more years of experience in similar position. Bachelor's degree is preferred. This position requires personal computer skills (Microsoft Office, inclusive of Word, Excel, and Outlook) and experience with database and calculators. Excellent spelling, grammar and interpersonal skills to be able to communicate in a courteous, professional, tactful and concise manner.
UNIVERSAL BANKER
Donna, TX jobs
The duties listed below may not include all the responsibilities that the person in this role may be asked to perform. \tProactively acquiring new customer relationships, leveraging centers of influence through outbound calling
\tUses profiling methods to uncover and understand the customers financial needs, to find solutions and refer customers to bank partners for specialized products
\tProvides world-class customer service and creates a positive banking experience
\tWorks with customers to resolve customer service issues
\tPerforms various account maintenance
\tOpens new consumer and business accounts
\tActively contributes to teams success
\tAssist closing of consumer loans
\tAssists with teller transactions
\tBalance teller drawer, verify accuracy of posted transactions
\tComply with all federal and state laws and regulations, and all established bank policies and procedures
\tMaintains current knowledge of all rules, regulations and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
\tPerforms other duties as assigned
QUALIFICATIONS
These specifications are general guidelines based on the minimum experience normally 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.
\tHigh School Diploma or GED equivalent
\tMinimum of 2-3 years of sales and service experience
\tStrong communications skills
\tExperience using personal computers, Microsoft Word, Excel and Outlook
\tAbility to multi-task and meet deadlines
\tMust be able to work flexible hours as scheduled (Monday through Friday, and Saturday rotation)
\tBanking experience is desired
\tHigh level of customer sales and service experience is desired
\tBilingual in English and Spanish is desired
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Universal Banker-North (Friendly Temple, Pagedale, Clayton, Dellwood, Hazelwood)
Saint Louis, MO jobs
While this position will initially report to one of the specified branches, it may require relocation depending on evolving organizational needs. Objectives of this Role Engage with customers and establish rapport that encourages further engagement Assist team in achieving branch goals
Provide excellent customer service
Remain flexible to accommodate branch staffing needs
Work independently and manage their time
Follow policies and procedures, maintain accuracy
Follow through on daily, weekly and monthly tasks
Contribute to branch meetings and culture
Essential Functions
Promote products and services based on customer's needs: Understand each customer's financial goals and provide consultative advice to help them achieve their goals; go beyond basic transactional interactions to derive complete solutions tailored to each customer's unique situation. Banker will be responsible for assisting with account opening and account maintenance including completion of consumer loan applications and closings.
Understanding of digital systems and its functionality: Support and promote digital banking with knowledge of all online and app-based banking solutions, online/mobile banking setup, login, and password resets while offering advice in using various digital solutions like bill pay, mobile deposit, alerts, online transfers, payments, etc.
Teller transaction processing: Assist customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies and answering questions. Maintain and balance cash drawers and reconcile discrepancies. Teller will be responsible for assisting with account maintenance including completion of credit card applications.
In-bound and out-bound call handling: Be proactive, using contact management methodology to build relationships over time, identifying opportunities for expanding customer relationships, making next-best product recommendations, and solving issues or problems before they arise.
Referrals to business partners: Connect customers to experienced banking partners when appropriate to ensure that customers can accomplish all their financial needs within Midwest BankCentre.
Assist team in achieving branch goals: Meet quarterly banker minimum standards, participate in sales, service and product training meetings and MBC@Work presentations.
Understanding of federal banking regulations: Through specific on-going training, you will gain knowledge of and adhere to BSA, USA Patriot Act, AML, and Notary Public. The employee must maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies, and procedures and apply them to daily tasks.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities are as required and may change at any time with or without notice.
Competencies
Customer Centric Focus
Diversity and Inclusion
Act with Integrity
Collaboration and Teamwork
Results Oriented/Execution
Business Acumen
Skills and Qualifications
High School Diploma (or equivalent) is required; Associates or Bachelor's degree preferred
A minimum of two years bank customer contact or retail sales experience preferred.
Exceptional interpersonal and communication skills, with the ability to build rapport and engage clients effectively.
Technologically savvy with the ability to quickly learn and adapt to new systems and software.
Problem-solving mindset and the ability to think critically under pressure.
Excellent attention to detail and organizational skills.
Ability to work independently, as well as collaborate effectively within a team environment.
Flexibility to work some weekends and evenings, as per business needs.
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.
While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.
Working Conditions
Willing and able to travel to other locations/branches Willing and able to work required overtime. This position is hourly and full time. Generally, the position will require 40 hours per week. Evenings and weekends may be required as necessary.
Private Client Banker - Hillcrest and University - Dallas, TX
Dallas, TX jobs
JobID: 210681868 JobSchedule: Full time JobShift: Day : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
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: **************************************************************************
Auto-ApplyUniversal Banker
Amarillo, TX jobs
Job Details Experienced Downtown 1st Floor - Amarillo, TX Undisclosed N/A Full Time High School Undisclosed None Day Retail Banking
Job Summary: Responsible for introducing customer to new products and services, developing relationships, and maximizing sales opportunities. As well as, processing deposits, withdrawals, and other financial interactions. The Universal Bankers will split their time between Teller and Personal Banker functions while providing excellent customer service to all customers.
Education/Experience: A minimum of the following education/experience is required:
High School Diploma/GED or equivalent and 3 years' experience in banking
Associate Degree and 1 years experience in banking
Job Specific Responsibilities:
Recognizes and discovers financial needs of customers and works to find the best solutions for each.
Develops and maintains positive long term relationships with customers.
Listens to and resolves customer complaints.
Prepares new IRA's, transfers, rollovers, conversions, death claims, contributions, and distributions of IRA's.
Processes deposits, withdrawals, and cash flow at a teller window.
Opens checking, savings, money market and certificates of deposit accounts.
Orders check and ATM/Debit cards and provides starter checks for new accounts.
Displays knowledge and proficiency in explaining, selling, and administering products.
Analyzes customer information to identify opportunities for growth and expansion of services.
Identifies cross-selling and referral opportunities through in-person efforts, cold calls, referrals, and marketing.
Understands required documents to open consumer and business accounts.
Maintains knowledge of consumer and business ownership types.
Assists customers with card disputes, fraudulent activity, and stop payment processes.
Originates, processes, and closes consumer loans.
Accepts deposits, verifies cash, cashes checks, and payments for loans.
Balances and services ATM as needed.
Completes Currency Transaction Reports.
Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements (knowledge of the CIP and Beneficial Ownership process).
Maintains current knowledge and consistent compliance with other banking Regulations and bank policies and procedures related to the position.
Markets the Bank in order to gain new customers and maintain existing ones.
Other duties as assigned.
Required Technical Knowledge:
General computer skills
Microsoft Office, specifically Word and Excel
Expectations of an Employee:
Treat all customers and fellow employees with respect
Exceed customer expectations
Meet customer needs
Conduct interactions with honest, ethical, and strong moral principles
Perform at the highest level
Take responsibility for actions
Do what is expected
Lead by example
Work as a team
Efficiently share information in a collaborating and proactive manner
Pay attention to detail
Solve problems
Make sound decisions
Manage time effectively
Prioritize effectively
Perform multiple tasks simultaneously
Show up for work and be on time
Comply with all laws and regulations
Complete all required training
Supervisory Responsibilities: None
Amount of Travel: None
Physical Requirements:
May need to sit/stand for long periods of time
Sustained visual concentration while working at the computer
Typing on a keyboard for long periods of time
Handle high stress environment
Benefits Include:
Medical, Rx, Dental, and Vision insurance
HSA, FSA, and Limited FSA
Employer paid and voluntary Life Insurance/AD&D
Short-Term Disability
Long-Term Disability
Accident/Hospital Indemnity/Critical Illness voluntary plans
Identify Theft Protection
401k with employer match
Vacation, Sick Leave, and Holiday pay
Tuition Reimbursement
Gym membership discounts
Annual payrate increases
Incentive based bonuses
It is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer.
Universal Banker
Dallas, TX jobs
Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales and service
* Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
* Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
* Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
* Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
* Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
* Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
Client experience
* Research and resolve problems and respond to client inquiries on account status.
* Deliver excellent client experiences consistently and promptly resolve client issues effectively.
* Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
* Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
* Assist banking center associates with all aspects of daily operations as needed, including audit controls.
* Assist banking center management with "on the job training" of new associates.
* Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job-related duties as assigned
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
* High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
As part of the employment process for this position, you will have to meet the requirements of a background credit check. 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.
DeGarmo Behavioral Assessment Requirement
* All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
* The assessment takes approximately 12-15 minutes to complete
* Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Universal Banker
Poplar Bluff, MO jobs
Job Description
Universal Banker
We are looking for an attentive, dynamic individual to join our amazing team.
The Universal Banker is a dual-purpose role, performing Teller and Customer Service functions.
This person will fulfill a variety of responsibilities including, but not limited to:
Responsibilities
Act as the front line of our bank, fulfills a fundamental 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
Assess 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.
Hours will vary due to the PB branch you are scheduled to work. Must be available to work till 6pm.
First Midwest Bank requires a background check prior to employment.
Pay commensurate with experience.
EOE
About First Midwest Bank of Poplar Bluff
First Midwest Bank provides 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