PART-TIME TELLER
Teller job at DeMotte State Bank
Customer Service skills required.
Attention to detail a must.
Responsible individual.
Please review attached job description for more detailed information.
Bank Teller
Columbus, IN jobs
Founded in 1904, Union Savings Bank has proudly served our local communities by promoting responsible homeownership through prudent lending practices. Headquartered in Cincinnati, Ohio, we now operate 40 full-service branches and lending offices across Ohio, Indiana, Kentucky, and Pennsylvania.
We are committed to community, integrity, and personalized service-and we're looking for team members who share those values.
Position Summary
We are seeking a Full-Time Bank Teller who will be the face of Union Savings Bank at the branch level. This role is essential in delivering outstanding service to our customers by assisting with daily financial transactions and supporting branch operations.
Key Responsibilities
Process customer transactions including deposits, withdrawals, and payments
Issue cashier's checks, money orders, and initiate wire transfers
Balance cash drawer daily and ensure accuracy of transactions
Open new personal or business accounts
Assist with certificate of deposit (CD) renewals and rate negotiations
Provide courteous, prompt, and professional service
Follow all bank procedures, regulations, and compliance guidelines
Qualifications & Experience
High school diploma or equivalent
Prior experience in a customer-facing role (e.g., retail, food service, banking)
Basic computer proficiency and experience using office equipment (phones, copiers, fax machines)
Key Competencies
Strong attention to detail and accuracy
Excellent verbal and written communication skills
Ability to multitask and problem solve in a fast-paced environment
Self-motivated and reliable
Works well independently and in a team setting
Compensation:
Benefits package includes 401(k) match, medical/dental/vision
Potential for bonuses
Accrued paid time off
Growth opportunity
Additional Information
This job description outlines the general nature and level of work performed and is not intended to be an exhaustive list of duties. Responsibilities may evolve based on the needs of the bank.
Union Savings Bank is proud to be an Equal Employment Opportunity and Affirmative Action Employer. We welcome applicants of all backgrounds and make employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Part Time Teller
Warsaw, IN jobs
Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest Tellers provide an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business.
ESSENTIAL FUNCTIONS:
Achieve financial wellness activity goals, such as identifying referral opportunities and contributing to the overall office's overall sales performance goals
Assist customers and visitors with questions, problem resolution, and other needs. Proactively engage with customers to understand needs and inform them of product/service features and benefits. Refer customers to appropriate team member for complex requests or products/services.
Actively engage with and greet customers and take ownership to resolve any customer issues or concerns
Balance teller drawer daily and participate/assist in office meetings/huddles, operations meetings, and dual control balancing of vault, ATM, and any other device, as needed
Deliver on our North(west) star experience and champion our customer's financial wellness through delivery of exceptional customer experience - both in person, over the phone, and through email communications.
Exceptional delivery of our 5 Culture Promises
Complete educational training as assigned and self-educate using bank designed programs and applications
Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
Knowledge and adherence to all security and dual control processes
Responsible to participate in branch opening and closing tasks as needed
Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed
Work evening hours and weekends as scheduled, assigned, or necessary
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
KNOWLEDGE, SKILLS, & ABILITIES:
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Knowledge of computers and the Teller System
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:
High School Diploma or equivalent preferred
Work Experience:
Customer service experience preferred
Cash handling experience preferred
Banking and/or retail experience preferred
All applicants will be screened; however, only those most closely matching the qualifications of the job posting will be contacted. You can check the status of your application by logging back into your account. We appreciate your interest in our position!
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyPart Time Teller
South Bend, IN jobs
Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest Tellers provide an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business.
ESSENTIAL FUNCTIONS:
Achieve financial wellness activity goals, such as identifying referral opportunities and contributing to the overall office's overall sales performance goals
Assist customers and visitors with questions, problem resolution, and other needs. Proactively engage with customers to understand needs and inform them of product/service features and benefits. Refer customers to appropriate team member for complex requests or products/services.
Actively engage with and greet customers and take ownership to resolve any customer issues or concerns
Balance teller drawer daily and participate/assist in office meetings/huddles, operations meetings, and dual control balancing of vault, ATM, and any other device, as needed
Deliver on our North(west) star experience and champion our customer's financial wellness through delivery of exceptional customer experience - both in person, over the phone, and through email communications.
Exceptional delivery of our 5 Culture Promises
Complete educational training as assigned and self-educate using bank designed programs and applications
Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
Knowledge and adherence to all security and dual control processes
Responsible to participate in branch opening and closing tasks as needed
Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed
Work evening hours and weekends as scheduled, assigned, or necessary
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
KNOWLEDGE, SKILLS, & ABILITIES:
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Knowledge of computers and the Teller System
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:
High School Diploma or equivalent preferred
Work Experience:
Customer service experience preferred
Cash handling experience preferred
Banking and/or retail experience preferred
All applicants will be screened; however, only those most closely matching the qualifications of the job posting will be contacted. You can check the status of your application by logging back into your account. We appreciate your interest in our position!
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-Apply
Role: Performs transactional duties to serve members by accurately receiving or paying out funds. Maintains accurate transactional records, providing basic cash receipt and payment services per credit union policies and procedures.
Essential Functions & Responsibilities:
• Receives and processes member financial transactions, including deposits, withdrawals, wire, and loan payments; sells money orders and cashier's checks to members; makes transfers from member accounts as directed.
• Balances cash drawer and daily transactions.
• Reviews member documents and processes to ensure compliance with federal regulations, organizational policies, and procedures.
• Responsible for providing a quality member service experience. Provides routine information concerning services; directs members to appropriate departments for specific information and services.
• Verifies and posts transactions to member accounts and maintains member and credit union records.
• Identifies opportunities to cross-sell products or services to members.
• Performs various miscellaneous tasks, including filing, copying, data input, and answering the phone.
• Opens and closes the Member Center.
• Performs other job-related duties as assigned.
Knowledge & Skills: .
Experience: One month to twelve months of similar or related experience.
Education: A high school education or GED is required.
Interpersonal Skills: Effective communication with contacts inside and outside the organization is essential. Fostering relationships with other entities (companies and individuals) is necessary and often requires the ability to influence and sell ideas or services to members or others. The role requires a significant level of emotional intelligence. Other Skills: General office equipment such as calculators, computers, photocopiers, and scanners. Includes the ability to operate check scanning software, coin counting, and cash counting machines. Maintains confidentiality related to credit union operations and work-related information.
Physical Requirements: Frequently stands or sits in a stationary position.
This Job Description is not a complete statement of all the position's duties and responsibilities
Auto-ApplyUniversal Teller
Indianapolis, IN jobs
We refer to our Universal Tellers as Universal Member Support Specialists (UMSS). This is an exciting opportunity to join our friendly branch sales team; but first, here is a little bit about Elements Financial:
WE MAKE MONDAYS MORE ENJOYABLE.
There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - *********************************************
Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.
Now let's get into this exciting role!
Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to
Empower Members to Achieve Financial Success
.
The Universal Member Support Specialist is a resource and point-person for our valued members. They collaborate with both the sales team and the operations team to provide an excellent member experience. The UMSS provides trusted advice as they actively promote and sell our products and services.
You will learn how to be the expert to best serve our members:
Maintain in depth knowledge of all Elements Financial products and services.
Process daily maintenance and service requests to support Financial Solutions Experts.
Promote technology usage through all channels. This may include customer service emails and live chat.
You will make a difference as you live out our purpose:
Participate in table events and branch activities. Recognize and refer opportunities to business partners including Wealth Management and Mortgage leads. Achieve assigned monthly sales goals.
Support branch staffing needs by working at other branch locations/departments as needed.
You will help grow the business:
Actively promote and sell all Elements products and services while providing exceptional service.
Open new memberships and accounts and service existing members.
Proactively complete outbound sales and service calls for member follow up and acquisition of new business.
You will continue to grow professionally:
Continue to develop knowledge of industry practices, products and professional growth.
Participate in appropriate learning opportunities to maintain expertise.
Minimum Requirements:
High school diploma or equivalent.
Ability to evaluate the financial situation of each member to enhance their financial position.
Proven track record exceptional member service.
Ability to handle multiple tasks simultaneously.
Minimum 2 years financial institution or customer service experience.
Demonstrate a proficient use of technology tools and possess knowledge of system navigation skills.
Strong organizational skills and the ability to follow-up as necessary.
Strong collaboration and communication skills.
Ability to leverage skills, knowledge, and experience to invest in the community.
Ability to foster an inclusive environment that promotes belonging.
A focus on respect and excellent service to both external and internal (team) members.
A proven track record of integrity with a demonstrated ability to build trust.
Additional sales incentive compensation is earned in this role.
Auto-ApplyUniversal Teller
Indianapolis, IN jobs
Job Description
We refer to our Universal Tellers as Universal Member Support Specialists (UMSS). This is an exciting opportunity to join our friendly branch sales team; but first, here is a little bit about Elements Financial:
WE MAKE MONDAYS MORE ENJOYABLE.
There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - *********************************************
Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.
Now let's get into this exciting role!
Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to
Empower Members to Achieve Financial Success
.
The Universal Member Support Specialist is a resource and point-person for our valued members. They collaborate with both the sales team and the operations team to provide an excellent member experience. The UMSS provides trusted advice as they actively promote and sell our products and services.
You will learn how to be the expert to best serve our members:
Maintain in depth knowledge of all Elements Financial products and services.
Process daily maintenance and service requests to support Financial Solutions Experts.
Promote technology usage through all channels. This may include customer service emails and live chat.
You will make a difference as you live out our purpose:
Participate in table events and branch activities. Recognize and refer opportunities to business partners including Wealth Management and Mortgage leads. Achieve assigned monthly sales goals.
Support branch staffing needs by working at other branch locations/departments as needed.
You will help grow the business:
Actively promote and sell all Elements products and services while providing exceptional service.
Open new memberships and accounts and service existing members.
Proactively complete outbound sales and service calls for member follow up and acquisition of new business.
You will continue to grow professionally:
Continue to develop knowledge of industry practices, products and professional growth.
Participate in appropriate learning opportunities to maintain expertise.
Minimum Requirements:
High school diploma or equivalent.
Ability to evaluate the financial situation of each member to enhance their financial position.
Proven track record exceptional member service.
Ability to handle multiple tasks simultaneously.
Minimum 2 years financial institution or customer service experience.
Demonstrate a proficient use of technology tools and possess knowledge of system navigation skills.
Strong organizational skills and the ability to follow-up as necessary.
Strong collaboration and communication skills.
Ability to leverage skills, knowledge, and experience to invest in the community.
Ability to foster an inclusive environment that promotes belonging.
A focus on respect and excellent service to both external and internal (team) members.
A proven track record of integrity with a demonstrated ability to build trust.
Additional sales incentive compensation is earned in this role.
Teller
Plainfield, IN jobs
SCOPE: are to help service customers with the paying and receiving functions of the bank including answering customer questions and addressing their concerns to deepen customer relationships and attract additional customers.
AREA OF RESPONSIBILITY:
Transaction Processing
Records customer transactions and issues receipts
Balances daily transactions and reports discrepancies to the Head Teller
Processes checks and cash, following the specified procedures
Orders money supply for the bank, and counts incoming cash
Places holds on accounts, processes change orders and accepts loan payments
Regulates automated teller machines and night depository
Balances cash drawer at the end of the shift, reporting any discrepancies to the Head
Teller
Customer Service
Promotes and informs customers of the bank's products and services
Answers customer questions
COMPETENCIES:
Communicating
Communicates in a straightforward and assertive fashion
Updates relevant people with timely information
Listens carefully to what others are saying
Respects and considers all opinions, even counter-opinions
Demonstrating Integrity
Assumes responsibility for mistakes and failures
Demonstrates consistency between what is said and what is done
Behaves according to sound ethical and legal standards
Working with Others
Is respectful of others
Balances individual goals with team goals
Builds and maintains productive relationships with people throughout the organization
Adapting to Change
Maintains composure in frustrating situations
Demonstrations flexibility in working with others
Adapts to help others adapt to change
Client Service
Effectively responds to customer needs
Answers customer questions and fully addresses their concerns
Quickly and practically solves customer's problems
Demonstrates appropriate discretion; keeps confidential information private
Representing the Bank
Demonstrates good interpersonal communication and presentation skills
Manages difficult customer situations and treats others with respect
Maintains a neat and professional appearance
Professional Excellence
Demonstrates a consistently high level of professional judgment
Provides customers with accurate and reliable financial information
Demonstrates strong customer service and communication skills
Maintains independent and objectivity in carrying out job responsibilities
JOB KNOWLEDGE:
General business and financial knowledge
Teller job knowledge
Knowledge of department-related financial services regulations and compliance
Knowledge of fraud: prevention and detection
Knowledge of the company's products, services and policies
COMPLIANCE
All positions within Home Bank SB must comply with all state and federal laws and regulations
as per the Bank's compliance policies and procedures.
SUPERVISORY RESPONSIBILITIES
This position does not require supervisory responsibilities.
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office
equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The
employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach
with hands and arms.
POSITION TYPE
This is a full-time position. Days and hours of work are Monday through Friday, 8:30am to
5pm. This position regularly requires long hours and frequent weekend work.
TRAVEL
Travel is primarily local during the business day, although some out-of-the-area and overnight
travel may be expected.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of
activities, duties, or responsibilities that are required of the employee for this job. Duties,
responsibilities, and activities may change at any time with or without notice.
EDUCATION AND OTHER REQUIREMENTS:
Prefer a high school degree or equivalent.
1-2 years experience in a related position preferred.
This job requires skills needed in a typical office environment. This includes computer
skills, communication skills, as well as utilization of office equipment.
Must have the dexterity to count money.
Must be able to lift at least 30 lbs.
Must be able to sit or stand for an extended period of time.
Teller
Plainfield, IN jobs
SCOPE: are to help service customers with the paying and receiving functions of the bank including answering customer questions and addressing their concerns to deepen customer relationships and attract additional customers.
AREA OF RESPONSIBILITY:
Transaction Processing
Records customer transactions and issues receipts
Balances daily transactions and reports discrepancies to the Head Teller
Processes checks and cash, following the specified procedures
Orders money supply for the bank, and counts incoming cash
Places holds on accounts, processes change orders and accepts loan payments
Regulates automated teller machines and night depository
Balances cash drawer at the end of the shift, reporting any discrepancies to the Head
Teller
Customer Service
Promotes and informs customers of the bank's products and services
Answers customer questions
COMPETENCIES:
Communicating
Communicates in a straightforward and assertive fashion
Updates relevant people with timely information
Listens carefully to what others are saying
Respects and considers all opinions, even counter-opinions
Demonstrating Integrity
Assumes responsibility for mistakes and failures
Demonstrates consistency between what is said and what is done
Behaves according to sound ethical and legal standards
Working with Others
Is respectful of others
Balances individual goals with team goals
Builds and maintains productive relationships with people throughout the organization
Adapting to Change
Maintains composure in frustrating situations
Demonstrations flexibility in working with others
Adapts to help others adapt to change
Client Service
Effectively responds to customer needs
Answers customer questions and fully addresses their concerns
Quickly and practically solves customer's problems
Demonstrates appropriate discretion; keeps confidential information private
Representing the Bank
Demonstrates good interpersonal communication and presentation skills
Manages difficult customer situations and treats others with respect
Maintains a neat and professional appearance
Professional Excellence
Demonstrates a consistently high level of professional judgment
Provides customers with accurate and reliable financial information
Demonstrates strong customer service and communication skills
Maintains independent and objectivity in carrying out job responsibilities
JOB KNOWLEDGE:
General business and financial knowledge
Teller job knowledge
Knowledge of department-related financial services regulations and compliance
Knowledge of fraud: prevention and detection
Knowledge of the company's products, services and policies
COMPLIANCE
All positions within Home Bank SB must comply with all state and federal laws and regulations
as per the Bank's compliance policies and procedures.
SUPERVISORY RESPONSIBILITIES
This position does not require supervisory responsibilities.
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office
equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The
employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach
with hands and arms.
POSITION TYPE
This is a full-time position. Days and hours of work are Monday through Friday, 8:30am to
5pm. This position regularly requires long hours and frequent weekend work.
TRAVEL
Travel is primarily local during the business day, although some out-of-the-area and overnight
travel may be expected.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of
activities, duties, or responsibilities that are required of the employee for this job. Duties,
responsibilities, and activities may change at any time with or without notice.
EDUCATION AND OTHER REQUIREMENTS:
Prefer a high school degree or equivalent.
1-2 years experience in a related position preferred.
This job requires skills needed in a typical office environment. This includes computer
skills, communication skills, as well as utilization of office equipment.
Must have the dexterity to count money.
Must be able to lift at least 30 lbs.
Must be able to sit or stand for an extended period of time.
At F&M, our bank tellers do more than handle money; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a qualified bank teller to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community and the country.
OBJECTIVES OF THIS ROLE:
* Serve customers by managing documents, information, and financial transactions successfully and in an organized, efficient, and secure manner
* Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities
* Meet and exceed bank service standards, greeting and acknowledging each customer warmly, and making them feel welcome while complying with bank procedures and security protocols
* Work as a team with other tellers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special request as needed
* Help our customers and employees realize their best lives
RESPONSIBILITIES:
* Handle account transactions for customers, including check cashing, deposits, withdrawals, transfers, loan payments, cashier's checks, and opening and closing accounts
* Identify customer needs, provide information on new products and services, and direct customers to branch representatives if interested
* Reconcile cash drawers at the end of your shift, count and package coins and currency, turn in any excess or damaged currency to head teller
* Track, record, report, and store transactional information and special requests
* Provide a high level of customer service, providing answers and assistance with a smile
* Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position.
Requirements
QUALIFICATIONS:
* High school diploma or equivalent; or one to three months related experience and/or training; or equivalent combination of education and experience.
* Basic math and computer skills
* Cash-handling experience
* Excellent communication, customer service, and time-management skills
* Ability to pass a background check
* Strong dedication to accuracy and efficiency
ADDITIONAL REQUIREMENTS: Certificates and Licenses
* Valid Driver's License
* Notary Public Commission
This position is scheduled to work Monday - Saturday, generally with a day off and / or occasional extended hours as needed to accommodate the flow of business.
Non-Exempt/Hourly Competencies:
* Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current.
* Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.
Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times.
A Teller provides basic cash receipt and payment services in accordance with financial institution procedures while looking for ways to better service our customers with our products and services. * Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
* Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances.
* Accepts loan payments and ensures the payments match balances due. Enters payments into the computer and issues customer receipts.
* Place holds on accounts for uncollected funds.
* Counts, checks and packages coin and currency as needed.
* Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary.
* Ensures that the teller station is properly stocked with forms, supplies, etc.
* Reports malfunctions of teller terminals and other equipment used at the teller station.
* Is responsible for checking night depository bags and mail deposits, verifying contents and recording proper information on the financial institution's forms.
* Is responsible for comprehensive, prompt and efficient customer transactions.
* Responsible for keeping cash and keys secure and adhering to cash drawer limits.
* Answers customer questions when necessary, always using the opportunities to cross-sell other bank services and refers to the proper person.
* Practice Sales and Service Performance Standards.
* Issues cashier's checks, money orders and credit card advances.
* Responsible for being compliant with all regulations and compliance requirements pertaining to job function.
* Carry out such other duties as may be assigned or requested.
* Complete training as necessary.
* Processes CTR's and SAR's properly and promptly, as needed.
Teller
Terre Haute, IN jobs
Bank Teller Status: Full-Time, Hourly Non-Exempt Why Join First Financial Bank? If you're an energetic and detail-oriented person who enjoys helping clients, working with multiple teams, and handling cash transactions accurately, our Bank Teller role could be a great fit! This position offers the opportunity to develop your banking career while supporting clients and gaining a strong foundation in retail banking. Apply today and take the next step in your financial services career!
What You'll Do
* Build Relationships: Get to know clients, understand their needs, and provide personalized service.
* Deliver Exceptional Service: Accurately process transactions while maintaining a positive and proactive approach.
* Ensure Accuracy: Process cash and check transactions with integrity and precision.
* Drive Growth: Understand client needs and connect them with the right products and resources.
* Educate & Protect: Clearly explain security measures and banking procedures to clients.
* Solve Problems: Handle client concerns with professionalism and find effective solutions.
* Minimize Risk: Identify and prevent fraud while ensuring compliance with banking regulations.
* Collaborate: Be part of a respectful, supportive team that values accountability and innovation.
What We're Looking For
* High school diploma or equivalent.
* Minimum 1 year of customer service experience in a business setting.
* Minimum 1 year of cash-handling experience.
* Teller experience preferred (6+ months).
* Strong customer service skills, including active listening and clear communication.
* Experience recommending and referring financial products.
* Ability to work in a fast-paced, time-sensitive environment with a positive attitude.
* Solid understanding of compliance and fraud detection.
* Basic math and accounting skills.
* Ability to accurately balance a cash drawer.
* Proficiency with computers, data entry, internet applications and multi-line phone systems.
* Ability to commute to the primary work location and occasionally to other work locations within driving distance.
* Ability to work occasional weekends and extended hours.
* Ability to remain in a stationary, standing position for up to 75% of an eight (8) hour workday.
* Ability to review information and details at close range (within a few feet).
What We Offer
* Competitive Pay & Benefits: Medical, dental, vision, and employer-paid life and disability insurance.
* Financial Perks: 401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits.
* Work-Life Balance: Paid time off, including 11 Federal Reserve bank holidays.
* Growth Opportunities: Tuition assistance and professional development programs.
* A Supportive Culture: Integrity, collaboration, innovation, and respect are at the heart of what we do.
Who We Are
First Financial Bank is a dynamic financial institution with over $5.5 billion in assets and a proud history dating back to 1834. With more than 75 banking centers across five states, we are committed to empowering our clients, fostering personal growth, and building community.
Joining First Financial Bank means becoming part of a legacy where your work directly contributes to the stability and growth of the communities we serve. Here, you are more than an employee; you are an essential member of a team dedicated to living out the values of "One First" every day. Be part of a bank that values your contributions and invests in your future!
Ready to Join Us?
Apply now and take the next step in your banking career! We review all applications and will respond promptly.
First Financial Bank is an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, military and/or veteran status, cross-bases issues, or any other Federal or State legally protected classes.
Teller
Terre Haute, IN jobs
Bank Teller Status: Full-Time, Hourly Non-Exempt Why Join First Financial Bank? If you're an energetic and detail-oriented person who enjoys helping clients, working with multiple teams, and handling cash transactions accurately, our Bank Teller role could be a great fit! This position offers the opportunity to develop your banking career while supporting clients and gaining a strong foundation in retail banking. Apply today and take the next step in your financial services career!
What You'll Do
* Build Relationships: Get to know clients, understand their needs, and provide personalized service.
* Deliver Exceptional Service: Accurately process transactions while maintaining a positive and proactive approach.
* Ensure Accuracy: Process cash and check transactions with integrity and precision.
* Drive Growth: Understand client needs and connect them with the right products and resources.
* Educate & Protect: Clearly explain security measures and banking procedures to clients.
* Solve Problems: Handle client concerns with professionalism and find effective solutions.
* Minimize Risk: Identify and prevent fraud while ensuring compliance with banking regulations.
* Collaborate: Be part of a respectful, supportive team that values accountability and innovation.
What We're Looking For
* High school diploma or equivalent.
* Minimum 1 year of customer service experience in a business setting.
* Minimum 1 year of cash-handling experience.
* Teller experience preferred (6+ months).
* Strong customer service skills, including active listening and clear communication.
* Experience recommending and referring financial products.
* Ability to work in a fast-paced, time-sensitive environment with a positive attitude.
* Solid understanding of compliance and fraud detection.
* Basic math and accounting skills.
* Ability to accurately balance a cash drawer.
* Proficiency with computers, data entry, internet applications and multi-line phone systems.
* Ability to commute to the primary work location and occasionally to other work locations within driving distance.
* Ability to work occasional weekends and extended hours.
* Ability to remain in a stationary, standing position for up to 75% of an eight (8) hour workday.
* Ability to review information and details at close range (within a few feet).
What We Offer
* Competitive Pay & Benefits: Medical, dental, vision, and employer-paid life and disability insurance.
* Financial Perks: 401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits.
* Work-Life Balance: Paid time off, including 11 Federal Reserve bank holidays.
* Growth Opportunities: Tuition assistance and professional development programs.
* A Supportive Culture: Integrity, collaboration, innovation, and respect are at the heart of what we do.
Who We Are
First Financial Bank is a dynamic financial institution with over $5.5 billion in assets and a proud history dating back to 1834. With more than 75 banking centers across five states, we are committed to empowering our clients, fostering personal growth, and building community.
Joining First Financial Bank means becoming part of a legacy where your work directly contributes to the stability and growth of the communities we serve. Here, you are more than an employee; you are an essential member of a team dedicated to living out the values of "One First" every day. Be part of a bank that values your contributions and invests in your future!
Ready to Join Us?
Apply now and take the next step in your banking career! We review all applications and will respond promptly.
First Financial Bank is an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, military and/or veteran status, cross-bases issues, or any other Federal or State legally protected classes.
Teller
Terre Haute, IN jobs
Bank Teller Status: Full-Time, Hourly Non-Exempt Why Join First Financial Bank? If you're an energetic and detail-oriented person who enjoys helping clients, working with multiple teams, and handling cash transactions accurately, our Bank Teller role could be a great fit! This position offers the opportunity to develop your banking career while supporting clients and gaining a strong foundation in retail banking. Apply today and take the next step in your financial services career!
What You'll Do
* Build Relationships: Get to know clients, understand their needs, and provide personalized service.
* Deliver Exceptional Service: Accurately process transactions while maintaining a positive and proactive approach.
* Ensure Accuracy: Process cash and check transactions with integrity and precision.
* Drive Growth: Understand client needs and connect them with the right products and resources.
* Educate & Protect: Clearly explain security measures and banking procedures to clients.
* Solve Problems: Handle client concerns with professionalism and find effective solutions.
* Minimize Risk: Identify and prevent fraud while ensuring compliance with banking regulations.
* Collaborate: Be part of a respectful, supportive team that values accountability and innovation.
What We're Looking For
* High school diploma or equivalent.
* Minimum 1 year of customer service experience in a business setting.
* Minimum 1 year of cash-handling experience.
* Teller experience preferred (6+ months).
* Strong customer service skills, including active listening and clear communication.
* Experience recommending and referring financial products.
* Ability to work in a fast-paced, time-sensitive environment with a positive attitude.
* Solid understanding of compliance and fraud detection.
* Basic math and accounting skills.
* Ability to accurately balance a cash drawer.
* Proficiency with computers, data entry, internet applications and multi-line phone systems.
* Ability to commute to the primary work location and occasionally to other work locations within driving distance.
* Ability to work occasional weekends and extended hours.
* Ability to remain in a stationary, standing position for up to 75% of an eight (8) hour workday.
* Ability to review information and details at close range (within a few feet).
What We Offer
* Competitive Pay & Benefits: Medical, dental, vision, and employer-paid life and disability insurance.
* Financial Perks: 401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits.
* Work-Life Balance: Paid time off, including 11 Federal Reserve bank holidays.
* Growth Opportunities: Tuition assistance and professional development programs.
* A Supportive Culture: Integrity, collaboration, innovation, and respect are at the heart of what we do.
Who We Are
First Financial Bank is a dynamic financial institution with over $5.5 billion in assets and a proud history dating back to 1834. With more than 75 banking centers across five states, we are committed to empowering our clients, fostering personal growth, and building community.
Joining First Financial Bank means becoming part of a legacy where your work directly contributes to the stability and growth of the communities we serve. Here, you are more than an employee; you are an essential member of a team dedicated to living out the values of "One First" every day. Be part of a bank that values your contributions and invests in your future!
Ready to Join Us?
Apply now and take the next step in your banking career! We review all applications and will respond promptly.
First Financial Bank is an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, military and/or veteran status, cross-bases issues, or any other Federal or State legally protected classes.
TELLER III
Valparaiso, IN jobs
Job Description
Essential Function: The Teller is responsible for conducting financial transactions in an accurate, timely and professional manner. The role is also responsible for the sales and servicing of all credit union products, while focusing on building trusted relationships with our members by providing solutions that guide them toward financial success.
Primary Responsibilities & Duties:
Maintain a high level of member service in accordance with Tech Credit Union's Core Values, Mission and Vision.
Responsible for processing member transactions in a proficient and accurate manner within security guidelines.
Responsible for maintaining a high level of confidentiality about member account information.
Ability to speak with members in an informative, knowledgeable, and helpful manner about Tech Credit Union products and services.
Handles member's concerns in a professional, courteous, and timely manner.
Responsible for making follow-up member service calls after new accounts are created.
Complies with the credit union's check cashing, cash control and transaction approval limit policies in accordance with Reg CC, SAR, CTR, Check handling, Reg D, BSA, Red Flags, OFAC and other regulatory compliance laws.
Assumes additional responsibilities as necessary for the continued growth and advancement of the Teller and the credit union.
Specific Skills:
Communication, interpersonal and human relation skills needed to interact with the membership in a professional environment.
Listening skills with the ability to measure member requests and needs.
Ability to proactively problem-solve by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and the credit union.
Knowledge of Tech Credit Union's products and services.
Proficient cash handling skills.
Ability to work in a fast-paced environment.
Skilled in Microsoft Office programs
The Teller III should have a thorough knowledge of Class 1 and 2 and after 18 months will be able to perform the additional following tasks:
Account Problems - Demonstrate the Ability to Research
Assist with training of new/existing tellers as required
ATM Stocking and Balancing
Branch Supplies - Order and Stock
Business Correspondence
Certificates of Deposit - Issue and Process
Check for Completion of Duties on the teller line
Keep Manager Informed of Breaks and Lunches
Open and Close the Branch
Responsible for Office Keys
Safe Deposit Box Billing and Maintenance
Safe Deposit Boxes - Open and Close
Vault Responsibilities
Other Duties as Assigned by Manager
Minimum Requirements:
High School Diploma, GED or equivalent certification
Basic Keyboarding Skills
One year of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field.
Training Manuals:
Satisfactory Completion (score at least 85 or above) of Level I & Level II
Service Expectations:
Must meet the goals set by the Board of Directors and the Management Staff of Tech Credit Union
Physical Demands:
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation 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 sit and have the mobility to alternate between sitting, standing and walking. The employee is frequently required to use hands to handle or feel objects, tools, or controls, stand, walk and talk or hear. There is occasional bending, squatting, climbing or kneeling and reaching above the head. The employee must occasionally move, lift or stack up to 30 lbs. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Security:
Every employee at Tech Credit Union plays a role in protecting information and the systems that they use. All employees are to follow the policies and procedures set forth in the Employee Handbook regarding Confidential Records and Member Information, Computer Usage (including but not limited to Email, internet, social media policies), and General Compliance. The expectation is that all employees will comply with work rules and general safety, as well as all federal, state and local laws and regulations.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job classification.
Teller - Gas City - Part-Time
Gas City, IN jobs
Via Credit Union is seeking a Teller for the Gas City Branch. The Teller reports to the Head Teller and is responsible to greet members, process transactions, assess members' needs, and education and enlighten members as to how Via Credit Union can meet their needs. Scheduled hours for this position are Tuesday 8:15 - 4:30, Friday 8:15 - 5:00, and Saturday 8:15 - noon, unless otherwise specified.
Candidate Tip: Add "apps.bamboohr.com" to your email contact list so you make sure to receive emails regarding your application.
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Employment Requirements: As a financial institution, Via Credit Union requires its employees to successfully pass a comprehensive background check and be in good financial standing as a condition of employment and to remain in such standing. “Good financial standing” means that the employee is current on all payments due to Via Credit Union or any other creditors and is in compliance with all applicable laws relating to financial crimes.
Essential Functions:
Process various types of transactions
Manage the cash drawer and balance daily
Responsible for processing transactions for miscellaneous items sold by ViaCU
Assist members with the balancing of their accounts
Learn members' names; be prepared to ask for identification when necessary
Scrutinize ID's and items presented for deposit or cash in order to determine legitimacy
Count bulk coin deposits
Assist members in accessing safe deposit boxes
Set up term deposits
Advise members of overdue accounts or other matters that are in need of attention
Process items received through night drop or mail
Be alert for messages on the system regarding members and their accounts
Scan checks
Perform file maintenance as necessary
Continually listen to and assess members' needs
Educate and enlighten members as to how Via Credit Union can meet their needs
Verify/collect information for check orders
Responsible for monitoring fraudulent or suspicious behavior
Must ensure all transactions are conducted in compliance with the rules and regulations, which govern our business, particularly the Bank Secrecy Act/Anti-Money Laundering
Assist peers and other departments as needed
Skills & Abilities:
Education: High School Diploma or equivalent
Experience: Prior teller and/or cash handling experience preferred
Computer Skills: Basic computer skills including Word and Excel
Position Expectations:
Demonstrate and consistently model the ViaCU
brand
based on the mission, vision, and values.
Demonstrate honesty and integrity and be seen as credible in the workplace.
Accept responsibility and be accountable for your actions.
Demonstrate ability to take care of the members' needs while following company procedures to resolve the issue.
Demonstrate and model strong interpersonal skills, maintain a positive and respective attitude.
The ability to formulate sound decisions using the available information.
Act as a role model within and outside of the department.
Adhere to company policies and procedures, maintaining confidentiality, and demonstrating the ability to handle sensitive matters.
Excellent organizational skills and initiative to improve processes.
Communicate regularly with department head about issues.
Demonstrate flexible and efficient time management, ability to work independently and prioritize work and complete within given deadlines.
Paid Time Off
PTO (based on hours worked)
Paid Holidays
Community Service Day: Employer paid
Bereavement Pay
Financial & Retirement Planning
Competitive Pay
Annual Performance Reviews
401(k):
Safe Harbor Non-Elective (employer paid)
Elective Deferral: Employee contribution, minimum of 1%
Company Match: Employer contribution, dollar for dollar, up to 3% of annual compensation
Discretionary Profit Sharing
Physical Demands:
N (Not Applicable) Activity is not applicable to this position.
O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs/day)
F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)
C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs/day)
Occasionally: Reach above Shoulder, Squat or Kneel, Bend, Lift/Carry and Push/Pull 11 -100 lbs
Frequently: Walk, Climb, Reach Outward, Bend, Lift/Carry and/or Push/Pull 11-20 lbs
Constantly: Stand, Sit, Reach Outward, Manually Manipulate, Visual Acuity, Talk, Hear/Listen, Lift/Carry 10 lbs or less, Push/Pull 12 lbs or less
Not Applicable: Crawl
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate.
Bank Teller Status: Full-Time, Hourly Non-Exempt Why Join First Financial Bank? If you're an energetic and detail-oriented person who enjoys helping clients, working with multiple teams, and handling cash transactions accurately, our Bank Teller role could be a great fit! This position offers the opportunity to develop your banking career while supporting clients and gaining a strong foundation in retail banking. Apply today and take the next step in your financial services career!
What You'll Do
* Build Relationships: Get to know clients, understand their needs, and provide personalized service.
* Deliver Exceptional Service: Accurately process transactions while maintaining a positive and proactive approach.
* Ensure Accuracy: Process cash and check transactions with integrity and precision.
* Drive Growth: Understand client needs and connect them with the right products and resources.
* Educate & Protect: Clearly explain security measures and banking procedures to clients.
* Solve Problems: Handle client concerns with professionalism and find effective solutions.
* Minimize Risk: Identify and prevent fraud while ensuring compliance with banking regulations.
* Collaborate: Be part of a respectful, supportive team that values accountability and innovation.
What We're Looking For
* High school diploma or equivalent.
* Minimum 1 year of customer service experience in a business setting.
* Minimum 1 year of cash-handling experience.
* Teller experience preferred (6+ months).
* Strong customer service skills, including active listening and clear communication.
* Experience recommending and referring financial products.
* Ability to work in a fast-paced, time-sensitive environment with a positive attitude.
* Solid understanding of compliance and fraud detection.
* Basic math and accounting skills.
* Ability to accurately balance a cash drawer.
* Proficiency with computers, data entry, internet applications and multi-line phone systems.
* Ability to commute to the primary work location and occasionally to other work locations within driving distance.
* Ability to work occasional weekends and extended hours.
* Ability to remain in a stationary, standing position for up to 75% of an eight (8) hour workday.
* Ability to review information and details at close range (within a few feet).
What We Offer
* Competitive Pay & Benefits: Medical, dental, vision, and employer-paid life and disability insurance.
* Financial Perks: 401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits.
* Work-Life Balance: Paid time off, including 11 Federal Reserve bank holidays.
* Growth Opportunities: Tuition assistance and professional development programs.
* A Supportive Culture: Integrity, collaboration, innovation, and respect are at the heart of what we do.
Who We Are
First Financial Bank is a dynamic financial institution with over $5.5 billion in assets and a proud history dating back to 1834. With more than 75 banking centers across five states, we are committed to empowering our clients, fostering personal growth, and building community.
Joining First Financial Bank means becoming part of a legacy where your work directly contributes to the stability and growth of the communities we serve. Here, you are more than an employee; you are an essential member of a team dedicated to living out the values of "One First" every day. Be part of a bank that values your contributions and invests in your future!
Ready to Join Us?
Apply now and take the next step in your banking career! We review all applications and will respond promptly.
First Financial Bank is an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, military and/or veteran status, cross-bases issues, or any other Federal or State legally protected classes.
Teller
Martinsville, IN jobs
SCOPE: are to help service customers with the paying and receiving functions of the bank including answering customer questions and addressing their concerns to deepen customer relationships and attract additional customers.
AREA OF RESPONSIBILITY:
Transaction Processing
Records customer transactions and issues receipts
Balances daily transactions and reports discrepancies to the Head Teller
Processes checks and cash, following the specified procedures
Orders money supply for the bank, and counts incoming cash
Places holds on accounts, processes change orders and accepts loan payments
Regulates automated teller machines and night depository
Balances cash drawer at the end of the shift, reporting any discrepancies to the Head
Teller
Customer Service
Promotes and informs customers of the bank's products and services
Answers customer questions
COMPETENCIES:
Communicating
Communicates in a straightforward and assertive fashion
Updates relevant people with timely information
Listens carefully to what others are saying
Respects and considers all opinions, even counter-opinions
Demonstrating Integrity
Assumes responsibility for mistakes and failures
Demonstrates consistency between what is said and what is done
Behaves according to sound ethical and legal standards
Working with Others
Is respectful of others
Balances individual goals with team goals
Builds and maintains productive relationships with people throughout the organization
Adapting to Change
Maintains composure in frustrating situations
Demonstrations flexibility in working with others
Adapts to help others adapt to change
Client Service
Effectively responds to customer needs
Answers customer questions and fully addresses their concerns
Quickly and practically solves customer's problems
Demonstrates appropriate discretion; keeps confidential information private
Representing the Bank
Demonstrates good interpersonal communication and presentation skills
Manages difficult customer situations and treats others with respect
Maintains a neat and professional appearance
Professional Excellence
Demonstrates a consistently high level of professional judgment
Provides customers with accurate and reliable financial information
Demonstrates strong customer service and communication skills
Maintains independent and objectivity in carrying out job responsibilities
JOB KNOWLEDGE:
General business and financial knowledge
Teller job knowledge
Knowledge of department-related financial services regulations and compliance
Knowledge of fraud: prevention and detection
Knowledge of the company's products, services and policies
COMPLIANCE
All positions within Home Bank SB must comply with all state and federal laws and regulations
as per the Bank's compliance policies and procedures.
SUPERVISORY RESPONSIBILITIES
This position does not require supervisory responsibilities.
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office
equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The
employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach
with hands and arms.
POSITION TYPE
This is a full-time position. Days and hours of work are Monday through Friday, 8:30am to
5pm. This position regularly requires long hours and frequent weekend work.
TRAVEL
Travel is primarily local during the business day, although some out-of-the-area and overnight
travel may be expected.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of
activities, duties, or responsibilities that are required of the employee for this job. Duties,
responsibilities, and activities may change at any time with or without notice.
EDUCATION AND OTHER REQUIREMENTS:
Prefer a high school degree or equivalent.
1-2 years experience in a related position preferred.
This job requires skills needed in a typical office environment. This includes computer
skills, communication skills, as well as utilization of office equipment.
Must have the dexterity to count money.
Must be able to lift at least 30 lbs.
Must be able to sit or stand for an extended period of time.
Universal Banker-1
Fishers, IN jobs
As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions - such as deposits, payments, replacement cards, and disputes - while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products.
Essential Functions
* Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.
* Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exceptional customer service standards.
* Fulfill customer financial needs, both immediate and long term, by utilizing Financial Wellness conversations to understand needs and recommend appropriate solutions and/or refer to our team of experts when necessary.
* Accurately and efficiently process transactions such as deposits, payments, checks for cashing and other transactions.
* Recognize cross-sell opportunities, including deposit accounts as well as insurance, investment and lending products, referring to our team of experts when necessary.
* Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.
* Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline of sales opportunities.
* Establish proficiency in the Bank's systems to effectively provide customers with the highest level of service standards.
* Meet or exceed all financial objectives pertaining to individual and Financial Center team goals.
* Demonstrate ownership to ensure all follow-up items are complete or delegated to the appropriate individual(s) to work harmoniously with multiple team members.
* Create a warm, welcoming and friendly environment for customers and employees by fostering teamwork in the Financial Center to ensure an overall positive customer experience.
* Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities - emphasizing a streamlined sales and service experience, a digital-first approach, effective client problem resolution, and the strategic use of digital tools.
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations.
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency.
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
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
High School Diploma or equivalent preferred
Work Experience
Less than one year Banking and/or retail experience
Or
Less than one year Sales experience or Customer Service experience preferred
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyUniversal Banker
Mulberry, IN jobs
Job DescriptionDescription:
The Universal Banker role allows employees to fully execute on The Farmers Bank brand purpose: To Care, Educate & Serve to Inspire a better future for all. A Universal Banker can service a customer both at a teller window as well as at a customer service desk, depending on the needs of the customer in front of them. The primary role of a Universal Banker is to hold conversations with customers, understand their needs, and match financial solutions the bank offers to help the customer achieve Financial Well-Being, in a friendly, ethical, and efficient manner. Universal Bankers may process deposits and pay out funds in accordance with bank procedures; record all transactions accurately and balance each day's operations. Hours vary and include Saturdays.
Job Responsibilities
1. Customer Service and Sales.
2. Educate customers on solutions that meet their needs, including new accounts, services, and digital
3. Make complete recommendation to ensure Financial Well-Being of the customer (cross selling)
4. Engage customers by following up through onboarding or campaigns
5. Maintenance accounts by changing addresses and names; order checks and close accounts as needed.
6. Assist customers by answering financial questions, expose fraud, explain bank services and service charges
7. Open/Close Night Drop with dual control processes for various Night-Drop and mail.
8. Other Duties as Assigned.
Requirements:
Competencies Required
1. Competency #1: Customer Relations
· The degree which customer service and professional rapport is demonstrated in the day-to-day business environment. Such as being polite and attentive, or focused on the needs of the customer.
2. Competency #2: Attitude
· The degree to which one is positive, constructive, and supportive toward customers, employees, and the company. The level of enthusiasm and commitment demonstrated in job performance.
3. Competency #3: Accountability
· The degree which one is answerable and responsible for actions and performance either individually or on a team
4. Competency #4: Teamwork & Cooperation / Organization Relations
· The degree to which the employee works with peers and other internal departments to create a collaborative, cooperative, and productive working environment. The level of response to customer requests, both internally and externally. Anticipation and control of obstacles. The level of demonstrated team, sensitivity, support, and respect.
5. Competency #5: Attention to Detail
· The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules.
6. Competency #6: Job Knowledge (Basic)
· The level of knowledge, skills and education required to perform job duties, and their application to job functions. Commitment to expanding knowledge, skills, and/or education.
7. Competency #7: Productivity
· The level of work output or efficiency as compared to a standard or compared to others. The ability to use time and resources well.