Service Representative II
Service representative job at Citizens Business Bank
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
Provides prompt, efficient, and friendly service. Responsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercial loan payments; money order and check sales; traveler's checks processing; and foreign currency exchange. Refers cross-sales customers to appropriate salesperson. May also be responsible for handling merchant customers and cash shipments and deposits in addition to processing federal tax deposits for FICA wages. Follows established bank policies and procedures for this position and follows the supervisor's direction.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Answers all incoming telephone calls and assists or directs callers.
Takes messages.
Greets Customers in person or on the telephone.
Light filing.
Inputs check orders.
Input straight deposits, payments (no cash).
Process address changes.
Call customers to verify checks, to assist in processing various reports
Contact customers on return items
Receives commercial and individual checking deposits, verifies endorsement, and issues receipts
Receives savings deposits.
Places holds on accounts for uncollected funds according to Reg. CC.
Receive loan payments, checks due dates, and assesses late charges when applicable.
Accepts requests for purchase of U.S. Savings Bonds.
Accepts and places stop payment requests, accepts check reorders, and address changes, distributes these to proper personnel for processing.
Always keeps negotiable items secure and maintains a high level of safety for the Bank.
Must be familiar with, and in compliance with, all banking regulations as applicable.
Answer customer questions when necessary, always using the opportunities to cross-sell other bank services.
Processes any of the following:
Incoming mail, courier, ATM, Night Drop and payments
Treasury tax (TT&L) and loan payments
Signature cards
Transfers
Performs miscellaneous duties requested by a supervisor relating to the Bank and its functions.
Provide, present and promote The Citizens Experience to all external and internal customers.
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); and a minimum of six months experience as a service representative in a financial institution; or six months experience with cash handling and customer service.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
MATHEMATICAL SKILLS
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The noise level in the work environment is usually moderate.
Pay Range: $20.00 to $23.00 per hour
Auto-ApplyService Representative II
Service representative job at Citizens Business Bank
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
Provides prompt, efficient, and friendly service. Responsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercial loan payments; money order and check sales; traveler's checks processing; and foreign currency exchange. Refers cross-sales customers to appropriate salesperson. May also be responsible for handling merchant customers and cash shipments and deposits in addition to processing federal tax deposits for FICA wages. Follows established bank policies and procedures for this position and follows the supervisor's direction.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Answers all incoming telephone calls and assists or directs callers.
Takes messages.
Greets Customers in person or on the telephone.
Light filing.
Inputs check orders.
Input straight deposits, payments (no cash).
Process address changes.
Call customers to verify checks, to assist in processing various reports
Contact customers on return items
Receives commercial and individual checking deposits, verifies endorsement, and issues receipts
Receives savings deposits.
Places holds on accounts for uncollected funds according to Reg. CC.
Receive loan payments, checks due dates, and assesses late charges when applicable.
Accepts requests for purchase of U.S. Savings Bonds.
Accepts and places stop payment requests, accepts check reorders, and address changes, distributes these to proper personnel for processing.
Always keeps negotiable items secure and maintains a high level of safety for the Bank.
Must be familiar with, and in compliance with, all banking regulations as applicable.
Answer customer questions when necessary, always using the opportunities to cross-sell other bank services.
Processes any of the following:
Incoming mail, courier, ATM, Night Drop and payments
Treasury tax (TT&L) and loan payments
Signature cards
Transfers
Performs miscellaneous duties requested by a supervisor relating to the Bank and its functions.
Provide, present and promote The Citizens Experience to all external and internal customers.
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); and a minimum of six months experience as a service representative in a financial institution; or six months experience with cash handling and customer service.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
MATHEMATICAL SKILLS
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The noise level in the work environment is usually moderate.
Salary Range:$20.00 To 23.00 Hourly
Auto-ApplyCustomer Service Specialist I
El Monte, CA jobs
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
East West Bank is seeking a Customer Service Specialist I. The Customer Service Center Specialist performs a variety of customer service duties in a fast-paced call center environment to both internal and external customers. Provide excellent customer service to resolve diverse issues within the branch. As a Customer Service Center Specialist, you will present solutions based on individual customers' needs.
Responsibilities
* Respond to customer inquiries regarding bank products and services, transaction requests and account maintenance related to their account
* Utilize active listening, express willingness to help, identify customer needs and deliver courteous, professional service in a manner reflecting positively on East West Bank
* Complete banking transactions and offer self-service bank products and services (e.g. Online Banking and Mobile Banking)
* Obtain a comprehensive knowledge of all East West Bank products and services as well as general information required to answer customer questions, support customer inquiries about our online banking
* Troubleshoot various problems and properly escalate to management as needed
* Perform other duties as assigned
Qualifications
* Professional working proficiency in Spanish is a plus
* Some college preferred, high school graduate or equivalent required
* 1+ years experience serving in a customer service role. Call center and/or retail banking experience a plus
* Tech savviness and/or experience troubleshooting technical issues a strong plus
* Requires close attention to detail, excellent verbal communication along with interpersonal and client service skills
* Must be able to troubleshoot and resolve customer concerns using critical thinking skills
* Must have strong PC, proficiency with Windows based applications and excellent math aptitude
* Ability to work independently and efficiently in a fast-paced environment
* The candidate must be punctual, maintain a good attendance record, and able to work flexible hours and days
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $20.00/Hr. - USD $23.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Auto-ApplyCustomer Service Specialist I
El Monte, CA jobs
Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
East West Bank is seeking a Customer Service Specialist I. The Customer Service Center Specialist performs a variety of customer service duties in a fast-paced call center environment to both internal and external customers. Provide excellent customer service to resolve diverse issues within the branch. As a Customer Service Center Specialist, you will present solutions based on individual customers' needs.
Responsibilities
Respond to customer inquiries regarding bank products and services, transaction requests and account maintenance related to their account
Utilize active listening, express willingness to help, identify customer needs and deliver courteous, professional service in a manner reflecting positively on East West Bank
Complete banking transactions and offer self-service bank products and services (e.g. Online Banking and Mobile Banking)
Obtain a comprehensive knowledge of all East West Bank products and services as well as general information required to answer customer questions, support customer inquiries about our online banking
Troubleshoot various problems and properly escalate to management as needed
Perform other duties as assigned
Qualifications
Professional working proficiency in Spanish is a plus
Some college preferred, high school graduate or equivalent required
1+ years experience serving in a customer service role. Call center and/or retail banking experience a plus
Tech savviness and/or experience troubleshooting technical issues a strong plus
Requires close attention to detail, excellent verbal communication along with interpersonal and client service skills
Must be able to troubleshoot and resolve customer concerns using critical thinking skills
Must have strong PC, proficiency with Windows based applications and excellent math aptitude
Ability to work independently and efficiently in a fast-paced environment
The candidate must be punctual, maintain a good attendance record, and able to work flexible hours and days
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation The base pay range for this position is USD $20.00/Hr. - USD $23.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Auto-ApplySenior Premier Client Services Associate
Pasadena, CA jobs
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview
We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build relationship with customers to enhance customer experience. This position requires multi-tasking skills and the ability to manage time effectively.
Responsibilities
Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with Centralized Relationship Services (CRS) to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed.
Assist Relationship Managers by providing sales support, including assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily bases. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc.
Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank's deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings. Assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.
Assist Relationship Managers and Portfolio Managers in general portfolio management, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance, focusing on accuracy, promptness and client satisfaction.
Qualifications
High school diploma, or equivalent education and related training with three years of customer service experience. Or Associate's degree in related field with two years of customer service experience.
Minimum 5 years of banking experience in account opening particularly for business entities and customer service.
Candidate should have basic knowledge on general banking regulations such as BSA, CIP, OFAC, etc.
Familiar with new account opening process and commercial account structures.
Possess basic knowledge of loan operations.
Strong communication skills, both written and verbal, relating to internal and external clients and contacts.
Strong customer service contact handling skills.
Ability to manage high-volume inquiries in a timely manner.
Strong organization skills.
Ability to complete all core trainings.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Possess math aptitude with ability to grasp general accounting and financial concepts.
Compensation The base pay range for this position is USD $28.00/Hr. - USD $34.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Auto-ApplySenior Private Client Associate
Pasadena, CA jobs
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
The Senior Private Client Associate plays a critical role in supporting senior Private Bankers (PBs) and Relationship Managers (RMs) in delivering exceptional banking services to high-net-worth (HNW) clients. This position requires a high level of professionalism, attention to detail, and the ability to manage complex client needs with discretion and efficiency.
Responsibilities
* Partner closely with senior PBs and RMs to provide personalized, white-glove service to HNW clients, identifying and fulfilling their financial needs.
* Support RMs throughout the client onboarding process, including participating in KYC meetings and assisting with documentation and procedural requirements.
* Initiate account openings and assist RMs with fund transfers and related transactions.
* Handle daily administrative tasks such as preparing client documentation, compiling reports, and scanning records.
* Oversee post-account opening operations to ensure compliance and mitigate audit risks.
* Collaborate with internal banking specialists (GTP, FX, BSA officers) and centralized service teams to deliver seamless, integrated client service.
* Engage directly with RMs and clients to execute transactions and perform account maintenance.
* Resolve client and internal issues with strong communication and problem-solving skills across business units.
* Enhance client satisfaction by proactively engaging with RMs and clients, ensuring timely and effective issue resolution.
* Assist RMs in presenting and delivering East West Bank's full suite of products and services.
* Mentor and guide other Private Client Associates, performing secondary reviews and quality control as needed.
* May perform other duties as assigned
Qualifications
* 3-5 years of customer service experience, preferably in a financial services or banking environment.
* Bachelor's degree or equivalent experience preferred.
* Ability to work independently with minimal supervision in a fast-paced, high-pressure environment.
* Strong organizational skills with the ability to manage multiple tasks and ensure timely completion.
* Excellent verbal, written, and interpersonal communication skills.
* Proven ability to deliver outstanding customer service and build strong relationships with clients and colleagues.
* Effective time management and decision-making abilities.
* Proficiency in Microsoft Office applications (Excel, PowerPoint, Word).
* Professional working proficiency in Mandarin and or Cantonese is a plus.
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $31.00/Hr. - USD $40.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Auto-ApplySenior Private Client Associate
Pasadena, CA jobs
Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
The Senior Private Client Associate plays a critical role in supporting senior Private Bankers (PBs) and Relationship Managers (RMs) in delivering exceptional banking services to high-net-worth (HNW) clients. This position requires a high level of professionalism, attention to detail, and the ability to manage complex client needs with discretion and efficiency.
Responsibilities
Partner closely with senior PBs and RMs to provide personalized, white-glove service to HNW clients, identifying and fulfilling their financial needs.
Support RMs throughout the client onboarding process, including participating in KYC meetings and assisting with documentation and procedural requirements.
Initiate account openings and assist RMs with fund transfers and related transactions.
Handle daily administrative tasks such as preparing client documentation, compiling reports, and scanning records.
Oversee post-account opening operations to ensure compliance and mitigate audit risks.
Collaborate with internal banking specialists (GTP, FX, BSA officers) and centralized service teams to deliver seamless, integrated client service.
Engage directly with RMs and clients to execute transactions and perform account maintenance.
Resolve client and internal issues with strong communication and problem-solving skills across business units.
Enhance client satisfaction by proactively engaging with RMs and clients, ensuring timely and effective issue resolution.
Assist RMs in presenting and delivering East West Bank's full suite of products and services.
Mentor and guide other Private Client Associates, performing secondary reviews and quality control as needed.
May perform other duties as assigned
Qualifications
3-5 years of customer service experience, preferably in a financial services or banking environment.
Bachelor's degree or equivalent experience preferred.
Ability to work independently with minimal supervision in a fast-paced, high-pressure environment.
Strong organizational skills with the ability to manage multiple tasks and ensure timely completion.
Excellent verbal, written, and interpersonal communication skills.
Proven ability to deliver outstanding customer service and build strong relationships with clients and colleagues.
Effective time management and decision-making abilities.
Proficiency in Microsoft Office applications (Excel, PowerPoint, Word).
Professional working proficiency in Mandarin and or Cantonese is a plus.
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation The base pay range for this position is USD $31.00/Hr. - USD $40.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Auto-ApplyPremier Client Services Associate
Pasadena, CA jobs
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview
We are currently seeking a Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build relationship with customers to enhance customer experience. This position requires multi-tasking skills and the ability to manage time effectively.
Responsibilities
Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with Centralized Relationship Services (CRS) to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed.
Assist Relationship Managers by providing sales support, including assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily bases. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc.
Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank's deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings. Assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.
Assist Relationship Managers and Portfolio Managers in general portfolio management, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance, focusing on accuracy, promptness and client satisfaction.
May perform other duties as assigned.
Qualifications
High school diploma, or equivalent education and related training with three years of customer service experience. Or Associate's degree in related field with two years of customer service experience.
Familiar with new account opening process and commercial account structures.
Possess basic knowledge of loan operations.
Strong communication skills, both written and verbal, relating to internal and external clients and contacts.
Strong customer service contact handling skills.
Ability to manage high-volume inquiries in a timely manner.
Strong organization skills.
Ability to complete all core trainings.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Possess math aptitude with ability to grasp general accounting and financial concepts.
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation The base pay range for this position is USD $22.00/Hr. - USD $27.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Auto-ApplyClient Relationship Consultant 2 (Banker) - North Auburn, CA (38hrs)
Auburn, CA jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
* High school diploma or equivalent
* Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Thorough knowledge of applicable bank and branch policies, procedures and support systems
* Proven customer service and interpersonal skills
* - Experience with using and demonstrating digital products and self-service technologies
* Ability to explore and identify a customer's true needs while leveraging a digital first mindset
* Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
* Experience in the financial services industry preferred
Location expectations
This role requires working from a U.S. Bank location for all scheduled workdays.
#BranchCA
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $25.77
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Service Representative II
Service representative job at Citizens Business Bank
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
Provides prompt, efficient, and friendly service. Responsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercial loan payments; money order and check sales; traveler's checks processing; and foreign currency exchange. Refers cross-sales customers to appropriate salesperson. May also be responsible for handling merchant customers and cash shipments and deposits in addition to processing federal tax deposits for FICA wages. Follows established bank policies and procedures for this position and follows the supervisor's direction.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Answers all incoming telephone calls and assists or directs callers.
Takes messages.
Greets Customers in person or on the telephone.
Light filing.
Inputs check orders.
Input straight deposits, payments (no cash).
Process address changes.
Call customers to verify checks, to assist in processing various reports
Contact customers on return items
Receives commercial and individual checking deposits, verifies endorsement, and issues receipts
Receives savings deposits.
Places holds on accounts for uncollected funds according to Reg. CC.
Receive loan payments, checks due dates, and assesses late charges when applicable.
Accepts requests for purchase of U.S. Savings Bonds.
Accepts and places stop payment requests, accepts check reorders, and address changes, distributes these to proper personnel for processing.
Always keeps negotiable items secure and maintains a high level of safety for the Bank.
Must be familiar with, and in compliance with, all banking regulations as applicable.
Answer customer questions when necessary, always using the opportunities to cross-sell other bank services.
Processes any of the following:
Incoming mail, courier, ATM, Night Drop and payments
Treasury tax (TT&L) and loan payments
Signature cards
Transfers
Performs miscellaneous duties requested by a supervisor relating to the Bank and its functions.
Provide, present and promote The Citizens Experience to all external and internal customers.
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); and a minimum of six months experience as a service representative in a financial institution; or six months experience with cash handling and customer service.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
MATHEMATICAL SKILLS
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The noise level in the work environment is usually moderate.
Pay Rate Range: $20.00 to $23.00 per hour
Auto-ApplyTemp-Desktop Services Specialist II
El Monte, CA jobs
Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
To be considered for this role, candidates should have a minimum of 10 years previous experience in customer service and support with a background in Information Technology support and service or related field. This is a fast-paced environment and requires the candidate to have a friendly demeanor, excellent communication skills, and the ability to work in a team environment at close quarters and make correct decisions based on the information on hand. Candidate needs to be a self-starter, actively looking to support their assigned location, without day-to-day direction from management.
East West Bank is looking for a Desktop Services Support Tech II. This person will report to the FVP, Desktop Services Manager. The Desktop Services Support Technician will support their assigned location in troubleshooting associates' devices, finding solutions, guiding, and training associates. They will support the call-center staff on an as-needed basis, and work with other IT Operations teams, such as Telecom, Networking and the Network Operations Center. Prospective candidates should be able to manage and work with multiple vendors. Attention to detail, organization skills, stellar customer service and a positive attitude are all required for this
position.
Responsibilities
7x24 support for executives, possibly by phone after hours;
Quick response time during and after business hours
Equipment support including desktop, laptops, printers, scanners and mobile devices
Administration of video conferencing equipment, infrastructure, and management system
Meeting and Conference Room Support - Setup and test all required equipment before
meeting or conferences (available laptop/desktops, LCD, projector, etc)
Coordinate with external vendors for augmentation of audio/video services for large or
unique events
Windows OS support, 3rd party packaged software (MS Office, Edge, Adobe Acrobat, etc.)
and banking specific applications
Knowledge and familiarity with computer security, malware and threat
detection/awareness/removal related to supporting end user devices.
Imaging, replacing, and troubleshooting desktops and laptops
Ability to travel locally to various offices/branches
Strong skills associated with explaining technical problems, understanding cause and
effect, and root cause relationships for complex IT issues
Team player who can work well with and complement other IT staff when identifying,
troubleshooting, and resolving any and all types of issues (executive support, network,
database, email, cell phones, facilities, etc)
Qualifications
Must pass background check
Must have valid CA driver's license
Must be allowed to work in the United States
10 years' experience in a desktop support environment
Compensation The base pay range for this position is USD $30.00/Hr. - USD $36.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Auto-ApplyService Representative I
Service representative job at Citizens Business Bank
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
Provides prompt, efficient, and friendly service. Responsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercial loan payments; money order and check sales; traveler's checks processing; and foreign currency exchange. Refers cross-sales customers to appropriate salesperson. May also be responsible for handling merchant customers and cash shipments and deposits in addition to processing federal tax deposits for FICA wages. Follows established bank policies and procedures for this position and follows the supervisor's direction.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Answers all incoming telephone calls and assists or directs callers.
Takes messages.
Greets Customers in person or on the telephone.
Light filing.
Inputs check orders.
Input straight deposits, payments (no cash).
Process address changes.
Call customers to verify checks, to assist in processing various reports
Contact customers on return items
Receives commercial and individual checking deposits, verifies endorsement, and issues receipts
Receives savings deposits.
Places holds on accounts for uncollected funds according to Reg. CC.
Receive loan payments, checks due dates, and assesses late charges when applicable.
Accepts requests for purchase of U.S. Savings Bonds.
Accepts and places stop payment requests, accepts check reorders, and address changes, distributes these to proper personnel for processing.
Always keeps negotiable items secure and maintains a high level of safety for the Bank.
Must be familiar with, and in compliance with, all banking regulations as applicable.
Answer customer questions when necessary, always using the opportunities to cross-sell other bank services.
Processes any of the following:
Incoming mail, courier, ATM, Night Drop and payments
Treasury tax (TT&L) and loan payments
Signature cards
Transfers
Performs miscellaneous duties requested by a supervisor relating to the Bank and its functions.
Provide, present and promote The Citizens Experience to all external and internal customers.
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); and a minimum of six months experience as a service representative in a financial institution; or six months experience with cash handling and customer service.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
MATHEMATICAL SKILLS
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The noise level in the work environment is usually moderate.
Pay Rate Range: $20.00 to $23.00 per hour
Auto-ApplyService Representative II
Service representative job at Citizens Business Bank
Salary Range: $33,072.00 To $42,994.00
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
Provides prompt, efficient, and friendly service. Responsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercial loan payments; money order and check sales; traveler's checks processing; and foreign currency exchange. Refers cross-sales customers to appropriate salesperson. May also be responsible for handling merchant customers and cash shipments and deposits in addition to processing federal tax deposits for FICA wages. Follows established bank policies and procedures for this position and follows the supervisor's direction.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Answers all incoming telephone calls and assists or directs callers.
Takes messages.
Greets Customers in person or on the telephone.
Light filing.
Inputs check orders.
Input straight deposits, payments (no cash).
Process address changes.
Call customers to verify checks, to assist in processing various reports
Contact customers on return items
Receives commercial and individual checking deposits, verifies endorsement, and issues receipts
Receives savings deposits.
Places holds on accounts for uncollected funds according to Reg. CC.
Receive loan payments, checks due dates, and assesses late charges when applicable.
Accepts requests for purchase of U.S. Savings Bonds.
Accepts and places stop payment requests, accepts check reorders, and address changes, distributes these to proper personnel for processing.
Always keeps negotiable items secure and maintains a high level of safety for the Bank.
Must be familiar with, and in compliance with, all banking regulations as applicable.
Answer customer questions when necessary, always using the opportunities to cross-sell other bank services.
Processes any of the following:
Incoming mail, courier, ATM, Night Drop and payments
Treasury tax (TT&L) and loan payments
Signature cards
Transfers
Performs miscellaneous duties requested by a supervisor relating to the Bank and its functions.
Provide, present and promote The Citizens Experience to all external and internal customers.
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); and a minimum of six months experience as a service representative in a financial institution; or six months experience with cash handling and customer service.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
MATHEMATICAL SKILLS
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The noise level in the work environment is usually moderate.
Salary Range: $33,072.00 To $42,994.00
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
Auto-ApplyService Representative II
Service representative job at Citizens Business Bank
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
Provides prompt, efficient, and friendly service. Responsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercial loan payments; money order and check sales; traveler's checks processing; and foreign currency exchange. Refers cross-sales customers to appropriate salesperson. May also be responsible for handling merchant customers and cash shipments and deposits in addition to processing federal tax deposits for FICA wages. Follows established bank policies and procedures for this position and follows the supervisor's direction.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Answers all incoming telephone calls and assists or directs callers.
Takes messages.
Greets Customers in person or on the telephone.
Light filing.
Inputs check orders.
Input straight deposits, payments (no cash).
Process address changes.
Call customers to verify checks, to assist in processing various reports
Contact customers on return items
Receives commercial and individual checking deposits, verifies endorsement, and issues receipts
Receives savings deposits.
Places holds on accounts for uncollected funds according to Reg. CC.
Receive loan payments, checks due dates, and assesses late charges when applicable.
Accepts requests for purchase of U.S. Savings Bonds.
Accepts and places stop payment requests, accepts check reorders, and address changes, distributes these to proper personnel for processing.
Always keeps negotiable items secure and maintains a high level of safety for the Bank.
Must be familiar with, and in compliance with, all banking regulations as applicable.
Answer customer questions when necessary, always using the opportunities to cross-sell other bank services.
Processes any of the following:
Incoming mail, courier, ATM, Night Drop and payments
Treasury tax (TT&L) and loan payments
Signature cards
Transfers
Performs miscellaneous duties requested by a supervisor relating to the Bank and its functions.
Provide, present and promote The Citizens Experience to all external and internal customers.
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); and a minimum of six months experience as a service representative in a financial institution; or six months experience with cash handling and customer service.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
MATHEMATICAL SKILLS
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The noise level in the work environment is usually moderate.
Salary Range:$20.00 To 23.00 Hourly
28 hours per week.
Auto-ApplyService Representative II
Service representative job at Citizens Business Bank
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
Provides prompt, efficient, and friendly service. Responsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercial loan payments; money order and check sales; traveler's checks processing; and foreign currency exchange. Refers cross-sales customers to appropriate salesperson. May also be responsible for handling merchant customers and cash shipments and deposits in addition to processing federal tax deposits for FICA wages. Follows established bank policies and procedures for this position and follows the supervisor's direction.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Answers all incoming telephone calls and assists or directs callers.
Takes messages.
Greets Customers in person or on the telephone.
Light filing.
Inputs check orders.
Input straight deposits, payments (no cash).
Process address changes.
Call customers to verify checks, to assist in processing various reports
Contact customers on return items
Receives commercial and individual checking deposits, verifies endorsement, and issues receipts
Receives savings deposits.
Places holds on accounts for uncollected funds according to Reg. CC.
Receive loan payments, checks due dates, and assesses late charges when applicable.
Accepts requests for purchase of U.S. Savings Bonds.
Accepts and places stop payment requests, accepts check reorders, and address changes, distributes these to proper personnel for processing.
Always keeps negotiable items secure and maintains a high level of safety for the Bank.
Must be familiar with, and in compliance with, all banking regulations as applicable.
Answer customer questions when necessary, always using the opportunities to cross-sell other bank services.
Processes any of the following:
Incoming mail, courier, ATM, Night Drop and payments
Treasury tax (TT&L) and loan payments
Signature cards
Transfers
Performs miscellaneous duties requested by a supervisor relating to the Bank and its functions.
Provide, present and promote The Citizens Experience to all external and internal customers.
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); and a minimum of six months experience as a service representative in a financial institution; or six months experience with cash handling and customer service.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
MATHEMATICAL SKILLS
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The noise level in the work environment is usually moderate.
Salary Range:$20.00 To 23.00 Hourly
28 hours per week.
Auto-ApplyMerchant Service Representative III
Service representative job at Citizens Business Bank
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
Fills orders for currency and coins, and counts and records cash deposits in vault of commercial bank by performing the following duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Counts currency, coins, and checks received for deposit in vault.
Totals currency and checks to verify amount on deposit slip or other form.
Records deposit in customer account record.
Removes specified amount of currency and coins from vault and places cash in bag for shipment to business or branch bank.
Records amount of cash shipped.
Counts and records large denomination bills, mutilated currency, and food stamps for shipment to Federal Reserve Bank.
Performs data entry and maintenance of analyzed accounts.
Provide, present and promote The Citizens Experience to all external and internal customers.
Other duties as assigned.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); or minimum of one year experience as a service representative in a financial institution.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate 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 associate is regularly required to stand; use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone.; reach with hands and arms; talk and hear. The associate frequently is required to stoop, kneel, crouch, or crawl. The associate is occasionally required to walk, sit, and climb or balance. The associate must regularly lift and/or move up to 50 pounds and frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Salary Range:$20.00 To 22.12 Hourly
36 hours per week.
Auto-ApplyClient Relationship Consultant 1(Banker) - Platt Avenue Vons - West Hills, CA (20hrs) (
Hillsborough, CA jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications:
- High school diploma or equivalent
- Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience:
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Basic knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer's true needs while leveraging a digital first mindset
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry preferred
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.60
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyClient Relationship Consultant (Banker - multiple levels) - West Los Angeles, CA
Santa Monica, CA jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
This role has multiple levels, open to candidates with [3 years to 5 years minimum experience in customer service and sales]. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted.
Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.
We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. Apply today and explore what's possible with a career at U.S. Bank.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Client Relationship Consultant 2
Basic Qualifications
* High school diploma or equivalent
* Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Thorough knowledge of applicable bank and branch policies, procedures and support systems
* Proven customer service and interpersonal skills
* - Experience with using and demonstrating digital products and self-service technologies
* Ability to explore and identify a customer's true needs while leveraging a digital first mindset
* Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
* Experience in the financial services industry preferred
Client Relationship Consultant 3
Basic Qualifications
* High school diploma or equivalent
* Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Thorough knowledge of applicable bank and branch policies, procedures and support systems
* Thorough knowledge of all retail products and services
* Proven customer service and interpersonal skills
* Experience in participating in sales campaigns/promotions
* Experience with using and demonstrating digital products and self-service technologies
* Ability to explore and identify a customer's true needs while leveraging a digital first mindset
* Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
* Experience in the financial services industry preferred
Client Relationship Consultant 4
Basic Qualifications
* High school diploma or equivalent
* Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Advanced knowledge of applicable bank and branch policies, procedures and support systems
* Thorough knowledge of all retail products and services
* Proven customer service and interpersonal skills
* Experience in participating in sales campaigns/promotions
* Experience with using and demonstrating digital products and self-service technologies
* Ability to explore and identify a customer's true needs while leveraging a digital first mindset
* Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
* Experience in the financial services industry preferred
* Experience in the financial services industry preferred
* Previous supervisory experience preferred
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $25.77
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Asset Resolution Specialist
Rowland Heights, CA jobs
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview
Asset Resolution Specialist is responsible for the collection of overdue payments for Single Family Loans, Home Equity Lines of Credit and Credit Cards while minimizing collection costs and loan losses on assigned accounts. This role conducts timely and effective collection follow-up in varying stages, and on accounts where a potential for risk to the Bank is evident. This position is open for additional responsibility which could include monitoring Bankruptcies, initiating Notice of Defaults and processing Foreclosures. The specialist must follow and ensure compliance with all regulatory compliance requirements and provide statistical reporting.
Responsibilities
Make collection calls on delinquent SFR mortgage, home equity lines of credit (HELOC) and credit cards obtaining reason for delinquency.
Verify customer contact information and accurately document conversation into the collections servicing systems.
Assist customers in setting payment arrangements while adhering to the Fair Debt Collections Practice Act (FDCPA) and internal policies and procedures.
Ensure compliance with state, federal regulations, and investor guidelines.
Monitor Bankruptcy (BK) filings on an as needed basis to support the Bankruptcy and Foreclosure Specialists.
Handle the foreclosure process for mortgage, HELOC and investor delinquent mortgage loans, including Notice of Intent, Notice of Default, foreclosure bid, etc. as needed.
Interact with inside and outside attorneys when legal issues arise on foreclosures, bankruptcy or pending litigation and settlement agreements if needed.
May perform other duties as assigned
Qualifications
Bachelor's Degree or equivalent education and work experience required.
2-3 + years of mortgage or other default experience with background in loss mitigations solutions, bankruptcy, and foreclosure.
Requires an in-depth knowledge of Fair Debt Collection Practices Act (FDCPA) as well as Fair Lending and Fair Housing Acts
Knowledge of Fannie Mae investor guidelines for servicing past due loans
Strong analytical and problem-solving skills.
Excellent verbal, written and interpersonal communication skills.
Prefer Experience in Black Knight (MSP) and FIS systems preferred.
Professional working proficiency in Mandarin is a plus.
Proficient with Microsoft suite of office products, including Word, Excel, PowerPoint & Vision
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation The base pay range for this position is USD $20.00/Hr. - USD $28.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Auto-ApplySales Rep Associate
California jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job DescriptionDevelops profitable new business account relationships and increased profitability from existing accounts. Identifies business opportunities based on knowledge of clients, markets, products, and services. Makes sales presentations to existing and prospective clients informing them of benefits of using the organization's products and services to meet their needs. Implements and maintains an effective referral network and call program to promote sales.Basic Qualifications
Bachelor's degree, or equivalent work experience
Two to three years of relevant sales experience
Ability to travel
Preferred Skills/Experience
Basic knowledge of product marketing, client service issues and organization operations
Strong marketing, business development/sales and negotiating skills
Ability to creatively resolve client concerns and issues
Basic problem-solving and decision-making skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Strong interpersonal, verbal and written communication skills
Bilingual in Spanish preferred
Location:
This position supports the San Diego/Orange County market. Qualified candidates must be located in market.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $68,850.00 - $81,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-Apply