Payments Associate - Bank Operations - Wheeling, WV
Wesbanco Bank Inc. 4.3
Columbus, OH jobs
Back Payments Associate - Bank Operations #51-8592 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Wheeling Work Hours per Week 37.5 Requirements
High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred.
Customer Service and administrative experience required with payment or bank operations experience preferred.
Job Description
SUMMARY:
The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts.
The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to communicate effectively with customers or employees in writing, in person, or via telephone.
Ability to handle workload pressure and deadlines.
Ability to work independently.
Ability to maintain confidentiality.
Team player with a positive outlook.
Must be detail oriented and have good organizational skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides customer service via phone, mail, and email for payment processing.
Works in a queue based environment and handles the tasks as received.
Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems.
Performs transactions within associated compliance requirements.
Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management.
Other job duties and/or responsibilities assigned with or without prior notice.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Knowledge of FIS IBS Insight and payment processing applications preferred.
Ability to learn payment processing systems.
Full-Time/Part-Time Full-time Area of Interest Operations All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings.
#J-18808-Ljbffr
$200k-300k yearly 4d ago
Payments Associate - Bank Operations - Wheeling, WV
Wesbanco Bank Inc. 4.3
Independence, OH jobs
Back Payments Associate - Bank Operations #51-8592 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Wheeling Work Hours per Week 37.5 Requirements
High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred.
Customer Service and administrative experience required with payment or bank operations experience preferred.
Job Description
SUMMARY:
The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts.
The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to communicate effectively with customers or employees in writing, in person, or via telephone.
Ability to handle workload pressure and deadlines.
Ability to work independently.
Ability to maintain confidentiality.
Team player with a positive outlook.
Must be detail oriented and have good organizational skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides customer service via phone, mail, and email for payment processing.
Works in a queue based environment and handles the tasks as received.
Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems.
Performs transactions within associated compliance requirements.
Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management.
Other job duties and/or responsibilities assigned with or without prior notice.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Knowledge of FIS IBS Insight and payment processing applications preferred.
Ability to learn payment processing systems.
Full-Time/Part-Time Full-time Area of Interest Operations All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
$51k-94k yearly est. 1d ago
Payments Associate - Bank Operations - Wheeling, WV
Wesbanco Bank Inc. 4.3
Cincinnati, OH jobs
Back Payments Associate - Bank Operations #51-8592 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Wheeling Work Hours per Week 37.5 Requirements
High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred.
Customer Service and administrative experience required with payment or bank operations experience preferred.
Job Description
SUMMARY:
The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts.
The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to communicate effectively with customers or employees in writing, in person, or via telephone.
Ability to handle workload pressure and deadlines.
Ability to work independently.
Ability to maintain confidentiality.
Team player with a positive outlook.
Must be detail oriented and have good organizational skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides customer service via phone, mail, and email for payment processing.
Works in a queue based environment and handles the tasks as received.
Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems.
Performs transactions within associated compliance requirements.
Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management.
Other job duties and/or responsibilities assigned with or without prior notice.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Knowledge of FIS IBS Insight and payment processing applications preferred.
Ability to learn payment processing systems.
Full-Time/Part-Time Full-time Area of Interest Operations All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
$46k-86k yearly est. 1d ago
Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. 4.6
Atlanta, GA jobs
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements New Client and Business Development
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
Profile, qualify, and convert prospects into CPB clients.
Identify and execute on new business opportunities with existing clients
Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
Manage client expectations regarding what can and cannot be executed on their behalf
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Ensure all client inquiries and problems are handled effectively and resolved
Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilise and learn computer and web based applications
Qualifications and Education
15+ years of experience
Licensing: Series 7 & 66 (or 63 & 65) & 31
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bankbanking and product systems, platforms, tools and capabilities.
Job Family Group
Private Client Coverage
Job Family
Private Banker
Time Type
Full time
Primary Location
Atlanta Georgia United States
Primary Location Full Time Salary Range
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 15, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
$121k-196k yearly est. 1d ago
Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Dallas, TX jobs
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
#J-18808-Ljbffr
$58k-118k yearly est. 1d ago
Payments Associate - Bank Operations - Wheeling, WV
Wesbanco Bank Inc. 4.3
Uniontown, OH jobs
Back Payments Associate - Bank Operations #51-8592 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Wheeling Work Hours per Week 37.5 Requirements
High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred.
Customer Service and administrative experience required with payment or bank operations experience preferred.
Job Description
SUMMARY:
The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts.
The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to communicate effectively with customers or employees in writing, in person, or via telephone.
Ability to handle workload pressure and deadlines.
Ability to work independently.
Ability to maintain confidentiality.
Team player with a positive outlook.
Must be detail oriented and have good organizational skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides customer service via phone, mail, and email for payment processing.
Works in a queue based environment and handles the tasks as received.
Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems.
Performs transactions within associated compliance requirements.
Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management.
Other job duties and/or responsibilities assigned with or without prior notice.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Knowledge of FIS IBS Insight and payment processing applications preferred.
Ability to learn payment processing systems.
Full-Time/Part-Time Full-time Area of Interest Operations All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
$51k-95k yearly est. 1d ago
Video Teller
Consumers Credit Union 3.5
Lake Forest, IL jobs
Join a Great Place to Work Certified company! Consumers Credit Union (CCU) is now hiring a Video Teller! If you love helping customers but prefer a role with less face-to-face interaction, our Video Teller position could be the perfect fit. Check it out and see if it's right for you!
Location:
For onboarding and training you'll start on-site at our corporate office in Lake Forest for the first 90 days. Then you'll have an opportunity to consider a hybrid schedule (including onsite days at our corporate office in Lake Forest). Onsite schedules will be at our corporate office in Lake Forest, IL.
Local Northern IL/Southeastern WI candidates only!
As a Video Teller, you will create a positive, interactive experience for members while assisting with their financial transactions such as processing deposits, withdrawals, loan payments, and more through an interactive teller machine. These machines are similar to an ATM but more technologically advanced because they have video capabilities built in!
CCU is a dynamic organization that implements process improvements and embraces change to drive continuous growth and efficiency. The ideal candidate will embrace change, deliver consistent, high-quality performance, and effectively manage evolving responsibilities in a fast-paced environment.
Main Responsibilities:
Deliver excellent service to members by accurately processing deposits, withdrawals, loan payments, and other transactions through Interactive Teller Machines (ITMs)
Guide and educate members on using ITM technology, helping them feel confident while identifying opportunities to recommend relevant credit union products and services.
Perform account maintenance including loan corrections, loan/account fee reversals, and transactional disputes related to the ITM channel.
Assist with decreasing risk and losses to the credit union by reviewing account activity and by gathering information required for compliance requirements.
Ensure policies, procedures, compliance, audits, quality control and balancing standards are adhered to.
Collaborate with branch employees to create a partnership between the branch and video teller team when assisting members.
Qualifications:
High School Diploma or GED - Minimum
Bi-lingual Spanish preferred
At least 1 year of customer service experience required, financial institution experience preferred
Strong customer service skills with the ability to build rapport and communicate clearly
Comfortable multitasking in a fast-paced, technology-driven environment
High proficiency with computer systems and software applications
Confident and professional appearing on camera while interacting with members
Flexibility to work 40 hours/week between the following hours:
Monday - Friday: 8AM - 6:15PM, rotating Saturdays: 8AM-2PM
When scheduled on Saturday you will get a day off during the week!
Compensation:
The salary range for this role is $15.80 to $22.13 per hour. This role is eligible for an annual bonus opportunity. A specific salary offer considers factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the salary range and compensation decisions are dependent on the facts and circumstances of each case.
Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20.
For more information about benefit offerings, please visit our careers page: about/what-we-do/careers
About CCU:
Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union (CCU) has $4.3 billion in assets and serves more than 272,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. To learn more, visit myconsumers.org
Equal Opportunity Employer:
CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities.
We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Human Resources team at: or .
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$15.8-22.1 hourly 2d ago
Teller
City Bank 4.4
Lubbock, TX jobs
The position of Front Line Teller is responsible for performing a variety of lobby and drive thru service transactions for customers in a professional, timely and efficient manner and according to established bank policies and procedures.
Represents the bank in a courteous and professional manner. Furnishes prompt, efficient and accurate service in processing transactions.
Prepares teller window to be organized and ready to serve customers by regularly scheduled opening times.
Maintains a high level of security awareness within daily work responsibilities such as the safekeeping of teller cash by locking teller drawers and computer. Maintains proper amounts of cash in teller window.
Attention to detail and excellent communication skills are required.
Is knowledgeable in bank products and services and actively recognizes the needs of our customers in providing them.
Maintains adequate teller supplies in an organized manner.
Accepts checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
Cashes checks and pays money from savings and checking accounts upon verification of signatures and customer account balances. Inspects all negotiable items to determine their negotiability.
Receives payments for loans such as mortgage, installment, and commercial, ensuring that payments equal the amount due and that all late charges, if applicable, are collected.
Cashes checks for non-bank customers upon verification of identification and appropriate approval, as required.
Assist in working night depository bags/envelopes, dropped bags as well as handling bank-by-mail deposits.
Issues cashier's checks to customers.
Prepares cash advance requests, obtaining proper authorization. Ensures that the cash advances are balanced and transmitted daily.
Maintains MC/EMV supplies.
Redeems E/EE/I savings bonds for customers only.
Accepts stop payments on ACH items and checks and applies them according to procedure.
Accepts and exchanges foreign currency by working through a corresponding bank.
Completes Monetary Instrument Log information through the Teller system for the purchase of a monetary instrument (cashier's check) with cash starting at $3,000.
Completes Currency Transaction information through the Teller system for cash transactions over at $5,000 or over $10,000.
Prepares wire transfer requests according to procedure.
Balances teller window daily along with each day and will provide a signed teller tape to their supervisor to confirm daily balancing.
Performs opening and closing responsibilities when assigned.
Sets up such tasks as preauthorized transactions, direct deposits, and change of addresses.
Responds to customer account inquiries in a friendly professional manner.
Provides customer with copies of statements.
Verifies incoming cash shipments under dual control if requested.
Maintains ATM on a daily basis, handling deposits, balancing, replenishes cash and supplies (may not apply to all locations).
Admits customers identified by signature comparison to the safe deposit vault area. Permits customers access to their individual boxes with the use of the guard key and the customer's key, secures safe deposit box access doors and escorts customers out of the vault area (may not apply to all locations).
Answers phones and e-mails in a friendly and professional manner.
Reviews items scanned into Teller Capture for accuracy.
Knows, understands and can locate all policies and procedures relative to teller operations and customer service functions.
Equal Opportunity Employer/Veterans/Disabled
$29k-32k yearly est. 2d ago
Teller (Green Valley)
Atlantic Union Bank 4.3
Greensboro, NC jobs
This position is responsible for providing a best in class customer experience while processing transactions, servicing existing and potential customers, and contributing to branch sales goals.
Accountabilities
Provide excellent customer experience
Perform basic customer and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Other duties as assigned
Organizational Relationship
This position is supervised by the assigned leader of the branch.
Position Qualifications
Education & Experience
High school diploma or equivalent required
Previous cash handling experience preferred
Previous customer service experience required
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$27k-33k yearly est. 2d ago
Bank Teller
Farmers National Bank of Canfield 4.7
Massillon, OH jobs
Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products
Participate in the bank's referral program and utilize any applicable technology and/or programs to effectively show results
Will be expected to meet specific referral goals on a weekly, monthly, quarterly and/or yearly basis
Operate and balance a terminal and cash drawer daily
Accept and process the following transactions: savings, checking, and Holiday Savings account, loan payments, SDB rental payments, sells money orders/official checks, and any type of cash withdrawal
Accept checks for cashing in accordance to FNB check handling procedures
Participate and successfully complete all required training courses
Willingness to be flexible with a strong desire to create a work environment conducive to teamwork
Assist with various duties associated with money shipments/orders, etc.
Willingness to perform additional branch duties and responsibilities outside the realm of processing transactions
Handle all cash, customer transactions, and customer information in accordance with FNB Security Policy and Procedures
Motivation to make outbound sales calls to current and prospective clients
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs
Maintain a position of trust and responsibility by keeping all customer business and personal information confidential
Accept responsibilities and projects as assigned by a supervisor to add value to Farmers National Bank
Must be able to work in a team environment, in a positive manner, with coworkers and the public
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations
Regular, predictable attendance is an essential requirement of this position
Complete all other duties as assigned
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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 General Education degree (GED)
Proven cash handling experience
Must possess basic computer skills and knowledge, use a calculator, typewriter, phone, fax machine, and other office equipment
Customer service and/or sales experience at any level
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (preferred)
Cash Handling (required)
Customer Service (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$27k-31k yearly est. 2d ago
Bank Teller
Farmers National Bank of Canfield 4.7
Hudson, OH jobs
Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products
Participate in the bank's referral program and utilize any applicable technology and/or programs to effectively show results
Will be expected to meet specific referral goals on a weekly, monthly, quarterly and/or yearly basis
Operate and balance a terminal and cash drawer daily
Accept and process the following transactions: savings, checking, and Holiday Savings account, loan payments, SDB rental payments, sells money orders/official checks, and any type of cash withdrawal
Accept checks for cashing in accordance to FNB check handling procedures
Participate and successfully complete all required training courses
Willingness to be flexible with a strong desire to create a work environment conducive to teamwork
Assist with various duties associated with money shipments/orders, etc.
Willingness to perform additional branch duties and responsibilities outside the realm of processing transactions
Handle all cash, customer transactions, and customer information in accordance with FNB Security Policy and Procedures
Motivation to make outbound sales calls to current and prospective clients
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs
Maintain a position of trust and responsibility by keeping all customer business and personal information confidential
Accept responsibilities and projects as assigned by a supervisor to add value to Farmers National Bank
Must be able to work in a team environment, in a positive manner, with coworkers and the public
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations
Regular, predictable attendance is an essential requirement of this position
Complete all other duties as assigned
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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 General Education degree (GED)
Proven cash handling experience
Must possess basic computer skills and knowledge, use a calculator, typewriter, phone, fax machine, and other office equipment
Customer service and/or sales experience at any level
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (preferred)
Cash Handling (required)
Customer Service (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$27k-31k yearly est. 3d ago
Teller II
Water and Power Community Credit Union 3.7
Los Angeles, CA jobs
Role:
To provide value-added quality service to the membership by efficiently, accurately and continuously handling member transaction, cross-selling credit union products and services, and providing back-up operational support to the Assistant Manager and Lead Teller. Provides leadership and motivation to teller staff in order to reach organizational objectives and goals.
Major Duties and Responsibilities
25% - (Job Knowledge) - Proficient in processing all teller transactions including deposits, withdrawals, loan payments, night drop, bank by mail transactions, payroll deduction, money orders and cashier checks. May be responsible for placing or maintaining branch cash orders, negotiable items, audit logs and ensuring that the daily branch balancing procedures are completed in a timely manner. Provides prompt and accurate information to the member and conducts complex account research. Provides in depth level of knowledge and skill in the operational aspects of the teller area.
20% - (Member Focus) - Proficiently provides prompt and accurate information to the member and conducts moderate to complex account research or inquires. Proficient balancing a cash drawer and daily transactions within established credit union guidelines to ensure accuracy and prevention of losses. Ensures compliance with all credit union member service standards.
20% - (Leadership) -May act as a lead person or provide overrides as directed by branch management. May be asked to oversee the teller area to deliver exceptional service to the membership in the absence of the Lead Teller. May be asked to monitor activities to ensure that they are in compliance with established credit union policies and procedures. Provides feedback to supervisor and other service centers on any issues that can improve performance. Provides feedback to supervisor on staff performance evaluations and recommends appropriate actions.
10% - (Business Development) - Proficiently promotes a retail environment by cross-selling and referring credit union products and services. Supports the needs of the manager and sales division by assisting wherever needed. Required to meet and maintain minimum sales objectives assigned by branch management.
10% - (Communication) - Maintains professional standards with all member and staff contacts, written correspondence, and overall personnel and branch appearance. Composes correspondence and communicates with members as necessary.
10% - (Teamwork and Cooperation) - Maintains effective communications between branch and other service centers. Is willing to provide support to other service centers in order to achieve exceptional member service.
5% - Other duties as assigned.
Additional Responsibilities:
To provide friendly, professional, personal service to all members.
To balance at least 98% of the time.
Complete all work process with minimum of errors and a high degree of quality with minimal supervision.
Required to meet and maintain minimum sales objectives assigned by the Branch Manager.
Supports the needs of the Sales Division by assisting wherever needed to ensure member demand with sales and service delivery.
Utilize TQM tools and techniques, such as flowcharting, brainstorming, check sheets, and charts to continuously improve work processes; demonstrates and promotes teamwork.
Performs all duties in compliance with credit union policies and appropriate regulatory statutes.
May be required to work on Saturdays on request by the Branch Manager.
You are required to attend Sales events.
May be required to travel to other Service Centers for staff coverage.
Qualifications
Education
Education: High School Diploma, G.E.D., or equivalent required.
Experience
Minimum of two to five years customer service and retail sales experience with a proven track record of two years in cash handling experience or two years branch operations experience.
Abilities, Knowledge and Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/ or outside the organization, generally regarding routine matters for purpose of giving or obtaining information which may require some discussion.
Other Skills: Intermediate knowledge of computers and applications, Microsoft Windows, Microsoft. Word, Microsoft Excel, Internet Browser experience, excellent verbal and written skills.
Ability to communicate clearly and to be understood in English, both in writing and verbally, by telephone and face to face.
Ability to sit in increments of 2-3 hours at a time during the workday.
Ability to stand in increments of 2-3 hours at a time, walk one hour per day, and bend/reach a distance of two to four feet.
Ability to operate computer terminal, printer and calculator for extended periods of time.
Ability to stand while conducting member's transactions.
Ability to organize financial records in chronological and/ or alpha/ numeric files.
Ability to make sound decisions
Ability to act as a lead person as directed by branch management.
Ability to perform basic Lead Teller functions.
Performs all duties and assignments in compliance with credit union policies and appropriate regulatory statutes, including BSA regulations and those that correspond with specific job duties.
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Water and Power Community Credit Union is an Equal Employment Opportunity Employer. Water and Power Community Credit Union is committed to a proactive program of affirmative action and diversity development. The Company will continue to recruit, hire, train, and promote into all job levels without regard to race, religion, gender, marital status, familial status, national origin, age, mental or physical disability, sexual orientation, gender identity, source of income, or veteran status.
$31k-37k yearly est. 2d ago
Teller - Taraval Area
First Bank 4.6
San Francisco, CA jobs
Banking Specialist I
This position, Banking Specialist I, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs.
What You Will Be Doing
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates.
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
$32k-36k yearly est. 2d ago
Community Banker III
Rondout Savings Bank 3.6
West Hurley, NY jobs
This is a full-time on-site role for a Community Banker located in West Hurley, NY. The Community Banker position accurately processes various transactions, completes high-level tasks related to bank accounts, actively promotes products, and services, and supports long-term relationships with customers. This position requires rotation between platform and teller stations based on the needs of the branch, giving equal time to both as possible. The Community Banker is encouraged to grow in the role, and work in new innovative ways to deliver the excellence our customers expect. The Community Banker will also be responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to:
Strict adherence to all bank policies and procedures to protect the bank while enhancing the customer experience.
Accountability for cash drawer and its contents at all times and reporting any discrepancies to management.
Maintaining a full understanding of all bank products and promotions, as well as knowledge in financial management systems.
Performing for all aspects of the account opening and closing process, updating personal details and permissions on bank accounts.
Assisting customers with ordering and issuing new debit cards and pin resets.
Reviewing accounts for fraudulent activity and assisting customers with dispute claims.
Assisting customers with internet banking; including unlocking and resetting user accounts and assisting customers with application, agreement, and disclosures.
Assisting with vault proof at the end of the day including counting, selling, and buying cash.
Assisting the branch in cash ordering, end of night reports, monthly audit logs and teller audits.
Recognizing cross-selling opportunities, including referrals to other areas of the Bank to support strategic growth goals.
Engaging in customer outreach to support relationship development and service needs.
Making customer calls as part of ongoing engagement and follow-up efforts.
Researching and correcting cash on hand differences.
Assisting customers in filling out loans applications, providing the required document for underwriting and handling the closing of the following consumer lending products: unsecured personal loans, passbook savings loan, auto loans and overdraft line of credit.
Accepting consumer loan applications and submitting HELOC and mortgage referrals to our leading team.
Participating in and supporting Rondout Savings Bank initiatives, activities, and programs.
Requirements
Education and Certification Qualifications:
High school diploma or equivalent.
Required to take internal training courses.
Experience and Qualifications:
1-2 years of banking experience, excellent verbal and written communications skills, customer service experience, excellent math, and cash handling abilities, along with computer and organizational skills.
Physical Requirements:
Prolonged periods of time working on a computer
Prolonged periods of time standing
Ability to walk up and down stairs
Must be able to lift up to 10-20 pounds at times
Ability to work at any branch location
As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
Equal Employment Opportunity Policy Statement
EEO Reasonable Accommodation Policy
Know Your Rights: Workplace Discrimination is Illegal
Pay Transparency Nondiscrimination Provision
$76k-137k yearly est. 2d ago
Senior FIG Consumer Finance Banker & Deal Leader
Capital One National Association 4.7
Chicago, IL jobs
A leading financial institution in Chicago is seeking a Director for FIG Investment Banking. This senior role involves relationship management, business development, and guiding investment banking activities within the Consumer Finance sector. The ideal candidate will have substantial experience in relationship management and asset-backed securitization, with a focus on driving complex transactions and mentoring junior staff. Competitive compensation with performance-based incentives is available.
#J-18808-Ljbffr
* New business development and ongoing relationship management in the broader consumer finance industry* Work with leadership team to assist in the development of opportunity set and potential growth areas* Nurture and expand strong internal/external relationships, both new and existing* Work both independently and with small team to advise companies on best options for their needs, including lending, capital markets and other services* Autonomously manage deal execution with limited oversight: origination, structuring, cash flow modeling, diligence, negotiation of terms, approval, and legal documentation* Lead due diligence processes; evaluate industry research to draw relevant conclusions on material strengths, risks, and mitigants* Assist less experienced team members in financial statement analysis, cash flow analysis, and overall deal structuring* Prepare and review financial models independently* Assist partners in Underwriting to review credit approval documents; may review work of less experienced members of the team* Autonomously prepare term sheets in consultation with broader deal team, including partners in Underwriting, Legal and Credit* Lead the review and negotiation of legal documents subject matter expertise to provide rationale and drive outcomes, both internally and externally* Drive overall deal process and lead communication with internal and external constituents; constructively improve deal process* Prepare and review pricing models independently; understand drivers for pricing model outputs and consider areas for increasing returns* Bachelor's Degree or Military Experience* At least 5 years of experience in Relationship Management* At least 7 years of experience working with Lender Finance* At least 7 years of experience working with Financial Institutions* Master's Degree and/or CFA* At least 10 years of experience in Capital Markets and Asset Backed Securitization (ABS)* Completion of a formal credit training program* FINRA Licenses series 7, 63, 69Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
#J-18808-Ljbffr
$27k-35k yearly est. 1d ago
Financial Services Representative
One Nevada Credit Union 4.2
Reno, NV jobs
One Nevada Credit Union has an EXCELLENT career opportunity for a Financial Services Representative at our Damonte Ranch Parkway Branch in Reno, Nevada!! The Financial Services Representative II performs all loan interviewing and processing, new accounts, paying/receiving member transactions, greets and directs members, and cross-sells Credit Union products and services. ESSENTIAL JOB FUNCTIONS DUTIES AND RESPONSIBILITIES
Financial Services 60%
Receives, reviews, and completes documentation for all new products and services as well as existing accounts;
Conducts all paying/receiving transactions, data entry, and records all pertinent information accurately and thoroughly;
Follows internal control procedures for production of debit/ATM cards;
Promotes and achieves quality sales to attain Credit Union goals and objectives;
Receives and responds to member inquiries, research requests, and member issues in a timely manner;
Follows Internal Control procedures to accurately process fraud claims; provide members direction for processing fraud claims.
Completes transactions data entry/changes and documentation in an accurate and timely manner;
Interviews members to determine their financial services needs;
Protects the Credit Union from potential loss via interview process and document review.
Authorizes fee refunds within approved limits;
Controls, maintains, and secures all cash and consignments as assigned within established limits;
Balances daily transactions in an accurate and precise manner;
Completes data entry, performs transactions, opens and closes IRA accounts and certificates;
Assists with opening and closing procedures at assigned branch;
Trains new Financial Services Representatives in all financial services transactions and procedures;
Approves and establishes Credit Union membership for qualified applicants; and
Provides problem resolution and troubleshooting for members with minor technical issues on mobile applications and online;
Reviews VISA debit and network applications to provide members with problem resolution;
Makes out-going calls to members regarding marketing campaigns;
Participates in business development efforts for select groups as well as participate in community relation events when required;
Promotes all ancillary products such as Investments and mortgages to members through the use of quality referrals.
Answers general questions concerning online systems, personal computers and phone applications as needed.
Practices and maintains high awareness of member confidentiality and all security, safety and internal control procedures.
Completes annual training requirements and stays current with all assigned online classes;
Completes debit card, withdrawal limit increases and wire transfers within established limits.
Loans 40%
Receives, reviews, enters, generates, and processes loan applications for consumer loans;
Communicates loan decisions to members in a timely manner;
Approves share and certificate loans, within established limits;
Completes loan documentation, including inspection of collateral;
Reviews documents with applicant and disburses loan;
Provides quality control for loans;
Sells insurance products such as; debt cancellation, mechanical breakdown and Gap coverage;
Performs other duties as assigned.
QUALIFICATIONS Knowledge, Skills, and Abilities
Thorough knowledge of all products and services offered by the Credit Union;
Working knowledge of loan and member service policies and procedures;
Working knowledge of loan interviewing skills and techniques;
Thorough knowledge of cash handling procedures and techniques;
Skill in the operation of a calculator, fax machine, and various office equipment;
Skill in the operations of a personal computer to include Internet/ Intranet, operating system, word processing, spreadsheet, presentation, calendar, and scheduling software programs;
Ability to quickly learn new online systems and procedures as implemented;
Ability to prioritize work flow and handle multiple tasks;
Ability to effectively cross-sell Credit Union products and services;
Ability to make sound decisions regarding exceptions to member accounts;
Ability to establish and maintain effective working relationships with co-workers and members;
Ability to effectively communicate verbally;
Ability to prioritize tasks and multi-task.
Ability to train other employees;
Ability to maintain regularly scheduled attendance;
Must be able to relate appropriately to other people beyond giving and receiving instructions: (a) can get along with co-workers or peers without exhibiting behavioral extremes; (b) perform work activities requiring negotiating, instruction, and communicating with others; and (c) respond appropriately to constructive feedback from a supervisor.
EDUCATION AND EXPERIENCE
A high school diploma or GED equivalent, plus one year experience with a financial institution or high volume cash handling business. Must successfully complete Financial Services and Success training within six months of position acceptance.
$30k-36k yearly est. 2d ago
Financial Services Representative
One Nevada Credit Union 4.2
Las Vegas, NV jobs
One Nevada Credit Union is looking for a highly adaptable and self-motivated individual to join our Retail Operations Team Financial Services Representative program!
This role requires flexibility, reliability, and a strong commitment to providing exceptional service across all Retail Operations locations. Flexibility to work as early as 7:15 a.m. and an occasional Saturday in our Contact Center. Consistent and dependable attendance, ability to work independently while maintaining high performance standards, and ability to take direction. If you are someone who thrives in a fast-paced, collaborative setting and enjoys variety in your workday, we encourage you to apply. Team FSR employees must maintain flexibility to work at any branch location, as well as the ability to perform duties in our Contact Center.
Please review additional details about this career opportunity below:
This position utilizes a high level of technical skills to perform financial services in our branches and on our phones for prospective and current members by accessing automated systems, platforms, and software via desktop and mobile devices.
The Team FSR conducts loan interviews and processing, opens new accounts, greets and directs members, assists with member transactions, cross-sells Credit Union products and services, and educates members on the use of our ATM, mobile banking, and website.
This position provides technical support, initiates troubleshooting, and educates current and potential members to conduct financial service requests via automation. Our Team FSRs promote financial well-being through effective conversations and provide superior services.
This position requires knowledge of all products and services offered to our member-owners by One Nevada, loan and member service policies and procedures, and loan interviewing skills and techniques.
The ability to troubleshoot and assist members with gaining online access, learn and navigate new applications and programs, examine documents for accuracy and compliance, analyze situations, and recommend solutions.
Excellent interpersonal communication skills with an emphasis on negotiation and persuasion techniques are required.
Position requirements include a high school diploma or GED equivalent, plus, one year of experience with a financial institution or extensive customer service and sales experience. Ability to obtain licensing for NMLS and willing to travel to all branch locations.
(function () { 'use strict'; social Share.init(); })();
$30k-36k yearly est. 2d ago
Realtionship Banker
First National Bank of Pennsylvania 4.5
Youngstown, OH jobs
Primary Office Location:One Federal Plaza West. Youngstown, Ohio. 44503.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.