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Banking Associate jobs at BMO Capital Markets - 6176 jobs

  • Payments Associate - Bank Operations - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    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
    $48k-90k yearly est. 1d ago
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  • UHNW Private Banker | Wealth Strategy & Trusted Advisory

    Citigroup Inc. 4.6company rating

    Palo Alto, CA jobs

    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
  • CNB Bank, Universal Associate, Full Time

    CNB Bank 3.3company rating

    Clearfield, PA jobs

    Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations. Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction. Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level. Follow all bank policies and operational procedures to ensure security and compliance. Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. ATTITUDES Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: Respect- treat every client and colleague with dignity and respect. Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions. Inclusion- embrace diverse perspectives creating a welcoming environment for all. BEHAVIORS Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating: Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic. Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values. Collaboration- work effectively within a team, contribute ideas, and support colleagues. Volunteerism- actively support and participate in community outreach and volunteer initiatives. COMPETENCIES Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating: Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties. Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions. Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication. POSITION LEVEL(S) EXPECTATIONS (if applicable) UA I- Open consumer and business deposit accounts UA II- Ability to uncover and originate consumer loans plus all above duties. UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties. UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties. SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning. Requirements QUALIFICATIONS, EDUCATION, & EXPERIENCE To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted. LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively. TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. ?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
    $50k-100k yearly est. 2d ago
  • Payments Associate - Bank Operations - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    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
  • CNB Bank, Floating Universal Associate, Full Time

    CNB Bank 3.3company rating

    Philipsburg, PA jobs

    Floating Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. This is a traveling position, the applicant needs to be able to travel between: Presqueisle Street, Plaza, Kylertown, Houtzdale and Osceola Mills. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations. Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction. Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level. Follow all bank policies and operational procedures to ensure security and compliance. Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. ATTITUDES Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: Respect- treat every client and colleague with dignity and respect. Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions. Inclusion- embrace diverse perspectives creating a welcoming environment for all. BEHAVIORS Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating: Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic. Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values. Collaboration- work effectively within a team, contribute ideas, and support colleagues. Volunteerism- actively support and participate in community outreach and volunteer initiatives. COMPETENCIES Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating: Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties. Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions. Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication. POSITION LEVEL(S) EXPECTATIONS (if applicable) UA I- Open consumer and business deposit accounts UA II- Ability to uncover and originate consumer loans plus all above duties. UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties. UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties. SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning. Requirements QUALIFICATIONS, EDUCATION, & EXPERIENCE To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted. LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively. TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. ?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
    $50k-101k yearly est. 2d ago
  • Payments Associate - Bank Operations - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    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
  • Payments Associate - Bank Operations - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    Ann Arbor, MI 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
    $47k-88k yearly est. 1d ago
  • CNB Bank, Universal Associate, Full Time

    CNB Bank 3.3company rating

    Duncansville, PA jobs

    Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes. PROVIDE ENHANCED CLIENT SERVICE Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality. FOSTER OUR CULTURE Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business. PROMOTE DIGITAL AWARENESS Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications. FOCUS ON ACCURACY AND ATTENTION TO DETAIL Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals. SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required. Requirements Qualifications, education, and experience: To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. Obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A criminal background check will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally. TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. ?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
    $50k-100k yearly est. 2d ago
  • Citi Private Bank - UHNW Private Banker - Director / MD

    Citigroup Inc. 4.6company rating

    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 Bank banking 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 4.8company rating

    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. 4.3company rating

    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
  • Payments Associate - Bank Operations - Bowie, MD

    Wesbanco Bank Inc. 4.3company rating

    Bowie, MD jobs

    Back Payments Associate - Bank Operations #61-8629 Bowie, Maryland, United States 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 Mid-Atlantic 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. ADDITIONAL INFORMATION: The wage range for the Payments Associate position is $17.65 - $20.00 per hour and eligible for approved overtime. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays, and 1 float holiday. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match. Full-Time/Part-Time Full-time Area of Interest Operations All Locations Bowie, Maryland, United States
    $17.7-20 hourly 2d ago
  • Teller

    City Bank 4.4company rating

    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

    Diamond Credit Union 3.6company rating

    Birdsboro, PA jobs

    NO SATURDAY HOURS Are you stuck in your mundane Job with no growth opportunity? Are you looking to blend hard work and FUN? Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union. Diamond Credit Union is looking for full-time Tellers who deliver an "All-Star" member experience to our friends and neighbors in the community. Our Tellers don't just work for a financial institution; they help make a difference in the community. All-Stars are team members who get recognized by our members for going above and beyond for them. All-Star Tellers are employees who make our members feel their experience was exceptional. Our Tellers are employees who believe in doing more for our members and more for our community. Position Summary: Teller efficiently handles members' financial transactions while providing exceptional service and identifying opportunities where Diamond can assist members in achieving their financial goals. Supervisory Responsibilities: No direct reports. Work Location: Assigned Branch location. Ability to travel between branch locations when needed. Essential Functions: Process daily member transactions in a prompt, accurate and efficient manner; these transactions include withdrawals and deposits, check cashing, transfers, advances of Credit Card and Line of Credit products, and redemption of saving bonds. Responsible for the operation and balancing of a teller drawer. Demonstrate an excellence in service; the ability to meet and exceed members' expectations, as well as providing the 'wow' member experience. Support branch development initiatives, execute assigned branch development tactics and meet individual goals. Effectively handle and resolve member complaints, conflicts, questions, and general inquiries pertaining to their account. Requirements Required Skills / Abilities: Demonstrated dedication to positive, member-focused service. Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner. Good organizational skills and attention to detail. Good technical skills and ability to work with multiple systems. Ability to be available at 8:30am M-F. Available to work until 5:15pm M-W, and on a rotation basis 7:15pm Th, 6:15pm Fri. Education / Experience: High school diploma or equivalent. One year of cash handling/customer service experience. Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
    $23k-27k yearly est. 2d ago
  • Teller II

    Water and Power Community Credit Union 3.7company rating

    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

    First Bank 4.6company rating

    Powell, WY jobs

    About The Role The Teller I role serves as the bank's front-line representative, responsible for delivering exceptional customer service and processing financial transactions accurately and efficiently. This role includes assisting customers with deposits, withdrawals, loan payments, and account inquiries, while ensuring compliance with regulations and maintaining confidentiality. Tellers are expected to uphold First Bank of Wyoming's Core Values-Embrace Responsibility, Execute with Excellence, Pursue Growth & Learning, Thrive Together-and demonstrate professionalism, adaptability, and strong problem-solving skills in all interactions. Essential Functions Greet customers warmly, learn their names, and provide extraordinary service in alignment with Quality Service Standards and My Service Pledge: Smile, Eye Contact, Refer to Customers by Name, Offer Viable Options - Never Say No, Instant Acknowledgment, Customers Always Come First, End with Thank You. Assist customers with financial transactions, account inquiries, and product information; take ownership of issues and ensure timely resolution. Conduct transactions accurately and within established guidelines, including deposits, withdrawals, check cashing, loan payments, cashier's checks, wires, cash advances, account transfers, savings bonds, and change orders. Balance teller drawer, cash vault, coin machine, and Teller Cash Recycler (TCR) daily; maintain cash limits and safeguard currency by following all policies and procedures Detect and manage risk in every transaction, including identifying counterfeit currency and fraudulent activity; stay current on fraud warnings and follow security protocols Assist with account maintenance, including closures, name and address changes, dormant account forms, foreign currency transactions, and online banking enrollment; introduce and explain bank products and services as appropriate. Demonstrate proficiency in computer transactions and check handling tasks, including endorsements, Reg. CC holds, OFAC, and check cashing policies Maintain knowledge of teller limits, branch limits, and procedures for overrides and approvals; understand bank products and review brochures with new customers. Research, troubleshoot, and resolve customer and internal inquiries regarding policies, practices, and products, exercise independent judgment under minimal supervision. Maintain a positive attitude and display courteous, respectful behavior toward customers and coworkers; represent the bank professionally through appearance, punctuality, confidentiality, and adaptability. Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Additional Responsibilities Adhere to First Bank of Wyoming Company Core Values. Adhere to all applicable banking regulations, applicable laws, company policies, management directives, security, and operational procedures. Responsible for the timely completion of all required Compliance and Security training assigned by GBCI and First Bank of Wyoming within the designated timeframes. It is the individual's responsibility to fully understand the content presented in each training module. If clarification is needed, the learner must proactively reach out to their supervisor to request further explanation or additional training as necessary. Responsible for adherence to Bank Security Policy and for reporting security risks to management. Keep management appropriately informed of area activities and of any significant problems. Support the bank's mission by participating in Community Service and Bank-sponsored activities, while consistently representing the bank in a professional manner. Represent First Bank of Wyoming in a professional manner which includes a professional image, confidentiality, a positive "can-do" attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs. Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers. Maintain physical presence in the workplace and full alertness during working hours to ensure effective customer service and overall job performance. Attend and actively participate in required meetings. Provide exceptional internal and external customer service by interacting calmly and professionally with individuals from diverse backgrounds at various levels within and outside of the organization. Maintain a clean, organized, and customer-friendly work area; safeguard confidential information and adhere to professional appearance standards. Additional duties as requested or assigned. About You Minimum Qualifications High school diploma or equivalent is required Zero to one year of similar or related experience, including preparatory experience is required Prior cash handling experience is preferred Prior banking experience is preferred Prior customer service experience is preferred Must have availability between 7:45 AM and 6:00 PM, Monday through Friday Required Skills, Abilities, and Knowledge Self-motivated, detail-oriented, and passionate about customer service. Excellent organizational and time management skills; ability to prioritize multiple tasks and perform under pressure. Strong problem-solving abilities, adaptability, and flexibility in day-to-day activities. Effective verbal and written communication skills; ability to follow complex instructions and maintain confidentiality. Proficient in basic computer applications and standard office equipment. Ability to work independently and collaboratively while maintaining professionalism. The role demands the ability to handle multiple priorities calmly and professionally, exercise discretion, and maintain composure under deadlines and fast-paced conditions. Interpersonal Skills A significant level of trust, credibility and diplomacy is required. 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 purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to: climb (Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like, using feet and legs and/or hands and arms. Body agility is emphasized. This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion), balance (Maintaining body equilibrium to prevent falling and walking, standing or crouching on narrow, slippery, or erratically moving surfaces. This factor is important if the amount of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium), stoop (Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full motion of the lower extremities and back muscles), Kneel (Bending legs at knee to come to a rest on knee or knees), crouch (Bending the body downward and forward by bending leg and spine), push (Using upper extremities to press against something with steady force in order to thrust forward, downward or outward), pull (Using upper extremities to exert force in order to draw, haul or tug objects in a sustained motion). Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation. Specific lifting abilities required by this job include Medium work. Exerting up to 50 pounds of force occasionally, and/or up to 25 pounds of force frequently, and/or up to 10 pounds of force constantly to move objects. Specific vision abilities required by this job include The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. Working conditions Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level. Travel Must be capable of occasional travel (less than 10 days per year) by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Mental Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Intent and Function of s s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed s are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. What We Offer COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out! We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws. Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US. No Recruiters or unsolicited agency referrals please.
    $29k-32k yearly est. 2d ago
  • Teller - Taraval Area

    First Bank 4.6company rating

    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
  • Video Teller

    Honor Credit Union 3.8company rating

    Saint Joseph, MI jobs

    Video Teller Location: St. Joseph, MI Job Id: 3097 # of Openings: 3 Video Teller - St. Joseph (Part-Time) ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR": Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a "WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs. WHAT WE ARE LOOKING FOR: Provides excellent member experience by building and maintaining strong professional relationships through the Video Teller Machines. Assist members with accurately processing a variety of video teller transactions, including processing deposits, withdrawals, loan payments, cash advances, and other various requests. Maintains a high-level of confidentiality and accuracy while balancing each transaction and verifying cash totals. Actively engages members to identify unrealized financial needs and recommends effective solutions. Supports Contact Center growth by achieving established referral goals. Ensures members are promptly and professionally served. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: High School diploma or equivalent. EXPERIENCE REQUIRED: Six months to two years of similar or related experience, including time spent in preparatory positions. Customer service and data entry experience is preferred. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of Company products, sales policies, and procedures. Must have a demonstrated ability to keep finances in order. Strong listening, verbal, and written communication skills. At all times follow the core values of the credit union - honesty, truth, respect, and integrity. Must be highly detailed. WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer: Medical with prescription coverage, Dental, and Vision. 401k employer contribution & matching program. Incentive eligible. Paid time off and paid holidays (including your birthday!). Paid community volunteer hours. Wellbeing spending account. Various discounts on credit union products and services for team members & their families. Additional perks included. Apply for this Position
    $30k-34k yearly est. 2d ago
  • Teller

    Diamond Credit Union 3.6company rating

    Pottstown, PA jobs

    NO SATURDAY HOURS Are you stuck in your mundane Job with no growth opportunity? Are you looking to blend hard work and FUN? Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union. Diamond Credit Union is looking for full-time Tellers who deliver an "All-Star" member experience to our friends and neighbors in the community. Our Tellers don't just work for a financial institution; they help make a difference in the community. All-Stars are team members who get recognized by our members for going above and beyond for them. All-Star Tellers are employees who make our members feel their experience was exceptional. Our Tellers are employees who believe in doing more for our members and more for our community. Position Summary: Teller efficiently handles members' financial transactions while providing exceptional service and identifying opportunities where Diamond can assist members in achieving their financial goals. Supervisory Responsibilities: No direct reports. Work Location: Assigned Branch location. Ability to travel between branch locations when needed. Essential Functions: Process daily member transactions in a prompt, accurate and efficient manner; these transactions include withdrawals and deposits, check cashing, transfers, advances of Credit Card and Line of Credit products, and redemption of saving bonds. Responsible for the operation and balancing of a teller drawer. Demonstrate an excellence in service; the ability to meet and exceed members' expectations, as well as providing the 'wow' member experience. Support branch development initiatives, execute assigned branch development tactics and meet individual goals. Effectively handle and resolve member complaints, conflicts, questions, and general inquiries pertaining to their account. Requirements Required Skills / Abilities: Demonstrated dedication to positive, member-focused service. Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner. Good organizational skills and attention to detail. Good technical skills and ability to work with multiple systems. Ability to be available at 8:30am M-F. Available to work until 5:15pm M-W, and on a rotation basis 7:15pm Th, 6:15pm Fri. Education / Experience: High school diploma or equivalent. One year of cash handling/customer service experience. Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
    $23k-27k yearly est. 2d ago
  • Virtual Banker

    First Bank 4.6company rating

    Saint Louis, MO jobs

    Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels. Work schedule may include some weekends and evenings and requires excellent attendance and punctuality. What You Will Be Doing Processing a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible. Facilitating the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience. Monitoring ITM machines to ensure they are working properly. Assisting systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed. Managing incoming and outgoing calls, representing the bank in a positive, courteous and professional manner. Assessing clients' needs and cross-selling or making sales referrals of bank products and services. Assist in online account opening fulfillments and onboarding of new bank clients Processing and performing check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detecting potential fraud when possible. Meeting or exceeding established referral goals. Maintaining knowledge of cyber threats and best practices to minimize risks to the organization. Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials
    $38k-63k yearly est. 2d ago

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